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: Two Steps Forward & One Back … The 2025 Recovery Will Be Slow
October’s sales abruptly reversed September’s shorty-lived ray of hope for the industry with the broader bell-weather Analog IC, Discrete and Opto market segments all slipping back into negative growth territory. Opto notched up a 7.1 percent decline vs. October 2023, down from last month’s 4.6 percent growth, with Discretes faring even worse with an 8.9 percent fall, vs last month’s 1.0 percent growth. Analog ICs also fell back to show a 4.8 percent year-on-year decline, after registering 9.0 percent growth in September, a sharp reminder that the more general chip market recovery has still yet to dawn. Driven by the still on-going AI infrastructure frenzy, Total ICs grew at a 20.1 percent annualised growth rate in October, but down from Septembers’ 27.7 percent and August’s 35.7 percent numbers. Memory continued to be the prime driving force behind this recovery, growing at an annualised rate of 51.3 percent, similar to September’s 59.7 percent rate, followed by Logic at 22.9 percent, vs. 23.5 percent in September. Micro grew more sedately, at just 4.7 percent rate, down from September’s 9.3 percent, with Total ICs excluding Memory up 12.4 percent vs October 2023. The overall year-on-year total Semiconductor market grew 15.1 percent, down from last month’s 23.3 percent and August’s 28.0 percent numbers. It would seem last month’s seemingly good cheer of Christmas proved to be fainter that we had all hoped for and, whilst a step in the right direction, not yet the real market recovery beachhead.
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