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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
Car Wars 2021by Roger C. Lanctot on 01-10-2021 at 10:00 amCategories: Automotive
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
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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
General Motors President Mark Reuss told Reuters last week that he is worried about the COVID-19 pandemic currently running rampant in the U.S. and globally. “I’m so worried about it because it’s accelerating and it’s not being contained,” he said during a “fireside chat” at the Reuters Automotive Summit which concludes Monday.… Read More
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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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
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
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
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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Podcast EP4: Can China Really Become Self-Sufficient in Semiconductors?