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
Semiconductor sales in 2020 were $439.0 billion, up 6.5% from $412.3 billion in 2019, according to World Semiconductor Trade Statistics (WSTS).
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
The worldwide economic outlook is chaotic due to the ongoing COVID-19 pandemic. The outlook for the semiconductor market is also very uncertain. 1Q 2020 revenue versus 4Q 2019 was mixed for major semiconductor companies, ranging from a 19% decline for STMicroelectronics to 9.9% growth from Kioxia (previously Toshiba Semiconductor).
The threat of COVID-19 (coronavirus) is continuing to spread. As of March 17, the World Health Organization (WHO) reported 179,111 confirmed cases and 7,426 deaths. WHO declared COVID-19 a pandemic as of March 11. Many countries have imposed severe restrictions to slow the spread of the disease, ranging from banning of large … Read More
The trade dispute between the U.S. and China continues to drag on. According to Reuters, U.S. President Donald Trump recently threatened to raise tariffs further on Chinese imports if no deal is reached. Tariffs affecting most consumer electronics imports from China are scheduled to go into effect on December 15, according to… Read More
The global semiconductor market is headed for the largest decline in 18 years. The market dropped 32% in 2001 when the Internet bubble burst. The 2019 decline should be around 15%, the third largest annual drop after 2001 and a 17% drop in 1985. The current weakness is largely due to excess memory capacity (DRAM and NAND flash) relative… Read More
The global semiconductor market is headed for a double-digit decline for the year 2019 after a decline of 15.6% in first quarter 2019 from fourth quarter 2018. According to WSTS (World Semiconductor Trade Statistics) data, this was the largest quarter-to-quarter decline since a 16.3% decline in first quarter 2009, ten years … Read More
Growth in the global economy is expected to slow in 2019 from 2018. Ten economic forecasts released in the last two months show the percentage point change in World GDP from 2018 to 2019 ranging from minus 0.1 points to minus 0.4 points.
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The global semiconductor market grew 21.6% for the year 2017, according to World Semiconductor Trade Statistics (WSTS). The market was much stronger than anticipated at the beginning of year. Semiconductor Intelligence tracked publicly available forecasts to determine which was the most accurate. We used forecasts made … Read More