Global semiconductor sales fell for the fifth consecutive month, and Dawn was in the third quarter?

On July 2, according to the latest report of the Semiconductor Industry Association (SIA), global semiconductor sales in May fell 15% year-on-year to US$33.1 billion, which is the fifth consecutive month lower than the same period last year.

According to the report, global semiconductor sales in May this year were $33.1 billion, an increase of 1.9% from $32.5 billion in April, but a 14.6% decrease from $38.7 billion in the same period last year.

In this regard, SIA President and CEO John Neuffer said that global semiconductor sales in May fell significantly compared with last year, which was the fifth consecutive month of negative growth, but slightly increased compared with last month, especially in the Americas for nearly seven months. First growth. However, if compared with last year, sales in the Americas still have a sharp decline.

SIA said that compared with last month, sales in the Americas, Japan and China all grew slightly, with China's highest increase, reaching 5.4%, while sales in Europe and the rest of Asia Pacific fell. In addition, if all compared with the same period of last year, all regions have declined, while the Americas region has dropped by 27.9%, while the rest of the region has declined by 9-14%, which is less than the overall 15%.

Since the fourth quarter of last year, the semiconductor industry's inventory level has been generally high, and the first half of this year is a traditional off-season. Fortunately, the decline in semiconductor sales in the second quarter showed signs of slowing down. The industry generally believes that after entering the third quarter of the peak season, inventory can be completed as soon as possible, and at the end of this year, semiconductor sales can be equal to last year.

In addition, ICInsights also pointed out that due to the cyclical nature of the semiconductor industry, the IC market has never experienced a four-quarter decline, so ICInsights expects the IC market in the third quarter of this year is likely to rebound.

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