Mid-Year End Market Recovery Plus Continued Autumn Semiconductor Strength
Although the semiconductor chip and capital equipment markets performed well in the first half of 2020, many of the electronic equipment end markets struggled globally. World electronic equipment sales declined almost 10% in 2Q’20 vs. 2Q’19 (Chart...
Semiconductors Outperforming Most Industries – but Watch Second Half
Things are picking up.
Semiconductor Industry vs. Global Pandemic
The World Bank just released its updated Global Outlook for 2020 and 2021. The text is long but very worth reading.
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...
Timing of Next Upturn? A Forecast
The typical winter “seasonal slowdown” is now behind us. What can we expect as the year progresses?
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...
2018 and 2019 Global Electronic Supply Chain Forecasts, Plus a Leading Indicator Worth Watching
Forecast Summaries
Charts 1 and 2 are the recent world growth forecasts for this year and next for GDP (World Bank), Electronic Equipment and Printed Wiring Boards (Custer Consulting Group), Semiconductors (SIA/WSTSI and new Semiconductor Capital...