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...
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...
Tracking the Changing OSAT Market
Outsourced Semiconductor Assembly and Test (OSAT) service providers experienced strong growth in 2017, but will this growth continue? In the last few years, OSAT growth has been driven by shipments for packages found in smartphones, but this market...
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...
200mm Fabs Add 600,000 Wafers Per Month – Is There an End in Sight?
Tracking toward even stronger growth than forecast last year, 200mm fabs worldwide are gearing up to add more than 600,000 wafers per month from 2017 through 2022, an 11 percent growth rate that will lead to a new high of 6 million wafers per month...
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...
Global, U.S. Electronics Supply Chains See Healthy Midyear Business Conditions
Broad Global & U.S. Electronic Supply Chain Growth
The first quarter of this year was very strong globally, with growth across the entire electronics supply chain. Although Chart 1 is based on preliminary data, every electronics sector expanded –...
China/Taiwan Markets February Chill
After a record January, Taiwan-listed electronics companies, many of which manufacture in China, reported significant drops in February sales. A number of events likely contributed: