Spending aimed at technologies to support competitive positioning, rather than capacity expansion. Semiconductor suppliers raising prices to meeting profits goals. Most categories will decline 2% sequentially first half 2010.
Trends & Observations
Dissecting the 2010 worldwide semiconductor chip market forecast
Q1 sales to wireless communications market will be up 53% from same period 2009. Memory will be strongest segment during Q1. Global semiconductor revenue will rise 21.5% to $279.7 billion versus 2009 sales.
Read more
Little EMS presence at 2010 INTERNEPCON Japan
Majority of floor space is still reserved for circuit board assembling. Equipment manufacturers unable differentiate themselves. Attending EMS providers declining over the years.
Tech market segment inventories could spell hesitation
38.8 days average inventory. EMS inventory value up 6%, inventory days down 2. Value of semiconductor inventory up 6.6%. Component distributors inventory value up 8%.
Read more
Ford and Flextronics automotive EMS
By employing an EMS contract manufacturer, rather than a traditional automotive supplier, Ford is behaving like most modern consumer electronics firms, which predominately outsource the production and design of their products to …
Read more
EMS sector bounces back but uncertainties remain
The global electronics contract manufacturing industry is set to return to growth in 2010 after a painful 2009, but the market still faces major uncertainties this year. Worldwide revenue generated by the two segments …
Read more
Some consumer electronics markets recovering
Appliance market in emerging economies driven by households. Consumers favor flat panel displays. OEM LCD-TV largest dollar increase of any consumer electronics segment. Digitial infrastructure drives Asian market.
2010 Semiconductor capital spending, capacity forecast
Manufacturing run rates will drive total factory utilization to 87%. Global spending on semiconductor manufacturing equipment is expected to rise by 46.8%. Largest year-over-year increase in capital spending will be for memory products.
China consumer tech spending trends
Looking at LCD flat screen TV brands most likely to be purchased, consumers like Sharp and Sony (both 10%) most, followed by Samsung (8%), among the LCD TV brands. PC brands most likely to be purchased, consumers prefer Lenovo (20%), followed by HP (11%), unbranded computers (9%) and…Dell (7%).
Read more
