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...
Record Revenues for Critical Subsystems Suppliers in 2018 Despite Collapse in Orders
Critical subsystems for the IC equipment market continued to grow to a new record of $11 billion in 2018. While 2019 is expected to be a downturn year, the long-term outlook remains unchanged with an average growth rate of 3 percent.
4Q’18 World Electronic Supply Chain – Slowing Electronic Equipment Growth
Custer Consulting Group has its first estimate of global electronic equipment growth in 4Q’18 vs. 4Q’17. Chart 1 compares the combined sales of a 213-company OEM composite...
Despite Uncertainty, Long-Term Semiconductor Market Outlook Remains Bright
This year, SEMI ISS covered it all – from a high-level semiconductor market and global geopolitical overview down to the neuro morphic and quantum level. Here are key takeaways from the Day 1 keynote and Economic Trends and Market Perspectives...
China Wafer Production Capacity Growth Fastest in World
Region’s Fab Capacity Expansion Picks up Pace
Unwavering in its drive to build a strong, self-sufficient semiconductor supply chain, China plans more new fab projects than any other region in the world from 2017 to 2020, and its expansion of fab...
Dark Clouds Appear in Sunny Skies
SEMI Fab report reveals deepening slowdown for leading-edge investments, but the outlook remains still sunny for mature technologies
General Industry Slowing Coupled with Geopolitical Strife
Global Growth by Electronic Sector
Critical Subsystems Orders Fall Off a Cliff
Orders for critical subsystems evaporated in the second half of 2018 after a very strong start to the year. Subsystems suppliers have been left with depleted order books after OEMs accumulated large inventories as the market for wafer fab...
Decelerating Growth Now but 2018 was a Decent Year
World Electronic Supply Chain Third Quarter Growth
Chart 1 is our preliminary estimate of US$ denominated growth by sector of the global electronic supply chain in 3Q’18 vs 3Q’17. For most sectors, consolidated financial reports of companies...
MEMS and Sensors in Autonomous and Electric Vehicles: Key Takeaways from IHS Markit at MSEC
Automobiles have become an even more important segment for MEMS and sensors as carmakers integrate more chips for propulsion, navigation, and control into their designs. However, these advanced functions and their crisp rate of adoption have...