Woodstock Wire: Electronics Outlook

October 25, 2020

Global IT spending to reach $3.8 trillion in 2021, Gartner predicts

Enterprise -- ZDNet Blogs - After a tumultuous 2020, the research agency is predicting that global spending on IT could be in a for a solid recovery in 2021.

October 25, 2020 02:51 AM

October 23, 2020

Shipments of 5G and Wi-Fi 6 chips still booming

Media -- DIGITIMES - Taiwan's IC suppliers still see strong order pull-ins for chips supporting production of 5G phones and Wi-Fi 6 network devices in the fourth quarter of 2020, according to industry sources.

October 23, 2020 03:18 PM

IC designers have mixed feelings about good sales of iPhone 12 series

Media -- DIGITIMES - Taiwanese IC design houses have mixed feelings about good sales of the new iPhone series, which could limit sales for 5G Android phones in the short term, according to industry sources.

October 23, 2020 03:18 PM

$3.82 Billion: Texas Instruments' Revenue Figures During Q3 2020

Media -- ElectronicsB2B - Texas Instruments' fourth quarter outlook is for revenue in the range of $3.41 billion to $3.69 billion Texas Instruments Incorporated (TI) has reported third quarter revenue of $3.82 billion. The company's net income in the quarter...

October 23, 2020 03:17 PM

Acer expects replacement demand to drive notebook market growth in 2021

Media -- DIGITIMES - Replacement demand from the consumer sector, in addition to Chromebooks, will be driving the overall notebook market growth in 2021, according to Acer chairman and CEO Jason Chen.

October 23, 2020 03:14 PM

October 22, 2020

DECLINE IN MANUFACTURING ACTIVITY SLOWED FROM JULY SLUMP BUT REMAINS WEAK - CBI

Media -- eBOM - Output volumes in the three months to October fell at their slowest pace since March 2020, according to the latest CBI quarterly Industrial Trends Survey. Output dropped in 10 out of 17 sub-sectors, with the headline decline driven by the aerospace...

October 22, 2020 08:30 PM

Taiwan IC design houses see clients continue stockpiling

Media -- DIGITIMES - Taiwan-based IC design houses continue to see their downstream clients including distributors stockpile aggressively, and plan to raise their quotes to constrain demand, according to industry sources.

October 22, 2020 08:24 PM

Strong Computing Growth, but IC Component Supply Tightens | Weekly Global Update for Oct. 21, 2020

Distribution -- TTI MarketEye - The International Monetary Fund published projections for 2020 and 2021, Europe's manufacturing update and more in the Weekly Global Update.

October 22, 2020 03:30 PM

October 21, 2020

SK Hynix holds second highest NAND market share via acquisition of Intel's NAND capacity

Media -- Evertiq - SK Hynix has announced today (Oct. 20) that it will acquire Intel's NAND Flash business and Dalian-based Fab 68, which is dedicated to 3D NAND Flash production, for USD 9 billion.

October 21, 2020 04:23 PM

The Impact of Chinese New Year on Electronic Component Lead Times

Media -- eBOM - In China, one of the most important national events is the Spring Festival. This annual event-also often referred to as Chinese New Year-falls somewhere between the end of January and the middle of February. In 2021, it is set to begin on February...

October 21, 2020 04:20 PM

TI sees auto semi market bounce back in third quarter

Media -- FierceElectronics - TI sees auto semi market bounce back in third quarter

October 21, 2020 04:15 PM

October 20, 2020

PC memory supply falls short of demand

Media -- DIGITIMES - The supply of PC memory chips and devices has already fallen short of demand, with the tight supply unlikely to ease until the first quarter of 2021, according to sources in Taiwan's memory industry.

October 20, 2020 07:31 PM

SK Hynix to acquire Intel NAND memory biz

Media -- DIGITIMES - Intel and SK Hynix have signed an agreement under which the latter would acquire the former's NAND memory and storage business for US$9 billion, according to the companies.

October 20, 2020 07:29 PM

Building Resilient, Fault-Tolerant Supply Chains

Distribution -- TTI MarketEye - Understanding the impact of natural disasters on the supply chain and building them in a preventative manner.

October 20, 2020 03:10 PM

October 19, 2020

Global Semiconductor Market Size To Reach $726.73 Billion By 2027 : Fortune Business Insights

Media -- ElectronicsB2B - It will exhibit a CAGR of 4.7 per cent during the forecast period One of the biggest challenges facing the semiconductor market growth is the on-going trade war between the United States and China The global semiconductor market...

October 19, 2020 03:58 PM

October 18, 2020

Data centre spending to hit $200b in 2021: Gartner

Enterprise -- CRN - IT research firm expects huge rebound starting in 2021.

October 18, 2020 10:19 PM

Global PC sales continue growth trajectory

Enterprise -- CRN - Gartner, IDC and Canalys reveal shipment numbers for Q3.

October 18, 2020 10:19 PM

NAND Flash ASP To Drop by 10%, SSDs by 10-15% in 4Q20

Enterprise -- Storage Newsletter - The memory market (including DRAM and NAND flash) is still in a state of oversupply in 4Q20, according to TrendForce, Inc.'s investigations. In light of recent US sanctions vs. Huawei, other smartphone brands have been actively stocking...

October 18, 2020 09:55 PM

Engineers Are Busy, But Happy With Their Jobs

Aspencore -- EPS News - Engineers aren't that different from procurement professionals -- they have more to do and less time to do it. And, like purchasing experts, they are happy with their jobs.

More than 1,400 engineers participated in a semi- annual survey conducted...

October 18, 2020 03:23 AM

Wafer Shipments Head for Record Increases

Aspencore -- EETimes - By the Numbers - Worldwide wafer shipments, as with most global IC market segments, are up and heading for record increases over the next 18 months, according to the latest in a series of rosy forecasts by a semiconductor industry group.

SEMI also...

October 18, 2020 03:21 AM

PC Sales Soared in Q3, Chromebook Shipments Up 90 Percent

Tech -- ExtremeTech - PC sales boomed in Q3 2020, driven by massive new demand in the education market and continuing strong sales in business and gaming segments. The coronavirus has fueled a tremendous surge in PC sales throughout 2020. Initially, demand was...

October 18, 2020 12:48 AM

October 16, 2020

How Amazon Business Stacks Up Against The Top Big 50 Distributors

Distribution -- Industrial Distribution - While few outside of Amazon know just how big Amazon Business really is, reliable estimates allow us to compare it against the largest industrial distributors.

October 16, 2020 04:41 PM

India's Electronics Industry: One Of The Fastest-Growing In The World

Media -- ElectronicsB2B - Global shifts in trade policies, like the US-China face-off, as well as the pandemic that has shown that dependence on one country for electronics raw materials can be a dangerous strategy, have given India a chance to step up....

October 16, 2020 04:08 PM

Semiconductor Industry Announces Research and Funding Priorities to Sustain U.S. Leadership in Chip Technology

Media -- EDACafe - Decadal Plan calls for $3.4 billion annually in federal R&D funding to address seismic shifts in chip technology and pave way for emerging ...

October 16, 2020 04:02 PM

"Global Trade in Electronic Component is Estimated to be US$2.1 Trillion"

Media -- ElectronicsB2B - IoT constitutes a major part of trade with US$800 Billion "India should focus on the component segment of IoT to up its global electronics trade market share of 3.3%" Currently, the electronics and hardware manufacturing industry...

October 16, 2020 03:59 PM

EU & U.S. Updates: No SCIP Reporting Delay, Lead as an SVHC - and More

Distribution -- TTI MarketEye - An update on Europe and U.S. environmental directives for materials.

October 16, 2020 03:48 PM

October 15, 2020

TSMC expects 2020 revenue to rise 30%

Media -- DIGITIMES - TSMC expects to post revenues of between US$12.4 billion and US$12.7 billion in the fourth quarter of 2020, which is a 3.4% sequential increase at the midpoint. Gross margin and operating margin for the third quarter are estimated at 51.5-53.5%...

October 15, 2020 04:40 PM

Highlights of the day: Apple likely to see significant sales for iPhone 12 family

Media -- DIGITIMES - Apple's new 5G smartphone series is expected to see significant sales momentum, with shipments for iPhone 12 devices standing a chance of hitting as many as 80 million units by the end of 2020, although the US vendor is looking to build an...

October 15, 2020 04:40 PM

Adoption of GaN fast chargers among consumer products to grow fast in 2021

Media -- DIGITIMES - The adoption of GaN-based fast charging devices among smartphones and other consumer technology products is expected to grow rapidly starting 2021, according to industry sources.

October 15, 2020 04:39 PM

Global silicon wafer shipments on track for growth

Media -- DIGITIMES - Global silicon wafer shipments are set to increase 2.4% on year in 2020 after falling 6.9% in 2019, with growth continuing in 2021 and 2022, according to SEMI.

October 15, 2020 04:14 PM

Signs of Strength in Global Manufacturing, Markets | Weekly Global Update for Oct. 14, 2020

Distribution -- TTI MarketEye - A look at rising PMIs, the market in China and Taiwan, a decline in North American PCB sales and more in the Weekly Global Update.

October 15, 2020 03:26 PM

October 14, 2020

Power Factor Correction (PFC) Capacitors: A Growth Market for 2021

Distribution -- TTI MarketEye - Exploring the different types of in-demand capacitors for Power Factor Correction (PFC).

October 14, 2020 07:45 PM

Memory module houses see demand in China disappoint

Media -- DIGITIMES - Despite a continued rally in memory spot market prices, channel distributors in China continue to see disappointing SSD and DRAM module sales, according to sources at memory module makers.

October 14, 2020 06:19 PM

Highlights of the day: Tight foundry supply to continue in 2021

Media -- DIGITIMES - Many IC components have been in short supply due to insufficient foundry support. Now foundry houses are asking their fabless IC clients to book well in advance for capacity for 2021 to make sure they have enough support. The components shortages...

October 14, 2020 06:18 PM

Global silicon wafer shipments on track for 2020 recovery and 2022 record high

Media -- Evertiq - Global silicon wafer shipments are set to increase 2.4% year-over-year in 2020, with growth continuing in 2021 and shipments reaching a record high in 2022, SEMI reported today in its annual silicon shipment forecast for the semiconductor industry.

October 14, 2020 06:16 PM

Taiwan IC design houses urged to book foundry capacity for 2021

Media -- DIGITIMES - Taiwan-based IC design houses are being advised by their foundry partners to place orders for 2021 in advance to ensure sufficient capacity, according to industry sources.

October 14, 2020 05:26 PM

October 13, 2020

COVID-19: An Unlikely Thread Tying the Climate to the Chip Market

Aspencore -- EETimes - The COVID-19 pandemic has pushed our economy and its participants to a stress level we've only seen a small handful of times throughout recorded history - the last being the Great Depression nearly 90 years ago. According to data from the International...

October 13, 2020 04:40 PM

Traditional PC Market Delivers Another Quarter of Double-Digit Growth in Q3 2020, According to IDC

Business Wire -- The traditional PC market (desktops, notebooks, and workstations) grew 14.6% year over year to 81.3 million units in Q3 2020, according to IDC.

October 13, 2020 03:33 PM

Nanya posts nearly 50% fall in 3Q20 profits

Media -- DIGITIMES - DRAM chipmaker Nanya Technology has reported net profit of NT$1.61 billion (US$56.4 million) for the third quarter of 2020, down 49.9% on quarter and 26.9% on year. EPS for the quarter came to NT$0.52.

October 13, 2020 03:30 PM

Overall iPad shipments to grow over 20% in 2020, says sources

Media -- DIGITIMES - Thanks to the coronavirus pandemic, Apple's overall iPad shipments are likely to experience an over 20% on-year growth in 2020, according to sources citing the supply chain's estimation.

October 13, 2020 03:30 PM

Taiwan IC design houses see orders pull in from China

Media -- DIGITIMES - Taiwan-based IC design houses are expected to enjoy a particularly robust fourth-quarter 2020, thanks to a strong pull-in of short lead-time orders from their China-based clients, according to industry sources.

October 13, 2020 03:29 PM

October 12, 2020

How Cybersecurity Leaders Can Understand the Value of Their Organization's Security Solutions

Infosec -- TripWire - The State of Security - "Gartner projections show the growth in cybersecurity spending is slowing. Cybersecurity grew at 12% (CAGR) in 2018, and it is projected to decline to only 7% (CAGR) by 2023. Gartner clients are also reporting that after...

October 12, 2020 03:07 PM

UMC, VIS see 3Q20 revenue hit record highs

Media -- DIGITIMES - Pure-play foundries United Microelectronics (UMC) and Vanguard International Semiconductor (VIS) both enjoyed another quarter of record-high revenue in the third quarter of 2020.

October 12, 2020 02:47 PM

IT component makers expect to see strong 4Q20 orders

Media -- DIGITIMES - IT component shipments are expected to grow in the fourth quarter of 2020 thanks to stable demand from stay-at-home activities and seasonality, according to sources from the upstream supply chain.

October 12, 2020 02:45 PM

Memory spot prices to rally through end-October, says Adata chairman

Media -- DIGITIMES - Memory spot prices have been rising with the rally set to continue until at least the end of October 2020, according to Simon Chen, chairman for memory module house Adata technology.

October 12, 2020 02:35 PM

Gartner says global data center infrastructure spending will grow 6% next year

Enterprise -- SiliconANGLE - Gartner Inc. has some welcome news for data center infrastructure vendors today, publishing a forecast that predicts spending in the industry to grow 6% globally next year. The growth will come as a result of businesses rebounding from...

October 12, 2020 12:28 AM

October 08, 2020

Weaker demand and falling prices

Media -- Electronics Sourcing - James Carbone, contributing editor



However, the analog chip market will bounce back in 2021 as both demand and prices increase.



Buyers can expect declining prices for analog ICs for the rest of the year and into 2021 because of overall...

October 08, 2020 11:50 PM

TSMC posts record September revenue

Media -- DIGITIMES - TSMC saw its September revenue hit a record high for the second consecutive month.

October 08, 2020 11:50 PM

Yageo, Walsin see capacity utilization stay above 80%

Media -- DIGITIMES - Passive component specialists Yageo and Walsin Technology have both seen their capacity utilization rates stay above 80%, and are confident they will see on-year shipment growths in fourth-quarter 2020, according to industry sources.

October 08, 2020 11:49 PM

New record of 2.7M work In factories - world robotics by IFR reports

Media -- Evertiq - The new World Robotics 2020 Industrial Robots report presented by the International Federation of Robotics (IFR) shows a record of 2.7 million industrial robots operating in factories around the world - an increase of 12%.

October 08, 2020 11:47 PM