{"id":431956,"date":"2023-09-13T09:58:07","date_gmt":"2023-09-13T07:58:07","guid":{"rendered":"https:\/\/www.eenewseurope.com\/?p=431956"},"modified":"2023-09-13T16:09:01","modified_gmt":"2023-09-13T14:09:01","slug":"future-revoit-a-la-hausse-ses-previsions-pour-le-marche-des-puces","status":"publish","type":"post","link":"https:\/\/www.ecinews.fr\/fr\/future-revoit-a-la-hausse-ses-previsions-pour-le-marche-des-puces\/","title":{"rendered":"Future Horizons revoit \u00e0 la hausse ses pr\u00e9visions pour le march\u00e9 des puces"},"content":{"rendered":"

Malcolm Penn, CEO et analyste principal de la soci\u00e9t\u00e9 d’\u00e9tudes de march\u00e9 Future Horizons, a r\u00e9duit de moiti\u00e9 l’ampleur de la contraction qu’il pr\u00e9voit pour le march\u00e9 des puces en 2023.<\/h2>\n

En mai 2022, Penn a d\u00e9clar\u00e9 que le march\u00e9 des puces se contracterait de 17 \u00e0 26 %. En mai 2023, il a ramen\u00e9 cette pr\u00e9vision entre 18 et 22 %, 20 % \u00e9tant le r\u00e9sultat le plus probable.<\/p>\n

Dans son dernier rapport sur le march\u00e9 des puces, M. Penn a pr\u00e9dit que le march\u00e9 se situerait entre 8,5 et 11,5 %, avec une baisse de 10 % en point milieu. Penn est ainsi en phase avec d’autres pr\u00e9visionnistes tels que Gartner (-11 %) et WSTS (-10,3 %).<\/p>\n

M. Penn a expliqu\u00e9 son changement d’avis par une croissance s\u00e9quentielle du march\u00e9 beaucoup plus forte que pr\u00e9vue au deuxi\u00e8me trimestre de l’ann\u00e9e 23. Alors qu’il s’attendait \u00e0 une contraction s\u00e9quentielle de 5 %, les statistiques WSTS\/SIA ont r\u00e9v\u00e9l\u00e9 une croissance de 6 %.<\/p>\n

\u00ab\u00a0Le march\u00e9 a atteint son niveau le plus bas et cela s’est produit un trimestre plus t\u00f4t que d’habitude\u00a0\u00bb, a d\u00e9clar\u00e9 M. Penn. Il a indiqu\u00e9 que les cycles baissiers durent g\u00e9n\u00e9ralement quatre trimestres, mais que le dernier s’est achev\u00e9 apr\u00e8s trois trimestres. \u00ab\u00a0Il a \u00e9t\u00e9 tir\u00e9 par la logique et les ventes de microprocesseurs. C’est \u00e0 dire tout ce qui est li\u00e9 \u00e0 l’IA et les activit\u00e9s s’y rattachant\u00a0\u00bb, a-t-il d\u00e9clar\u00e9.<\/p>\n

\u00ab\u00a0Le calendrier a eu un impact sur les calculs, mais pas sur l’analyse. Un changement en d\u00e9but d’ann\u00e9e a un effet multipli\u00e9 sur l’ensemble de l’ann\u00e9e. Cependant, la force de la reprise n’est pas encore claire\u00a0\u00bb, a d\u00e9clar\u00e9 M. Penn.<\/p>\n

M. Penn a ajout\u00e9 qu’il n’\u00e9tait pas pr\u00e9occup\u00e9 par le fait qu’il avait modifi\u00e9 ses pr\u00e9visions de mani\u00e8re aussi importante. \u00ab\u00a0Nous ne nous laissons pas prendre en otage par un chiffre. Ce qui compte, c’est l’analyse, qui a \u00e9t\u00e9 tout \u00e0 fait pertinente. En 2022, nous \u00e9tions le seul analyste \u00e0 dire que 2023 serait une ann\u00e9e n\u00e9gative. Je suis satisfait de cette analyse.<\/p>\n

Liens et articles connexes :<\/h4>\n

www.futurehorizons.com<\/a><\/p>\n

Articles de presse :<\/h4>\n

Selon un analyste, le march\u00e9 des semi-conducteurs a franchi un cap<\/a><\/p>\n

Selon M. Penn, le march\u00e9 mondial des puces devrait encore conna\u00eetre une baisse de 20 % en 2023<\/a><\/p>\n

Selon Gartner, le march\u00e9 mondial des puces devrait diminuer de 11 % en 2023<\/a><\/p>\n

Le WSTS revoit \u00e0 la baisse les pr\u00e9visions du march\u00e9 mondial des puces pour 2023<\/a><\/p>\n

Certains pr\u00e9visionnistes du march\u00e9 sont dans le d\u00e9ni, d\u00e9clare M. Penn de Future Horizons<\/a><\/p>\n

Gartner reste optimiste quant aux perspectives du march\u00e9 des puces pour 2023<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Malcolm Penn, CEO et analyste principal de la soci\u00e9t\u00e9 d’\u00e9tudes de march\u00e9 Future Horizons, a r\u00e9duit de moiti\u00e9 l’ampleur de la contraction qu’il pr\u00e9voit pour le march\u00e9 des puces en 2023. En mai 2022, Penn a d\u00e9clar\u00e9 que le march\u00e9 des puces se contracterait de 17 \u00e0 26 %. En mai 2023, il a ramen\u00e9 […]<\/p>\n","protected":false},"author":34,"featured_media":200586,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[888],"tags":[2327,1558],"domains":[47],"ppma_author":[1153,3631],"class_list":["post-431956","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marche","tag-marche","tag-semiconducteurs","domains-electronique-eci"],"acf":[],"yoast_head":"Future Horizons revoit \u00e0 la hausse ses pr\u00e9visions pour le mar...<\/title>\n<meta name=\"description\" content=\"Malcolm Penn, CEO de Future Horizons, a r\u00e9duit de moiti\u00e9 l'ampleur de la contraction qu'il pr\u00e9voit pour le march\u00e9 des puces en 2023.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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