December Flash Purchasing Managers’ Indices

(Charts 1-6)

Markit Economics has released its December “flash” PMIs:
December vs. November by country/region (chart 1)

  • Historical Manufacturing PMIs by month:
  • USA (chart 2)
    • Eurozone (chart 3)
    • Germany (chart 4)
    • France (chart 5)
    •  Japan (chart 6)

Source: https://www.markiteconomics.com

European Production Update

Eurostat has released its October Electronic Production Indices by sector:

  • Annualized and 3-Month Growth by Sector (chart 7)
  • Historical Industrial Production by Month (chart 8)
  • Monthly production by product type:
    • Electronic equipment (chart 9)
    • Automotive Vehicles (chart 10)
    • Aircraft (chart 11)
    • Instruments (chart 12)
    • Electromedical (chart 13)
    • Communication (chart 14)
    • Semiconductor shipments vs. semiconductors (chart 15)
    • Loaded boards (chart 16)
    • Components and Boards (chart 17)
    • Wiring devices (chart 18)
    • PCBs (chart 19)
    • PMI leading indicator vs. PCBs (chart 20)

Source: Eurostat

Global Semiconductor Manufacturing Equipment Sales Projected to Grow

(Chart 22)

Global sales of semiconductor manufacturing equipment by original equipment manufacturers are projected to increase 16 percent compared to $59.6 billion in 2019 and register a new industry record of $68.9 billion in 2020, SEMI announced in releasing its “Year-End Total Semiconductor Equipment Forecast – OEM Perspective” at SEMICON Japan.

The growth is expected to continue with the global semiconductor manufacturing equipment market reaching $ 71.9 billion in 2021 and $76.1 billion in 2022.

Both the front-end and the back-end semiconductor equipment segments are expected to power the expansion. The wafer fab equipment segment – which includes wafer processing, fab facilities, and mask/reticle equipment – is projected to rise 15 percent to reach $59.4 billion in 2020, followed by 4 percent and 6 percent growth in 2021 and 2022, respectively.

The foundry and logic segments, which account for about half of total wafer fab equipment sales, will see a mid-teens percentage increase this year to reach $30 billion in spending driven by investments in leading-edge technologies. Spending on NAND flash manufacturing equipment will surge 30 percent this year, surpassing $14 billion, while DRAM is expected to lead the expansion in 2021 and 2022.

The assembly and packaging equipment segment are forecast to grow 20 percent to $3.5 billion in 2020, followed by 8 percent and 5 percent increases in 2021 and 2022, respectively, driven by advanced packaging applications.

The semiconductor test equipment market is expected to rise 20 percent in 2020, reaching $6 billion, and continue to expand in 2021 and 2022 on demand for 5G and high-performance computing (HPC) applications. China, Taiwan and Korea are projected to be the leading regions in spending in 2020.

Robust foundry and memory investment in China is expected to propel the region to the top of the total semiconductor equipment market for the first time this year. In 2021 and 2022, Korea is forecast to lead the world in semiconductor equipment investments on the back of a memory recovery and increases in logic investment.

SEMI reports that equipment spending in Taiwan will remain robust, powered by leading-edge foundry investment. Most other regions tracked will also see growth during the forecast period.

Source: www.semi.org

U.S. Industrial Production Up Slightly in October

(Chart 23)

U.S. industrial production climbed 0.4 percent in November following a downwardly revised 0.9 percent advance in October

Source: www.federalreserve.gov

Statements of fact and opinions expressed in posts by contributors are the responsibility of the authors alone and do not imply an opinion of the officers or the representatives of TTI, Inc. or the TTI Family of Companies.

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