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Semiconductors Down in 2nd Half 2022

Semiconductors Down in 2nd Half 2022
by Bill Jewell on 11-20-2022 at 4:00 pm

Top Semiconductor Revenue 2H 2022

The semiconductor market declined 6.3% in 3Q 2022 from 2Q 2022, according to WSTS. Based on the outlook for 4Q 2022, the second half of 2022 will be down over 10% from the first half of 2022. The 2H 2022 decline will be the largest half-year decline since a 21% drop in the first half of 2009 versus the second half of 2008 during the great … Read More


Continued Electronics Decline

Continued Electronics Decline
by Bill Jewell on 10-19-2022 at 2:00 pm

Continued electronics decline 2022

Third quarter 2022 data on PC and smartphone shipments shows a continuing year-to-year decline. IDC estimates PC units in 3Q 2022 were down 15% from a year earlier, matching the 2Q 2022 decline. IDC’s September forecast for PC units was a 12.8% decline for the year 2022, which is in line with the latest quarterly data. Canalys estimates… Read More


Semiconductor Decline in 2023

Semiconductor Decline in 2023
by Bill Jewell on 09-22-2022 at 8:00 am

Semiconductor MArket Forecast 2022 1

The semiconductor market dropped 0.8 percent in 2Q 2022 versus 1Q 2022, according to WSTS. The 2Q 2022 decline followed a 0.5% quarter-to-quarter decline in 1Q 2022. The 2Q 2022 revenues of the top 15 semiconductor suppliers match the overall market results, with a 1% decline from 1Q 2022. The results by company were mixed. Memory… Read More


Automotive Semiconductor Shortage Over?

Automotive Semiconductor Shortage Over?
by Bill Jewell on 08-25-2022 at 5:00 pm

Global Light Vehicle Production 2022

Several signs point to an easing of the shortages of semiconductors for automotive applications. However, the production of light vehicles will likely remain below full potential through at least 2023. LMC Automotive’s July forecast of light vehicle production called for 81.7 million units in 2022, up 2% from 2021. LMC’s January… Read More


Electronics is Slowing

Electronics is Slowing
by Bill Jewell on 07-27-2022 at 2:00 pm

Electronics is Slowing 2

Key semiconductor market drivers PCs and smartphones are both showing declines in shipments in the first half of 2022. According to IDC, PC shipments in 2Q 2022 were down 15% from a year earlier. 2Q 2022 PC shipments of 71.3 million units were at the lowest level in almost three years since 70.9 million units were shipped in 3Q 2019.… Read More


Semiconductors Weakening in 2022

Semiconductors Weakening in 2022
by Bill Jewell on 06-18-2022 at 6:00 am

June 2022 companies

The semiconductor market in 2022 is weakening. Driving factors include rising inflation, the Russian war on Ukraine, COVID-19 related shutdowns in China, and lingering supply chain issues. Four of the top 14 semiconductor companies (Intel, Qualcomm, Nvidia and Texas Instruments) are expecting lower revenues in 2Q 2022 versus… Read More


Semiconductor CapEx Warning

Semiconductor CapEx Warning
by Bill Jewell on 04-27-2022 at 4:00 pm

CAPEX Growth 2022

Semiconductor makers are planning strong capital expenditure (CapEx) growth in 2022. According to IC Insights, 13 companies plan to increase CapEx in 2022 by over 40% from 2021. The largest CapEx for 2022 will be from TSMC at $42 billion, up 40%, and Intel at $27 billion, up 44%. IC Insights is forecasting total semiconductor industry… Read More


Electronics, COVID-19, and Ukraine

Electronics, COVID-19, and Ukraine
by Bill Jewell on 03-25-2022 at 6:00 am

Electronics Production 2022

The outlook for electronics and semiconductors in 2022 is uncertain. Just as the world was returning to more normal conditions after (hopefully) the worst of the COVID-19 pandemic is over, Russia invaded Ukraine in February.

The International Monetary Fund (IMF) in a March 15 blog post asserted the Russian invasion of Ukraine… Read More


Semiconductor Growth Moderating

Semiconductor Growth Moderating
by Bill Jewell on 02-17-2022 at 6:00 am

Top Semiconductor Company Revenue 2022

The global semiconductor market in 2021 was $555.9 billion, according to WSTS data released by the Semiconductor Industry Association (SIA). 2021 increased 26.2% from 2020, the largest annual increase since 31.8% in 2010, eleven years ago. We at Semiconductor Intelligence track publicly available semiconductor market forecasts… Read More


COVID Still Impacting Electronics

COVID Still Impacting Electronics
by Bill Jewell on 12-17-2021 at 6:00 am

Electronics Production 2020 2021

Electronics production has been volatile over the past two years primarily due to the COVID-19 pandemic. Electronics production three-month-average change versus a year ago is shown below for key Asian countries. COVID-19 shutdowns affected production in early 2020. Trends in 2021 show a strong bounce back.

The key trends Read More