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To: StanX Long who wrote (64306)6/12/2002 12:04:07 AM
From: StanX Long  Read Replies (2) | Respond to of 70976
 
Handset Semiconductor Fortunes On The Upswing
By Mark Long -- e-inSITE, 6/11/2002

e-insite.net

According to a new report from In-Stat/MDR, signs of returning growth in the handset semiconductor market are starting to make an appearance. The Arizona-based high-tech market research firm reports that with 2.5G and 3G already in operation, long-term prospects for growth look good, and new technologies appear promising. Although there are indications are that the worst is over, but recovery will not occur overnight. Gluts of certain types of handsets and components still exist, but large reductions in production have helped to ease the oversupply problem.

Although total worldwide handset semiconductor revenue is expected to be flat this year compared to last, at approximately $14.35 billion each year, In-Stat/MDR is predicting that by 2006, semiconductor revenue will top $20 billion as new subscriber growth continues and the more expensive components and features in 2.5G & 3G handsets become more pervasive. While the total number of handsets produced is expected to increase slightly this year, the anticipated drop in prices will act to counteract any revenue increases, predicts the firm.



To: StanX Long who wrote (64306)6/12/2002 12:29:41 AM
From: Gottfried  Read Replies (2) | Respond to of 70976
 
Stan, thanks for the post! Is anybody else getting tired of these outfits forecasting 4 or more years out? >By 2006, handset semiconductor revenue is forecast to reach $20 billion, In-Stat said,< Especially In-Stat which was spectacularly wrong in summer 2000 forecasting semi equipment sales just 2 years ahead.

Gottfried