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Electronics Industry Analysis and Strategy

DRAM Market to Post Record Growth in Q4

December 15, 2017
The DRAM market is forecast to post record sales growth in all four quarters of 2017 on the back of strong growth from servers and mobile products. Source: DRAM Market to Post Record Growth in Read More

Are OEMs Critically Unprepared for Sourcing?

December 15, 2017
New data reveals that manufacturers are critically unprepared for strategic sourcing and procurement, according to AI advisor for strategic sourcing, LevaData. Source: EBN – Nicole DiGiose – Strategic Sourcing & Procurement Shows OEMs Critically Unprepared, Read More

IDC’s 10 Supply Chain Predictions for 2018

December 14, 2017
The supply chain is undergoing major changes as the manufacturing sector ramps up its effort to adopt new capabilities and technologies around advanced analytics, cloud networking, the internet of things (IoT), and blockchain. Source: IDC’s Read More

Global Electronics Update for December 13, 2017

December 13, 2017
China/Taiwan Update; Component Demand for iPhone X Weakening ; Global Semiconductor Sales up 21.9% in 2017; Industry Forecast Revised Upward;Smartphone Assembler in Q3; Worldwide Enterprise Storage Systems Factory Revenue Rose 14.0% y/y to $11.8 billion Read More

US Electronics Output To Top $10bn.

December 13, 2017
Assuming no substantial rise in the volume of imports from Japan, America’s major competitor for US markets, the US electronics industry should break through the 10 billion dollar (£2,800 million) level of total business in Read More

Notebook ODMs see rising shipments in November

December 13, 2017
Taiwan-based notebook ODMs have announced their November shipments with Quanta Computer shipping 3.9 million units, up from 3.5 million in October. Quanta’s notebook shipments reached 38.7 million in the period from January to November. Source: Read More

Semiconductor sales in Europe up 19.5% 

December 12, 2017
European semiconductor sales reached USD 3.366 billion in October 2017. This represents a 19.5% increase compared the same month one year ago, ESIA reports. » Evertiq Source: Semiconductor sales in Europe up 19.5% compared to Read More

Slowing iPhone X sales

December 12, 2017
iPhone X shipments are slowing, reports Digitimes. Apple’s forecast for November shipments is said to have slipped 30%. The supply chain is expecting weaker sales in December. Source: Slowing iPhone X sales Read More

Apple Watch 3 growth benefits IC packagers

December 12, 2017
Shipments of Apple Watch 3 are expected to surge 20% on year to reach 23-25 million units in the coming year, which will greatly benefit Taiwan players in the supply, particularly backend packaging and testing Read More

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