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Wednesday, February 3, 2016

Sector Review: SEMICONDUCTOR




2015 sales fell slightly

In 2015, the global semiconductor sales totalled US$335.2 billion, a 0.2% drop from the previous year. 

Despite the strong start to the year, sales faltered and slowdown towards the second half as the industry faced issues with softening demand and a stronger dollar.

Here is a breakdown by product groups for some of the largest segments by sale:
  1. Logic (US$90.8 billion)
  2. Memory (US$77.2 billion)
  3. Micro-ICs (US$61.3 billion)


Sensors and actuators, NAND flash memory and analog recorded increases of 3.7%, 2.2% and 1.9% on a y-o-y basis.

The December month shown a decreased in sales by 5.2% y-o-y and 4.4% decline on a m-o-m basis. The m-o-m decline was attributed to seasonal cyclicality with December typically being a weaker quarter, according to TA Securities report.

The World Semiconductor Trade Statistics (WSTS) is expecting a sales growth of 1.4% y-o-y in 2016 although TA Securities is of the view that the first half of 2016 will be challenging before recovering towards 2H2016.

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