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Supply Chain Shifts Demand Service Models that Front Savings and Quality

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Written by Lisa Ann Cairns, Ph.D. on Friday, 18 July 2014

During the recent months, the industry news has focused on positive disruptions from new growth opportunities. The growth forecasts are based in IoT device expansion coupled with the strategically lower-priced end-devices for consumer markets globally. With price a critical element to the growth opportunities, supply chain shifts and new competition have companies exploring new relationships and service models that improve margins. This week, Smith's Jennifer Kabbara, Trader Development Manager, discussed in Global Purchasing the shift by purchasing managers to the independent distribution channel to realize significant cost savings while maintaining top quality. Also in the supply chain news is the discussion building around the direction of industry standards and quality metrics for maintaining counterfeit vigilance, as Matt Hartzell, Smith's Chief Operating Officer, discussed in Electronics Purchasing Strategies.

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PC Outlook – Looking for stability

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Written by Lisa Ann Cairns, Ph.D. on Tuesday, 15 July 2014

IoT news dominates the headlines as does the market movements of smartphones and the question of smart device saturation in mature markets. Creeping more and more into industry news is the PC forecast which until recently had been relegated to the negative news pile. Although much discussion has been tossed around regarding tablet cannibalization of the traditional PC market, laptops, notebooks, and desktops for enterprise use are not being displaced, they're cycles have changed (see this Smith MarketWatch Quarterly report on early positive disruptions by smart devices).

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Select Components See Boosts as Supply Chain Gears Up for IoT Growth

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Written by Lisa Ann Cairns, Ph.D. on Friday, 11 July 2014

One of the many positive aspects of the ongoing growth forecasted from Internet of Things (IoT) expansion, is the boost to individual components that particularly support the Machine-to-Machine (M2M) connectivity, wearable devices, and related systems and data storage and services. Some of the critical capabilities of wearables and IoT supporting devices are low power consumption, long battery life, low heat, light weight, and "smart" feature and data collection. These requirements particular favor sensors, notably microelectromechanical systems (MEMS), ultra-low-power serial flash memory, serial NOR, power management integrated circuits (PMIC), and next generation System-in-Package (SiP) and System-on-Chip (SoC) architectures are forecasted to grow, as EETimes discussed.

Read more: Select Components See Boosts as Supply Chain Gears Up for IoT Growth

   

What is the Smartphone Growth Outlook?

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Written by Lisa Ann Cairns, Ph.D. on Tuesday, 08 July 2014

Recent earnings reports and forecasts underscore the changes happening in the consumer electronics (CE) supply chain, particularly the pressing question of will the hot smartphone and tablet market continue to support overall growth or is that fading? Particularly noted in the news lately are Samsung's challenges which provide a tangible, single company example of the level of impact the supply chain and market changes are having on even the largest of smartphone, tablet and CE device OEMs.

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Fab Closures Point to Depth of Global Supply Chain Shifts

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Written by Lisa Ann Cairns, Ph.D. on Wednesday, 02 July 2014

For quite a while we have been reporting on the various aspects of change affecting the global semiconductor and electronics industry supply chain. The reason for the continued discussion is that the changes we see happening are not just the result of concentrated change based on demand, devices, or localized changes, rather the current wave of change affects all levels of the global supply chain and all types of relationships – this topic is featured in Smith's upcoming MarketWatch Quarterly due out mid-July to (free) subscribers.

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Growth Positives also Bring Supply Chain Changes

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Written by Lisa Ann Cairns, Ph.D. on Friday, 27 June 2014

Growth for the semiconductor and electronics industry, on the heels of IoT expansion across market sectors and regions, is bringing along important supply chain changes. As discussed last Friday, the current market expansion is lead by the IoT expansion, particularly in mature market economies, but it is the opening of smart mobile devices for lower-priced market segments in mature, emerging and developing market economies that is truly adding volume sales to the growth equation.

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NAND Looking to Get Out From Under – Resist and Multiply

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Written by Brent Topa, International Account Representative on Tuesday, 24 June 2014

The 1Q14 numbers for the NAND flash memory market came out at the end of May showing a 6.6% drop in revenue across branded suppliers, according to DrameXchange. Based on what we reviewed last month, this was to be expected. Slow sales of mobile devices due to seasonality contributed to most of the decline. Selling prices also fell significantly across the market, dissolving some of the manufacturers’ hopes of larger profits with shipment growth increases and manufacturing cost reductions. However, there may finally be some optimism in the near future.

Read more: NAND Looking to Get Out From Under – Resist and Multiply

   

China's Mobile Expansion Driving Sales and Supply Chain Opportunities

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Written by Lisa Ann Cairns, Ph.D. on Friday, 20 June 2014

Last week, June 11-13, was a record-breaking GSMA event, Mobile Asia Expo (MAE) in Shanghai, China. On the heels of COMPUTEX and GSMA's March Mobile World Congress in Barcelona, it is little wonder that attendance was up for this important event focused solely on the mobile sector, particularly being held in China, the leading emerging market adopter for smartphones and new mobile connections; over 26,000 unique visitors attended the largest mobile industry event in Asia.

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Smartphones and Components See Boost from 4G LTE Roll-Out and Device Uptake

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Written by Lisa Ann Cairns, Ph.D. on Tuesday, 17 June 2014

In the midst of the many positive outlooks for the second half of 2014 (2H14) and 2015 and the inspiration and energy injected into the industry after COMPUTEX Taipei, additional data are coming out supporting the growth and momentum for lower-priced smartphones by emerging market consumers.


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Supply Chain Dynamics to Morph along with IoT Expansion

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Written by Lisa Ann Cairns, Ph.D. on Tuesday, 10 June 2014

Change is afoot and growth momentum is rising as industrial, enterprise and consumer confidence levels solidify for the semiconductor and electronics industry. The post-COMPUTEX Taipei glow is still upon us, that is certain, but what is particularly important is that independent forecasts, industry sales, and related data points are all pointing in the same direction – up – for the same reasons – expanding Internet of Things (IoT) and proliferation of wearable technology this year and for at least the next couple of years.

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