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VLSI sees 'skittish market' as IC billings, ASPs fall

Posted: 04 May 2011 ?? ?Print Version ?Bookmark and Share

Keywords:IC billings? chip ASPs? IC units? fab tool orders? skittish IC market?

The ''Semiconductor Analytics'' report released by VLSI Research Inc. sees a ''skittish market'' for ICs.

The report placed IC billings at $4.57 billion for the week ended April 22. The figure is 3 percent lower than that of the previous week but 7 percent higher than year-ago billings.

Chip ASPs were $1.22 in the period, down 3 percent from the previous week and down 2 percent from a year ago, according to the report.

IC units were 3.74 billion in the period, flat from the previous week and up 12 percent from a year ago, the report stated.

It's ''a very skittish market'' for ICs, according to the firm. IC sales were ''21 percent below March peak. Billings (are) down by almost $2 billion a week.''

Here are some other trends: Memory is soaring. CPU is rising. Mobile leads growth. Automotive and industrial are flat.

Fab tool vendors are seeing some order delays. ''Initially the push-outs were seen in DRAM orders, but lately they've spilled into the foundry/subcon and logic," according to a separate report from the firm.

''Some of these deliveries have been pushed back as far as December, though the bulk of them are expected to take place in September. Chipmakers have become skittish lately, following a hot March,'' according to the report. In the foundry space, TSMC has dialed down its early optimism. There are reports that utilization rates at TSMC are falling due to slowing orders in the communications market. We also see signs that GlobalFoundries could be gaining share.''

- Mark LaPedus
??EE Times

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