What’s Going To Happen In 2011?

‘Tis the Season of Forecasts for the New Year and Reviews of Last Year, so I am very grateful to Mike Cowan, inventor of the Cowan LRA Model for forecasting the IC industry, for the following resume of what happened in 2010 and what is in store for 2011.

VARIOUS MARKET RESEARCHERS – 2010, 2011 S/C SALES GROWTH FORECASTS

 

2010 Sales

2011 Sales

Analyst (Month of Frcst)

Growth Est. (%)

Growth Est. (%)

Future Horizons (Nov 2010)

35.9%

“Double-Digit” %

IC Insights (Nov 2010)

31.0%

11.0%

IC Knowledge (Dec 2010)

31 – 33%

> 10.0%

Semico Research (Nov 2010)

32.0%

9.5%

Semiconductor Intelligence (Nov 2010)

34.0%

9.0%

Carnegie ASA (Dec 2010)

29.0%

8.0%

SIA (Nov 2010)

32.8%

6.1%

iSuppli (Nov 2010)

32.0%

5.1%

TSMC – Morris Chang (Oct 2010)

30.0%

5.0%

Gartner (Sept 2010)

31.5%

4.6%

WSTS (Nov 2010)

32.7%

4.5%

VLSI Research (Nov 2010)

30.9%

4.4%

Wall Street Strategies – Carlos Guillen (Dec 2010)

33.0%

3.0%

Cowan LRA Model (Dec 2010)

33.1%

2.3%


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