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.

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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.

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China's Mobile Expansion Driving Sales and Supply Chain Opportunities

shutterstock 126599369Last week, June 11-13, was a record-breaking GSMA event, Mobile Asia Expo (MAE) in Shanghai, China. On the heels of COMPUTEX and GSMA's March Mobile World Congress in Barcelona, it is little wonder that attendance was up for this important event focused solely on the mobile sector, particularly being held in China, the leading emerging market adopter for smartphones and new mobile connections; over 26,000 unique visitors attended the largest mobile industry event in Asia.

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Smartphones and Components See Boost from 4G LTE Roll-Out and Device Uptake

phone  (2)In the midst of the many positive outlooks for the second half of 2014 (2H14) and 2015 and the inspiration and energy injected into the industry after COMPUTEX Taipei, additional data are coming out supporting the growth and momentum for lower-priced smartphones by emerging market consumers.


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Supply Chain Dynamics to Morph along with IoT Expansion

shutterstock 95435122Change is afoot and growth momentum is rising as industrial, enterprise and consumer confidence levels solidify for the semiconductor and electronics industry. The post-COMPUTEX Taipei glow is still upon us, that is certain, but what is particularly important is that independent forecasts, industry sales, and related data points are all pointing in the same direction – up – for the same reasons – expanding Internet of Things (IoT) and proliferation of wearable technology this year and for at least the next couple of years.

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