December 2011 global chip sales fell 5.2 percent to $ 23.8 billion, the sixth consecutive month report fell, led mood lamp such as LED street light, analysts say, inventory seems to go faster, but the semiconductor industry in the field of material entered a recovery in the second half of this year.
Furthermore, the Industrial Research is expected, integrated device manufacturers (IDM) and non-manufacturing semiconductor IC industry by the use of the amount higher, the local packaging industry by the production can utilization rate will be substantially shells l, therefore, that line of semiconductor stocks to give biased positive of and evaluation.
Global chip sales in November last year, led mood lamp, monthly slip back 5.5%, or 5.2% annualized.
In any case, many chip manufacturers, such as suppliers Cypress Semiconductor (of CYPRESS), INTERSIL think that this area has become more red, the other supply chain, such as with manufacturers such as of the NOVELLUS and KULLICKESOFFA industry (KNS) also made the same response, KNS is expected to outsourced semiconductor assembly and test market orders in the first quarter of this year will be warm, reflecting higher than expected with sales of advanced packaging technology and the process of bonding wire.
The display according to a market research company IPC, printed circuit board (PCB) and EMS sales or at the turning point, although the PCB sales in the fourth quarter last year based upon the contract by 6.9 percent, led mood lamp, but the decline from 9.6 percent in the third quarter narrowed.
The PCB industry is expected to be sluggish in the first quarter of this year’s sales; regional EMS declines in sales in the last quarter of 2011 also shows that the equilibrium state, reflecting the next few quarters to turn things around.
December’s book to bill ratio improved from 0.88 times to 0.83 times in November., Capital expenditures for new equipment orders soared 18.5 percent to $ 1.1 billion to $ 60 million on a monthly basis, led high bay which means that a chipmaker, is more optimistic.
Recently, Intel, Samsung and Taiwan Semiconductor Manufacturing Company announced that the 2012 positive capital expenditures. With orders in December fell 26.7% on a monthly basis than the 35.4% decline in November narrowed.
Global Semiconductor Industry Association (SIA) 2012 the semiconductor industry is expected to remain moderate single-digit growth, led mood lamp which best LED Products global chip sales in this next year expected growth of 2.6 percent and 5.8 percent, to $ 10.2 billion to $ 28.1 billion.