As their industrial and automotive markets stopped and struggled to restart in 2020 (see Volkswagen faces massive chip shortages Europe and Japan are only just getting back to annual growth. Conversely the Americas regional market, which boomed due to demand for ICs for smartphones, data centers and 5G infrastructure, continued to see growth gradually reducing but still market leading.
As a result, the three-month average of worldwide sales of semiconductors in November was US$39.41, an increase of 1.1 percent over the previous month's averaged total; and 7.0 percent more than the equivalent sales in 2019.
Regionally, sales increased on a year-to-year basis in the Americas (12.5 percent), China (6.5 percent), Asia Pacific/All Other (6.5 percent) and Japan (5.1 percent). Europe is now the only geographic region where the market was smaller than it had been a year before (-0.7 percent).
On a month-to-month basis, sales increased across all regions except Asia-Pacific: Japan (5.2 percent), Europe (3.6 percenrt) the Americas (2.1 percent), China (0.1 percent). Asia Pacific/All Other was down 0.5 percent.
Three-month average of chip sales by geographic region for November and October 2020. Source: SIA/WSTS.
"Global sales of semiconductors continued to rise in November, increasing on a year-to-year basis by the highest percentage since March," said John Neuffer, CEO of the SIA, in a statement.
Monthly data is given by the SIA as a three-month average although the source of the data, the WSTS, tracks actual monthly data. The SIA and other regional semiconductor industry bodies opt to use averaged data because it evens out the actual data that typically shows troughs at the beginnings of quarters and peaks at the ends of quarters.
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