Woodstock Wire: Electronics Outlook

Media -- SemiMedia - According to Nikkei Asia, Japanese semiconductor distributors and EMS factories such as Sun-Wa Technos, Kaga Electronics, and Ryoyo Electro are accelerating overseas expansion in response to the continued shrinking...

Media -- DIGITIMES - The passive component industry may see a significant rebound in the second and third quarters of this year, according to Yageo, which believes that the worst is over.

Distribution -- Mouser Electronics Inc. - Mouser has broadened its line card by adding more than 170 new manufacturers in the last two years.

Distribution -- TTI MarketEye - The connector industry saw a new record for annual global sales in 2022, reaching $84.1 billion, with North America leading the way in growth rate. However, high inflation and price increases minimize some of that growth and most forecasts...

Distribution -- TTI MarketEye - It's been twenty years since RoHS, which regulates hazardous substances used in manufacturing, and WEEE, which regulates the disposal of the same products, became law in the EU. Learn about the progress that's been made with both directives...

Distribution -- TTI MarketEye - Technology is catching up with curiosity and demand in the emerging world of EV charging. Read how new methods are being used-like smart charging, wireless charging, mega-watt charging, improved battery technology and more-to increase...

Distribution -- TTI MarketEye - Learn the structure and specifics of the defense and aerospace electronics sector, particularly within the main passive components-capacitors, resistors and inductors-as well as the key areas of avionics, communications and navigation,...

Media -- DIGITIMES - TSMC's capacity utilization for 5/4nm process nodes, which will fall to about 75% in the first quarter of 2023, may drop below 70% in the second quarter, according to industry sources.

Media -- Evertiq - According to preliminary data from Gartner, global semiconductor revenue climbed 1.1% in 2022 to reach USD 601.7 billion, up from USD 595 billion in 2021. The top 25 semiconductor vendors collectively generated 2.8% more revenue in 2022, making...

Think -- Gartner - Worldwide semiconductor revenue increased 1.1% in 2022 to total $601.7 billion, up from $595 billion in 2021, according to preliminary results by Gartner, Inc.

Distribution -- TTI MarketEye - Semiconductor counterfeiting may be a thing of the past as new "unbreakable" product authentication methods emerge, like physically unclonable functions, quantum dots, AS6081 and artificial intelligence technology.

Distribution -- TTI MarketEye - Learn how from the first half of 2021 versus the first half of 2022 all market sectors except mil/aero, computers, peripherals and consumer products saw year-over-year sales increases and the top three market sectors by sales in the first...

Distribution -- Disti Blog - European components distribution finished 2022 in record fashion as both semiconductors and IPE (Interconnect, Passive and Electromechanical) reported increases sales.

According to DMASS surprisingly strong semiconductor sales and normalising...

Media -- Electronic Engineering Journal - The wireless charging ICs are expected to reach a valuation of US$ 89.73 Bn by 2022 estimated to register the highest CAGR of 22.2% over 2022-2032. As electric vehicles (EVs) are one of the mainstream solutions for transportation,...

Media -- DIGITIMES - Global demand and supply of automotive semiconductors are expected to be in balance beginning at the end of the first quarter or the beginning of the second quarter of 2023, according to supply chain makers for automakers.

Media -- DIGITIMES - Drops in NAND flash ASPs are expected to be 10-15% in the first quarter of 2023 from 20-25% in the prior quarter, as "suppliers' production cuts take effect," TrendForce said in its recent report.

Media -- Evertiq - TrendForce's latest analysis of the NAND Flash market finds that most suppliers have already started to scale back production. Due to this development, the vicious cycle of suppliers undercutting each other has been brought under control to...

Distribution -- TTI MarketEye - Learn about the raw material supply chain for the ceramics and metals consumed in mass-produced passive electronic components and the price increases as they relate to recent supply disruptions in mass-produced parts.

Media -- DIGITIMES - South Korea's semiconductor production in November fell by the most since the global financial crisis, weighing on the nation's industrial output and pointing to a further cooling of overseas demand for tech components as the world economy...

Media -- DIGITIMES - TSMC is bracing for a nearly 15% sequential decline in first-quarter 2023 revenue, driven by falling capacity utilization rates at its fabs and wafer banks reaching new highs, according to industry sources.

Media -- SemiMedia - Dr. C. C. Wei, CEO of TSMC, said recently that semiconductor inventory reached its peak in the third quarter of 2022 and began to adjust in the fourth quarter. It is expected that the inventory adjustment will...

Media -- Evertiq - Industry association IPC announced the November 2022 findings from its North American Electronics Manufacturing Services (EMS) Statistical Program. The book-to-bill ratio stands at 1.38.

Media -- DIGITIMES - Weak demand for handset-use ICs will likely stretch into the early half of the third quarter of 2023, amid weak handset sales worldwide, particularly those of Chinese brands, according to sources from handset IC suppliers.

Media -- Electronics Sourcing - XTG's president and TTI's senior VP business development, Michael Knight, sets the scene for a supply chain rollercoaster ride culminating in a 2024 surge

Following...

Distribution -- TTI MarketEye - October 2022 semiconductor sales were down 4.6 percent from last year and connector sales increased slightly as most countries saw their economies bounce back from the first years of the COVID era. While worldwide inflation is affecting...

Aspencore -- EPS News - The close of 2022 looks undeniably grim for the electronics supply chain. Two U.S. indices in November - the PMI and component sales trends - fell to their lowest levels since May of 2020. The ECIA's components survey collapsed to 58.1, well...

Media -- Evertiq - Global semiconductor industry sales were USD 46.9 billion during the month of October 2022, a slight decrease of 0.3% compared to the September 2022 total of USD 47.0 billion and down 4.6% compared to the October 2021 total of USD 49.1 billion,...

Enterprise -- Storage Newsletter - Oversupply becomes inevitable with the worsening economic situation. Global semiconductor revenue is projected to decline 3.6% in 2023. In 2022, the market is on pace to grow 4% and total $618 billion, according to Gartner, Inc.'s...

Aspencore -- EPS News - It looks like the party's over for unprecedented chip demand, according to one analyst. The world's 10 largest foundries will see revenue decline in Q4 as weak demand slows chip consumption and inventories build, according to TrendForce. Revenue...

Media -- Evertiq - According to TrendForce's research, the total revenue of the global top 10 foundries rose by 6% QoQ to USD 35.21 billion for 3Q22 as the release of the new iPhone series during the second half of the year generated significant stock-up activities...

Distribution -- TTI MarketEye - After a very buoyant 2022 for nearly everyone in the electronics supply chain, how will 2023 perform regarding allocation, lead times, inflation, obsolescence and the US economy?

EPS NEWS -- The close of 2022 looks undeniably grim for the electronics supply chain. Two U.S. indices in November – the PMI and component sales trends – fell to their lowest levels since May of 2020. The ECIA's components survey collapsed to 58.1, well below the growth threshold of 100. The ISM's PMI declined to 49; readings below 50 indicate contraction.

Distribution -- TTI MarketEye - In November 2022, discrete inductor demand showed steep decline in lead times from prior months as global attempts to minimize inflation are impacting the high-tech economy, resulting in a substantial slowdown in lead times for all passive...

Media -- SemiMedia - According to Nikkei Asia, the global semiconductor market is expected to shrink by 4% to US$557 billion in 2023, the first annual contraction since 2019.

Media -- DIGITIMES - Inventory adjustments for commodity passive components will likely take a longer time than expected, prompting suppliers to shift their focus to high-end and niche-market device applications, according to industry sources.

Distribution -- TTI MarketEye - In this special edition of MarketEYE, TTI Americas President John Drabik looks ahead at the forecast for the electronic components industry for 2023.

Media -- Electronics360 - After record sales during a crippling chip shortage, a decline is coming.

Media -- Evertiq - Following strong a growth of 26.2% in the year 2021, the World Semiconductor Trade Statistics (WSTS) forecast a total size of USD 580 billion for the worldwide semiconductor market in 2022, i.e., up 4.4%.

Media -- SemiMedia - According to IC Insights' latest report, at the start of this year, semiconductor suppliers were enjoying a strong influx of orders due to robust post-Covid-19 economic activity. Booming demand pushed most wafer...

Media -- DIGITIMES - DRAM spot market prices have continued to fall but at a slower pace over the past month, with the price dropping by less than 10%, according to industry sources.

Distribution -- TTI MarketEye - Since resistor performance is a key indicator of the state of the global high-tech economy, this comprehensive market update shows the direction the electronics world is headed in the months ahead, like that resistor lead times will relax...

Media -- SemiMedia - According to the latest report from the Semiconductor Industry Association (SIA), 2022 will be a year of historic significance for the semiconductor industry, but the industry continues to face major challenges....

Media -- DIGITIMES - Worldwide semiconductor sales are forecast to drop 5% in 2023 after hitting a record high in 2022, according to IC Insights.

Media -- CNBC - Business - Semiconductor chip suppliers are among companies starting to send more cargo to trucks ahead of a potential freight railroad strike.

Think -- Gartner - Global semiconductor revenue is projected to decline 3.6% in 2023, according to the latest forecast from Gartner, Inc. In 2022, the market is on pace to grow 4% and total $618 billion.

Media -- DIGITIMES - TSMC's overall fab capacity utilization rate is estimated to fall to 80% in the first half of 2023, with the utilization for 7/6 nm process capacity to see a widening fall, 5/4nm capacity utilization to decline month by month starting next...

Media -- Evertiq - Total North American EMS shipments in October 2022 were up 14.9% compared to the same month last year. Compared to the preceding month, October shipments decreased by 2%.

Enterprise -- The ChannelPro Network - On the opening day of its annual ONE conference, execs Kirk Robinson and Paul Bay (pictured left to right) said the distributor will continue investing in strategic resources like its Xvantage "digital experience" despite economic...

Aspencore -- EPS News - Over its 60-year history, the IC industry is well known for its cyclical behavior. Looking back to the mid-1970s, there hasn't been a period where the IC market declined for more than three quarters in a row, according to IC Insights. Following...

Media -- Evertiq - Notably, the IC market has never shown more than three sequential quarters of decline.