Last November, when I wrote about industry sales through the third quarter of 2014, I said that it was hard to envision final 2014 sales not being the highest annually on record and that a more interesting question to consider was whether final 2014 annual sales would surpass the World Semiconductor Trade Statistics’ (WSTS) forecast at the time of 6.5 percent growth, which WSTS later revised to 9.0 percent growth.
As the final 2014 Global Sales Report revealed earlier this week, 2014 annual sales were indeed record-breaking at $335.8 billion, and annual growth did indeed surpass not just WSTS’s old forecast of 6.5 percent but also its revised forecast of 9.0 percent, coming in at 9.9 percent. Besides the annual year-over-year record sales increase in 2014, quarterly year-over-year and monthly year-over-year (December) sales also grew by 9.3 percent each.
The table below compares 2014 monthly global semiconductor sales totals (on a three-month moving average) with monthly sales totals from 2009 through 2013. From the start to the end of 2014, monthly sales were consistently ahead of the pace set in each of the previous five years. [Source: World Semiconductor Trade Statistics (WSTS) data]Read More