Look ahead to Oct. 2010 global semicon sales: Cowan LRA model
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.
October 2010′s “actual” global semiconductor sales is scheduled to be released by the WSTS, via its monthly HBR (Historical Billings Report), on or about December 3rd.
(Note: The WSTS will supposedly publish its annual Autumn forecast numbers on Nov 30th. This is a deviation from its past, normal practice when it had been typically released during the middle of November. The SIA’s Fall annual forecast announcement was published earlier, on Nov. 4, 2010).
It should be highlighted that October’s “actual” sales result will play a role in whether the overall year 2010 sales reaches at least $300 billion, thereby achieving a global yearly semiconductor industry sales breakthrough (historical high).
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