China's semiconductor sales increased by 17% in November 2019, but may slow down in 2019
SIA announced on December 31, 2018 that global semiconductor sales in November 2018 were $41.4 billion. Compared with the previous month, sales increased by 1.1%; compared with the same period last year, sales increased by 9.8%.
John Neuffer, president and CEO of SIA, pointed out that global semiconductor industry sales continued to show strong annual growth. From January to November 2018, annual revenue has exceeded 2017's full year; but growth has slowed slightly in recent months. Sales in all major regional markets showed an increase in November; China performed best, with an increase of 17%. After accounting for December sales, it is estimated that the annual growth rate will reach double digits in 2018, and the growth rate will be moderate in 2019.
Looking at the purchasing power of each region, compared with the same period of last year, China's sales in November increased by 17.4%, the Americas increased by 8.8%, Europe increased by 5.8%, Japan increased by 5.6%, and Asia Pacific/Other regions increased by 4.4%.
The Morgan Stanley analyst team recently released a report that overall sales of the semiconductor industry will fall by 4.7% in 2019. Analysts believe that in the next five years, the growth rate of the semiconductor industry will fluctuate around the GDP growth rate, but it is not optimistic about 2019, they believe that the situation will be more severe than the 2015 industry downturn.