Smith Market Blog

Seeing Some Black for LCD TVs as 2014 Closes

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Written by Lisa Ann Cairns, Ph.D. on Wednesday, 17 December 2014

It's been a good while since we offered some comments on the panel market, and particularly for TVs. There's been quite an extended period of not much positive news until the second half of 2014. It was just before the US Thanksgiving holidays when DisplaySearch released their latest report indicating (unexpected) growth in the TV panel market.

Read more: Seeing Some Black for LCD TVs as 2014 Closes

   

IoT Hardware Growth to Gain in 2015+

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Written by Lisa Ann Cairns, Ph.D. on Thursday, 11 December 2014

Everyone is (understandably) excited by the promises of the Internet of Things (IoT). After all, to be honest, I've got end-devices that are definitely in the IoT realm on my holiday shopping lists, I'm betting you do too. The consumer moment aside though, there are real supply chain reasons for IoT excitement. The increased semiconductor and electronics penetration is always welcomed news, but while the forecast for growth for the IT side of IoT is lengthy, the hardware boom may only have a few years' runway.

Read more: IoT Hardware Growth to Gain in 2015+

   

We'd Like to Include You: Smith's (simplified) Global Supply Chain Survey is open

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Written by Lisa Ann Cairns, Ph.D. on Wednesday, 10 December 2014

Heading into the second half of December, the holiday season is underway and we are all looking to close out another year. This year was a special one for Smith, we celebrated our 30th anniversary and we expanded our facilities. We look forward to even more growth in 2015. But now, as the year closes and the industry and financial news quiet, we'd like to hear from you and focus on your perspectives through Smith's annual Global Supply Chain Survey.

Read more: We'd Like to Include You: Smith's (simplified) Global Supply Chain Survey is open

   

Semiconductor Growth Outpacing Economies

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Written by Lisa Ann Cairns, Ph.D. on Saturday, 06 December 2014

Since the global economic recession and the early years of the last decade, analysts in the semiconductor and electronics market (myself included) have argued that industry cycles directly relate to economic cycles. The semiconductor and electronics industries are generally seen as dependent on consumer confidence and general financial stability. But then there's now and global semi sales are showing significant strength – great news for us, but how do we understand the disconnects with the global economic outlooks?

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The Real Strength in Holiday Sales are in Consumers' Hands

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Written by Lisa Ann Cairns, Ph.D. on Wednesday, 03 December 2014

Now that the US retail push around Black Friday and Cyber Monday has passed, there are some worthwhile comments to make about market trends. It is not so much that either of these days provide us any special, unique insight into consumer demands, but they are underscoring more and more an important consumer trend that is decidedly solidifying. Mobile shopping, not deep discounting alone, holds the real key to consumers' attention. Why should we care about this fact? Simply because how people shop IS now directly relevant to our industry growth and demand cycles.

Read more: The Real Strength in Holiday Sales are in Consumers' Hands

   

Ready for Winter Holiday Sales Boosts?

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Written by Lisa Ann Cairns, Ph.D. on Tuesday, 25 November 2014

This year, like every year, we look to the US Black Friday (and more recently also Cyber Monday) this (and next) week to foretell the remaining month's sales leading up to the holidays. The rumbling of concerned economists keeps rolling in but in stark contrast to the momentum of semiconductor and electronics demand, penetration, and consumer wish list rankings. What this means for the semiconductor supply chain is that in spite of the macro-economic concerns, electronics remains among the top consumer purchases forecasted for the 2014 winter holiday season.

Read more: Ready for Winter Holiday Sales Boosts?

   

A Promising New Year for NAND

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Written by Brent Topa, International Account Representative on Friday, 21 November 2014

Competition in the NAND market has heated up significantly as of late, due in part to the release of the iPhone 6 and 6 Plus in September. Samsung repositioned itself as Apple’s main supplier of NAND flash chips after resolving their multiple copyright infringement issues over mobile devices. Samsung’s volume grew 10 percent during 3Q14 and they posted a favorable operating profit as well. This boost in sales will affect the global eMMC and eMCP market, as demand for the iPhone 6 remains strong and consistent. Apple consumes roughly 10 percent of the world’s NAND flash and this number is expected to double in 2015,all of which is great news for Samsung.

Read more: A Promising New Year for NAND

   

Smith Opens New, Premier Service, Logistics & Testing Hub

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Written by Lisa Ann Cairns, Ph.D. on Wednesday, 19 November 2014

Last week while an international team from Smith & Associates was attending Electronica 2014, another major event was happening at our global headquarters in Houston, Texas: the grand opening of our new, 57,199 square foot warehouse, in-house testing laboratories and over 7,000 sq. ft. of expanded Smith Operations offices.

Read more: Smith Opens New, Premier Service, Logistics & Testing Hub

   

Day 4 Live at Electronica 2014: Driving it home

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Written by Mark Bollinger on Friday, 14 November 2014

Today was the last day of electronica 2014 in Munich, Germany. What an event it has been. This is certainly one of the largest electronica shows in our history here, and the global aspect and high volume of idea exchanges and collaboration has made this a very successful event for everyone in attendance. One of the key topics has been the many advances in automotive electronics solutions and the positive impact that these new opportunities will have on industries, consumers, and the environment.

Read more: Day 4 Live at Electronica 2014: Driving it home

   

Day 3 Live at Electronica 2014: Next generation component solutions for the IoT world

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Written by Mark Bollinger on Thursday, 13 November 2014

The tempo at electronica has not let up – the fast pace continues as we all move through many booths and displays of the next generation of devices. These devices are, of course, supported by new component designs, packages, and materials. Hand-in-hand with the upbeat tempo at booths, is the excitement and positive outlook for the winter holiday season and the 2015 year. Despite a year of ongoing discussions around the European Union (EU) and global economic stability, the forecast for the semiconductor and electronics industry is strong. At the heart of these positive outlooks and supporting the very upbeat feel at electronica this year are the many opportunities for increased electronic penetration across many markets and regions.

Read more: Day 3 Live at Electronica 2014: Next generation component solutions for the IoT world

   

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