An Imminent Recovery … or a Deep Recession
Global Manufacturing Activity
Subdued Seasonal Upturn . . . But Better Times Ahead
3Q’19 Sales by Electronic Equipment Sector – Modest Improvement
Muted Seasonal Recovery
The global electronics industry normally experiences a seasonal upturn from mid-summer through the December holidays. However, this autumn’s upturn is less robust.
Don’t Look at These Charts!
Electronic equipment growth definitely slowed in late 2018 (Chart 1). Based on the consolidated revenues of 213 large, global OEMs electronic equipment sales grew only 2.1 percent in 4Q’18 vs. 4Q’17, down from 4.9 percent in the third quarter and...
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...
General Industry Slowing Coupled with Geopolitical Strife
Global Growth by Electronic Sector
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...
Industry Growth – Still Positive but Varies by Region