Turns out we could be in for a long shortage in the semiconductor sector. Some analysts and investment bankers say one thing, semiconductor manufacturers and other analysts say another thing. Who is right? And, what has China got to do with this?
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Semiconductors, Components
Semiconductor shortages pave road for China
Mark Larson talks Digi-Key, semiconductors, electronics components, distribution
Larson says performance marketing is rapidly replacing relationship marketing. EMS providers and OEMs recognize committed inventory heavily buffered by uncommitted inventory. Semiconductor chips will continue to address increasingly specific needs of customers. Market forces putting severe competitive pressures on local distributors forcing re-analysis of business models.
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Semiconductors, printed circuit boards, computers raise Malaysian manufacturing
First three months of year shows 24% growth in sales value of manufacturing sector. Average sales value per employee in March was 26% higher vs. same month last year. Total number of employees engaged in manufacturing sector in March 2010 rose 1.1%.
Electronics distribution executives reveal supply chain insight
Improving product mix slows average selling price (ASP) erosion. Distributors and suppliers may be gaining pricing power. Systems distribution industry should grow faster in 2010 than historical 4% to 6% growth rate. Electronics components distributor Avnet experiencing customers offering to pay for better allocation.
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2010 Semiconductor revenues target $300 billion
This year marks all-time annual high for global semiconductor revenue. Demand for consumer electronics continues to surpass expectations. Global factory revenue for electronics systems could reach $1.5 trillion. Strong sales predicted for PCs, mobile handsets, LCD-TVs, semiconductor-rich systems.
EMS as a growth industry and reasons for optimism
EMS industry underestimated. Growth opportunities seen at numerous EMS companies. Sanmina-SCI in major identity makeover. Flextronics disproportionate beneficiary in computing. Clean tech aids non-traditional EMS sectors. OEMs reevaluate strategies.
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Dissecting the 2010 worldwide semiconductor chip market forecast
Q1 sales to wireless communications market will be up 53% from same period 2009. Memory will be strongest segment during Q1. Global semiconductor revenue will rise 21.5% to $279.7 billion versus 2009 sales.
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China consumer tech spending trends
Looking at LCD flat screen TV brands most likely to be purchased, consumers like Sharp and Sony (both 10%) most, followed by Samsung (8%), among the LCD TV brands. PC brands most likely to be purchased, consumers prefer Lenovo (20%), followed by HP (11%), unbranded computers (9%) and…Dell (7%).
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False rays of hope for semiconductors?
The reduced floor size reserved by the show was enough to accommodate the crowd that filled the aisles and open areas. This created the illusion the show seemed just as busy as previous years due to the downsized area and …
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