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Welcome to TTI
Contributor:
Walt Custer
Walt Custer is the founder and president of Custer Consulting Group. In 2000, he was voted "one of the 10 most influential persons in the PCB industry." He is also on the board of directors for Coretec, Inc. and holds an M.S. degree in Physical Chemistry. ( More... )
Custer's firm, Custer Consulting Group, provides market research, business analysis, and forecasts focused on printed circuit board fabrication and assembly, passive components and semiconductors, and the electronic equipment end markets.
In addition to supplying MarketEye with weekly, in-depth market analyses, Custer also writes CircuiTree magazine's monthly "Market Outlook" column.
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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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Taiwan/China Electronics, Currency Exchange & 2Q'11 Global Supply Chain Updates; Mobile Device & DRAM Markets
08.17.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer gives us market updates for Taiwan/China electronics, currency exchange, global supply chain, mobile devices & DRAM. Keep reading...
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2Q’11 Global Electronic Supply Chain Performance by Sector; June Results for U.S. Electronics; World Manufacturing Slowdown; Rising Costs in China Leading to Business Failures; SEMI Equipment Forecast Update
08.10.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer provides a global electronic supply chain performance update by sector. Keep reading...
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Seasonal Expansion Beginning?
08.03.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer asks, "Is seasonal expansion beginning?" Keep reading...
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Japanese Electronics Update; N American SEMI Book/Bill Dips; U.S. Leading Indicator Rises; China PMI Declines; Revised Semiconductor Outlook
07.28.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer provides us with a Japanese electronics update, discusses China PMI declines, and revises the semiconductor outlook. Keep reading...
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Updated European and Taiwan/China Market Data; Modest 2Q’11 Personal Computer Growth; Slight U.S. Industrial Production Expansion in June; Booming Touch Screen Module Demand; Double Digit SEMI Equipment Growth in 2011
07.20.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer provides us with a Taiwan/China market update, and discusses booming touch screen module demand and double digit SEMI equipment growth in 2011. Keep reading...
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U.S. & Taiwan/China Updates; May Global Semiconductor Shipments; 1Q'11 World Wafer Fab Capacity; Optimism in Japan for 3Q'11; Media Tablet Market Update; Worldwide Semiconductor Packaging Equipment Market 2009-2011; Global Communication Device Market; ML
07.13.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer provides us with a market update for the US & Taiwan/China, and discusses why there is optimism in Japan for 3Q'11. Keep reading...
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Medical Equipment Composite Data Update; World Purchasing Managers’ Indices Drop in June (except for USA); Samsung Predicts Unseasonably Weak Second Half 2011; N. American Rigid PCB Orders Decline in May
07.06.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer discusses updates to the medical equipment composite data, the PMI decline in June for all but USA, and Samsung's prediction of a weaker semiconductor market in last half of 2011. Keep reading...
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Flat Domestic Electronics “Growth” in May; Signs of Slightly Improved Domestic Electronics Business Confidence
06.29.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer discusses flat domestic electronics "growth", Apple's demand for component suppliers to cut costs by 10%, and signs of slightly improved domestic electronics business confidence. Keep reading...
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World Electronics Update & Why this Slowdown may be Short Lived
06.22.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer gives us a world electronics update with recent Japanese & European data, posts SEMI equipment forecasts through 2015, and discusses reasons why this slowdown may be short lived. Keep reading...
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Flat May Global Sales
06.15.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer gives us an update on Taiwan/China, discusses revised semiconductor and personal computer forecasts, and comments on smartphone, tablet & external storage markets. Keep reading...
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Global slowdown appears to have arrived. What's driving it and how long will it last?
06.08.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer dicusses the global slow down, and what is contributing to the decline. Keep reading...
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Supply Chain Update; Recent Japanese and U.S. Electronics Performance; Exchange Rates; Metal Prices; 1Q’11 Global Server Shipments; April N. American SEMI Equipment Performance
06.01.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer provides supply chain & market updates, discusses recent Japanese and U.S. electronics performance, and details April N. American SEMI equipment performance. Keep reading...
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U.S., European & SE Asian Supply Chain Update; Component Shortages; Smartphone Growth
05.18.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer provides us with U.S., European & SE Asian supply chain updates, and discusses component shortages and smartphone growth. Keep reading...
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European Update
05.11.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer provides us with an update on the European market, and shares slides from his talk at the SMT/Hybrid/Packaging tradeshow in Nuremberg, Germany. Keep reading...
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Softer U.S. Electronics Demand; Japan Struggles but Earthquake Damaged Plants Begin to Reopen; PCB Prices Increasing; Apple holds 74% of Pad Market
05.04.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer discusses softer U.S. electronics demand, PCB price increases, and Apple's control of the tablet market. Keep reading...
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Global Business Outlook – First Quarter Global Electronics Performance by Sector, European and Japanese Update, Capacitor Supplies, 2010 Semiconductor Revenues, Personal Computer Shipments impacted by Tablets, N American SEMI Equipment Book/Bill
04.28.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer discusses the decline in PC demand due to the growing popularity of tablets, and gives us an update on the European and Japanese markets. Keep reading...
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Global Business Outlook – Custer IPC APEX EXPO Keynote Charts
04.20.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer provides readers with his IPC APEX EXPO presentation slides and charts. Keep reading...
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Global Economic Outlook; Inflation Drivers; Top EMS Companies; Semiconductor Outlook post-Japanese Earthquake; Top SEMI Equipment Vendors
04.13.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt provides us with an update on the global economic outlook, and discusses inflationary pressures in the market. Keep reading...
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Modest February Global Sales Slowdown; Japanese Purchasing Managers' Index Shows Sharp March Decline
04.06.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer discusses a modest February global sales slowdown, and the Japanese Purchasing Managers' Index sharp March decline. Keep reading...
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Tighter Component Supplies & Some Hoarding; U.S. and Japanese Electronics Updates & a Reader’s Request
03.30.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer discusses tighter component supplies & hoarding, and responds to a reader’s request. Keep reading...
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Rising Costs and Component Shortages; European Update; Currency Exchange Rate Changes & Surging Metal Prices
03.23.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer discusses rising costs and component shortages, European update, and surging metal prices. Keep reading...
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Taiwan/China’s February Electronics Performance; SEMI 4Q’10 Sales by Country; Apple’s iPad 2, “Pre-earthquake” Japanese Electronics Update
03.16.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer discusses China’s Electronics Performance; Apple’s iPad 2, and an update on “Pre-earthquake” Japanese Electronics. Keep reading...
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Seasonally Strong Semiconductor Shipment Growth in January … How will Mid East Unrest and Higher Oil Prices Affect our Current “Recovery?”
03.09.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer discusses seasonally strong semiconductor shipment growth and the Mid East's unrest effect on current “recovery”. Keep reading...
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Global Electronics & Solar/photovoltaic Growth by Sector; Japanese & U.S. Market Update; Notebook and Server 4Q’10 Growth; Silicon & SEMI Equipment Updates; Improved U.S. Consumer Confidence
03.01.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer gives an update on Global Electronics Growth by Sector; Japanese & U.S. Market Update; Silicon & SEMI Equipment Updates. Keep reading...
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European Market Update; Semiconductor Inventories Climb; Collection of Interesting Market Data
02.23.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer gives a European market update and the latest on semiconductor inventories. Keep reading...
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World Electronics Supply Chain - 4Q'10 Growth by Sector
02.16.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer discusses World Electronics Supply Chain - 4Q'10 Growth by Sector. Keep reading...
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European PCB Conference
02.09.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer recaps the European PCB Conference. Keep reading...
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SIA Semiconductor Shipment Data; U.S. Electronic Equipment Orders; U.S. GDP; MEMS Market
02.02.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer discusses SIA Semiconductor Shipment Data; U.S. Electronic Equipment Orders; U.S. GDP; MEMS Market. Keep reading...
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SEMI Equipment Book/Bills; DRAM Pricing Outlook; Electronic Equipment Forecast; OEMs IC Consumption
01.26.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer discusses SEMI Equipment Book/Bills; DRAM Pricing Outlook; Electronic Equipment Forecast; OEMs IC Consumption. Keep reading...
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Passive Component Orders Rebound; DRAM Sales Forecast; Printed Circuit & PCB Materials Market Activity;
01.20.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer discusses Passive Component Orders Rebound; DRAM Sales Forecast; Printed Circuit & PCB Materials Market Activity. Keep reading...
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Military Market Aside, 2011 Looks Like an “OK” Year
01.12.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer forecasts 2011 Looks Like an “OK” Year Keep reading...
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Electronics Industry Unseasonably Busy ... But Costs Are Increasing
01.05.2011 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer examines Increasing Costs within the Electronics Industry Keep reading...
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2010: Strong Start & Encouraging Finish
12.28.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer examines 2010's Strong Start & Encouraging Finish Keep reading...
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European Electronics Food Chain Update; Surging NT$; U.S. Leading Indicator Rises; U.S. & European Industrial Production Expand; SEMI Equipment Sales near Seasonal Peak; Hard Disk Shipments Rebound
12.21.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer examines European Electronics Food Chain Update; Surging NT$; U.S. Leading Indicator Rises; U.S. & European Industrial Production Expand; SEMI Equipment Sales near Seasonal Peak; Hard Disk Shipments Rebound Keep reading...
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Taiwan/China “Hangs in There” in November; Global Printed Circuit Board Headlines; Modest Semiconductor Growth Expected in 2011
12.15.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer examines Taiwan/China electronics demand, Global Printed Circuit Boards, and Semiconductor Growth Expectations. Keep reading...
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Leading Indicators Point to Soft Landing; U.S. Factory Orders Weak for Electronics; October Semiconductor Shipments Seasonally Down; October Growth Summary for N. American Electronics “Food Chain”
12.08.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer examines U.S. Factory Orders; October Semiconductor Shipments; N. American Electronics “Food Chain” Keep reading...
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Global Electronic Equipment Shipments Peak Seasonally; U.S. equipment Orders Slow, U.S. Dollar Strengthens; German and N. America PCB orders Dip; NAND Prices to Fall,; Metal Pricing Update
12.01.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer examines Global Electronic Equipment Shipments; U.S. equipment Orders; NAND Prices; Metal Pricing Keep reading...
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Record Electronic Component Shipments this summer in Europe; Japanese Electronic Equipment Shipments Rise in September but Component Growth Slips; SEMI equipment Book/Bill Drops in N. America & Japan
11.23.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer examines Electronic Component Shipments in Europe; Japanese Electronic Equipment Shipments and Component Growth; SEMI equipment Book/Bill N. America & Japan; Keep reading...
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3Q’10 Electronic Food Chain Performance; World Semiconductor Shipments; U.S. Factory Orders Update
11.17.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer examines 3Q’10 Electronic Food Chain Performance; World Semiconductor Shipments; U.S. Factory Orders Update Keep reading...
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Global Electronic Equipment Sales 3Q'10 Performance by Sector
11.09.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
In this week's MarketEye, Walt Custer reviews third quarter global electronic equipment sales by sector. Keep reading...
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September Domestic Electronic Equipment & Printed Circuit Board Update; 3Q’10 GDP Growth; 3Q’10 Mobile Phone Shipments; Tablet Device Outlook
11.02.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
In this week's post from Walt Custer updates readers regarding September Domestic Electronic Equipment & Printed Circuit Board; 3Q’10 GDP Growth; 3Q’10 Mobile Phone Shipments; Tablet Device Outlook Keep reading...
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Japanese Electronics Output Flat; U.S. Industrial Production Dips but Home Builder Optimism Improves; DRAM Prices Soften and Supply Increases; N. American SEMI Equipment Orders Ease
10.26.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
In this week's post from Walt Custer readers learn that Japanese electronics output is flat, DRAM prices are beginning to soften and SEMI equiment orders in North America are easing. Keep reading...
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European Update, Exchange Rates, Metal Prices, Cost Pressures & Price Increases in Asia, Indian PCB Industry, CCL (laminate) Outlook and 3Q'10 Personal Computer Market
10.20.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer looks at exchange rates, metal prices, the PCB industry in India and the results of the personal computer market in the third quarter. Keep reading...
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Recent Data from Taiwan/China; Global Electronics Update; World PCB Growth Slows; Various Semiconductor Comments
10.13.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week Walt Custer gives readers a global electronics update and provides the September data for Taiwan and China. Keep reading...
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U.S. PCB Outlook, Metal Prices at Record Highs, Copper Foil & Fiberglass Yarn Update, Tablet PC Shipments to Double, SEMI Equipment Outlook
10.05.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
In this week’s post Walt Custer provides an update on the U.S. PCB Outlook, Metal Prices, Copper Foil & Fiberglass Yarn, Tablet PC Shipments, SEMI Equipment Outlook Keep reading...
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“Slow Growth” in the U.S., Europe & Japan; Useful Leading Indicator; Higher Silver & Gold Prices; Japanese SEMI Equipment Orders Weaken
09.28.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
In this week’s post Walt Custer provides an update on the markets in the U. S., Europe and Japan, reports on the highest gold and silver prices ever witnessed and gives his take on the leading domestic indicators. Keep reading...
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European & Global Update; Recent SEMI CAPEX Forecast, Glass Inventories & More
09.21.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Walt Custer reports European & Global Update; Recent SEMI CAPEX Forecast, Glass Inventories & More. Keep reading...
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Recent Global Numbers Still All Point To Growth At Slower Pace
09.08.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
In this week's MarketEye, Walt Custer reports that global numbers still indicate a slow growth pattern. Keep reading...
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Global Electronics Growth Continues to Ease & Inventories Creep Up; European PCBs Having an Excellent Year
08.30.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Walt Custer reports that global electronics growth is easing as inventories creep up and European PCBs are having an excellent year so far. Keep reading...
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Growth at a Slower Pace: Possible Component Excesses in Europe
08.24.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Walt Custer's weekly post suggests continued growth at a slower pace and cautions component suppliers as the Europe market may be overheated. Keep reading...
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Taiwan/China & Europe Market Updates; Notebook Computer Demand Wanes; European Component Distribution Sets 2Q'10 Record; Second Quarter Mobile Phone Shipments up 14% Domestic Electronic Component Demand Softens
08.17.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Walt Custer provides an update on Taiwan/China and Europe markets, declining notebook sales, phone shipments, and much more industry news can be found in this week's MarketEye post. Keep reading...
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World & U.S. 2Q '10 Electronic Food Chain Performance
08.10.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Walt Custer provides readers with a look at the second quarter electronic food chain performance. Keep reading...
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Predictions Coming True: Demand Flattens, Growth Slows
08.05.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Walt Custer's predictions come true as global semiconductor shipments slow and end market demand flattens in the second quarter. Keep reading...
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Predicting the Future (for the busy executive)...plus key industry news
07.27.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
In this week's MarketEye Walt Custer peers into a crystal ball and uses leading industry indicators to help predict the future. Keep reading...
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"Flatter" Electronic Times in Second Half? Solar/Photovoltaic Growth Remains Very Strong
07.20.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
In this week's MarketEye, Walt Custer looks at the possibility for a flattening in industrial output in the coming months and sees strong growth in the solar/photovoltaic industry. Keep reading...
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SE Asia: Very Strong First Half 2010 But What's Next
07.13.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
In this edition of MarketEye, Custer reports that SE Asia had a strong showing in the first half of 2010 but questions what the future may hold. Keep reading...
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Sunny Spring but Summer Clouds may be Gathering
07.06.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
In this week's post Walt Custer reviews sobering headlines that may point to a worrisome economic future. Keep reading...
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Strong U.S.& European PCB Growth; China & Taiwan to Remove Mutual Tariffs; FOREX & Metal Pricing Updates; Weaker Hard Drive Demand
06.28.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Walt Custer reports strong PCB growth in the U.S. and Europe and also reports that China and Taiwan are removing mutual tariffs. You'll find this and more in this week's edition of MarketEye. Keep reading...
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Global Electronics Update - Growth in all Sectors & Regions
06.22.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
In this week's post Walt Custer cites growth in all sectors and regions of the electronic food chain. Keep reading...
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Business Outlook Global Electronics Industry
06.15.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Walt Custer provides his slides presented recently at the European Institute of Printed Circuits (EIPC) in Nuremberg, Germany. Keep reading...
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Electronic "Food Chain" Update
06.08.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
This week, business analyst Walt Custer updates readers on the current state of the electronic food chain. Keep reading...
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EMS Company Update
05.31.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Walt Custer gives a comprehensive update on several large and medium sized EMS companies in this week's MarketEye article. Keep reading...
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Taiwan/China Update
05.25.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
In this MarketEye post Walt Custer delivers an industry update based on April sales from Taiwanese electronics companies. Keep reading...
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European Update
05.17.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Walt Custer provides readers with an update on the electronics industry in Europe from Eurostat's March report. Keep reading...
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Looking Good (If You Ignore Oil Spills, Volcanoes & Greek Financials)
05.10.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Prior to the recent global crises, Walt Custer reports early 2010 results were moving in a positive direction. Keep reading...
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Overheated Component Sales but Healthy Underlying End Market Growth
05.03.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Walt Custer sees overheated component sales but reports a healthy Q1 for electronic equipment and end market growth. Keep reading...
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First Quarter Update Growth Accelerates...Selectively
04.26.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Walt Custer provides readers with an update on first quarter market growth. Keep reading...
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Strong First Quarter Global End Market Growth; Modest European Recovery; Robust Personal Computer Expansion; Component Shortages and Worries of Inventory Building
04.19.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Walt Custer offers commentary on the first quarter global end market growth, the modest European recovery, personal computer expansion and more in this edition of MarketEye. Keep reading...
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Taiwan/China Update plus Custer Business Outlook Charts from IPC Expo/APEX Tradeshow
04.12.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Walt Custer gives MarketEye readers a financial update on Taiwan and China plus the business outlook charts from the IPC Expo/Apex Tradeshow. Keep reading...
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Strong Global Manufacturing Activity; Modest Domesic End Market Growth; Hefty Semiconductor Shipment Increases...But Supply/Demand Imbalances and Rising Costs
04.05.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
MarketEye contributor Walt Custer looks at the strong global manufacturing activity as well as the modest domestic end market growth and more in this week's MarketEye post. Keep reading...
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Electronics Industry News, Plus-Coming Soon: Walt Sticks His Neck Out
03.30.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Find out the latest industry news in this week's MarketEye post from Walt Custer. Keep reading...
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Global Industrial Production Growth Improves; North American SEMI Shipments & Orders Up; FOREX stable; European & Japanese Electronics Doing Better; Metal Prices Rising; SEMI Material Sales Down 19% in 2009
03.22.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Walt Custer reports positive trends in global industrial production, North American SEMI shipments and improvement in European and Japanese electronics. Read this news and more in this week's MarketEye post. Keep reading...
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Solid Economic Growth Through 2012
03.16.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Custer Consulting Group colleague, Ed Henderson, provides readers with an upbeat economic outlook through 2012. Keep reading...
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Domestic End Market Demand Improves, Global Personal Computer Forecast Increased, Fab Spending to Grow 88% in 2010, LCD Panel Component Shortages and More
03.08.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
In this edition of MarketEye, Custer reports on several noted market improvements including domestic end market improvements, the growth in fab spending and more in this week's post. Keep reading...
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U.S. Electronics Demand Improves, European Component Shipments Increase, Global Semiconductor Shipments to Grow 20% in 2010, World Server & Mobile Phone Market Update, Top DEMI Equipment Spenders, Japanese Chip Gear Shipments & 4Q'09 U.S. GDP Growth
03.01.2010 // Posted by: Walt Custer // Posted in: Articles, Industry Conditions
Walt Custer's post points to several positive economic growth trends in this week's edition of MarketEye. Keep reading...
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