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Edgewater Research: Electronics Supply Chain Weekly Digest

Dennis Reed
|  Created: November 3, 2023  |  Updated: July 1, 2024
|  Open as PDF

Edgewater Research

This Week's Data Point Highlight: Manufacturing Sector Analysis

The latest manufacturing Purchasing Managers' Index (PMI) figures reveal ongoing challenges in the sector:

  • Eurozone's Manufacturing PMI dipped slightly from September, indicating a significant decrease in new orders and purchasing activity. It also marked the most considerable cut in factory jobs since August 2020.
  • Germany's PMI further declined, highlighting a persistent downward trend.
  • US Manufacturing PMI remained relatively stable, with a minor uptick in new orders and output.
  • China's PMI fell back into contraction, reflecting reduced employment and output, especially in the export sector.

Recent Reports: Insights into Industry Performance

Automotive Industry Developments:

  • BorgWarner adjusts sales expectations due to a slump in EV sales.
  • BYD excels with a 38% surge in xEV sales.
  • BMW remains confident, steering clear of EV price competitions.
  • Concerns arise over China's restrictions on graphite exports, crucial for EV batteries.
  • Lithium prices in China are on a downward trend.
  • Panasonic revises its battery sales forecast, pointing to Tesla's slower high-end EV sales.

Datacenter & Telecommunication:

  • Broadcom is set to finalize its acquisition of VMware soon.

Semiconductor Sector:

  • Allegro Microsystems finalizes the purchase of sensor company Crosus.
  • AMD predicts a mixed future with significant AI revenue.
  • Amkor Technology anticipates a quarterly decline due to reduced Auto and Compute demands.

Consumer Electronics, EMS, and Distribution News:

  • Apple's 4Q sales are expected to be static, with iPad and wearables weakening, although iPhone sales in China remain strong.
  • PC demand is projected to rebound by the second quarter of 2024, with current manufacturing utilization at about 50%.

Key Takeaways:

The manufacturing sector continues to face significant headwinds with varying impacts across different regions and industries. Employment and production rates are fluctuating as companies adjust to shifting demands and the evolving economic landscape.

Stay tuned for more detailed insights and full report access by clicking HERE.

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About Author

About Author

Dennis Reed is a Senior Research Analyst in Technology. Dennis started in the industry in 2005 at FTN Midwest Research on the technology & semiconductor team. In 2006, he was a founding member of Cleveland Research Company and continued to develop and extensive network of technology industry professionals in the semiconductor, distribution, memory and HDD industries throughout the world. Dennis worked at KeyBanc Capital markets in New York, on teams covering Consumer Staples and Paper & Packing companies. Dennis also brings wide level of experience working in various roles with Travelers Insurance, including Market Research and various product roles supporting business unit growth in targeted end markets. Dennis is a 2002 graduate of Ohio University with a major in Sports Management.

More content by Dennis Reed

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