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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

Semiconductor sales in Europe up 19.5% 

December 12, 2017
European semiconductor sales reached USD 3.366 billion in October 2017. This represents a 19.5% increase compared the same month one year ago, ESIA reports. » Evertiq Source: Semiconductor sales in Europe up 19.5% compared to Read More

Automotive, IoT Leap Ahead in Chip Growth

December 10, 2017
Chip sales for automotive systems and the internet of things (IoT) will grow 70 percent faster than total IC revenues between 2016 and 2021, according to IC Insights’ 2018 Integrated Circuit Market Drivers Report. Source: Automotive, IoT Leap 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

Semiconductor 2017 Sales to Top $400B

December 7, 2017
SAN FRANCISCO—A key semiconductor industry market watcher has once again revised its 2017 chip sales forecast upward after the industry posted another all-time record month in October. Source: Semiconductor Sales to Top $400 Billion | 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

Global Electronics Update for 11/22/17

November 25, 2017
Productronica and SEMICON Europa were collocated in mid-November in Munich, Germany. Attendance was very good and the mood was upbeat. Source: Weekly Global Update for November 22, 2017 | TTI, Inc. Read More

Global Electronics Update for 11/15/17

November 19, 2017
Custer will be at the Productronica trade show all week, Tuesday Nov 14 to Friday Nov 17 and will be based at the EIPC stand, Hall B3 Booth 529. He will provide his “Global Industry Read More

Top Ten China Fabless Companies

November 15, 2017
Thanks to Electronics Design for this one – the top ten fabless companies in China: Revenues $bn HiSilicon – 3.87 Tsinghua Unigroup – 1.86 Omnivision – 1.39 ZTE Microelectronics – 0.892 CEC Huada Semiconductor – Read More

Global Electronics Update for Nov 8, 2017

November 13, 2017
About 50% of the companies in our survey have now released their 3Q’17 financials. We now estimate that global electronic equipment revenues grew 4.4% in third quarter 2017 vs. third quarter of 2016 (Chart 1). Read More

DMASS: Semiconductor Sales Soar in Q3

November 12, 2017
Electronics Distribution News – The European semiconductor industry just reported the third quarter in a row of more than 2bn Euro. According to DMASS, semiconductor sales… Source: DMASS: Semiconductor Sales Soar in Q3 Read More

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