Few products are true, long-standing icons for the semiconductor and electronic industries; the personal computer (PC) is certainly one that comes to mind, particularly in the mind of consumers, both retail and corporate. Gauging the health of the PC market is very much part of the exercise of gauging the health of the entire semiconductor industry. This is simply because the PC market comprises the majority of semiconductor consumption coming in at roughly 40%, according to the Semiconductor Industry Association (SIA).
Read more: Sector Brief: The Metamorphosis of the PC Market and Component Trends
This is the first in a series of articles surveying changes to the geo-economic landscape for the semiconductor and electronics industries in the wake of the global financial crisis. The crisis has played out differently across regional economies which has directly affected the dynamics for global electronics producers. Companies along the various supply chains also have changed, through mergers, acquisitions, joint ventures, consolidations, and insolvencies. Underlying this policy and corporate upheaval, consumers, in terms of consumer confidence and spending, have been critical to the move out of recession and into recovery, particularly in the economies farthest along in recovery.
Read more: Special Series - The New World Order: Asia-Pacific takes on new roles in semi: Part I. Japan and Korea