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Walt Custer Articles

08.24.2016 // Walt D. Custer in: Industry Conditions

The following economic analysis was excerpted with permission from the August 2016 edition of the Henderson Electronic Market Forecast www.HendersonVentures.com More...

08.17.2016 // Walt D. Custer in: Industry Conditions

China/Taiwan and Europe Updates; 2H’16 Spending Surge Expected From Samsung, TSMC and Intel; Japan SEMI Equipment and Flat Panel Display Monthly Orders & Shipments; Ultra HD TV panel shipments reached More...

08.10.2016 // Walt D. Custer in: Industry Conditions

July Leading Indicators - China & the USA Rise, Europe Growth Slows; World Semiconductors Sales in June; U.S. June “Factory orders” for Electronics; Global Electronic Supply Chain 2Q’16 Growth Update; More...

08.03.2016 // Walt D. Custer in: Industry Conditions

2Q’16 Global Electronic Supply Chain Growth – Updated; U.S. June Durable Goods Report – Domestic Electronic Supply Chain Shipments, Orders & Inventories; Japan Update; North American PCB Sales Up, Orders More...

07.27.2016 // Walt D. Custer in: Industry Conditions

2Q’16 Global Electronic Industry Growth – First Estimates; July Leading Indicators - Flash PMI Results; N American Semiconductor Equipment Industry June Bookings & Shipments; 2Q’16 World Smartwatch Shipments; More...

07.20.2016 // Walt D. Custer in: Industry Conditions

China/Taiwan update; Europe Update; Worldwide Semiconductor Equipment Market Forecast; 2Q’16 Personal Computer Shipments by Vendor and Region; Handset IC Market to grow at 6.7% CAGR to US$94.3 billion More...

07.13.2016 // Walt D. Custer in: Industry Conditions

May U.S. Electronic Supply Chain Shipments, Orders & Inventories; World Semiconductors Sales down 7.7% in May 2016 vs. May 2017; 2016 Semiconductor Market Growth Forecast Lowered to -1%; Worldwide IT Spending More...

07.06.2016 // Walt D. Custer in: Industry Conditions

June PMI Leading Indicators; American PCB Business Sales and Orders in May; Commodity Prices; Worldwide Cloud IT Infrastructure Revenue of Key Companies; Exchange Rates vs. U.S. Dollar; U.S. First-quarter More...

06.29.2016 // Walt D. Custer in: Industry Conditions

June “Flash” Leading Indicators (& Brexit); Japan Update; May U.S. “Durable Goods” Report; Solar/Photovoltaic Revenues up 4% in 1Q’16 vs 1Q’15; N American Semiconductor Equipment Industry May 2016 Book/Bill More...

06.22.2016 // Walt D. Custer in: Industry Conditions

Business Outlook for Europe More...

06.15.2016 // Walt D. Custer in: Industry Conditions

Taiwan/China Update; Global Semiconductor Sales Decrease in April; Autonomous Vehicle Sales Forecast; North American Robotics Market; Worldwide PC Shipments Forecast to Decline 7.3% y/y in 2016 More...

06.08.2016 // Walt D. Custer in: Industry Conditions

May PMI Leading Indicators; April U.S. “Factory Orders” Show Modest Improvement; North American PCB Business Growth Continued in April; Top 10 automotive PCB makers in 2015; U.S. Drone Sales Accelerate; More...

05.25.2016 // Walt D. Custer in: Industry Conditions

U.S. Data Revisions; Japan Update; Top-20 Semiconductor Companies' Sales down 6% in 1Q’16; Global DRAM Revenues Drop 16.6% in 1Q’16; NAND Market in First Quarter; Silicon Wafer Area Shipments Decreased More...

05.18.2016 // Walt D. Custer in: Industry Conditions

China/Taiwan & Europe Updates; Worldwide Semiconductor Capital Spending to Decline 2% in 2016; Worldwide Semiconductor Photomask Market Forecast; Panel Demand Picking Up; 1Q’16 Notebook Computer Market More...

05.11.2016 // Walt D. Custer in: Industry Conditions

1Q’16 Global Electronics Growth by Sector – First Estimate; Global Semiconductor Sales Increase Slightly in March; April Global and Regional PMI Leading Indicators; April U.S. Electronics Activity; Worldwide More...

05.04.2016 // Walt D. Custer in: Industry Conditions

U.S EMS Providers 1Q’16 Financial Results; March 2016 U.S. Electronic Supply Chain Shipments, Orders and Inventories; North American PCB Shipments up 6.1% y/y in 1Q’16; Worldwide Smartphone Vendors Shipped More...

04.27.2016 // Walt D. Custer in: Industry Conditions

Japan Update; April “Flash” PMI Leading Indicators; N America-based SEMI Equipment March 2016 Book/bill =1.15; Japan SEMI & FPD Equipment Orders & Shipments; Global Smartphone Shipments in 1Q’16 More...

04.20.2016 // Walt D. Custer in: Industry Conditions

04.13.2016 // Walt D. Custer in: Industry Conditions

04.06.2016 // Walt D. Custer in: Industry Conditions

Featured Contributor

Walt D. Custer

Walt Custer is an industry analyst focused on the global electronics industry. Prior to forming Custer Consulting Group he was Vice President of Marketing and Sales for Morton Electronic Materials, a global supplier of specialty chemicals and process equipment for the PCB industry.

Custer has been a member of the IPC trade organization since 1975 where he received both the President's and the Raymond E. Pritchard Hall of Fame Awards. He is currently a member of the IPC Executive Market & Technology Steering Committee. Custer is also a Director of the EIPC European PCB trade organization.

He authors regular “Market Outlook” columns for Global SMT & Packaging magazine, the Journal of the HKPCA and the TTI MarketEYE website.

Custer Consulting

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