Walt Custer Articles
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- Global Manufacturing, Coronavirus & the Outlook for Q1 | Weekly Global Update for March 4, 2020 Mar 04, 2020 This weekly global update delves into the expected decline in shipments of global servers and a decline in the smartphone market, both due to Coronavirus. Also covered in this article: the market's first quarter of 2020.
- COVID-19 Coronavirus Could Dry Up Notebook PC Components Supply | Weekly Global Update for Feb. 26, 2020 Feb 26, 2020 This weekly global update covers the impact of COVID-19 coronavirus on notebook PC components. Custer covers supply chain growth and regional updates.
- Coronavirus Impacts PCB, Smartphone Supply Chains | Weekly Global Update for Feb. 19, 2020 Feb 19, 2020 This weekly global update covers the developments of Coronavirus (COVID-19) and its impacts on the Asia and global supply chain. Custer covers regional updates and impacts to the smartphone supply chain.
- Weekly Global Update for February 12, 2020 | TTI, Inc. Feb 12, 2020 This weekly global update includes pre-Coronavirus projections (which will be updated accordingly in a future post), revenue growth for electronic equipment globally in 2019 fourth quarter, world semiconductor sales and silicon shipments both decreased, causing billions in losses, and more.
- Weekly Global Update for February 5, 2020 | TTI, Inc. Feb 05, 2020 This weekly global update includes the U.S. Department of Commerce report on December's Durable Goods, Japan's electronics production in November, North American PCB sales and more.
- Weekly Global Update for January 29, 2020 | TTI, Inc. Jan 29, 2020 This weekly global update covers end-of-January PMI data, the IMF makes a revision to its projections for both 2020 and 2021, Gartner reports a projected increase in PC, tablet, mobile shipments, for 2020 and more.
- Weekly Global Update for January 22, 2020 | TTI, Inc. Jan 22, 2020 This weekly global update covers 2019's modest PC growth after years on the decline, a revenue dip for semiconductors in 2019, declined spending for IT infrastructure for cloud environments, and more.
- Weekly Global Update for January 15, 2020 | TTI, Inc. Jan 15, 2020 This weekly global update includes the expected downturn of last winter season, with expected economic growth in 2020, December 2019 revenue from China and Taiwan, and more.
- Weekly Global Update for January 8, 2020 | TTI, Inc. Jan 08, 2020 This weekly global update includes reporting on December's PMI and indicators, the decrease in semiconductor sales worldwide, as well as how passive components are expected to fare for the upcoming 5G demand.
- Weekly Global Update for December 25, 2019 | TTI, Inc. Dec 25, 2019 This weekly global update includes reporting on December's Flash PMI results from IHS Markit, Japan's JEITA compare Q319 compared to Q318 for domestically-product Japanese manufactured goods, and expert Dieter Weiss of in4ma details the latest trends from the European EMS Industry.
- Weekly Global Update for December 11, 2019 | TTI, Inc. Dec 11, 2019 This weekly global update includes reporting on Q3's growth and decline and predictions for Q4. The smartphone market is slowing down and German component distributor sales took a dive. Walt D. Custer delves into these topics and more.
- Weekly Global Update for December 4, 2019 | TTI, Inc. Dec 04, 2019 A report on what caused the decline in European semiconductor distribution throughout Q319, where November Flash PMI indicators improved, and where US electronic shipments, orders, and inventories fell in October of this year.
- Weekly Global Update for November 27, 2019 | TTI, Inc. Nov 27, 2019 Guest contributor Hans J. Friedrichkeit of PCB Network delves into LIDAR technology and its impact on multiple segments of the market, on behalf of our regular TTI contributor Walt Custer.
- Weekly Global Update for November 20, 2019 | TTI, Inc. Nov 20, 2019 An update on electronic component sales in China & Taiwan, why global electronic equipment sales improved in 3Q19, and a look at the drop in silicon wafer shipments by almost 10%.
- Weekly Global Update for November 13, 2019 | TTI, Inc. Nov 13, 2019 U.S. September Factory Orders Report – Electronics Related Shipments, Orders and Inventories; Worldwide Smartphone Shipments Rose 0.8% Q3 (Chart 13); Global Smartwatch Shipments Increased to 14M Units in Q3 (Chart 14); 44.32M Tablets Shipped Worldwide in Q3’19
- Weekly Global Update for November 6, 2019 | TTI, Inc. Nov 06, 2019 3Q’19 World Electronic Equipment Growth; Global Semiconductor Sales Increase 3.4% Month-to-Month in September; October Purchasing Managers Indices; Asian PCB Comments - Dr. Hayao Nakahara; Global Wearable Device End-User Spending increase 27% y/y to $52 Billion in 2020; Worldwide Tablet Shipments grew 1.9% y/y in the 3Q19 to 37.6 million units; Global Server Shipments Picked Up; Worldwide Smartphone Shipments totaled 360 million units in 3Q’19, up 1.2% from 356 million 3Q’18; Worldwide SSD Unit Shipments rose to 57.9 million units in second quarter, up 9.7% from 52.8 million in 1Q’19
- Weekly Global Update for October 30, 2019 | TTI, Inc. Oct 30, 2019 World Market Situation from Semiconductor Industry Viewpoint; October “Flash” PMI Leading Indicators; German Automotive Industry & Suppliers in Crisis Mode; U.S. September “Durable Goods” Report; MLCC Demand Booming for 5G Networking, Industrial Applications; N American PCB Business Growth Continues; Ventec Electronics expects 5G Applications to be its Largest Revenue Growth Driver in 2020
- Weekly Global Update for October 23, 2019 | TTI, Inc. Oct 23, 2019 Europe Update; IMF: World Economy - Synchronized Slowdown, Precarious Outlook; EMS/ODM 3Q’19 Composite Revenue; USA and Canada to Lead Global Migration to 5G; Ericsson Earnings Top Forecast as 5G Takes Off; Apple Suppliers compared to Apple Hardware Growth; Computer Hardware for Artificial Intelligence; U.S. Industrial Production down 0.5% in September; Digital Camera Monthly Sales
- Weekly Global Update for October 16, 2019 | TTI, Inc. Oct 16, 2019 Learn more about the weekly global update for October 16, 2019, for various purchase and buying methods.
- Weekly Global Update for October 9, 2019 | TTI, Inc. Oct 09, 2019 Learn more about the weekly global update for October 9, 2019, for various purchase and buying methods.