Market Watch
EDITED BY CHELSEY DRYSDALE
PCB/MCM Design Tool Sales Spike 20% in Q3
MILPITAS, CASales of software for PCB and multichip module design rose 19.8% year-over-year to $240.5 million in the September quarter, the Electronic System Design Alliance said in January.

The Americas led the way, with sales of $83.3 million, followed by Asia-Pacific at $59.2 million, Europe/Middle East at $53.7 million, and Japan at $44.3 million.

The four-quarters moving average, which compares the most recent four quarters to the prior four quarters, increased 10.3%.

Overall electronic design automation industry revenue increased 8.9% during the period to $2.57 billion. The four-quarters moving average increased 6.8%.

All in Store
Trends in the U.S. electronics equipment market (shipments only).
 
%CHANGE
 
Sept.
Oct.
Nov.
YTD%
Computers and electronics products
-0.3
0.3
0.4
3.5
Computers
-7.1
1.1
-0.2
-24.2
Storage devices
-11.3
28.7
20.0
23.3
Other peripheral equipment
2.4
0.6
9.1
6.0
Nondefense communications equipment
0.2
-0.8
-0.4
10.3
Defense communications equipment
-0.4
-8.5
3.8
-5.9
A/V equipment
-3.9
2.3
-14.4
21.6
Components1
-1.5
-0.2
3.7
4.3
Nondefense search & navigation equipment
-5.7
4.8
-0.6
2.0
Defense search & navigation equipment
1.4
0.6
2.3
3.4
Medical, measurement and control
0.3
0.6
-2.4
-0.3
rRevised. *Preliminary. 1Includes semiconductors. Seasonally adjusted. Source: U.S. Department of Commerce Census Bureau, Jan. 3, 2019
Metals Index
February 2020 LME Tin
February 2020 LME Lead
February 2020 LME Copper
February 2020 COMEX Silver
Hot Takes
  • The production value of Taiwanese fabricators across the China strait rose 1.7% year-over-year to NT$185.7 billion ($5.9 billion). (TPCA)
  • The global market for IC packaging increased 3% in 2019, as the overall IC devices market declined 3.7%. (New Venture Research)
  • Japan PCB fabricators reported October sales fell 7.4% year-over-year to ¥38.3 billion ($1.27 billion). (JPCA)
  • Taiwanese PCB makers’ production in 2019 is expected to grow slightly from a year earlier to NT$656 billion ($21.74 billion), with strong shipments of rigid-flex boards.
  • The HDI PCB market is expected to reach $15.6 billion by 2024, with a CAGR of 8% from 2019 to 2024. (ReportLinker)
  • The AR, VR and MR market will top $30 billion by 2030. (IDTechEx)
  • Worldwide spending on robotics systems and drones will be $128.7 billion in 2020, up 17.1% over 2019, and will reach $241 billion by 2023. (IDC)
US MANUFACTURING INDICES
 
AUG.
SEPT.
OCT.
NOV.
DEC.
PMI
49.1
47.8
48.3
48.1
47.2
New orders
47.2
47.3
49.1
47.2
46.8
Production
49.5
47.3
46.2
49.1
43.2
Inventories
49.9
46.9
48.9
45.5
46.5
Customer inventories
44.9
45.5
47.8
45.0
41.1
Backlogs
46.3
45.1
44.1
43.0
43.3
Sources: Institute for Supply Management, Jan. 3, 2019
Key Components
 
JULY
AUG.
SEPT.
OCT.
NOV.
Semiconductor equipment billings1
-14.6%
-10.5%
-5.7%r
2.5%p
9.1%p
Semiconductors2
-15.5%
-15.4%
-14.6%r
-12.7%p
-10.9%p
PCBs3 (North America)
1.00
1.02
1.04
1.11
1.08
Computers/electronic products4
5.46
5.48
5.52r
5.49p
5.50p
Sources: 1SEMI, 2SIA (3-month moving average growth), 3IPC, 4Census Bureau, ppreliminary, rrevised