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Supply Chain Articles

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...

04.01.2015 // Walt D. Custer in: Industry Conditions

Thanks to our friend and colleague Ed Henderson here is the introduction to his March 2015 market forecast letter. You can contact Ed at hen.ven@Comcast.net More...

03.26.2015 // Walt D. Custer in: Industry Conditions

At the IPC Expo/Apex trade show in San Diego on February 23, 2015 Walt Custer addressed the PCB Supply Chain Leadership group regarding present and future business conditions. More...

03.18.2015 // Walt D. Custer in: Industry Conditions

Seasonal Slowdown in February; Taiwan/China & Europe Updates; Intel Cuts its 4Q’15 Guidance; Media Tablet & Personal Computer Forecasts More...

03.11.2015 // Walt D. Custer in: Industry Conditions

February PMI Leading Indicators; U.S. “January “Factory Orders” Report; Semiconductor Sales by Region for January; January N. American PCB Orders & Shipments; Weak 1Q’15 for Personal Computer Shipments; More...

03.06.2015 // Dennis M. Zogbi in: Passives

There are three core technology groups employed to protect sensitive integrated circuits from the affects of electrostatic discharge (ESD) these include the silicon diode, the metal oxide varistor and More...

03.04.2015 // Walt D. Custer in: Industry Conditions

4th Quarter Sector Growth Update; January U.S. Electronic Supply Chain Shipments, Orders & Inventories; Global Tablet Forecast; 4Q’14 Mobile DRAM Shipments by Vendor; 4Q’14 and Historical Smartphone Shipments More...

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