Page 135 - PCMI Journal December 2020
P. 135
Business Outlook: Global Electronics Industry Presented by: Walt Custer, Custer Consulting Group, US
Global Electronic Supply Chain Growth
20200920
Electronic Equipment Military Business & Office Instruments & Controls Medical Communication Internet (Datacom) Computer Data Storage
2Q’20 vs. 2Q’19
-40 -20 0 20 40
-11 -10
-24
-18
-11
-8
37
5 4
4 2
1
% US$ Change
-11
Automotive -35 Consumer
SEMI Equip (SEMI) Semiconductors (SIA) Passive Components PCBs Large EMS (excl Foxconn)
ODM Process Equipment Materials Rigid & Flex Laminate
-12 -12
-15
30
-7
US$ equivalent at fluctuating exchange; based upon industry composites including acquisitions
In Conclusion
Issue 136 December 2020 PCMI Journal 135
