distributors

Chip Mergers: For Arrow, So Far, So Good

So far, Intel Corp.’s acquisition of Altera Corp. has not affected either supplier’s relationship with global distributor Arrow Electronics Inc. Although neither company was mentioned by name, Arrow CEO Mike Long told analysts on a quarterly conference call this week that consolidation in the semiconductor market — which also includes NXP/Freescale and Avago/Broadcom — has…

Why is Distribution Outperforming Suppliers?

This past financial quarter has driven home the adage that business concentration among a few large customers has its downside.  For example, although Apple Inc. sold almost 48 billion iPhones in Q2, many of its suppliers – according to CNN and others – were “getting crushed:” Just look at Cirrus Logic (CRUS), which makes micro chips…

Semiconductor Consolidation Drives 1H15 M&A

In high-tech “disruptive” is a good thing. Disruption was the driving force behind the majority of the high-technology mergers and acquisitions in the first half of 2015, with acceleration in deal-making during Q2. Corporate technology buyers pushed 2Q15 deals to a record $127.2 billon, which is higher than any quarter since 2000 and up 65…

Managing Innovation and Innovating Management in Electronics

Managing innovation is not necessarily about product or component innovation – it is importantly also about knowing how to extend strategic models into new markets, whether geographic and/or business. Just as the semiconductor and electronics supply chain continues to diversify and penetrate more deeply into once niche markets (e.g., automotive, health and fitness, industrial automation,…

SEMI Applauds Trade Progress

SEMI has praised a plan to expand the Information Technology Agreement (ITA) and begin negotiations to finalize the deal.  Following a multiyear effort on behalf of global information and communication technology industries, a meaningful agreement now appears within reach, the organization said. SEMI (www.semi.org) worked with a host of industry and government officials in an…

Arrow Increases Stake in Mobility Device Management

The Bring Your Own Device (BYOD) movement, which allows employees to use their personal cell phones, smartphones, tablets and laptops for business, has become a challenge for many corporations. While BYOD enables businesses to reduce the costs associated with providing hardware for their employees, securing those devices becomes expensive as companies try to find security…

Striking a Bimodal Balance in the Supply Chain

Balancing growth, innovation, and efficiencies to move into increasingly competitive markets comprises a directive that extends across executive responsibilities and into supply chain relationships. This balance is part and parcel of a set of strategic challenges not only for the semiconductor and electronics supply chain, but also across many industries. In the electronics industry, where…

Gartner Reduces Chip CapEx Forecast

Weakness in both the euro and the yen has  dragged down the semiconductor equipment spending forecast, according to Gartner. Worldwide semiconductor capital spending is projected to grow 2.5 percent in 2015, to $66.1 billion,  down from the 4.1 percent growth predicted in the previous quarter’s forecast. “Since the previous quarter’s forecast, continued weakness in the…

Robot Love: It’s all about the Sensors

Tomorrow’s home care robots are more likely to adopt a human-like appearance rather than Paro’s Pinnipedian form factor. Even the first-generation products include rudimentary attempts to offer emotional comfort. The head of the Kompaï robot from Robosoft features a “face,” for example, while the Giraff robot from Sweden’s Giraff Technologies AB displays a screen image…