Growth in electronics production has been accelerating in 2026. Three-month-average change versus a year ago for electronics production in the U.S. was 8.1% in August 2026, continuing an accelerating growth trend since October 2025. Japan and the 27 countries of the European Union (EU 27) showed much stronger growth acceleration.… Read More
Global unit shipments of PCs and smartphones were both down versus a year ago in the 2nd quarter of 2026, according to IDC. PCs were down 4.9% and smartphones were down 6.7%. Both PCs and smartphones showed growth in 2024 and 2025. IDC is predicting an 11.3% decline in PCs and a 13.9% decline in smartphones in 2026.
What is causing the… Read More
The global semiconductor market in 2025 was $792 billion, according to WSTS. 2025 was up 25.6% from 2024, the strongest growth since 26.2% in the COVID recovery year 2021. The increase was driven by AI, with Nvidia revenues up 65%. The major memory companies (Samsung, SK Hynix, Micron Technology, Kioxia and Sandisk) all cited AI… Read More
WSTS reported 1st quarter 2025 semiconductor market revenues of $167.7 billion, up 18.8% from a year earlier and down 2.8% from the prior quarter. The first quarter of 2025 was weak for most major semiconductor companies. Ten of the sixteen companies in the table below had declines in revenue versus 4Q 2024, ranging from -0.1% from… Read More
Unit shipments of both PCs and smartphones versus a year ago have turned positive. According to IDC, PC shipments in 1Q 2024 were up 1.5% from 1Q 2023, the first positive year-to-year change since 4Q 2021. Smartphone year-to-year growth turned positive in 4Q 2023 at 8.5%. The growth continued in 1Q 2024 at 7.8%. 4Q 2023 was the first… Read More
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
Shipments of PCs and smartphones were weak in 2022 and continue to decline in 2023. For the first quarter of 2023, IDC estimated PC shipments dropped 29% from a year earlier. This follows a 28% year-to-year decline in 4Q 2022. For the year 2022, PC shipments declined 16% from 2021, the largest year-to-year decline in the history of… Read More
Third quarter 2022 data on PC and smartphone shipments shows a continuing year-to-year decline. IDC estimates PC units in 3Q 2022 were down 15% from a year earlier, matching the 2Q 2022 decline. IDC’s September forecast for PC units was a 12.8% decline for the year 2022, which is in line with the latest quarterly data. Canalys estimates… Read More
The semiconductor market dropped 0.8 percent in 2Q 2022 versus 1Q 2022, according to WSTS. The 2Q 2022 decline followed a 0.5% quarter-to-quarter decline in 1Q 2022. The 2Q 2022 revenues of the top 15 semiconductor suppliers match the overall market results, with a 1% decline from 1Q 2022. The results by company were mixed. Memory… Read More
Key semiconductor market drivers PCs and smartphones are both showing declines in shipments in the first half of 2022. According to IDC, PC shipments in 2Q 2022 were down 15% from a year earlier. 2Q 2022 PC shipments of 71.3 million units were at the lowest level in almost three years since 70.9 million units were shipped in 3Q 2019.… Read More
