SIA Predicts Broad-Based Recovery in 2004

摘要

The Semiconductor Industry Association (SIA) is calling for a strong recovery across all semiconductor end markets next year. The industry organization predicts the 2003 global semiconductor market will come in at $163B, and will surge to $195B in 2004. John Daane, SIA board member and chairman, president and CEO of Altera Corp. (San Jose), presented the forecast to more than 8pO executives at SIA's 26th annual forecast and award dinner in San Jose. Semiconductor International webcast the presentation live to an additional 450+ viewers worldwide. It is the combination of renewed demand for computers, consumer products and cell phones, combined with tight fab capacity (Fig. 1) and a steady increase in semiconductor content that together will bring about tremendous growth in 2004, Daane commented. In particular, he pointed to renewed spending by corporations on information technology (IT), which in the United States grew by 18% in the second quarter of 2003, and by 15% in the third quarter.