ISA WINWire March 4 - 11 2011

India's mobile subscribers base up by 2.52%

Source:, March 4 2011

The number of mobile subscribers in the country touched the 771.18 million figures by January end, with the addition of 18.99 million connections in the month, official data shows. ccording to the Telecom Regulatory Authority of India (TRAI), the wireless user base grew 2.52 per cent to 771.18 million in January from 752.19 million in the previous month. The report said that while the share of urban subscribers declined to 66.42 per cent from 66.65 per cent in the month, the share of rural subscribers increased from 33.35 per cent to 33.58.

Global semiconductor levels highest in two and a half years

Source: Chris Shaw, newelectronics, March 8 2011

Global inventories held by semiconductor suppliers grew to the highest level in two and a half years during Q4 2010, according to IHS iSuppli research. The electronics market analyst warns that this development could spell trouble if chip industry growth loses steam this year. IHS reports that semiconductor suppliers had 83.6 days of inventory (DOI) at the end of the fourth quarter of 2010, up 5.5 days, or 7%, from 78.1 days in the previous quarter. Inventory was said to be at its highest level since the second quarter of 2008, just before the onset of the last semiconductor downturn, when DOI reached 84 days.

Taiwan opens hi-tech to mainland investors

Source: Jens Kastner, Asia Times Online, March 8 2011

Taiwan is to open a large part of its core high-technology business, including semiconductor manufacturing, to investment from mainland China, a move that merely a year ago could have led to fist fights among Taiwan's lawmakers. The island's Ministry of Economic Affairs (MOEA) announced the opening of Taiwanese panels and semiconductors together with 40 other sectors to mainland investment March 2. According to the MOEA's figures, after the new opening list comes into effect, 42% of Taiwan's manufacturing industry, 42% of the services industry and 24% of the public construction industry will be open to the mainland.

Electronics industry rises to globalisation

Source: Andrew Mansfield, Altium Ltd, March 9 2011

As we move into another decade of evolutionary change in the electronics industry, there are already signs that an extremely fundamental and profound shift is underway. It's a change that is both exciting and potentially unsettling for those in the industry, depending on your perspective, and we've only seen the tip of the iceberg. In a nutshell, the electronics design industry is now operating at a truly global level, and the challenges and opportunities this presents are growing by the day. One immediately apparent indicator of this is how the concept of globalisation has expanded to encompass all aspects of developing and marketing electronic products.

Stable ASPs drive chip industry growth

Source: Peter Clarke, EE Times, March 10 2011

IC Insights' Bill McClean and Future Horizons Ltd's Malcolm Penn predict that ASPs are recovering and will drive global semiconductor industry growth in 2011 and 2012. The two analysts, speaking at the ISS Europe conference held in Grenoble, France took similar positions and ascribed the two-year boom to a return to normal unit demand allied to flat-to-increasing average selling prices (ASPs) for chips. McClean, CEO of IC Insights, predicted a long-term compound annual growth rate for the chip industry of 9 to 10 per cent due to stable ASPs over the next few years. McClean said the difference between IC Insights and Gartner and other forecasters is that they see ASPs continuing to fall by about 4 per cent each year, dragging the typical 10 per cent unit growth in the chip market down to just 5 or 6 per cent growth in monetary value.

Compiled by ISA Research

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