https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry2024-03-07T09:46:28.609ZIndustryArticles on the electronic component industry, from MarketEYE by TTI. Adobe Experience ManagerCritical Trend – Increasing Speed to MarketFast turn times are a cost of entry in today’s marketplace. Strategic supply chain solutions give TTI’s customers a competitive edge. Drew Curtis, Director of AIM Services at TTI, explains why.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-curtis-201305082013-05-08T20:53:00.000Z2013-05-08T20:53:00.000ZWar on Counterfeithttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-kickham-201410232014-10-22T17:06:00.000Z2014-10-22T17:06:00.000ZWeekly Global Update for January 11, 20172016 Growth & 2017 Outlook for Global Electronic Supply Chain; Worldwide Semiconductor Sales increased 7.4% y/y to $31.0 billion in November 2016; Strong December Leading Indicators; U.S. Electronic Supply Chain Shipments, Orders & Inventories for November; Branded Motherboard shipments to drop 5-10% in 2017 due to weak demand from China; Internet of Things Spending Forecast to grow 17.9% in 2016 led by Manufacturing, Transportation, and Utilities Investments; Worldwide PCs, Tablets, Ultramobiles & Mobile Phones combined shipments projected to total 2.3 billion in 2017; Global High-brightness LED chips production value will reach US$13.18 billion in 2017.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201701112017-01-11T15:11:28.000Z2017-01-11T15:11:28.000ZWeekly Global Update for January 18, 2017China/Taiwan Update; Europe Update; Worldwide Semiconductor Capital Spending Forecast to Grow 2.9% in 2017; Memory Market Poised for Strongest Annual Growth through 2021; 3D Printing spending forecasted to grow at 22.3% CAGR globally from $13.2 billion in 2016 to nearly $29 billion in 2020; Fifth Consecutive Year of Worldwide PC Shipment Decline; Worldwide IT Spending Forecast to Grow 2.7% in 2017; Worldwide Cloud IT infrastructure products for cloud IT grew 8.1% y/y to $8.4 billion in 3Q’16, Led by High Growth in Networking Equipment; Korea estimated to spend US$9.7 billion on semiconductor equipment in 2017; forecasted to spend almost US$7.3 billion on semiconductor fab and packaging materialshttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201701182017-01-18T15:11:00.000Z2017-01-18T15:11:00.000ZThree Supply Chain Risks to Watch in 2017Avoiding supply disruption and containing costs remain top responsibilities in the purchasing department. But when it comes to managing risk, buyers have much more to consider in 2017. Today’s complex global supply chains are adding issues to the plates of buyers throughout the manufacturing community, creating a greater need to develop resiliency up and down the supply channel.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-kickham-201701202017-01-20T21:14:00.000Z2017-01-20T21:14:00.000ZWeekly Global Update for January 25, 2017Electronic Equipment Shipments by Month by Country; Japan Update; Worldwide Semiconductor Revenue Grew 1.5% in 2016; EIPC Winter Conference Salzburg Program; Motherboard & Graphics Card shipments expected to fall 10% y/y in 2017 due to weak demand; Global OLED panel production capacity will grow at 52% CAGR from 7.5 million Square Meters in 2016 to 40.4 million Square Meters in 2021; India Electronics and Hardware industryhttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201701252017-01-25T15:11:00.000Z2017-01-25T15:11:00.000ZWeekly Global Update for February 1, 2017January “Flash” PMI Leading Indicators; Global Electronic Equipment Shipment Growth; 4Q’16 EMS Company Performance; Printed Circuit Board Monthly Revenues by Region; U.S. Durable Goods Report; Worldwide Semiconductor Revenues forecast to grow 7.2% y/y to $364.1 billion in 2017; Chipset Suppliers will begin to release 5G chips in 2H’17; N America-based SEMI Equipment Manufacturers December Book/Bill=1.06; World's top-six graphics card suppliers (excluding Nvidia) totaled US$160 million in 2016; PC Gaming Hardware Market exceeds $30 Billion; Japan's Electronics Unions to seek pay-scale hike of ¥3,000https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201702012017-02-01T15:11:00.000Z2017-02-01T15:11:00.000ZWeekly Global Update for February 8, 20174Q’16 Electronic Equipment Growth by Sector (first estimate), Global Semiconductor Sales Reach $339 Billion in 2016; January PMI Leading Indicators; European Business Outlook (Custer presentation at EIPC Winter Meeting); N American PCB Sales - Solid Growth in December; Media Tablet Market 4Q’16 & Total 2016https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201702082017-02-08T15:11:00.000Z2017-02-08T15:11:00.000ZWeekly Global Update for February 15, 20174Q’16 Electronic Equipment Supply Chain Updated Growth Estimates; Taiwan/China Update; U.S. “Factory Orders”; Almost 3 Million Personal and Commercial Drones Will Be Shipped in 2017; Smartphone market up 6.6% year-on-year in 2016; Worldwide connected things endpoint spending will increase 31% y/y to almost $1.7 trillion for 8.4 billion units in 2017 and expand to $3 trillion for 20.4 billion units in 2020; Annual Silicon Volume Shipments Remain at Record Highs; Apple shipped 6 million smartwatches in 4Q’16 and 11.9 million smartwatches in FY’16; AMOLED production equipment purchases to reach record US$9.5 billion in 2017https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201702152017-02-15T15:11:00.000Z2017-02-15T15:11:00.000ZWeekly Global Update for February 22, 2017Global Electronic Supply Chain Growth by Sector; Worldwide Smartphone Sales Grew 7% in 4Q’16; PC Prices will continue to increase due to SSD, DRAM, LCD Shortages; Global Mobile DRAM Revenue Grew 20% Sequentially in 4Q’16 on Robust Smartphone Shipments; Global DRAM Revenue Jumped 18.2% sequentially in 4Q’16 Owing to Soaring Contract Prices for PC DRAM; Global Tablet Shipments Fell by Just 6.6% Annually in 2016 as Brands Registered Above Expected Results; U.S. Industrial Production Declined Slightly in Januaryhttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201702222017-02-22T15:11:00.000Z2017-02-22T15:11:00.000ZMore Companies Seek Sustainable Procurement PracticesBetter brand protection, fewer supply disruptions, and social awareness are three reasons electronic components buyers should consider implementing sustainable procurement programs.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-kickham-201702282017-02-28T16:30:00.000Z2017-02-28T16:30:00.000ZWeekly Global Update for March 1, 2017“Flash” February Purchasing Managers Indices; Global Electronic Supply Chain 4Q’16 Growth Update; Japan Update; European Semiconductor Distribution Market Sales grew 5.8% y/y to 1.79 Billion Euros in 4Q’16 and FY'16 increased 3.8% y/y to 7.4 Billion Euros; Worldwide Semiconductor Market Expected to be up over 6% in 2017 after a record year in 2016; Taiwan Maintains Largest Share of Global IC Wafer Fab Capacity; N America-based Semiconductor Equipment Manufacturers' worldwide billings grew 52.3% y/y to $1.86 billion in January 2017; Japan aims at 20% of cars to be self-driving in 2030; Smartphone AMOLED penetration is estimated to rise from over 27% in 2017 to 50% in 2020; China Smartphone Market to sit back and digest inventory in 1Q17; shipments are expected to fall 2% y/y to 100 million unitshttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201703012017-03-01T15:11:00.000Z2017-03-01T15:11:00.000ZWeekly Global Update for March 8, 2017February PMI Leading Indicators; N American PCB Industry Results for January; Eleven Companies to account for 78% of Semi Capex in 2017; Worldwide Wearables Market shipments grew 16.9% y/y to all-time high 33.9 million units in 4Q’16; Worldwide Enterprise Storage Market declines in 4Q’16; Worldwide Server Revenue declined 1.9% y/y to $14.8 billion while shipments grew 0.1% y/y to 2.9 million units in 4Q’16; Global HDD Shipments dropped 9.2% y/y to estimated 425.8 million units in 2016; Worldwide Smartphone Shipments to grow 4.2% y/y to 1.53 billion units in 2017 and an additional 4.4% in 2018, growing at a 3.8% CAGR to 1.77 billion units in 2021; U.S. GDP increased at 1.9% annual rate in 4Q’16https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201703082017-03-08T15:11:00.000Z2017-03-08T15:11:00.000ZWeekly Global Update for March 15, 2017Worldwide Semiconductors Sales up 13.9% in January 2017; Taiwan/China Update; Global Fab Equipment Spending expected to reach industry all-time record, to more than US$46 billion in 2017 and US$50 billion in 2018; China Smartphone Vendors Conservative about placing component orders; NAND Flash Revenue grew 17.8% sequentially in 4Q’16 as Supply Shortage reached Its Most Severe Phase; World Ethernet switch (Layer 2/3) Market grew 2.4% y/y in 2016 while the Global Router Market grew 1.3% y/y; Worldwide Large Format Printer shipments grew 4.5% y/y; China will continue to dominate the 4K TV market, with 42% of all TVs in 2017 expected to ship with 4K panelshttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201703152017-03-08T15:11:00.000Z2017-03-08T15:11:00.000ZWeekly Global Update for March 22, 2017Europe Update; World SEMI manufacturing equipment sales rose 13% in 2016; Taiwan-based IC Design Houses expect IC demand from PC sector not to pick up until August; Pegatron expects 1Q’17 notebook shipments to decrease 20-25% on quarter and motherboards & desktops to slip 15-20%; Worldwide Augmented & Virtual Reality headset shipments to grow at 58% CAGR to 99.4 million units in 2021; China's Industrial Internet of Things growing to $65 billion by 2020; U.S. Companies Hold Largest Share of Fabless Company IC Sales; U.S. Industrial Production rose in February https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201703222017-03-22T14:11:00.000Z2017-03-22T14:11:00.000ZStrategic Sourcing Alters Supply Chain LandscapeSupply chain risk is taking on a larger role in electronics purchasing as geopolitical, environmental and other factors weigh heavy on buyers’ minds when sourcing new products. The trend continues in 2017, cementing a gradual change in sourcing from low-cost regions—especially China. As organizations seek to diversify their supply chains and reduce risks by sourcing closer to where their products are made, sourcing from China is less about cost and more about strategy.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-kickham-201703282017-03-28T15:30:00.000Z2017-03-28T15:30:00.000ZWeekly Global Update for March 29, 2017March Flash PMI Leading Indicators; Japan Update; U.S. February Electronic Supply Chain Shipments & Orders; PC vendors to hike prices in 3Q’17 to reflect continual hikes in component costs, including display panels, DRAM, SSDs, Li batteries; Notebook vendors to hike prices 5-15% in 2Q’17 due to increase in component costs; Motherboard players see shipments drop in 1Q’17 despite new processors from AMD, Intel; Pre-5G commercial operations to kick off earlier than expected; Worldwide converged systems market revenues decreased 1.4% y/y to $3.09 billion and market consumed 1.6 exabytes of new storage capacity in 4Q’16; Nintendo expects to ship 20 million Switch devices in first year; Worldwide wearable device shipments will grow at 18.3% CAGR from 102.4 million in 2016 to 237.5 million in 2021https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201703292017-03-29T14:11:00.000Z2017-03-29T14:11:00.000ZWeekly Global Update for April 5, 20174Q’16 Global Electronic Supply Chain – Updated Growth Estimate; Copper Price dips as supply fears ease, but heads for second quarterly gain; N American PCB shipments down 2.8% y/y in February 2017, bookings increased 8.4% y/y, PCB book/bill= 1.04; Global Semiconductor market revenue increased 2% y/y to $352.4 billion in 2016; DRAM sales to grow 39% to $57.3 billion and NAND flash sales to increase 25% in 2017; Global conductive inks market projected to grow at over 3% CAGR to USD 1.51 billion by 2021; Flexible AMOLED Display Revenues on Pace to Exceed Rigid AMOLED Panel in Q3’17; Automation study: 1 robot takes 5.6 jobs per 1,000 workers; 4Q’16 U.S. GDP rose at 2.1% annualized rate; U.S. Consumer confidence hits 16-year highhttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201704052017-04-05T14:11:00.000Z2017-04-05T14:11:00.000ZWeekly Global Update for April 19, 2017Taiwan/China Update; Europe Update; World Semiconductor Revenue to increase 12.3% in 2017; World PC shipments declined 2.4% y/y to 62.2 million units in 1Q’17; 1Q’17 Global Smartphone Production Volume Fell 23% from 4Q’16; World 3D NAND flash capacity to grow 118% in 2017 and 64% in 2018; OLED penetration of smartphones to surpass that of LCD in 2018; World IT Spending to Grow 1.4% in 2017https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201704192017-04-19T14:11:00.000Z2017-04-19T14:11:00.000ZWeekly Global Update for April 26, 2017April “Flash” PMI Leading Indicators; Japan Update; TSMC Expects First-Half Smartphone Slump; World semiconductor market grew 2% y/y to $352 billion in 2016; Leading Indicators for SEMI Equipment Billings; Worldwide Semiconductor Wafer-Level Manufacturing Equipment Revenue up 11% in 2016; LED tight supply to remain until 3Q’17; DRAM memory supply to stay tight for substantial period of time; Gaming Notebook shipments expected to grow over 20% y/y in 2017; U.S. Industrial production up 0.5% in Marchhttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201704262017-04-26T14:11:00.000Z2017-04-26T14:11:00.000ZResponsible Sourcing Takes a Step Forward with ISO 20400ISO’s recently launched sustainable procurement standard helps buyers understand the “what, and why” of responsible sourcing.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-kickham-201704282017-04-28T14:00:00.000Z2017-04-28T14:00:00.000ZWeekly Global Update for May 3, 2017ECWC14, Seoul; 1Q’17 Growth by Sector of Global Electronic Supply Chain; U.S. March Electronics Shipments, Orders & Inventories; EMS Sales Growth Finally Resumes – 1Q’17 Sales Results; World Military Expenditure Increased 0.4% y/y to $1686 billion in 2016; World Automotive Audio, Infotainment & Navigation Systems Vendor Share Ranking for 2016; Foxconn to Expand Capacity in central China mainly for Amazon; Global Wafer Supply likely to fall short of demand by 10-20% at the end of 2018; shortage could persist through 2020; Worldwide motherboard shipments below 50 million units in 2016 and expected to decline more than 10% in 2017https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201705032017-05-03T13:00:00.000Z2017-05-03T13:00:00.000ZWeekly Global Update for May 10, 2017April PMI Leading Indicators; 1Q’17 Global Growth by Electronic Sector – Updated; U.S. March “Factory Orders” report; Global Semiconductor Sales in March Up 18.1% Year-to-Year; N American PCB shipments dropped 4.7% y/y in March 2017 and bookings decreased 6.7%; Worldwide Smartphone Shipments grew 4.3% to 347 million units in 1Q’17; Smartphones' average DRAM content will increase 33.4% y/y to 3.2GB per device in 2017; Worldwide Tablet Shipments Decline 8.5% in the First Quarter as the Slow Migration from Slates to Detachables Continues; Global notebook shipments increased 10.1% y/y to 35.8 million units in 1Q’17; Top 10 German EMS Providers; Samsung poised to become largest semiconductor supplier in 2Q’17; Top MCU Suppliers in 2016https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201705102017-05-10T13:00:00.000Z2017-05-10T13:00:00.000ZWeekly Global Update for May 17, 20171Q’17 Global Electronic Supply Chain Growth Update; Taiwan/China Update; Europe Update; N American Robotics 1Q’17 Orders; Global Wearables Shipments up 21% y/y to 22 million units in 1Q’17 https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201705172017-05-17T13:00:00.000Z2017-05-17T13:00:00.000ZWeekly Global Update for May 24, 2017U.S. Shipments, Orders & Inventories – Historical Data Revision; Worldwide Semiconductor Revenue grew 2.6% to $343.5 billion in 2016; Global DRAM Market surged 13.4% q/q to US$14.13 billion in 1Q’17; Global SMT equipment value to grow at 4.4% CAGR from US$4850 million in 2016 to US$7075 million by 2025; Global Wearables shipments rose 21% y/y to 22 million units in 1Q’17; China Vendors Smartphone Shipments decreased 2.7% y/y to 152 million units globally in 2Q’17; Worldwide Silicon Wafer Area Shipments increased 12.6% y/y in 1Q’17; German Speaking Country PCB business grows rapidly in March 2017; U.S. Industrial Production advanced 1% in April, Broad Growth Worldwidehttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201705242017-05-24T13:00:00.000Z2017-05-24T13:00:00.000ZWeekly Global Update for May 31, 2017May “Flash” PMI Leading Indicators; 1Q’17 Growth of Global Electronic Supply Chain (update); Japan 1Q’17 Electronics Production; USA April Electronics Shipments & Orders Update; 2017 Automotive IC Market Forecast; N American SEMI Equipment April Billings; Volatility in Electronic Equipment Supply Chain; World Smartphone Market; Taiwan Market Smartphone Shipments declined 20% y/y in April; BBK Electronics of China now second largest smartphone manufacturer in world with its two brands OPPO and VIVO; Taiwan-based IC Distributors to benefit in 3Q’17 from growth of China-based smartphone vendors Huawei, OPPO and VIVO; Worldwide Personal Computing Device Shipments forecasted to fall in 2016 to 405 million units, Growth to return in 2019; 1Q’17 Global Mobile DRAM Revenue down 1.7% from 4Q’17 as Average Contract Price Remains Stablehttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201705312017-05-31T13:00:00.000Z2017-05-31T13:00:00.000ZCompanies Battle New Threats to Business ContinuityManaging risk gets more complex as the ripple effects of terrorism place new stress on supply chains.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-kickham-201706062017-06-06T12:30:00.000Z2017-06-06T12:30:00.000ZWeekly Global Update for June 7, 2017Business Outlook for Europe’s Electronics Industry; May PMI Leading Indicators; European semiconductor distribution market increased 10.5% y/y in Q1’17; N American PCB shipments down 6% y/y in April 2017 while bookings increased 4.3% y/y; Automotive IC market expected to grow 22% y/y to record high $28 billion in 2017; Global LED filament light bulb demand; Worldwide AR/VR headset shipment forecast; Automotive touch screen shipments will grow 11% y/y to 50 million units in 2017; Global & China Automotive Infotainment Industryhttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201706072017-06-07T12:30:00.000Z2017-06-07T12:30:00.000ZWeekly Global Update for June 14, 2017Global Electronic Supply Chain 1Q’17 Growth Update; Regional Electronic Equipment Monthly Revenues; China/Taiwan Update; U.S. April Electronic Supply Chain Shipments, Orders & Inventories; Global Semiconductor Sales increased 20.9% y/y to $31.3 billion; WSTS Forecasts Semiconductor Market's Largest Growth year in over 5 years; Worldwide Server Shipments declined 4.2% to 2.6 million units in 1Q’17; LED Lighting Vendors & Makers procured LED devices in excess of actual demand in 1H’17, resulting in high inventory levels; SoftBank to acquire Robotics Businesses from Alphabet (Google); IoT Semiconductors Sales Projection lowered to 16.2% y/y increase of $21.3 billion in 2017; Global analog ICs and power transistors for power management average value will increase of 11%https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201706142017-06-14T12:30:00.000Z2017-06-14T12:30:00.000ZWeekly Global Update for June 21, 2017European Update; N America-Based SEMI Equipment Manufacturers May Global Billings up 41.9% Y/Y; China Accounted for 10 of Top 14 Leading Smartphone Suppliers in 2016, Share Grows to 39%; Worldwide Internet of Things Spending to Grow 16.7% Y/Y to $800 Billion+ in 2017 and to nearly $1.4 Trillion by 2021; Automotive Electronics Market: A View from Material Supplier; Handset Component Business Outlook Positive in 2H’17; NAND Flash Memory Chip Market to Have Severe Shortage in 3Q’17. Tight Supply Will Persist Through 4Q’17; Global Glass Fiber Market Forecast to Grow 4.8% CAGR to $9.4 Billion by 2022; U.S. Industrial Production Declined 0.4% in May, after 1.1% Increase in Aprilhttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201706212017-06-21T12:30:00.000Z2017-06-21T12:30:00.000ZWeekly Global Update for June 28, 2017June “Flash” PMI Leading Indicators; Japan Update; Smartphone Makers may see Component Shortages in 2H’17 resulting from Design-In of Larger Memory Capacity, High-Density Batteries, High-Resolution Cameras as well as Dual-Lens Camera Modules; German Robotics & Automation Sales Expected to Grow 7% Y/Y in 2017 after New High in 2016; Cellphone IC Sales Projected to Grow 16% y/y in 2017 to US$84.4 billion while Personal Computing Systems' IC Market will increase 9% y/y to US$80.1 billion; Worldwide 3D Printer Shipments increased 29% in 2016 while Revenue Grew by more than 18% Year over Year; Worldwide Top-5 Notebook Vendors Combined Shipments increased 26% m/m & Top-3 ODMs expanded 34% m/m in May; Win Semi Looks to 5G Base Station Construction for 2018 growthhttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201706282017-06-28T12:30:00.000Z2017-06-28T12:30:00.000ZWeekly Global Update for July 5, 2017May U.S. Electronics Shipments & Orders; N American PCB Shipments down 3.1% y/y & Bookings decreased 7.3% y/y in May 2017; DRAM ASPs to Rise 5% Sequentially in 3Q’17 as Supply Remains Tight; Worldwide Cloud IT Infrastructure Revenues Grew 14.9% to $8 Billion in 1Q’17; World CMOS Image Sensors Sales Expected to Increase 8.7% CAGR from $11.5 billion in 2017 to $15.9 billion in 2021; Worldwide Wearables Market to Nearly Double by 2021; China “Official” Manufacturing PMI was 51.7 in June; Metal Priceshttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201707052017-07-05T17:00:00.000Z2017-07-05T17:00:00.000ZWeekly Global Update for July 12, 2017Global Semiconductor Sales Increased 22.6% Y/Y to $31.9 Billion in May; PMI Leading Indicators for June; U.S. May Shipments, Orders & Inventories for Domestic Electronic Supply Chain; China to Kick Off 5G Commercialization by 2020; IT Infrastructure Spending for Cloud Environments will increase 12.4% Y/Y in 2017 to $40.1 Billion; Taiwan-based PC-related IC Suppliers Positive about 3Q’17 Outlook; AMOLED Fine Metal Mask Market to Grow at 38% CAGR from $234 Million in 2017 to $1.2 Billion in 2022 https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201707122017-07-12T13:00:00.000Z2017-07-12T13:00:00.000ZWeekly Global Update for July 19, 2017Europe Update; World Semiconductor Revenue Forecast to Increase 16.8% y/y to $401.4 Billion in 2017; World SEMI Equipment Sales Projected to Increase 19.8% to Total $49.4 Billion In 2017; World PC Shipments Declined 4.3% y/y to 61.1 Million Units in 2Q’17; Global Tablet Shipments Decreased 30.8% to 36 Million Units in 1Q’17; World IT Spending Forecast to Grow 2.4% y/y to $3.5 Trillion in 2017; U.S. Industrial Production up 0.4% in Junehttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201707192017-07-19T12:00:00.000Z2017-07-19T12:00:00.000ZDefense Exports Set to DeclineNew report shows global defense exports will slide in 2018, though U.S. remains global leader.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-kickham-201707252017-07-25T12:30:00.000Z2017-07-25T12:30:00.000ZWeekly Global Update for July 26, 2017Japan Electronic Equipment, Device & Component Update; Japanese Semiconductor and Flat Panel Display Equipment Shipments; Euro at 2-year High versus Dollar; World Industrial Production Growth by Major Country; Global Digital Camera Shipments; U.S. Economyhttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201707262017-07-26T12:00:00.000Z2017-07-26T12:00:00.000ZWeekly Global Update for August 2, 2017Flash July Purchasing Managers’ Indices; 2Q’17 Electronic Supply Chain Growth (first estimate); 2Q’17 EMS/ODM Growth; N American June PCB Orders & Shipments; N American SEMI Equipment Industry Worldwide Billings increased 33% y/y in June 2017; Supply of 8-inch Silicon Wafers to Remain Tight through 1H’18; Chip Demand from Non-Apple Camp Slowing as Chip Suppliers Engaged In Apple's Supply Chain See Orders Pick Up In June; Smartphone Production Volume for 1H'17 Expanded by 7% y/y; India’s Smartphone Shipments Fall for First Time; Chinese Smartphone Shipments Fall 3% year on year; U.S. GDP Grows 2.6% in 2Q’17https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201708022017-08-02T12:00:00.000Z2017-08-02T12:00:00.000ZWeekly Global Update for August 9, 2017July PMI Leading Indicators; 2Q’17 Global Electronic Supply Chain Growth; U.S. June Electronic Supply Chain Shipments, Orders & Inventories; World Semiconductor Sales increased 23.7% y/y in 2Q’17; Significant Mid-Year Revision to 2017 IC Market Forecast; Taiwan Fabless Firms Expect Short Lead-time Orders to Buoy 4Q’17 Revenues; Worldwide Semiconductor Capital Spending Projected to Increase 10.2% y/y in 2017; Worldwide Smartphone Shipments Declined 1.3% y/y in 2Q’17; Global smartphone demand 347 million units in 2Q’17; Worldwide Tablet Shipments Declined 3.4% y/y to 37.9 million units in 2Q’17; Desktop Sales Expected to Resume Growth in 3Q’17 driven by Gaming and High-end Desktop Marketshttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201708092017-08-09T12:00:00.000Z2017-08-09T12:00:00.000ZWeekly Global Update for August 16, 2017China/Taiwan Update; World Passive Component 2Q’17 Growth; Second Quarter Global EMS & ODM performance; Printed Circuit Board Supply Chain 2Q’17 Results; Second Quarter Silicon Wafer Shipments at Record Levels; iPhone Supplier Sales Rising as New iPhone Production Gains Momentum; Reshoring to USA; Global Smartphone Production 324 Million Units in 2Q’17; Global memory Card Market to Grow at 0.45% CAGR; German Exports Declined the Most in Nearly 2 Yearshttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201708162017-08-16T12:00:00.000Z2017-08-16T12:00:00.000ZWeekly Global Update for August 23, 2017Updated 2Q’17 Global Supply Chain Growth Estimate; Europe Update; European Semiconductor Distribution Strong in 2Q’17; Worldwide Semiconductor Market Expected to Grow 17% to US$397 Billion in 2017 after increasing 1.1% in 2016; Semiconductor Content in Electronic Systems Forecast to Set New Record in 2017; Lockheed Martin - Reasons to Keep Your Printed Circuit Board Production in U.S. ; Apple's Smartwatch Shipments Expected to Rise to 4.5 Million Units in 4Q’17 & to 15 Million Total for 2017 https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201708232017-08-23T12:00:00.000Z2017-08-23T12:00:00.000ZWeekly Global Update for August 30, 2017August Flash PMI Leading Indicators; U.S. July Durable Goods; 4G Smartphone Demand in Emerging Markets Spurred Growth in 2Q’17; First-tier Notebook Vendors' Shipments Slowed in July; N American Semiconductor Equipment Industry billings up 32.8% in July; Mobile DRAM Revenue Grew 14.8% sequentially in 2Q’17 & will Keep Climbing in 3Q’17; Global NAND Flash Revenue Grew 8% Sequentially in 2Q’17; NAND Flash Prices to Keep Rising in 3Q’17; German Electronic Component Distributors Sales grew 12.2% in Q2’17; Worldwide Wearable Device Sales to Grow 17% in 2017https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201708302017-08-30T12:00:00.000Z2017-08-30T12:00:00.000ZWeekly Global Update for September 6, 2017August PMI Leading Indicators; 2Q’17 Revenue Growth – EMS/ODM Companies & Electronic Supply Chain; Japan Update; Semiconductor Capex to Increase 20% Y/Y to Record $80.9 Billion in 2017 with Majority Funding Foundry & Flash Memory Technology; N. American PCB shipments dropped 6.2% in July; Bookings increased 8%; Worldwide Smartphone Shipments to Grow from 1.47 billion in 2016 to 1.7 billion in 2021; Personal Computing Device Market to continue to decline @ -1.7% CAGR from 435 million units in 2016 to 398 million in 2021; Graphics Card Prices to rise reflecting Increasing Memory Costs; World Wearable Market Shipments Grew 10.3% y/y to 26.3 million units in 2Q’17; U.S. 2Q’17 GDP Growth revised up to 3%, highest in 2+ yearshttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201709062017-09-06T12:00:00.000Z2017-09-06T12:00:00.000ZEconomy Improves, Brexit LoomsAs industries worldwide awake from their post-crisis slumber, geopolitical concerns—especially Brexit—cast shadows on growth potential.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-kickham-201709122017-09-12T12:30:00.000Z2017-09-12T12:30:00.000ZWeekly Global Update for September 13, 2017Global PMI Leading Indicators; Global Semiconductor Sales up 24% y/y in July; U.S. Electronics Shipments, Orders & Inventories; Rapid Migration to Larger-sized Screens Enables Public Display Revenue to Grow; Worldwide Brand Motherboard Shipments to decline to 45 million units in 2017; Global DRAM Module Sales droping12% y/y to US$6.9 billion in 2016; Worldwide AR/VR Headset Shipments grew 25.5% y/y to 2.1 million in 2Q’17; Worldwide Hardcopy Peripherals Shipmentshttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201709132017-09-13T12:00:00.000Z2017-09-13T12:00:00.000ZWeekly Global Update for September 20, 2017Europe Update; Taiwan/China Update; Worldwide Semiconductor Equipment Billings up to record US$14.1 billion in 2Q’17; Fab Equipment Spending to Increase 37% y/y in 2017; Worldwide Server Shipments Grew 2.4% in 2Q’17; Worldwide Enterprise Storage Systems Factory Revenue; Wearable Device Shipments will increase 16.6% y/y in 2017; Global Tablet Shipments dropped 17.9% y/y to 33.39 million units in 2Q’17; Global Notebook Shipments grew 6.4% y/y to 38.2 million units in 2Q’17https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201709202017-09-20T12:00:00.000Z2017-09-20T12:00:00.000ZWeekly Global Update for September 27, 2017September “Flash” PMI Leading Indicators-Europe Surges; Japan Update; World PCB Production and Annual North American PCB Industry Reports; World’s Largest PCB Producers in 2016; South Korea's Electronics/PCB Industry Market Conditions; World Semiconductor Manufacturing Equipment Billings in 2Q’17; N American Semiconductor Equipment Manufacturers Billings up 27.7% in July; Samsung Raised Memory Prices 10-20% Reflecting Tight Supply; DRAM Supply to Remain Tight in 2018; Worldwide PC Monitor Markethttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201709272017-09-27T12:00:00.000Z2017-09-27T12:00:00.000ZWearable Technology Drives Demand for Smart SensorsSales of wearable devices to grow 17% this year, spurring demand for smart sensors in everything from consumer to industrial applications.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-kickham-201709282017-09-28T12:30:00.000Z2017-09-28T12:30:00.000ZWeekly Global Update for October 4, 2017N American PCB Order Growth Boosts Book/Bill Ratio; August U.S. Electronic Equipment Shipments &Orders at 64-month High; Worldwide Infrastructure as Service Public Cloud Market Grew 31% in 2016; LED Lighting Module Market Prospects; U.S. Auto Sales for September will increase due to Hurricane Damaged Cars; Auto Electronics as Share of Total Car Cost to Reach 50% by 2030; 2Q’17 GDP Growth Revised up to 3.1%https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201710042017-10-04T12:00:00.000Z2017-10-04T12:00:00.000ZWeekly Global Update for October 11, 2017September PMI Leading Indicators – Growth in All Major Regions; Monthly Semiconductor Sales Reach $35 Billion Globally for First Time in August; S. Korea Electronics Producers 2Q’17 Revenues up 22%; U.S. “Factory Orders” – Modest Growth in August; Global IT Spending to Reach $3.7 Trillion in 2018; NAND Flash Market to Regain Balance in 2018; Shortages of All-screen Displays to Continue into 2018; Metal Priceshttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201710112017-10-11T12:00:00.000Z2017-10-11T12:00:00.000ZWeekly Global Update for October 18, 2017Strong 3Q’17 Global Electronic Equipment Growth; China/Taiwan Update; Europe Update; Worldwide Semiconductor Revenue to increase 19.7% y/y to $411 Billion in 2017; IMF World Economic Outlook: 3.6% GDP Growth in 2017 & 3.7% in 2018; Worldwide PC Shipments down 3.6% in 3Q’17; Service Robots Sales for Professional Use up 12% in 2017https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201710162017-10-18T12:00:00.000Z2017-10-18T12:00:00.000ZWeekly Global Update for October 25, 2017Japan Update; N American SEMI Equipment Industry September 2017 Billings; IC Market Growth Rate Forecast Increased to 22% for 2017 due to 74% surge in DRAM Market and 44% Jump in NAND Flash Market; Worldwide Device Shipments will Increase 2% in 2018, Reaching Highest Year-Over-Year Growth since 2015; Global IC Testing & Packaging Industry to Grow 2.2% to US$51.73 Billion in 2017; Global Chip Testers & Packagers to grow 2.2% y/y to US$51.73 Billion in 2017; Wafer Shipments to Increase in 2017, 2018 and 2019; U.S. Industrial Production up 0.3% in September; Worldwide Gaming Notebook Shipments to reach 5.5 million units in 2017; Global OLED Smartphone Panel Shipments to Surpass LCD Ones in 2020.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201710252017-10-25T12:00:00.000Z2017-10-25T12:00:00.000ZWeekly Global Update for November 1, 20173Q’17 Global Electronic Supply Chain Growth; Third Quarter EMS & ODM Growth; September “Flash” PMI Leading Indicators; September U.S. Electronic Supply Chain Shipments, Orders & Inventories; Global AMOLED Panel Production Capacity to More than Quadruple Over Next 5 Years; MEMS Packaging Market; U.S. Economy Grew 3.0% in 3Q’17 on Inventories, Tradehttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201711012017-11-01T12:00:00.000Z2017-11-01T12:00:00.000ZEnd-of-Year Volatility Masks Industry GrowthLingering effects of the hurricane season present headwinds to short-term manufacturing growth, but long-term outlook still calls for modest improvement through 2020.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-kickham-201711022017-11-02T12:30:00.000Z2017-11-02T12:30:00.000ZWeekly Global Update for November 8, 20173Q’17 World Electronic Supply Chain Growth Update; October PMI Leading Indicators; Worldwide Semiconductors Sales up 22.2% in 3Q’17; September U.S. Electronic Supply Chain Shipments, Orders & Inventories; Global Smartphone Shipments up 2.7% y/y in 3Q’17; Smartphone Prices Increasing; Top 10 Trends in Information and Communication Technology for 2018; Optoelectronics, Sensors/Actuators and Discretes Semiconductor Growth Outlook; Vast Market for Smart Products; Electronic Supply Chain Seeing Double-ordering as Component Lead Times have Stretchedhttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201711082017-11-08T13:00:00.000Z2017-11-08T13:00:00.000ZWeekly Global Update for November 15, 2017Custer Presentations at Productronica; China/Taiwan Update; S. Korea 3Q’17 PCB Production up thanks to Apple; European Semiconductor Sales Increased 19% q/q to 2.16 Billion Euro in Q3’17; Automotive Electronic Systems Growth to be Strong Through 2021; Eurozone Set for Fastest Growth in a Decade; World Silicon Wafer Area Shipments Increased 9.8% in 3Q’17; Global MEMS Microphone Shipments will increase to 4.8 billion units in 2017 from 4.4 billion units in 2016; Nintendo to make 25-30 million Switch Game Consoles in 2018https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201711152017-11-15T13:00:00.000Z2017-11-15T13:00:00.000ZWeekly Global Update for November 22, 2017Productronica/SEMICON Europa Thoughts; Contract DRAM Prices Increased 5% in 3Q’17; Server DRAM Contract Prices to Rise 6-10% Sequentially in 4Q’17; European EMS Market Analysis 2017; Worldwide Device Shipments to Increase 2% Y/Y to over 2.35 Billion Units in 2018; U.S. Industrial Production Increased 0.9% in Octoberhttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201711222017-11-22T13:00:00.000Z2017-11-22T13:00:00.000ZWeekly Global Update for November 29, 2017U.S. Electronic Supply Chain – preliminary October Results; November “Flash” PMI Leading Indicators; 3Q’17 Sector Growth – Solar/Photovoltaic Suppliers & Component Distributors; N America-based SEMI Equipment Manufacturers World Billings up 23.7% y/y in October 2017; Global Mobile DRAM Average Prices to rise 10-15% sequentially in 4Q’17; Jin Hua Integrated Circuit Moving Equipment into DRAM Fab; Operation Expected to Begin 3Q’18; MLCC Supply Tight, especially NPO Models; Top 10 Semiconductor Suppliers for 2017; Global NAND Flash Revenue from Branded Manufacturers Increased 14.3% Sequentially in 3Q’17 due to Growing Demand for Smartphones and Servers; Worldwide Tablet Shipments expected to decline 10% y/y to 128 million units in 2018; Global Gaming Notebook Shipments expected to grow from 4.5 million units in 2016; Global Smartphone Shipments will grow 5% y/y in 2017 & another 4.8% in 2018 https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201711282017-11-29T13:30:00.000Z2017-11-29T13:30:00.000ZWeekly Global Update for December 6, 20173Q’17 Global Electronic Equipment Growth Update; Japan Update; November PMI Leading Indicators; Worldwide Semiconductor Market Forecast – WSTS Update; N American PCB Business Growth Continues; Global Smartphones Sales up 3% in 3Q’17; Worldwide Wearables Market grew 7.3% y/y to 26.3 million units in 3Q’17; Global Smartphone Shipments will grow at 3.0% CAGR from 1.5 billion units in 2017 to 1.7 billion units in 2021; Worldwide Switching & Router Revenues exceed $11 billion in 3Q’17https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201712062017-12-06T13:30:00.000Z2017-12-06T13:30:00.000ZWeekly Global Update for December 13, 2017China/Taiwan Update; Component Demand for iPhone X Weakening ; Global Semiconductor Sales up 21.9% in 2017; Industry Forecast Revised Upward; 3Q’17 Worldwide Semiconductor Equipment Record Quarterly Billings of $14.3 Billion; German Component Distribution Growth Continues in 3Q’17; Good Increases Projected in IC sales for Medical Electronics, Wearable Systems, Cellphones, Servers, and Gov/Mil Applications; 2017 a Record Year for Semiconductor Industry; Hon Hai Ranked 2nd-largest Global Smartphone Assembler in Q3; Worldwide Enterprise Storage Systems Factory Revenue Rose 14.0% y/y to $11.8 billion in 3Q’17; Ethernet Switch & Router Market Show Surprisingly Strong Growth in 3Q’17https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201712132017-12-13T14:30:00.000Z2017-12-13T14:30:00.000ZWeekly Global Update for December 20, 2017Europe Update; Flash December Purchasing Managers Indicators; World Server Revenue up 16% in 3Q’17; Oversupply and Price Drop in 1Q’18 NAND Flash Market; N America-based SEMI Equipment Billings; Japan SEMI & Flat Panel Display Equipment Shipments; U.S. November Industrial Production rose 0.2%; Global Data Positivehttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201712202017-12-20T14:00:00.000Z2017-12-20T14:00:00.000ZWeekly Global Update for December 27, 2017U.S. Made Electronic Equipment Demand Increasing; N American PCB Industry Growth Continues to Strengthen; Apple iPhone X Shipments Expected to Reach 30-35 Million Units in 4Q’17; DRAM Quarterly Sales Forecasted to Grow 74% y/y to Record $21.1 Billion; Worldwide Defense Spending will Increase 3.3% y/y to $1.67 Trillion in 2018; Top Notebook Vendors & ODMs had 3% y/y Growth in November; Wearable Device shipments will grow at 18.4% CAGR to 222.3 million Units in 2021; China's IC design industry revenue will grow 22% y/y in 2017; U.S. GDP expanded 3.2% in 3Q’17https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201712272017-12-27T14:00:00.000Z2017-12-27T14:00:00.000ZWeekly Global Update for January 03, 2018Rising Component Inventory Levels at Channels & High Handset Inventories at Smartphone Vendors; Top 10 Chip Foundry Company Revenues; 'Substrate-like PCB (SLP)” for Samsung Galaxy S9; Yageo Not Accepting New Orders for Thick Film Chip Resistors from Channel Operators due to Tight Capacity; NAND Flash Memory Demand to Increase 25 times if Level 4 Smart Car Penetration reaches 1% by 2020; Gold Price Rises as Doller Weakens; Global Branded Motherboard Shipments Expected to drop in 2018 from 43 Million Units in 2017; Global Tablet Shipments expected to have reached 37+ million units in 4Q’17; Top 10 PCB Manufacturers in Indiahttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201801032018-01-03T14:00:00.000Z2018-01-03T14:00:00.000ZWeekly Global Update for January 10, 2018U.S. Shipments, Orders & Inventories – November “Factory Orders”; Global & Country Specific Purchasing Managers Indices; Global Semiconductor Sales Increase 21.5% Y/Y in November; World Semiconductor Revenue grew 22.2% in 2017; Fabless Company IC Sales Exceed $100 Billion in 2017; Canon to Double Output of Chipmaking Equipment; Top 25 European EMS Providers; Huawei Shipped 153 Million Smartphones in 2017, up 10.1% from 2016https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201801102018-01-10T14:00:00.000Z2018-01-10T14:00:00.000ZWeekly Global Update for January 17, 2018Very Strong Finish to 2017; China/Taiwan Update; Europe Update, Global Economy to Edge Up 3.1% in 2018 but Future Potential Growth a Concern; Worldwide PC shipments declined 2% y/y in 4Q’17 and dropped 2.8% y/y in 2017 vs. 2016https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201801172018-01-17T14:00:00.000Z2018-01-17T14:00:00.000ZWeekly Global Update for January 24, 2018Global Automotive Electronics Production Value to Rise at 5.4% CAGR in 2018-2022; World Semiconductor Revenue to Grow 7.5% in 2018; World Fab Equipment Forecast; iPhone Supply Chain Braces for Low Order Visibility in 1Q’18; IT Infrastructure for Cloud to Total $46.5 billion in 2017; Global IT Spending to Reach $3.7 Trillion in 2018; Global Server Shipments to Grow 8.5% in 2018; U.S. Industrial Production up in December for Fourth Month.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201801242018-01-24T14:00:00.000Z2018-01-24T14:00:00.000ZWeekly Global Update for January 31, 20184Q’17 Global Electronic Supply Chain Growth; 4Q’17 EMS & ODM Growth; Japan Update; Flash January PMI Leading Indicators; December U.S. Electronic Equipment Shipments & Orders; N American PCB Shipments up 3.7% & Bookings up 33.9% y/y in December; EIPC Winter Conference Lyon 2018; N America-based SEMI Equipment Billings up 27.7% in December; Worldwide Robotics & Drones Spending Forecast to Increase 22.1% in 2018 https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201801312018-01-31T14:00:00.000Z2018-01-31T14:00:00.000ZWeekly Global Update for February 7, 2018The EIPC held its winter conference in Lyon, France. EIPC selected Alstom France to host their winter event. Walt Custer presented the keynote: “Business Outlook for the Global Electronics Industry, with Emphasis on Europe.” Walt’s charts (updated with recent data) are attached. The conference program is below.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201802072018-02-07T14:00:00.000Z2018-02-07T14:00:00.000ZWeekly Global Update for February 14, 2018 China/Taiwan Update; Global Electronic Supply Chain 1Q’17 Growth Update; Annual Semiconductor Sales Increased 21.6%, December 2017 up 22.5% vs. December 2016; Current Electronic Component Shortages to Last through End of 2018; China Smartphone Vendors Have Begun to Step-Up Component Purchases; Annual Silicon Volume Shipments Remain at Record Highs https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201802142018-02-14T14:00:00.000Z2018-02-14T14:00:00.000ZWeekly Global Update for February 21, 2018European Update; Global Electronic Supply Chain 4Q’17 Growth Update; European Semiconductor Distribution Market (DMASS) Concludes 2017 with All-time Record Sales; Global Smartphone Avg. Sales Price Record Growth in 4Q’17; MPU Market; ZTE Entered Japan's 5G Market with Low-cost Strategy; Global & U.S. Industrial Production Growthhttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201802212018-02-21T14:00:00.000Z2018-02-21T14:00:00.000ZWeekly Global Update for February 28, 2018Custer Consulting Group @ IPC APEX/Expo, San Diego February 27 to March 1; Flash February PMI Leading Indicators; Japan Update; Past High Growth Consumer Driven Markets have Flattened; Worldwide Smartphones Unit Sales Decline 5.6% y/y to 408 Million Units in 4Q’17; Global First-Tier Notebook Brand Vendors’ Combined Shipments Fell for Second Straight Month by 28% Sequentially in January, Although Volumes were up 11% Compared to Year Earlier; Top 10 Semiconductor R&D Spenders Increase Outlays 6% in 2017; DRAM Grew 76% in 2017 and will grow 30% in 2018https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201802282018-02-28T14:00:00.000Z2018-02-28T14:00:00.000ZWeekly Global Update for March 7, 2018February Purchasing Managers Indices; January U.S. Electronics Shipments, Orders & Inventories; World Semiconductor Market Expected Rise 9.5% y/y to $451 Billion in 2018; Global Wearables Market Grew 7.7% in 4Q’17 and 10.3% in 2017 as Apple Seizes Lead; Worldwide Server Revenue Increased 26.4% y/y to $20.7 billion in 4Q’17; World Personal Computing Device Market to Decline at -1.8% CAGR from 423 million devices in 2017; Passive Component Sales Up 16% in 4Q’17; PCB related Materials & Process Equipment – Strong 4Q’17 Growthhttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201803072018-03-07T14:00:00.000Z2018-03-07T14:00:00.000ZWeekly Global Update for January 4, 2017Is World's Factory ‘hollowing out' as Manufacturers pack up & leave China?; Apple Considering Manufacturing iPhones in Bengaluru from April 2017; Smartphones' Flexible AMOLED Panel Shipments to triple y/y to 150 million units in 2017; China Market: Component Order Visibility weak from some Smartphone Vendors for 1Q’17; China Smartphone Vendors cut Orders Shipping in 1Q’17; Global 3-D Printing Powder Market will increase from about $250 million in 2016 to over $5 billion in 2025.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201701042017-01-04T17:21:19.000Z2017-01-04T17:21:19.000ZWeekly Global Update for March 14, 2018China/Taiwan – Sharp February Sales Declines; World Semiconductor Sales up 22.7% y/y to $30.6 billion in January; U.S. January Electronic Supply Chain Shipments, Orders & Inventories; German Component Distribution Market grew 12% in 4Q’17; Orders Remain High; North American PCB Shipments up 9.8% y/y in January; India's PCB Industry – Naka’s Comments; Global Printed Circuit Board Monthly Shipments by Country; Worldwide Server Revenue up 25.7% y/y but Unit Shipments rose only 8.8% y/y; Flexible AMOLED Market more than Tripled to $12B in 2017; Mobile DRAM Revenues Grow Slower in 1Q’18 Due to Dampened Contract Prices Rise; World Ethernet Switch Market increased 3.2% y/y to $25.7 billion in 4Q’17; NAND Flash Revenue Rose Just 6.8% QoQ in 4Q’17, Traditional Off-Season Effects Will Continue to Influence Sales in 1Q’18https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201803142018-03-14T13:00:00.000Z2018-03-14T13:00:00.000ZWeekly Global Update for March 21, 20184Q’17 Electronic Equipment Growth – Updated; Growth of Electronic Supply Chain; IC Market Forecast Increased from 8% to 15%; Europe Update; Global Fab Equipment Spending Expected to Grow 9% y/y in 2018 & 5% y/y in 2019; U.S. and Global Industrial Production Growthhttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201803212018-03-21T13:00:00.000Z2018-03-21T13:00:00.000ZManufacturing Outlook: Best in 10 YearsEconomic conditions are coming together to create a solid outlook for the U.S. industrial and manufacturing sector this year, buoyed by a global economic rebound, falling U.S. dollar, and the passage of business-friendly tax reform here at home. In its first manufacturing outlook for 2018, the Manufacturers Alliance for Productivity and Innovation says it expects the best output performance from U.S. manufacturing in more than a decade – nearly doubling its three-year outlook from last November for a return to pre-recession levels.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-kickham-201803192018-03-19T13:00:00.000Z2018-03-19T13:00:00.000ZWeekly Global Update for March 28, 2018Growth Slows in Europe and Japan say “Flash” March PMI Leading Indicators; U.S. February Electronic Supply Chain Preliminary Shipments, Orders and Inventories; N American SEMI Equipment Industry Billings up 22.2% y/y to $2.37 billion in February 2018; Worldwide Wearable Devices Shipments will grow 15.1% y/y to 133 million units in 2018 and continue growing at 13.4% CAGR to 219 million units in 2022; Growth of Semiconductors, Units & Wafers; Worldwide Monitor Shipments grew 2.5% y/y to 31.7 million units in 4Q’17; Worldwide Brand Motherboard Shipments slipped 15% on year to less than 13 million units in 2017 due to a significant drop in demand from China. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201803282018-03-28T13:00:00.000Z2018-03-28T13:00:00.000ZWeekly Global Update for April 4, 2018Solar/Photovoltaic Growth Resumes; Recent World Forecasts and Economic Growth Rates; Japan Update; Global 5G Users will reach nearly 600 Million by 2023; Solid Growth for Connected Devices in Key Smart Home Categories; Global Semiconductor Revenues up 21.7% y/y to US$429 billion in 2017https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201804042018-04-04T13:00:00.000Z2018-04-04T13:00:00.000ZWeekly Global Update for April 11, 2018Slower Global Manufacturing Growth; February U.S. Electronic Supply Chain Shipments, Orders & Inventories; Worldwide Semiconductors Sales Increased 21% Y/Y to $36.8 Billion in February; North American PCB Industry Rebound Continues; U.S. and Global Growth Rates; Worldwide End-User Device Spending Set to Increase 7% in 2018; World Sales of SEMI Equipment Totaled $56.6 Billion in 2017; DRAM Supply Remains Tighthttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201804112018-04-11T13:00:00.000Z2018-04-11T13:00:00.000ZWeekly Global Update for April 25, 2018Japan Update; Taiwan IC Designers being asked to Defer Shipments of Mining Chips; D/A/CH (Germany/Austria/Switzerland) Region PCB Manufacturers' Sales Increased 6.2% y/y in February 2018; IC Foundries, and PC & Handset Manufacturers Gross Margins Expected to come under Downward Pressure in 2018 due to Rising Costs of Components & Materials; Global Semiconductor Revenues derived from Chip Usage in Electronic Equipment & Devices Increased 17% Y/Yhttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201804252018-04-25T13:00:00.000Z2018-04-25T13:00:00.000ZWeekly Global Update for April 18, 2018Europe Update; Taiwan/China Update; Top 50 EMS Providers Sales up 11.4% to $300 billion in 2017; Chip Demand from China Handset Firms Picking Up; Worldwide PC Shipments Declined 1.4% y/y to 61.7 million units in 1Q’18; Smartphone ODM and EMS Assembly Shipments decreased 13.8% y/y in 4Q’17 due to Weakening Market Demand; Samsung Electronics, Toshiba, Micron Technology & SK Hynix to expand NAND Flash Production Capacities in 2019; World Semiconductor Photomask Market surged 13% record $3.75 billion in 2017 & Forecast to exceed $4.0 billion in 2019; IT Infrastructure Spending for Cloud Deployment to Grow 10.9% to $52.3 billion in 2018; Global IT Spending to grow 6.2% y/y to $3.7 trillion in 2018https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201804182018-04-17T13:00:00.000Z2018-04-17T13:00:00.000ZWeekly Global Update for May 2, 2018First Quarter 2018 Global Electronic Supply Chain Growth; March U.S. Electronic Supply Chain Shipments, Orders & Inventories; Global Quarterly Smartphone Unit Demand down y/y but Revenue Growth Remained Strong; Component Orders for New iPhone will not pick up till mid-3Q'18; Component Shortage Update: Increasing Lead Times for Power MOSFETs; Global Semiconductor Materials Sales Increased 10% y/y to $46.9 billion in 2017; N American PCB shipments increased 10.4% y/y in March 2018 as PCB bookings grew 13.8% y/y with B/B ratio dropping 1.13; Worldwide Semiconductor Revenue Grew 21.6% y/y in 2017; N America-based Manufacturers of Semiconductor Equipment posted $2.42 billion in Billings Worldwide in March 2018; AMOLED panel shipment area expected to more than quadruple from 5.0 million Sq. M in 2017 to 22.4 million Sq. M by 2024; U.S. GDP Growth Slowed to +2.3% in 1Q'18https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201805022018-04-30T13:00:00.000Z2018-04-30T13:00:00.000ZWeekly Global Update for May 9, 2018Global Purchasing Manager Index Improves Slightly but Manufacturing Growth Varies by Country; First Quarter Global Electronic Supply Chain Growth (updated estimates); U.S. March “Factory Orders” Report; Global Semiconductor Sales Up 20% Year-to-Year in Q1; China & Taiwan PCB industries Investing for 5G Market; Top 10 Analog IC Suppliers in 2017; Memory Chip Market Set for Tumble as China Moves Inhttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201805092018-05-09T13:00:00.000Z2018-05-09T13:00:00.000ZWeekly Global Update for May 16, 2018China/Taiwan Update; European Semiconductor Distribution Market; 1Q’18 Global Electronic Supply Chain Growth Update; Global Server Shipments were 3.4 million units in 1Q18; Expected to rise 9% in 2Q18https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201805162018-05-16T13:00:00.000Z2018-05-16T13:00:00.000ZWeekly Global Update for May 23, 2018U.S. Historical Data Revisions; Global PC Shipments continuing Annual Fall of 3-5%; World Silicon Wafer Shipments Increased 7.9% in 1Q’18; DRAM Revenue in 1Q’18 rose 5.4% to Record High as ASP Increase Continued; Top-15 1Q’18 Semiconductor Suppliers; NAND Flash Price Rally May Be Short-lived; MOSFET Shortage Easing; Gaming & Business PC Demand Remaining Stable; U.S. Industrial Production up 0.7% in Aprilhttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201805232018-05-23T12:45:00.000Z2018-05-23T12:45:00.000ZWeekly Global Update for May 30, 2018“Flash” May Purchasing Manager Indices; Global Industrial Production Continues to Climb; World Electronic Supply Chain 1St Quarter Growth; Japan Update; U.S. April “Durable Goods” Report; Semi Capex Forecast to Exceed $100B for First Time in 2018; N America-based Semiconductor Equipment Manufacturers Worldwide Billings increased 26% y/y in April; Crypto Mining Craze Weakness Expected to Affect Profitability of Major Graphics Card Suppliers; Worldwide Semiconductor Revenue Forecast to Grow for Third Consecutive Year in 2018 to $450 billion, up 7.7% over 2017, after Strong y/y Growth of 24% in 2017; Global Mobile DRAM Revenue rose 5.3% QoQ against Seasonal Headwinds to new record high of US$8.435 billion in 1Q’18 on the Back of Rising Priceshttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201805302018-05-30T12:45:00.000Z2018-05-30T12:45:00.000Z5 Top Issues Affecting Global Supply ChainsBrexit, terrorism, political turmoil top list of supply chain disruptions buyers should be most concerned about – and prepared for – in the months ahead.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-kickham-201806072018-06-07T12:30:00.000Z2018-06-07T12:30:00.000ZWeekly Global Update for June 13, 2018China/Taiwan Update; U.S. April Shipments, Orders & Inventories; Global Semiconductor sales increased 20.2% y/y to $37.6 billion in April 2018, Double-Digit Annual Growth Projected for 2018; Worldwide Semiconductor Equipment Billings increased 59% y/y to Record $17.0 billion in 1Q18; Global Economy Cautiously Predicted to Expand by 3.1% in 2018; Copper Prices at 4-Year High; Apple Plans to Make 20% Fewer New Model iPhones This Year; Electric Car Sales Strong in China; Worldwide Ethernet Switch Market (Layer 2/3) revenue dropped 1.4% y/y to $6.29 billion in 1Q18; Wearable Device shipments grew 1.2% y/y to 25.1 million units in 1Q18 as Consumers Shift from Basic Wearables to Smarter Devices; Enterprise WLAN Market Grew 5.5% Y/Y in 1Q18https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201806132018-06-13T13:00:00.000Z2018-06-13T13:00:00.000ZWeekly Global Update for June 6, 2018Global Manufacturing Growth Slows but Still Positive; World Server Vendor Revenue increased 38.6% in 1Q’18; World Smartphone Sales Returned to Growth in 1Q’18; China calls for DRAM Price Drop for Second Time; Tablets and PCs Set for Modest 2.1% Decline in 2018 as Industry Finally Starts to Stabilize; Global NAND Flash Revenue Dropped by 3% QoQ in 1Q’18 Due to Seasonal Influence; Worldwide Notebook Computer Shipments fell 1.4% y/y to 37.27 million units in 1Q’18; N American PCB shipments grew 8.8% y/y in April 2018 and PCB bookings increased 2.9%; Second-tier IC foundries mulling 20-30% price hike for 8-inch capacity; Worldwide GPU Shipments fell 10.4% q/q but grew 3.4% y/y in 1Q’18; World Hardcopy Peripherals Shipments increased 1.7% y/y to nearly 23.8 million units in 1Q’18; U.S. 1Q’18 GDP Growth Revised down to 2.2%; May Unemployment Rate Drops to Record Lowhttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201806062018-06-06T13:00:00.000Z2018-06-06T13:00:00.000ZWeekly Global Update for June 20, 2018Europe Update; EIPC 50th Anniversary Meeting; Very Strong 1Q’18 World Server Revenue Growth; World Trade Organization Chief Warns of Global Downturn if Trade Dispute Escalates; ITEQ, TAIFLEX, Fulltech Fiber Glass Expanding Capacity; Industrial Internet & Connected Vehicles Drive IoT Sales through 2021; Wireless technologies to comprise 55% of connectivity IC shipments in 2018https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201806202018-06-20T13:00:00.000Z2018-06-20T13:00:00.000ZWeekly Global Update for June 27, 2018Business Outlook for Europe; June “Flash” Purchasing Managers Data; Top 10 Smartphone Suppliers in 2017; North American Semiconductor Equipment Industry Billings increased 19.2% y/y to $2.70 billion in May 2018; DACH region PCB Sales increased 8% y/y during first four months of 2018; German Component Distribution Sector Defies Challenges; U.S. Industrial Production down 0.1% in Mayhttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201806272018-06-27T13:00:00.000Z2018-06-27T13:00:00.000ZWeekly Global Update for July 5, 2018U.S. Shipments, Orders & Inventories – May Durable Goods Report; Japan Update; Component Shortages to Affect End Product pricing for next 2 years; German Component Distribution Sales Increased 7% y/y to 978 million euros in 1Q’18; China's PCB Industry Supply Chain Capitalizing on 5G Business Opportunities; South Korea has Highest Proportion of Robot Workers; World Notebook & ODM Shipments up due to Rising Orders from N America's Education Sector & Easing Passive Component Shortages; Global Semiconductor-grade Silicon Wafer Sales Forecast to rise over 20% in 2018; U.S. GDP Grew at 2% rate in 1Q18 instead of 2.2% Reported Last Monthhttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201807052018-07-05T13:00:00.000Z2018-07-05T13:00:00.000ZPositive Outlook PersistsA host of economic indicators point to strong but moderating economic growth, driven by demand for high tech products and solutions.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-kickham-201807092018-07-09T12:30:00.000Z2018-07-09T12:30:00.000ZWeekly Global Update for July 11, 2018June PMI leading Indicators (& China Electronics Exports to USA); U.S. June Shipments, Orders & Inventories of Domestically Manufactured Goods; Global Semiconductor Industry Revenue declined 3.4% y/y in 1Q18 to $115.8 billion; Global Semiconductor sales increased 21% y/y to $38.7 billion in May; North American PCB shipments increased 11.7% y/y in May 2018; N. American May Electronic Supply Chain Growth Summary; Doosan to Build Copper Foil Plant in Hungary.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201807112018-07-11T13:00:00.000Z2018-07-11T13:00:00.000ZWeekly Global Update for July 18, 20182018 & 2019 Global Supply Chain Forecasts; China/Taiwan Update; Europe Update; Worldwide New Semiconductor Manufacturing Equipment Sales Projected to Increase 10.8% y/y to $62.7 billion in 2018; Worldwide Personal Computer Shipments Grew for First Time in Six Years during 2Q’18; Global Industrial Automation Equipment Markethttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201807182018-07-18T14:00:00.000Z2018-07-18T14:00:00.000ZKeeping a Close Eye on TariffsUncertainty clouds the economic outlook under threat of escalating trade wars, industry watchers say.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-kickham-201807242018-07-24T12:30:00.000Z2018-07-24T12:30:00.000ZWeekly Global Update for July 25, 2018Global Electronic Systems Market will grow 5% y/y in 2018; DRAM Supercycle Ending; Currency Exchange Rates Shaken by Trade Spats; IMF still Expects Global Economy to Grow 3.9% this Year and in 2019; Recent Industrial Production Growth by Country; Component Inventories for iPhone X Remain at High Levels; Taiwan-listed PCB Makers Expect Significant Revenue Increases in 2H’18; Samsung to Launch Foldable-Screen Phone Early Next Yearhttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201807252018-07-25T13:00:00.000Z2018-07-25T13:00:00.000ZWeekly Global Update for August 1, 20182Q’18 Global Electronic Equipment Supply Chain Growth – First Estimate; July PMI “Flash” Leading Indicator Estimates; U.S. June Durable Goods Report; Japan Update; N. American Semiconductor Equipment Industry June 2018 billings up 8.1% y/y but down 8.1% sequentially from May; Park Electrochemical selling its Electronics Business to AGC (formerly Asahi Glass); DRAM Industry Likely to Face Oversupply in 2019; Graphics Card Sales Expected to Face Difficulties in 2H’18 due to Uncertainties in Crypto Mining Sector; U.S. GDP Growth up 4.1% in 2Q’18https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201808012018-08-01T13:00:00.000Z2018-08-01T13:00:00.000ZWeekly Global Update for August 8, 2018July PMI Indices show Slower Manufacturing Growth; 2Q’18 Global Electronic Supply Chain Growth; U.S. 2Q’18 Growth Remained Strong; World Semiconductors Sales up 20.4% in 2Q’18; Passive Component Sales rose 21% globally in 2Q’18 vs. 2Q’17; World Silicon Wafer Area Shipments rose 6.1% in 2Q’18; N. American PCB Industry Growth Trend Continues; Tablets Shipments dropped 13.5% to 33 million units in 2Q’18; Taiwanese Electronics Manufacturers Moving Production out of China and Looking South; U.S.-China Tariffs Threaten European Capital Goods Supply Chains; World Contract Manufacturing Services Market increased 10.8% in 2017https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201808082018-08-08T13:00:00.000Z2018-08-08T13:00:00.000ZWeekly Global Update for August 15, 2018July sales were just reported for Taiwan-listed electronics companies, many of which manufacture in China. • OEM sales in July 2018 were up 13.2% compared to July 2017 but had no change sequentially compared to June 2018 (Chart 1). The late summer/autumn “busy season” is under way.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201808152018-08-15T13:00:00.000Z2018-08-15T13:00:00.000ZTrade Woes Continue Despite Strong EconomyIndustrial economy maintains solid pace as trade wars, tariff concerns loom large. Business continues at a strong clip up and down the supply channel, despite growing concerns about the long-term effects of the Trump administration’s trade policies. A smattering of economic data released early this month underscored the positive state of the U.S. economy heading into the third quarter while also emphasizing the potential fallout from tariff-related activity that continues to heat up. The threat of rising costs and declining exports remain long-term concerns for manufacturing and supply chain-related businesses, even as they deal with the current busy climate and an increasing number of orders.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-kickham-201808202018-08-21T13:00:00.000Z2018-08-21T13:00:00.000ZWeekly Global Update for August 22, 2018Global Electronic Supply Chain 1Q’18 Growth Estimate; Worldwide Semiconductor Market expected to rise 15.7% in 2018 after 21.6% growth in 2017; Europe Update; CCL - PCB Laminate Market; DRAM Market Again Saw Record High Revenue in 2Q’18 but Prices Are Approaching Their Peaks; DRAM Weakness Price Trend in 4Q’18 after Price Growth of Nine Consecutive Quarters; Global NAND Flash Revenue Rose by 3.5% QoQ in 2Q’18; Global Server Shipments rise 9.6% in 2Q’18; Automotive Electronics: Driving The Semiconductor Markethttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201808222018-08-22T13:00:00.000Z2018-08-22T13:00:00.000ZWeekly Global Update for August 29, 2018August Flash PMI Leading Indicators; U.S. July Electronic Supply Chain Shipments, Orders & Inventories; N American Semiconductor Equipment Industry Posts July 2018 Billings; 5.7% Growth in European Semiconductor Distribution for 2Q’18; Shipments of 5G Smartphones will not pick up until 2021; Global Mobile DRAM Sales Hit New Quarterly High, but Momentum to Slacken in 2H18; Vehicle Power Distribution Market by Type; Worldwide Hardcopy Peripherals Market Shipments grew 0.9% y/y to over 23.5 million units in 2Q’18https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201808292018-08-29T13:00:00.000Z2018-08-29T13:00:00.000ZWeekly Global Update for September 5, 2018Japan Update; Total Semiconductor Capital Expenditures will increase 9% in 2018; Taiwanese Manufacturers in China Planning to Expand Production in Taiwan; IPC Releases N American PCB Industry Results for July 2018; Huawei Secured No. 2 Worldwide Smartphone Vendor Spot, Surpassing Apple in 2Q’18; Global Industrial Robots Sales Increased 29.3% in 2017; Electronic Component Manufacturing to take up 36% of Collaborative Robots to be used in Taiwan; Worldwide Large Format Printer Shipments up through the 1H’18; Worldwide Smartphone Shipments Expected to Decline 0.7% in 2018; PCB Makers Increasing Q3 Operations due to Apple’s New Models Launching and the Raw Materials Stocking Trend; Global Personal Computing Devices Market to Contract 3.9% in 2018 to slow in 2018https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201809052018-09-05T13:00:00.000Z2018-09-05T13:00:00.000ZWeekly Global Update for September 12, 2018August PMI Leading Indicators; U.S. July Electronic Supply Chain Shipments, Orders & Inventories; Global Semiconductor Sales Increase 17.4% in July; Memory Production Value Growth to Slow in 2019; Samsung, SK Hynix to Defer Expansion Plans; Worldwide Wearables Market Up 5.5% Due to Emerging Markets; Over 380,000 Industrial Robots Sold Globally in 2017; Worldwide Enterprise Storage Systems Revenue up 21.3% in 2Q’18; World Ethernet Switch Market Increased 4.8% in 2Q’18, Router Market Down 2.5%https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201809122018-09-12T13:00:00.000Z2018-09-12T13:00:00.000ZWeekly Global Update for September 19, 2018China/Taiwan Update; Europe Update; World Top PCB Makers by Revenue in 2017; World Enterprise WLAN Market Maintains Moderate Growth Momentum in 2Q’18; Worldwide Enterprise Storage Systems Market up 21.3% in 2Q’18; Global Smartphone AP Shipments Expected to Decline 0.8% y/y to 1.59 billion units in 2018; Global Smartphone AP Shipments Expected to Decline 0.8% y/y to 1.59 billion units in 2018; Strong Worldwide Security Appliance Growth Continues in Q2’18 with UTM Leading the Way https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201809192018-09-19T21:34:00.000Z2018-09-19T21:34:00.000ZWeekly Global Update for September 26, 2018Second Quarter Growth by Sector of Global Electronic Supply Chain; September Flash PMI; World Fab Forecast with Adjusted Semiconductor Revenue Consensus for Second-half 2018 and 2019; New iPhone Shipments to Reach 75-80 million Units in 2H’18; Global & U.S. Industrial Production, U.S. Consumer Confidence and Unemployment; New Fabs Invest Over $220 Billion; 2019 to Mark All-Time Spending High; Currency Exchange Rates; Global Spending on Cognitive & Artificial Intelligence Systems to Continue; N America-based Manufacturers of Semiconductor Equipment posted $2.24 billion in Billings Worldwide in August 2018https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201809262018-09-26T13:00:00.000Z2018-09-26T13:00:00.000ZWeekly Global Update for October, 3 2018U.S. Electronic Supply Chain August Shipments, Orders & Inventories; Tight Supply of Intel Processors unlikely to ease until 2H’19; DRAM Products May Experience Price Decline of 5% QoQ in 4Q’18 Due to Oversupply & Weak Demand; Graphics Card Manufacturing to move out of China to Avoid Tariffs; PCB Sector Sees Little Impact from US-China Tariff War; China 5G Market Unlikely to Grow in Scale until after 2022; World Spending on Cloud IT Infrastructure; China Forecasted to Account for 90% of Pure-Play Foundry Market Growth in 2018; MCU Market to Reach $20 billion in 2019; Worldwide Converged Systems Revenue Increased 9.9% Year over Year during 2Q’18 with Vendor Revenue Reaching $3.5 Billion; 3D NAND Accounts for over 60% of Global NAND Flash Bit Output; U.S. Consumer Confidence Continued to improve in Septemberhttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201810032018-10-03T13:00:00.000Z2018-10-03T13:00:00.000ZWeekly Global Update for October, 10 20182018 & 2019 World Electronic Supply Chain Growth; Global Semiconductor Sales Increase 14.9% in August; September Purchasing Managers Indices; U.S. August “Factory Orders” – Shipments, Orders & Inventories; N. American PCB Industry Growth Cycle Continues; Japan Update; For Semiconductor Sales Cycle; Winter is Coming; 5G Base Station Bringing Enormous Opportunity in the PCB Market; Global Smartphone Shipments Likely to be Capped below 1.5 billion units in 2019; Worldwide Smart Home Device Shipments to grow 31% y/y in 2018https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201810102018-10-10T13:00:00.000Z2018-10-10T13:00:00.000ZWeekly Global Update for October 17, 2018Taiwan/China Update; Europe Update; Global Foundry Industry to grow at 6% CAGR in next 5 years; Taiwan Server Makers Under Pressure to Speed up Move-out from China; Printed Circuit Board Industry Statistics, Trends & Analysis; Worldwide PC Shipments Experienced Flat Growth in 3Q’18https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201810172018-10-17T13:00:00.000Z2018-10-17T13:00:00.000ZWeekly Global Update for October 24, 2018Wafer Shipments Forecast to Set New Highs Through 2021; Taiwan Suppliers remain Cautious about Orders for new iPhones; Cautious Outlook for SEMI Equipment Sales; Taiwan IT Sales Grow Again, but Clouds hang over Bellwether; Foxlink Moving Production Lines from China to Myanmar & Taiwan to minimize impact of U.S. Tariffs & Rising Labor Costs; Global IT Spending to Grow 3.2% in 2019; U.S. Industrial Production up for 4th Straight Month in Septemberhttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201810242018-10-24T13:00:00.000Z2018-10-24T13:00:00.000ZIndustry Reaps Benefits of a High-Tech WorldElectronics sector stays strong as technology demand remains in high gear. The outlook for the electronics sector remains strong through the end of the year, helped in large part by continuing demand for better, faster technology-driven solutions in all aspects of business and consumer life. Some recent industry reports underscore the trend and point to growing demand for technology that drives the need for more components and solutions from suppliers up and down the electronics supply channel. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-kickham-201810292018-10-29T13:00:00.000Z2018-10-29T13:00:00.000ZWeekly Global Update for October 31, 2018Japan Update; U.S. September Electronic Supply Chain Shipments, Orders & Inventories; October “Flash” PMI Data; N America-based SEMI Equipment Manufacturers Billings Worldwide increased 1.8% y/y in September 2018; Trade War Squeezes China’s Machinery & Electronics Exporters; Intel Bucks Chip Industry Woes powered by PCs, iPhones; Global IT Spending to Grow 3.2% in 2019;Taiwan IC Chip Output Growth to Slow in 2019; N. American PCB Shipments Rose 9.6% y/y in September while PCB Bookings fell 3.9%https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201810312018-10-31T13:00:00.000Z2018-10-31T13:00:00.000ZWeekly Global Update for November 7, 2018October PMI Leading Indicators; 3Q’18 Global Electronic Equipment and EMS/ODM Growth (first estimate); Global Semiconductor Sales in September Up 13.8%; Asian Chip Share Rout Provides Strong Indication of Tough 2019; Tight supply of Notebook MLCCs to Ease; Commercial Manufacturing Robot Revenues Forecast to Grow from US$166 million in 2018 to US$22 billion by 2027; Global Smartphone Shipments declined 6% y/y to 355 million units in 3Q’18 as the Leading Vendor and the Largest Market Face Challenges; Global PCB Industry Achieved Estimated 13.9% Real Growth in 2017 - the Fastest Growth since Recovery Year of 2010; U.S. Third Quarter Electronic Supply Chain Growth https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201811072018-11-06T14:00:00.000Z2018-11-06T14:00:00.000ZWeekly Global Update for November 14, 2018European Semiconductor Distribution Sales up 6.3% in 3Q’18; 5G Network Infrastructure Revenue to Reach $26 Billion in 2022; Global Notebook Shipments to Rise 2.8% in 4Q’18; Global Tablet Shipments Increased 6.1% to 45 Units in 3Q18; DRAM ASPs to Fall up to 20% in 2019; October Contract Prices for NAND Flash Chips/Wafers Continued to Drop due to Weak Demand Outlook for End Markets; Third Quarter Silicon Wafer Shipments Increase to New Record; Smartphone Makers Expect Boost from Foldable Screenshttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201811142018-11-14T14:00:00.000Z2018-11-14T14:00:00.000ZWeekly Global Update for November 21, 2018Europe Update; Pegatron to Move Production from China Citing U.S. Trade War & Rising Labor Costs; Taiwan ODMs Relocating Notebook Production to Counter US-China Trade War; Intel to Reduce Processor Shipments to Distributors by up to Two Million Units in 4Q’18; CPU Shortages to Continue into 2Q’19; Top-15 Semiconductor Companies’ Sales Forecast to Rise 18% in 2018; Global DRAM Revenue Grew 9% q/q to Record in 3Q’18, but Profitability May Approach Its Peak; DRAM & NAND Flash Memory Prices will Continue Downward Trend for at Least Another Year; Taiwan Passive Component Makers Seeing Demand Slow Down; Taiwan MLCC Makers have Seen Significant Demand Slowdown; German Electronic Components Market to Rise 6% to Record EUR 22 Billion by End of 2018https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201811212018-11-21T14:00:00.000Z2018-11-21T14:00:00.000ZWeekly Global Update for November 28, 2018U.S. September Electronics Shipments, Orders & Inventories; Japan Update; “Flash” PMI Leading Indicators for November; Automotive Electronic System to Increase 7% in 2018 and 6.3% in 2019: highest growth rate in both years among End-use Applications; Apple Cuts iPhone Production Orders; Motherboard, Graphics Card Makers see Bleak Prospects for 1H’19; Total NAND Flash Revenue Rose by just 4.4% QoQ in 3Q’18 due to Below-Expected Demand Growth; N American SEMI Equipment Industry World Billings up 2% y/y to $2.06 in October 2018; German Component Distribution Orders Grew Faster than Sales, by 9.5% to 1.08 Billion Euros in 3Q’18https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201811282018-11-28T14:00:00.000Z2018-11-28T14:00:00.000ZWeekly Global Update for December 5, 2018Global Electronic Supply Chain – Still Growing but at Slower Pace; 5G Subscriptions to hit 1.5 billion by end 2024; Supply Chain Partners see Mixed Impacts from iPhone Order Cuts; Pure-play Foundry Market Low Visibility for 1H’19; Advanced IC Packaging Revenues to grow at 9.7% CAGR from $24 billion in 2017 to $38 billion in 2022; Global Smartphone Production grew 8% q/q to 380 million in 3Q’18; Samsung’s 2-year Capex Spending of $46.8 billion Nearly Matches Combined 2-year Capex Spending of $48.4 by Intel & TSMC; Wearables Forecast-Shipments of Smartwatches to Total 74 Million Units in 2019; U.S. GDP Grew at Unrevised 3.5% Pace in Third Quarterhttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201812052018-12-05T14:00:00.000Z2018-12-05T14:00:00.000ZAs Skills Gap Widen Firms Seek Automation CreativityA worsening labor outlook will send manufacturers in search of productivity-enhancing solutions and even higher-skilled workers—in 2019 and beyond.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-kickham-201812072018-12-07T14:00:00.000Z2018-12-07T14:00:00.000ZWeekly Global Update for December 12, 2018The World Semiconductor Trade Statistics (WSTS) has released its new semiconductor market forecast generated in November 2018. WSTS expects the world semiconductor market to grow in 2018 and 2019 to US$ 478 billion and US$ 490 billion respectively. For 2018, this represents growth of 15.9%. This reflects expected growth in all major categories, with an extraordinary growth from Memory at 33.2% followed by Discretes with 11.7% and Optoelectronics with 11.2%. In 2018, all geographical regions are expected to grow.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201812122018-12-12T14:00:00.000Z2018-12-12T14:00:00.000ZWeekly Global Update for December 19, 2018Taiwan/China Update; Europe Update; Worldwide Server Shipments Increased 18.3% y/y to 3.2 Million Units in 3Q’18 as Vendor Revenue Increased 37.7% y/y to $23.4 Billion; Notebook ODMs see Low Order Visibility for 1H19 Due to Intel CPU Shortages & US-China Trade War; World Enterprise WLAN Market Rose 6.9% y/y to $2.7 Billion in 3Q’18; World Ethernet Switch Market (Layer 2/3) Increased 8.1% y/y to $7.3 Billion in Revenue in 3Q’18; Worldwide Smartphone Shipments Expected to Drop 0.7% y/y to 1.42 Billion Units in 2018 and Then Grow at 1.4% CAGR to 1.57 Billion Units in 2022; Taiwan-Based Passive Component Companies' November Revenues Dropped Due to Disappointing Demand from the Handset & PC Segmentshttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201812192018-12-19T14:00:00.000Z2018-12-19T14:00:00.000ZWeekly Global Update for December 26, 2018USA Update; N American PCB Sales and Orders Decreased in November; Japan Update; S Korea Update; December Flash Leading Indicators; N American SEMI Equipment Manufacturers world billings down 5.3% in November; China’s PCB Market - Naka’s Comments; Rigid-flex PCB demand promising; China PCB firms may see 5G opportunities affected by trade war; World Smartphone ODM/EMS assembly shipment volumes dropped 4.4% y/y to 356 million units in 3Q18; Global Wearable device shipments to increase 8.5% y/y in 2018 and continue at 11% CAGR expansion to 190 million units in 2022; Handset Component Orders from China Decreasing; DRAM, NAND flash prices to fall rapidly in 2019; Pegatron seeking new production bases in Southeast Asia countries, including Indonesia & Vietnamhttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201812262018-12-26T14:00:00.000Z2018-12-26T14:00:00.000ZWeekly Global Update for January 2, 2019Semiconductor Market to enter New Growth Phase as early as September 2019; Chip Demand for 5G Base Station Equipment to emerge in 2019; 2018 Review & 2019 Outlook: Semiconductor Scene in East Asia; Telecom’s 5G Revolution Triggered Shakeup in Base Station Market; China Factory Jobs Dry Up as Trade Tensions hit Manufacturinghttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201901022019-01-02T14:00:00.000Z2019-01-02T14:00:00.000ZWeekly Global Update for January 9, 2019Global Semiconductor Sales Up 9.8% Y/Y in November; December PMI Leading Indicators; Vietnam PCB Industry; China to Impose Stricter Regulations on PCB Industry; Asia’s Manufacturing Wages; Worldwide Internet of Things (IoT) Spending Forecast to increase of 15.4% from $646 billion spent in 2018 to $745 billion in 2019; Datacenter Server Demand to see Sharp Growth after Sluggish 1H’19; Global Smartphone Shipments to exceed 1.5 billion units in 2020 & 1.7 billion units in 2023https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201901092019-01-09T14:00:00.000Z2019-01-09T14:00:00.000ZWeekly Global Update for January 16, 20194Q’18 World Electronic Equipment Sales – Slowing Growth; China/Taiwan Update; Worldwide Semiconductor Revenue grew 13.4% y/y to $476.7 billion in 2018, driven by Memory Market; DRAM Market to See Lower Capital Expenditure and Moderated Bit Output in 2019 due to Weak Demand; DRAM Market to See Lower Capital Expenditure and Moderated Bit Output in 2019 due to Weak Demand; Cloud IT Infrastructure Products (server, enterprise storage, and Ethernet switch) Revenues grew 47.2% y/y to $16.8 billion in 3Q18; Flash Memory Remains Primary Target for Capex Spending; Semis Hope for Soft Landing; Worldwide PC Shipments declined 4.3% in 4Q18 and 1.3% y/y to 259.4; 5G Smartphones Penetration Rate to Reach 0.4% in 2019; China Market Drives Essentially All Pure-Play Foundry Growth in 2018 million unitshttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201901162019-01-16T14:00:00.000Z2019-01-16T14:00:00.000ZWeekly Global Update for January 23, 2019Europe Update; AI, 5G to Boost Penetration of HDI PCBs in Notebooks; TSMC Weak Year Ahead; Global NAND Flash Memory Market to Remain in Oversupply in 2019; Worldwide Semiconductor’s Top 50 Suppliers Represented 89% of Total $514 billion Market in 2018; Chin-Poon Cautious about Automotive PCB Demand in 2019; Semiconductor M&A value was $23.2 billion in 2018, down from record $107.3 billion in 2015https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201901232019-01-23T14:00:00.000Z2019-01-23T14:00:00.000ZWeekly Global Update for January 30, 20194Q’18 Electronic Supply Chain Growth Slows; EMS & ODM Growth also Peaking; January “Flash” Purchasing Managers Indices; Japan Update; Weakening Global Expansion amid Growing Risks – IMF; China & Taiwan-based Contract Chipmakers Cutting Prices to Lure Orders; N American SEMI Equipment Industry Billings increased 8.5% y/y in December; Semiconductor Shipments were 1,068 billion units in 2018 & are forecast to increase 7% in 2019 with IC units rising 8%, O-S-D units growing 7%; Taiwan PCB Makers don’t expect significant growth in 2019 sales of automotive boards amid lackluster car sales worldwide, but they are expected to maintain stable shipments of high-end boards for ADAS; Copper-clad Laminates (CCL) Demand for 5G Communications Equipment to grow over fivefold in coming few years; Hitachi Chemical broke ground for copper foil substrate plant in Taiwanhttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201901302019-01-30T14:00:00.000Z2019-01-30T14:00:00.000ZWeekly Global Update for February 6, 20194Q’18 Global Electronic Supply Chain Growth; January PMI Leading Indicators; Worldwide Smartphone shipments dropped 4.9% y/y to 375.4 million units in 4Q18; China Smartphone Vendors still keen on Hardware Competition; Global Smartphone Production Volume forecast to drop 10% y/y to 307 million units in 1Q19; Huawei to adopt Substrate-like PCBs (SLP) in its Flagship Smartphone Series; World Silicon Wafer Area Shipments increased 8% y/y to 12,732 million square inches in 2018; North American PCB shipments increased 7.7% y/y in December 2018; Japanese PCB Industry Comments; Global IT spending is expected to increase 3.2% y/y in 2019; High-frequency Copper-clad Board is Scarce & Growth of 5G era can be expected.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201902062019-02-06T14:00:00.000Z2019-02-06T14:00:00.000ZWeekly Global Update for February 13, 20194Q’18 Global Supply Chain Performance; Global Semiconductor Sales increased 13.7% y/y in 2018; Apple Suppliers in Japan chop $900m off Profit Estimates; China’s Electronic Manufacturing Sector rose 13.1% in 2018; China IC Production Forecast to Show a Strong 15% 2018-2023 CAGR; Smartphone Shipments Poised to Fall for 3rd Straight Yearhttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201902132019-02-13T14:00:00.000Z2019-02-13T14:00:00.000ZWeekly Global Update for February 20, 2019Europe Update;Taiwan/China Update;Taiwan Foundry Houses see Poor Order Visibility for 2Q’19;Electronic Equipment, Semiconductors and SEMI Equipment – Historical Growth Comparisons; European Semiconductor Distribution grew 14.2% in 4Q’18; German Electronic Component Distribution Market Sales Grew 9.8% in 4Q’18 and Orders fell 4.2%; Global Notebook Shipments to fall 13% in 1Q’19; Worldwide AIO PC Shipments slipped in 2018 due to Intel CPU shortages and US-China Trade Tensions; U.S. Industrial Production fell 0.6% in Januaryhttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201902202019-02-20T14:00:00.000Z2019-02-20T14:00:00.000ZWeekly Global Update for February 27, 2019PMIs Point to Weaker Manufacturing Growth Ahead; Revised WSTS Forecast: Worldwide Semiconductor Market up 13.7% in 2018; Decline in 2019; Global Handset Market Entering 5G era in 2019; Global Smartphone Sales Stalled in 4Q’18; Smartphone Vendors see Increasing Profit Pressure; Global Smartphone Sales reached $522 billion in 2018; NAND Flash Manufacturers Suffer Revenue Loss of 16.8% in 4Q18, Dragged Down by Falling Prices; KLA Completed Acquisition of Orbotech; N America-based Manufacturers of SEMI Equipment Sales fell 20.8% in January 2019; Worldwide Hardcopy Peripherals Shipments Declined 4.8% y/y in 4Q18; India’s New Electronics Policy Targets $400 Billion Manufacturing Revenue By 2025https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201902272019-02-27T14:00:00.000Z2019-02-27T14:00:00.000ZWeekly Global Update for March 6, 2019Fourth Quarter 2018 Growth by Sector Update; February Purchasing Managers Indices; N American PCB Business Down While Book-to-Bill Ratio Strengthens; DRAM Revenues Drop in 4Q’18; Suppliers Declining in Profitability; Worldwide Enterprise WLAN Market grew 10.3% y/y in 4Q’18 & rose 7.1% for full year 2018; World Hardcopy Peripherals Shipments down 4.8% in 4Q’18; Worldwide Public Cloud Services Spending to increase 23.8% y/y in 2019 and continue to grow at 22.5% CAGR through 2022https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201903062019-03-06T14:00:00.000Z2019-03-06T14:00:00.000ZWeekly Global Update for March 13, 2019Electronic Industry Monthly Growth Rates; Taiwan/China Update; Global Semiconductor Sales Down 5.7% Year-to-Year in January; World Server Revenue increased 12.6% y/y in 4Q18; Memory-chip Demand to Start Improving in 2Q’19; Personal Computing Device Unit Shipments to Decline 3.3% in 2019 and continue to decline at -1.2% CAGR through 2023; World Smartphone Units to fall 0.8% y/y to 1.39 billion in 2019 and then grow to 1.54 billion in 2023; World Wearable Device Shipments grew 31.4% y/y to 59 million units in 4Q’18; World Ethernet Switch Revenue increased 12.7% y/y to $7.8 billion in 4Q’18; Taiwan Top-3 Foundries Combined Revenues fall 23.4% sequentially in 1Q’19; Total Semiconductor Market down 7% in 2019 due to 24% drop in Memory Markethttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201903132019-03-13T13:00:00.000Z2019-03-13T13:00:00.000ZWeekly Global Update for March 20, 2019Business Conditions: Growth of Global Electronic Supply Chain; U.S Update - January “Durable Goods” Report; Europe Update; World Artificial Intelligence Systems Spending will grow 11% in 2019https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201903202019-03-20T13:00:00.000Z2019-03-20T13:00:00.000ZWeekly Global Update for March 27, 2019March Flash PMI Leading Indicators Weaken; U.S. Shipments, Orders and Inventories; Worldwide Server Revenue Grew 17.8% in 4Q’18, Unit Shipments Increased 8.5%; COF Substrate Prices to rise 8-15% in 2Q’19, reflecting tight supplies; Global Foundry Production Revenue to decline 16% y/y in 1Q’19; Taiwan ODMs keep diversifying production to Southeast Asia due to continued US-China Trade Tensions; World Wearable Device Market Forecast to grow 15.3% by end of 2019; Foldable AMOLED Panel Shipments to Top 17 Million Units by 2021https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201903272019-03-27T13:00:00.000Z2019-03-27T13:00:00.000ZWeekly Global Update for April 3, 2019Japan Update; N. American PCB Shipments up 13.9% in February 2019, Bookings increased 10.7%; Global PCB Shipments Slowing and also Declining Seasonally; Global Semiconductor Market grew 13.7% in 2018; Global Passive Sales increased 25.2% y/y in dollars and 16.7% in units in CY18; PC Chip Demand to stay sluggish through 2Q19; Global SSD Shipments to surge 20-25% in 2019 from 200 million units in 2018; Apple’s New iPad demand expected to be Weak; N America-based SEMI equipment manufacturers billings dropped 23% y/y in February; Worldwide Smartphone ODM/EMS Assembly Shipment Volumes dropped 6.2% y/y in 4Q18; U.S. Companies Continue to Represent Largest Share of Fabless IC Saleshttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201904032019-04-03T13:00:00.000Z2019-04-03T13:00:00.000ZWeekly Global Update for April 17, 2019Recovering from Winter Downturn; China/Taiwan Update; Europe Update; U.S. “Factory Orders”; IMF cut Global Growth Outlook; 2018 Global Semiconductor Equipment Sales Jump to Record $64.5 Billion; World Semiconductor Revenue increased 12.5% y/y in 2018; World PC Shipments declined 4.6% y/y in 1Q19; Top-10 O-S-D Companies; IC Foundries 8-inch Fab Utilization Rates Increase Worldwide Gaming Device Shipments to increase 8.2% in 2019https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201904172019-04-17T13:00:00.000Z2019-04-17T13:00:00.000ZWeekly Global Update for April 24, 2019Flash April PMI Leading Indicators; 5G Handset Shipments to grow from 37 million in 2019 to 525 million in 2023; Taiwan-listed PCB Firms believe Demand has hit Bottom & will soon start to recover; World Semiconductor Photomask Market to grow 3% in 2019 from new high of $4.04 billion in 2018; NAND Flash Prices to fall less than 10% sequentially in 2Q19; Commercial Segment Provides a Bright Spot in the Traditional PC Market; World IT Spending projected to increase 1.1% y/y in 20; Canon Cut Profit Outlook as Phones Sap Camera Market; U.S. Industrial Production down 0.1% in March after increasing slightly in Februaryhttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201904242019-04-24T13:00:00.000Z2019-04-24T13:00:00.000ZWeekly Global Update for May 1, 20191Q’19 World Electronic Equipment Growth by Sector – First Estimate; Japan Update; U.S. Update; LCD Equipment & Materials Suppliers benefiting from aggressive capacity build-up in China; Worldwide Server Shipments will grow 3.9% in 2019; Texas Instruments says Slowdown in Chip Demand may Continue; Volatile DRAM and Flash Memory Cycles Weigh On IC Market Growthhttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201905012019-05-01T13:00:00.000Z2019-05-01T13:00:00.000ZWeekly Global Update for May 8, 2019First Quarter 2019 World Electronic Equipment Growth; PMI April Leading Indicators; U.S. Electronics March Shipments, Orders & Inventories; Global Semiconductor Sales dropped 13% y/y to $32.3 billion in 1Q’19; Silicon Wafer Area Shipments dropped 5.6% q/q in 1Q’19; N American PCB Shipments increased 19.1% y/y in March 2019 as bookings decreased; Taiwan Passive Components Makers Conservative about 2Q’19; Smartphone Shipment Volumes fell 6.6% y/y in 1Q’19; Global Server Shipments not expected to regain significant growth momentum until 3Q’19 or even the fourth quarter of 2019, but the cloud segment’s outlook remains robust; Global Tablet Shipments estimated to decline 8.9% q/q and 8.7% y/y in 2Q’19 after 37.15 million units in 1Q’19, down 12.9% q/q but up 13.8% y/yhttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201905082019-05-08T13:00:00.000Z2019-05-08T13:00:00.000ZWeekly Global Update for May 15, 2019Taiwan/China Update; Intel CPU Shortage for entry-level processors expected to ease in June; World Semiconductor Market Revenue will fall 7.4% y/y in 2019; Semiconductor Market to pick up in 2H’19 - SPIL Chairman; Top 10 Suppliers of Analog ICs sold 60% of world’s Analog sales in 2018; Global Smartphone Shipments dropped 6.3% y/y units in 1Q’19; Smartphone Vendors looking to adopt Substrate-like PCBs in high-end models; PC Hard Drive Shipments could fall 50% in 2019; China Semiconductor Self-sufficiencyhttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201905152019-05-15T13:00:00.000Z2019-05-15T13:00:00.000ZWeekly Global Update for May 22, 2019Europe Update; Revised U.S. Shipments, Orders and Inventory Data; Sector Growth Charts – EMS, Passive Components and Solar/Photovoltaic Suppliershttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201905222019-05-22T05:00:00.000Z2019-05-22T05:00:00.000ZWeekly Global Update for May 29, 2019May Flash PMI Leading Indicators; U.S. Durable Goods Report – April Shipments, Orders & Inventories; N American Semiconductor Equipment Industry Posts April 2019 Billings; Huawei’s American suppliershttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201905292019-05-29T05:00:00.000Z2019-05-29T05:00:00.000ZWeekly Global Update for June 13, 2019Recent Forecasts; Japan Comment; USA Comments; Global Semiconductor Sales decreased 14.6% y/y to $32.1 billion in April; World Semiconductor Market is expected to decline 12.1% y/y to US$412 billion in 2019 and then recover 5.4% in 2020; European Semiconductor Distribution (DMASS) Starts Solidly into 2019; Global Economic Growth to Weaken to 2.6% in 2019, Substantial Risks Seen; Communications IC segment almost doubled its share of the total IC market from 18.5% in 1998 to 36.4% in 2018; Worldwide Server Market revenue increased 4.4% y/y to $19.8 billion during 1Q19; Worldwide Enterprise Storage Systems market decreased 0.6% y/y to $13.4 billion and total capacity shipments were up 14.1% y/y to 114.2 exabytes in 1Q19https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-2019061332019-06-13T05:00:00.000Z2019-06-13T05:00:00.000ZBusiness Outlook: Global Electronics Industry (with Emphasis on Europe) The European Institute of Printed Circuits trade organization (EIPC) held its summer conference in Leoben, Austria last week. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201906192019-06-19T05:00:00.000Z2019-06-19T05:00:00.000ZWeekly Global Update for June 26, 2019PMI Flash Manufacturing Indicators; N America-based Manufacturers of SEMI Equipment world billings fell 23.6% y/y to in May; JPCA Show – Dr. Hayao Nakahara’s comments; Cloud IT Infrastructure Revenues Continue to Expand Despite Slow Down in Spending in 2019; U.S. companies’ held just over 50% of the total worldwide IC market in 2018 followed by S Korean companies with a 27% share; Notebook Vendors Stocking Extra Inventory in Wake of Trade War; Global LED chip Oversupply estimated at 15-18% in 2019 and will continue to be more than 10% in 2020; Passive Component Firms Slowing Down Capacity Expansionhttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201906262019-06-26T05:00:00.000Z2019-06-26T05:00:00.000ZWeekly Global Update for July 3, 2019US Update; Japan Update; N American May 2019 PCB Sales and Orders Continue to Grow but Book-to-bill Falls; Semiconductor Industry Capex Forecast to Slump in 2019 and 2020; European Component Distribution Defies Ailing Market; Semiconductor Inventory Piling Up; Worldwide Augmented Reality (AR) and Virtual Reality (VR) Headset Shipments grew 27.2% in 1Q’19; Global Smart Home Device shipments grew 37.3% in 1Q’19; https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201907032019-07-03T05:00:00.000Z2019-07-03T05:00:00.000ZWeekly Global Update for July 17, 2019Europe Update; Taiwan Wafer Foundry Sales Rebound in June; Global SEMI Equipment Sales to drop 18.4% in 2019 from 2018 Historic High; PCB Industry Optimistic about 2H’19, including 5G infrastructure & related equipment including base stations, and active card layout ; World PC Shipments Grew 1.5% y/y to 63 million units in 2Q19; DRAM Capex to Plunge 28% in 2019 after Huge Outlays in 2017-18; Global IT Spending to Grow 0.6% y/y to $3.74 trillion in 2019; 5G-enabled Handsets to reach nearly 800 million units in 2023, accounting for 51.4% of all smartphone shipments; Semiconductor Supply Chain needs at least 3 months to Digest Inventory; Notebook Clients less keen to build inventory in wake of US-China truce; Taiwan-based FCCL (flexible copper clad laminate) makers including Taiflex Scientific and Asia Electronic Material give conservative guidance for 2H19; DRAM chipmakers are still trapped by excess inventories, although inventory levels at their customers have already come down - Nanya Technology https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201907172019-07-17T05:00:00.000Z2019-07-17T05:00:00.000ZWeekly Global Update for July 24, 2019Global Electronic Equipment Growth Resuming?; China/Taiwan Update; Japan Update; Falling IC ASPs to cause Semiconductor Content to plunge this year after a record high of 31.1 percent last year; 5G Infrastructure Total Investment will be two to three times that of 4G, and the substrate material used will be 3 to 5 times that of 4G; Global Device shipments (PCs, tablets and mobile phones) will decline 3.3 percent y/y to a total 2.2 billion units in 2019https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201907242019-07-24T05:00:00.000Z2019-07-24T05:00:00.000ZWeekly Global Update for July 31, 20192Q19 Global Electronic Supply Chain Growth; Financial Charts That Tell a Story; July “flash” PMI Leading indicators; June U.S. Shipments, Orders & Inventories; Sluggish Global Growth Calls for Supportive Policies; NTI-20 Top Printed Circuit Manufacturers 2018; Worldwide Silicon Wafer Area shipments dropped 5.6% in 2Q19; Asian PCB Manufacturing – Dr. Nakahara’s comments; N America-based SEMI equipment manufacturers posted $2.01 billion in billings worldwide in June 2019https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201907312019-07-31T05:00:00.000Z2019-07-31T05:00:00.000ZWeekly Global Update for August 7, 20192Q’19 Global Electronic Supply Chain Growth by Sector; July PMI Leading Indicators, World Smartphones Shipments declined 2.3% y/y in 2Q’19 (Chart 13); Global Server Shipments increased 12.8% q/q in 3Q19; World Smartphone Sales Will Decline 2.5% y/y to 1.5 billion units in 2019; World Tablet Market shipments declined 5.0% y/y to 32.2 million units in 2Q19; Infineon CEO sees semiconductor recovery only in 2020; N. American PCB shipments in June 2019 were up 5.5%; Notebook Vendors gearing up to launch 5G models; Global 5G Phone Shipments to top 100 million units in 2020; Huawei Technologies revenue in 1H’19 rose to 401 billion yuan ($58 billion) from 326 billion a year ago; Mobile Communication Base Station equipment output has increased significantly, driving the growth of upstream PCBs; Second Quarter Revenue Growth –Global ODM & EMS, Passiveshttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201908072019-08-07T05:00:00.000Z2019-08-07T05:00:00.000ZWeekly Global Update for August 14, 2019Global Electronic Supply Chain Growth; U.S. vs. World Second Quarter Performance; World Semiconductors Sales declined 16.8% y/y in 2Q’19; Worldwide Smartphone Sales Will Decline 2.5% in 2019; Taiwan Printed Circuit Board Firms expect demand to contract sharply in 4Q’19; Passive Component Demand; Global Smartwatch Shipments Jump to 12 Million Units in Q2’19; Kingboard Laminates Holdings HY’19 Net Profithttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201908142019-08-14T05:00:00.000Z2019-08-14T05:00:00.000ZWeekly Global Update for August 21, 2019China/Taiwan Update; Europe Update; European Semiconductor Distribution Market declined 1% to 2.32 Billion Euro in Q2; Memory Firms Expect Explosive Growth from 5G starting 2020; First-tier Motherboard Makers to enjoy shipment growth in 2H’19; 2Q’19 DRAM Revenue Falls by 9.1% QoQ, with 3Q’19 Quotes Still Set to Fall; NAND Flash - Fall in Prices Offset Bit Shipment Growth, with 2Q’19 Revenues of NAND Flash Brands Trending Flat from 1Q’19; U.S. industrial production was down 0.2% in Julyhttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201908212019-08-21T05:00:00.000Z2019-08-21T05:00:00.000ZWeekly Global Update for August 28, 2019Flash August PMI Leading Indicators; Top-15 Semiconductor Suppliers’ Sales fell 18% in 1H’19; N America-based Manufacturers of SEMI Equipment posted $2.03 billion in billings worldwide in July; Worldwide 5G Network Infrastructure Revenue to Reach $4.2 Billion in 2020; PCB Makers expected to gain from enlarged mainboards for 5G smartphones; N American Robotics Orders expanded 7.2% from January to June; World Artificial Intelligence Systems spending will increase 44.0% y/y to nearly $35.8 Billion in 2019https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201908282019-08-28T05:00:00.000Z2019-08-28T05:00:00.000ZWeekly Global Update for September 18, 2019China/Taiwan Update; Europe Update; Broadcom says Chip Demand has hit Bottom, but Uncertain on Recovery Timing; U.S., China Tariffs could lower global GDP by 0.8% in 2020; Memory Capex forecast to be 43% of total Semi Industry Capital Spending in 2019, down from 49% in 2018; Taiwan ODMs relocating Notebook Production to counter US-China trade war; Personal computing device shipments, inclusive of traditional PCs and tablets, are expected to decline at a 2.4% CAGR to below 400 million in 2020; Wrist-Worn Wearables Maintain Strong Growth Trajectory in Q2 20; Global notebook PC production by the ODM/EMS industry increased 11.4% y/y to 39.7 million units in 2Q’19; Worldwide Enterprise External OEM Storage Systems market revenue declined 0.8% to $6.3 billion in 2Q’19https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201909182019-09-18T05:00:00.000Z2019-09-18T05:00:00.000ZWeekly Global Update for September 25, 2019Major Electronics Companies - 2Q’19 Performance; N American Semiconductor Equipment Industry August 2019 Billings; China’s PCB Industry Recovery, Naka’s Comments; OECD: Rising Trade Tensions & Policy Uncertainty further Weakening Global Growth; PCB Makers see Stronger Momentum from 5G Smartphones than Base Stations; IPC Report on N American PCB Industry Trends; PCB Shipment Prospects for new iPhones Uncertain till Early October; Branded SSD Module Makers by 2018 Market Share for Channel-Market SSDs; U.S. Industrial Production up 0.6% in August https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201909252019-09-25T05:00:00.000Z2019-09-25T05:00:00.000ZWeekly Global Update for October 2, 2019September “Flash” Purchasing Managers Data; August U.S. Electronics Shipments & Orders; Japan Update; PC Vendors Brace for Intel CPU shortages again; N American PCB Industry Returns to Positive Growth; Industrial Robots: Robot Investment Reaches Record $16.5 billion; Worldwide Devices (PCs, tablets and mobile phones) shipments will decline 3.7% to 2.155 billion units in 2019; World Converged Systems Market revenue increased 10.9% y/y to $3.9 billion 2Q’19; World Smart Home Device market expected to grow 23.5% y/y in 2019 to 815 million device shipments; Global AMOLED TV display revenue will expand to $7.5 billion in 2025, up from $2.9 billion in 2019 https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201910022019-10-02T05:00:00.000Z2019-10-02T05:00:00.000ZWeekly Global Update for October 9, 2019Purchasing Managers Indices – Leading Indicators by Country & Region; U.S. August “Factory Orders” – Electronics Related Shipments, Orders & Inventories; Global Semiconductor Sales Decreased 15.9% y/y in August 2019; WTO Lowers Trade Forecast as Tensions Unsettle Global Economy; N American PCB Industry Returns to Positive Growth; Japan PCB Industry - Naka’s Comments; Passive Components Market expected to see 5G-driven rebound in 2020; Total Wafer Shipments in 2019 expected to decline 6% from 2018 historic high; Notebook Brand Vendors Accelerating Production Relocation out of China; Global Gaming Desktops, Notebooks & Monitors Shipments expanded 16.5% in 2Q’19; Rigid-flex PCB Market Expansion driven by IoT and Automotive Applications; Global PC Monitor Volume declined 2.2% in 2Q’19https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201910092019-10-09T05:00:00.000Z2019-10-09T05:00:00.000ZWeekly Global Update for October 16, 2019Purchasing Managers Indices – Leading Indicators by Country & Region; U.S. August “Factory Orders” – Electronics Related Shipments, Orders & Inventories; Global Semiconductor Sales Decreased 15.9% y/y in August 2019; WTO Lowers Trade Forecast as Tensions Unsettle Global Economy; N American PCB Industry Returns to Positive Growth; Japan PCB Industry - Naka’s Comments; Passive Components Market expected to see 5G-driven rebound in 2020; Total Wafer Shipments in 2019 expected to decline 6% from 2018 historic high; Notebook Brand Vendors Accelerating Production Relocation out of China; Global Gaming Desktops, Notebooks & Monitors Shipments expanded 16.5% in 2Q’19; Rigid-flex PCB Market Expansion driven by IoT and Automotive Applications; Global PC Monitor Volume declined 2.2% in 2Q’19https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201910162019-10-16T05:00:00.000Z2019-10-16T05:00:00.000ZWeekly Global Update for October 23, 2019Europe Update; IMF: World Economy - Synchronized Slowdown, Precarious Outlook; EMS/ODM 3Q’19 Composite Revenue; USA and Canada to Lead Global Migration to 5G; Ericsson Earnings Top Forecast as 5G Takes Off; Apple Suppliers compared to Apple Hardware Growth; Computer Hardware for Artificial Intelligence; U.S. Industrial Production down 0.5% in September; Digital Camera Monthly Saleshttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201910232019-10-23T05:00:00.000Z2019-10-23T05:00:00.000ZWeekly Global Update for October 30, 2019World Market Situation from Semiconductor Industry Viewpoint; October “Flash” PMI Leading Indicators; German Automotive Industry & Suppliers in Crisis Mode; U.S. September “Durable Goods” Report; MLCC Demand Booming for 5G Networking, Industrial Applications; N American PCB Business Growth Continues; Ventec Electronics expects 5G Applications to be its Largest Revenue Growth Driver in 2020https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201910302019-10-30T05:00:00.000Z2019-10-30T05:00:00.000ZWeekly Global Update for November 6, 20193Q’19 World Electronic Equipment Growth; Global Semiconductor Sales Increase 3.4% Month-to-Month in September; October Purchasing Managers Indices; Asian PCB Comments - Dr. Hayao Nakahara; Global Wearable Device End-User Spending increase 27% y/y to $52 Billion in 2020; Worldwide Tablet Shipments grew 1.9% y/y in the 3Q19 to 37.6 million units; Global Server Shipments Picked Up; Worldwide Smartphone Shipments totaled 360 million units in 3Q’19, up 1.2% from 356 million 3Q’18; Worldwide SSD Unit Shipments rose to 57.9 million units in second quarter, up 9.7% from 52.8 million in 1Q’19https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201911062019-11-06T06:00:00.000Z2019-11-06T06:00:00.000ZWeekly Global Update for November 13, 2019U.S. September Factory Orders Report – Electronics Related Shipments, Orders and Inventories; Worldwide Smartphone Shipments Rose 0.8% Q3 (Chart 13); Global Smartwatch Shipments Increased to 14M Units in Q3 (Chart 14); 44.32M Tablets Shipped Worldwide in Q3’19https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201911132019-11-13T06:00:00.000Z2019-11-13T06:00:00.000ZWeekly Global Update for November 20, 2019An update on electronic component sales in China & Taiwan, why global electronic equipment sales improved in 3Q19, and a look at the drop in silicon wafer shipments by almost 10%.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201911202019-11-20T06:00:00.000Z2019-11-20T06:00:00.000ZWeekly Global Update for November 27, 2019Guest contributor Hans J. Friedrichkeit of PCB Network delves into LIDAR technology and its impact on multiple segments of the market, on behalf of our regular TTI contributor Walt Custer. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201911272019-11-27T06:00:00.000Z2019-11-27T06:00:00.000ZWeekly Global Update for December 4, 2019A report on what caused the decline in European semiconductor distribution throughout Q319, where November Flash PMI indicators improved, and where US electronic shipments, orders, and inventories fell in October of this year.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-2019120412019-12-04T06:00:00.000Z2019-12-04T06:00:00.000ZWeekly Global Update for December 11, 2019This weekly global update includes reporting on Q3's growth and decline and predictions for Q4. The smartphone market is slowing down and German component distributor sales took a dive. Walt D. Custer delves into these topics and more. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201912112019-12-11T06:00:00.000Z2019-12-11T06:00:00.000ZWeekly Global Update for December 25, 2019This weekly global update includes reporting on December's Flash PMI results from IHS Markit, Japan's JEITA compare Q319 compared to Q318 for domestically-product Japanese manufactured goods, and expert Dieter Weiss of in4ma details the latest trends from the European EMS Industry. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201912252019-12-25T06:00:00.000Z2019-12-25T06:00:00.000ZWeekly Global Update for April 10, 2019March PMI Purchasing Managers Indices; U.S. February Electronics Related Shipments, Orders & Inventories; World Semiconductors Sales decreased 7.3% y/y in February; Global Semiconductor Materials Sales Hit New High of $51.9 Billion in 2018; Top 50 EMS Company’s World Sales increased from $301 billion in 2017 to $333 billion in revenue in 2018; O-S-D Device Sales increased 9% to 9th consecutive record level of $82.4 billion in 2018; World Converged Systems revenue increased 14.8% y/y in 4Q18; World Public Cloud market revenue to grow 17.5% y/y to $214.3 billion in 2019; Global Smart Home Device market expected to grow 27% y/y in 2019; Worldwide PC Monitor shipments declined 2.1% y/y in 4Q18https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201904102019-04-10T13:00:00.000Z2019-04-10T13:00:00.000ZWeekly Global Update for January 8, 2020This weekly global update includes reporting on December's PMI and indicators, the decrease in semiconductor sales worldwide, as well as how passive components are expected to fare for the upcoming 5G demand. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202001092020-01-08T06:00:00.000Z2020-01-08T06:00:00.000ZWeekly Global Update for January 15, 2020This weekly global update includes the expected downturn of last winter season, with expected economic growth in 2020, December 2019 revenue from China and Taiwan, and more. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202001152020-01-15T06:00:00.000Z2020-01-15T06:00:00.000ZWeekly Global Update for January 22, 2020This weekly global update covers 2019's modest PC growth after years on the decline, a revenue dip for semiconductors in 2019, declined spending for IT infrastructure for cloud environments, and more. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202001222020-01-22T06:00:00.000Z2020-01-22T06:00:00.000ZTechnology Drives Opportunity in 2018As the technology revolution continues, Artificial Intelligence (AI) and the Internet of Things (IoT) top the list of technologies that are transforming the business and consumer landscape. The electronic components industry remains at the heart of that transformation, developing the products and solutions that are increasingly in demand in both sectors...https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-kickham-201802082018-02-08T14:00:00.000Z2018-02-08T14:00:00.000ZWeekly Global Update for January 29, 2020This weekly global update covers end-of-January PMI data, the IMF makes a revision to its projections for both 2020 and 2021, Gartner reports a projected increase in PC, tablet, mobile shipments, for 2020 and more. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-20201292020-01-29T06:00:00.000Z2020-01-29T06:00:00.000ZWeekly Global Update for February 5, 2020This weekly global update includes the U.S. Department of Commerce report on December's Durable Goods, Japan's electronics production in November, North American PCB sales and more. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-20202052020-02-05T06:00:00.000Z2020-02-05T06:00:00.000ZWeekly Global Update for February 12, 2020This weekly global update includes pre-Coronavirus projections (which will be updated accordingly in a future post), revenue growth for electronic equipment globally in 2019 fourth quarter, world semiconductor sales and silicon shipments both decreased, causing billions in losses, and more. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-20202122020-02-12T06:00:00.000Z2020-02-12T06:00:00.000ZWeekly Global Update for February 26, 2020This weekly global update covers the impact of COVID-19 coronavirus on notebook PC components. Custer covers supply chain growth and regional updates.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202002262020-02-26T14:00:00.000Z2020-02-26T14:00:00.000ZCoronavirus Impacts PCB, Smartphone Supply Chains | Weekly Global Update for Feb. 19, 2020This weekly global update covers the developments of Coronavirus (COVID-19) and its impacts on the Asia and global supply chain. Custer covers regional updates and impacts to the smartphone supply chain. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202002192020-02-19T17:50:00.000Z2020-02-19T17:50:00.000ZGlobal Manufacturing, Coronavirus & the Outlook for Q1 | Weekly Global Update for March 4, 2020This weekly global update delves into the expected decline in shipments of global servers and a decline in the smartphone market, both due to Coronavirus. Also covered in this article: the market's first quarter of 2020. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202003042020-03-04T14:00:00.000Z2020-03-04T14:00:00.000ZCOVID-19 Impacts Continue; Sales, Shipments Down in January | Weekly Update for March 11, 2020This Global Weekly Update covers evolving COVID-19 impacts, January electronic supply chain reports, and updates on the semiconductor and smartphone markets. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202003112020-03-11T13:00:00.000Z2020-03-11T13:00:00.000ZCoronavirus Impacts 2020 Market Growth | Weekly Global Update for March 18, 2020The market impact due to Coronavirus is still prevalent. Custer takes us through the highs and lows in this Global Weekly Update. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202003182020-03-18T05:00:00.000Z2020-03-18T05:00:00.000ZWorld Markets Mixed; Euro, Pound See Brexit Impact | Weekly Global Update for March 25, 2020A look at the post-Brexit European market, expert analysis on the PCB market, and Gartner's report on server sales & shipments; all of this in the Weekly Global Update. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202003252020-03-25T05:00:00.000Z2020-03-25T05:00:00.000ZThe Human and Economic Costs of COVID-19 | Weekly Global Update for April 1, 2020In this Weekly Global Update, we look at the European market post-Brexit, an evaluation on the PCB market stands, and how semiconductor supply chains are operating in U.S., Europe https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202004012020-04-01T05:00:00.000Z2020-04-01T05:00:00.000ZFebruary Shipments and Inventories, March PMI Data Released | Weekly Global Update for April 8, 2020Global semiconductor sales were down in February, cloud spending increased in the last quarter of 2019, and mobile market is expected to see an incline next year after a projected decline this year. All this and more in the Weekly Global Update. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202004082020-04-08T05:00:00.000Z2020-04-08T05:00:00.000ZElectronics Industry Forecasts Revised Amid COVID-19 Impacts | Weekly Global Update for April 15, 2020The Asian market saw some recovery, semiconductor sales expected to decline and a statement from International Monetary Fund (IMF) Managing Director Kristalina Georgieva, all in this Weekly Global Update. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202004152020-04-15T05:00:00.000Z2020-04-15T05:00:00.000ZPandemic Uncertainty Impacts Industry Forecasts | Weekly Global Update for April 22, 2020Revenue for semiconductors and related materials saw a decline last year, the International Monetary Fund updates its 2020-2021 GDP forecast, and Dr. Nakahara give his report on the PCB market in Taiwan and China. All this and more in the Weekly Global Update. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202004222020-04-22T05:00:00.000Z2020-04-22T05:00:00.000ZMarch Electronics Shipments Show Mixed Results | Weekly Global Update for April 29, 2020Custer reports on April's PMI in the US, West Europe and Japan, a decline in North America's equipment billings in both March and February, plus a report of durable goods in the U.S. (shipments orders, and inventories),; this and more, covered in the Weekly Global Update. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202004292020-04-29T05:00:00.000Z2020-04-29T05:00:00.000ZSuccess of Chiplets Revives “Moore’s Law” | Weekly Global Update for May 6, 2020PMI data for the month of April has been released, reporting on revenue for precious metals (gold, tin, copper and silver) in Q1, as well as Q1 oil prices, and a recollection of Moore's Law as chiplets are projected to generate millions in revenue over the next four years. This and more in the Weekly Global Update. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202005062020-05-06T05:00:00.000Z2020-05-06T05:00:00.000ZChina Recovers from February Manufacturing Plunge | Weekly Global Update for May 13, 2020Globally, PMIs saw a decline in all major countries, plus early signs of electronic equipment declining further among the release of Q1'20 data and the U.S. economy weakens along with the electronic supply chain. This and more in the weekly global update. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202005132020-05-13T05:00:00.000Z2020-05-13T05:00:00.000ZComponents, Electronics Industries Continue to See Coronavirus Effects | Weekly Global Update for May 20, 2020Reporting on the struggling economy in Europe for the month of march, Japan's PMI and its steep decline in April, and a U.S. manufacturing update with revised figures from 1992 to present. This and more in the Weekly Global Update. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202005202020-05-20T05:00:00.000Z2020-05-20T05:00:00.000ZSome Potential Positive Signs in the Economy | Weekly Global Update for May 28, 2020A possible turning point in PMI, a report on global supply chain progress, and a drop in Germany's distribution market. This and more in the Weekly Global Update. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202005272020-05-27T05:00:00.000Z2020-05-27T05:00:00.000ZGrowth Expected in Servers, Wearable Devices | Weekly Global Update for June 3, 20205G phones will make up more than 10% of shipments in 2020, an update on Q120 economic growth for supply chains, and April saw an increase in PCB sales. This and more in the Weekly Global Update. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202006032020-06-03T05:00:00.000Z2020-06-03T05:00:00.000ZChallenging 2H 2020 Ahead for Electronics Industry | Weekly Global Update for June 10, 2020The U.S. Department of Commerce published its report on shipments, orders and inventories for April, WLAN market segments rose over 2 percent, and smartphone shipments are expected to drop almost 12% this year. This and more in the Weekly Global Update. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202006102020-06-10T05:00:00.000Z2020-06-10T05:00:00.000ZChina Sees Beginnings of Recovery; Difficulties Remain Elsewhere | Weekly Global Update for June 17, 2020As China sees signs of progress in the industry, neighboring Taiwan is has yet to see the same economic incline. Additionally server revenue declined globally. However, spending for semiconductors is forecast to increase this year compared to 2019. This and more in the Weekly Global Update. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202006172020-06-17T05:00:00.000Z2020-06-17T05:00:00.000ZSearching for Growth in 2H 2020 and Beyond | Weekly Global Update for June 24, 2020Integrated circuits in automotive are expected to grow through 2024, as they have since 1998, CMOS image sensor revenue continue to skyrocket and Custer's take on the semiconductor industry vs. the global pandemic. This and more in the Weekly Global Update. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202006242020-06-24T05:00:00.000Z2020-06-24T05:00:00.000ZMore Positive Signs, but Recovery Timeline Still Uncertain | Weekly Global Update for July 1, 2020A PMI update showing a possible rebound, the latest on world and U.S. economic growth, and a look at why the top 10 semiconductor suppliers have beat the odds in the market. This and more in the Weekly Global Update. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202007012020-07-01T05:00:00.000Z2020-07-01T05:00:00.000ZRecovery Mixed as Impact of Coronavirus Continues in Electronics Industry | Weekly Global Update for July 8, 2020June PMI information was released, semiconductor sales saw a year-over-year increase in May and the effects of the pandemic are seen in the May Factory Orders report. This and more in the Weekly Global Update.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202007082020-07-08T05:00:00.000Z2020-07-08T05:00:00.000ZGood News in the Computing, PCB Markets | Weekly Global Update for July 15, 2020PC and tablet shipments saw a rebound last season, Taiwan and China are seeing signs of growth and Dr. Nakahara shares his list on the top 25 global PCB companies. This and more in the Weekly Global Update. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202007152020-07-15T05:00:00.000Z2020-07-15T05:00:00.000ZChanges on the Horizon for IT Spending, Tech Manufacturing | Weekly Global Update for July 22, 2020European electronics saw a mix of results in the electronic supply chain in May, gold reaches a 9-year high in price, and business is improving in Germany's electronic industry. This and more in the Weekly Global Update. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202007222020-07-22T05:00:00.000Z2020-07-22T05:00:00.000Z200 Million 5G Smartphones Expected to Arrive in 2020 | Weekly Global Update for July 29, 2020A look at Walt D. Custer's take on the second half of 2020 in electronic manufacturing, an update on Europe's PCB market, and cloud services are expected to grow into the rest of the year. This and more in the Weekly Global Update. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202007292020-07-29T05:00:00.000Z2020-07-29T05:00:00.000ZSome Signs of Growth in the Industry | Weekly Global Update for August 5, 2020Gartner just published its prediction on 5G network infrastructure spending, the market for cloud services is expected to grow in 2020, and metal prices are seeing an upward trend. This and more in the Weekly Global Update. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202008052020-08-05T05:00:00.000Z2020-08-05T05:00:00.000ZPMIs Rebound Amid New Predictions of Growth | Weekly Global Update for August 12, 2020Semiconductors jumped in sales in 2020 over the last year, there was an update in Q2 for the supply chain market, and AI is expected to rise 12.3% by the end of 2020. This and more in the Weekly Global Update. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202008122020-08-12T05:00:00.000Z2020-08-12T05:00:00.000ZMore Signs of Growth in International Markets | Weekly Global Update for August 19, 2020An update on China, Taiwan and Europe's respective PMI, a look at how IaaS (Intrastructure as a Service) increased last year, and the top 10 semiconductor suppliers saw a collective increase in 1H20. This and more in the Weekly Global Update. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202008192020-08-19T05:00:00.000Z2020-08-19T05:00:00.000ZA Cautious Look Ahead for 2H 2020 | Weekly Global Update for August 26, 2020Data for August PMI has been released, semiconductors are outperforming most industries while simultaneously seeing a distribution decline in Europe, and public cloud services grew substantially in 2019. This and more in the Weekly Global Update. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-082720202020-08-26T05:00:00.000Z2020-08-26T05:00:00.000ZAll Eyes on 5G to Drive a Smartphone Market Recovery | Weekly Global Update for Sept. 2, 2020The U.S. Smartphone shipments are set to grow in 2021, North American shipments went up 10% year-over-year in July while German distribution companies saw a decline in sales due to the Coronavirus pandemic. This and more in the Weekly Global Update. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202009022020-09-02T05:00:00.000Z2020-09-02T05:00:00.000ZManufacturing Continues to Gain Strength | Weekly Global Update for Sept. 9, 2020August's PMI is showing signs of improvement, U.S. data shows an increase of orders and shipments in manufacturing, and semiconductor sales increased year-over-year last month, globally. This and more in the Weekly Global Update.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202009092020-09-09T05:00:00.000Z2020-09-09T05:00:00.000ZManufacturing Expands in Taiwan, China | Weekly Global Update for Sept. 16, 2020A look at the market in China/Taiwan, the improvement of world electronics sales and more, in the Weekly Global Update. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202009162020-09-16T16:25:00.000Z2020-09-16T16:25:00.000ZSlow, but Steady: Manufacturing Growth Continues | Weekly Global Update for Sept. 23, 2020This August, semiconductor billings increased 32.5%, military revenues by country and supplier are available and sanctions may disrupt NOR flash supply. This and more in the Weekly Global Update. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202009232020-09-23T05:00:00.000Z2020-09-23T05:00:00.000ZA Q3 Upturn in the Electronics Supply Chain | Weekly Global Update for Sept. 30, 2020Exploring a likely upturn in Q3, September PMIs, the new report on U.S. electronic supply chain orders and more. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202009302020-09-30T05:00:00.000Z2020-09-30T05:00:00.000ZAfter a Rough 2020, European Business Conditions are ImprovingData and other performance indicators of the European electronics supply chain. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202010072020-10-07T05:00:00.000Z2020-10-07T05:00:00.000ZSigns of Strength in Global Manufacturing, Markets | Weekly Global Update for Oct. 14, 2020A look at rising PMIs, the market in China and Taiwan, a decline in North American PCB sales and more in the Weekly Global Update. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202010142020-10-14T16:50:00.000Z2020-10-14T16:50:00.000ZStrong Computing Growth, but IC Component Supply Tightens | Weekly Global Update for Oct. 21, 2020The International Monetary Fund published projections for 2020 and 2021, Europe’s manufacturing update and more in the Weekly Global Update.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202010212020-10-21T05:00:00.000Z2020-10-21T05:00:00.000ZFuture Recovery Hinges on COVID Activity | Weekly Global Update for October 28, 2020Electronic equipment grew globally in Q3'20, October PMI was published, and IT expected to rise 2021; this and more in the Weekly Global Update.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202010282020-10-28T05:00:00.000Z2020-10-28T05:00:00.000ZCould the Downturn Have Bottomed Out in Q3? | Weekly Global Update for Nov. 4, 2020In Q3, growth was seen in PCB materials and equipment, passive sales increased 15% YoY and smartphones hit 348 million. This and more in the Weekly Global Update. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202011042020-11-04T06:00:00.000Z2020-11-04T06:00:00.000ZGrowth in PMIs; Sales Improved in Q3 | Weekly Global Update for Nov. 11, 2020Global semiconductor sales increased in Q3, September's shipments, orders and inventories have been published and PCB sales are up in North America. This and more in the Weekly Global Update. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202011112020-11-11T06:00:00.000Z2020-11-11T06:00:00.000ZStrong Manufacturing Data from Europe | Weekly Global Update for November 18, 2020An update on Europe's PMI, Taiwan and China's manufacturing status, and a look at the semiconductor sales slowdown in Europe. This and more in the Weekly Global Update. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202011182020-11-18T06:00:00.000Z2020-11-18T06:00:00.000ZCOVID Impacts Continue in European Market | Weekly Global Update for Nov. 25, 2020The European semiconductor market went down in Q3, North America posted semiconductor billings for October and global DRAM revenue increase in Q2. This and more in the Weekly Global Update. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202011252020-11-25T06:00:00.000Z2020-11-25T06:00:00.000ZStrong Demand for PCs, Smartphones Continues | Weekly Global Update for Dec. 9, 2020Semiconductor sales are expected to increase globally, smartphone production is up globally and computer shipments grew YoY in Q4. This and more in the Weekly Global Update. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202012092020-12-09T06:00:00.000Z2020-12-09T06:00:00.000ZForecasts Expect Ongoing Recovery in Q1 2021 | Weekly Global Update for Dec. 16, 2020A look at third quarter supply chain growth, server markets grew worldwide and DRAM prices expected to recover Q1'21. This and more in the Weekly Global Update. https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202012162020-12-16T20:30:00.000Z2020-12-16T20:30:00.000ZU.S. Industrial Production Rose in October | Weekly Global Update for December 23, 2020Semiconductors equipment sales projected to grow and register a new industry record, U.S Industrial production climbs up slightly in November. This and more on the Weekly Global Updatehttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202012232020-12-23T17:26:00.000Z2020-12-23T17:26:00.000ZWeekly Global Update for December 30, 2020This weekly global update covers supply chain growth and performance, Japanese Domestic Electronics Production, and more.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-202012302020-12-30T15:02:00.000Z2020-12-30T15:02:00.000ZChip Shortages, Tight Capacity Impacting Auto Manufacturing | Weekly News Roundup for Jan. 13, 2021Impacts of Lixing fab power outage detailed; trends to watch at CES 2021; DRAM and NAND controller prices to rise in 2021; and more of the week’s technology headlines.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202101132021-01-13T21:25:00.000Z2021-01-13T21:25:00.000ZRapid Growth Coming in Private Industrial Wireless, 5G Infrastructure | Weekly News Roundup for January 20, 2021This week’s headlines: private industrial network infrastructure is on track for rapid growth; component shortages continue to hit the automotive industry; Intel is outsourcing more chip manufacturing – and more electronics industry news.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202101202021-01-20T21:27:00.000Z2021-01-20T21:27:00.000ZPassives Orders Strong Leading Into Lunar New Year | Weekly News Roundup for January 27, 2021This week: OEMs are building passives inventories before the holiday; Mini LED demand spikes after CES; global IT spend forecast to grow in 2021; and other electronics news headlines.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202101272021-01-27T20:42:00.000Z2021-01-27T20:42:00.000ZWeekly Global Update for June 5, 2019First Quarter Global Electronic Supply Chain Growth; 1Q’19 Passive Components Growth Slowdown & Inventory Buildup; First Quarter PCB Process Equipment, Materials and CCL Laminate Growth; DRAM Quotes Continue to fall in 2Q, Further Compressing Suppliers' Profits; N. American PCB Shipments in April 2019 increased 6.6% y/y as Bookings increased 9.4% y/y; Global Wearable Devices Shipments increased 55.2% y/y to 49.6 million units during 1Q19; China gives more chip design firms tax break amid trade tensions; Global Smartphone Sales to end users fell 2.7% in 1Q19; World Ethernet Switch Market (Layer 2/3) increases 7.8%; Sensors/Actuators Reach Record Sales on Slower Growth; Worldwide consumer and enterprise worldwide WLAN market increased 6.9% y/y to $2.4 billion in 1Q19https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201906042019-06-05T14:37:13.000Z2019-06-05T14:37:13.000ZIndustry Outlook Calls for Moderate GrowthManufacturing economy improves, but industry watchers say moderation is still the norm.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-kickham-201706272017-06-27T12:30:00.000Z2017-06-27T12:30:00.000ZInductor Manufacturers Expand Capacities as Demand Grows | Weekly News Roundup for February 3, 2021This week: impacts of IC and other component shortages continue; U.S. manufacturing shows signs of growth; 5G drives Q4 volumes in China’s mobile market; and other news from around the electronics industry.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202102032021-02-03T21:38:00.000Z2021-02-03T21:38:00.000ZBuyers Sharpen Skills to Build Value in 2018Purchasing and supply managers will balance the need to sharpen traditional skills with growing demand for a more comprehensive supply chain education when it comes to professional development in 2018.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-kickham-201712182017-12-18T14:00:00.000Z2017-12-18T14:00:00.000Z“Severe” Shipping Congestion Continues | Weekly News Roundup for February 10, 2021This week: freight and logistics woes continue; Barbara Jorgensen examines the impact of shortages in the electronics supply chain; demand could lead to a shortage of LiFePo 4 batteries; and more headlines from the electronics industry.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202102102021-02-10T16:15:00.000Z2021-02-10T16:15:00.000ZMeeting the Challenges of Supply Chain Constraints | Weekly News Roundup for February 24, 2021Constraints on electronic components continue to impact a range of markets, from automotive manufacturing to smartphones – plus other electronics manufacturing and supply chain news from the past week.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202102242021-02-24T16:25:00.000Z2021-02-24T16:25:00.000ZHigh Manufacturing Numbers Raise Supply Chain Concerns | Weekly News Roundup for March 3, 2021This week, strong manufacturing numbers could point to supply chain issues and inflation risk; unrest in Myanmar adds to a troubled global logistics situation; 5G penetration in Taiwan is on course to grow substantially – and other news from the global electronics market.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202103032021-03-03T17:41:00.000Z2021-03-03T17:41:00.000Z“Strong Momentum” for Passive Components Materials | Weekly News Roundup for March 10, 2021This week: sales of passive component raw materials are strong in Q1; Michael Knight unpacks the causes and lessons of the automotive components shortage; a possible boom in medical wearables – and more headlines from the electronics manufacturing world.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202103102021-03-10T20:56:00.000Z2021-03-10T20:56:00.000ZMobile and Wearable Device Growth on the Horizon | Weekly News Roundup for March 17, 2021This week: forecasters see growth ahead for smartphones and wearables; AMOLED display technology is set to grow, in spite of price fluctuations; passive component makers see a strong 1H 2021 – and other news from the electronics supply chain.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202103172021-03-17T15:39:00.000Z2021-03-17T15:39:00.000ZAnalysts Expect European AI Spending to Reach $12 Billion | Weekly News Roundup for March 24, 2021This week: tracking the impact of the Renesas fab fire on the automotive supply chain; another EV maker announces a massive new supercharger network; the U.S. military looks to non-lethal defense systems for drones – and other headlines from the world of electronics.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202103242021-03-24T20:16:00.000Z2021-03-24T20:16:00.000ZRecovery: Global Economy Expected to Grow Nearly 6% in 2021 | Weekly News Roundup for March 31, 2021This week: businesses eye bold post-pandemic growth plans; EV shipments topped 2.5 million units in 2020; battery technology could be the next battleground in the climate change war – plus other news from the global electronics industry.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202103312021-03-31T15:03:00.000Z2021-03-31T15:03:00.000ZECIA: Electronic Component Sales Trend Soars | Weekly News Roundup for April 7, 2021This week: Electronics are driving manufacturing growth; Samsung and others bet big on flexible mobile devices; Taiwan plans to electrify its bus fleet; a new wave of military communications and defense satellites – and more headlines from around the global electronics industry.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202104072021-04-07T18:47:00.000Z2021-04-07T18:47:00.000ZWorldwide IT Spending Could Hit $4 Trillion This Year | Weekly News Roundup for April 14, 2021This week: Growth in industrial networks continues despite the global pandemic; shipments of desktop and notebook computers and workstations remains strong; a new shortage of this component is unlikely to impact automotive production – and other electronics industry headlines.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202104142021-04-14T13:30:00.000Z2021-04-14T13:30:00.000ZSignificant Growth Ahead in Cloud Technology Spending | Weekly News Roundup for April 28, 2021This week: Cloud technology is seeing growth on the back of the Covid-19 pandemic; new attitudes among China’s youth could lead to a worsening labor shortage; Japan’s electronic components production was strong in February – and other headlines from the global electronics industry.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202104282021-04-28T21:54:00.000Z2021-04-28T21:54:00.000ZSmartphone Shipments Rose 25% in Q1 2021 | Weekly News Roundup for May 5, 2021This week: Major smartphone makers saw shipments increase in the first quarter; analysts warn of a potential lithium supply shortage spurred by EV demand; the semiconductor shortage is impacting heavy truck manufacturing – and other headlines from the electronic components supply chain.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202105052021-05-05T20:40:00.000Z2021-05-05T20:40:00.000ZPositive Outlook for Manufacturing Growth Through 2021 | Weekly News Roundup for May 19, 2021This week: manufacturing is expected to remain strong through year’s end; Taiwan shows supply chain growth; why warehousing costs are still rising in the post-pandemic world – and more news headlines from the electronics industry.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202105192021-05-19T13:47:00.000Z2021-05-19T13:47:00.000ZEU Introduces Rules for “Safer” AI Systems | Weekly News Roundup for May 26, 2021This week: the European Union weighs potential risks of artificial intelligence systems; notebook and smartphone demand drives NAND flash revenue; the U.S. government looks at how to handle reshoring; Japan’s passive components production increased in Q1 – and more headlines from the global electronics industry.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202105262021-05-26T20:35:00.000Z2021-05-26T20:35:00.000ZAluminum Capacitor Demand Continues to Exceed Supply | Weekly News Roundup for June 9, 2021This week: The White House creates a supply chain task force; demand for aluminum capacitors will continue to outpace supply; reshoring of jobs reached a milestone in 2020; RAM and SSD prices face post-COVID impacts – and more news from the electronics supply chain.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202106102021-06-09T19:26:00.000Z2021-06-09T19:26:00.000ZAfter Record Lead Times, Signs of Hope for the IC Crunch? | Weekly News Roundup for June 23, 2021This week: Chip suppliers and logistics providers deal with the repercussions of the pandemic and its impacts on the electronic components supply chain – and other news headlines from around the electronics industry and related markets.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202106232021-06-23T18:53:00.000Z2021-06-23T18:53:00.000ZEconomic Growth Continues, but Supply Chain Concerns Abound | Weekly News Roundup for July 7, 2021This week: lack of key components continues to impact electronics manufacturing and other industries; 5G user penetration is expected to reach a milestone soon; Covid restrictions in Malaysia could impact MLCC supplies – and more news from electronic components and the world’s supply chain.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202107072021-07-07T15:18:00.000Z2021-07-07T15:18:00.000ZIncreased Port Congestion Causing Supply Chain Concerns | Weekly News Roundup for July 21, 2021This week: Elon Musk says Tesla will open its Supercharger network to other EVs; lockdowns and port congestion continue to hamper electronics manufacturing supply chains; recovery signs in medical device manufacturing – and other supply chain and industry news.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202107212021-07-21T20:29:00.000Z2021-07-21T20:29:00.000ZA Potential Solution to China’s Energy Shortage | Weekly News Roundup for October 22, 2021This week: Solving China’s energy shortage may require a step backward; Vietnam looks toward recovery in manufacturing; automakers invest in battery manufacturing – and more electronics headlines from this week.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202110222021-10-22T11:21:00.000Z2021-10-22T11:21:00.000ZManufacturing Growth Comes With Potential Challenges | Weekly News Roundup for November 5, 2021In this week’s news: Ongoing shortages could derail recovery in U.S. electronics manufacturing; growth signals in the enterprise notebook PC market; an important Bluetooth security discovery that could affect phone manufacturers – plus other industry headlines.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202111052021-11-05T15:07:00.000Z2021-11-05T15:07:00.000ZAutomotive MLCC Demand to Grow by 25% for 2022 | Weekly News Roundup for November 12, 2021This week: Analysts expect automotive MLCC demand to grow sharply; a big week for investment in EV companies; electronics manufacturers get more time to deal with PIP (3:1) – plus more headlines.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202111122021-11-12T20:00:00.000Z2021-11-12T20:00:00.000ZU.S. Manufacturing Output Highest in Over 2 Years | Weekly News Roundup for November 19, 2021This week: U.S. manufacturing sees significant growth; automakers partner to help end the semiconductor shortage; shipping costs continue to impact electronics manufacturing – and other industry headlines.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202111192021-11-19T20:00:00.000Z2021-11-19T20:00:00.000ZBoost to Manufacturing as COVID Restrictions Ease | Weekly News Roundup for November 29, 2021This week: a potential boost for manufacturing in Singapore and Malaysia; potential impacts on a key raw material for batteries and other components; supply chain woes are hurting smartphone shipments – and more headlines from electronics and manufacturing.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202111292021-11-29T14:45:00.000Z2021-11-29T14:45:00.000ZJob Growth Slows, But Manufacturing Increases in November | Weekly News Roundup for December 3, 2021This week: continued strength in the U.S. manufacturing sector; job growth was less than expected last month; the FDA believes current tests will detect the COVID-19 omicron variant – and more news that impacts electronics and manufacturing.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202112032021-12-03T18:48:00.000Z2021-12-03T18:48:00.000ZEPA’s PIP (3:1) Deadline for Manufacturers is Approaching | Weekly News Roundup for Dec. 10, 2021This week: an automaker becomes the first in the world to deploy an approved Level 3 self-driving system; why some companies are bringing IC design in-house; growth in Ethernet switch and router sales – and more headlines from electronics and manufacturing.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202112102021-12-10T20:03:00.000Z2021-12-10T20:03:00.000ZThe Outlook for Markets and Technologies in 2022In this Q&A with some of TTI’s industry and technology experts, we look at opportunities for innovation and critical success factors for electronics and manufacturing in the year ahead.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202112202021-12-20T14:00:00.000Z2021-12-20T14:00:00.000ZManufacturing, Economic Growth Close Out 2021 | Weekly News Roundup for January 7, 2022This week: continued positive economic growth signs in December; significant growth ahead for IoT spending in Asia-Pacific markets; coronavirus impacts on air freight – and other news from the realm of electronics and manufacturing.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202201072022-01-07T21:06:00.000Z2022-01-07T21:06:00.000ZMore Disruptions Ahead for Electronics Manufacturing? | Weekly News Roundup for January 21, 2022This week: the growing industry of industrial robotics as a service; Gartner’s predictions for IT spending in 2022; the pandemic’s latest impact on notebook PC sales – and more.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202201212022-01-21T15:13:00.000Z2022-01-21T15:13:00.000ZMillions More Electric Cars to Ship in 2022 | Weekly News Roundup for January 28, 2021This week: why Wi-Fi 6 technology could change the smart manufacturing landscape; analysts project rapid growth in EV shipments this year; why supply chain constraints persist approaching the Lunar New Year holiday; a prediction of “healthy growth” in smartphone shipments this year – plus more headlines from electronics and manufacturing.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202201282022-01-28T21:22:00.000Z2022-01-28T21:22:00.000ZLabor Shortages Biggest Threat to Recovery in Automotive | Weekly News Roundup for February 4, 2022This week: proposed U.S. legislation would support semiconductor manufacturing; another milestone for electric aircraft; manufacturing growth slowed in January – and other headlines from electronics manufacturing and the electronics supply chain.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202202042022-02-04T20:06:00.000Z2022-02-04T20:06:00.000ZBiden Plans to Build EV Charging Network | Weekly News Roundup for February 11, 2022This week: the Biden administration plans an EV charging network; Canadian protests impact U.S. automakers; autonomous ships and electric aircraft – and more news impacting electronics manufacturing and supply chains.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202202112022-02-11T14:38:00.000Z2022-02-11T14:38:00.000ZUkraine Conflict Could Impact Electronics Supply Chains | Weekly News Roundup for Feb. 18, 2022This week: a U.S.-Canada trade route reopens after protests; manufacturing output rose moderately last month; spending on AI infrastructure is about to rise; why now is the right time to manage supply chain risk – and more news impacting electronics and manufacturing.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202202182022-02-18T14:00:00.000Z2022-02-18T14:00:00.000ZSanctions, Supply Concerns Follow Invasion of Ukraine | Weekly News Roundup for February 25, 2022This week: the invasion of Ukraine results in renewed supply-chain uncertainty; the Biden administration announces funds to help ports become more agile.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202202252022-02-25T20:22:00.000Z2022-02-25T20:22:00.000ZAsia-Pacific 5G Migration Set to Boost Smartphone Shipments | Weekly News Roundup for March 4, 2022This week: the conflict in Ukraine continues; global smartphone production sees strong growth as migration drives sales in Asia; the EU invests in a new solar energy plan that could help remove carbon dioxide; U.S. manufacturing grew in February – and other news from electronics manufacturing and supply chains.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202203042022-03-04T17:31:00.000Z2022-03-04T17:31:00.000ZOil Prices Fluctuate as Markets React to U.S. Ban | Weekly News Roundup for March 11, 2022Markets react to a U.S. ban on Russian oil and natural gas; the Ukraine conflict’s impact on EMS providers; a high growth outlook for power semiconductors – and more stories impacting electronics and manufacturing.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202203112022-03-11T19:43:00.000Z2022-03-11T19:43:00.000ZPowerful Earthquake in Japan Leaves Widespread Damage | Weekly News Roundup for March 18, 2022Authorities assess damage from Wednesday’s earthquake in Japan; growth forecasts show positive outlooks for industrial IoT and power semiconductors; the impact of COVID-19 lockdowns in China – and more news impacting electronics and manufacturing.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202203182022-03-18T15:39:00.000Z2022-03-18T15:39:00.000ZIndustry Leaders Urge U.S. to Boost Semi Subsidies | Weekly News Roundup for March 25, 2022Supporters make the case for semiconductor manufacturing subsidies; the latest trends from the Asia/Pacific PC market – and more news on electronics and manufacturing.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202203252022-03-25T17:49:00.000Z2022-03-25T17:49:00.000ZU.S. Earmarks $2.7 Billion for Ports and Infrastructure | Weekly News Roundup for April 1, 2022The U.S. government sets aside funds for port and waterway improvements; Shanghai locks down as COVID-19 cases spike; passenger freight demand is here to stay, for now – and more headlines impacting electronics and manufacturing.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202204012022-04-01T16:06:00.000Z2022-04-01T16:06:00.000ZManufacturing Responds to Supply Chain Pressures | Weekly News Roundup for April 8, 2022The impact of constraints on U.S. manufacturing; Gartner predicts a boom in IT infrastructure spending; NIST funding for advanced electronics production – and more news on electronics and manufacturing.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202204082022-04-08T13:38:00.000Z2022-04-08T13:38:00.000ZAutomotive, Wireless Drive Strong Semi Sales Growth | Weekly News Roundup for April 15, 2022What semiconductor sales can tell us about growth markets for electronics manufacturing; an IEEE working group says its standards will make self-driving systems safer; Wi-Fi 6/6E smartphones mature – and more news from this week.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202204152022-04-15T13:56:00.000Z2022-04-15T13:56:00.000ZChina COVID-19 Lockdowns Continue to Impact Supply Chain | Weekly News Roundup for April 22, 2022As some restrictions ease, cargo backlogs in Shanghai impact global manufacturing and logistics; U.S. semiconductor manufacturing grows worldwide – and more electronics and manufacturing news.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202204222022-04-22T18:39:00.000Z2022-04-22T18:39:00.000ZWeekly Global Update for July 9, 2014Shipments, orders and inventories for the domestic supply chain were just released by the U.S. Department of Commerce: Total electronic equipment orders declined sequentially from April (Chart 1) as computer orders improved, electromedical, instruments and controls orders were flat and communication, defense and search and navigation bookings weakened (Chart 2). Vehicle shipments rose from April (Chart 3). Defense capital goods declined from their prior month’s spike (Chart 4) as did military electronics orders (Chart 5). Electromedical, instrument and control equipment remained the strongest sector based on their two years of steady growth (Chart 6). Passive component orders and shipments improved slightly (Chart 7) but the U.S. PMI leading indicator suggests accelerating growth (Chart 8). Chart 9 summarizes the annualized (12/12) and 3-month (3/12) growth of the U.S. electronics supply chain. Values greater than 100 indicate growth versus the same period a year earlier. The 3/12 “leads” the 12/12.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201407092014-07-09T16:01:00.000Z2014-07-09T16:01:00.000ZFallout from ‘Zero COVID' Lockdown in China Continues | Weekly News Roundup for April 29, 2022Lockdowns as part of China’s “Zero COVID” policy are having repercussions throughout manufacturing, shipping and electronic components supply chains; a key lithium battery technology is set to go mainstream; a new demonstration of hybrid-electric flight is coming soon – and more headlines from electronics and manufacturing.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202204292022-04-29T14:25:00.000Z2022-04-29T14:25:00.000ZJapan, U.S. Agree to Develop 2nm Chip Technology | Weekly News Roundup for May 6, 2022A partnership to develop 2nm chip technology could spur competition with China; inflation begins to hit consumer electronics spending; “Zero COVID” lockdowns are eased in Shanghai – and more news on electronics and manufacturing.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202205062022-05-06T13:03:00.000Z2022-05-06T13:03:00.000ZQ1 Manufacturing Technology Orders Reach Two-Decade High | Weekly News Roundup for May 13, 2022The strongest Q1 for manufacturing technology orders since 1998; Cummins announces a deal to produce Class 8 trucks powered by fuel cells; electronic component supply chain concerns continue – and other headlines from electronics and manufacturing.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202205132022-05-13T13:39:00.000Z2022-05-13T13:39:00.000ZMarket Surprise: Two Million New Energy Vehicles Sold in Q1 | Weekly News Roundup for May 20, 2022First-quarter EV and hybrid sales were surprisingly high; electronic component sales in Europe remain hot; the ripple effects of coronavirus lockdowns in Shanghai – and more news affecting electronics and manufacturing.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202205202022-05-20T14:51:00.000Z2022-05-20T14:51:00.000ZA Return to Normal After Lockdown Disruptions | Weekly News Roundup for May 27, 2022After lockdowns in China, cargo rates are falling and production at a major automaker has been affected; the Biden administration announces plans to compete with China for key minerals – and more news impacting electronics and manufacturing.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202205272022-05-27T18:05:00.000Z2022-05-27T18:05:00.000ZManufacturing Activity Rebounds in May | Weekly News Roundup for June 3, 2022Key U.S. manufacturing indicators rebounded last month in positive news for the economy; global LED market value exceeded expectations last year; uncertainty impacts smartphone forecasts – and more news affecting electronics and manufacturing.https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-staff-202206032022-06-03T15:33:00.000Z2022-06-03T15:33:00.000ZWeekly Global Update for April 12, 2017PMI Leading Indicators – Mixed Results in March; U.S. “Factory Orders” – Electronic Supply Chain Strengthens Slightly; Global Semiconductor Sales increased 16.5% y/y to $30.4 billion in February 2017; SEMI Reports 2016 Global Semiconductor Materials Sales of $44.3 Billion; Worldwide top 50 EMS companies combined sales revenue fell to $270 billion from $273 billion in 2015; World end-user spending on devices (PCs, ultramobiles and mobile phones) will grow 2% y/y in 2017; World Cloud IT infrastructure products vendor revenue from sales for server, storage, and Ethernet switch for cloud IT, including public and private cloud, grew by 9.2% year over year to $32.6 billion in 2016; Global gaming market (games consoles and accessories, content and related services) value in reached US$34.7 billion in 2016; Global LCD panel shipments for digital signage will increase 8.6% y/y to 4.4 million units in 2017 and keep growing to 5.8 million units in 2020https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201704122017-04-12T14:11:00.000Z2017-04-12T14:11:00.000ZWeekly Global Update for September 4, 2019Japan Update; U.S. July Electronic Supply Chain Shipments, Orders & Inventories; World Semiconductor Market expected to decline 13.3% in 2019, following 13.7% growth in 2018 and then returning to growth in 2020; CCL, IC substrate and flexible PCB demand to boom in 5G era; N American PCB shipments in July 2019 declined 5.3% y/y as PCB bookings in July decreased 4.3% y/y; India & Vietnam cannot replace China as World’s Manufacturing Hub; German Component Distribution - Weak Order Situation; Global 5G Smartphones Sales will reach 160 million in 2020; Global Smartphone sales declined 1.7% y/y to 368 million units in 2Q’19; World Smartphone Assembly Shipment Volumes by Major Suppliershttps://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201909042019-09-04T05:00:00.000Z2019-09-04T05:00:00.000ZWeekly Global Update for September 11, 20192Q’19 Electronic Supply Chain Growth by Sector; Global Semiconductor sales decreased 15.5% in July 2019; Worldwide Server Market Revenue declined 11.6% in 2Q’19 as Unit Shipments declined 9.3%; Passive Component Demand Picking Up; Glass to gradually replace PCBs as Backplanes for mini LED backlighting; Global top 10 IC Design Companies for 2Q’19; Large Format Printer Shipments Down Through the First Half of 2019; World Enterprise External OEM Storage Systems market decreased 0.8% in 2Q’19https://www.tti.com/content/ttiinc/en/resources/marketeye/categories/industry/me-custer-201909112019-09-11T05:00:00.000Z2019-09-11T05:00:00.000Z