Global chip sales topped $61 billion in the third quarter of 2009, according to the latest statistics from SIA. While semiconductor sales improved quarter over quarter, the overall numbers are still down about 10 percent compared with 2008. PC, cell phone and smartphone sales are helping the chip industry recover. Intel and AMD are also reporting increasing demand for x86 processors.
In another sign that the IT industry is preparing for a turnaround,
worldwide chip sales increased about 19 percent from the second to the third
quarter of 2009, according to research from the Semiconductor Industry Association.
Global chip sales hit $61.9 billion in the third quarter of 2009, an
increase of 19.7 percent from the second quarter, when revenues totaled $51.7
billion. Still, SIA reported that semiconductor sales fell about 10 percent
year over year, indicating that a full recovery is still many months away.
From August to September, global chip sales increased about 8 percent to
$20.1 billion, according to SIA's Nov. 2 report.
During the third quarter, which ended Sept. 30, chip revenues were helped by
better-than-expected sales of desktops, laptops, cell
phones and smartphones
In addition, the SIA report found that semiconductor
sales from larger IT hardware, such as storage and server systems, had increased
during the past quarter.
While chip sales were down year over year, the third quarter performed with
normal seasonality, suggesting that the chip market, as well as the overall IT
hardware market, has stabilized.
"Unit sales of personal computers and cell phones-the two largest
demand drivers for semiconductors-continue to run ahead of earlier
forecasts," SIA President George Scalise said in a statement.
"Meanwhile, demand for semiconductors for industrial applications-a sector
that had declined sharply-showed initial signs of recovery."
In recent weeks, Gartner
and IDC both issued reports that showed the global PC market
steam in the final months of 2009. In addition, Intel
the two largest producers of x86 processors for PCs and
servers, reported during their third-quarter financial results that they had
seen increasing demand for PCs and servers during the past several months.
However, enterprise spending on hardware is not expected to start until
2010, although the recently released Microsoft
Windows 7 should help holiday sales of consumer PCs.
A slate of new cell
phones and smartphones, including the endlessly hyped Motorola
should also help this holiday season.
Analysts and other industry watchers should have a better view of the PC market
by late November, when Hewlett-Packard
will report their latest
"Sales are running well ahead of the worst-case
scenarios projected early in the year, and we are optimistic that total sales
for 2009 will be better than our midyear forecast," Scalise said.