11月26日,据9月大部分市场调研公司尚认为2012年可能会有5%的增长。然而进入10月以来,风向偏离,开始有部分市场调研公司认为可能会转入负增长,如Gartner于11月预测明年全球半导体业将下降3%,为2980亿美元。可见,今年的半导体业有点戏剧性变化。那么,尽管目前半导体业还处于下降态势,何时探底尚很难言。以下从投资预测、技术进步及终端市场的需求等方面对增长动能进行分析。 On November 26, according to most of the market research companies in September, the company still believes that there will be 5% growth in 2012. However, since the beginning of October, the wind direction deviates from the start of some market research companies that may turn negative growth. For example, Gartner predicted in November the global semiconductor industry next year will drop 3% to 298 billion U.S. dollars. Visible, this year’s semiconductor industry a little dramatic change. So, although the current semiconductor industry is still in a downward trend, when the bottom is still hard to say. The following from the investment forecasting, technological progress and the needs of the terminal market and other aspects of growth momentum analysis.