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Supply Chain Articles

07.29.2015 // Walt D. Custer in: Industry Conditions

Preliminary July PMI Leading Indicators; 2Q’15 Smartphone Shipments by Vendor; N American June SEMI Equipment Orders & Shipments; Global LED Lighting Sales; Dual-SIM Smartphone Sales & Forecast; Copper More...

07.22.2015 // Walt D. Custer in: Industry Conditions

Global, Taiwan/China, Europe & Japan Updates; Internet of Things Forecast; World Semiconductor Capital Spending Outlook, June U.S. Industrial Production More...

07.15.2015 // Walt D. Custer in: Industry Conditions

May Semiconductor Shipments by Region; 2015 Semiconductor Growth Forecast lowered to 2.2% by Gartner; DRAM Module 2014 Revenues by Major Vendor; Viet Nam Electronics Exports and PCB Production Surge; Combined More...

07.14.2015 // Dennis M. Zogbi in: Passives

The Passive Component Raw Material Index (which covers feedstock pricing for many of the primary raw materials consumed in the production of passive electronic components) showed a DECREASE in JUNE on More...

07.08.2015 // Walt D. Custer in: Industry Conditions

Global Economy; Leading Indicators; U.S. May “Factory Orders” Report; N American PCB Industry Results for May 2015; Worldwide IT Spending Forecast; Smartphones to be 80% of Total Cellphone Shipments in More...

07.01.2015 // Walt D. Custer in: Industry Conditions

June “Flash” PMI Leading Indicators; May Preliminary U.S. Electronics Shipments, Orders & Inventories; Japan Update; Cautious 2H’15 Notebook Outlook; Top 10 Handset Makers; PC Monitor Shipments by Major More...

06.25.2015 // Walt D. Custer in: Industry Conditions

Growth by Sector of World Electronics Industry with Detailed Financials; May North American SEMI Equipment Shipments, Orders and Book/Bill Ratio More...

06.17.2015 // Walt D. Custer in: Industry Conditions

Taiwan/China and Europe Updates; 1Q’15 SEMI Equipment Shipments by Major Country; Personal Computer Inventory Concerns in Europe; Wearables 1Q’15 Sales by Major Supplier; SSD Market Penetration Increa More...

06.10.2015 // Walt D. Custer in: Industry Conditions

May Leading Indicators; April U.S. “Factory Orders”, Global April Semiconductor Sales; WSTS World Semiconductor Forecast; Semiconductor Fab Equipment Spending Forecast; April N. American PCB Shipments More...

06.04.2015 // Dennis M. Zogbi in: Passives

Specialty Components: A Fragmented and Profitable Sub-Segment of the Worldwide Passive Component Industry More...

06.03.2015 // Walt D. Custer in: Industry Conditions

April U.S. Electronics Shipments, Orders and Inventories; U.S. Dollar Exchange Rates; Metal Prices; 1Q’15 Mobile DRAM Sales by Vendor; Global Smartphone Sales up 19.3% in First Quarter; World Server Shipments More...

05.19.2015 // Dennis M. Zogbi in: Passives

A look at lead time trends, vendor revenues and raw material pricing in the worldwide passive electronic components industry in April 2015. More...

05.13.2015 // Walt D. Custer in: Industry Conditions

1Q’15 Electronic Supply Chain Growth by Sector; April Leading Indicators by Key Country; March Semiconductor Shipments by Region; Weak PC Demand in 2Q’15; Global Fab Capacity and Wafer Fab Materials M More...

05.06.2015 // Walt D. Custer in: Industry Conditions

Short term Semiconductor Outlook; March N America PCB Data; Personal Computer Prices to Rise; 1Q’15 Smartphone & Media Tablet Shipments; Hard Disk Drive Forecast; Weak 1Q’15 U.S. GDP Growth More...

04.30.2015 // Walt D. Custer in: Industry Conditions

April Global Leading Indicators Weaken on “Flash” Basis; U.S. March Electronic Equipment Shipments, Orders & Inventories Report; N. American SEMI Equipment March Demand Increases; 2015 Global Semiconductor More...

04.24.2015 // Dennis M. Zogbi in: Passives

Demand for thin film resistors and integrated passive devices are increasing because of the precision nature of the thin film components and the added volumetric efficiency that integrated passive device More...

04.23.2015 // Barbara Jorgensen in: Supply Chain

The regulatory environment for the electronics industry continues to become more complex. As U.S.-based companies conduct more business internationally, they face environmental and trade directives that More...

04.22.2015 // Walt D. Custer in: Industry Conditions

Europe, Japan & S. Korean Electronic Supply Chain Updates; Solar/Photovoltaic Revenues up 4.4% in 4Q’14 vs. 4Q’13; Global Notebook Shipments Decline in 1Q’15; Semiconductor Foundry & Photomask Markets; More...

04.15.2015 // Walt D. Custer in: Industry Conditions

March Leading Indicators; Taiwan/China March and U.S. February Supply Chain revenues; February Semiconductor Shipments by Region; 2014 Semiconductor Sales for Major Suppliers; N. American PCB Orders & More...

04.08.2015 // Walt D. Custer in: Industry Conditions

Custer Consulting Group monitors electronic equipment growth by sector by aggregating the financial results of groups of OEM companies producing similar equipment. Here are more details on our methodo More...

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