Global semiconductor sales in August are likely to come in at $22.6 billion for the 3-month moving average, compared with the corresponding figure the previous month, which was $22.1 billion, and up 5 percent year-on-year, according to securities house Carnegie.
Actual August chip sales probably fell 0.2 percent year/year, compared to rising 2.6 percent in July, according to Bruce Diesen, analysts at Carnegie Research ASA.
Diesen has also revised down by 1 percent, to 6 percent, estimated growth for the semiconductors sector next year.
The August figures are likely to be released by the World Semiconductor Trade Statistics (WSTS) on October 1.
Diesen suggests PC chips probably remained slow in August, but the low-end notebooks sector faring well.
Handset chips should be up around 10 percent in volume terms, with slightly better mix than in July, when high end handsets eased somewhat.
Diesen predicts the figures will show that Chinese tech exports slowed in August, hurt by the PC slowdown.
Memory chips will be hurt by weak prices in August, while cars and precision instruments slowed compared to July.
Chip shipments to Japan should show some improvement, possibly due to strength in the gaming sector.
Diesen still maintains that chip sales in 2008 would rise 3 percent in dollars and 11 percent in volume.
Looking further ahead, he suggests dollar growth in 2009 will be 6 percent, down from 7 percent in an earlier estimate, mainly due to further sluggishness in PC sales.