Market News

NEEDHAM, MA – IDC this week sharply reduced its global smartphone shipment forecast to 0.6%, down from 2.3% projected earlier this year. The downgrade reflects growing economic uncertainty, tariff volatility and weakening consumer demand.

Read more: IDC Slashes 2025 Smartphone Growth Forecast to 0.6%

NEEDHAM, MA – IDC has raised its global PC forecast, projecting shipments will grow 4.1% year-over-year to reach 274 million units. The upgraded outlook follows a strong first quarter performance and comes despite looming uncertainty around US tariffs on imported personal computing devices.

Read more: IDC Lifts PC and Tablet Forecasts

BANNOCKBURN, IL – North American EMS shipments rose 0.2% in April compared to the same month in 2024, according to IPC data released this week. Shipments dipped 1.4% from March, and year-to-date shipments were down slightly, by 0.2%, year-over-year.

Read more: North American EMS Industry Shipments Up 0.2% in April

BANNOCKBURN, IL – North American printed circuit board shipments fell 6.8% in April from the same month last year, IPC reported today. Despite the year-over-year decline, shipments were up 11.5% sequentially, and year-to-date shipments rose 4.6% compared to 2024.

Read more: North American PCB Industry Shipments Down 6.8% in April

WASHINGTON, DC – Representatives Blake Moore (R-UT) and Raja Krishnamoorthi (D-IL) last week reintroduced the Protecting Circuit Boards and Substrates Act, a bipartisan effort aimed at rebuilding US capacity for PCBs and IC substrate manufacturing.

Read more: Bipartisan Bill Reintroduced to Boost US PCB Manufacturing

MILPITAS, CA – The global semiconductor industry followed traditional seasonal trends in the first quarter, but uncertainty surrounding new tariffs is expected to cause atypical shifts later this year, according to the SEMI trade group.

Read more: SEMI Forecasts Mixed Semiconductor Outlook

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