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2008: Tough Year Ahead

Product Type: Market Research Report
Published by: Objective Analysis
Published: February 2008
Product Code: R3518-5
Description
This white paper gives Objective Analysis' outlook for the semiconductor market in 2008, with a particular focus on semiconductor memories (DRAM, NAND, NOR, and SRAM). Objective Analysis finds that a significant memory revenue decline is nearly inevitable, and this decline will impact overall semiconductor revenues. This white paper explains why this will occur, and illustrates that the market is following well-established trends that have repeated themselves for the past three decades for the semiconductor industry. Data for this complied by Objective Analysis.
Table of Contents
Market outlook

Interaction between capital spending and profits

How memory impacts the total semiconductor market

DRAM shipment history predicts overcapacity




List of Figures

Figure 1. DRAM Profit Growth Mirrors Capital Shortage

Figure 2. Semiconductor Revenue Growth Follows Memories

Figure 3. DRAM Price vs. Burdened Manufacturing Cost

Figure 4. Memory Capital Spending Tracks DRAM Profits


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