After the biggest fall for 18 years, it's all going to get better, says SI

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The 2019 semiconductor market will decline about 12% to 15% from 2018, the biggest drop since the 32% decline in 2001, eighteen years ago, says Bill Jewell's Semiconductor Intelligence.

electronicsweekly.com, Dec. 18, 2019 – 

However, the momentum is trending up.

According to WSTS the market began the year with a 14.7% plunge in 1Q 2019 from 4Q 2018.

The market was up a slight 0.7% in 2Q 2019 and up a strong 8.2% in 3Q 2019.

Most of the 2019 falloff was due to memory products, with WSTS estimating a 33% decline in memory and only a 2.5% drop in non-memory products.

Reported revenue results from the top semiconductor companies demonstrate the pickup.

3Q 2019 revenues versus 2Q 2019 were up by double digits for four the of the twelve companies mentioned below, led by ST's 17.5%.

Six companies had single digit increases while two (Qualcomm and Infineon) were down about 1%.

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