VLSI predicts that the semiconductor industry will be weak this year

The latest survey from the market regulator VLSI pointed out that due to higher-than-expected demand in the semiconductor market in the first quarter of 2011, this year's global semiconductor output growth rate rose from 8.9% to 12.2%. However, under the overall economic uncertainty, the next three quarters of semiconductor growth may not be as seasonal performance.

VLSI originally estimated that the global semiconductor growth rate this year was 8.9%. The latest report pointed out that the annual growth rate of global IC sales in the first quarter was 11.6%, which was much higher than 1.8% in the previous quarter, indicating that the market demand for the first quarter It is hot, so re-upgrade this year's global semiconductor growth rate of 12.2%.

Taiwan Semiconductor Manufacturing Co. chairman Zhang Zhongmou estimates that this year's global semiconductor growth rate is 5% to 7%, and the number after VLSI rises is more optimistic than Zhang Zhongmou. VLSI also raised this year's global chip sales growth rate from 11% to 14%.

VLSI emphasized that this year's global semiconductor market has double-digit growth, mainly due to better-than-expected demand in the first quarter, but the market conditions in the next three quarters may not be as good as seasonal performance.

VLSI believes that due to high oil prices, inflation and Japan's earthquake and other factors, they may affect semiconductor demand, which will make semiconductor demand in the second, third and fourth quarters lower than the seasonal performance.