Recently, SIA released semiconductor sales figures for the month of February. The table below is updated to show the results for the first 2 months of the year. Keep in mind, these are actual monthly numbers in the table, not 3 month moving averages.
- ACTUAL MONTHLY SALES(1,000s)
- PCT
- 2005 2006 DIFF CHG
Jan 17305948 17415761 109813 0.6
Feb 17222418 18423726 1201308 7.0
Mar 20549813
Apr 16621575
May 16982507
Jun 20270889
July 16806651
Aug 18685898
Sep 23179234
Oct 18308124
Nov 19732889
Dec 21818191
TOTAL 227484137 35839487 1311121
SIA Forecst 245455380 7.9
S&P Forecst 254782230 12.0
Listed below the TOTAL line in the table are the present yearly estimates of sales from SIA and S&P. The SIA forecast is for a yearly 7.9 percent increase while S&P is more bullish with a projected 12 percent increase.
Here is an excerpt from the sub-industry outlook for the semiconductor industry from S&P.
<<According to industry data gathered by the Semiconductor Industry Association (SIA), world wide sales growth was a healthy 18% in 2003, and a robust 28% in 2004, and industry growth moderated to a 7% sales increase in 2005. We project a 12% increase for 2006, which is above the SIA's 7.9% forecast.
We anticipate that most chip stocks will outperform the S&P 1500 over the next 12 months. Over that time frame, we believe chipmakers exposed to the high-end analog, power management, graphics, programmable, and other chip categories that serve a broad range of end markets have the best prospects.>> |
