Semiconductor Inventory Levels Are Expected To Stabilize Next Year Has Been Redu
International research and consultancy Gartner, said the third quarter of 2009 GartnerDataquest Semiconductor Stock index (TheDataquestSemiconductorInventoryIndex, DAS) will continue to decline, since more than 1.21 over the past four seasons of “extremely excessive inventory” level, down to “stock alert zone” (that is, DASI index ranged from 1.10 to 1.20). However, analysts also warned that when the semiconductor industry next year, Gartner predicted growth rate, DASI index of at least 2010 before stabilizing.
Obtained by the normal inventory levels throughout the supply chain, information, and such information compared with today’s standards, in order to estimate the overall industry trend. Gartner uses DASI index, the total angle through to view the entire semiconductor industry inventory. DASI index to assess the production of each stage of the normal inventory levels are, the inventory makes the whole production process more smoothly, and the ability to manage the production process would not lead to inventory shortages or excess supply.
DASI index contains the “normal” and “warning” of the control area. More than 1.10, the supply of stocks too, will likely exert downward pressure on average selling prices. If less than 0.95, low inventories, the component will likely have been assigned to go out, or have generated repeat orders of the state.
Gartner senior research analyst GeraldVanHoy said: “In some industries, while the recovery was the basic demand side, the other industry is to benefit from inventory reduction, but only because of their continued efforts to maintain a cautious state of the supply chain to maintain lean . “He also pointed out that” stocks are now worried that a shortage may occur it would be premature, but should continue to observe the changes in inventories, particularly in large markets such as PC and mobile phone. ”
VanHoy said: “Even if there is growth in income, but this is still not enough to offset the growth we have seen the decline in early 2009, and until the end of this year we have not seen any signs of change. However, semiconductor Industrial stocks continued to decline, making the current crisis is manageable. “in the current economic recovery is underway and vulnerable to the impact of the world situation, such as natural disasters and political events, Gartner still maintain for the foreseeable future cautiously optimistic view, while predict the market will return in 2010 and 2011 growth track.
VanHoy explained: “cautiously optimistic, mainly because of the current situation and the last time the crisis period from 2001 to 2002, the semiconductor industry supply chain, there is a big difference.” He said: “The decline in demand for increasingly serious However, increasing the absolute inventory levels consistent with the gradual changes in demand. In the current situation, we see a very different response and management of inventory, the percentage difference between income and stock, compared with the period from 2001 to 2002 crisis, much smaller. ”
Gartner maintain the original view, inventory is still too early to be concerns of a shortage although shortages may occur, but the demand on the current terminal point of view, the possibility of occurrence of very low or not too long a period. VanHoy said the 2009 semiconductor market growth will remain negative, a number of consumer spending began to appear, but the market still lacks a major change.
* DASI index range:
? <0.90 inventory shortage;
? 0.90 ~ 0.95 moderate inventory shortage;
? 0.95 ~ 1.10 normal inventory levels;
? 1.10 ~ 1.20 moderate over-supply of inventory
I am a professional writer from China Crafts Suppliers, which contains a great deal of information about abrasive saw blades , non ferrous blades, welcome to visit!
Processing your request, Please wait....
