NAND Looking to Get Out From Under – Resist and Multiply

ssd imageThe 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

shutterstock 126599369Last 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.

Read more: China's Mobile Expansion Driving Sales and Supply Chain Opportunities

 

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

phone  (2)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.


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

   

Supply Chain Dynamics to Morph along with IoT Expansion

shutterstock 95435122Change 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.

Read more: Supply Chain Dynamics to Morph along with IoT Expansion

 

COMPUTEX 2014 Day 4: Microsoft showcases IoT ecosystem opportunities

computex3As we've been reporting, IoT and SmarTech have absolutely been the dominant themes at COMPUTEX Taipei 2014. The midweek keynote was by Nick Parker, Microsoft corporate vice president, who presented the strategic vision from Microsoft looking at the growth opportunities from IoT particularly related to new hardware, pricing, and new regional markets. Here again we heard the importance placed on the new supply chain connections and support between partners to marry hardware and software to provide the seamless user experiences expected from IoT and ubiquitous computing.

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