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Worldwide Semiconductor Revenue Forecast:Q3預測下修,全年無成長,Monitoring 2012Semiconductor Quarterly Revenue Profile,3Q11 Update-修正且喘息終端應用與元件影響半導體市場比例· PC舆手機貢獻60％的市場下滑数量· Memory (DRAM,flash,etc.)被影響了近一半· ASIC, Analog & Power Discrete下修程度輕微,ASP無太大影響· PC產業數量有成長,但ASP下降的非常快2011庫存已開始調整,預期會持續到1Q12Semiconductor Inentory Index庫存指標(DOI)顯示元件庫存從4Q10超過平均值Quarberly Average Inventory Held by Global SemlconductorSuppllers (Excluding Memory, In Days of Inventory)·過去四年平均值為72(DOI)·從1Q11開始庫存增加有減緩,是一個正面訊號·一般而當去庫存化需2～3季時間3Q11庫存指標(DOI)有開始平緩現象Semiconductor Vendor DOIInventory and Utilization 總結Excess Inventory Pushes Utilization Down· Utilization drops in 2011 as Semiconductor inventories stay high· Investments in new capacity in 2011 depress utilization rates as production drops in response to excess inventory· Utilization inches upward in 2012 in response to reduced investments.