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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: The Ox who wrote (5184)	11/9/2017 4:08:57 PM
From: robert b furman	Read Replies (1) \| Respond to of 26795

Tom Keene had the iphone X in his hand last night - he said the screen was exceptional. OLED is the best. M wife has an OLED Samsung and it is very nice! Bob

To: The Ox who wrote (5184)	11/9/2017 4:18:44 PM
From: Kirk ©	Respond to of 26795

They've certainly done a good job of knowing who they sell to and meeting that demand for a nice profit. I saw an analyst on TV saying the iPhone is what the young of our species uses to show we have good DNA for reproducing.... Not sure he was an Apple critic or just trying to be funny as I know loads of young who use other phones but they are probably value shoppers too.

To: The Ox who wrote (5184)	12/4/2020 9:54:29 AM
From: Kirk ©	Read Replies (1) \| Respond to of 26795

I guess this explains why AMAT and LRCX are doing so well for me. Global Semiconductor Sales Increase 6 Percent Year-to-Year in October; Annual Sales Projected to Increase 5.1 Percent in 2020 Thursday, Dec 03, 2020, 4:30pm by Semiconductor Industry Association *Industry forecast revised upward, now projects moderate growth in 2020 followed by stronger growth in 2021* WASHINGTON—Nov. 3, 2020—The Semiconductor Industry Association (SIA) today announced worldwide sales of semiconductors reached $39.0 billion for the month of October 2020, an increase of 6.0 percent compared to the October 2019 total of $36.8 billion and 3.1 percent more than the September 2020 total of $37.9 billion. Monthly sales are compiled by the World Semiconductor Trade Statistics (WSTS) organization and represent a three-month moving average. Additionally, a newly released WSTS industry forecast projects annual global sales will increase 5.1 percent in 2020, followed by an increase of 8.4 percent in 2021. Projections for both years are higher than they were in the previous WSTS forecast released in July. SIA represents 98 percent of the U.S. semiconductor industry by revenue and nearly two-thirds of non-U.S. chip firms. “Global semiconductor sales in October increased year-to-year by the largest percentage since March, continuing to demonstrate the global semiconductor market’s resilience so far to headwinds caused by the pandemic and other macroeconomic factors,” said John Neuffer, SIA president and CEO. “Annual semiconductor sales are projected to increase moderately in 2020, with somewhat larger growth forecasted for 2021.” Regionally, sales increased on a year-to-year basis in the Americas (14.2 percent), China (6.3 percent), and Asia Pacific/All Other (5.3 percent), but decreased in Japan (-1.0 percent) and Europe (-4.8 percent). On a month-to-month basis, sales increased across all regions: Europe (6.0 percent), the Americas (3.2 percent), China (2.9 percent), Asia Pacific/All Other (2.8 percent), and Japan (1.6 percent). Additionally, SIA today endorsed the WSTS Autumn 2020 Semiconductor Market Forecast, which projects the industry’s worldwide sales will be $433.1 billion in 2020, a 5.1 percent increase from the 2019 sales total of $412.3 billion. WSTS projects year-to-year increases in 2020 for the Americas (18.7 percent) and Asia Pacific (3.8 percent), with decreases projected in Japan (-0.6 percent) and Europe (-8.4 percent). In 2021, global sales are expected to increase by 8.4 percent. The last WSTS forecast, released in July 2020, projected smaller market growth of 3.3 percent in 2020 and 6.2 percent in 2021. WSTS tabulates its semi-annual industry forecast by gathering input from an extensive group of global semiconductor companies that provide accurate and timely indicators of semiconductor trends. For comprehensive monthly semiconductor sales data and detailed WSTS forecasts, consider purchasing the WSTS Subscription Package. For detailed historical information about the global semiconductor industry and market, consider ordering the SIA Databook. October 2020 chart and graph WSTS Autumn Forecast # # # Media Contact Dan Rosso Semiconductor Industry Association 202-446-1719 drosso@semiconductors.org