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)…

Wireless: A Bright Spot for Semiconductors

Sales of wireless semiconductors grew almost four percent, reaching $56 billion in 2015, while revenue for the total semiconductor market dropped two percent to $347 billion, according to IHS Inc. The wireless market includes logic and analog semiconductors used in a variety of connectivity, mobile phones, media tablets, and mobile infrastructure applications. Due to lower…

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…

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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.…

Tight Supply Continues for DDR3 SDRAM

DDR3 SDRAM continues to be the bellwether of the memory market. Despite fluctuations in pricing, product continues to be scarce and lead times continue to be an issue. Lead times for DDR3 memory ranges from 12 to 16 weeks with inventory levels remaining tight. Forecasts are pushing lead times to early 2015 for deliveries. Within…