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Challenging times ahead... PDF Print E-mail
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Written by Walt Custer & Jon Custer-Topai   
Wednesday, 16 July 2008

Component orders may be exceeding end market demand.

 
Challenging times ahead... PDF Print E-mail
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Written by Walt Custer & Jon Custer-Topai   
Wednesday, 02 July 2008

Component orders may be exceeding end market demand.

 
First quarter 12% global end market growth slowdown but no disaster on horizon PDF Print E-mail
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Written by Walt Custer & Jon Custer-Topai   
Thursday, 05 June 2008

Despite a predicted ‘near-recession’ global economy, first quarter world electronic equipment sales were up 12% (1Q’08 vs. 1Q’07)—but off 10% compared to 4Q’07.

 
Feeling a Little Bit Better about 2008 PDF Print E-mail
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Written by Walt Custer & Jon Custer-Topai   
Wednesday, 07 May 2008

The predicted ‘global slowdown’ became fact in early 2008 as a combination of normal seasonality, heavy snows in China, Asian New Year plant shutdowns and a weak economy combined to depress 1Q’08 electronic industry sales.

 
Seasonal downturn ending, but global economy remains weak PDF Print E-mail
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Written by Walt Custer & Jon Custer-Topai   
Wednesday, 02 April 2008

Electronic equipment growth has slowed worldwide—both due to normal post-holiday seasonality and a softer economy.

 
Sobering thoughts for 2008 PDF Print E-mail
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Written by Walt Custer & Jon Custer-Topai   
Wednesday, 12 March 2008

Recession fears continue in the USA following last summer’s housing/sub-prime mortgage mess, made worse by higher oil prices, and then accelerating as both consumer and business spending has been curtailed.

 
No sugar-coated forecasts, just the facts PDF Print E-mail
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Written by Global SMT & Packaging   
Thursday, 14 February 2008

Let’s call it like it is.

 
Seasonal winter slowdown has arrived - modest global growth in 2008 PDF Print E-mail
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Written by Global SMT & Packaging   
Thursday, 24 January 2008

We are now in the seasonal “slow period” – the trough between the Aug-Nov “holiday ramp-up” and the late spring “recovery.”

 
Global Markets: 2007/2008 market conditions PDF Print E-mail
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Written by Walt Custer and Jon Custer-Topai   
Friday, 21 December 2007

About $1.6 trillion of electronic equipment will be produced globally in 2007.

 
Market Update: Recovering at a slower pace: Holiday electronics’ purchases are key PDF Print E-mail
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Written by Walt Custer & Jon Custer Topai   
Wednesday, 07 November 2007

If consumer/business spending slows, the world electronic food chain will suffer. 

 
Solid first half but financial concerns prompt caution PDF Print E-mail
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Written by Walt Custer & Jon Custer-Topai   
Friday, 12 October 2007

2Q’07 global OEM sales grew 6% sequentially and 8% versus the same quarter last year.

 
Market Update: The bottom is behind us; positive vibes for 2H’07 PDF Print E-mail
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Written by Global SMT & Packaging   
Monday, 17 September 2007

The autumn busy season is around the corner, and it appears that we are also now in the early recovery phase of the next electronics business cycle.

 
Market Update: Soft landing in progress; seat belt sign still on PDF Print E-mail
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Written by Walt Custer   
Thursday, 16 August 2007

Based upon data through May it appears that the current world semiconductor business cycle has bottomed.

 
Market Report: Mid-year perspective PDF Print E-mail
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Written by Walt Custer & Jon Custer-Topai   
Thursday, 05 July 2007

Soft demand early, flat mid-year, growth returning in late 2007.

 
Market Report: Early 2007 review; outlook for next 18 months PDF Print E-mail
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Written by Walt Custer & John Custer-Topai   
Monday, 11 June 2007

The 11th semiconductor ‘business cycle’ since 1984 is somewhat anemic as 2007 appears to be decelerating to single-digit chip growth.

 
Market Report: ‘Perfect Storm’ zaps 1Q’07 global electronics sales PDF Print E-mail
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Written by Walt Custer & Jon Custer-Topai   
Friday, 11 May 2007
After a strong finish last year, the global electronics industry definitely cooled in early 2007.

 

 
Market Report: Blast of arctic air in early 2007...Warming trend this spring & summer? PDF Print E-mail
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Written by Walt Custer   
Tuesday, 10 April 2007

2006 finished on a high note: electronic equipment sales rose 8% in 4Q’06 vs. 4Q’05 based upon composite financials of a broad range of multinational companies.

 
Market Report: 2006 in hindsight; 2007 outlook PDF Print E-mail
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Written by Walt & Jon Custer   
Wednesday, 07 March 2007

The world produced about $1.5 trillion of electronic equipment in 2006 of which (based upon semiconductor consumption) 18.4% was electronically assembled in N. America, 16.4% in Europe, 19.0% in Japan and 46.2% in the rest of the world (primarily SE Asia).

 
Market Report: 2007 Looking Better Than Previously Expected! PDF Print E-mail
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Written by Global SMT & Packaging   
Wednesday, 07 February 2007

In spite of a 4Q’06 slowdown in personal computer production (due to a delay in Microsoft Vista and microprocessor shortages in Asia), global electronic equipment demand remained reasonably strong at year-end 2006.

 
Market Report: 2006 status & 2007 outlook PDF Print E-mail
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Written by Walt & Jon Custer   
Monday, 08 January 2007

Based upon 3Q’06 financial data from a broad range of companies in the global electronics ‘food chain’, we now have an updated, quantitative picture of 2006 business conditions.

 
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