Semico’s IPI and Total Worldwide Semiconductor Sales ($US B) Source: Semico Research Corp. Click picture to view a sample report!

The IPI Report The IPI is Semico’s most popular report series that accurately predicts semiconductor revenue inflection points four quarters in advance. The IPI Report is designed around the chart on the left, which has a proven track record of forecasting these inflection points. Black Arrows: The IPI turned up in January 2006. Four quarters later, in February 2007, semiconductor sales turned up. Red Arrows: The IPI turned down in October 2007. Semiconductor sales began a disastrous downturn four quarters later in October 2008. The light blue, dark blue and orange arrows show similar four quarter predictions for in-flection points in semiconductor sales. Most recently, the IPI was the only predictor warning of the slowdown in the 2nd half of 2011 twelve months before it occurred! The monthly IPI Report includes excerpts from recent Semico studies and the Semico Worldwide Semiconductor Sales Forecast. Report sections discuss future trends in the supply chain. Recent articles include: MEMS and Sensors in Smartphones Mobile Devices: Analog Market Trends Portable Media Players: Converging Markets IP Subsystems: The Next IP Market Paradigm SoC Silicon and Software Design Costs Automotive: Key Market Driver for MCUs Secondary Semiconductor Equipment Market 450mm Wafer Manufacturing: Who Needs It? Each quarter the IPI Report includes Semico’s Worldwide Semiconductor Forecast and device detail (Units, Dollars and ASPs): Microprocessor Microcontroller DSP MOS Logic Bipolar DRAM NAND Analog Discretes Optoelectronics Subscribe Now by Contacting Debi Antoni at Debia@semico.com or 623-387-4650