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Walt Custer Articles

02.03.2016 // Walt D. Custer in: Industry Conditions

U.S. December Electronic Equipment Shipments, Orders & Inventories; N American SEMI Equipment December Orders & Shipments; N American December PCB Orders & Shipments; Top Global Semiconductor Customers More...

01.27.2016 // Walt D. Custer in: Industry Conditions

European & Global Business Outlook; Japan Update; January PMI Leading Indicators; Worldwide Device Shipments by Category; 2016 Global Notebook Shipment Forecast by Manufacturer; Worldwide IT Spending Forecast More...

01.20.2016 // Walt D. Custer in: Industry Conditions

4Q’15 Global Electronic Supply Chain Update; Europe & China/Taiwan Updates; Worldwide Semiconductor Capital Spending Forecast; 4Q’15 Personal Computer Revenues by Supplier More...

01.13.2016 // Walt D. Custer in: Industry Conditions

U.S. Electronic Supply Chain - November Shipments, Orders & Inventories; PMI Leading Indicators; Global Semiconductor Sales Dip Slightly in November; Worldwide Semiconductor Revenue Declined 1.9% in 2015; More...

01.07.2016 // Walt D. Custer in: Industry Conditions

N American PCB Shipments up 0.4% y/y and Bookings up 7.9% in November; Global & Japanese Electronics & Information Technology Industry Production Forecasts; 4Q’15 iPhone Shipments to be 5-10% Short of More...

12.23.2015 // Walt D. Custer in: Industry Conditions

Europe, Japan & S. Korean Updates; Preliminary December PMI Leading Indicators; Semiconductor Manufacturing Equipment Forecast; November N. American SEMI Equipment Orders & Shipments; Top 100 Global Military More...

12.17.2015 // Walt D. Custer in: Industry Conditions

China/Taiwan Update; 3Q’15 SEMI Equipment Shipments by Country; Major End-Use Markets Driving IC Growth; Global Automotive PCB Producers; Personal Computer Supply Chain Pessimistic for 1H’16; Worldwide More...

12.09.2015 // Walt D. Custer in: Industry Conditions

PMI Leading Indicators for November; October Semiconductor Shipments; WSTS Semiconductor Forecast; U.S. October Factory Orders; October N American PCB Orders & Shipments; World Smartphone Forecast; Wearables More...

12.03.2015 // Walt D. Custer in: Industry Conditions

3Q’15 Global Electronic Supply Chain Growth by Sector; November “Flash” Manufacturing PMI Data; October U.S. Electronic Equipment Shipments, Orders & Inventories; U.S. 3Q’15 GDP Revised to 2.1% from 1 More...

11.25.2015 // Walt D. Custer in: Industry Conditions

Japan & Europe Updates; 3q’15 Smartphone Growth Stronger than Previously Reported; DMASS (European Semiconductor Distribution Sales) in 3Q’15; N American SEMI Equipment October Shipments & Orders; Worldwide More...

11.18.2015 // Walt D. Custer in: Industry Conditions

Productronica, Munich 2015 More...

11.11.2015 // Walt D. Custer in: Industry Conditions

Leading Indicators Show Signs of Growth; Updated 3Q’15 Supply Chain Global Growth by Sector; U.S. September Electronic Equipment & Component Shipments, Orders & Inventories; Global Semiconductor Sales More...

11.04.2015 // Walt D. Custer in: Industry Conditions

3Q’15 Electronics Sector Growth; September U.S. Electronic Supply Chain Shipments, Orders & Inventories; N American September PCB Shipments & Orders; World Tablet & Smartphone Shipments in 3Q’15; Global More...

10.28.2015 // Walt D. Custer in: Industry Conditions

Japan Update; October “Flash” PMI Leading Indicators; N American Semiconductor Equipment Industry September Orders & Shipments; Japan September Semiconductor & Flat Panel Display Equipment Orders & Shipments; More...

10.21.2015 // Walt D. Custer in: Industry Conditions

Europe Update; China/Taiwan September Electronics Production – Apple’s Impact; 3Q’15 Smartphone Shipments; Worldwide Semiconductor Capital Spending to Decrease 1% in 2015; Top 20 Automotive Semiconductor More...

10.15.2015 // Walt D. Custer in: Industry Conditions

Taiwan/China Sales rise thanks to Seasonality & new iPhone; Global Semiconductor Sales Decrease Slightly in August; Worldwide Semiconductor Sales Expected to Decline 0.8% in 2015; World Fab Capacity (including More...

10.08.2015 // Walt D. Custer in: Industry Conditions

September PMI Leading Indicators; U.S. August Factory Orders Report; Currency Exchange Rates; World PCB Production in 2014; Largest PCB Producers in 2014; August N. America PCB Orders & Shipments; Drone More...

09.30.2015 // Walt D. Custer in: Industry Conditions

August U.S. Electronic Equipment Orders & Shipments; September “Flash” Purchasing Managers Indices; Taiwan Top foundries' Sales to Decrease 0.8% sequentially and 3.7% on year in 3Q’15; N American Semiconductor More...

09.23.2015 // Walt D. Custer in: Industry Conditions

European Update; 2Q’15 SEMI Equipment Shipments by Major Country; Worldwide Wearable Shipments; U.S. & Global Industrial Production Growth; Global Security Appliance & Purpose-built Backup Appliance M More...

09.15.2015 // Walt D. Custer in: Industry Conditions

China/Taiwan Update; Exchange Rate Impact on Dollar Denominated Global Electronic Equipment Growth; Semiconductor Industry Spending Slows but Still Positive; Europe to Remain Largest Regional Market for More...

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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