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Global Electronics Update for December 13, 2017

December 13, 2017
China/Taiwan Update; Component Demand for iPhone X Weakening ; Global Semiconductor Sales up 21.9% in 2017; Industry Forecast Revised Upward;Smartphone Assembler in Q3; Worldwide Enterprise Storage Systems Factory Revenue Rose 14.0% y/y to $11.8 billion Read More

US Electronics Output To Top $10bn.

December 13, 2017
Assuming no substantial rise in the volume of imports from Japan, America’s major competitor for US markets, the US electronics industry should break through the 10 billion dollar (£2,800 million) level of total business in Read More

Notebook ODMs see rising shipments in November

December 13, 2017
Taiwan-based notebook ODMs have announced their November shipments with Quanta Computer shipping 3.9 million units, up from 3.5 million in October. Quanta’s notebook shipments reached 38.7 million in the period from January to November. Source: Read More

Slowing iPhone X sales

December 12, 2017
iPhone X shipments are slowing, reports Digitimes. Apple’s forecast for November shipments is said to have slipped 30%. The supply chain is expecting weaker sales in December. Source: Slowing iPhone X sales Read More

Apple Watch 3 growth benefits IC packagers

December 12, 2017
Shipments of Apple Watch 3 are expected to surge 20% on year to reach 23-25 million units in the coming year, which will greatly benefit Taiwan players in the supply, particularly backend packaging and testing Read More

Global Electronics Update for 12/6/17

December 10, 2017
We have revised our estimate of 3Q’17 world electronic equipment sales growth up to +5.3% compared to the same quarter in 2016 (Chart 1). Strong server shipments caused this upward revision. Chart 2 is our Read More

Sony sold 2M PSVR units in a year

December 9, 2017
Sony’s PlayStation 4 has continued to sell well, and just broke 70 million consoles sold. That shouldn’t be a big surprise given its market trajectory, moving past 60 million systems in June and 50 million Read More

Global Electronics Update for 11/29/17

December 3, 2017
The U.S. Durable Goods report for October has just been released. The electronic equipment book/bill has risen sharply (Chart 1) as both order and shipment growth has accelerated (Chart 2). Source: Weekly Global Update for Read More

Japan provides over 50% of world’s robots

December 2, 2017
Japan is the world’s predominant industrial robot manufacturer. The production capacity of the Japanese suppliers has reached 153,000 units in 2016 – the highest level ever recorded. Japan’s manufacturers deliver 52% of the global supply. Read More

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