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Global Semiconductor Sales Up 14.7% Year-to-Year in February, Says SIA

AleksandarK

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The Semiconductor Industry Association (SIA) today announced global semiconductor industry sales were $39.6 billion for the month of February 2021, an increase of 14.7% over the February 2020 total of $34.5 billion, but 1.0% less than the January 2021 total of $40.0 billion. Monthly sales are compiled by the World Semiconductor Trade Statistics (WSTS) organization and represent a three-month moving average. SIA represents 98% of the U.S. semiconductor industry by revenue and nearly two-thirds of non-U.S. chip firms.

"Global semiconductor sales during the first two months of the year have outpaced sales from early in 2020, when the pandemic began to spread in parts of the world," said John Neuffer, SIA president and CEO. "Sales into the China market saw the largest year-to-year growth, largely because sales there were down substantially early last year."



Regionally, year-to-year sales increased across all markets: China (18.9%), Asia Pacific/All Other (18.2%), the Americas (9.7%), Japan (7.6%), and Europe (6.8%). Month-to-month sales increased in Asia Pacific/All Other (1.5%) and Europe (0.8% percent), held flat in China, and decreased in Japan (-3.4%) and the Americas (-5.9%).

For comprehensive monthly semiconductor sales data and detailed WSTS forecasts, consider purchasing the WSTS Subscription Package. For detailed historical information about the global semiconductor industry and market, consider ordering the SIA Databook.

To learn more about the global semiconductor supply chain, download the new SIA/Boston Consulting Group Report: Strengthening the Global Semiconductor Supply Chain in an Uncertain Era.

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Kind of shows you how unable they are to increase capacity. 10 percent more than normal and EVERYTHING goes out of stock. They can't just add another shift at night or something.
 

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Sales revenue is a great metric if you happen to own a fab or two.
For the rest of us, what matters is if the total number of chips sold also went up. And by how much.
 
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This probably also includes NAND & DRAM ~ among them NAND sales are booming, especially the quantity!
 
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Wait, if there is such incredible shortage how come sales are going up?
 

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Wait, if there is such incredible shortage how come sales are going up?
That was my question, too. It doesn't say the number of units went up, it says the total revenue went up. The whole 14% could be made up entirely of price hikes. I doubt it is and this will vary with sector, but just sayin'.
 
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Wait, if there is such incredible shortage how come sales are going up?
There is an incredible shortage. Shortage is supply AND demand.

What is mind boggling is that a complete world wide shortage occurred with only a 15 percent increase in sales. One would have thought the industry would be selling 50 percent more than normal, since everything is instantly out of stock.
 

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Wait, if there is such incredible shortage how come sales are going up?

Maybe they will drop once the werehouses are empty which it's getting like that for a lot of things now.
 
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