Covid-19, MLCC, Thailand, electronics, components, Southeast Asia

Covid-19 Impacts MLCC, Resistor, Smartphone and 5G Supplies

Editor’s note: Our colleagues in China, Taiwan and other regions in Southeast Asia continue to report, from the ground, on the coronavirus’s impact on the electronics industry. ESMChina shared the following update. At least 30 countries around the world have declared a state of emergency, according to EPSNews sister publication ESMChina, as Covid-19 continues to…

How a Supply Chain Planning System Drives Total Value, Part 1

Editor’s note: This is the first of a two-part series examining how a supply chain planning system model can improve customer service and drive total value creation. Supply chain complexity has increased exponentially over the past several decades because of globalization, consumer demand for increased product customization and the development of multi-functional business processes to…

contraction, manufacturing, factories

U.S. Factory Activity Plunges to a 4-Year Low; Electronics Industry Stalls

U.S. factory activity in December plunged to a four-year low as new orders, production and employment declined sharply from November 2018 levels. Even the electronics industry, which struggled to meet component demand for the entirety of last year, abruptly hit the brakes. “Growth appears to have stopped,” a computer and electronics executive told the Institute for…

ISM, purchasing, manufacturing, forecast

Purchasing Execs Predict Revenue, Capex & Employment Growth in 2019

U.S. purchasing and supply executives are entering 2019 with a bit less enthusiasm than 2018, although optimism remains strong for the next calendar year. Sixty-four percent of U.S. manufacturers polled by the Institute for Supply Management expect their revenue will grow by 5.7 percent in 2019, compared with the 5.1 percent increase predicted for 2018.…

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…

OEMs Should Commit to Inventory During Component Shortages

The causes, effects and implications of “The Great Component Shortage of 2018” have been thoroughly analyzed. The automotive and IoT industries have been driving unprecedented demand for smaller and more efficient passive electronics, which in turn has stretched lead times for these once- commoditized components to the breaking point. What hasn’t been discussed, however, is the equal…

Micron. memory, DRAM

Will China’s Micron Ruling Impact the Supply Chain?

DRAM supply and demand is so volatile that memory production, prices and availability are often measured separately from other semiconductor products. The electronics industry is currently in the midst of shortages of many critical components. An injunction, which has halted U.S.memory manufacturer Micron Technology from producing certain DRAM and SSD products in China, may press an…