Global Electronics Outlook: Future Recovery Hinges on COVID Activity 

Third quarter financial reports are just being released by publicly-traded companies. Based on still very limited data, here is our first very preliminary estimate of world electronic equipment growth:Global electronic equipment sales declined an estimated 6.7 percent in Q3 2020 versus Q3 2019; however, they increased 6.8 percent compared to Q2 2020 (charts 1 and 2)

Source: Future Recovery Hinges on COVID Activity | Weekly Global Update for October 28, 2020 | TTI, Inc.