A C-Suite favourite, the Global Semiconductor Monthly Report provides monthly analysis and commentary on the global semiconductor industry and the future market outlook and forecast.
The month’s Report title: “The Growth Numbers Look Good … Shame They’re Skating On Thin Ice”
June saw Opto continue its downward trajectory started in November 2023, declining 22.2 percent vs. June 2023. Likewise, Discretes saw its annualised growth rate fall back to minus 12.3 percent compared with minus 13.8 percent in May and minus 13.0 percent in April. This broader industry bellwether sector is still deeply in recession, with no sign yet of any green shoots of recovery. In contrast, ICs, the powerhouse behind the industry’s current revenue growth, saw its seventh consecutive month of strong double-digit annualised growth, at 22.1 percent, down from May’s 30.1 percent number but on apar with April and March’s 22.5 and 25.5 percent numbers respectively. Excluding memory, however, the annualised IC market showed a more subdued 6.5 percent growth, down from last month’s 7.5 percent number, reflecting just how strong an impact the memory rebound has been on the overall total IC and total semiconductor market.