31 Dec '11, 7pm
Market Updates - TTI MarketEye (blog)
"The 2011 year-end update reaffirms the views IDC expressed in its qualitative SAF update published in November 2011. We expect the semiconductor market to bottom by the second quarter of next year and growth to resume for the market and accelerate in the second half of 2012. The enterprise spending cycle should continue in 2012, and the launch of Windows 8 for tablets and ultrabooks will drive demand for computing platforms. Smartphone penetration will accelerate with the growth of lower-cost devices in emerging markets. Datacenter and storage will also continue to grow in order to support cloud-based applications and data traffic will drive more investments in networking and computing infrastructure. Double-digit growth is also expected for consumer devices such as media tablets and eReaders. Finally, the automotive area will bottom sooner than most markets and have a he...