Vol. 5 No. 1, 2011

Everything Can Change in an Instant: Japan's tragic events reverberate

The 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

image of globeConvergence is an historical industry trend and should not be confused with cannibalization. Device convergence is driving up BOMs resulting in positive component and device value-based ('less is more') and volume-based ('more is also more') trending.

Read more: 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

Tablets in cloundsTablets are demanding higher margin components, increasing overall revenue growth for the semi industry. Even based solely on BOM, tablets are best understood as the next 'portable PC,' driving a rapidly expanding PC cycle.

Read more: PC Sector Device Convergence: Why 'less is more' for semi forecasts

 

Rising to the Challenge: Convergence and integration changing semi's supply chain

tablet and graphIntegration plus cost has lead to fewer suppliers at leading-edge levels; this can mean trouble for supply. But, new diversification trends may create opportunities for partner and sector growth along the supply chain. So, does a post-PC device entail a post-PC supply chain or not?

Read more: Rising to the Challenge: Convergence and integration changing semi's supply chain

 
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