Gartner Research

Market Trends: Semiconductor Inventory Risk Subsiding in 2Q14

Published: 30 July 2014

ID: G00268779

Analyst(s): Peter Middleton, Gerald Van Hoy

Summary

Semiconductor days of inventory declined appreciably in 2Q14 after bouncing back in 4Q13. Semiconductor revenue is poised to resume a relatively normal trend for the remainder of the year after inventory-induced weakness in 2Q14. OEM inventory should be carefully monitored.

Table Of Contents

Introduction

Market Trend

  • Overall Days of Inventory Dropping, but OEM DOI Still Somewhat Elevated

Contrarian View

  • If Material Economic Changes Occur, These Trends Change

Vendors to Watch

Conclusions

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