Woodstock Wire: Electronics Outlook

Media -- Evertiq - While major OEMs such as Apple and Samsung prepare to release their new notebook computers, tablets, and TVs that are fully equipped with Mini LED backlights this year, various companies in the LED supply chain began procuring Mini LED chips...

Media -- DIGITIMES - As demand for semiconductor products has continued picking up, their supply has also grown tighter. Foundries' supply of automotive MCUs, storage controller chips and power management ICs has already fallen short of demand by 25-40%, while...

Media -- SemiMedia - According to insiders in the passive component supply chain, Murata's MLCC lead time has recently begun to extend. In order to increase inventory and ensure sufficient inventory supply to customers, at present, some distributors have proposed...

Media -- DIGITIMES - Pure-play foundries have seen their supply for automotive ICs, including MCUs, storage controller chips and power management ICs, fall short of demand by 25-40%, according to industry sources.

Media -- DIGITIMES - Strong demand for notebooks driven by the stay-at-home economy in the wake of the coronavirus outbreak has undermined shipments of conventional desktops, but sales in the PC DIY market has remained robust, according to sources from the upstream...

Media -- eeNews Europe - The global chip market grew by 7.3 percent in 2020, shrugging off Gartner's gloomy forecast that the market would fall due to the Covid-19 pandemic.The 2020 market ended up 7.3 percent at $449.8bn (€372.2bn) despite the Covid-19...

Media -- DIGITIMES - Taiwan-based resistor maker Ralec, a subsidiary of Chilisin Electronics, has stopped its distributors in the Greater China region from accepting new thick-film chip resistor orders because of overwhelming demand.

Media -- DIGITIMES - Both TSMC and UMC are expected to sustain full capacity utilization for 28nm manufacturing process at their 8-inch and 12-inch fabs throughout third-quarter 2021, with gross margins from the mature node hitting new highs and clients' race...

Enterprise -- ZDNet Blogs - According to IDC, PC shipments came to 302.6 million units in 2020, showing 13.1% growth over the previous year.

Enterprise -- CRN-UK - Analysts praise commitment of channel and PC industry during COVID pandemic



The PC market has recorded its highest shipment figures in a decade according to analysts IDC and Canalys.

After years of either decline of flat growth,...

Think -- Gartner Blog Network - Semiconductor revenue topped $449 billion in 2020, not quite hitting its 2018 high but still up 7.3% on 2019. Revenue from Chromebooks, tablets and smartphones made up for the decline in automotive and industrial, but it was memory...

Media -- eeNews Europe - Car makers across the world are having to shut plants and reduce production as a result of chip shortagesChip shortages have hit car makers around the world, with production in Europe and the UK hit.

eeNew Automotive highlighted...

Media -- ElectronicsB2B - The report added that the company will reduce production in Bremen, the Handelsblatt daily reported citing unnamed company sources Recently, Volkswagen and its subsidiary Audi said that they would temporarily cut production and...

Distribution -- TTI MarketEye - A look back at the European switch components market in Q1 of last year finds strong performance over the previous quarter.

Tech -- NY Times Technology - Carmakers can't buy the semiconductors they need because home electronics are taking all the supply.

Media -- eeNews Europe - Car makers across the world are having to shut plants and reduce production as a result of chip shortages

Chip shortages have hit car makers around the world, with production in Europe and the UK hit.

eeNew Automotive highlighted...

Media -- DIGITIMES - Following a decline of 12% in 2019, worldwide semiconductor revenue rebounded in 2020 to total US$449.8 billion, an increase of 7.3% from 2019, according to preliminary results by Gartner.

Media -- eeNews Europe - The bottlenecks in the supply of semiconductor components are widening: Now Daimler (Mercedes) and Audi are also experiencing production disruptions because not enough chips are being delivered.



According to various media reports,...

Media -- DIGITIMES - TSMC expects to post revenues of between US$12.7 billion and US$13 billion in the first quarter of 2021, which is a 1.3% sequential increase at the midpoint. Gross margin and operating margin for the quarter are estimated at 50.5-52.5% and...

Media -- DIGITIMES - Five big acquisition announcements and more than a dozen smaller deals in 2020 pushed the total value of M&A agreements in the year to an all-time high of US$118 billion, surpassing the previous record of US$107.7 billion reached in 2015,...

Media -- DIGITIMES - Samsung Electronics may initiate price cuts on its NAND flash chips as early as the end of the first quarter of 2021, which may trigger a price war among major NAND flash chipmakers, according to industry sources.

Distribution -- TTI MarketEye - Electrical and electronic fuses represented an approximately $2.2 billion market in 2020. Dennis Zogbi details the major aspects of this market and what to expect in the future.

Media -- DIGITIMES - With Intel ramping up its 10nm Ice Lake Xeon server processor output, Taiwan's server makers have turned optimistic about their shipment prospects for 2021 and may embrace the strongest-ever first quarter in the year also bolstered by continued...

Distribution -- TTI MarketEye - Impacts of Lixing fab power outage detailed; trends to watch at CES 2021; DRAM and NAND controller prices to rise in 2021; and more of the week's technology headlines.

Media -- DIGITIMES - DRAM contract market prices have risen 5-10% in the first quarter of 2021, and will continue their rally in the second quarter, according to sources at memory module makers.

Media -- DIGITIMES - Global smartphone shipments suffered an annual 8.8% decline to 1.24 billion units in 2020, as the rampage of the coronavirus pandemic crippled handset demand and shipments, Digitimes Research has found.

Tech -- ExtremeTech - The ongoing semiconductor shortage isn't just hitting big-name tech companies like AMD, Intel, and Nvidia. According to multiple automotive manufacturers, the general manufacturing problems hitting the industry are now meaningfully slowing...

Tech -- ExtremeTech - Analytics firms like IDC and Canalys have released their sales projections for the PC market for both Q4 2020 and the full year. The COVID-19 pandemic of 2020 has driven a huge increase in PC sales over the past 12 months. While these impacts...

Media -- DIGITIMES - Semiconductor equipment and materials distributors including Wah Lee Industrial and Niching Industrial have seen clear order visibility for specialty chemicals, equipment components, substrates and packaging materials through first-half 2021,...

Media -- ELE Times - The crackdown on Chinese imports and rising raw material prices are forcing Indian companies to increase the prices of electronic goods and appliances, especially since the demand for TV sets and laptops are high all over the world.

Media -- SemiMedia - According to a Nikkei recent report, Samsung Electronics is expected to invest more than US$30 billion in its semiconductor business in 2021 to stabilize its memory chip production capacity and expand its foundry business.

Media -- eeNews Europe - Jay Alexander, CTO at Keysight gives his predictions for 2021, from AI and 5G to quantum technology, healthcare and driverless carsThe impact of a hybrid workforce on technology development, design and deployment will be addressed...

Justmeans -- Keysight's 2021 predictions lay out the shape-shifting business operations and technology trends that are unfolding through the lens of the pandemic, the effects of which will continue to have lasting effects on organizations...

Think -- IDC - The China smart device market has experienced a series of technological changes, ecosystem changes, and user upgrades over the past decade. Over the next decade, this market will face a new round of disruptive development....

Think -- IDC - Global PC shipments grew 26.1% year over year to 91.6 million units in the fourth quarter of 2020, according to IDC.

Media -- DIGITIMES - NAND flash memory controller specialist Phison Electronics has just raised quotes for its products by 15-20% to reflect tight supply and increased manufacturing costs, and may determine whether to further hike prices in March-April, according...

Media -- SemiMedia - According to Nikkei News, Honda Motor will reduce vehicle production due to the shortage of semiconductors.



The report pointed out that Honda Motor will first reduce production of about 4,000 vehicles this month. This change will mainly...

Media -- DIGITIMES - Pure-play foundries United Microelectronics (UMC) and Vanguard International Semiconductor (VIS) both saw their revenues hit all-time highs in 2020.

Media -- FierceElectronics - Chip shortages hit even as auto chip sales climb

Media -- CNBC - Business - The production disruptions highlight a growing concern for the global automotive industry in 2021.

Media -- Semiconductor Today - Driven by applications such as advanced driver assistance systems (ADAS), autonomous vehicles (AVs), industry, deliveries and smart cities, the light detection & ranging (LiDAR) market is rising at a compound annual growth rate (CAGR)...

Media -- Electronics360 - Stay-at-home orders fuel increased spending on computer monitors, gaming components and networking equipment.

Media -- Evertiq - Owing to the stay-at-home economy brought about by the COVID-19 pandemic in 2020, not only did yearly notebook computer shipment surpass 200 million units for the first time ever, but the 22.5% YoY growth was also the highest on record, says...

Media -- DIGITIMES - IC Insights has forecast that China-produced ICs will represent only 19.4% of the country's IC market in 2025, a fraction of the country's "Made in China 2025" goal of 70%.

Media -- SemiMedia - IC Insights released the latest report yesterday and published its outlook on China's semiconductor industry in the next 5 years.



IC Insights pointed out that, A very clear distinction should be made between the IC market in China and indigenous...

Media -- ElectronicsB2B - South Korea's chip exports are projected to increase 10.2 per cent on-year to $109.3 billion in 2021 Yonhap news agency said that local research institutions have predicted that exports of memory chips are expected to increase about...

Media -- Electronics Sourcing - Electronics buyers will face longer lead times and some shortages in the first quarter, but it is unclear how long unfavorable buying conditions will last.

Non-franchised distributors say there...

Media -- DIGITIMES - Worldwide sales of semiconductors reached US$39.4 billion for the month of November 2020, up 7% on year and 1.1% sequentially, according to SIA.

Media -- ElectronicsB2B - Regionally, sales increased on a year-to-year basis in the Americas (12.5 per cent), China (6.5 per cent), Asia Pacific/All Other (6.5 percent), and Japan (5.1 per cent) The Semiconductor Industry Association (SIA) announced that...

Media -- Design And Reuse - Global Semiconductor Sales Increase 7 Percent Year-to-Year in November