Trade war shifts electronics production

Trade war shifts electronics production
by Bill Jewell on 05-14-2019 at 7:00 am

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


Semiconductor Market Downturn in 2019

Semiconductor Market Downturn in 2019
by Bill Jewell on 03-23-2019 at 5:00 am

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


CES 2019 A New Era

CES 2019 A New Era
by Bill Jewell on 01-11-2019 at 12:00 pm

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


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

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.

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Electronics healthy but trade wars loom

Electronics healthy but trade wars loom
by Bill Jewell on 10-01-2018 at 7:00 am

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


2018 Semiconductor Forecasts Revised Up

2018 Semiconductor Forecasts Revised Up
by Bill Jewell on 06-14-2018 at 12:00 pm

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


Semiconductors could be up 12% in 2018

Semiconductors could be up 12% in 2018
by Bill Jewell on 03-02-2018 at 12:00 pm

The global semiconductor market grew 21.6% for the year 2017, according to World Semiconductor Trade Statistics (WSTS). The market was much stronger than anticipated at the beginning of year. Semiconductor Intelligence tracked publicly available forecasts to determine which was the most accurate. We used forecasts made … Read More


2017 Semiconductors +20%, 2018 slower

2017 Semiconductors +20%, 2018 slower
by Bill Jewell on 12-24-2017 at 7:00 am

The global semiconductor market in 2017 will finish with annual growth of about 20%. Recent forecasts range from 19.6% to 22%. World Semiconductor Trades Statistics (WSTS) data is finalized through October, thus the final year results will almost certainly be within this range. We at Semiconductor Intelligence have raised … Read More


Electronics Production Rising in 2017

Electronics Production Rising in 2017
by Bill Jewell on 11-20-2017 at 12:00 pm

Production of electronic equipment is continuing healthy growth. China, the world’s largest producer of electronics, had a three-month-average increase of 14% in October 2017 versus a year ago. Year-to-date through October, China’s electronic production has gained 13.8% compared to 10.0% for the year 2016, putting China… Read More


Capex Driving Overcapacity?

Capex Driving Overcapacity?
by Bill Jewell on 10-29-2017 at 12:00 pm

Semiconductor capital expenditures (cap ex) in 2017 will increase significantly from 2016. In August, Gartner forecast 2017 cap ex growth of 10.2% and IC Insights projected 20.2% growth. SEMI expects spending on semiconductor fabrication equipment will increase 37%. Cap ex growth is primarily driven by increased capacity… Read More