Weekly Global Update for June 25, 2015
06/25/2015 //
Growth by Sector of World Electronics Industry with Detailed Financials
Custer Consulting Group tracks growth by sector of the world electronic supply chain by summing the revenues, net income and inventory levels of groups of companies producing similar products. This information is obtained from publicly traded companies’ quarterly or semiannual financial statements.
Chart 1 summarizes 1Q’15 global revenue growth by sector and Chart 2 details 2000 -2015 quarterly sales worldwide by electronic equipment type.
Chart 3 gives composite quarterly revenues, net income and inventories for 175 large global OEMs (electronic equipment makers), Chart 4 gives these 175 companies’ quarterly growth rates versus the same quarter a year earlier and Chart 5 provides their annualized (12/12) and 3-month (3/12) revenue growth rates.
Composite financial data and 12/12 and 3/12 growth rates by sector are given for:
- Business and Office Equipment (Charts 6 & 7)
- Automotive Equipment (Charts 8 & 9)
- Consumer Electronics (Charts 10 & 11)
- Military Equipment (Charts 12 & 13)
- Instruments and Control Equipment (Charts 14 & 15)
- Medical Equipment (Charts 16 & 17)
- Communication Equipment (Charts 18 & 19)
- Datacom ("Internet) Equipment (Charts 20 & 21)
- Computer Equipment (Charts 22 & 23)
- Data Storage Equipment (Charts 24 & 25)
- Semiconductor Fab, Test and Measurement Equipment (Charts 26 & 27)
- Passive Components (Charts 28 & 29)
- Solar/Photovoltaic Equipment and Materials Suppliers (Charts 30 & 31)
- Large U.S. Based EMS Companies (Chart 32) and Large ODM Companies (Chart 33)
- PCB Process Equipment Companies (Chart 34)
- Rigid and Flexible PCB Laminate (Base Material) Suppliers (Chart 35)
- PCB Material Suppliers (Chart 36)
- Global Growth of PCB Process Equipment, Laminate and Process Equipment companies from 2003 to present (Chart 37).
It should be noted that the above charts are based on companies that provide their financial information publicly. Obviously not all companies globally are counted but the reporting company sample is quite large. Custer Consulting Group updates this information on a continuous basis. Contact Walt (walt@custerconsulting.com) for details.
North American Semiconductor Equipment Industry May Book/Bill = 0.99 (Charts 38 & 39)
North America-based manufacturers of semiconductor equipment posted $1.56 billion in orders (3 month average basis) worldwide in May 2015 and a book-to-bill ratio of 0.99, according to SEMI.
May bookings were 0.8% lower than April 2015 and 11.0% higher than the May 2014.
The 3-month average of worldwide billings in May 2015 was $1.57 billion, 3.7% higher April 2015 and 11.6% higher than the May 2014.
"The May book-to-bill ratio slipped below parity as billings improved and bookings dipped slightly from April’s values," said Denny McGuirk, president and CEO of SEMI. "Compared to one year ago, both bookings and billings continue to trend at higher levels."
Walt D. Custer
Walt Custer is an industry analyst focused on the global electronics industry. Prior to forming Custer Consulting Group he was Vice President of Marketing and Sales for Morton Electronic Materials, a global supplier of specialty chemicals and process equipment for the PCB industry.
Custer has been a member of the IPC trade organization since 1975 where he received both the President's and the Raymond E. Pritchard Hall of Fame Awards. He is currently a member of the IPC Executive Market & Technology Steering Committee. Custer is also a Director of the EIPC European PCB trade organization.
He authors regular “Market Outlook” columns for Global SMT & Packaging magazine, the Journal of the HKPCA and the TTI MarketEYE website.