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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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European Update

08.24.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions

Walt Custer provides us with an European update. Keep reading...

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