Industry Condition Articles by
Custer Consulting
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Weekly Global Update for May 15, 2013
05.15.2013 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
First Quarter Electronic Supply Chain Results; Semiconductor Photomask Market; Silicon Wafer Shipments Down Slightly in 1Q’13; Personal Computer HDD and SSD Forecast; First Quarter Smart Mobile Device & Media Tablet Markets Keep reading...
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Weekly Global Update for May 8, 2013
05.08.2013 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
March U.S. Electronics and Global Semiconductor Data; Leading Indicators Weaken in April for Many Countries but South Korea’s and Japan’s Improve; Global SEMI Sales by Company in 2012 vs. 2011; SATS and Chip Foundry Markets; Fabless Semiconductor Companies’ Share Increasing Keep reading...
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Weekly Global Update for May 1, 2013
05.01.2013 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Regional and World Electronic Equipment Production; North American SEMI Orders Improve; 1Q’13 Mobile Phone and Computer sales; Improved First Quarter U.S. GDP Growth Keep reading...
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Weekly Global Update for April 24, 2013
04.24.2013 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Walt Custer features the economic update section of Ed Henderson's April "Henderson Electronic Market Forecast." Keep reading...
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Weekly Global Update for April 17, 2013
04.17.2013 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Tepid March Recovery in Taiwan; SEMI Materials Market Update; S. Korea’s Impact on Global Electronics Industry; Global LED Lighting Market Keep reading...
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Weekly Global Update for April 10, 2013
04.10.2013 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
U.S. Electronics Results; February Global and Regional Semiconductor Sales and 2012 Totals; Global and U.S. March PMI Leading Indicators; Worldwide PC, Tablet and Mobile Phone Market and Forecasts; Copper Prices Drop Keep reading...
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Weekly Global Update for April 3, 2013
04.03.2013 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
U.S. February Electronics Demand Soft; Japan’s PMI Leading Indicator Rises; February North American PCB Orders and Shipments Weak but Leading Indicator Points Up; Domestic Unemployment Rate at 4-Year Low; Top 25 Semiconductor Companies by Sales in 2012; World Smart Connected Device Forecast; Global IT Spending to Grow 4%+ in 2013 Keep reading...
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Weekly Global Update for March 27, 2013
03.27.2013 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
January Japanese Electronic Equipment, Component and Device Production; North America and Japanese and World SEMI Equipment Shipments; India’s Major PCB and EMS Companies; EMS Medical Market; World External Controller-Based Disk Storage Market Keep reading...
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Weekly Global Update for March 20, 2013
03.20.2013 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
February Global Electronics Decline; Taiwan and Europe Data Challenges; Taiwan February Data; European Update; U.S. Industrial Production Rises; South Korean Currency Weakens Keep reading...
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Weekly Global Update for March 13, 2013
03.13.2013 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Taiwan February OEM Sales; Global and Regional Electronic Equipment Monthly Shipments; U.S. Electronics Demand Softens as Inventories Climb; January Semiconductor Shipments by Region; N American PCB Shipments and Orders; External Disk Storage Market; Fab Spending Forecast; Personal Computer Sales Wane Keep reading...
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Weekly Global Update for March 6, 2013
03.06.2013 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Global Growth Slows in February; U.S. Electronics Demand Softens; Taiwan Electronics Sales Update; IMF Lowers U.S. and World Forecasts Due to Sequestration Spending Cuts; Rumors that Foxconn will Shift Production Out of China; Global Server, Mobile Device and Enterprise WLAN Markets; Exchange Rates; Metal Prices Keep reading...
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Weekly Global Update for February 27, 2013
02.27.2013 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Japanese Electronics Update; Available “Business Outlook” Charts; Taiwan’s Changed Financial Reporting; North American and Japanese SEMI Equipment Monthly Data; Silicon Wafer Shipments; Smart Mobile Device Market; Improving U.S. Leading Indicator Keep reading...
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Weekly Global Update for February 20, 2013
02.20.2013 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
European Electronic Supply Chain and Component Distribution Update; Mobile Phone 4Q’12 Sales; India to Increase Electronic Manufacturing Hubs; U.S. and Global Industrial Production Growth Keep reading...
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Weekly Global Update for February 13, 2013
02.13.2013 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Last week Dr. Hayao Nakahara and I were the keynote speakers at the EIPC (European PCB Trade Organization) winter conference in Berlin, Germany. The event was very well attended Keep reading...
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Weekly Global Update for February 6, 2013
02.06.2013 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Last week Dr. Hayao Nakahara and I were the keynote speakers at the EIPC (European PCB Trade Organization) winter conference in Berlin, Germany. The event was very well attended Keep reading...
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Weekly Global Update for January 30, 2013
01.30.2013 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
4Q’12 Electronic Supply Chain Global Growth; European PCB Update; Japanese Electronic Equipment and Components – November Data; German Business Confidence Increases; 4Q’12 Mobile Phone Shipments; North America SEMI Equipment December Orders and Shipments; Solid State Drive Forecast; Largest Semiconductor Consumers; Chip Foundry Rankings for 2012 Keep reading...
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Weekly Global Update for January 23, 2013
01.23.2013 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
U.S. Industrial Production Year-end Upturn; China’s Direct Foreign Investments Declines; Apple Reduces iPhone Display Orders; PC Sales Decline while Media Tablets and “Phaplets” Grow; DRAM Prices Rise; PC Microprocessor Shipment Forecast Keep reading...
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Weekly Global Update for January 16, 2013
01.16.2013 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
2012-2014 Global Forecast Summary; Taiwan/China Sales Upturn; Monthly World and Regional Electronic Equipment Shipments; 4Q’12 Global Personal Equipment Shipments; SEMI Equipment 3Q’12 Shipments by Country; LED Fab Equipment and Tablet PC Forecasts; Metal Prices; Currency Exchange Rates Keep reading...
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Weekly Global Update for January 9, 2013
01.09.2013 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Domestic Electronics Demand Improves; Global Semiconductor Shipments Increase Driven by SE Asia & USA; Leading Indicators Rise Globally but Europe and Japan Lag; World IT Spending Projected to Grow 4.2% in 2013; Global Electronic Chemicals and Materials Forecast Keep reading...
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Weekly Global Update for January 2, 2013
01.02.2013 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
U.S. Electronic Demand Improves Slightly; IPC Reports North America PCB Orders and Shipments for November; Japanese October Electronics Production (with PCB Comments from Naka); North America SEMI Equipment November Shipments and Orders; Global Wafer Fab Equipment Forecast; Global PCB Shipments Edging Up in Early 2013 following a 4% Decline in 2012 Keep reading...
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Weekly Global Update for December 19, 2012
12.19.2012 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Taiwan Rebounds; Europe Struggles in October (but its Leading Indicator Improves in December); Revised Semiconductor Outlook; Strong “Smart Device” 3Q’12 Growth; eReader Sales Slump as Media Tablets Surge; External Controller-based Disk Storage and Femtocell Markets; U.S. Industrial Product Improves after Hurricane Sandy Keep reading...
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Weekly Global Update for December 12, 2012
12.12.2012 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
November Leading Indicators; October U.S. Factory Orders, North. American PCB Orders & Shipments and Global Semiconductor Shipments; Global SEMI Equipment Forecast; World WLAN, Disk Storage and Media Tablet Markets Keep reading...
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Weekly Global Update for December 5, 2012
12.05.2012 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
October U.S. “Durable Goods” Data; Custer Interview at Electronica; WSTS Global Semiconductor Forecast; Gartner 3Q’12 Server Shipment Results; Mobile IC Device Market Growth; World Ethernet Switch Market; Printed Electronics Materials Market; Apple CPU Orders to TSMC Raise Capacity Concerns; 1Q’13 Outlook for Apple Suppliers; U.S. GDP and Consumer Confidence Rises Keep reading...
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Weekly Global Update for November 28, 2012
11.28.2012 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Japanese and European Updates; PCB Business Conditions per Naka; Global 3Q’12 Silicon Wafer Shipments; 3Q’12 European Component Shipments by Country; Strong Taiwan NT$ Hurts Exports; Global Media Tablet Shipments in 2013; 3Q’12 Mobile Phone Shipments; North America and Japanese SEMI Equipment Orders and Shipments; U.S. October Industrial Production Hurt by Super Storm Sandy Keep reading...
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Weekly Global Update for November 21, 2012
11.21.2012 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
The 25th Electronica International Trade Fair for Electronic Components, Systems and Applications was held in Munich November 13-16. It had more than 72,000 visitors and a total of 2,669 exhibitors from 49 countries. Keep reading...
| 05.15.2013 | Weekly Global Update for May 15, 2013 | |
| First Quarter Electronic Supply Chain Results; Semiconductor Photomask Market; Silicon Wafer Shipments Down Slightly in 1Q’13; Personal Computer HDD and SSD Forecast; First Quarter Smart Mobile Device & Media Tablet Markets | ||
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| 05.08.2013 | Weekly Global Update for May 8, 2013 | |
| March U.S. Electronics and Global Semiconductor Data; Leading Indicators Weaken in April for Many Countries but South Korea’s and Japan’s Improve; Global SEMI Sales by Company in 2012 vs. 2011; SATS and Chip Foundry Markets; Fabless Semiconductor Companies’ Share Increasing | ||
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| 05.01.2013 | Weekly Global Update for May 1, 2013 | |
| Regional and World Electronic Equipment Production; North American SEMI Orders Improve; 1Q’13 Mobile Phone and Computer sales; Improved First Quarter U.S. GDP Growth | ||
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| 04.24.2013 | Weekly Global Update for April 24, 2013 | |
| Walt Custer features the economic update section of Ed Henderson's April "Henderson Electronic Market Forecast." | ||
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| 04.17.2013 | Weekly Global Update for April 17, 2013 | |
| Tepid March Recovery in Taiwan; SEMI Materials Market Update; S. Korea’s Impact on Global Electronics Industry; Global LED Lighting Market | ||
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| 04.10.2013 | Weekly Global Update for April 10, 2013 | |
| U.S. Electronics Results; February Global and Regional Semiconductor Sales and 2012 Totals; Global and U.S. March PMI Leading Indicators; Worldwide PC, Tablet and Mobile Phone Market and Forecasts; Copper Prices Drop | ||
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| 04.03.2013 | Weekly Global Update for April 3, 2013 | |
| U.S. February Electronics Demand Soft; Japan’s PMI Leading Indicator Rises; February North American PCB Orders and Shipments Weak but Leading Indicator Points Up; Domestic Unemployment Rate at 4-Year Low; Top 25 Semiconductor Companies by Sales in 2012; World Smart Connected Device Forecast; Global IT Spending to Grow 4%+ in 2013 | ||
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| 03.27.2013 | Weekly Global Update for March 27, 2013 | |
| January Japanese Electronic Equipment, Component and Device Production; North America and Japanese and World SEMI Equipment Shipments; India’s Major PCB and EMS Companies; EMS Medical Market; World External Controller-Based Disk Storage Market | ||
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| 03.20.2013 | Weekly Global Update for March 20, 2013 | |
| February Global Electronics Decline; Taiwan and Europe Data Challenges; Taiwan February Data; European Update; U.S. Industrial Production Rises; South Korean Currency Weakens | ||
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| 03.13.2013 | Weekly Global Update for March 13, 2013 | |
| Taiwan February OEM Sales; Global and Regional Electronic Equipment Monthly Shipments; U.S. Electronics Demand Softens as Inventories Climb; January Semiconductor Shipments by Region; N American PCB Shipments and Orders; External Disk Storage Market; Fab Spending Forecast; Personal Computer Sales Wane | ||
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| 03.06.2013 | Weekly Global Update for March 6, 2013 | |
| Global Growth Slows in February; U.S. Electronics Demand Softens; Taiwan Electronics Sales Update; IMF Lowers U.S. and World Forecasts Due to Sequestration Spending Cuts; Rumors that Foxconn will Shift Production Out of China; Global Server, Mobile Device and Enterprise WLAN Markets; Exchange Rates; Metal Prices | ||
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| 02.27.2013 | Weekly Global Update for February 27, 2013 | |
| Japanese Electronics Update; Available “Business Outlook” Charts; Taiwan’s Changed Financial Reporting; North American and Japanese SEMI Equipment Monthly Data; Silicon Wafer Shipments; Smart Mobile Device Market; Improving U.S. Leading Indicator | ||
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| 02.20.2013 | Weekly Global Update for February 20, 2013 | |
| European Electronic Supply Chain and Component Distribution Update; Mobile Phone 4Q’12 Sales; India to Increase Electronic Manufacturing Hubs; U.S. and Global Industrial Production Growth | ||
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| 02.13.2013 | Weekly Global Update for February 13, 2013 | |
| Last week Dr. Hayao Nakahara and I were the keynote speakers at the EIPC (European PCB Trade Organization) winter conference in Berlin, Germany. The event was very well attended | ||
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| 02.06.2013 | Weekly Global Update for February 6, 2013 | |
| Last week Dr. Hayao Nakahara and I were the keynote speakers at the EIPC (European PCB Trade Organization) winter conference in Berlin, Germany. The event was very well attended | ||
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| 01.30.2013 | Weekly Global Update for January 30, 2013 | |
| 4Q’12 Electronic Supply Chain Global Growth; European PCB Update; Japanese Electronic Equipment and Components – November Data; German Business Confidence Increases; 4Q’12 Mobile Phone Shipments; North America SEMI Equipment December Orders and Shipments; Solid State Drive Forecast; Largest Semiconductor Consumers; Chip Foundry Rankings for 2012 | ||
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| 01.23.2013 | Weekly Global Update for January 23, 2013 | |
| U.S. Industrial Production Year-end Upturn; China’s Direct Foreign Investments Declines; Apple Reduces iPhone Display Orders; PC Sales Decline while Media Tablets and “Phaplets” Grow; DRAM Prices Rise; PC Microprocessor Shipment Forecast | ||
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| 01.16.2013 | Weekly Global Update for January 16, 2013 | |
| 2012-2014 Global Forecast Summary; Taiwan/China Sales Upturn; Monthly World and Regional Electronic Equipment Shipments; 4Q’12 Global Personal Equipment Shipments; SEMI Equipment 3Q’12 Shipments by Country; LED Fab Equipment and Tablet PC Forecasts; Metal Prices; Currency Exchange Rates | ||
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| 01.09.2013 | Weekly Global Update for January 9, 2013 | |
| Domestic Electronics Demand Improves; Global Semiconductor Shipments Increase Driven by SE Asia & USA; Leading Indicators Rise Globally but Europe and Japan Lag; World IT Spending Projected to Grow 4.2% in 2013; Global Electronic Chemicals and Materials Forecast | ||
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| 01.02.2013 | Weekly Global Update for January 2, 2013 | |
| U.S. Electronic Demand Improves Slightly; IPC Reports North America PCB Orders and Shipments for November; Japanese October Electronics Production (with PCB Comments from Naka); North America SEMI Equipment November Shipments and Orders; Global Wafer Fab Equipment Forecast; Global PCB Shipments Edging Up in Early 2013 following a 4% Decline in 2012 | ||
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Walt Custer is the founder and president of 








