TAIPEI — Publicly traded PCB fabricators reported revenue fell 2.26% sequentially in October but rose 14.4% year-over-year, TPCA said.
Both rigid and flexible boards saw a slight decline in revenue compared to September, but the demand for some products is relatively strong, and the overall PCB industry is still seeing growth compared to last year.
TPCA statistics show that the revenue of hard board/carrier board in October decreased by 3.11% from September but increased by 8.62% year-on-year, and the accumulative revenue in the first ten months increased by 19.38% year-on-year.
According to TPCA's discussions with PCB industry leaders, this year's peak season for the electronics industry was not as strong as previous years with the kickoff of the World Cup, weak Christmas sales, low popularity of the latest iPhone, as well as Chinese blockades and logistics issues all affecting customers' purchases.
The industry believes, with the exception of a few products with relatively strong demand, such as IC substrates, HDI, server boards, automotive boards, etc., the peak of the third quarter has generally passed, and the industry will be entering its off-season in the fourth quarter. The forecast remains weak for the first quarter of 2023, and industries are looking to the second quarter for signs of a rebound, TPCA said.
BANNOCKBURN, IL — Total North American PCB shipments in October were up 9% compared to the same month last year and were down 13.3% compared to last month, according to the IPC's findings from its North American Printed Circuit Board (PCB) Statistical Program. The book-to-bill ratio stands at 1.07.
BANNOCKBURN, IL — Total North American EMS shipments in October were up 14.9% compared to the same month last year and were down 2% compared to last month, according to the IPC's findings from its monthly North American Electronics Manufacturing Services (EMS) Statistical Program. The book-to-bill ratio stands at 1.29.
STAMFORD, CT — Worldwide PC shipments totaled 68 million units in the third quarter, a 19.5% decrease from 2021, according to preliminary results by Gartner.
MILPITAS, CA ─ Global silicon wafer shipments are projected to increase 4.8% year-over-year in 2022 to a record high of nearly 14,700 millions of square inches (MSI), SEMI reported in its annual silicon shipment forecast for the semiconductor industry.
SEMI said growth is expected to temper in 2023 due to challenging macroeconomic conditions but is forecast to rebound in the years that follow on strong demand for semiconductors used in data center, automotive and industrial applications.
NEEDHAM, MA – Worldwide smartphone shipments declined 9.7% year over year to 301.9 million units in the third quarter, according to preliminary data from the International Data Corporation (IDC) Worldwide Quarterly Mobile Phone Tracker.
The drop marks the largest-ever third quarter decline and the fifth consecutive quarter of decline for the smartphone market as shipments continue to struggle amidst weakened global demand and economic uncertainties.
"A majority of the decline came from emerging markets where lack of demand, rising costs, and inflation impacted consumers with lesser disposable incomes," said Nabila Popal, research director with IDC's Worldwide Tracker team. "With high inventory coming into the quarter, shipments and orders by OEMs were further reduced in an attempt to deplete inventory. Although Chinese vendors continue to suffer the most, all vendors were impacted, including Samsung and Apple. While Apple is the only vendor to deliver positive growth this quarter, it still faced challenges as its growth was stunted in many markets, including China, due to the poor macroeconomic situation. Looking to 2023, the market's expected recovery, which we continue to believe will happen, will be pushed further into the year. Moreover, we now expect a steeper shipment decline for 2022 and a softer recovery in 2023."
From a regional standpoint, all regions except for Central and Eastern Europe are expected to decline in the third quarter and for the entire year. Previous expectations for China should remain relatively unchanged at a decline of just over 12% for the quarter. Given the size of China, that has a significant impact on the global results. Developed markets like North America, Western Europe, and Japan will do moderately better, but this still implies low to mid-single-digit declines. Emerging markets in Asia/Pacific, Latin America, the Middle East, and Africa should see a more significant double-digit declines.
"We're seeing some unique dynamics unfold across the globe regarding smartphone sales," said Ryan Reith, group vice president with IDC's Worldwide Mobile and Consumer Device Trackers. "Developed markets that often sell more premium devices are faring better than emerging markets where smartphones sell for a fraction of the cost. We believe this is largely supported by the expansion of installment plans offered through telcos, retail channels, and even direct from vendors. Promotional activity around trade-in offers also supports that shift. However, as we look toward next year and beyond, if the global market is going to grow, it will need a strong recovery in emerging markets to make that happen."
Despite the challenging environment, vendor positioning did not change from last quarter. Samsung held the top spot with a 21.2% share, Apple came in second with a 17.2% share, while Xiaomi came in third with a 13.4% share. vivo and OPPO ended the quarter tied for the fourth position, each with 8.6% share. Except for Apple, all the top vendors suffered year-on-year declines, but while Samsung and Xiaomi registered single-digit declines, vivo and OPPO continued to suffer high double-digit decreases.
