Gartner Research

Market Trends: Semiconductor Inventory Posing a Risk in 1Q14

Published: 16 April 2014

ID: G00263401

Analyst(s): Gerald Van Hoy, Peter Middleton

Summary

Semiconductor days of inventory continue to rise in 1Q14, after hitting a low point in 3Q13. OEMs were unable to consume all seasonal inventory built up at the end of the year. This is leading to weak semiconductor revenue in 1Q14 and poses some risk if demand softens.

Table Of Contents

Introduction

Market Trend

  • Overall Inventory Dropping, but OEM DOI Still Somewhat Elevated

Contrarian View

  • If Material Economic Changes Occur, These Trends Change

Vendors to Watch

Conclusions

Gartner Recommended Reading

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