CES 2019 was held this week in Las Vegas and had over 4500 exhibiting companies and over 180,000 attendees. Over 6500 media and industry analysts attended (including yours truly of Semiconductor Intelligence). CES 2019 includes a broader industry than just electronics, which led to the show being renamed CES (previously… Read more“CES 2019 – New Era”
Slowing in 2019 for GDP and semiconductors
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. The major contributors the slowing growth are… Read more“Slowing in 2019 for GDP and semiconductors”
Electronics healthy but trade wars loom
Production of electronic equipment is healthy based on July and August data. China, the largest electronics producer, showed three-month-average change versus a year ago (3/12) of 13.8% in August. Growth for China has been in the 12% to 15% range since January 2017, picking up from the 8% to 11%… Read more“Electronics healthy but trade wars loom”
Semiconductor forecast update
Our Semiconductor Intelligence June forecast for semiconductor market growth was 16% for 2018 and 6% for 2019. We are keeping these numbers in our September forecast. Recent forecasts are all in the same general range. August forecasts from WSTS, Mike Cowan and IC Insights all round to 16% growth for… Read more“Semiconductor forecast update”