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Semiconductor Growth Outpacing Economies

shutterstock 87510166 (230x129)Since the global economic recession and the early years of the last decade, analysts in the semiconductor and electronics market (myself included) have argued that industry cycles directly relate to economic cycles. The semiconductor and electronics industries are generally seen as dependent on consumer confidence and general financial stability. But then there's now and global semi sales are showing significant strength – great news for us, but how do we understand the disconnects with the global economic outlooks?

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The Real Strength in Holiday Sales are in Consumers' Hands

shutterstock 192471653 (1) (230x151)Now that the US retail push around Black Friday and Cyber Monday has passed, there are some worthwhile comments to make about market trends. It is not so much that either of these days provide us any special, unique insight into consumer demands, but they are underscoring more and more an important consumer trend that is decidedly solidifying. Mobile shopping, not deep discounting alone, holds the real key to consumers' attention. Why should we care about this fact? Simply because how people shop IS now directly relevant to our industry growth and demand cycles.

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Ready for Winter Holiday Sales Boosts?

blackfridayThis year, like every year, we look to the US Black Friday (and more recently also Cyber Monday) this (and next) week to foretell the remaining month's sales leading up to the holidays. The rumbling of concerned economists keeps rolling in but in stark contrast to the momentum of semiconductor and electronics demand, penetration, and consumer wish list rankings. What this means for the semiconductor supply chain is that in spite of the macro-economic concerns, electronics remains among the top consumer purchases forecasted for the 2014 winter holiday season.

Read more: Ready for Winter Holiday Sales Boosts?

   

A Promising New Year for NAND

shutterstock 164579336 (230x230)Competition in the NAND market has heated up significantly as of late, due in part to the release of the iPhone 6 and 6 Plus in September. Samsung repositioned itself as Apple’s main supplier of NAND flash chips after resolving their multiple copyright infringement issues over mobile devices. Samsung’s volume grew 10 percent during 3Q14 and they posted a favorable operating profit as well. This boost in sales will affect the global eMMC and eMCP market, as demand for the iPhone 6 remains strong and consistent. Apple consumes roughly 10 percent of the world’s NAND flash and this number is expected to double in 2015,all of which is great news for Samsung.

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Smith Opens New, Premier Service, Logistics & Testing Hub

smithopsLast week while an international team from Smith & Associates was attending Electronica 2014, another major event was happening at our global headquarters in Houston, Texas: the grand opening of our new, 57,199 square foot warehouse, in-house testing laboratories and over 7,000 sq. ft. of expanded Smith Operations offices.

Read more: Smith Opens New, Premier Service, Logistics & Testing Hub

   

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