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    IC Industry Slowdown october 2019

    Slowdown: When did it start ... What drove it ... When will the recovery come

      G Dan Hutcheson
     Oct 25, 2019

    By early 2018, is was clear to VLSIresearch that the end of the boom was near and that 2019 would be bad. Many of its indicators had been raising red flags since late 2017. This alarm was reflected each week in VLSIs Weather Reports, which were seen by the thousands who subscribe to SemiWEEK, plus more in its other reports. Still growth would stay positive while the industry partied through 2018. However, while positive, growth was clearly slowing. In this presentation, we’ll show the data that revealed a clear growth peak around December of 2017, and how it started a steady decline that continued through 2018. By January of 2018, it was clear the party was over, even though no other major market research firm would forecast a negative year until it was well under way. As the year has progressed, key pressure fronts for an industry recovery reached the outer cyclical boundaries started to reverse its course. The question is when we be back in a growth cycle? Will it be a “V” or “Canoe” shape. The presentation will highlight the factors that will likely determine the future course. Some of the questions to be addressed in the presentation include: • What are the pressure and strategic inflection points? • What’s different about the cycle today? -The effect of a slowing in Moore’s Law

    Views: 4343
    Domain: Electronics
    Category: Semiconductors

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