Market Trends: Semiconductor Inventory Correction Continues in 4Q11

G00222590

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Summary

Many semiconductor companies have reported worse-than-expected sales in 3Q11 and are also projecting poor sales for 4Q11. Weak semiconductor sales trends indicate that an anticipated inventory correction is under way. Gartner believes that sales will return to sell-through levels early in 2012.

Table of Contents

  • Trends in the Market
  • Market: Elevated Inventory Is a Risk in the Face of Economic Uncertainty
    • New Methodology: Lead-Time Tracking
  • Contrarian View: If European Financial Markets Cannot Be Stabilized, These Trends Change
  • Vendors to Watch
  • Conclusions
  • Recommended Reading
© 2011 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Reproduction and distribution of this publication in any form without prior written permission is forbidden. The information contained herein has been obtained from sources believed to be reliable. Gartner disclaims all warranties as to the accuracy, completeness or adequacy of such information. Although Gartners research may discuss legal issues related to the information technology business, Gartner does not provide legal advice or services and its research should not be construed or used as such. Gartner shall have no liability for errors, omissions or inadequacies in the information contained herein or for interpretations thereof. The opinions expressed herein are subject to change without notice.

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