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In System Test, the storage portion of the business is impacted both by reduced demand for HDDs and declining smartphone shipments.
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2023 Q1
27 Apr 23
In the Memory segment
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2023 Q1
27 Apr 23
high demand has pushed out our tester lead times for some configurations to be longer than our target
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2023 Q1
27 Apr 23
We expect our share to be in the high 30s, also up a point or so from last year.
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2023 Q1
27 Apr 23
For the full-year, we expect the market to be flat to down 10% from last year's approximately $1 billion level. This is unchanged from our view in January.
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2023 Q1
27 Apr 23
We expect our share of the SoC market will increase two or three points from last year's 36%.
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2023 Q1
27 Apr 23
We estimate the SoC market in 2023 will be between $3.3 billion and $3.8 billion, down about 20% to 30% from last year's roughly $4.7 billion.
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2023 Q1
27 Apr 23
the depth of the SoC test market decline of this cycle may not be as deep as past cycles
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2023 Q1
27 Apr 23
these customers working to replenish the inventory that has been depleted over the last three years
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2023 Q1
27 Apr 23
The demand that we're seeing here is stronger and more persistent than we expected in January.
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2023 Q1
27 Apr 23
strength in the other roughly 30% of the SoC test market, automotive and industrial test
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2023 Q1
27 Apr 23
the Compute and Mobility segments have represented over 70% of the SoC market, so weakness in these segments has an outsized impact on the overall industry
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2023 Q1
27 Apr 23
we expect test demand for these markets to remain at low levels
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2023 Q1
27 Apr 23
In semiconductor test, lower end market demand and high channel inventory is persisting. And our measures of tester utilization in Q1 of 2023 are at their lowest level in over 10 years.
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2023 Q1
27 Apr 23
The weakness is concentrated in Compute and Mobility SoC test and reflects further erosion in end market demand in 2023. After a 20% decline in PC shipments in 2022, they are forecast to decline an additional 4% this year. Smartphones dropped 10% in 2022 and are forecasted to drop another 4% in 2023.
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2023 Q1
27 Apr 23
Major SOC producers are expected to start the transition to 3-nanometer later in 2023, and this could mitigate the headwinds a bit.
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2022 Q4
30 Jan 23
we expect channel expansion, combined with new products, to drive greater than 20% growth for IA in 2023, weighted to the second half of the year
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2022 Q4
30 Jan 23
our current judgment for the total company has our second quarter about flat with Q1
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2022 Q4
30 Jan 23
in Industrial Automation for the full year, we have 3 notable factors that should help offset these headwinds later in the year.
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2022 Q4
30 Jan 23
As we expected, the macro-outlook in industrial markets is cautious, with weak industrial PMIs.
We expect this will be a growth headwind in the first half of the year.
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2022 Q4
30 Jan 23