Weekly Global Update for June 28, 2017

    6/28/2017 // Walt D. Custer in: Industry

    June “Flash” PMI Leading Indicators; Japan Update; Smartphone Makers may see Component Shortages in 2H’17 resulting from Design-In of Larger Memory Capacity, High-Density Batteries, High-Resolution Cameras as well as Dual-Lens Camera Modules; German Robotics & Automation Sales Expected to Grow 7% Y/Y in 2017 after New High in 2016; Cellphone IC Sales Projected to Grow 16% y/y in 2017 to US$84.4 billion while Personal Computing Systems' IC Market will increase 9% y/y to US$80.1 billion; Worldwide 3D Printer Shipments increased 29% in 2016 while Revenue Grew by more than 18% Year over Year; Worldwide Top-5 Notebook Vendors Combined Shipments increased 26% m/m & Top-3 ODMs expanded 34% m/m in May; Win Semi Looks to 5G Base Station Construction for 2018 growth

    Industry Outlook Calls for Moderate Growth

    6/27/2017 // Victoria Kickham in: Industry

    Manufacturing economy improves, but industry watchers say moderation is still the norm.

    Weekly Global Update for June 21, 2017

    6/21/2017 // Walt D. Custer in: Industry

    European Update; N America-Based SEMI Equipment Manufacturers May Global Billings up 41.9% Y/Y; China Accounted for 10 of Top 14 Leading Smartphone Suppliers in 2016, Share Grows to 39%; Worldwide Internet of Things Spending to Grow 16.7% Y/Y to $800 Billion+ in 2017 and to nearly $1.4 Trillion by 2021; Automotive Electronics Market: A View from Material Supplier; Handset Component Business Outlook Positive in 2H’17; NAND Flash Memory Chip Market to Have Severe Shortage in 3Q’17. Tight Supply Will Persist Through 4Q’17; Global Glass Fiber Market Forecast to Grow 4.8% CAGR to $9.4 Billion by 2022; U.S. Industrial Production Declined 0.4% in May, after 1.1% Increase in April

    Weekly Global Update for June 14, 2017

    6/14/2017 // Walt D. Custer in: Industry

    Global Electronic Supply Chain 1Q’17 Growth Update; Regional Electronic Equipment Monthly Revenues; China/Taiwan Update; U.S. April Electronic Supply Chain Shipments, Orders & Inventories; Global Semiconductor Sales increased 20.9% y/y to $31.3 billion; WSTS Forecasts Semiconductor Market's Largest Growth year in over 5 years; Worldwide Server Shipments declined 4.2% to 2.6 million units in 1Q’17; LED Lighting Vendors & Makers procured LED devices in excess of actual demand in 1H’17, resulting in high inventory levels; SoftBank to acquire Robotics Businesses from Alphabet (Google); IoT Semiconductors Sales Projection lowered to 16.2% y/y increase of $21.3 billion in 2017; Global analog ICs and power transistors for power management average value will increase of 11%

    Weekly Global Update for June 7, 2017

    6/7/2017 // Walt D. Custer in: Industry

    Business Outlook for Europe’s Electronics Industry; May PMI Leading Indicators; European semiconductor distribution market increased 10.5% y/y in Q1’17; N American PCB shipments down 6% y/y in April 2017 while bookings increased 4.3% y/y; Automotive IC market expected to grow 22% y/y to record high $28 billion in 2017; Global LED filament light bulb demand; Worldwide AR/VR headset shipment forecast; Automotive touch screen shipments will grow 11% y/y to 50 million units in 2017; Global & China Automotive Infotainment Industry

    Companies Battle New Threats to Business Continuity

    6/6/2017 // Victoria Kickham in: Industry

    Managing risk gets more complex as the ripple effects of terrorism place new stress on supply chains.

    Weekly Global Update for May 31, 2017

    5/31/2017 // Walt D. Custer in: Industry

    May “Flash” PMI Leading Indicators; 1Q’17 Growth of Global Electronic Supply Chain (update); Japan 1Q’17 Electronics Production; USA April Electronics Shipments & Orders Update; 2017 Automotive IC Market Forecast; N American SEMI Equipment April Billings; Volatility in Electronic Equipment Supply Chain; World Smartphone Market; Taiwan Market Smartphone Shipments declined 20% y/y in April; BBK Electronics of China now second largest smartphone manufacturer in world with its two brands OPPO and VIVO; Taiwan-based IC Distributors to benefit in 3Q’17 from growth of China-based smartphone vendors Huawei, OPPO and VIVO; Worldwide Personal Computing Device Shipments forecasted to fall in 2016 to 405 million units, Growth to return in 2019; 1Q’17 Global Mobile DRAM Revenue down 1.7% from 4Q’17 as Average Contract Price Remains Stable

    Weekly Global Update for May 24, 2017

    5/24/2017 // Walt D. Custer in: Industry

    U.S. Shipments, Orders & Inventories – Historical Data Revision; Worldwide Semiconductor Revenue grew 2.6% to $343.5 billion in 2016; Global DRAM Market surged 13.4% q/q to US$14.13 billion in 1Q’17; Global SMT equipment value to grow at 4.4% CAGR from US$4850 million in 2016 to US$7075 million by 2025; Global Wearables shipments rose 21% y/y to 22 million units in 1Q’17; China Vendors Smartphone Shipments decreased 2.7% y/y to 152 million units globally in 2Q’17; Worldwide Silicon Wafer Area Shipments increased 12.6% y/y in 1Q’17; German Speaking Country PCB business grows rapidly in March 2017; U.S. Industrial Production advanced 1% in April, Broad Growth Worldwide

    Weekly Global Update for May 17, 2017

    5/17/2017 // Walt D. Custer in: Industry

    1Q’17 Global Electronic Supply Chain Growth Update; Taiwan/China Update; Europe Update; N American Robotics 1Q’17 Orders; Global Wearables Shipments up 21% y/y to 22 million units in 1Q’17

    Robots Among Us

    5/11/2017 // Michael Knight in: Industry

    In 2016, using various main stream news sources, I began capturing interesting technology developments that I thought would be important drivers of the on-going demand for electronic components. My objective was to build out some material to share during the TTI Breakfast Briefing at EDS to support my optimistic projections for the electronics industry. I wasn’t far into the project when some common themes became obvious.

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