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August 2020

July 2020 Semico IPI Report: 1H 2020 Revenues increase 5.9% YoY; Semico Raises 2020 Annual Forecast to 3.3%

With first half results in, we have some perspective on this historic year. Revenues were up 5.9% from 1H 2019, and they were down 3% from 2H 2019. Revenues in 2Q 2020 were down only 0.9% from 1Q 2020, and they were up 5.0% from 2Q 2019. Units in the 2Q were down 2.4% compared to 1Q 2020, and they were down 2.7% compared to 2Q 2019.

On a regional basis, China had the best results in 2Q 2020, with revenues up 6.6% and units up 7.1%. This reflects the country recovering from the devastating lockdowns the country experienced ........
 

2020 Total Wafer Demand Expected to Reach 106.3 million 300mm Wafer Equivalents, says Semico Research

The unanticipated COVID-19 pandemic is playing havoc with both the world economic scene as well as the semiconductor industry outlook. In January 2020, as Wuhan, China and other surrounding areas shut down, there was speculation that the world would experience an interruption in the supply chain. Today it is clear that the U.S. and world GDP have been affected, and most forecasters adjusted their numbers down. On the other hand, the semiconductor industry is experiencing some positive results by responding quickly to the warning signs from China and the shelter-at-home directive.

Smart Speaker Unit Shipments Expected to Grow 28% in 2020, says Semico Research

Our interaction with electronic devices has changed much over the decades. We have gone from command-line to graphical user interfaces to touchscreens. We have now arrived at a new user interface: voice interaction with assistants such as Amazon's Alexa. Smart speakers installed with a voice assistant are the new way to easily play music or get information. Speakers have transitioned to interactive, connected devices that can operate in concert with other smart devices in the home.

Smart Speakers: A Booming Market

Our interaction with electronic devices has changed much over the decades. A big step up was the transition from command-line to graphical user interface, along with keyboards and mice. The next big jump was the touchscreen, which had been around for decades before being popularized on a global scale by Apple’s iPhone in 2007. We now have arrived at a new user interface: voice supported by natural language processing.

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