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

Summary

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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