Electronics OCMs and Distributors Weigh in on Shortages, Tariffs & 2019

As the electronics industry plows through calendar Q4, murmurs of uncertainty around 2019 are surfacing. Analysts say there’s a possibility that demand for electronic components will cool in 2019, and tariffs continue to fuel uncertainty throughout the electronics supply chain. “Semiconductor memory ASPs are going to fall. Semiconductor sales are going to decline. The U.S…

distributor, America II, Advanced MP, Global,

America II Grows Globally With Advanced MP Buy

One of the electronics industry’s largest hybrid distributors – America II Electronics—has acquired another leading hybrid, Advanced MP Technology. The combination of two companies—an estimated $427 million in revenue—would rank the company 15th on EPSNews’ Top Global Distributors List. Both companies have been augmenting their independent – or non-authorized – distribution model with franchised suppliers.…

Tariffs Raise ‘Red Flag’ on Component Supply Risks

Electronics executives and industry experts are all over the map regarding the impact of U.S. and China tariffs on component supplies, OCMs, distributors and their customers. One thing is crystal clear – tariffs, or “taxes,” in one form or another are going to be passed on to buyers. Research and investment firm Morgan Stanley projects…

double ordering

Double Ordering of Electronic Components Hits ‘All-Time High’

Although the electronics supply chain has been dancing around the issue of double ordering for several quarters, a recent Morgan Stanley report finds there’s been a “significant uptick” in double ordering that has extended component lead times even further. Evidence of double ordering also has analysts questioning the sustainability of the current component-demand upcycle. “To…