11/16/2016 //
October monthly sales have just been released for Taiwan-listed companies, many of which manufacture in China:
Source: Company financials analyzed by Custer Consulting Group
As more companies in our survey have reported their 3Q’16 financials we have updated our third quarter sector growth estimates:
Note that all the companies in our survey have still not reported. Firms whose calendar quarter ends in October rather than September will report in the next few weeks. Large companies such as Applied Materials, Cisco, HP and Medtronic are among this group.
Therefore still treat the growth estimates above as estimates until all reporting is finished later this month.
Source: Company financials analyzed by Custer Consulting Group
Custer spoke at the Electronica tradeshow in Munich last week. His topic was “Business Outlook for the Global Electronics Industry (with emphasis on Europe).” Walt’s charts for this presentation are attached. They have been updated with the recent Taiwan/China and 3Q’16 global supply chain growth estimates.
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.