Electronics Production Trending Up

Electronics Production Trending Up
by Bill Jewell on 10-24-2023 at 1:08 pm

Unit Change Electronics 2H 2023

Production of electronic devices is finally on the uptrend following a post-pandemic slump in late 2021. According to IDC, smartphone shipments versus a year ago turned negative in 3Q 2021 at -6%. The decline hit a low of -18% in 4Q 2022. Since then, smartphones have been recovering. IDC data is not yet available, but Canalys estimated… Read More


Nvidia Number One in 2023

Nvidia Number One in 2023
by Bill Jewell on 09-21-2023 at 8:00 pm

Nvidia number one in 2023

Nvidia will likely become the largest semiconductor company for the year 2023. We at Semiconductor Intelligence (SC-IQ) estimate Nvidia’s total 2023 revenue will be about $52.9 billion, passing previous number one Intel at an estimated $51.6 billion. Nvidia’s 2023 revenue will be almost double its 2022 revenue on the strength… Read More


CES is Back – Partially

CES is Back – Partially
by Bill Jewell on 01-13-2022 at 2:00 pm

chart pie chart description automatically genera 2

CES (formerly the Consumer Electronics Show) returned to Las Vegas, Nevada last week. In 2021, CES was remote due to the COVID-19 pandemic. On April 28, 2021, the Consumer Technology Association (CTA), the sponsor of CES, announced CES 2022 would be held in Las Vegas. On the date of the announcement new COVID cases in the U.S. were… 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


Semiconductor CapEx too strong?

Semiconductor CapEx too strong?
by Bill Jewell on 10-28-2021 at 1:00 pm

Oct 2021 capex2

Semiconductor capital expenditures (CapEx) are on track for strong growth in 2021. For many companies the increase should continue into 2022. TSMC, the dominant foundry company, expects to spend $30 billion in CapEx in 2021, a 74% increase from 2020. TSMC announced in March it plans to invest $100 billion over the next three years,… Read More


Auto Semiconductor Shortage Worsens

Auto Semiconductor Shortage Worsens
by Bill Jewell on 09-29-2021 at 2:00 pm

Sep 2021 fcst

The shortage of semiconductors for automotive applications is getting  worse. Recent statements from major automakers:

  • General Motors significantly cut production at eight North American plants earlier this month due to the semiconductor shortage. GM expects North American vehicle production in the second half of the year
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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


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 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

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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).

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