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	<title>AllThingsD &#187; chip sales</title>
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		<title>January Chip Sales Up 47 Percent Year-Over-Year</title>
		<link>http://allthingsd.com/20100301/chip-sales-on-the-rebound/</link>
		<comments>http://allthingsd.com/20100301/chip-sales-on-the-rebound/#comments</comments>
		<pubDate>Mon, 01 Mar 2010 15:23:12 +0000</pubDate>
		<dc:creator>John Paczkowski</dc:creator>
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		<guid isPermaLink="false">http://digitaldaily.allthingsd.com/?p=35772</guid>
		<description><![CDATA[The Semiconductor Industry Association’s prediction of healthy growth for chip demand in 2010 seems to be panning out. Though January is typically a weak month, global semiconductor sales rose slightly thanks to solid demand for personal computers, cellphones and other consumer electronics.]]></description>
			<content:encoded><![CDATA[<p><img src="http://digitaldaily.allthingsd.com/files/2010/03/chipsjpg-150x150.jpg" alt="" title="chipsjpg-150x150" width="150" height="150" class="alignright size-full wp-image-35774" />The Semiconductor Industry Association’s <a href="http://digitaldaily.allthingsd.com/20100201/global-chip-sales-down-9-percent-in-2009-not-11-percent/">prediction of healthy growth for chip demand in 2010</a> seems to be panning out. Though January is typically a weak month, global semiconductor sales rose slightly thanks to solid demand for personal computers, cellphones and other consumer electronics. Chip sales were up 0.3 percent in January from the previous month and up 47 percent year-over-year (see chart below; click to enlarge).</p>
<p><a href="http://digitaldaily.allthingsd.com/files/2010/03/WSR_Jan2010.jpg" rel="lightbox"><img src="http://digitaldaily.allthingsd.com/files/2010/03/WSR_Jan2010-275x206.jpg" alt="" title="WSR_Jan2010" width="275" height="206" class="aligncenter size-medium wp-image-35781" /></a></p>
<p>The chip industry&#8217;s Great Dark Times seem to be over.</p>
<p>“Worldwide semiconductor sales in January increased significantly compared to one year ago, reflecting today’s improving business environment for the industry,” <a href="http://www.sia-online.org/cs/papers_publications/press_release_detail?pressrelease.id=1715">SIA President George Scalise said in a statement</a>. “January and February of 2009 were the low point of the industry downturn as the semiconductor industry and electronics manufacturers quickly responded to the global economic recession.”</p>
<p>Should the upward trend the SIA charted in January continue, the industry could see growth beyond its November forecast of $242.1 billion.</p>
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		<title>Global Chip Sales Down 9 Percent in 2009&#8211;Not 11 Percent</title>
		<link>http://allthingsd.com/20100201/global-chip-sales-down-9-percent-in-2009-not-11-percent/</link>
		<comments>http://allthingsd.com/20100201/global-chip-sales-down-9-percent-in-2009-not-11-percent/#comments</comments>
		<pubDate>Mon, 01 Feb 2010 15:30:14 +0000</pubDate>
		<dc:creator>John Paczkowski</dc:creator>
				<category><![CDATA[News]]></category>
		<category><![CDATA[2010]]></category>
		<category><![CDATA[cellphones]]></category>
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		<guid isPermaLink="false">http://digitaldaily.allthingsd.com/?p=33980</guid>
		<description><![CDATA[Global chip sales fell nine percent in 2009, beaten down by the econalypse, which hamstrung demand for all manner of consumer electronics. A nasty drop, but not nearly as bad as it could have been or, indeed, what was expected. Because at $226.3 billion, total chip sales for the year were far better than the $219.7 billion the Semiconductor Industry Association had been expecting.]]></description>
			<content:encoded><![CDATA[<p><img src="http://digitaldaily.allthingsd.com/files/2010/02/eatmorechips.jpg" alt="" title="eatmorechips" width="150" height="150" class="alignright size-full wp-image-33988" />Global chip sales fell nine percent in 2009, beaten down by the econalypse, which hamstrung demand for all manner of consumer electronics. A nasty drop, but not nearly as bad as it could have been or, indeed, what was expected. Because at $226.3 billion, total chip sales for the year were far better than the $219.7 billion the Semiconductor Industry Association had been expecting (see chart below; click to enlarge). In November, the SIA estimated the industry would see a 11.6 percent decline in semiconductor sales; instead it saw a decline of nine percent.<br />
<a href="http://digitaldaily.allthingsd.com/files/2010/02/chips.jpg" rel="lightbox"><img src="http://digitaldaily.allthingsd.com/files/2010/02/chips-275x206.jpg" alt="" title="chips" width="275" height="206" class="aligncenter size-medium wp-image-33981" /></a></p>
<p>&#8220;2009 turned out to be a better year for the global semiconductor industry than expected,&#8221; <a href="http://www.sia-online.org/cs/papers_publications/press_release_detail?pressrelease.id=1707">SIA President George Scalise said in a statement</a>. &#8220;A strong focus on inventories throughout the supply chain mitigated the impact of the worldwide economic downturn and positioned the industry for growth as the global economy recovers.&#8221;</p>
<p>And, indeed, Scalise says the SIA expects &#8220;healthy&#8221; growth in  chip demand in 2010, with unit sales of PCs and cellphones&#8211;which account for about 60 percent of total semiconductor consumption&#8211;to grow in the low-to-midteens over the the coming year.</p>
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		<title>We&#039;re Doomed&#8230;</title>
		<link>http://allthingsd.com/20081121/were-doomed/</link>
		<comments>http://allthingsd.com/20081121/were-doomed/#comments</comments>
		<pubDate>Fri, 21 Nov 2008 10:34:26 +0000</pubDate>
		<dc:creator>John Paczkowski</dc:creator>
				<category><![CDATA[Enterprise]]></category>
		<category><![CDATA[Mobile]]></category>
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		<category><![CDATA[Apple]]></category>
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		<category><![CDATA[sector]]></category>
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		<guid isPermaLink="false">http://digitaldaily.allthingsd.com/?p=8793</guid>
		<description><![CDATA[What an abundance of ugly statistics we’ve seen this past week. An increase in tech sector layoffs and people talking about them. A decrease in chip sales. A decrease in online spending. And now a decrease in corporate IT spending as well.]]></description>
			<content:encoded><![CDATA[<p><img src="http://digitaldaily.allthingsd.com/files/2008/11/glum.jpg" alt="" title="glum" width="200" height="182" style="border: 1px solid #000;" class="alignright size-full wp-image-8809" />What an abundance of ugly statistics we&#8217;ve seen this past week. An <a href="http://digitaldaily.allthingsd.com/20081114/tech-sector-to-release-180000-workers-into-wild/">increase in tech sector layoffs</a> and <a href="http://digitaldaily.allthingsd.com/20081117/report-employees-facing-layoffs-more-likely-to-talk-about-layoffs/">people talking about them</a>. A <a href="http://digitaldaily.allthingsd.com/20081119/sia-the-chips-are-down-no-pun-intended/">decrease in chip sales</a>. A <a href="http://digitaldaily.allthingsd.com/20081120/the-great-e-pression/">decrease in online spending</a>.  And now a decrease in corporate IT spending as well.</p>
<p>Forty-five percent of respondents to <a href="http://blog.changewave.com/2008/11/it_spending_smartphone_market.html">ChangeWave’s November survey of corporate IT spending</a> expect their companies to spend less money or nothing at all on IT during the next 90 days.</p>
<p><a href="http://digitaldaily.allthingsd.com/files/2008/11/it_spending_small.gif" rel="lightbox"><img src="http://digitaldaily.allthingsd.com/files/2008/11/it_spending_small-300x156.gif" alt="" title="it_spending_small" width="350" height="156" class="aligncenter size-medium wp-image-8798" /></a></p>
<p>And given <a href="http://digitaldaily.allthingsd.com/20081119/so-much-for-those-october-lows/">the tech sector&#8217;s continued desanguination</a>, who can blame them? If <a href="http://digitaldaily.allthingsd.com/20081113/goog-58-ytd-aapl-5216-ytd-msft-4045-ytd-ebay-6068-ytd/">your stock&#8217;s trading at a 12- or 13-year low</a>, you&#8217;re probably not thinking a lot about future IT purchases. &#8220;U.S. corporate IT spending is in the midst of a huge nose-dive, the likes of which hasn&#8217;t been seen before in a ChangeWave survey dating back to 2001,&#8221; said ChangeWave research director Paul Carton. &#8220;In short, the current ChangeWave survey findings virtually guarantee that we&#8217;ll be seeing the technology sector get hammered with pre-announcements before the January earnings season gets underway.&#8221;</p>
<p>Wonderful. Something to look forward to.</p>
<p>One last point worth noting here: According to ChangeWave, Apple&#8217;s (AAPL) iPhone is now the No. 2 smartphone in enterprise. And while RIM&#8217;s (RIMM) BlackBerry continues to be the focus of planned corporate smartphone purchases, the iPhone is gaining traction. Twenty-two percent of future enterprise smartphone buyers say they plan to iPhones; 78 percent say they plan to buy BlackBerrys.</p>
<p><a href="http://digitaldaily.allthingsd.com/files/2008/11/081120_changewave.gif" rel="lightbox"><img src="http://digitaldaily.allthingsd.com/files/2008/11/081120_changewave-300x166.gif" alt="" title="081120_changewave" width="350" height="166" class="aligncenter size-medium wp-image-8796" /></a></p>
]]></content:encoded>
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		<title>We're Doomed&#8230;</title>
		<link>http://allthingsd.com/20081121/were-doomed-2/</link>
		<comments>http://allthingsd.com/20081121/were-doomed-2/#comments</comments>
		<pubDate>Fri, 21 Nov 2008 10:34:26 +0000</pubDate>
		<dc:creator>John Paczkowski</dc:creator>
				<category><![CDATA[Enterprise]]></category>
		<category><![CDATA[Mobile]]></category>
		<category><![CDATA[News]]></category>
		<category><![CDATA[Apple]]></category>
		<category><![CDATA[Blackberry]]></category>
		<category><![CDATA[Changewave]]></category>
		<category><![CDATA[chip sales]]></category>
		<category><![CDATA[corporate]]></category>
		<category><![CDATA[iPhone]]></category>
		<category><![CDATA[IT]]></category>
		<category><![CDATA[John Paczkowski]]></category>
		<category><![CDATA[online]]></category>
		<category><![CDATA[Paul Carton]]></category>
		<category><![CDATA[RIM]]></category>
		<category><![CDATA[sector]]></category>
		<category><![CDATA[smartphone]]></category>
		<category><![CDATA[spending]]></category>
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		<category><![CDATA[technology]]></category>

		<guid isPermaLink="false">http://digitaldaily.allthingsd.com/?p=8793</guid>
		<description><![CDATA[What an abundance of ugly statistics we’ve seen this past week. An increase in tech sector layoffs and people talking about them. A decrease in chip sales. A decrease in online spending. And now a decrease in corporate IT spending as well.]]></description>
			<content:encoded><![CDATA[<p><img src="http://digitaldaily.allthingsd.com/files/2008/11/glum.jpg" alt="" title="glum" width="200" height="182" style="border: 1px solid #000;" class="alignright size-full wp-image-8809" />What an abundance of ugly statistics we&#8217;ve seen this past week. An <a href="http://digitaldaily.allthingsd.com/20081114/tech-sector-to-release-180000-workers-into-wild/">increase in tech sector layoffs</a> and <a href="http://digitaldaily.allthingsd.com/20081117/report-employees-facing-layoffs-more-likely-to-talk-about-layoffs/">people talking about them</a>. A <a href="http://digitaldaily.allthingsd.com/20081119/sia-the-chips-are-down-no-pun-intended/">decrease in chip sales</a>. A <a href="http://digitaldaily.allthingsd.com/20081120/the-great-e-pression/">decrease in online spending</a>.  And now a decrease in corporate IT spending as well.</p>
<p>Forty-five percent of respondents to <a href="http://blog.changewave.com/2008/11/it_spending_smartphone_market.html">ChangeWave’s November survey of corporate IT spending</a> expect their companies to spend less money or nothing at all on IT during the next 90 days.</p>
<p><a href="http://digitaldaily.allthingsd.com/files/2008/11/it_spending_small.gif" rel="lightbox"><img src="http://digitaldaily.allthingsd.com/files/2008/11/it_spending_small-300x156.gif" alt="" title="it_spending_small" width="350" height="156" class="aligncenter size-medium wp-image-8798" /></a></p>
<p>And given <a href="http://digitaldaily.allthingsd.com/20081119/so-much-for-those-october-lows/">the tech sector&#8217;s continued desanguination</a>, who can blame them? If <a href="http://digitaldaily.allthingsd.com/20081113/goog-58-ytd-aapl-5216-ytd-msft-4045-ytd-ebay-6068-ytd/">your stock&#8217;s trading at a 12- or 13-year low</a>, you&#8217;re probably not thinking a lot about future IT purchases. &#8220;U.S. corporate IT spending is in the midst of a huge nose-dive, the likes of which hasn&#8217;t been seen before in a ChangeWave survey dating back to 2001,&#8221; said ChangeWave research director Paul Carton. &#8220;In short, the current ChangeWave survey findings virtually guarantee that we&#8217;ll be seeing the technology sector get hammered with pre-announcements before the January earnings season gets underway.&#8221;</p>
<p>Wonderful. Something to look forward to.</p>
<p>One last point worth noting here: According to ChangeWave, Apple&#8217;s (AAPL) iPhone is now the No. 2 smartphone in enterprise. And while RIM&#8217;s (RIMM) BlackBerry continues to be the focus of planned corporate smartphone purchases, the iPhone is gaining traction. Twenty-two percent of future enterprise smartphone buyers say they plan to iPhones; 78 percent say they plan to buy BlackBerrys.</p>
<p><a href="http://digitaldaily.allthingsd.com/files/2008/11/081120_changewave.gif" rel="lightbox"><img src="http://digitaldaily.allthingsd.com/files/2008/11/081120_changewave-300x166.gif" alt="" title="081120_changewave" width="350" height="166" class="aligncenter size-medium wp-image-8796" /></a></p>
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