Tag Archive
Panel makers cut glass input by 14% in Q3
Panel makers are expected to cut glass input by 14 percent in the third quarter of 2011 due to falling prices and weak demand for large-area TFT-LCD panels, reported DisplaySearch. »
LCD panel pricing inches up slightly in June
Despite weak demand for large-sized liquid crystal display (LCD) panels in June, overall LCD pricing is expected to increase slightly this month as companies rebuild inventories to mitigate any potential supply disruptions related to the Japan earthquake and tsunami in March, reported IHS iSuppli. »
Watch for higher LCD monitor tags
Monitors are still a big source of TFT-LCD demand, but these manufacturers have lost control of their cost structure, operating in the red during the second half of 2010, according to research analysts at DisplaySearch. This is likely to result in price hikes in the second quarter of 2011. »
Tablet PCs to gobble up NAND Flash supply
Strong demand for tablet PCs in 2011 will help drive consumption of embedded NAND flash memory, reported DRAMeXchange. The market research firm also noted that more than 80 percent of tablet PCs will use embedded NAND Flash solutions including eMMC and on-board Flash storage (16 GB/32 GB). »
IC inventories head up, but don’t worry, says iSuppli
Chip suppliers are reporting rising inventory, but market research firm iSuppli Corp. says there is no cause for concern with demand expected to increase during the coming months. »
Electronic component orders fall in July, says ECA
After reaching a two-year high in June, electronic component orders fell in July, according to the monthly order index compiled by the Electronic Components Association (ECA). »
Mixed forecasts for solar, prices to fall 8%
PV module shipments are expected to slow, starting in the fourth quarter of 2010 and declining close to ten percent quarter-on-quarter in the first quarter of 2011, according to IMS Research. The market research firm also expects PV module prices to decline by eight percent in the first quarter of 2011. »
Materials shortages impact LED backlight supply
LCD makers have been suffering from key component shortages related to LED backlights since the first quarter of 2010, reports DisplaySearch. These include shortages of optical polymethyl methacrylate (PMMA), which have limited production of TV light guide plates, and sapphire substrates used by LED makers, according to the market research firm. »
PMIC shortages, higher ASPs, says iSuppli
Strong demand for power management semiconductors in the first half of 2010 have resulted in shortages and higher price tags in the first half of 2010, reported iSuppli Corp. »
Biggest drop in DRAM pricing, NAND shortages in second half, says Gartner
Spot pricing for DRAMs experienced the biggest price decline last week in more than 12 months with average pricing across all densities and technologies down 5.5 percent compared with the previous week, reports Gartner Inc. Pricing fell in the double-digits for older DDR parts, while pricing for DDR3 fell about six percent, according to... »

ESNA spoke with ReSolve, part of Arrow's newly launched reverse logistics group, which also includes Intechra, an IT asset disposition services company and Converge, an independent distributor, to discuss the importance of a reverse supply chain logistics program.
The aftermath of Japan's earthquake last month has left the electronics supply chain struggling with production stoppages and shipment delays of electronic components and raw materials supply.
Because the DRAM market is highly volatile the current buyer's market could quickly swing into a seller's market during the second half of 2011. Buyers will need to keep an eye on several key issues.



Delphi Automotive intros an aluminum cable as an alternative to more expensive copper cabling in automotive applications.