Semiconductors Down in 2nd Half 2022

Semiconductors Down in 2nd Half 2022
by Bill Jewell on 11-20-2022 at 4:00 pm

Top Semiconductor Revenue 2H 2022

The semiconductor market declined 6.3% in 3Q 2022 from 2Q 2022, according to WSTS. Based on the outlook for 4Q 2022, the second half of 2022 will be down over 10% from the first half of 2022. The 2H 2022 decline will be the largest half-year decline since a 21% drop in the first half of 2009 versus the second half of 2008 during the great … Read More


Continued Electronics Decline

Continued Electronics Decline
by Bill Jewell on 10-19-2022 at 2:00 pm

Continued electronics decline 2022

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


Semiconductors Weakening in 2022

Semiconductors Weakening in 2022
by Bill Jewell on 06-18-2022 at 6:00 am

June 2022 companies

The semiconductor market in 2022 is weakening. Driving factors include rising inflation, the Russian war on Ukraine, COVID-19 related shutdowns in China, and lingering supply chain issues. Four of the top 14 semiconductor companies (Intel, Qualcomm, Nvidia and Texas Instruments) are expecting lower revenues in 2Q 2022 versus… Read More


Semiconductor Growth Moderating

Semiconductor Growth Moderating
by Bill Jewell on 02-17-2022 at 6:00 am

Top Semiconductor Company Revenue 2022

The global semiconductor market in 2021 was $555.9 billion, according to WSTS data released by the Semiconductor Industry Association (SIA). 2021 increased 26.2% from 2020, the largest annual increase since 31.8% in 2010, eleven years ago. We at Semiconductor Intelligence track publicly available semiconductor market forecasts… Read More


Semiconductor CapEx too strong?

Semiconductor CapEx too strong?
by Bill Jewell on 10-28-2021 at 1:00 pm

Oct 2021 capex2

Semiconductor capital expenditures (CapEx) are on track for strong growth in 2021. For many companies the increase should continue into 2022. TSMC, the dominant foundry company, expects to spend $30 billion in CapEx in 2021, a 74% increase from 2020. TSMC announced in March it plans to invest $100 billion over the next three years,… Read More


Electronics Recovery Mixed

Electronics Recovery Mixed
by Bill Jewell on 07-21-2021 at 2:00 pm

Electronics Recovery Mixed

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


 Semiconductor CapEx strong in 2021

 Semiconductor CapEx strong in 2021
by Bill Jewell on 06-23-2021 at 10:00 am

Semiconductor CAPEX spending versus change 2021

Semiconductor manufacturers are expanding capital spending in 2021 and beyond to help alleviate shortages. In addition, many governments around the world are proposing funding to support semiconductor manufacturing in their countries.

The United States Senate this month approved a bill which includes $52 billion to fund… Read More


Electronics Back Strongly in 2021

Electronics Back Strongly in 2021
by Bill Jewell on 03-19-2021 at 8:00 am

Electronics Production 2021

Electronics production has recovered strongly from slowdowns due to the COVID-19 pandemic. Most major Asian electronic producers reported double-digit increases in early 2021. The chart below shows three-month-average change versus a year ago for electronics production. The data is from each country’s official statistics… Read More


Semiconductors up 6.5% in 2020, >10% in 2021?

Semiconductors up 6.5% in 2020, >10% in 2021?
by Bill Jewell on 02-14-2021 at 6:00 am

Feb 2021 co revised 9

Semiconductor sales in 2020 were $439.0 billion, up 6.5% from $412.3 billion in 2019, according to World Semiconductor Trade Statistics (WSTS).

We at Semiconductor Intelligence have been tracking the accuracy of semiconductor market forecasts from various sources for several years. We look at publicly available projections… Read More


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