Woodstock Wire: Electronics Outlook

May 28, 2020

Some Potential Positive Signs in the Economy | Weekly Global Update for May 28, 2020

Distribution -- TTI MarketEye - A possible turning point in PMI, a report on global supply chain progress, and a drop in Germany's distribution market. This...

May 28, 2020 05:35 PM

May 27, 2020

Consumer hardware device shipments are on track for a 14% decline in 2020, courtesy of COVID-19

Tech -- TechCrunch - New numbers from Gartner show a sizable - if not unexpected - decline in device shipments for 2020. According to the analyst firm,...

May 27, 2020 06:42 PM

China falls far short of its "Made-in-China 2025" goal

Media -- Evertiq - IC production in China represented 15.7% of its $125 billion IC market in 2019, up only slightly from 15.1% five years earlier in 2014....

May 27, 2020 02:49 PM

China to push for new infrastructure construction

Media -- DIGITIMES - China's National Development and Reform Commission has disclosed the scope of new infrastructure construction intended to facilitate...

May 27, 2020 02:48 PM

Taiwan economic development to focus on six areas

Media -- DIGITIMES - The National Development Council (NDC) has proposed strategies for boosting Taiwan's economic development, focusing on six areas:...

May 27, 2020 02:47 PM

Survey: Consumer Confidence Stabilizes In May

Media -- PYMNTS.com - After a sharp decline in April, consumer confidence held steady in May as some businesses reopened in the wake of the COVID-19 pandemic,...

May 27, 2020 02:39 PM

May 26, 2020

MANUFACTURING OUTPUT DECLINES AT RECORD PACE - CBI

Media -- eBOM - According to the latest CBI monthly Industrial Trends Survey, manufacturing output volumes in the three months to May dropped at the fastest...

May 26, 2020 07:46 PM

Global 1Q20 NAND flash market posts 8% growth, says DRAMeXchange

Media -- DIGITIMES - Revenues of the global NAND flash industry increased 8.3% sequentially to US$13.58 billion in the first quarter of 2020, thanks mainly...

May 26, 2020 02:49 PM

Taiwan April manufacturing production index down on month

Media -- DIGITIMES - Taiwan recorded manufacturing production index (2016 as base year) of 108.37 for April 2020, decreasing 7.62% sequentially but increasing...

May 26, 2020 02:48 PM

MOSFET backend firms expect orders to continue pulling in

Media -- DIGITIMES - MOSFET backend specialists, such as GEM Services, have seen orders start pulling in since March and expect the momentum to persist...

May 26, 2020 02:48 PM

May 25, 2020

NAND Flash Revenue Undergoes 8.3% QoQ Growth in 1Q20

Media -- Evertiq - NAND Flash bit shipment in 1Q20 was relatively on par with 4Q19, says the DRAMeXchange research division of TrendForce. The overall...

May 25, 2020 08:29 PM

JPMorgan Chase Forecasts Minimum 10 Pct Unemployment Up To Q1 2021

Media -- PYMNTS.com - As they lowered their 2021 growth outlook and forecast an unemployment rate at 10 percent at a minimum through the first quarter...

May 25, 2020 05:40 AM

Smartphone Data Shows America's Cautious Comeback

U.S. News -- Data from millions of mobile phones shows varying behavior across the United States in May as people responded to...

May 25, 2020 05:24 AM

ECIA Reports CY19 Global Passive Sales Decline 13.7% Year to Year

Media -- Passive Components News - ECIA reports CY19 global passive sales (capacitors, inductors, and resistors) declined 13.7% in dollars and down 27.7%...

May 25, 2020 04:19 AM

Taiwan semiconductor output value to grow in 2020

Media -- DIGITIMES - The output value of Taiwan's semiconductor industry is forecast to increase 4-5.7% in 2020, despite headwinds from the coronavirus...

May 25, 2020 04:19 AM

NAND flash contract prices to stay flat in 3Q20

Media -- DIGITIMES - NAND flash memory contract prices are expected to stay flat in the third quarter, as demand for notebooks remains stable, according...

May 25, 2020 12:52 AM

Taiwan IC design houses optimistic about 5G smartphone demand in 2H20

Media -- DIGITIMES - Chip demand for 5G smartphones is expected to pick up starting the third quarter of 2020, according to sources at Taiwan-based IC...

May 25, 2020 12:52 AM

The Evolution of Cellular Communication from 3G to 5G: Top 12 Connector Technology Trends

Distribution -- TTI MarketEye - This MarketEYE article is a selection from a series of Bishop & Associates articles reviewing selected major advances that have...

May 25, 2020 12:18 AM

May 24, 2020

Worldwide Hardcopy Peripherals Market Declined 7.5% Year Over Year in the First Quarter of 2020, According to IDC

Think -- IDC - Worldwide shipments of hardcopy peripherals (HCP) contracted 7.5% year over year to 21.1 million units in the first quarter of 2020 (1Q20),...

May 24, 2020 09:49 PM

Korea memory chip output value up slightly in 1Q20, says Digitimes Research

Media -- DIGITIMES - The output value of South Korea's memory chip industry grew about 1% sequentially in the first quarter of 2020, thanks mainly to...

May 24, 2020 09:36 PM

US ecommerce sales jump 14.5% in Q1, but numbers are too early to show full coronavirus impact

Web Marketing -- Digital Commerce 360 - As the spread of the coronavirus in the United States picked up steam and signs of a growing global health and economic...

May 24, 2020 02:44 AM

May 22, 2020

The Pandemic Can Empower Us to Explore Part Substitution

Distribution -- TTI MarketEye - With the availability of passive components (along with just about everything else) thrown into total disarray with the global...

May 22, 2020 03:34 AM

ECIA Reports on 2019 Global Passive Component Market

Distribution -- ECIA - ECIA reports CY19 global passive sales (capacitors, inductors, and resistors) declined 13.7% in dollars and down 27.7% in units. Average selling price improved 19.3%. Units sales were 5.4 trillion units totaling $27.7 billion. Key changes between 2018 and 2019 for the major categories

May 22, 2020 03:29 AM

Components, Electronics Industries Continue to See Coronavirus Effects | Weekly Global Update for May 20, 2020

Distribution -- TTI MarketEye - Reporting on the struggling economy in Europe for the month of march, Japan's PMI and its steep decline in April, and a U.S....

May 22, 2020 03:23 AM

GaN RF market growing at 12% CAGR to over $2bn in 2025, driven by 5G infrastructure and defense applications

Media -- Semiconductor Today - The total gallium nitride (GaN) radio frequency (RF) market is rising at a compound annual growth rate (CAGR) of 12% from...

May 22, 2020 02:12 AM

May 21, 2020

Current pandemic slows down business development in German component distribution

Media -- Evertiq - German distribution of electronic components (according to FBDi e.V.) continues to decline in the first quarter of 2020. The order...

May 21, 2020 10:17 PM

Some positives among the COVID-19 gloom cannot disguise a hugely challenging year ahead for the UK connector industry

Media -- Components in Electronics - It has taken just a little under three months to turn what had the real potential to be a positive 2020 for the UK...

May 21, 2020 03:19 PM

May 18, 2020

Samsung, Globalfoundries to see growing threat from TSMC

Media -- DIGITIMES - TSMC has an over 50% of the global pure-play foundry market, and the establishment of its new US fab could pose a further threat...

May 18, 2020 03:47 PM

Global DRAM revenue drops slightly in 1Q20, says DRAMeXchange

Media -- DIGITIMES - Despite an up to 5% rally in DRAM ASPs, DRAM bit shipments were affected adversely by coronavirus lockdowns and the epidemic's impact...

May 18, 2020 03:42 PM

IT Spending Forecast: Unfortunately, It's Going to Hurt

Enterprise -- Information Week - Gartner is forecasting an IT spending decline of 8% in 2020 with devices as the hardest hit category. Public cloud spending,...

May 18, 2020 04:55 AM

U.S. Supply Execs Prepare Grim Forecast for 2020

Aspencore -- EPS News - U.S. purchasing and supply executives expect the nation's economic downturn will continue for the rest of the year as the Covid-19...

May 18, 2020 04:46 AM

Gartner: Three Prevaccine Scenarios For Supply Chain Leaders

SupplyChain -- Supply Chain Digital - COVID-19 continues to disrupt global supply chain networks, with 84% of organisations reportedly feeling the impact of...

May 18, 2020 03:52 AM

Global silicon wafer area shipments edge up in 1Q20

Media -- Evertiq - Worldwide silicon wafer area shipments rose 2.7% to 2,920 million square inches in the first quarter of 2020, compared with fourth-quarter...

May 18, 2020 03:44 AM

May 17, 2020

TSMC plans Arizona chip plant with U.S. officials pushing the move

Media -- FierceElectronics - WSJ report says officials are concerned that the U.S. relies too heavily on Taiwan, China and South Korea for semiconductors

May 17, 2020 08:48 PM

Covid-driven uncertainties make for difficult guesses

Media -- eeNews Europe - Slow demand, combined with general economic uncertainties, built a perfect basis for a weak beginning to 2020, only to...

May 17, 2020 08:43 PM

Components and labor shortages continue to haunt server supply chain

Media -- DIGITIMES - Despite clients' strong short lead-time orders, the server supply chain is currently facing shortages of both components and labor,...

May 17, 2020 08:31 PM

May 14, 2020

DMASS: Semi Sales Sag In Q1 2020

Distribution -- Disti Blog - Slow demand, combined with general economic uncertainties produced a slow start for the European component market in the first quarter...

May 14, 2020 07:00 PM

Why the Electronics Industry is Being Regulated

Aspencore -- EETimes - Last month I introduced this column with a question: have you ever wondered why governments are subjecting your designs - and therefore...

May 14, 2020 02:30 PM

Chip Forecasts Slashed Amid Pandemic's Grip

Aspencore -- EPS News - Grim global semiconductor forecasts agree on a pandemic-driven market contraction, with the only variable being how steep and for...

May 14, 2020 02:29 PM

China Recovers from February Manufacturing Plunge | Weekly Global Update for May 13, 2020

Distribution -- TTI MarketEye - Globally, PMIs saw a decline in all major countries, plus early signs of electronic equipment declining further among the release...

May 14, 2020 02:24 PM

As DRAM market enters period of price hikes, revenue drops

Media -- Evertiq - The DRAM market has changed from falling prices and rising shipment to rising prices and falling shipment, says DRAMeXchange, a research...

May 14, 2020 03:32 AM

May 13, 2020

North American Switch Market Sales Down 7%, Bookings Off 9% for First Half of 2019

Distribution -- TTI MarketEye - Total reported sales for all switch categories in North America for Q2 of 2019 were 5 percent below the previous quarter, and...

May 13, 2020 04:21 AM

May 11, 2020

TSMC Expected to Rebound in 2021 on AMD Gains

Aspencore -- EETimes - Taiwan Semiconductor Manufacturing Company (TSMC) is likely to see a strong rebound starting next year as fabless companies...

May 11, 2020 11:28 PM

Slashed Chip Forecasts Reflect Pandemic's Grip

Aspencore -- EETimes - Grim global semiconductor forecasts agree on a pandemic-driven market contraction, with the only variable being how steep and for how...

May 11, 2020 02:54 AM

May 10, 2020

Servers up 37% in 1Q on cloud/COVID, but global recession looms

Media -- FierceElectronics - Cloud providers favor white box server makers, but Dell EMC, HPE and IBM are benefiting by server sales so far in 2020. Chipmakers...

May 10, 2020 11:01 PM

Semiconductor industry to decline 4.2% due to COVID-19 pandemic

Media -- Electronics360 - The industrial and automotive markets are going to be hit hard while memory will decline only slightly.

May 10, 2020 11:00 PM

GlobalWafers expects flat shipment growth in 2Q20

Media -- DIGITIMES - Silicon wafer manufacturer GlobalWafers expects to post flat sequential growth in second-quarter shipments, and has expressed uncertainty...

May 10, 2020 10:50 PM

IDC: Global IT spending to decline 5% worldwide

Enterprise -- ChannelLife New Zealand - "Where there is growth, most of it is in the cloud" as infrastructure spending manages to rise among a sinking market.

May 10, 2020 08:41 PM

IDC: No recovery in sight for semiconductor market

Enterprise -- ChannelLife New Zealand - IDC forecasts that worldwide non-memory semiconductor revenue will decline by 7.2% in 2020.

May 10, 2020 08:41 PM

Global Non-Memory Semiconductor Revenue To Decline 7.2 Per Cent in 2020: IDC

Media -- ElectronicsB2B - Smartphones will continue to be the largest demand driver and will remain weak overall given the concentration in volumes...

May 10, 2020 03:15 AM