Recent Posts
Tide Has Turned
The November Global Purchasing Managers Index moved back into expansion territory (Chart 1). Admittedly results varied significantly by country but world global manufacturing activity resumed growth at year end.
Semiconductor Industry Upturn by Early 2020?
Reports of 2Q’19 financials from all of the major OEMs in our 213 company global sample show that their electronic equipment sales declined 1.4 percent compared to the same quarter of last year (Chart 1). This OEM group’s combined sales growth...
Tempered Growth Forecasts and Longer Range Glimmers of Hope
IMF Revises Global Growth Estimates
As World Cycles Turn
Electronic Industry Business Cycles Look Promising (with Reservations)
Timing of Next Upturn? A Forecast
The typical winter “seasonal slowdown” is now behind us. What can we expect as the year progresses?
Watching (Impatiently) for the Upturn
Business Conditions
Manufacturing growth remains slow globally (Chart 1) although conditions vary by country and region (Chart 2).
A Ride on the Business Cycle
Global Growth Slows in Fourth Quarter
World electronic industry growth moderated (or contracted) in many sectors in late 2018. Compare Chart 1 (3Q’18 vs.3Q’17) to Chart 2 (4Q’18 vs.4Q’17). The length and color of the bars tell the story. The...
Industry Growth and Geographic Shifts
Electronic Equipment
Global electronic equipment production is in its traditional “fall busy season” as the consumer driven end markets ramp up for the holiday season (Chart 1). Both normal seasonality and organic growth are driving this year’s...
Strong 2Q’18 Global Supply Chain Growth But Second Half Slowing
2Q’18 Electronic Supply Chain Growth Update
- Chart 1 is a preliminary estimate of global growth of the electronic supply chain by sector for 2Q’18 vs 2Q’17. Note the strong performance of semiconductors, SEMI capital equipment and passive...