Global Fab Equipment Spending Poised to Set Record in 2021
Expect slow recovery in 2020 to pave the way to a record next year
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...
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.
Critical Subsystems: Mapping Out Risks Posed by Growing Trade War
The recent anti-globalization political rhetoric veering towards nationalism raises a number of challenges for the semiconductor supply chain. Throughout the ongoing U.S.-China trade war, and now the dispute between South Korea and Japan, most...
Renaissance in the Photomask Market?
The semiconductor industry has been on a roll for the past few years – and the rising tide has lifted segments spanning the supply chain. The photomask market, in particular, has seen exceptionally strong growth of 13 percent and 8 percent in...
2018: Records Shattered Across the Board
Semiconductor Market Trends
Watching (Impatiently) for the Upturn
Manufacturing growth remains slow globally (Chart 1) although conditions vary by country and region (Chart 2).
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...