CES 2020: still no flying cars

CES 2020: still no flying cars
by Bill Jewell on 01-10-2020 at 6:00 am
Categories: Automotive, Events, Semiconductor Intelligence, Semiconductor Services
2 Comments

CES 2020 is being held this week in Las Vegas with over 4,500 exhibiting companies and over 175,000 attendees. The show includes a broader industry than just electronics, which led to it being renamed CES (previously the Consumer Electronics Show) and the sponsoring organization changing its name from the Consumer Electronics… Read More

November 22, 2019January 10, 2020

U.S.-China trade war continues

U.S.-China trade war continues
by Bill Jewell on 11-22-2019 at 6:00 am
Categories: China, Semiconductor Intelligence, Semiconductor Services
2 Comments

The trade dispute between the U.S. and China continues to drag on. According to Reuters, U.S. President Donald Trump recently threatened to raise tariffs further on Chinese imports if no deal is reached. Tariffs affecting most consumer electronics imports from China are scheduled to go into effect on December 15, according to… Read More

September 24, 2019September 24, 2019

Semiconductors back to growth in 2020

Semiconductors back to growth in 2020
by Bill Jewell on 09-24-2019 at 11:30 am
Categories: Semiconductor Intelligence, Semiconductor Services

Semiconductor market forecasts 2019 to 2021

The global semiconductor market is headed for the largest decline in 18 years. The market dropped 32% in 2001 when the Internet bubble burst. The 2019 decline should be around 15%, the third largest annual drop after 2001 and a 17% drop in 1985. The current weakness is largely due to excess memory capacity (DRAM and NAND flash) relative… Read More

June 27, 2019June 27, 2019

Double-digit semiconductor decline in 2019

Double-digit semiconductor decline in 2019
by Bill Jewell on 06-27-2019 at 4:00 pm
Categories: Semiconductor Intelligence, Semiconductor Services

The global semiconductor market is headed for a double-digit decline for the year 2019 after a decline of 15.6% in first quarter 2019 from fourth quarter 2018. According to WSTS (World Semiconductor Trade Statistics) data, this was the largest quarter-to-quarter decline since a 16.3% decline in first quarter 2009, ten years … Read More

May 14, 2019

Trade war shifts electronics production

Trade war shifts electronics production
by Bill Jewell on 05-14-2019 at 7:00 am
Categories: Semiconductor Intelligence, Semiconductor Services

The U.S. is showing steady growth in electronics production. Three-month-average change versus a year ago (3/12) in March 2019 was 6.2%, the 12[SUP]th[/SUP] consecutive month of growth above 5%. China electronics production is decelerating, with March 2019 3/12 growth of 8.2%, similar to 8.3% in February. This marks the first… Read More

March 23, 2019

Semiconductor Market Downturn in 2019

Semiconductor Market Downturn in 2019
by Bill Jewell on 03-23-2019 at 5:00 am
Categories: Semiconductor Intelligence, Semiconductor Services
4 Comments

The global semiconductor market grew 13.7% in 2018, according to World Semiconductor Trade Statistics (WSTS). Each year, we at Semiconductor Intelligence review semiconductor forecasts and compare them to the final WSTS data. We used projections which were publicly released from late 2017 through early 2018, prior to the … Read More

January 11, 2019

CES 2019 A New Era

CES 2019 A New Era
by Bill Jewell on 01-11-2019 at 12:00 pm
Categories: Events, Semiconductor Intelligence, Semiconductor Services

CES 2019 was held this week in Las Vegas and had over 4500 exhibiting companies and over 180,000 attendees. Over 6500 media and industry analysts attended (including yours truly of Semiconductor Intelligence). CES 2019 includes a broader industry than just electronics, which led to the show being renamed CES (previously the … Read More

December 24, 2018

Slowing growth in 2019 for GDP and semiconductors

Slowing growth in 2019 for GDP and semiconductors
by Bill Jewell on 12-24-2018 at 7:00 am
Categories: Semiconductor Intelligence, Semiconductor Services
1 Comment

Growth in the global economy is expected to slow in 2019 from 2018. Ten economic forecasts released in the last two months show the percentage point change in World GDP from 2018 to 2019 ranging from minus 0.1 points to minus 0.4 points.

[table] border=”1″ cellspacing=”0″ cellpadding=”0″… Read More

October 1, 2018

Electronics healthy but trade wars loom

Electronics healthy but trade wars loom
by Bill Jewell on 10-01-2018 at 7:00 am
Categories: Semiconductor Intelligence, Semiconductor Services
1 Comment

Production of electronic equipment is healthy based on July and August data. China, the largest electronics producer, showed three-month-average change versus a year ago (3/12) of 13.8% in August. Growth for China has been in the 12% to 15% range since January 2017, picking up from the 8% to 11% range in 2016. South Korea’s electronics… Read More

June 14, 2018

2018 Semiconductor Forecasts Revised Up

2018 Semiconductor Forecasts Revised Up
by Bill Jewell on 06-14-2018 at 12:00 pm
Categories: Semiconductor Intelligence, Semiconductor Services
2 Comments

Forecasts for 2018 semiconductor market growth have been revised upward from earlier in the year. In January to February 2018, projections ranged from 5.9% from Mike Cowan to our 12% at Semiconductor Intelligence. Forecasts released in March to June range from Gartner’s 11.8% to our 16%. The latest forecasts average an increase… Read More

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