Woodstock Wire: Electronics Outlook

December 11, 2019

Weekly Global Update for December 11, 2019

Distribution -- TTI MarketEye - This weekly global update includes reporting on Q3's growth and decline and predictions for Q4. The smartphone market is slowing...

December 11, 2019 09:11 PM

Global semiconductor equipment sales forecast

Media -- New Electronics - Global semiconductor manufacturing equipment sales are expected to drop 10.5 percent to $57.6 billion in 2019 from last year's...

December 11, 2019 06:58 PM

TSMC poised to post up to 5% revenue growth in 2019

Media -- DIGITIMES - TSMC is poised to post revenue growth of up to 5% on year in 2019, with sales for the fourth quarter set to meet its guidance range,...

December 11, 2019 05:23 PM

Consumer NAND flash prices rally in China

Media -- DIGITIMES - Consumer NAND flash memory prices in China have rallied about 3% since the end of November, showing signs of market stability, according...

December 11, 2019 05:21 PM

10 predictions for data science and AI in 2020

Media -- The Next Web - As we come to the end of 2019, we reflect on a year whose start already saw 100 machine learning papers published a day and its...

December 11, 2019 05:00 PM

North American Switch Market: Sales Down 3%, Bookings 8% Lower vs. Q4 2018

Distribution -- TTI MarketEye - Total reported sales for all switch categories in North America for Q1 of 2019 were 3 percent below the previous quarter and...

December 11, 2019 05:33 AM

December 10, 2019

The pulse of the electronics industry

Media -- Evertiq - Growth is slowing worldwide and the industry's outlook is less optimistic than in previous quarters, although it is still generally...

December 10, 2019 07:00 PM

Five Trends That Will Transform the Electronics Industry in the Next Decade!

Media -- eBOM - So, were coming to the end of the 2019 decade, and what and what an era it's been! This decade we've uncovered so many revelations within...

December 10, 2019 06:12 PM

TSMC revenues up in November, UMC and VIS down

Media -- DIGITIMES - Taiwan Semiconductor Manufacturing Company (TSMC) saw its November revenues increase 1.7% sequentially, while revenues at United...

December 10, 2019 06:10 PM

Semicon equipment makers to embrace bright prospects for 2020

Media -- DIGITIMES - With capital expenses by semiconductor firms in Taiwan and China set to regain expansion momentum in 2020, equipment supply chain...

December 10, 2019 06:10 PM

Manufacturers Expect Revenue & Profit Boost in 2020

Distribution -- EPS News - U.S. manufacturers are surprisingly upbeat about their prospects in 2020, anticipating growth in revenue, profitability, imports and...

December 10, 2019 05:48 PM

December 09, 2019

ecsn cagy on UK/Ireland 2020 Components Market

Distribution -- Disti Blog - Trying to forecast the electronic components market right now is a tough call, so the Electronic Component Supply Network (ecsn)...

December 09, 2019 04:48 PM

Semiconductor market suffers another plunge in 3Q19, says IHS

Media -- DIGITIMES - With revenues plunging by 14.7% in the third quarter, the global semiconductor market appears destined for a year of double-digit...

December 09, 2019 02:45 AM

Semiconductor market suffers another plunge in Q3

Media -- New Electronics - The global semiconductor market appears destined for a year of double-digit decline, despite some signs of growth in the critical...

December 09, 2019 02:44 AM

December 08, 2019

NAND flash to grow fastest in 2020, says IC Insights

Media -- DIGITIMES - NAND flash is expected to see the fastest growth in 2020 among all IC segments, according to IC Insights.

December 08, 2019 06:07 AM

WW NAND Flash Revenue Grows Quarterly 10% in 3Q19 to $11.9 Billion

Enterprise -- Storage Newsletter - According to the DRAMeXchange research division of TrendForce, Inc. 3Q19 NAND flash industrial revenue showed a nearly 15%...

December 08, 2019 04:26 AM

Gartner Identifies Five Emerging Technology Trends With Transformational Impact

Think -- Gartner - The 29 must-watch technologies on the Gartner Inc. "Hype Cycle for Emerging Technologies, 2019" revealed five distinct emerging technology...

December 08, 2019 03:38 AM

Global semiconductor sales increase in October

Media -- DIGITIMES - Worldwide semiconductor sales grew nearly 3% sequentially in October. However, sales posted an on-year decline for the 10th consecutive...

December 08, 2019 01:40 AM

North American PCB Industry Growth Continues and Outlook is Positive IPC Releases PCB Industry Results

Media -- eBOM - IPC - Association Connecting Electronics Industries(r) announced today the October 2019 findings from its North American Printed Circuit...

December 08, 2019 01:39 AM

Global Semiconductor Sales Increase 2.9 Percent Month-to-Month in October; Annual Sales Projected to Decrease 12.8 Percent in 2019

Media -- Following 2019 slump, industry forecast projects global market will rebound with moderate growth in 2020, 2021

December 08, 2019 01:36 AM

December 06, 2019

5G chip price to stay above US$100 in 1H20

Media -- DIGITIMES - 5G mobile SoC unit price will stay above US$100 in the first half of 2020, several times that for 4G solutions, as tight capacity...

December 06, 2019 10:13 PM

NAND Flash Leads Semiconductor Market Growth in 2020

Distribution -- EPS News - NAND flash will be the fastest-growing semiconductor product in 2020, with DRAM in third place, according to market research firm...

December 06, 2019 04:55 AM

Acquisition Strategies in the Passive Components Industry

Distribution -- TTI MarketEye - As we are fully involved in the final quarter of 2019, it's worth noting that many passive capacitor companies have large amounts...

December 06, 2019 04:54 AM

December 05, 2019

DRAM, NAND flash supply may see double-digit shortfalls in 2H20

Media -- DIGITIMES - The memory sector is expected to resume growth momentum in 2020 thanks to steady increase in demand for 5G and server applications,...

December 05, 2019 07:19 PM

UMC sees clear growth momentum for 5G in 2020

Media -- DIGITIMES - Taiwan's pure-play foundry UMC will see clear growth momentum in 2020 come from ever-increasing chips foundry demand for 5G applications,...

December 05, 2019 07:19 PM

Weekly Global Update for December 4, 2019

Distribution -- TTI MarketEye - A report on what caused the decline in European semiconductor distribution throughout Q319, where November Flash PMI indicators...

December 05, 2019 04:50 PM

Global 2Q19 NAND flash output sees 10% increase, says DRAMeXchange

Media -- DIGITIMES - The global NAND flash memory industry grew 10% in output value sequentially in the third quarter, when bit shipments registered a...

December 05, 2019 01:23 AM

December 04, 2019

Worldwide Spending on Augmented and Virtual Reality Expected to Reach $18.8 Billion in 2020, According to IDC

Business Wire -- Worldwide spending on augmented reality and virtual reality is forecast to be $18.8 billion in 2020, an increase of 78.5% over 2019, according...

December 04, 2019 06:07 PM

December 03, 2019

North American PCB industry growth continues

Media -- Evertiq - Sales and orders for the North American PCB companies in October continued to outpace last year. The book-to-bill ratio rose to 1.11.

December 03, 2019 10:03 PM

NOR flash supply likely to fall short of demand in 2020

Media -- DIGITIMES - The supply of NOR flash memory is likely to fall short of demand in 2020, with the gap estimated at up to 10%, according to industry...

December 03, 2019 09:54 PM

U.S. Manufacturing Contracts as Steel Tariffs Loom Large

Distribution -- EPS News - The U.S. manufacturing index contracted for the fourth straight month in November -- just as the Trump administration resurrected...

December 03, 2019 05:56 PM

December 02, 2019

Cellular IoT to hit five billion connections by 2025, with LTE/5G taking a quarter

EE -- Enterprise IoT Insights - The number of cellular IoT connections will reach five billion by the end of 2025, from 1.3 billion by the end of 2019,...

December 02, 2019 09:26 PM

German component distribution sees drop in orders and sales

Media -- Evertiq - German component distribution shrinks by 12.6% in third quarter 2019,according to the FBDi.

December 02, 2019 06:43 AM

Weekly Global Update for November 27, 2019

Distribution -- TTI MarketEye - Guest contributor Hans J. Friedrichkeit of PCB Network delves into LIDAR technology and its impact on multiple segments of the...

December 02, 2019 03:28 AM

Supply Chain Outlook 2020: Defining Competitiveness

Distribution -- EPS News - Supply chains, more than ever, play an important role in defining competitiveness. However,...

December 02, 2019 03:23 AM

German Disti Sales Tumble In Summer Quarter

Distribution -- Disti Blog - In line with the general components market and a troubled German economy, sales in the German component distribution business declined...

December 02, 2019 03:23 AM

Intel says chip supply for personal computers remains tight

Media -- Reuters - Business - Intel Corp said on Wednesday it was increasing its reliance on contract chip manufacturers to ramp up supply of chips used...

December 02, 2019 12:48 AM

Qualcomm says 5G rollout will be faster than 4G, projects 175 million to 225 million 5G handsets in 2020

Enterprise -- ZDNet News - Qualcomm also outlined how it will target adjacent market as 5G expands globally. IoT, compute, edge computing and cloud are key...

December 02, 2019 12:09 AM

November 29, 2019

Downward Pressure on Global Economy Has Softened

SupplyChain -- SCMR Editorial - The ongoing downbeat news on the global economy has left many supply chain managers uneasy of late, particularly those seeking...

November 29, 2019 10:19 PM

November 25, 2019

3Q19 NAND Flash revenue grows amidst resurging pre-peak season demand

Media -- Evertiq - 3Q19 NAND flash industrial revenue showed a nearly 15% growth of total bit shipment, owing to the seasonality-driven demand for products...

November 25, 2019 06:44 PM

US Businesses Tap The Brakes On Spending

Media -- PYMNTS.com - Economic uncertainty and fear of the unknown have prompted big businesses to pull the plug on investments and reduce spending, The...

November 25, 2019 05:27 PM

NA robotic orders show YoY growth

Media -- Evertiq - The Robotic Industries Association (RIA), part of the Association for Advancing Automation (A3), is citing North American robot unit...

November 25, 2019 12:33 AM

November 24, 2019

Semiconductor and Connector Sales Grew Month-Over-Month in September, But Still Down from 2018 Numbers

Distribution -- TTI MarketEye - The Semiconductor Industry Association (SIA) reported September sales of $35.6 billion, down 14.6 percent from the prior year...

November 24, 2019 07:17 AM

November 22, 2019

Samsung NAND flash bit supply growth to drop below 30% in 2020

Media -- DIGITIMES - Samsung Electronics' NAND flash bit supply growth is expected to drop below 30% and even 25% in 2020, down from 35-40% this year,...

November 22, 2019 06:40 PM

Demand for preemptive 3Q19 DRAM shipment rises

Media -- Evertiq - According to DRAMeXchange, demand-side inventory in 2H19 has returned to relatively healthy levels. Furthermore, some vendors pulled...

November 22, 2019 06:31 PM

Weekly Global Update for November 20, 2019

Distribution -- TTI MarketEye - An update on electronic component sales in China & Taiwan, why global electronic equipment sales improved in 3Q19, and a look...

November 22, 2019 05:50 PM

US Manufacturing Technology Orders Decrease in September, but Automotive Ticks Up

Distribution -- Industrial Distribution - Orders decreased 41 percent from September 2018, yielding a 10 percent decline in the first three quarters of 2019.

November 22, 2019 05:50 PM

DMASS: European Semi Sales Fall 8.9%

Distribution -- Disti Blog - DMASS reports a decline of 8.9% in semiconductor revenue in Q3/2019. Germany, France and Italy affected most. Discrete, MOS Micro...

November 22, 2019 05:49 PM