Semiconductor Value Chain

Semiconductor Inventory Oversupply Not Ringing Alarm Bell 
Inventory Tracker - Q4 2010 

The Q3 2010 financial reporting period once again witnessed record revenues, profits and gross margins as the recurring theme for semiconductor suppliers. Sequential quarterly semiconductor revenue growth of 5.8% was just above inventories, which increased 5% (compared with the more than 10% inventory increase projected in the last tracker), tipping the inventory situation just into...

Key Issues
  • Where is the inventory?
  • What level of inventory is "normal?"
  • Do actual inventory and days of inventory differ among various nodes in the supply chain?
  • Are there identifiable trends with inventory and Days of Inventory?
  • What areas of the supply chain are better/worse off than others?
  • Should I lower prices to move inventory?
  • Should I reduce or boost utilization?
  • Are orders going to be fulfilled on time



Applicable To
  • Semiconductor Suppliers
    • Marketing
    • Planning
    • Engineering
  • EMS Firms, OEMs, and ODMs
    • Marketing
    • Procurement
    • Engineering
  • Electronics Distributors
    • Marketing
    • Operations
    • Sales
Forecast
  • Frequency
    • Quarterly 
    • Monthly Analysis
  • Measures
    • Days of Inventory
    • Semiconductor Suppliers
    • PC OEMs
    • Mobile Handset OEMs
    • Semiconductor Foundries
    • EMS Providers
    • Electronics Distributors
    • Storage OEMs
    • Analog
    • Memory
    • Storage

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