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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.

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


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


2017 Semiconductor Growth Approaching 20 Percent!

2017 Semiconductor Growth Approaching 20 Percent!
by Bill Jewell on 10-01-2017 at 7:00 am

The 2017 semiconductor market is shaping up as the strongest since 2010 – when the market grew 32% as it bounced back from the 2008-2009 downturn. According to World Semiconductor Trades Statistics (WSTS), the second quarter 2017 semiconductor market was up 5.8% from 1Q 2017 and up 23.7% from a year ago. Much of the market vitality… Read More


Electronics upturn boosting semiconductors

Electronics upturn boosting semiconductors
by Bill Jewell on 06-21-2017 at 12:00 pm

Production of electronics has been accelerating in the last several months, contributing to strong growth in the semiconductor market. China, the largest producer of electronics, has seen three-month-average change versus a year ago (3/12 change) accelerate from below 10% for most of 2016 to 14.5% in April 2017. China’s April… Read More


SEMICON Southeast Asia reflects strong equipment market

SEMICON Southeast Asia reflects strong equipment market
by Bill Jewell on 04-28-2017 at 4:00 pm

SEMICON Southeast Asia was held this week in Penang, Malaysia. Over 6500 people attended the conference to learn about the latest trends and equipment in semiconductor manufacturing.


Dr. Dan Tracy, Senior Director Industry Research and Statistics at SEMI, presented an optimistic outlook for the semiconductor equipment market… Read More