EV Pickups: The Week That Was

EV Pickups: The Week That Was
by Roger C. Lanctot on 10-18-2020 at 6:00 am

EV Pickups The Week That Was

From a legislative squabble, to a COVID-19 superspreader event, to claims of fraud and deception, the race to bring a pickup truck to market with an electrified powertrain went into overdrive last week. At the heart of the contest is the pursuit of ridiculous profit margins and impressive sales with Ford Motor Company’s F-Series

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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

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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


Cars and COVID-19 Uncertainty

Cars and COVID-19 Uncertainty
by Roger C. Lanctot on 07-26-2020 at 6:00 am

Cars and COVID 19 Uncertainty

A funny thing happens when you let car makers make cars and car dealers sell cars – people start buying cars. With the U.S. economy at least partially re-opening nationwide car buyers have returned to the market and, finding a limited supply of new cars and disappointing incentives, have turned, in part, to used cars. This … 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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COVID-19: Through the Rearview Mirror

COVID-19: Through the Rearview Mirror
by Roger C. Lanctot on 07-02-2020 at 10:00 am

COVID 19 Through the Rearview Mirror

The COVID-19 pandemic has turned the business of reporting news into a funhouse mirror where reality is distorted, up is down, and hopes for improving health and marketplace conditions are simultaneously raised and dashed on a daily basis. The latest news-driven whiplash moment arrived this morning care of the Detroit Free Press

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COVID-19: The Fate of the Fearless

COVID-19: The Fate of the Fearless
by Roger C. Lanctot on 06-14-2020 at 7:00 am

COVID 19 The Fate of the Fearless

As I listened last Friday to Automotive News Publisher Jason Stein interview Scott Corwin, managing partner and “Future of Mobility” practice leader at Deloitte Consulting, regarding potential COVID-19 recovery scenarios for the mobility industry I realized that the vast analytical powers of Deloitte had met

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Time for Chip Diplomacy

Time for Chip Diplomacy
by Terry Daly on 05-29-2020 at 10:00 am

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An industry caught in the crosshairs of geopolitics needs global emeritus leadership

The semiconductor industry is at the epicenter of great power politics. An ascendant China is on a quest for a unified global system with China as the leading power. The United States seeks to maintain its position as leader of the liberal democratic… Read More


COVID-19: A Pandemic Made for Tesla

COVID-19: A Pandemic Made for Tesla
by Roger C. Lanctot on 05-17-2020 at 6:00 am

COVID 19 A Pandemic Made for Tesla

With Tesla Motors’ CEO Elon Musk spewing accusations of civil rights violations and fascism in the face of restrictions forcing him to keep his Fremont, California factory closed it is tempting to assume that Tesla is suffering through the shutdown with the rest of us. Don’t kid yourself. The COVID-19 pandemic is a crisis tailor-made

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Tech Shows up for COVID-19: Time to Expand Horizons

Tech Shows up for COVID-19: Time to Expand Horizons
by Terry Daly on 05-06-2020 at 10:00 am

Covid Tech 2020

Bring digital technology solutions to bear on more of our toughest societal problems 

“We are all in this together”. The world faces 250,000 COVID-19 deaths, each a tragic human story. The pandemic will bring a litany of “lessons learned” including lack of preparedness, slow response and uneven recovery. The rapid… Read More