Gartner expects DRAM revenue growth of more than 55% this year
“Given the sales momentum and earlier cutbacks in capital spending, semiconductor foundry and packaging utilization rates are approaching constraints and most regions and most applications are seeing increased orders”, adds Lewis, “the key question now is will the recovery continue at its current rate or will we see a correction?”
Q3 is generally the strongest quarter for semiconductor sales with sequential growth of 9% as system companies build product for back-to-school and the holiday season. Gartner’s new semiconductor forecast shows a 7% rise in Q3 sales followed by a relatively flat Q4, which will better align semiconductor sales with system sales.
PCs and memory are the primary drivers for semiconductor revenue growth in 2010. “Rising DRAM prices coupled with strong PC demand will lead to over 55% DRAM revenue growth in 2010, making DRAM the fastest growing device type by far,” says Lewis.
Gartner analysts expect the semiconductor industry to show continued growth through its forecast period in 2014. The market is on track to surpass the $300bn mark in 2012 when the market is forecast to total $304bn.
