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Walt Custer Articles

07.29.2015 // Walt D. Custer in: Industry Conditions

Preliminary July PMI Leading Indicators; 2Q’15 Smartphone Shipments by Vendor; N American June SEMI Equipment Orders & Shipments; Global LED Lighting Sales; Dual-SIM Smartphone Sales & Forecast; Copper More...

07.22.2015 // Walt D. Custer in: Industry Conditions

Global, Taiwan/China, Europe & Japan Updates; Internet of Things Forecast; World Semiconductor Capital Spending Outlook, June U.S. Industrial Production More...

07.15.2015 // Walt D. Custer in: Industry Conditions

May Semiconductor Shipments by Region; 2015 Semiconductor Growth Forecast lowered to 2.2% by Gartner; DRAM Module 2014 Revenues by Major Vendor; Viet Nam Electronics Exports and PCB Production Surge; Combined More...

07.08.2015 // Walt D. Custer in: Industry Conditions

Global Economy; Leading Indicators; U.S. May “Factory Orders” Report; N American PCB Industry Results for May 2015; Worldwide IT Spending Forecast; Smartphones to be 80% of Total Cellphone Shipments in More...

07.01.2015 // Walt D. Custer in: Industry Conditions

June “Flash” PMI Leading Indicators; May Preliminary U.S. Electronics Shipments, Orders & Inventories; Japan Update; Cautious 2H’15 Notebook Outlook; Top 10 Handset Makers; PC Monitor Shipments by Major More...

06.25.2015 // Walt D. Custer in: Industry Conditions

Growth by Sector of World Electronics Industry with Detailed Financials; May North American SEMI Equipment Shipments, Orders and Book/Bill Ratio More...

06.17.2015 // Walt D. Custer in: Industry Conditions

Taiwan/China and Europe Updates; 1Q’15 SEMI Equipment Shipments by Major Country; Personal Computer Inventory Concerns in Europe; Wearables 1Q’15 Sales by Major Supplier; SSD Market Penetration Increa More...

06.10.2015 // Walt D. Custer in: Industry Conditions

May Leading Indicators; April U.S. “Factory Orders”, Global April Semiconductor Sales; WSTS World Semiconductor Forecast; Semiconductor Fab Equipment Spending Forecast; April N. American PCB Shipments More...

06.03.2015 // Walt D. Custer in: Industry Conditions

April U.S. Electronics Shipments, Orders and Inventories; U.S. Dollar Exchange Rates; Metal Prices; 1Q’15 Mobile DRAM Sales by Vendor; Global Smartphone Sales up 19.3% in First Quarter; World Server Shipments More...

05.27.2015 // Walt D. Custer in: Industry Conditions

May ‘Flash” PMI Leading Indicators; 1Q’15 Global Electronic Supply Chain “Final” Growth Rates; Japan Update; Record 1Q’15 European Semiconductor Shipments; Top 20 Global Semiconductor Suppliers in First More...

05.20.2015 // Walt D. Custer in: Industry Conditions

Significantly Revised Data for U.S. Electronic Equipment Shipments, Orders and Inventories; China/Taiwan & Europe Updates; Q1’15 DRAM Revenues Decline; Smart TV Forecast; U.S. Industrial Production Continues More...

05.13.2015 // Walt D. Custer in: Industry Conditions

1Q’15 Electronic Supply Chain Growth by Sector; April Leading Indicators by Key Country; March Semiconductor Shipments by Region; Weak PC Demand in 2Q’15; Global Fab Capacity and Wafer Fab Materials M More...

05.06.2015 // Walt D. Custer in: Industry Conditions

Short term Semiconductor Outlook; March N America PCB Data; Personal Computer Prices to Rise; 1Q’15 Smartphone & Media Tablet Shipments; Hard Disk Drive Forecast; Weak 1Q’15 U.S. GDP Growth More...

04.30.2015 // Walt D. Custer in: Industry Conditions

April Global Leading Indicators Weaken on “Flash” Basis; U.S. March Electronic Equipment Shipments, Orders & Inventories Report; N. American SEMI Equipment March Demand Increases; 2015 Global Semiconductor More...

04.22.2015 // Walt D. Custer in: Industry Conditions

Europe, Japan & S. Korean Electronic Supply Chain Updates; Solar/Photovoltaic Revenues up 4.4% in 4Q’14 vs. 4Q’13; Global Notebook Shipments Decline in 1Q’15; Semiconductor Foundry & Photomask Markets; More...

04.15.2015 // Walt D. Custer in: Industry Conditions

March Leading Indicators; Taiwan/China March and U.S. February Supply Chain revenues; February Semiconductor Shipments by Region; 2014 Semiconductor Sales for Major Suppliers; N. American PCB Orders & More...

04.08.2015 // Walt D. Custer in: Industry Conditions

Custer Consulting Group monitors electronic equipment growth by sector by aggregating the financial results of groups of OEM companies producing similar equipment. Here are more details on our methodo More...

04.01.2015 // Walt D. Custer in: Industry Conditions

Thanks to our friend and colleague Ed Henderson here is the introduction to his March 2015 market forecast letter. You can contact Ed at hen.ven@Comcast.net More...

03.26.2015 // Walt D. Custer in: Industry Conditions

At the IPC Expo/Apex trade show in San Diego on February 23, 2015 Walt Custer addressed the PCB Supply Chain Leadership group regarding present and future business conditions. More...

03.18.2015 // Walt D. Custer in: Industry Conditions

Seasonal Slowdown in February; Taiwan/China & Europe Updates; Intel Cuts its 4Q’15 Guidance; Media Tablet & Personal Computer Forecasts More...

Featured Contributor

Walt D. Custer

Walt Custer is an industry analyst focused on the global electronics industry. Prior to forming Custer Consulting Group he was Vice President of Marketing and Sales for Morton Electronic Materials, a global supplier of specialty chemicals and process equipment for the PCB industry.

Custer has been a member of the IPC trade organization since 1975 where he received both the President's and the Raymond E. Pritchard Hall of Fame Awards. He is currently a member of the IPC Executive Market & Technology Steering Committee. Custer is also a Director of the EIPC European PCB trade organization.

He authors regular “Market Outlook” columns for Global SMT & Packaging magazine, the Journal of the HKPCA and the TTI MarketEYE website.

Custer Consulting

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