Growth Positives also Bring Supply Chain Changes
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
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