Mixed outlook for second half of 2020: sales of critical subsystems to the semiconductor industry are forecast to be up while sales to display and PV are expected to be down.

    Updates to Critical Subsystems on Website

         - Critical Subsystems Forecasts: v20.06 ML DF

         - CSubs Graphics File: 16 June 2020 ML DF

         - Substrate Processing Equipment Forecasts: v20.06 ML DF

         - Semiconductor, FPD, and PV Equipment Forecasts: v20.06 ML DF

         - Semiconductor Forecasts: v20.06 ML DF

         - Electronics Forecasts: v20.06 ML DF

         - Forecast Overview: v20.06 ML DF

    Sales of critical subsystems in the first half of 2020 are coming in 6.5% higher than for the first half of 2019. Order levels for Q3 are stable which means it is increasingly likely that 2020 will be positive. Inventory levels are stabilizing so the risk of oversupply is diminishing.


    ML: Market Leader
    DF: Driving Forces

    Click here for Semiconductor Critical Subsystems and Components Market