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The Semico
Inflection Point Indicator Service
Insight and Analysis for the Semiconductor Industry Professional
Semico Research developed the IPI to assist in forecasting semiconductor
revenues approximately three quarters in advance. The IPI combined with
our bill of materials, end market analysis and primary research has led
Semico Research to forecast the industry more accurately than all the
other prognosticators.
The IPI Service
delivers monthly reports that contain a detailed overview of the data
and analysis released in selected Semico studies. These summaries
provide a high-level overview of end-use market and semiconductor
product forecasts.
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Information: The IPI is based on a mathematical model using time
series data and first derivative analysis to calculate industry
inflection points. The prime data inputs are semiconductor sales,
inventories, printed circuit board sales and end market data from
Semico's MAP model (Market Analysis and Planning Model).
The IPI provides executives and key company decision-makers a leading
indicator with a proven track record. It will give you 8-9 month warning
of an impending change in the direction of the semiconductor industry.
Industry executives from all segments of the semiconductor industry have
successfully used the IPI as a primary tool for contingency planning. To
survive in today's highly competitive environment, successful companies
must be proactive, not reactive to industry changes.
IPI Service
subscribers also receive the Semico Spin, a weekly compilation of timely
news analysis from Semico's respected industry analysts. This popular
newsletter covers a broad range of topics and gives readers a unique
perspective on the events that are impacting the semiconductor industry.
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About Semico's MAP Model
Semico
analysts track significant applications. Within each market, Semico
gives you a market forecast, OEM market players, bill of materials with
integration trends, the ASPs for the semiconductor components, a
semiconductor TAM, and the wafer requirements.
Primary research and
close working relationships with semiconductor manufacturers allow
Semico access to roadmaps on device and manufacturing technology.
Semico
also tracks die sizes and yields for the semiconductor devices through
its wafer demand model. This information is integrated into the MAP
Model to track wafer demand by end market. |