CES 2021 Goes All Digital

CES 2021 Goes All Digital
by Bill Jewell on 01-17-2021 at 8:00 am

2021 US Consumer Electronics

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 2021

Car Wars 2021
by Roger C. Lanctot on 01-10-2021 at 10:00 am

Car Wars 2021

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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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


DoorDash IPO Spins COVID-19 Impact

DoorDash IPO Spins COVID-19 Impact
by Roger C. Lanctot on 11-21-2020 at 6:00 am

DoorDash IPO Spins COVID 19 Impact

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


Time to Listen to GM’s Mark Reuss

Time to Listen to GM’s Mark Reuss
by Roger C. Lanctot on 11-18-2020 at 10:00 am

Time to Listen to GMs Mark Reuss

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


EV Pickups: The Week That Was

EV Pickups: The Week That Was
by Roger C. Lanctot on 10-17-2020 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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