Page 96 - PCMI Journal December 2020

Business Outlook: Global Electronics Industry Presented by: Walt Custer, Custer Consulting Group, US
20200920
900
800
700
600
500
400
300
200
100
0 -100
Electronic Equipment Suppliers Composite of 213 Public Companies
Revenue, Net Income & Inventory
Revenue Income Inventory
-10.5%
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 20192020
Computer 13, Internet 13, Storage 17, Communication 30, SEMI 40, Medical 21, Instruments 16, Military 21, Business & Office 6, Consumer 21, Automotive 15
20201014
25
Electronic Equipment Sales
Quarterly Revenue Growth
3Q’20 data looks more promising
20 Estimate based
15 on
10 5 0 -5 -10 -15 -20
data through 10/20
213 OEM Composite Regional Data
-25 Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 20192020
213 OEM company sales composite
vs. Regional electronic equipment shipment model
Issue 136 December 2020 PCMI Journal 96
% Growth
Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1