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Critical Subsystems Suppliers’ R&D Spend Holding Up

Despite a tough year for critical subsystem suppliers, their overall expenditure on R&D has remained at near record levels– evidence that critical subsystems are indeed critical to the semiconductor manufacturing equipment industry and that high R&D spending on these products is essential.

Chillers… A Surprisingly Hot Market

The market for chillers and heat exchangers used in semiconductor manufacturing equipment has more than doubled since 2014 and is expected to reach a total value of $383 million in 2019.

Semiconductor Industry Upturn by Early 2020?

Reports of 2Q’19 financials from all of the major OEMs in our 213 company global sample show that their electronic equipment sales declined 1.4 percent compared to the same quarter of last year.

Tough Times for Silicon Wafer Market Continue After Two Consecutive Quarters of Revenue Decline

The silicon wafer market got off to a rough start in 2019 with major silicon wafer manufacturers’ sales weakening in the first quarter of the year following a sharper memory market downturn than expected. Earnings forecasts for the rest of the year have been revised down.

Tempered Growth Forecasts and Longer Range Glimmers of Hope

The electronics markets (and global economies in general) remain fragile, but there is some glimmer of hope on the horizon.

As World Cycles Turn

Global business conditions remain uncertain but the electronic sectors appear poised for growth in late 2019 or early 2020. Normal seasonality will fuel short-term sales increases through late autumn but real growth is still a ways off.

Korea Expected to Maintain Equipment Spending Lead Over Other Regional Markets

Despite recent global economic uncertainties and a downbeat memory market outlook for the second half of 2019, new 300mm fab construction in Korea is still going strong.

Tide (Will Be) Turning

There is a glimmer of light at the end of the tunnel. But most electronic industry time series will likely struggle at least though autumn.

Size Matters … at Least in the Critical Subsystems Supply Chain

In March, the decline in week-over-year chip sales appeared to be slowing, providing a glimmer of hope for the beginning of a new cycle. However, the recent rapid escalation of the tariff war between the U.S. and China heaped more uncertainty on the industry and visibility continues to remain low. 

Timing of Next Upturn? A Forecast

The typical winter “seasonal slowdown” is now behind us. What can we expect as the year progresses?