Archives
-
Weekly Market Updates for February 15, 2012
02.15.2012 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Taiwan/China January Sales Update; SIA Comments on December Semiconductor Global Chip Shipments; Smartphone & Media Tablet Markets; Hitachi's HDD Production Outlook Keep reading...
Share this:
-
Weekly Market Updates for February 8, 2012
02.08.2012 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
European PCB Industry Update; December Global Semiconductor, U.S. Electronics and North American PCB Data Keep reading...
Share this:
-
European Switch Market Update
02.08.2012 // Posted by: Michael Schwert // Posted in: Articles, Switches & Relays
After Three Quarters, European Switch Market Sales Rose 16% and Bookings 2% Lower than 2010 Keep reading...
Share this:
-
Top 10 Recent Innovations in the Electronics and Connectors Industries
02.03.2012 // Posted by: John MacWilliams // Posted in: Articles, Connectors
In spite of the drastic changes our industry has experienced in the past decade, including two major recessions and the migration of manufacturing to Asia, electronics and connector designers produced a dazzling array of new products and innovations. The most visible of these developments occurred in CCC: Consumer, Computer, and Communications markets. Our consumer products and behavior are not just updated, they are completely transformed by technology. Keep reading...
Share this:
-
Weekly Market Updates for February 3, 2012
02.03.2012 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
U.S. & Japanese Electronics Updates, Improved Chip Demand, HDD Price Trends, Foxconn Hon Hai Product Mix, EMS & ODM Forecast, Top OEM Semiconductor Buyers, Revised PC Market Forecast, 4Q'11 U.S. GDP Growth, U.S. Leading Indicator Rises, German Business Confidence Improves, Ultrabooks vs. Media Tablets Keep reading...
Share this:
-
Motor Capacitors: A Changing Market: 2011-2016
01.25.2012 // Posted by: Dennis Zogbi // Posted in: Articles, Passives
Dennis Zogbi looks at the motor markets based upon their impact on capacitors- specifically motor run and motor start capacitors, which represent hundreds of millions of dollars in worldwide polypropylene and aluminum electrolytic capacitor sales each year on a worldwide basis. Keep reading...
Share this:
-
Weekly Market Updates for January 25, 2012
01.25.2012 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
World & Japanese Printed Circuit Market Growth, U.S. & Global Industrial Production, Flash Memory & DRAM Growth and CAPEX, Chip Foundry Market, Cloud Server Forecast & Current Metal Prices Keep reading...
Share this:
-
Weekly Market Updates for January 18, 2012
01.18.2012 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Upturn in SE Asia, Taiwan & European Market Updates, Stabilized Material Prices, Global Wafer Fab Capacity, 4Q’11 Personal Computer Shipments, Global Handset Shipments for 2011 & 2012 Keep reading...
Share this:
-
Weekly Market Updates for January 11, 2012
01.11.2012 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Leading Indicators, U.S. "Factory Orders", Passive Components, U.S. Electronic Supply Chain Growth, World IT Spending Forecast, Exchange Rates & Metal Prices Keep reading...
Share this:
-
Q3 North America Switch Market Update
01.04.2012 // Posted by: Michael Schwert // Posted in: Articles, Switches & Relays
Michael Schwert's article shows switch market sales down 4% and booking off 8% compared to 2010. Keep reading...
Share this:
-
Market Updates
01.04.2012 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
November World Semiconductor Shipments, N American PCB Orders & Shipments, Electronic Materials and Process Equipment Sector Composites, Smartphone Volumes, World PCB Shipments for 2011 and 2012 (projected), U.S. Leading Indicator Increase and HDD Contract Demands for 2012 Keep reading...
Share this:
-
U.S. & Japan Electronics Updates
12.28.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
US & Japan Electronics Updates; Isola Prevails in Patent Suit; Applied Materials Predicts Rebound in 2H’12; Taiwan Flex Makers Benefit from Orders Shifted from Thailand; Japan SEMI Book/Bill Improves; Top 10 Semiconductor Producers in 2011; Global 3Q’11 Media Tablet Sales up 265% in 3Q’11 vs. 3Q’10 Keep reading...
Share this:
-
Latest Market Updates
12.21.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Chinese Electronics Industry Busy Ahead of Lunar New Year; Recent 2012 Forecasts from Japan & Germany; Updated Semiconductor & SEMI Equipment Forecasts; 3Q’11 Wafer Fab Utilization, Capacity and Starts; Semiconductor Packaging Materials Market; U.S. Aerospace Outlook; HDD Supply & Demand Forecast through 4Q’12 Keep reading...
Share this:
-
North American Relay and Switch Market Outlook For The Balance of 2011
12.21.2011 // Posted by: Michael Schwert // Posted in: Articles, Switches & Relays
Michael Schwert takes a look at the Institute for Supply Management’s PMI, what needs to be done to match last year’s sales, and how the economy could hurt or help. Keep reading...
Share this:
-
Market Updates & Forecasts
12.14.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Taiwan/China & U.S. Updates, SEMI Year-end Forecast, SEMI Packaging Market, Component Maker to Supply for Peak Demand before Lunar New Year, External Storage Market Keep reading...
Share this:
-
Power Factor Correction (PFC) Capacitors: A Growth Market for the Next Decade
12.14.2011 // Posted by: Dennis Zogbi // Posted in: Articles, Passives
Dennis Zogbi discusses how the need for efficient power delivery has become a political rallying cry for established and emerging economies alike. This article addresses the types of capacitors that make power factor correction a reality. Keep reading...
Share this:
-
Latest Market Updates
12.07.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Walt Custer provides us with the latest WSTS semiconductor forecast through 2013, the latest world server and mobile device market data, and updated global & regional monthly electronic equipment shipments and PCB monthly shipments data. Keep reading...
Share this:
-
SEMI equipment & Solar/Photovoltaic Supply Chain Growth; 3Q’11 Mobile Device Shipments; October U.S. Electronics Sales, Orders and Inventories; Metal Prices, Exchange Rates
11.30.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Walt Custer discusses SEMI equipment & solar/photovoltaic supply chain growth, mobile device shipments, U.S. electronics sales, and updates us on metal prices and exchange rates. Keep reading...
Share this:
-
40- and 100-Gigabit Ethernet Connectivity Solutions
11.30.2011 // Posted by: Lisa Huff // Posted in: Articles, Connectors
Lisa Huff discusses new 40- and 100-Gigabit ethernet connector technology, and provides product examples. Keep reading...
Share this:
-
Business Outlook for the Global Electronics Industry (with emphasis on Europe)
11.22.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Walt Custer provides us with his presentation from Productronica, Europe’s large, biannual electronics trade show produced by Messe Muenchen GmbH. Keep reading...
Share this:
-
Specialist vs. Broadline - Customers Weigh In
11.16.2011 // Posted by: Lou Lipomi // Posted in: Articles, Connectors
Which distribution model works best for connector customers? Lou Lipomi from Bishop & Associates Inc. studies recent survey results to determine which model connector customers prefer. Keep reading...
Share this:
-
Global Electronic Industry Supply Chain Using Leading Indicators to Forecast Growth by Product by Geographical Region
11.16.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
The electronic industry supply chain has historically shown strong seasonality and also multiyear business cycles. The sharp downturn in 2009 followed by rapid recovery in 2010 is just one example of a very disruptive cycle. Predicting these seasonal and multiyear cycles can help companies construct proper sales forecasts, purchase materials on a timely basis, plan capital investments and ensure adequate work force levels. Keep reading...
Share this:
-
3Q’11 Sector Growth, Latest SIA Data, U.S. Electronics Performance and Walt’s Talks at ECWC12 and Productronica
11.08.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Walt Custer discusses 3Q’11 global electronic supply chain sector growth, the latest SIA semiconductor shipment data, and U.S. electronic equipment & components DOC factory orders data. Keep reading...
Share this:
-
Passive Electronic Components: Quarterly Outlook Report
11.08.2011 // Posted by: Dennis Zogbi // Posted in: Articles, Passives
Dennis Zogbi provides an executive summary of events from October 2011, and discusses the forecast for the quarter ending December 2011. Keep reading...
Share this:
-
U.S. GDP Grows, Consumer Confidence Plunges
11.03.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
2Q'11 IC Wafer Fab Capacity, September N American PCB Orders & Shipments, August Japanese Electronics Data, September U.S. Electronics Shipments, Orders & Shipments, 2011 DRAM Market, U.S. GDP & Consumer Confidence, 3Q'11 Media Tablet and Mobile Phone Shipments Keep reading...
Share this:
-
Circuit Protection Components: Market Growth Drivers to 2016
11.03.2011 // Posted by: Dennis Zogbi // Posted in: Articles, Passives
Dennis Zogbi's article discusses various types of components used for their overvoltage and overcurrent protection capabilities in modern electronics, and what is driving market growth in the global circuit protection component market. Keep reading...
Share this:
-
Market Updates
10.26.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
SEMI Equipment, NAND vs. DRAM, HDD Pricing, U.S. Leading Indicator, U.S. Industrial Production, Forex: US$ vs. Japanese Yen, PCs, Notebooks & Tablets, Personal Navigation Devices Keep reading...
Share this:
-
Q2 European Switch Market Update
10.26.2011 // Posted by: Michael Schwert // Posted in: Articles, Switches & Relays
Michael Schwert provides us with an European switch market update, which shows sales Euros rising 23% and bookings 8% higher than 2010. Keep reading...
Share this:
-
European Business Outlook
10.19.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Walt Custer shares his presentation from the EIPC (European Printed Circuit Board trade organization)’s fall conference. Keep reading...
Share this:
-
Major Global Electronic Equipment and Component Market Updates
10.12.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Walt Custer provides us with updates on the major global electronic equipment and component markets, and takes a "new look" at the communications sector. Keep reading...
Share this:
-
Q2 North American Switch Market Update
10.05.2011 // Posted by: Michael Schwert // Posted in: Articles, Switches & Relays
Michael Schwert provides us with a switch market update, which includes North American switch market sales and booking dollars growing 2% in the first half of 2011. Keep reading...
Share this:
-
2011 & 2012 Outlook Weakens
10.05.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Walt Custer discusses the weakened outlook for 2011 & 2012, the downward revision of SEMI equipment capital spending, unchanged U.S. Consumer confidence, moderation of hard disk growth, and provides U.S. and Japanese electronics updates. Keep reading...
Share this:
-
Metal & Oil Prices Drop, Dollar Strengthens
09.28.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Walt Custer discusses the drop in metal & oil prices, the strengthening of the dollar, and updates us on the markets for datacom equipment, media tablets, PCs, & Japanese SEMI equipment. Keep reading...
Share this:
-
Confidence in Business Conditions Keeps Dropping
09.21.2011 // Posted by: Ron Bishop // Posted in: Articles, Connectors
Ron Bishop discusses the September 2011 World Electronics Industry Confidence Index (EICI) survey results, which confirmed the seventh consecutive month of declining confidence in business conditions. Keep reading...
Share this:
-
Global Electronics Update
09.21.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Analyst Walt Custer gives us an global electronics update for Europe, Taiwan & China supply chains, global semiconductor shipments, SEMI equipment, LCDs, personal computers, servers & disk storage. Keep reading...
Share this:
-
Global Business Climate Update
09.14.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Analyst Walt Custer gives us an update on the global economy & semiconductor shipments, printed circuit demand, domestic electronics and supply chain activity. Keep reading...
Share this:
-
North American Relay Market Ends First Half of 2011 with Sales Up 17% and Bookings 23% Lower
09.14.2011 // Posted by: Michael Schwert // Posted in: Articles, Switches & Relays
Michael Schwert provides us with a relay market update, which includes the North American market ending the first half of 2011 with sales up 17% and bookings 23% lower. Keep reading...
Share this:
-
World Economic Outlook
09.07.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Walt Custer features the “economy” section of Ed Henderson’s “Henderson Electronic Market Forecast.” Keep reading...
Share this:
-
Vertical Integration In The Tantalum Supply Chain: 2011
09.07.2011 // Posted by: Dennis Zogbi // Posted in: Articles, Passives
Dennis Zogbi's article discusses why Global Advanced Metals’ purchase of Cabot Supermetals is a major change in the worldwide supply chain for tantalum ore and powder. Keep reading...
Share this:
-
Tracking the OEM Companies
09.01.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Walt Custer features a cross section of the larger companies contributing financial data to Custer Consulting Group’s OEM global composite. Using the combined sales, net income and inventory of groups of companies producing similar products we track the performance of key sectors of the electronic supply chain. Keep reading...
Share this:
-
Switch Market Sales Dollars Shrink 2% and Bookings Jump 27% To Start 2011
08.24.2011 // Posted by: Michael Schwert // Posted in: Articles, Switches & Relays
Michael Schwert provides us with a switch market update. Keep reading...
Share this:
-
European Update
08.24.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Walt Custer provides us with an European update. Keep reading...
Share this:
-
Taiwan/China Electronics, Currency Exchange & 2Q'11 Global Supply Chain Updates; Mobile Device & DRAM Markets
08.17.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer gives us market updates for Taiwan/China electronics, currency exchange, global supply chain, mobile devices & DRAM. Keep reading...
Share this:
-
Solid Connector Growth in First Half But Demand is Slowing
08.17.2011 // Posted by: Ron Bishop // Posted in: Articles, Connectors
Ron Bishop gives us a connector industry market update. Keep reading...
Share this:
-
2Q’11 Global Electronic Supply Chain Performance by Sector; June Results for U.S. Electronics; World Manufacturing Slowdown; Rising Costs in China Leading to Business Failures; SEMI Equipment Forecast Update
08.10.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer provides a global electronic supply chain performance update by sector. Keep reading...
Share this:
-
Seasonal Expansion Beginning?
08.03.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer asks, "Is seasonal expansion beginning?" Keep reading...
Share this:
-
Conflict Tantalum: Doing Nothing is not a Solution
08.03.2011 // Posted by: Dennis Zogbi // Posted in: Articles, Passives
Dennis Zogbi's article discusses why major capacitor manufacturers and customers believe the time is right to legitimize Central African supply of tantalum ore. Keep reading...
Share this:
-
Japanese Electronics Update; N American SEMI Book/Bill Dips; U.S. Leading Indicator Rises; China PMI Declines; Revised Semiconductor Outlook
07.28.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer provides us with a Japanese electronics update, discusses China PMI declines, and revises the semiconductor outlook. Keep reading...
Share this:
-
Updated European and Taiwan/China Market Data; Modest 2Q’11 Personal Computer Growth; Slight U.S. Industrial Production Expansion in June; Booming Touch Screen Module Demand; Double Digit SEMI Equipment Growth in 2011
07.20.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer provides us with a Taiwan/China market update, and discusses booming touch screen module demand and double digit SEMI equipment growth in 2011. Keep reading...
Share this:
-
U.S. & Taiwan/China Updates; May Global Semiconductor Shipments; 1Q'11 World Wafer Fab Capacity; Optimism in Japan for 3Q'11; Media Tablet Market Update; Worldwide Semiconductor Packaging Equipment Market 2009-2011; Global Communication Device Market; ML
07.13.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer provides us with a market update for the US & Taiwan/China, and discusses why there is optimism in Japan for 3Q'11. Keep reading...
Share this:
