Analyst Brruce Diesen of Carnegie ASA estimates chip sales were down 32.2 percent year-over-year in December:
The actual (non-averaged, non-adjusted) chip sales fell even more precipitously at 32.2 percent year-on-year, according to Diesen. The compares with a fall recorded in November of 22.5 percent, suggesting that the suppy chain freeze has yet to run its course. However, the results are consistent with recent fourth quarter financial results from most chip vendors and foundries.
PC-related chip sales fell nearly 40 percent year-on-year in December, while handset-related chips fell nearly 20 percent in dollar terms, Diesen estimated