News & Analysis
Seven early predictions for electronics in 2010
Mark LaPedus
11/4/2009 8:04 PM EST
SAN JOSE, Calif. -- The electronics industry is recovering, but there is still some uncertainty in the market. Some see a boom year in 2010. Some see a double dip.
So what's in store for the rest of this year and 2010? Here's some early predictions from various analysts in different segments:
Semiconductors
''As predicted, the Americas region is the first to post growth for semiconductors from the same quarter a year ago, up 8 percent. Worldwide, the third quarter came in down 10 percent from 2008, but up 20 percent sequentially. This puts the market on target with our current prediction of $217 billion, a contraction of 13 percent from 2008. Databeans is also still predicting 2010 revenue will be up 17 percent from this year,'' said Susie Inouye, an analyst at Databeans Inc.
''The third quarter saw some slowing in the wireless sector towards the tail end, however, it is our view that this segment will continue strongly following some seasonal inactivity during the last couple of months of 2009 and into the first couple of months of 2010. Overall wireless baseband and RF revenue is expected to remain fairly flat at $6.2 billion during the fourth quarter from the same period last year followed be sequential growth in the first and second quarter of 2010 at $6.7 billion then $7.3 billion, respectively,'' she said.
''In the PC segment, third quarter revenue posted a 28 percent gain from the second quarter driven by higher prices for DRAM. For the year, this market is expected to be down 14 percent followed by a 16 percent increase in 2010 as demand increases for computing devices. Microprocessor revenue was up 25 percent from the second quarter and expected to complete the year at just under $30 billion. DRAM finished the third quarter at just over $6 billion, a 34 percent increase from the second quarter. The fourth quarter is expected to be up sequentially at 4 percent, however this is close to 50 percent higher than revenue in the fourth quarter of 2008, a sobering reminder of how deep a hole the market dipped into,'' she added.
|
|
|
|
|
nexogen
11/19/2009 2:23 AM EST
The problem in fundamental. You cannot have technological unemployment in a money based system. The crisis will not go away unless you accept this and demand a moneyless system, or Resource Based Economy as some call it.
You know how fast automation technologies replace human labor, and that's the final proof our current system is out of date.
Planned obsolecence and deliberate product inefficiency is not a sane way to deal with this as it destroys the environment. There are 1 billion people starving in the world yet we have enough food to feed twice the entire population. It's the (money based) economy, stupid!
I dare you give this some solid thought.
Sign in to Reply