LTE Revealing Smart Growth in Company Reports

shutterstock 204611131 (230x149)We're at the point in companies' cycles when clearer insight into the second-half of the year (2H14) can be presented. This week we heard from a few of the major chip companies that provide wide views to both the global supply chain and to regional markets. One of the key drivers mentioned across companies for both 1H14 positions and forward looking 2H14, is the impact of LTE and smartphone growth as well as Internet of Things (IoT).

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SEMI Equipment Reaches Highest Levels Since 2012 – Signal for Growth

shutterstock 196857266 (230x153)Two indicators that we monitor regarding longer-term momentum along the global semiconductor supply chain are the SEMI equipment book-to-bill ratios and the SIA global sales data.




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Supply Chain Shifts Demand Service Models that Front Savings and Quality

shutterstock 850521During 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

shutterstock 50412238IoT news dominates the headlines, as do 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; their 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

shutterstock 31939846One 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.

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