Market News

BANNOCKBURN, IL – Current conditions have receded with Shipments Index, Orders Index, and Capacity Utilization Index all weakening in July, but at the same time, the outlook for shipments, orders, and utilization all improved per IPC’s July 2023 Global Sentiment of the Electronics Supply Chain Report.

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NEEDHAM, MA – Worldwide smartphone shipments declined 7.8% year over year to 265.3 million units in the second quarter, according to preliminary data from the IDC Worldwide Quarterly Mobile Phone Tracker.

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BANNOCKBURN, IL – Total North American PCB shipments in June 2023 were down 15.8% compared to the same month last year. Compared to the preceding month, June shipments were down 0.8%, according to IPC's monthly findings from its North American PCB Statistical Program.

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BANNOCKBURN, IL – Total North American EMS shipments in June were up 0.9% compared to the same month last year and up 4.3% compared to May, according to IPC's findings from its North American EMS Statistical Program.

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MILPITAS, CA – Worldwide silicon wafer shipments increased 2% quarter-over-quarter to 3,331 million square inches in the second quarter of 2023, down 10.1% from the 3,704 million square inches recorded during the same quarter last year, the SEMI Silicon Manufacturers Group (SMG) reported in its quarterly analysis of the silicon wafer industry.

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SAN FRANCISCO – Global sales of semiconductor manufacturing equipment by OEMs next year are forecast to bounce back from a projected contraction of 18.6% to $87.4 billion in 2023, SEMI announced in its Mid-Year Total Semiconductor Equipment Forecast. The expected 2024 recovery – to $100 billion – will be driven by both the front-end and back-end segments.

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