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: “Eight Quarters Since Q3-2022 Downturn … One Of The Longest Down Cycles Ever”
August saw Opto’s growth tumble back, coming in at just 0.3 percent vs. last month’s 3.7 percent, with the average growth since the market turned down in September 2022 at minus 2.5 percent. July’s shipments were 10.4
percent down from its April 2022 peak. The Discrete sector also continued its now 8-month long negative growth trawl, at minus 9.4 percent, compared with minus 9.2 percent in July and minus 12.3 percent in June, dashing last month’s hopes that the sector may have been showing the first signs of a broader industry recovery. In contrast, ICs, the powerhouse behind the industry’s current strong revenue growth, saw its ninth consecutive month of above average double-digit annualised growth, at 35.7 percent, vs. 23.0 percent in July and 22.1 percent in June. Excluding memory, however, the annualised IC market showed a more subdued 8.4 percent growth, reflecting just how strong an impact the memory rebound has been on the semiconductor market. Backing out the Memory, and to a lesser extent, Logic sectors, unfortunately reveals a much more sober picture, with the Micro, Analog, Opto and Discrete markets still gripped in recession. We reiterate our warning that a broader-based industry recovery is still a way off, and unlikely to impact before mid-2025.
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