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Walt Custer Articles

02.25.2015 // Walt D. Custer in: Industry Conditions

February “Flash” Leading Indicators; Japan Update; N American January SEMI Equipment Orders & Shipments; 4Q’14 Workstation Shipments by Vendor More...

02.18.2015 // Walt D. Custer in:

Global, Taiwan/China & Europe Updates; European Semiconductor Distribution Industry Sales; World Silicon Wafer Area Shipments; DRAM Bit Volume Forecast; Worldwide NAND Flash Memory Market; Global Tablet More...

02.11.2015 // Walt D. Custer in:

Walt Custer had the honor of delivering the keynote at EIPC’s Winter Conference in Munich recently and his presentation charts are attached. More...

02.04.2015 // Walt D. Custer in:

4th Quarter Global Growth by Electronic Supply Chain Sector; December U.S. Electronics Growth; N. American December PCB Orders & Shipments; SEMI Equipment December N American Orders & Shipments: 4Q’14 More...

01.29.2015 // Walt D. Custer in: Industry Conditions

January “Flash” PMI Leading Indicators; Japan November Electronics Results; Top Global Semiconductor; European EMS Market; Global 2015 Smartphone Shipment; 1Q’15 Notebook Shipment Forecast by Brand; IMF More...

01.21.2015 // Walt D. Custer in: Industry Conditions

Global Electronic Equipment and PCB Monthly Revenues by Region; Strong 2014 Finish in China/Taiwan; Europe Slows; Semiconductor Growth Revised Down to 5.4% in 2015; Automotive Printed Circuit Market; 4Q’14 More...

01.15.2015 // Walt D. Custer in: Industry Conditions

Domestic Electronics Demand Weakened in November; 2015 PCB Forecast by Month by Region; Top Companies’ 2015 Semiconductor Revenues; Global Smartphone & Tablet Prices by Year; PC, Tablet, Ultramobile & More...

01.07.2015 // Walt D. Custer in:

November Semiconductor Shipments Still Strong but Growth Appears to Have Peaked; PMI Leading Indicators Point to Slower Near-Term Manufacturing Growth for Most Countries; LCD TV Shipment Demand Still More...

12.31.2014 // Walt D. Custer in:

Flat November U.S. Electronics Demand; N. American PCB Shipments Weaken; S. Korean Printed Circuit Shipments Down 12% in 3Q’14 vs 3Q’13 but Stable Sequentially; N. American SEMI Book/Bill Improves; Wafer More...

12.29.2014 // Walt D. Custer in:

Japan Update; December “Flash” Leading Indicators; European Growth Improves Slightly; S. Korean Smartphone Exports Drop; Global Storage Market Expands; 3Q’14 Mobile Phone & PC Monitor Markets; Exchange More...

12.17.2014 // Walt D. Custer in:

Taiwan/China & Europe Updates; Global PCB Shipments up <1% in 2014; 3Q’14 SEMI Equipment Shipments by Major Country; Updated SEMI Equipment Forecast More...

12.10.2014 // Walt D. Custer in:

Leading Indicators Point to Slower Growth; U.S. October Electronics Data; Global Semiconductor Growth Continues in October; WSTS Semiconductor Forecast for 2014-2016; 3Q’14 Server Shipments More...

12.03.2014 // Walt D. Custer in:

Final Third Quarter Global Electronics Growth by Sector; October U.S. Electronics Shipments and Orders; N. America PCB Orders Surge; Global WLAN Market; Media Tablet Forecast; Smartphone Global Outlook; More...

11.25.2014 // Walt D. Custer in:

Third Quarter Supply Chain Update; Leading Indicators Weaken in November; 3Q’14 European Component Sales; Japan Update; N. American SEMI Equipment Book/Bill Remains Below 1.0; LED Chip Makers Expect a More...

11.20.2014 // Walt D. Custer in:

11.12.2014 // Walt D. Custer in: Industry Conditions

Record Semiconductor Sales in September; Global PM Leading Indicator Signals Modest Short-term Growth; Top 20 Semiconductor Suppliers in 2014; U.S. September Electronic Equipment Shipments, Orders & Inventories; More...

11.05.2014 // Walt D. Custer in: Industry Conditions

3Q’14 Growth by Sector for Global Electronic Supply Chain; September U.S. Electronic Equipment (and related) Orders & Shipments; IPC Releases September N American PCB Data; Strong 3Q’14 Media Tablet Sales; More...

10.29.2014 // Walt D. Custer in: Industry Conditions

October “Flash” Leading Indicators; Japan Update; North American SEMI Equipment Orders and Shipments Weaken; Top Automotive Semiconductor Suppliers; Projected Internet of Things volumes in 2014 and 20 More...

10.22.2014 // Walt D. Custer in: Industry Conditions

Seasonal Upturn in Taiwan/China; Europe Update; Global Semiconductor Capital Equipment Spending up 11.4% in 2014; Top 11 Defense Electronics Companies; World PC Shipments down 0.5% in 3Q’14; 3Q’14 Notebook More...

10.16.2014 // Walt D. Custer in: Industry Conditions

Global Electronic Equipment Production by Country, Type & Year; 2014 Semiconductor Forecast; Semiconductor Materials Market; Silicon Wafer Shipment Forecast; China Semiconductor Consumption and Local Production; 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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