The automotive industry has been uniquely whipsawed by the COVID-19 pandemic. Factories, dealerships, and offices were shuttered in its earliest days undercutting both supply and demand.
The industry impacts spread outward from these initial shocks with major auto shows folding their tents and ripples of supply chain disruptions… Read More
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
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
Electronics production continues to recover from the COVID-19 pandemic. However, the recovery is mixed by country. The chart below shows three-month-average (3/12) change versus a year ago in electronics production by local currency for key Asian countries. China was averaging about 10% growth prior to the pandemic. After… Read More
The COVID-19 pandemic has devastated public transportation of every variety from buses and taxis to airplanes and trains. The combination of remote work and evolving economic shutdowns impacting restaurants, entertainment venues, schools, and tourism have sapped transportation demand while mitigation measures have reduced… Read More
A study published in ScienceAdvances has shown computer simulations of the movement of virus-laden airborne droplets in cars. The objective of the study appears to be to assess the degree of driver-to-passenger and passenger-to-driver exposure given different open-or-closed window configurations in the context of modeled… Read More
CES, the massive consumer technology show put on by the Consumer Technology Association (CTA), was held this week. Due to the global COVID-19 pandemic, CES 2021 was all digital. Last year, CES 2020 had over 170,000 attendees from over 160 countries and 4,400 exhibiting companies.
CES 2020 was held January 7-10, 2020 in Las Vegas,… Read More
A strange narrative took hold in the U.S. at the end of 2020 that vehicle sales were in decline, that cars weren’t selling. The reality is something quite different. In spite of nearly two solid months of auto factory and dealership shutdowns, automotive sales surged back in 2020 – a phenomenon that manifested globally with regional
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
The outlook for DoorDash’s highly anticipated public offering announced last week is inextricably bound up in the impact of the COVID-19 pandemic. It seems that the worse the COVID-19 pandemic becomes, the better the IPO circumstances look for DoorDash, but that’s not exactly how DoorDash tells the tale.
DoorDash filed… Read More
