Global Semiconductor Sales Up 22.1% Y-T-Y in October

WASHINGTON—Dec. 5, 2024—The Semiconductor Industry Association (SIA) today announced global semiconductor sales hit $56.9 billion during the month of October 2024, an increase of 22.1% compared to the October 2023 total of $46.6 billion and 2.8% more than the September 2024 total of $55.3 billion. Monthly sales are compiled by the World Semiconductor Trade Statistics (WSTS) organization and represent a three-month moving average. SIA represents 99% of the U.S. semiconductor industry by revenue and nearly two-thirds of non-U.S. chip firms.

Source: Global Semiconductor Sales Increase 22.1% Year-to-Year in October; Annual Sales Projected to Increase 19.0% in 2024 – Semiconductor Industry Association

Report Projects U.S. Will Triple Semiconductor Capacity by 2032

A report from the Semiconductor Industry Association (SIA) estimates that the U.S. will triple its capacity for semiconductor manufacturing between 2022 and 2032. That time frame starts with the signing of the CHIPS and Science Act in August of 2022, which authorized $280 billion in federal funding for semiconductor manufacturing and research in the U.S. It included billions in manufacturing subsidies, tax credits, and workforce training, in an effort to reduce the nation’s reliance on importing semiconductors from China and Southeast Asia.

Source: New Report Projects U.S. Will Triple Semiconductor Capacity by 2032 | SupplyChainBrain

SEMI reports a 5% decline in global silicon wafer shipments for Q1 2024 

The SEMI Silicon Manufacturers Group (SMG) reported that global silicon wafer shipments declined by 5.4% quarter-over-quarter to 2,834 million square inches in the first quarter of 2024. This represents a 13.2% decrease compared to the 3,265 million square inches recorded in the same quarter of the previous year. Lee Chungwei, Chairman of SEMI SMG and Vice President and Chief Auditor at GlobalWafers, stated that the decrease in utilization of integrated circuit fabrication facilities and the adjustment of inventory resulted in negative growth for all wafer sizes in the first quarter of 2024. Polished wafer shipments experienced a slightly greater decline compared to EPI wafer shipments when comparing year-over-year figures.

Source: SEMI reports a 5% decline in global silicon wafer shipments for the first quarter of 2024 – Power Electronics News

Global Semiconductor Sales Decrease 4% in February 

WASHINGTON—April 6, 2023—The Semiconductor Industry Association (SIA) today announced global semiconductor industry sales totaled $39.7 billion during the month of February 2023, a decrease of 4.0% compared to the January 2023 total of $41.3 billion and 20.7% less than the February 2022 total of $50.0 billion. Monthly sales are compiled by the World Semiconductor Trade Statistics (WSTS) organization and represent a three-month moving average. SIA represents 99% of the U.S. semiconductor industry by revenue and nearly two-thirds of non-U.S. chip firms.

Source: Global Semiconductor Sales Decrease 4% Month-to-Month in February – Semiconductor Industry Association

North American PCB Industry Sales Up 4.5% in July

IPC announced the July 2022 findings from its North American Printed Circuit Board (PCB) Statistical Program. The book-to-bill ratio stands at 0.98.Total North American PCB shipments in July 2022 were up 4.5 percent compared to the same month last year. Compared to the preceding month, however, July shipments dropped 24.9 percent.

Source: North American PCB Industry Sales Up 4.5% in July

DMASS Optimistic Despite Q4 2020 Decline

Sales in the European Semiconductor Distribution Market fell by 3.8% to 1.86 Billion Euro in Q4 2020, show the latest figures from DMASS. The full year ended on sales of 7.72 Billion Euro, down 12.4%.

Source: DMASS Optimistic Despite Q4 2020 Decline – Disti Blog

Global Electronics Update for December 23, 2020

Markit Economics has released its December “flash” PMIs:December vs. November by country/region (chart 1)Historical Manufacturing PMIs by month:USA (chart 2)Eurozone (chart 3)Germany (chart 4)France (chart 5) Japan (chart 6)

Source: U.S. Industrial Production Rose in October | Weekly Global Update for December 23, 2020 | TTI, Inc.

Global Electronics Update for Dec. 16, 2020 

Third-Quarter Global Electronic Supply Chain Growth(Charts 1-4)Here are our “final” results for third-quarter global growth by sector:Composite of 213 global OEMs had sales decrease 0.3 percent in Q3 2020 versus Q3 2019 (chart 1)Growth by sector is given in chart 2Monthly world electronic equipment sales peaked seasonally at a record high in November (chart 3)Printed circuit shipments are likely to be near their seasonal peak (chart 4)Source: Company financial reports analyzed by Custer Consulting Group

Source: Forecasts Expect Ongoing Recovery in Q1 2021 | Weekly Global Update for Dec. 16, 2020 | TTI, Inc.

Global Electronics Update for Oct. 21, 2020 

The International Monetary Fund (IMF) just raised its regional GDP growth forecasts for 2020 and 2021 (charts 1-3). For the world, the IMF predicts a 4.4 percent global GDP decline this year followed by a 5.2 percent expansion next year.This economic turnaround won’t be easy and is dependent on being guided by good science, political leadership and popular acceptance.For a detailed discussion of the October IMF forecast, visit www.imf.org

Source: Strong Computing Growth, but IC Component Supply Tightens | Weekly Global Update for Oct. 21, 2020 | TTI, Inc.

Electronics Industry Outlook August 5, 2020 

Here is my initial, very preliminary estimate of second-quarter world electronic equipment and supply chain revenue growth:Electronic equipment sales declined 9.6 percent globally in Q2 2020 versus Q32 2019 (chart 1)Most electronic equipment sectors contracted (chart 2) with automotive down the most; semiconductor devices and their related capital equipment were more resilientPassive component shipments contracted 6 percent (chart 3)Combined EMS and ODM revenues grew 5.5 percent thanks to ODM strength in Asia (chart 4)Seven large domestically-based EMS companies had a combined 7 percent sales decline in Q2 2020 versus Q2 2019 (chart 5)

Source: Some Signs of Growth in the Industry | Weekly Global Update for August 5, 2020 | TTI, Inc.

Global Electronics Update for July 15, 2020 

Here are some recent global growth estimates by Custer Consulting Group based on our analyses of multiple data sources (as noted):Chart 1 shows our estimate of electronic equipment sales by region through June, based on regional dataChart 2 consolidates the sales in chart 1 to yield monthly total electronic sales; June 2020 was down 4.4 percent versus June 2019 and down 1 percent sequentially versus May 2019World semiconductor and semiconductor capital equipment shipment growth peaked on a 3/12 basis in May (chart 3) as the June global PMI leading indicator points to weaker growth short term (excluding normal seasonality)Chart 4 compares the quarterly global unit shipment of smartphones, personal computers, media tablets and digital cameras; recent mobile phone demand has been negatively impacted by the pandemic and economic recession, but computer and media tablet shipments rose due to “work at home” mandatesWorld PCB shipments are beginning their normal seasonal rebound (chart 5)

Source: Good News in the Computing, PCB Markets | Weekly Global Update for July 15, 2020 | TTI, Inc.

Global EMS Market Reaches $555 Billion in 2019

In 2019, the worldwide contract manufacturing (CM) services market increased nominally — by 2.5 percent in total revenue — resulting in combined EMS and ODM revenue of over $555 billion, an expansion of $13 billion from the previous year, according to New Venture Research. The Worldwide Electronics Manufacturing Services Market – 2020 Edition reports revenue growth from 2014 to 2016 had been essentially flat, but expanded dramatically in 2017 and 2018.

Source: Global EMS Market Reaches $555 Billion in 2019