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From: Gottfried11/6/2016 4:32:57 PM
2 Recommendations   of 25496
 
SIA Sept 2016 ww chip sales

SIA data link

semiconductors.org

charts
ww chip sales with SEMI equipment bookings
ww chip sales and y-o-y change
ww chip sales change with SEMI equipment bookings

screencast.com

RSS feed available on the screencast page above






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From: Gottfried11/17/2016 4:25:30 AM
1 Recommendation   of 25496
 
Applied Materials Selected by BOE to Accelerate Production of Large LCD TVs
Multiple Applied CVD and PVD systems ordered for world’s first Gen 10.5 TFT-LCD production line
Gen 10.5 substrates (3370 x 2940mm), the largest of any current and planned display fabs announced to date, accommodate six 75-inch panels
Order helps BOE stay ahead of rising consumer demand for large LCD TVs

phoenix.corporate-ir.net

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From: Gottfried11/24/2016 4:51:00 PM
1 Recommendation   of 25496
 
SEMI data October 2016


semi.org

SEMI charts are at...
screencast.com

SEMI chart from 2001



SEMI chart from 1995



Ratio of SEMI billings to SIA ww chip sales


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From: Gottfried12/8/2016 4:58:01 AM
1 Recommendation   of 25496
 
SIA October 2016 ww chip sales

SIA data link

semiconductors.org

charts
ww chip sales with SEMI equipment bookings
ww chip sales and y-o-y change
ww chip sales change with SEMI equipment bookings

screencast.com

RSS feed available on the screencast page above






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From: Gottfried12/17/2016 4:03:12 PM
2 Recommendations   of 25496
 
SEMI data November 2016


semi.org

SEMI charts are at...
screencast.com

SEMI chart from 2001



SEMI chart from 1995



Ratio of SEMI billings to SIA ww chip sales


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From: Gottfried1/7/2017 12:39:11 PM
3 Recommendations   of 25496
 

SIA November 2016 ww chip sales

SIA data link

semiconductors.org

charts
ww chip sales with SEMI equipment bookings
ww chip sales and y-o-y change
ww chip sales change with SEMI equipment bookings

screencast.com

RSS feed available on the screencast page above






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From: Gottfried2/2/2017 7:50:18 PM
3 Recommendations   of 25496
 
SEMI data December 2016

semi.org

SEMI charts are at...
screencast.com

SEMI chart from 2001



SEMI chart from 1995



Ratio of SEMI billings to SIA ww chip sales


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To: Gottfried who wrote (25471)2/3/2017 11:27:28 AM
From: Kirk ©
   of 25496
 
What do you think makes sense going forward for one of my favorite chart sets? Perhaps continue with the billings that they report or plot billings vs something else like Worldwide Semiconductor Revenues siliconinvestor.com :
Feb. 2: Global Semiconductor Sales Up 7% Year-to-Year in October: The Semiconductor Industry Association (SIA) today announced Global sales for the month of December 2016 reached $31.0B, equaling the previous month’s total and bettering sales from December 2015 by 12.3%. “Following a slow start to the year, the global semiconductor market picked up steam mid-year and never looked back, reaching nearly $340 billion in sales in 2016, the industry’s highest-ever annual total. Market growth was driven by macroeconomic factors, industry trends, and the ever-increasing amount of semiconductor technology in devices the world depends on for working, communicating, manufacturing, treating illness, and countless other applications. We expect modest growth to continue in 2017 and beyond.”

Thanks as always for posting these each month!

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To: Kirk © who wrote (25472)2/3/2017 12:01:09 PM
From: Gottfried
   of 25496
 
Maybe ww chip sales with SOX? Since SEMI won't give us free data, I'll have to see if they report anything.

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From: Gottfried2/5/2017 12:38:05 PM
3 Recommendations   of 25496
 
SIA December 2016 ww chip sales

SIA data link

semiconductors.org

charts
ww chip sales with SEMI equipment bookings
ww chip sales and y-o-y change
ww chip sales change with SEMI equipment bookings

screencast.com

RSS feed available on the screencast page above






Share RecommendKeepReplyMark as Last ReadRead Replies (1)
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