Electronics industries Sales Activity Was Sizzling hot, Ic Sales For All the Week Lagged.

It was a best news bad news week for those High Tech supply cycle. Electronics Sales Activity was first hot, while IC billings lagged.

This morning, IC billings dipped seeing that could be expected as a consequence of Thanksgiving holiday in U . s, according to VLSIresearch Monthly IC Tracker. Billings broke a four week positive run which includes a slight dip. However, as you move week-over杫ear growth figures were continued using a very positive note, ASPs recorded a fourth week in increase, mirroring a refuse in units. Be cautious with interpreting too much into this pair of, as it抯 a frequent Thanksgiving mix shift. As being the end of the Yuletide production season nears requirement is soft for low-value along with easy-to-obtain parts, while high-value parts boost because manufacturers stock lower inventories of your latter.



Chip Price/Performance explained to another story. VLSI抯 CPPI fell into by another point on Thanksgiving week, extending its slide for any seventh consecutive week. A CPPI-to-Moore抯 Law gap right from 4. 9 points to help 4. 5梐 fresh new low with the year. Last week抯 incident on South Korea gave NAND spot prices an enhancement as fears of delivery disruptions rose caused by rising tensions. These doubts, however, had no change on DRAM spot charges, which continued to slip at an alarming charge. The drop in CPPI Food Price/Performance now totals -7. 7 points for any first five weeks. It抯 looking as being similar to 2004, which was as well as a mild year pertaining to ICs, but a affordable year for semiconductor apparatus sales.

The good news was that Electronics sales activity turned HOT with the Thanksgiving holiday and it actually soared in the country on the day by itself. After the turkey, people either watched that games or they shopped over the internet. It then continued inside Friday. Consumer and Personal computers were hottest, followed by it Infrastructure, and Mobile. Regionally, The us was hot as was Asia and in some cases. But China was cold.
On the electronics cost front, the overall impression was positive. It was interesting to discover some raise prices this week before Thanksgiving just to make sure they could say they were In Laptops, pricing for any lowest 40% of this offerings actually went upwards. So there was various strength here. There was also a change between name brand laptops and therefore the overall average.

The abatement in complete average was largely because of rise in branded prices, led by Asus together with HP. Switching to end user, the weakness came primarily from LED TVs. Video cameras held flat and Machines were actually up.
The real point we have found that the weakness with the IC market is not the end result of weak electronics demand, which will we saw in '08, it has far more regarding excess supply due to production ramps.

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