TechInsights Critical Subsystems Driving Forces Update on Platform
Updates included are the following:
- Driving Forces
- Device Forecast Summary
- Forecast for Electronics Revenues
- Forecast for Semiconductor Revenues, Unit Shipments, and ASPs
- Device Forecast Summary
An updated electronics and semiconductor device forecast is out on the platform. Semiconductor sales in the second half of 2022 are expected to be down 10% Y-o-Y, but 2022 is still holding out for a 5% increase overall. 2023 is looking to be a down year driven primarily by the memory market’s inventory correction. Logic is not safe either however and is expecting to see slowdowns from excess inventory and a slowing demand in the second half of 2023.
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