Gartner Research

Forecast Analysis: Electronics and Semiconductors, Worldwide

Published: 23 July 2019

ID: G00384616

Analyst(s): Bill Ray , Joseph Unsworth , Jon Erensen , Ben Lee , Roger Sheng , Rajeev Rajput , Amy Teng , Anushree Verma , Andrew Norwood , Kanishka Chauhan , Juhi Gupta , Masatsune Yamaji


Semiconductor revenue is expected to decline by 9.6% in 2019, revised from a 3.4% decrease in the previous update. It will be a correction after strong growth since 2016. Semiconductor vendors must review production and investment plans to protect themselves from a weaker market in coming quarters.

Table Of Contents
  • Forecast Assumptions
  • Market Impacts
  • Notable Changes

Forecast Data Summary

Forecast Model Summary

Influencing Factors and Assumptions

  • Influencing Factors
    • DRAM Pricing Dynamics
    • NAND Supply and Demand
    • End-Market Demand for Smartphones
  • Forecast Assumptions
    • DRAM Price Will Decline Dramatically in 2019
    • NAND Sufficiency Will Be in Undersupply by 4Q19 and Throughout 2020
    • 5G Will Dominate Premium Smartphones in Three Years

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