Hot Takes

摘要

1.The worldwide bare board market will fall 5 to 6% year-over-year this year. China, the US and some Taiwanese fab-ricators will beat the market. Fabricator sales in 2019 rose 1.4% to $76 billion worldwide. Excluding sales of assembled boards by fabricators, the bare board market was around $70 billion, and drop to around $66 billion in 2020. (Dr. Hayao Nakahara, N.T. Information) 2.Worldwide sales of passive components declined 13.7% in dollars and 27.7% in units year-over-year in 2019. (ECIA) 3.Global shipments of PCs, tablets and mobile phones are on pace to decline 13.6% in 2020, totaling 1.9 billion units. (Gartner) 4.More than half (53%) of electronics industry product launches have been delayed or cancelled due to the pandemic. (Supply frame) 5.Electronics manufacturing directly supports more than 1.3 million US jobs, according to a new IPC report. 6.US imports of electronics increased 8.4% in 2019. 7.A comprehensive ranking of 100 China-based PCB compa-nies increased 13.1% year-over-year to RMB237 billion ($33. billion), CPCA said, with Pengding Holdings, Dongshan Precision, Jianding Technology, and Shennan Circuit all topping RMB10 billion ($1.4 billion). 8.The 2020 smartphone shipment forecast was lowered to 1.15 billion units, down 15.4% from 2019. (Digitimes Research) 9.The global tablet, notebook PC, desktop PC, and workstation market forecast has been lowered to 361 million units, down 12.4% for the year. (IDC) 10.Global shipments of yvearable devices grew 30% year-over-year during the first quarter to 72.6 million units. (IDC) 11.Global PC and tablet shipments will fall 7% year-over-year to 367.8 million units in 2020. (Canalys) 12.The worldwide smartphone market is forecast to decline 11.9% year-over-year in 2020, with shipments totaling 1.2 billion units.