Coronavirus Takes on Electronics Industry
Plunging stock prices and Coronavirus-driven business shutdowns presently dominate the news. Current economic data, including the recently released February Global Purchasing Manager Index, support earlier negative predictions of an imminent...
SEMI Equipment Growth Continued Through Year-End But Coronavirus Impact Looms
Data through December showed a steady recovery in the global electronic supply chain with SEMI equipment leading the way in 3/12 growth (Chart 1). The global purchasing managers index moved into expansion territory (PMI>50) in January indicating...
Cautious Industry Outlook But . . . World SEMI Equipment Growth Resumes!
World Manufacturing Growth Flat to Start 2020 (Chart 1)
The December Global Purchasing Managers Index was in zero growth territory (PMI = 50). However, the various country components varied significantly. With IHS Markit PMI data as a gauge of...
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.
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...
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...
Industry Growth – Still Positive but Varies by Region
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 –...