Update to Cowan LRA model’s global semicon forecast numbers 2011/2012
December 6, 2011
This is a continuation of my coverage of the fortunes of the global semiconductor industry. I would like to acknowledge and thank Mike Cowan, an independent semiconductor analyst and developer of the Cowan LRA model, who has provided me the latest numbers.
The WSTS posted the October 2011 HBR on Saturday, Dec 3rd, 2011. Consequently, based upon the latest sales numbers availability (through Oct 2011), Cowan has generated updated sales and sales growth forecast numbers for 2011 and 2012 as summarized in the table here:
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