According to DMASS (Distributors’ and Manufacturers’ Association of Semiconductor Specialists) the european semiconductor distribution in the third quarter of 2005 declined by 7,8% versus the comparable quarter of 2004. Semiconductor distribution sales from July to September, as reported by the industry body, were 1,093 Billion €. The first nine months of 2005 resulted in 3,44 Billion Euro semiconductor components sales by DMASS members, which is 5,4% lower than the first three quarters of 2004. However, the demise of Eurodis during the summer makes it difficult to compare numbers, since Eurodis’ submission of numbers is missing in Q3. DMASS only reports industrial semiconductor sales, defined as all semiconductors, excluding the PC channel.
Regionally, the only countries remaining with a positive development were Hungary, (10%), Czech Republic (7%) and Russia (6%). While Spain (-1,4%), Germany (-2,1%), Israel (-2,6%) and Italy (-6,1%) fared better than average, other major countries showed double-digit declines: France (-11,8%), UK (-12,2%), Switzerland (-10,7%) and Sweden (-16,7%). Germany remained the major single market (343 Million €), followed by the UK (138 Million €), Italy (131 Million €) and France (105 Million €). As in previous quarters, with combined revenues of ~100 Million € each, both Scandinavia and Eastern Europe represent increasingly strong sales regions for distribution.
Of the major categories, MOS Logic (-1,4%), MOS Micro (-1,8%) and Opto (-2,8%) remained relatively well, while Analog (-8,6%), Discrete (-9,6%), Programmable Logic (-13,4%) and Memories (-19,1%) failed expectations. The detailed product groups can only be looked at with caution due to reporting changes and reclassifications of major product areas at the beginning of 2005. However, it is safe to say that at least LEDs and DSPs as two clean and also promising groups showed continuous signs of growth, with 25% respectively 5%.
Members of DMASS:
AMD, Arrow, Agilent, Analog Devices, Atmel, Avnet (Silica and SCS), Cypress, EBV, Farnell InOne, Future, Fairchild, Freescale Semiconductor, Fujitsu Microelectronics, Infineon, Intel, International Rectifier, Intersil, Memec (now Avnet Memec), Micron, National Semiconductor, NEC Electronics, ON Semiconductor, Osram Opto Semiconductors, Philips, Renesas Technology, Rutronik, Sharp Microelectronics, STMicroelectronics, Texas Instruments, Toshiba und WBC.
