Apple Shortchanged Everyone on iPhone Memory

The design decisions of mega-OEMs like Apple Inc. can impact everyone in the electronics industry supply chain. Apple missed an opportunity to better serve its customers and suppliers when it did not increase the storage capacity of its entry-level smartphones in the latest update announced this week. Leaving the basic iPhone 6S and 6S-Plus with…

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…

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,…

Flexible Displays Gain Market Share

While flexible displays enable a host of new applications – roll-up displays, for example – the things they don’t do are also appealing. Flexible displays – which can be made on substrates such as plastic –don’t break as easily as glass, for example. One of the issues that’s been holding advancement of this technology back…

Electronics Buyers’ Environmental Role Expands

The Carbon Disclosure Project (CDP) is reporting that a growing group of purchasers, including procurement managers in the electronics industry, are increasing their involvement in efforts to collect and share data on environmental risk among their suppliers. Not only has the Electronic Industry Citizenship Coalition (EICC) recently teamed with CDP to increase the number of…

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Let’s Call Apple’s Supply Chain What it Really Is

What makes one supply chain superior to another? That’s a question that I’ve been mulling over since Apple Inc. announced that the launch of the Apple Watch has been delayed. Once again, Apple is missing a product release because of an alleged faulty component. And once again, Apple tops Gartner’s Top 25 Supply Chain list.…

Wearable Sensors to Grow 45.2% Through 2020

The burgeoning wearable electronics market would likely not exist if it weren’t for wearable sensors. The global wearable sensors market was valued at $70 million in 2014, and is expected to grow at a CAGR of 45.2% from 2014 to 2020, according to a recent report. Wearable sensors are one of the most important components…