Industry Condition Articles by
Custer Consulting

05.15.2013dotclearWeekly 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
 
05.08.2013dotclearWeekly 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
 
05.01.2013dotclearWeekly 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
 
04.24.2013dotclearWeekly Global Update for April 24, 2013
Walt Custer features the economic update section of Ed Henderson's April "Henderson Electronic Market Forecast."
 
04.17.2013dotclearWeekly 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
 
04.10.2013dotclearWeekly 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
 
04.03.2013dotclearWeekly 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
 
03.27.2013dotclearWeekly 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
 
03.20.2013dotclearWeekly 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
 
03.13.2013dotclearWeekly 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
 
03.06.2013dotclearWeekly 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
 
02.27.2013dotclearWeekly 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
 
02.20.2013dotclearWeekly 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
 
02.13.2013dotclearWeekly 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
 
02.06.2013dotclearWeekly 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
 
01.30.2013dotclearWeekly 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
 
01.23.2013dotclearWeekly 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
 
01.16.2013dotclearWeekly 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
 
01.09.2013dotclearWeekly 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
 
01.02.2013dotclearWeekly 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