Order Cancellations: Correction or Downturn?
Order cancellations are good news for chip-starved industries that will be able to get their hands on devices sooner rather than later
EDS: An Historic Cancellation
Trade show postponements have become standard operating procedure during the Covid-19 outbreak, and rightly so. Last week’s cancellation of the Electronic Distribution Show (EDS) also qualifies as historic. The show has been around in one form or another since the 1930s and has suspended assembly only during World War II. EDS was scheduled for May…
Supply Chain More Optimistic About Q2 Component Demand
Industry experts polled in April were slightly more optimistic about electronic component demand, bookings and order cancellations than they were in March. Of roughly 20,000 global respondents to Technology Partners Consultants’ April survey, 29 percent expect a better Q2, versus 23 percent the prior month. “Based on our survey results and conversations with various supply…
Q2 Component Demand Improves but Instability Reigns
The fortunes of the electronics supply chain can change on a dime. Following two years of severe component shortages, demand is weakening, and inventories are too high, a March study found. One global distributor describes the environment as “normalizing” but cautions there’s still a lot of instability in the 2019 forecast. “Based on our survey…