Woodstock Wire: Electronics Outlook

Distribution -- TTI MarketEye - This week: Solving China's energy shortage may require a step backward; Vietnam looks toward recovery in manufacturing; automakers invest in battery manufacturing - and more electronics headlines from this week.

Distribution -- TTI MarketEye - Supercapacitors' advantages over traditional battery technology have been known for some time, but they are now making inroads into automotive and other transportation applications.

Media -- DIGITIMES - Uneven inventories across chipmakers will continue to challenge device vendors and OEMs in the fourth quarter of 2021, despite uncertainty emerging in demand visibility, according to sources at Taiwan-based IC and component distributors.

Media -- DIGITIMES - TSMC expects to post revenues of between US$15.4 billion and US$15.7 billion in the fourth quarter of 2021, which is a 4.5% sequential increase at the midpoint. Gross margin and operating margin for the quarter are estimated at 51-53% and...

Media -- Evertiq - Combined, China and Taiwan would hold about 37% of global IC capacity, almost 3 times that of North America. IC Insights discusses the current high tension environment between China and Taiwan and what it could mean for the IC industry.

Media -- ELE Times - China's auto sales slumped 19.6% in September from a year earlier, industry data showed on Tuesday, falling for a fifth consecutive month as a prolonged global shortage of semiconductors and a domestic power crunch disrupt production.

This...

Media -- DIGITIMES - The overall DRAM bit demand is expected to surge over 15% in 2022, but the growth will be less significant compared to this year, according to industry sources.

Media -- DIGITIMES - Judging from the status of the upstream supply chain, regional markets and the COVID-19 pandemic, Digitimes Research expects global smartphone shipments to increase 4.7% on year and arrive at 1.3 billion units in 2021 and will see on-year...

Media -- SemiMedia - According to Nikkei Asia, the Semiconductor Equipment Association of Japan (SEAJ) reported on the 11th that the strong demand for foundry, logic IC and memory chips has driven the sales of semiconductor equipment to continue to rise. Therefore,...

Media -- Semiconductor Engineering - Semiconductors are increasingly finding their way into a variety of medical devices, after years of slow growth and largely consumer electronics types of applications.

Nearly every major chipmaker has a toehold in health care...

Media -- DIGITIMES - Most Taiwan makers of passive components are conservative about their revenue performance for the fourth quarter of 2021 due to power cuts in China and the seasonality, according to industry sources.

Distribution -- TTI MarketEye - A compliance extension could impact electronics manufacturers, while changes in the U.K. will have bearing on imports of electronics and other goods from the European Union. Mike Kirschner gives the latest in his monthly report.

Distribution -- Converge - U.S. shipping port crisis, supply chain bottlenecks continue

The complex global supply chain system is being pushed past its limits. Between the global semiconductor chip shortage, logistics constraints, recent power restrictions in China,...

Distribution -- TTI MarketEye - Michael Schwert presents results of a recent survey of switch purchasers, with insights on the state of the market versus key indicators and an outlook for the near future.

Media -- Evertiq - A continued high demand and not enough capacity has seen the continuation of a very persistent chip shortage. But the question is, when can we expect this to end? Well, market intelligence provider TrendForce says it wont happen until the second...

Media -- SemiMedia - The Semiconductor Industry Association (SIA) recently announced global semiconductor industry sales were $47.2 billion in the month of August 2021, an increase of 29.7% over the August 2020 total of $36.4 billion and 3.3% more than the July...

Media -- DIGITIMES - The global semiconductor industry posted August sales of US$47.2 billion, up 3.3% sequentially, according to Semiconductor Industry Association (SIA).

Media -- Electronic Engineering Journal - I have lost count of the many times I've heard pundits and semiconductor execs say that the semiconductor industry has "finally" dispensed with the cyclic nature of the business. It must have been scores of times over the past 50 years.

Media -- DIGITIMES - The supply of NOR flash memory has been relatively tight compared to that of DRAM and NAND flash memory, and is expected to remain short of demand through 2022, according to industry sources.

Distribution -- TTI MarketEye - While tantalum capacitors remain the component of choice in many applications, current global conditions are straining the tantalum supply chain and extending lead times for these critical components. Dennis Zogbi looks at potential factors...

Aspencore -- EPS News - Several research firms describe the electronics market environment as "stable" entering the all-important calendar Q4. Lead times, for example, have leveled out, according to LevaData and the ECIA, and demand shows no sign of abating. However,...

Distribution -- TTI MarketEye - Ron Bishop analyzes global and regional connector sales figures, component types and market segments to help determine the top 10 connector manufacturers over the past year.

Media -- SemiMedia - According to supply chain, STMicroelectronics issued a notice to its customers yesterday, stating that it will increase the price of all STMicroelectronics products.



STMicroelectronics pointed out in its notice that the current semiconductor...

Media -- eeNews Europe - The chip shortage is continuing to hit car production and suppliers in Europe, Consulting firm Alix Partners has increased its projections, noting the car industry will produce 7.7 million fewer vehicles worldwide than it could...

Aspencore -- EPS News - IPC announced the August 2021 findings from its North American Electronics Manufacturing Services (EMS) Statistical Program. The book-to-bill ratio stands at 1.48.

Total North American EMS shipments in August 2021 were down 3.2 percent compared...

Aspencore -- EPS News - In 2001, there was so much excess component inventory in the supply chain that more than $13 billion worth of semiconductors alone was written down or off by component makers, distributors and customers. People still wince at the memory.

In...

Media -- CNBC - Business - The forecast is up by 91% from an updated forecast of $110 billion in May, according to consulting firm AlixPartners.

Tech -- ExtremeTech - The COVID-19 pandemic has driven tremendous growth in semiconductor sales, but questions abound about when the boom might fade and what happens to the market when it does. The analyst firm IDC has published its...

Media -- eeNews Europe - General Motors is planning to dramatically change its supply chain for chips as a result of the current shortages, but could well be storing up problems for the future.Rather than relying on Tier One suppliers, notably Magna and...

Media -- eeNews Europe - Counterfeit and sub-standard chips are a constant problem in the semiconductor supply chain but the situation has got worse as a chip shortage has taken hold globally, according to Nikkei.

In Japan Oki Engineering has opened a chip...

Media -- Evertiq - The latest analysis of the NAND Flash market from TrendForce finds that shipments have been below expectations for consumer electronics such as smartphones, Chromebooks, and TVs during this second half of the year. At the same time, demand remains...

Media -- eBOM - A new global survey found that electronics manufacturers continue to be harmed by the global shortage in semiconductors and other components, parts and materials, leading to production delays, increased material goods costs, and a cloudy industry...

Media -- DIGITIMES - DRAM contract prices will post a larger-than-expected drop in the fourth quarter of 2021, as spot prices have been fluctuating widely, according to market sources.

Media -- SemiMedia - According to Bloomberg, the amount of time it's taking for chip-starved companies to get orders filled stretched to 21 weeks in August, indicating the shortages that have crippled auto production and held back growth in the electronics industry...

Media -- Evertiq - Following the peak period of production in 3Q21, the supply of DRAM will likely begin to outpace demand in 4Q21, according to TrendForce's latest investigations.

Distribution -- TTI MarketEye - Counterfeiters are becoming more sophisticated in their efforts to dupe manufacturers, especially in times of long lead times and tight supply. Here's how technology is making it easier to verify that the parts you are using are legitimate.

Media -- Electronics360 - CASE will be a $318 billion market by 2035.

Media -- Evertiq - In view of the ongoing production capacity shortage in the semiconductor industry and the resultant price hike of chips, revenue of the top 10 IC design companies for 2Q21 reached USD 29.8 billion, a 60.8% YoY increase, according to TrendForce's...

Think -- IDC - IDC expects the semiconductor market to grow by 17.3% in 2021 versus 10.8% in 2020. According to IDC, the industry will see normalization and balance by the middle of 2022, with a potential for overcapacity in 2023...

U.S. News -- Leaders of the United States, Japan, India and Australia will agree to take steps to build secure semiconductor supply chains...

Distribution -- TTI MarketEye - Recently-analyzed data from switch sales and bookings in North America shows the financial impact on markets in the final quarter of 2020.

Media -- Electronics360 - Many vendors see unprecedented growth during the second quarter.

Media -- Evertiq - Powered by digital transformation and other secular technology trends, global semiconductor equipment investments for front end fabs in 2022 are expected to reach nearly USD 100 billion to meet soaring demand for electronics after topping a...

Aspencore -- EPS News - The challenges related to semiconductor and other component shortages will be with us for a considerable time, according to more than a dozen manufacturing executives. We asked these decision-makers and their partners about current issues;...

Media -- Evertiq - Capacitor, resistor and inductor markets all showed signs of increased demand in August 2021, with lead times for all three product lines reaching new heights.

Media -- eeNews Europe - Ursula von der Leyen, president of the European Commission, has proposed a European Chips Act to drive semiconductor infrastructure in the regionEuropean Commission president Ursula von der Leyen has said there will be a European...

Media -- SemiMedia - According to Nikkei Asia, the price of DDR4 8Gb in August fell 2% from July to about US$3.8 each, and the price of 4Gb products fell 2% to US$3.1 each. Even the DDR3 2Gb, which is in short supply, has stopped rising, and the current price...

Media -- DIGITIMES - Shortages of multiple ICs for handsets, notebooks and other consumer technology products have started easing, with some chipmakers already engaged in inventory correction, according to industry sources.

Media -- DIGITIMES - TSMC is forecast to see its revenue in the second half of this year grow 14% from the level in the first half, with revenue for all of 2021 set to represent a 24% on-year surge, according to IC Insights.

Distribution -- TTI MarketEye - Efficiency and durability advantages mean automakers are choosing LED technology more often for their designs. Here are some of the trends driving component selection in the automotive industry and a look at what the future might hold...