Predicting 7.6% semi growth in C2019 vs. 14.8% in C2018 02/04/2019

Predicting 7.6% semi growth in C2019 vs. 14.8% in C2018

Our algorithms predict further revenue slowdown for semiconductor chips. For C2019, we predict $509.3B of total semi chip revenues compared to $473.3B in C2018. This translates to 7.6% annual growth in C2019 vs. 14.8% for C2018. Our algorithms attribute this deceleration to a slowdown in new data center infrastructure build and smartphone unit contractions.

Western Digital predictions updated

Western Digital’s revenue predicted to grow again in early C2020

Picacio’s updated longer-term predictions for Western Digital’s revenues, gross profit, and unit shipments appear to bode well for the company. These updates are based on our algorithms which currently predict SSD/NAND price stabilization towards the end of calendar 2019 driven by resumption of demand growth and supply rebalancing. We expect this could translate into top-line growth for Western Digital provided the company maintains market share in both HDD and SSD product lines. These predictions are subject to change as new industry and macroeconomic data are ingested by our machines.

Western Digital predictions updated

Western Digital’s revenue predicted to grow again in early C2020

Picacio’s updated longer-term predictions for Western Digital’s revenues, gross profit, and unit shipments appear to bode well for the company.  These updates are based on our algorithms which currently predict SSD/NAND price stabilization towards the end of calendar 2019 driven by resumption of demand growth and supply rebalancing. We expect this could translate into top-line growth for Western Digital provided the company maintains market share in both HDD and SSD product lines. Our predictions will automatically update as new industry and economic data are ingested by our platforms.