Increased Supply Chain Tightening as OEMs Seek Efficiencies
According to the latest WSTS semiconductor market and forecast, the 2012 worldwide semi market is expected to come in roughly 3.2% down from 2011 levels, but with 2013 expected to see a rebound moving up to positive growth territory of 4.5%. Furthermore, the 2014 forecast is expected to see continued growth of 5.2% year-over-year, reaching US $319 billion. The source of the positive forecasts are due to "healthy mid single digit growth across most of geographical regions and semiconductor product categories, supported by the healthier economy of the world."
Read more: Increased Supply Chain Tightening as OEMs Seek Efficiencies
A Flash Tug of War: Smartphones v. feature phones
With each passing month, smartphones seem to take over more and more of the electronic component industry. The latest impact from smartphones is being seen in the NAND flash memory market. In 2011-2012, feature phones, which lack several features when compared to smartphones but are not mutually exclusive, actually held the lead in NAND shipment forecasts, despite the continuous barrage of smartphones on the CE market. However, according to IHS, smartphones will regain their lead and push forward as feature phone demand continues to decline.
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Cyber Monday Running Strong on Heels of Healthy Consumer Spending Weekend
Let's be honest about 2012, we've been holding our collective breath, and while many have moved on to place new hopes for 2013, those who held out for 4Q12, may not be as disappointed as expected.
With a not-so-energized back-to-school and 3Q12 behind us, the best news in the midst of 4Q12 is that the US shopping Thanksgiving holiday weekend has come in strong for retailers across the board.
Read more: Cyber Monday Running Strong on Heels of Healthy Consumer Spending Weekend
Take-away impressions and messages from Electronica 2012
Over 72,000 people attended Electronica 2012 this year, and the energy that mounted over the course of the days here in Munich, Germany gave all of us in attendance important and positive messages to take home and bring into 2013. Among those messages were certainly the heavy focus on sectors that are likely to see more robust growth in 2013 plus: automotive, medical, energy efficient solutions, lighting & smart grid, as we reviewed Friday. The number of new products, excitement and optimism for 2013 left us all with the feeling that everyone was ready to move past the current economic problems faced in Europe.
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Electronica 2012 Underscoring a Smart Future: CEO panel focused on smart grid
Beyond the increasing presence of the automotive sector at traditional events like Electronica 2012, as we discussed earlier this week, the next sector forecasted to see increased semi opportunities is the smart grid, a topic that was delved into during the opening CEO panel (see Electronica's Daily Press article here and here).
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