Projected rebound in semiconductor market conditions in the second half of 2012

According to the latest report from the market adjustment agency iSuppli, the annual growth rate of global semiconductor revenue in 2012 is about 3.3%, and the total output value has reached US$323.2 billion, which is better than the 1.25% of last year. The semiconductor market conditions in 2012 will have to wait until the second half of the year. Rebound, it is estimated that demand will turn stronger in the third quarter.

According to iSuppli semiconductor analyst LenJelinek, this year's memory will be the worst performing industry for all semiconductors. Global DRAM output this year is expected to drop by 26.8% year-on-year, 16.1% more than last year's decline. In addition, it performed well last year. The NAND flash market is not as dynamic as it was last year. The reason is that the memory capacity needed for mobile phones and tablets has increased, which may cause the price to drop.

Geronick pointed out that the overall semiconductor utilization rate will not recover until mid-2012, and IDM will face the pressure of low capacity utilization. With sufficient production capacity, this wave of integrated components is expected. Expansion will only occur until 2013.

This positive interpretation of the domestic, that this move will help the integration of component manufacturers to accelerate the outsourcing of OEM, is a great opportunity for the foundry market.