Page 120 - PCMI Journal December 2020

Business Outlook: Global Electronics Industry Presented by: Walt Custer, Custer Consulting Group, US
20200912
Semiconductor Capital Equipment Shipments by Area
20.0 18.0 16.0 14.0 12.0 10.0
8.0 6.0 4.0 2.0 0.0
SEMI
$ Billions
ROW China Taiwan
S Korea N America Japan Europe
+26%
Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 20192020
Global Semiconductors, SEMI Capital Equipment & PMI
4.0 3/12 Rate of Change
3.5 3.0 2.5 2.0 1.5 1.0 0.5 0.0
3-Month Growth Rates
Global Semiconductor Shipments
Zero Growth
Global SEMI Eq Shipments
Global PMI^2
2009 2010 2011 2012
2013 2014 2015
2016 2017 2018 2019 2020
Sources: SIA; SEMI, Markit Economics
Issue 136 December 2020 PCMI Journal 120
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