Notebook PCB makers expect strong 4Q20

Taiwan-based notebook PCB specialists expect a stronger-than-ever fourth quarter this year, bolstered by persistent demand for notebooks supporting stay-at-home economy, according to industry sources.The world’s top-5 notebook brand vendors saw their combined shipments for the first eight months of 2020 rise 15% on year to 94.46 million units, according to statistics from Digitimes Research, which also forecasts their overall sales for the year to maintain roughly the same growth rate, as most upstream components suppliers and ODMs have expressed optimism about their shipments to the vendors in the months ahead.

Source: Notebook PCB makers expect strong 4Q20

Global Smartphone Shipments Expected to Drop Nearly 10% in 2020

FRAMINGHAM, Mass. August 27, 2020 — The worldwide smartphone market is forecast to decline 9.5% year over year in 2020 with shipments totaling 1.2 billion units, according to the International Data Corporation (IDC) Worldwide Quarterly Mobile Phone Tracke r. While the second quarter of 2020 (2Q20) resulted in slightly better than expected numbers, the market was still down 17% year over year with visible signs of economic concerns. On a positive note, IDC expects the smartphone market will return to a full recovery by 2022, and will achieve a compound annual growth rate (CAGR) of 1.7% over the five year forecast, largely driven by the assumption that smartphones will continue to be the computing platform of choice for most of the world.

Source: Global Smartphone Shipments Expected to Drop Nearly 10% in 2020, But a Strong 5G Push Is Expected to Bring the Market Back to Growth in 2021, According to IDC

Acacia sampling 100G QSFP-DD coherent pluggable module

Acacia Communications Inc of Maynard, MA, USA (which develops and manufactures high-speed coherent optical interconnect products) is sampling new 100G coherent pluggable solutions specifically designed for optimization in edge and access applications with unamplified links up to 120km.

Source: Acacia sampling 100G QSFP-DD coherent pluggable module

Lockheed Scales Back F-35 Program

Lockheed Martin is making significant scheduling changes to hold on to employees while dealing with supplier delays impacting the F-35 program as a result of the COVID-19 pandemic.

Source: Lockheed Scales Back F-35 Program | Manufacturing.net

ECIA: CY19 Global Passive Sales Decline 13.7% From 2018

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.

Source: ECIA: CY19 Global Passive Sales Decline 13.7% From 2018