Tag Archive
Risky business
ESNA's recent DRAM article brings attention to the risk of buying on speculation. Yes, DRAM pricing is likely to have reached rock bottom or is very close to it so now would seem like a good time to stock up on DRAMs, right? The thought is when demand rises again, OEMs will have the... »
Independent distributors expect another strong year
Business may not be as robust as last year, but some independents say double-digit growth is likely in 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). »
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. »
PV installations to nearly double in 2010, spot shortages ahead, says iSuppli
Global solar installations are projected to rise to 13.6 GW in 2010, up 93.6 percent from 7.0 GW in 2009 due to a rising sales in Germany coupled with falling prices, reports iSuppli. As a result, there could be possible spot shortages of inverters and panels that could restrain growth, said iSuppli. »
LCD desktop monitor production spikes in January
January LCD monitor production for top PC and monitor brands, which is about 85 percent of the market, was 12.5 million units, the highest level in more than a year, according to a new report from DisplaySearch. The market researcher says it's too early to determine if it indicates a recovery or double booking... »

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.