Woodstock Wire: Electronics Outlook

Media -- DIGITIMES - Revenue of the global DRAM memory market registered a sequential decline for the third consecutive quarter in the first quarter of 2023, according to TrendForce.

Distribution -- TTI MarketEye - The connector industry achieved sales in 1Q'23 of $21,179 million, down -0.1% in U.S. dollars compared to 1Q22, and up +5.0% sequentially.

Media -- Evertiq - TrendForce reports a dramatic 21.2% QoQ decline in Q1 revenues for the DRAM industry, bringing total revenue down to USD 9.663 billion.

Media -- Electronics360 - Supplyframe sees supply and demand coming more into historical norms.

Media -- DIGITIMES - IC distributor WPG Holdings expects flat or moderate sequential revenue growth in the second quarter of 2023, following an 18% decline in the first quarter. WPG's first-quarter consolidated revenue fell 31% on year to NT$144.7 billion (US$4.72...

Media -- DIGITIMES - Most IC design houses are generally uncertain about the prospects for the second half of 2023, as many end-market brand vendors and channel operators of consumer electronics products have expressed pessimism about demand in the second half.

Distribution -- TTI MarketEye - Smart LEDs and sensor technology are leading the way in customizing personal experiences in our homes, much like they're doing for productivity in many industries, which is leading to improved health, expanded living efficiencies, energy...

Media -- Electronics360 - The second quarter will see moderation.

Media -- DIGITIMES - SEMI, in collaboration with TechInsights, stated in a recent report that the present global semiconductor manufacturing industry contraction is expected to moderate in the second quarter of 2023 and give way to a gradual recovery beginning...

Media -- DIGITIMES - Passive component shipments have gained momentum, according to sources at upstream materials suppliers.

Media -- Passive Components News - Dennis Zogbi, Paumanok Inc. publishes on TTI Market Eye outlook on integrated passive components market trends, demand and technologies. The demand for thin film integrated passive devices is on the [...]

Media -- Passive Components News - Dennis Zogbi, Paumanok Inc. publishes on TTI Market Eye outlook on integrated passive components market trends, demand and technologies. The demand for thin film integrated passive devices is on the [...]

Media -- Electronics Sourcing - Capacity challenges persist

Thomas Smart discovers the biggest challenges facing independent distributors are inflation, lead times and component shortages.

Continued financial instability has been a major challenge recently faced...

Media -- Evertiq - Topping last year's record numbers, European components distribution ended the first quarter of 2023 with surprisingly strong sales numbers for both Semiconductors and IP&E (Interconnect, Passive and Electromechanical) components.

Media -- SemiMedia - According to the semiconductor industry report recently released by Market Intelligence & Consulting Institute (MIC), the global market is expected to decline by 3.1% in 2023. It is expected that the second half...

Media -- Components in Electronics - German components distribution made a huge push in the first quarter of 2023, with sales by distributors reporting to the FBDi reaching an impressive 1.51 billion in the January to March period, up 23.2% on the same quarter...

Media -- ElectronicsB2B - SIA announced that the first quarter of 2023 recorded chip sales of $119.5 billion. The report attributed the decline to market cyclicality and macroeconomic headwinds. Global semiconductor sales recorded a drop of 21.3% in the first...

Media -- SemiMedia - According to Bloomberg, U.S. chip imports rose 13% to $15.4 billion in the first quarter of this year.



The report pointed out that mainland China's chip exports to the United States decreased by 10.8% year-on-year...

Media -- DIGITIMES - WPG and Edom Technology both experienced sequential revenue declines in April, while WT Microelectronics, Answer Technology (ANStek), GMI Technology and Sunnic Technology & Merchandise saw slight month-over-month revenue increases.

Media -- Semiconductor Today - Global smartphone shipments totaled 268.5 million units in first-quarter 2023, down 11.1% on 302 million last quarter and 12.7% on 308 million a year ago, according to the latest Omdia smartphone preliminary shipment report...

Media -- DIGITIMES - With the semiconductor market in a downturn, Samsung Electronics and SK Hynix have seen their 1Q23 performances seriously affected. Although both companies are positive about a semiconductor market recovery in the second half of 2023, South...

Media -- DIGITIMES - A gradual recovery is expected to take place in the passive component market in the second half of 2023, according to circuit protection device specialist Thinking Electronic Industrial.

Media -- Evertiq - TrendForce's latest research indicates that, as production cuts to DRAM and NAND Flash have not kept pace with weakening demand, the ASP of some products is expected to decline further in 2Q23.

Media -- Source Today - Overcapacities and lessening demand will likely lead to an approximate 20% drop in the semiconductor industry this year.

Media -- SemiMedia - According to Gartner's latest report, global semiconductor revenue is expected to drop by 11.2% to $532.2 billion in 2023. In 2022, the semiconductor market totaled $599.6 billion, an increase of 0.2% over 2021.

Media -- Semiconductor Today - The compound semiconductor market was $38.552bn in 2022 and is rising at a compound annual growth rate (CAGR) of 6.1% to $61.911bn in 2030, forecasts a report published by P&S Intelligence. Growth is ascribed primarily to the rising...

Media -- DIGITIMES - Leading analog IC vendor Texas Instruments (TI) has seen its overall financial results for first-quarter 2023 meet its original financial guidance, but its observation is that macro market environment is still full of uncertainties, with the...

Media -- DIGITIMES - Wolfspeed posted a growing revenue and a widening loss. The US-based silicon carbide (SiC) substrate supplier also announced it had shipped its first 200mm SiC substrates from its new manufacturing plant at Mohawk Valley, New York last quarter.

Media -- DIGITIMES - Micron Technology has recently notified its distributors that starting in May, it will not consider any requests for DRAM and NAND flash quotes lower than the current levels, according to market sources.

Enterprise -- ZDNet News - Despite posting a record loss, SK Hynix expects lowered production output by memory chipmakers to start a rebound later in the year.

Media -- Evertiq - Global semiconductor revenue is projected to decline 11.2% in 2023, according to the latest forecast from Gartner, Inc. In 2022, the market totalled USD 599.6 billion, which was marginal growth of 0.2% from 2021.

Distribution -- TTI MarketEye - Learn about superconducting materials that have been discovered at both a temperature and pressure low enough for practical applications and their use in magnetic levitation (maglev) trains, magnetic resonance imaging (MRI) healthcare...

Distribution -- TTI MarketEye - Learn about the four downturns the connector industry has faced in the 21st century, starting with the Dot-Com bubble in 2001-2002 until the recent COVID-19 crisis, and what the prospects are of experiencing another economic slowdown in...

Distribution -- TTI MarketEye - Tantalum type capacitors represent a multi-billion dollar global ecosystem in support of advanced electronics. This global supply chain market update looks at molded chip tantalum capacitors and emerging configurations as well as raw materials,...

Media -- DIGITIMES - The Semiconductor Industry Association (SIA) has announced global semiconductor industry sales totaled US$39.7 billion during the month of February 2023, a decrease of 4% compared to the January 2023 total of US$41.3 billion and 20.7% less...

Media -- Passive Components News - North American March 2023 electronic component sales sentiment confirms misses expectations according to ECIA Electronics Components Industry Association Survey. The most recent results of ECIA's ECST survey show sales sentiment...

Distribution -- TTI MarketEye - Though December 2022 showed a decrease in global semiconductor and connector sales, 2022 recorded an overall annual growth in both industries. China's ongoing challenges with COVID, the U.S. ban on selling high-end AI chips to entities...

Media -- DIGITIMES - Memory chip prices are expected to bottom out and stop falling soon, with more suppliers optimistic about the market's prospects in the second half of this year, according to industry sources in Taiwan.

Media -- SemiMedia - According to Nikkei Asia, Japanese semiconductor distributors and EMS factories such as Sun-Wa Technos, Kaga Electronics, and Ryoyo Electro are accelerating overseas expansion in response to the continued shrinking...

Media -- DIGITIMES - The passive component industry may see a significant rebound in the second and third quarters of this year, according to Yageo, which believes that the worst is over.

Distribution -- Mouser Electronics Inc. - Mouser has broadened its line card by adding more than 170 new manufacturers in the last two years.

Distribution -- TTI MarketEye - The connector industry saw a new record for annual global sales in 2022, reaching $84.1 billion, with North America leading the way in growth rate. However, high inflation and price increases minimize some of that growth and most forecasts...

Distribution -- TTI MarketEye - It's been twenty years since RoHS, which regulates hazardous substances used in manufacturing, and WEEE, which regulates the disposal of the same products, became law in the EU. Learn about the progress that's been made with both directives...

Distribution -- TTI MarketEye - Technology is catching up with curiosity and demand in the emerging world of EV charging. Read how new methods are being used-like smart charging, wireless charging, mega-watt charging, improved battery technology and more-to increase...

Distribution -- TTI MarketEye - Learn the structure and specifics of the defense and aerospace electronics sector, particularly within the main passive components-capacitors, resistors and inductors-as well as the key areas of avionics, communications and navigation,...

Media -- DIGITIMES - TSMC's capacity utilization for 5/4nm process nodes, which will fall to about 75% in the first quarter of 2023, may drop below 70% in the second quarter, according to industry sources.

Media -- Evertiq - According to preliminary data from Gartner, global semiconductor revenue climbed 1.1% in 2022 to reach USD 601.7 billion, up from USD 595 billion in 2021. The top 25 semiconductor vendors collectively generated 2.8% more revenue in 2022, making...

Think -- Gartner - Worldwide semiconductor revenue increased 1.1% in 2022 to total $601.7 billion, up from $595 billion in 2021, according to preliminary results by Gartner, Inc.

Distribution -- TTI MarketEye - Semiconductor counterfeiting may be a thing of the past as new "unbreakable" product authentication methods emerge, like physically unclonable functions, quantum dots, AS6081 and artificial intelligence technology.

Distribution -- TTI MarketEye - Learn how from the first half of 2021 versus the first half of 2022 all market sectors except mil/aero, computers, peripherals and consumer products saw year-over-year sales increases and the top three market sectors by sales in the first...