Tag Archive
DRAMs: A buyer’s market
The DRAM industry will be marked by oversupply and falling prices during the second half of 2011, according to a new report from IHS iSuppli. »
High chip inventories could translate into oversupply
IHS iSuppli is reporting that global inventories held by semiconductor suppliers climbed to their highest level in two-and-a-half years during the fourth quarter of 2010, which could result in an oversupply scenario if growth slows in 2011. »
LCD panels are in oversupply
Shipments of large-sized LCD panels significantly exceeded end-market sales of televisions, monitors and notebook PCs in the first half, spurring a major buildup of LCD inventory and finished products, according to market research firm iSuppli. »
Hefty capital spending triggers LCD panel oversupply
Large-sized LCD panel manufacturers are boosting their spending on capacity expansions by more than 40 percent in 2010, triggering an oversupply of LCD panels , according to iSuppli Corp. »
Solar panel market stuck in oversupply
Although the global solar panel market remains in an oversupply situation, the inventory glut plaguing the industry has begun to abate somewhat due to surprisingly strong demand from Germany, according to iSuppli Corp. »
Earthquake disrupts LCD glass supply, no major impact on panel production, says iSuppli
An earthquake in Japan this month has caused Corning to suspend production at its glass manufacturing facility in Shizuoka, reports iSuppli Corp. The market researcher says the suspension will slightly worsen the existing shortage of glass for LCDs, but isn't likely to have a major impact on panel supply during the holiday season. »

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.