Fall in semiconductor inventory in Q1, as per IHS
IHS has seen a fall in inventory of semiconductor component in the first quarter of 2013 by hoping for consumer demand for electronic products in the second half of 2013. IHS finds Semiconductor makers’ inventory in the first quarter declined to $37.6 billion, down 4.6 percent from $38.4 billion in the fourth quarter of 2012.
Other info shared by IHS on this subject includes: The decline in inventory paralleled the contraction in semiconductor revenues, which fell 5.1 percent sequentially, following the normal seasonal demand pattern. “While overall chip revenue declined in the first quarter, falling inventories among chip suppliers—combined with expanding stockpiles at distributors, contract manufacturers and original equipment manufacturers (OEM)—indicate that consumer demand for electronics rose during the period,” said Sharon Stiefel, analyst for semiconductor market intelligence for IHS. “This contributed to a decline in chip inventories. At the same time, semiconductor companies maintained tight control over their manufacturing capacity, contributing to the decline in inventory.” Signs of strength from PC and cellphone OEMs Throughout the electronics supply chain, the largest increases in inventory were posted by cellphone and PC OEMs. Cellphone mak...
Other info shared by IHS on this subject includes: The decline in inventory paralleled the contraction in semiconductor revenues, which fell 5.1 percent sequentially, following the normal seasonal demand pattern. “While overall chip revenue declined in the first quarter, falling inventories among chip suppliers—combined with expanding stockpiles at distributors, contract manufacturers and original equipment manufacturers (OEM)—indicate that consumer demand for electronics rose during the period,” said Sharon Stiefel, analyst for semiconductor market intelligence for IHS. “This contributed to a decline in chip inventories. At the same time, semiconductor companies maintained tight control over their manufacturing capacity, contributing to the decline in inventory.” Signs of strength from PC and cellphone OEMs Throughout the electronics supply chain, the largest increases in inventory were posted by cellphone and PC OEMs. Cellphone mak...
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