Chip sales see boost in September

Sales of semiconductors saw an increase during September, however the industry still noted a decline from the previous year according to Semiconductor Industry Association figures.

The latest stats from the SIA highlighted a 2.7 percent growth in September on a month by month basis. This means an increase from $25.1 billion in August to $25.8 billion.

America showed slow growth over the period, notching up just 0.7 percent increase in September.  Japan continued its improvements following the earthquake earlier this year, accounting for 4.2 percent growth over the month.  In Europe growth of 2.1 percent was recorded.

The SIA appears to be quite happy about the results calling it an “optimistic close” to the third quarter.  This is partly due to quarter-over-quarter increases of 2.1 percent, while year-to-date sales grew 2.2 percent.

Continued demand for mobile computing platforms such as tablets and e-readers helped push sales during September. 

The SIA was also positive about the economic situations in the US and Europe.  While economic uncertainty hampers “visibility for the remainder of the year” according to SIA president Brian Toohey, he believes that recent developments have given rise to more hope.

However it is not time to break out the champagne just yet.  While there were improvements seen from during the summer, the increase to September still represented a drop in sales from the same point last year.

Total sales were down by 1.7 percent from last year, with a sluggish Europe market noting a decrease of 3.1 percent.  The US meanwhile saw a 3.7 percent decrease, and Japan recorded a 9.3 percent downturn as it continues to recover from earthquake disruption.

The results follow a rather disappointing summer, so it is difficult to conclude that the September monthly increase is indicative of any major revival with a seasonal increase expected.  Indeed various semi firms have been posting some less than impressive results, with TSMC and Hynix both reporting poor financial developments recently.

 

September 2011

       

Billions

       

Month-to-Month Sales

       

Market

Last Month

Current Month

% Change

 

Americas

4.58

4.61

0.7%

 

Europe

3.07

3.13

2.1%

 

Japan

3.65

3.80

4.2%

 

Asia Pacific

13.78

14.22

3.2%

 

Total

25.08

25.76

2.7%

 
         

Year-to-Year Sales

       

Market

Last Year

Current Month

% Change

 

Americas

4.79

4.61

-3.7%

 

Europe

3.23

3.13

-3.1%

 

Japan

4.19

3.80

-9.3%

 

Asia Pacific

14.00

14.22

1.6%

 

Total

26.21

25.76

-1.7%

 
         

Three-Month-Moving Average Sales

       

Market

Apr / May / Jun

Jul / Aug / Sep

% Change

 

Americas

4.63

4.61

-0.4%

 

Europe

3.29

3.13

-4.7%

 

Japan

3.34

3.80

13.7%

 

Asia Pacific

13.98

14.22

1.7%

 

Total

25.24

25.76

2.1%