WP_Term Object
(
    [term_id] => 32
    [name] => Semiconductor Intelligence
    [slug] => semiconductor-intelligence
    [term_group] => 0
    [term_taxonomy_id] => 32
    [taxonomy] => category
    [description] => 
    [parent] => 386
    [count] => 124
    [filter] => raw
    [cat_ID] => 32
    [category_count] => 124
    [category_description] => 
    [cat_name] => Semiconductor Intelligence
    [category_nicename] => semiconductor-intelligence
    [category_parent] => 386
    [is_post] => 
)
            
Semiconductor Intelligence
WP_Term Object
(
    [term_id] => 32
    [name] => Semiconductor Intelligence
    [slug] => semiconductor-intelligence
    [term_group] => 0
    [term_taxonomy_id] => 32
    [taxonomy] => category
    [description] => 
    [parent] => 386
    [count] => 124
    [filter] => raw
    [cat_ID] => 32
    [category_count] => 124
    [category_description] => 
    [cat_name] => Semiconductor Intelligence
    [category_nicename] => semiconductor-intelligence
    [category_parent] => 386
    [is_post] => 
)

Supply Issues Limit 2021 Semiconductor Growth

Supply Issues Limit 2021 Semiconductor Growth
by Bill Jewell on 05-23-2021 at 10:00 am

Top Semiconductor Revenues 2021

Worldwide semiconductor shipments were $123.1 billion in 1Q 2021, up 3.6% from 4Q 2020 and up 17.8% from a year ago, according to WSTS. The 3.6% quarter-to-quarter growth was the highest for a first quarter since 1Q 2010, eleven years ago. The strong growth in 1Q21 implies strong growth in the following quarters and for the year 2021.… Read More


Automakers to Blame for Semiconductor Shortage

Automakers to Blame for Semiconductor Shortage
by Bill Jewell on 04-23-2021 at 8:00 am

Top Automotive Semiconductor Suppliers

Automakers worldwide have scaled back production due to a shortage of semiconductors. Companies which have announced temporary halts on production include Volkswagen, Toyota, General Motors, Ford, Nissan, Honda, Suzuki, Mitsubishi, Daimler (Mercedes) and Stellantis (merger of Fiat-Chrysler and Peugot).

IHS Markit estimates… Read More


Electronics Back Strongly in 2021

Electronics Back Strongly in 2021
by Bill Jewell on 03-19-2021 at 8:00 am

Electronics Production 2021

Electronics production has recovered strongly from slowdowns due to the COVID-19 pandemic. Most major Asian electronic producers reported double-digit increases in early 2021. The chart below shows three-month-average change versus a year ago for electronics production. The data is from each country’s official statistics… Read More


Semiconductors up 6.5% in 2020, >10% in 2021?

Semiconductors up 6.5% in 2020, >10% in 2021?
by Bill Jewell on 02-14-2021 at 6:00 am

Feb 2021 co revised 9

Semiconductor sales in 2020 were $439.0 billion, up 6.5% from $412.3 billion in 2019, according to World Semiconductor Trade Statistics (WSTS).

We at Semiconductor Intelligence have been tracking the accuracy of semiconductor market forecasts from various sources for several years. We look at publicly available projections… Read More


Semiconductor Boom in 2021

Semiconductor Boom in 2021
by Bill Jewell on 11-23-2020 at 6:00 pm

Top Semiconductor Revenue 2020

The third quarter 2020 semiconductor market totaled $114 billion, up 11.0% from second quarter 2020, according to World Semiconductor Trade Statistics (WSTS). The 3Q20 growth was the highest since 11.6% in 3Q16. The strong 3Q20 growth follows a 2.1% decline in 2Q20 versus 1Q20. The second quarter is normally a healthy growth … Read More


China Mobile and Computer Update 2020

China Mobile and Computer Update 2020
by Bill Jewell on 10-27-2020 at 10:00 am

China Mobile Phone Update 2020

Data on China production of mobile phones from the National Bureau of Statistics of China indicates a double-digit decline in the year 2020. In 1Q 2020, the early stages of the COVID-19 pandemic, China mobile phone production declined 50% from 4Q 2019 and dropped 33% from a year earlier. Many factories were temporarily closed in… Read More


Electronics Production Healthy

Electronics Production Healthy
by Bill Jewell on 09-16-2020 at 4:00 pm

Electronics Production 2020

Global electronics production is healthy, despite the COVID-19 pandemic. The chart below shows the three-month-average change versus a year ago (3/12 change) in electronics production (measured in local currency) for the major Asian producers. China is the largest electronics manufacturing country and the original source… Read More


Semiconductors Not as Bad as Expected!

Semiconductors Not as Bad as Expected!
by Bill Jewell on 08-24-2020 at 4:00 pm

img 5f444eedf131d

In the early stages of the global COVID-19 pandemic, most forecasters expected the semiconductor market to decline in 2020, including our May Semiconductor Intelligence projection of a 6% drop. However, the semiconductor market has shown surprising strength so far this year. WSTS reported the 2Q 2020 semiconductor market … Read More


Semiconductors up in 2020? Not so fast

Semiconductors up in 2020? Not so fast
by Bill Jewell on 07-24-2020 at 6:00 am

Semiconductor Forecast 2H 2020

Two months ago most forecasts called for a decline in the semiconductor market in 2020 as reported in our Semiconductor Intelligence May 2020 newsletter. The outlook changed in June, as the Worldwide Semiconductor Trade Statistics (WSTS) consensus forecast projected 3.3% growth in 2020. This month IC Insights revised its IC

Read More

Is the Worst Over for Semiconductors?

Is the Worst Over for Semiconductors?
by Bill Jewell on 05-27-2020 at 6:00 am

Top Semiconductor Company Revenue 2020

The worldwide economic outlook is chaotic due to the ongoing COVID-19 pandemic. The outlook for the semiconductor market is also very uncertain. 1Q 2020 revenue versus 4Q 2019 was mixed for major semiconductor companies, ranging from a 19% decline for STMicroelectronics to 9.9% growth from Kioxia (previously Toshiba Semiconductor).

Read More