Japan's chip exports rebounded too quickly and orders declined in August

Bruce Diesen, an analyst at Carnegie Group, a market research firm from Norway, pointed out that Japanese chip makers have recovered much faster than expected from the 311 earthquake and the tsunami disaster, exposing the double-ordering of some components; And because the channel industry tries to clean up inventory, chip orders have declined.

Diesen said that the three-month average of global chip sales in August for the forthcoming World Semiconductor Trade Statistics Organization (WSTS) is 24.4 billion U.S. dollars, slightly lower than the 24.9 billion U.S. dollars in July; three global chip sales in August Monthly average recession is an exception. In the past ten years, only the same situation has occurred in 2001.

“We think this is due to the uncertain global economy and the first month after the earthquake in Japan that manufacturers accumulate additional inventory, causing access providers to start clearing the goods.” Diesen said that Japan’s chip exports have been substantially increased in July. Growth, but its unexpected recovery rate also exposed many customers who repeatedly ordered after the earthquake: "Ironically, Japan's chip exports rebounded in July and may cause many customers to cancel August. The order."

Diesen said that the impact of the PC market should come from the high inventory level of Acer and HP; as for the low-end mobile phone and automotive semiconductor market performance is relatively strong. He still maintains the 2011 global chip market revenue growth forecast at 4%, but also said that if the chip market performance in August as he said, did not improve in September, I am afraid to make revisions forecast.