The IC market has demonstrated “remarkable resilience” in the face of a pandemic-driven global economic downturn, reports IC Insights, with 21 of 33 IC product categories experiencing positive growth. Coming as no surprise, each of the top-five IC product categories in terms of sales all have ties to computing or communication applications. With estimated sales…
5G remains the electronics industry’s best hope to kickstart a global economy that’s been decimated by Covid-19. Although network rollout is far from uniform across the globe, supply analysts are beginning to form a picture of what the 5G supply chain will look like. As of March, 5G was live in 24 markets globally, according…
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…
A new front has opened in efforts to revive U.S. chip manufacturing as lawmakers propose billions of dollars in spending and tax incentives to promote technology innovation across the entire semiconductor ecosystem — from post-Moore’s Law basic research to advanced chip packaging. While the Trump Administration seeks to block China’s access to U.S. chip making…
Editor’s note: Our colleagues in China, Taiwan and other regions in Southeast Asia continue to report, from the ground, on the coronavirus’s impact on the electronics industry. ESMChina shared the following update. At least 30 countries around the world have declared a state of emergency, according to EPSNews sister publication ESMChina, as Covid-19 continues to…
The biggest 5G opportunity for the electronics supply chain — infrastructure — is also its biggest inhibitor, according to one industry expert. Base stations, towers and data processing centers require a lot of industrial electronics, but nobody — literally — wants them in their backyard. “2020 will be the year that 5G scales,” Qualcomm Inc. President…
After weathering tumultuous tides of volatility over the past few years, 2020 is shaping up to be a better year for supply chain managers, thanks to increased market predictability, especially for sourcing materials. Still, The best defense—and greatest offense—for managing dynamic markets, product complexity and unpredictable supply conditions is an Intelligent Digital Supply Chain that…
Xilinx Inc. is planning a future that does not include Huawei Technologies, CEO Victor Peng told analysts last week. The chip maker has not received the necessary approvals to ship products to the Chinese networking giant, which the U.S. government has deemed a security risk. Xilinx shipped $50 million worth of product to Huawei in…
Expectations for an upturn in electronics component demand have been pushed out to the second half of 2020, and the road to recovery passes directly through global trade policy, leading analysts say. The outlook for Q4 is grim as component demand deteriorates further, Morgan Stanley said in its Q3 distribution survey. “The narrative of a…
Industry experts polled in April were slightly more optimistic about electronic component demand, bookings and order cancellations than they were in March. Of roughly 20,000 global respondents to Technology Partners Consultants’ April survey, 29 percent expect a better Q2, versus 23 percent the prior month. “Based on our survey results and conversations with various supply…