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.

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

 

What is the Smartphone Growth Outlook?

shutterstock 108953069Recent 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.

Read more: What is the Smartphone Growth Outlook?

 

Fab Closures Point to Depth of Global Supply Chain Shifts

shutterstock 27784486For 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.

Read more: Fab Closures Point to Depth of Global Supply Chain Shifts

   

Growth Positives also Bring Supply Chain Changes

shutterstock 60446968Growth 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.

Read more: Growth Positives also Bring Supply Chain Changes

 

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

   

Page 3 of 58

Copyright 2012 N.F. Smith & Associates LP.  All Rights Reserved.  View our Privacy Policy.

PlagSpotter - duplicate content checker tool

Content

Contact Smith

Live Help