There's More Growth to Mobile than Revenue Alone: Component innovation strong

shutterstock 95435122There's rarely a shortage of mobile news, whether the (happily) continued revenue or unit sales numbers, or the next generation device and component unveilings spanning high- to low-pricing tiers to hit the breadth of the global market demand. Throughout the past many quarters, we've been discussing the associated  positive disruptive events related to the top-demand smartphone and tablet PC devices and the effects on component design.

Read more: There's More Growth to Mobile than Revenue Alone: Component innovation strong

 

DRAM Position Likely to Continue Strengthening Trend into 2014

fab12013 has been tagged a "recovery year" for DRAM, with inventory alignments coming into good positions that then helped pricing and demand. Importantly, the sluggish supply positions for DRAM coupled with the SK Hynix fire and follow-on shortages were key factors this year in supporting the DRAM recovery. Additionally, demand was helped by increases in mobile DRAM for smartphones and tablet PCs which have begun to more seriously support the DRAM weakness still being experienced due to the fall off in traditional PC sales.

Read more: DRAM Position Likely to Continue Strengthening Trend into 2014

 

Add Your Voice to the Data: Smith's annual Global Supply Chain Survey is underway!

smith-building-nightAmong the year-end business and economic traditions are surveys and forecasts and this week Smith's (short!) Global Supply Chain Survey 2013 was released. We would greatly appreciate your voice being added to the many who respond. In return, we'll share the results and explain the insights, trends, and data that help to understand the directions in which our dynamic supply chain moves. The survey will be conducted over the coming several weeks, and one survey participant will be randomly selected to receive an iPad Mini as a thank you for participating.

Read more: Add Your Voice to the Data: Smith's annual Global Supply Chain Survey is underway!

   

Momentum into 2014: Semi's forecasts hold up

shutterstock 102132355The frenzy of the US Thanksgiving shopping weekend is winding down, but not the continuous barrage of emails and advertisements determined to lure shoppers back into stores (online or brick-and-mortar) to continue to make their holiday purchases. The news from the anticipated highest volume shopping weekend, "Black Friday" through "Cyber Monday," has been very positive for the semiconductor and electronics industry.

 

Read more: Momentum into 2014: Semi's forecasts hold up

 

Will Black Friday's Early Start Improve Holiday Sales Forecast for Semi?

blackfridayIt's Thanksgiving week in the US which not only means a holiday focused on family, friends, and lots of food, but also shopping. Retailers in the US look to what has always been the kick-off to winter holiday shopping as the critical step to meet yearly sales and revenue targets. With many US retailers still struggling in the face of wait-and-see, conservative consumer sentiment, this year has been one in a string of challenging (and disappointing) sales years.

Read more: Will Black Friday's Early Start Improve Holiday Sales Forecast for Semi?

   

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