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…

Tsinghua-Micron: A Fake $23B Deal to Test U.S. Regulators?

Micron Technology Inc. may be an attractive acquisition target but it should not be on the acquisition menu of China’s Tsinghua Unigroup Ltd. as reported earlier this week by many news outlets. In fact, considering the likely regulatory opposition to the deal, it shouldn’t even be seriously considered by a Chinese company. This transaction doesn’t…

NAND Flash Market Expands; Prices Decline

The global NAND flash market is growing at a CAGR of 10.1 percent to 2019, with market revenue expected to top $49 billion by 2019, according to the research report Global NAND Flash Market 2015-2019. At the same time, lower materials and manufacturing costs are helping manufacturers decrease NAND-flash ASPs. NAND flash-based storage devices are now considered…

Is NAND Flash in Limbo? Channel Pricing and Corporate Strategies

The more things change, the more they stay the same. Such is one version of the current tale in the NAND flash market as seasonally weak demand hangs on and prices limp along. Given how impressive 2014 was for a good chunk of the global semiconductor and electronics supply chain, it’s a good time to check midstream channel…

5 DRAM Trends to Watch in 2015

Memory chip makers have never had much problem selling lots of DRAM, but making money at it hasn’t always been easy. According to TrendForce, 2014 will be one year that’s been profitable for the memory market, and if it’s up to vendors, 2015 will be as well. Tier-one manufacturers, benefiting from the global smartphone boom,…

Component Trends: Some Memory Allocation

Memory components continue to be the most volatile segment in the supply chain in October, according to Avnet’s most recent Market & Technology Trends report. Similar to prior months, both memory prices and lead times continue to increase. Across the market, overall memory availability is running 6 weeks to allocation, according to Avnet. DDR-3 SDRAM…

Component Trends: A Little More Volatility in September

Lead times and prices in the electronics components industry saw a little more movement in September than in prior months, according to Avnet’s latest Market & Technology Trends report. Pricing of analog components, discretes, logic and memory inched up in the semiconductor market while in IP&E, only military interconnect prices increased. Lead times are increasing…