Let Your Voice be Heard: Participate in Smith's (quick) Global Supply Chain Survey 2013

survey-report-1This week across many offices it will be quiet as the Christmas Holidays are observed. There is a respite in the industry and financial news as well, and so we'd like to interact with you and ask if you would share with us your insights and experiences from 2013 as well as your forecasts for 2014. All who enter will be the first group to receive a free report of the results. Plus, if you choose, upon completing the survey you can enter to win a new iPad Mini!

Read more: Let Your Voice be Heard: Participate in Smith's (quick) Global Supply Chain Survey 2013

 

NAND’s Perils of Being in 3D

shutterstock 30786046Despite a stagnant 2H13 for NAND flash memory, things are expected to pick up next year thanks to a rise in R&D and production of 3D NAND. Several of the largest NAND manufacturers have been working on the new type of NAND since August of this year. 3D NAND is the "next revolution" in flash memory and allows memory to be stacked vertically instead of put in a horizontal grid.

 

Read more: NAND’s Perils of Being in 3D

 

Wi-Fi and Wireless ICs See Bright 2014

shutterstock 9928186It is not a far-fetched forecast, to say the least, that analysts across the board are seeing significant growth for Wi-Fi and wireless ICs in 2014 due to the continued rise in smart wireless devices (SWDs). What is significant and new to this growth forecast is the expansion of the category of SWDs from primarily smartphones and tablet PCs to include a quickly growing array of wearable devices (medical, health & fitness, and general consumer electronic (CE)), TVs, Internet of Things (IoT) Machine-to-Machine (M2M) connected devices, auto-infotainment, and growing assisted and autonomous driving capabilities. As a direct result of the increase in data being transmitted, we are also seeing an increase in the demand for high-speed wireless technologies.

Read more: Wi-Fi and Wireless ICs See Bright 2014

   

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

   

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