Chip sales, when the figures are out, are likely to have slipped in November after being unchanged in October, according to figures by Carnegie.
The three month average for world chip sales was $26 billion in October, remaining steady against the same figure in September. However it is expected that in November that figure will fall to $25.7bn.
It is noted that all three of the PC chip categories – processor, memory and logic – actually weakened in October on a seasonally adjusted basis. It was lower prices rather than lower volumes which affected the sales of memory chips of which the likes of Apple and Dell are large purchasers.
Meanwhile most non-PC categories saw good results in October. It is noted that smartphone and low-end handsets did well, as did automotive chips, while there was improvement for improved energy efficiency chips.
In November, handset, memory and industrial chips should weaken in comparison to October.
It is expected that in November actual chip sales will rise five percent year on year, compared to 10 percent in October.
The lowering of expectations in November has led to a shift in forecasts for 2011, with chip sales now expected to rise five percent as opposed to eight percent.
However, adjustments to expectations for 2010 mean that chip sales are expected to rise by 31 percent, an improvement on the previous estimate of 29 percent, as the semiconductor market shifts from a seller’s market in the third quarter (Q3) of 2010 to a buyer’s market in Q1 of 2011, and buyers work off high inventories in Q1.