From Our Market Blog
MarketWatch Quarterly Review and Analysis
MarketWatch Quarterly, presented each quarter by Smith & Associates, is a collection of original analysis produced by Smith & Associates' expert staff covering current trends and issues affecting the global electronics industry.
Click the links below to view articles from MarketWatch Quarterly.
Current Editions
Vol. 5 No. 4, 2011
- Managing Today's Risky Business: Identifying supply chain threats, mitigating disruptions, improving strategies
- Powering Demand Drivers Today and Tomorrow: "Green" is "smart"
- Open Market Views 2011-2012: Component round up and outlook
Vol. 5 No. 3, 2011
- Semi's Triple Play for the Next Growth Wave: Cloud migration and hardware
- Green Light for Semi Growth: Green Tech shines brightly from growing SSL sector
- Sector Review Highlights 'Stabilization' and Growth as Trends for Semi
Vol. 5 No. 2, 2011
- Turning BRICS into a Global Cornerstone: Semi to benefit from Brazilian solid growth drivers
- Today's Green Electronics Value Chain: From legislation to demand, green strategies are under revision
- Is Double-Digit Growth for Semi Possible? M&A, diversification, and supply chain health point to 'Yes'
Vol. 5 No. 1, 2011
Everything Can Change in an Instant: Japan's tragic events reverberateThe situation in Japan warrants comment for so very many reasons. Beyond the tragic human and environmental tolls, which of course take precedence in concern, is the impact on intricately tied global supply chains. The three pieces in this Quarterly's edition look at supply chain issues as they relate to "cannibalization" and "convergence" in the market. While these pieces take note of some of the current developments in Japan, we ask that you read them with a recognition that the long term impacts from this epic disaster are still very much uncertain.
- More is Also More: Welcome to the new, smart ecosystem and the new semi boon
- PC Sector Device Convergence: Why 'less is more' for semi forecasts
- Rising to the Challenge: Convergence and integration changing semi's supply chain
2010
Vol. 4 No. 4, 2010
- Driving? There's an App for That! Automotive semis see growth from the efficient, automated, connected car
- The Spin on Data: Is there new movement in the SSD-HDD tug-of-war?
- Extending the Value of Assets: Realizing profits and green opportunities through component lifecycles
Vol. 4 No. 3, 2010
- Ensuring the Value of Quality: Critical measures to successfully combat counterfeit electronics in the supply chain
- Disruptive Changes in Consumer Electronics: A new opportunity for Semi growth
- Memory Forecasts Follow Changes in Semi: Diversification and leading edge critical
Vol. 4 No. 2, 2010
- Medical Electronics Is Not so Niche Anymore: A primer on the surging sector
- Sector Brief: Analog's changing marketplace
- Special Series Wrap-Up: The Emerging Question for Semi Markets
Vol. 4 No. 1, 2010
2009
Vol. 3 No. 4, 2009
- Sector Brief: Energy Efficiency is a New Growth Sector for Semi
- The 2010 Data Wave: How smart solutions will drive semi growth
- Special Series – The New World Order: Europe's historical strengths are key to its future in electronics
Vol. 3 No. 3, 2009
- Sector Brief: The Metamorphosis of the PC Market and Component Trends
- Special Series - The New World Order: Asia-Pacific takes on new roles in semi: Part I. Japan and Korea
- Special Series - The New World Order: Asia-Pacific takes on new roles in semi: Part II. Taiwan and China
Vol. 3 No. 2, 2009
2008
Vol. 2 No. 4, 2008
- Understanding Why Macro Economics is a Driver for the Electronics Industry
- The IC Landscape and Sector Implications during the Economic Downdraft
- Will Reworked Balance Sheets Rebalance the Power in the Semiconductor Supply Chain?
- Can BRIC Pave the Road to a Rebound? India's drivers of growth and dreams of a design future
Vol. 2 No. 3, 2008
- Who is in the Driver's Seat? Regions, industries and consumers driving tomorrow's electronics value
- Power Play: Exploring the intersect of Solar and Semi
- Flat Panel Displays: Spot market buys, driver ICs, and eBooks
- An Expanding European Microcosm: An example of what localization means to the electronics supply chain
Vol. 2 No. 2, 2008
- Independent Electronic Distributors Address Industry Concerns at Annual IDEA Meeting
- From Hyperinflation to Healthy Growth: Brazil's emerging economy and the semiconductor industry
- Co-Evolution and Organic Growth: How OEMs are changing the EMS and ODM sectors
- An Interplay of Economics and Technology: The latest spin on SSDs' future and HDDs' challenges
Vol. 2 No. 1, 2008
- Managing the Risk of Obsolescence: Customized component lifecycle management
- The Revolution is Now: How the automotive sector is driving growth for semiconductors
- A Jumping off Point: China and U.S. market conditions for the semiconductor industry
- Focus on the Open Market: 2008 Open Market component outlooks
2007
Vol. 1 No. 3, 2007
- Security along the Supply Chain: The Logistics of Best Practices
- When disaster strikes: The business case for disruption risk management
- Big changes are measured in nanometers: Business implications of migration to 45nm chip architecture
- Focus on the Open Market: Green Supply Chains
Vol. 1 No. 2, 2007
- Focus on Quality: Vendor Screening and Open Market Sourcing
- Industry Spotlight: Is the iPhone Just the Tip of the Mobile Iceberg?
- New Value Chain Strategies Defining the Electronics Industry
- Focus on the Open Market: Open Market Review: Volatility and Opportunities
Vol. 1 No. 1, 2007
About the Author
Lisa Ann Cairns, Ph.D., Senior Contributor to MarketWatch

Lisa Ann Cairns joined the Smith network of businesses in 2001 as a Technology Strategist and became the Chief Strategy Officer for a Smith subsidiary the following year. More recently, Lisa has been involved with various strategic marketing projects for the Smith network and is the Senior Contributor for MarketWatch. Prior to joining Smith, Lisa was an Assistant Professor at Texas A&M University. Lisa received her Ph.D. (1998) and A.M. (1992) from The University of Chicago, during which time she was awarded a National Science Foundation Doctoral Dissertation Research Improvement Grant. She holds a B.A. from Hofstra University, 1988, where she was the first woman undergraduate to receive a Fulbright Scholarship.
