Production Capacity for AMOLED Panels Expands; China’s Share to Rise

Due to rising demand for OLED displays in smartphones and high-end flat panel TVs, panel manufacturers are making bigger investments in new OLED display fab construction, according to market research firm IHS Markit. This investment is expected to increase global production capacity of AMOLED panels — including both red-green-blue (RGB) OLED and white OLED (WOLED)…

Supply Chain Risks Worry OEMs Most: Here are the Top 20

Electronics OEMs count supply chain risks as the most troubling set of challenges their businesses face, ahead of global economic malaise and geo-political issues. Problems such as inaccurate forecasts, sourcing constraints, supplier consolidation, pricing fluctuations, inventory management problems and the negative effects of natural disasters on shipping, procurement and logistics top the list of operating…

OEM Re-Verticalization is Squeezing Semiconductor and Distribution TAM

Verticalization – or the more modern version of it – is in vogue again and its embrace by the biggest and most powerful OEMs is roiling the electronics industry as the opportunities and sizes of markets served by semiconductor makers, component distributors and software developers shrink further, forcing a re-evaluation of their roles, offerings and…

Pangea is Born: How will it Impact the Flash Memory Supply Chain?

If the planned $18 billion sale of Toshiba Corp.’s flash memory unit to a consortium led by Bain Capital Private Equity, LP survives legal objections and receives regulatory approval, the deal can be expected to result in higher component supplies within the next year, helping to allay OEM fears of tightening purchasing conditions for the…

electronics, conflict minerals, Africa

How the SEC’s Shift on Conflict Minerals Will Impact Electronics

Portions of the electronics industry are applauding a policy shift toward the so-called “conflict minerals” rule that requires publicly traded U.S. companies to disclose the use of tin, tantalum, tungsten and gold (3TG) sourced from war-torn regions of Africa. Acting Securities and Exchange Commission (SEC) Chair Michael Piwowar has directed agency staff to reconsider how companies…