From the chain data, since 2000 13 years, March arithmetic average sequential growth of 2.4%, while in March this year, growth of only 1.83%, in March than in previous years weak seasonal effects; from the industry for 13 years compound growth situation, the average annual compound growth rate of 3.7%, which means that the current industry growth rate still far from reaching the level of a normal year.

getd data show that in March the amount of global semiconductor sales $ 23.3 billion, down 7.95%. While February sales year on year decline of 7.28%, decline narrowed for the first time since May 22, but still weak March data, the industry does not rebound as expected speed MPC860DEZP50D4 optimistic.
In summary, the industry supply and demand ends are facing greater pressure. Imouthfulpli According to the survey, the fourth quarter of 2011 the global semiconductor inventory days by the average 81.3 days before the quarter rose 3.4% to 84.1 days, the highest since the first quarter of 2001, a new high. Although the first quarter of 2012, industry inventories have begun to digest, but the digestion is not obvious. Global semiconductor inventories are still at a relatively high level, large-scale restocking market is difficult to occur, the semiconductor industry recovery is still a long way before.

Current industry fundamentals still optimistic, mobile phones and other terminals slow recovery in demand, industry inventories are at a high level, low capacity utilization and production capacity will be gradually released and other factors are the main obstacle to the industry's rapid recovery.

A quarter of the global mobile phone sales fell slightly. In early market had widely expected the global mobile phone sales this year will reach 1.6 billion, an increase of about 5% -7%. But the market research firm IDC released a report last week, the current total global mobile phone sales of 398 million, down 1.49%, slightly below market expectations.
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Production capacity gradually released, the capacity utilization rate is not high. 2011 global semiconductor capital equipment spending reached $ 44.8 billion, compared with $ 40.6 billion in 2010 spending, an increase of 10.2%. According to the analysis, the total capacity of the semiconductor industry's leading fixed assets 1-2 quarter, while semiconductor equipment spending and leading fixed assets 1-2 quarters. That is, the 2011 semiconductor equipment spending will translate into effective capacity this year. The impact of new capacity by 2010, the global semiconductor capacity utilization rate is only 86.2 percent. As described above, in 2012 the global production capacity is still high, which means that capacity utilization will continue looser, some idle capacity directly down the gross margin level of the enterprise.