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.”
Great charts. At the risk of sounding too bullish, the form resembles early to mid 1999... with IoT providing the new market for the next big growth spurt.
If someone had infinite time, it would be interesting to do charts back to the 1980s showing the total chip sales for
Autos (we started selling chips and fiber optic to auto market in the late 80s I believe)
Calculators and Palm Pilot information devices
Wifi connected devices like surveillance cameras and Nest thermostats
Wearables (20 or so months ago I bought a $600 Garmin triathlon smart watch with two wireless heart rate monitors that I love and use now to help me get more sleep - measure something and it improves.)
IoT - Mites? and other tiny devices that somehow expand and connect to the internet but use low power.
Self driving autos so you can text or watch video (illegally but....) while the car drives
Robots to make coffee and other tasks such as drive you to work.
Intuitively, I know this is just going to keep expanding which is why I got into the business back in the late 1970s... and started to invest extra funds into the industry in the 90s.....
The next purchase on my radar screen is an OLED TV. Ideally, I'd like to get it from Costco but Frys has the latest models and good prices if you buy on their special flyer sale days.
Applied Materials to Present at Upcoming Investor Conferences SANTA CLARA, Calif., Feb. 09, 2017 (GLOBE NEWSWIRE) -- Applied Materials, Inc. announced today that Gary Dickerson, President and CEO, and Robert Halliday, Senior Vice President and CFO, will participate in a question-and-answer session at the Goldman Sachs Technology and Internet Conference in San Francisco on Thursday, February 16 beginning at 8:00 a.m. PT / 11:00 a.m. ET.
Mr. Halliday will also participate in a question-and-answer session at the Morgan Stanley Technology, Media and Telecom Conference in San Francisco on Tuesday, February 28 beginning at 2:05 p.m. PT / 5:05 p.m. ET.
A live audio webcast of these sessions will be available on the Applied Materials website at appliedmaterials.com and a replay of each event will be available for three months.