editor’s word
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EuroAsia Semiconductor is published four times a year on a controlled circulation basis. Non-qualifying individuals can subscribe at: £105.00/€158 pa (UK & Europe), £138.00 pa (air mail), $198 pa (USA). Cover price £4.50. All information herein is believed to be correct at time of going to press. The publisher does not accept responsibility for any errors and omissions. The views expressed in this publication are not necessarily those of the publisher. Every effort has been made to obtain copyright permission for the material contained in this publication. Angel Business Communications Ltd will be happy to acknowledge any copyright oversights in a subsequent issue of the publication.
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Recent announcements by industry analysts, heads of major companies and stock market announcements are all suggesting that the IC industry is returning to its preferred positive growth. There is excitement at spending and output levels returning to 2007 levels and the percentage growths for the next few quarters are not only supposed to be positive but should see double digit growth return.
All this is positive news on the surface but the number of companies playing in this sector has diminished drastically since the industry zenith at the start of the millennium. What impact will the reduced number of players have on the value chain? Will OEM manufacturers get a better or tougher deal from IDMs? Will OEMs and suppliers be able to leverage the shrinking company base to their advantage? And the big question remains as to whether research and development costs will be shared more evenly across the value chain?
Of course only time will answer these questions effectively and new players are sure to venture in now the news is fiscally positive. Unless they have disruptive technologies it is hard to imagine the established companies being too concerned. Whatever the long term outcomes there will be more smiling faces at upcoming conferences as the industry moves forward from a difficult industry period.
It is worth remembering that all this good news is dependent on a continuing stable and successful economy. Many industry sectors are reporting that the recession is over just as the financial world faces a number of new challenges, the most recent being the Greek financial crisis. Although not a major player in the microelectronics world, the fiscal future of the failing Greek economy could have ramifications for all markets. the worst case scenario is a domino effect on other countries stretched to their borrowing limits. This includes some major economic players so once again the microelectronics’ industry is at the mercy of the global financial situation.
Despite any uncertainty there has been a continued growth in emerging areas of technology such as MEMs, nanotechnology and advanced packaging that will continue to create new opportunities for industry players. As is normal in this industry, the motto must remain change or be changed.
David Ridsdale Editor-in-Chief
Growth returns
3
www.euroasiasemiconductor.com Issue II 2010
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