Even with an improving economy, the pressure to do more with less continues to transform the electronics design chain. Distributors are answering that call, providing one-stop shops for a variety of components, technologies, and training opportunities.
Two market research companies report Q3 gains in PC shipments, a welcomed sign of continuing recovery in the electronics market for the semiconductor industry.
Counterfeit ICs falsely bearing markings from the likes of Intel, ADI, and National Semiconductor were allegedly brought into the United States and sold by three family members in California, according to a US Attorney’s Office indictment.
Specific segments that include defense/aero, medical, security, lighting, and transportation are strong design and electronics supply chain opportunities for the Americas.
The European Chemicals Agency has published proposals to identify chemicals as "Substances of Very High Concern" under the REACH regulation and is currently welcoming comments on these 15 substances.
While revenue began growing on a sequential basis in Q2, encouraging some market watchers to better their 2009 forecasts and some industry players to upgrade their Q3 guidances, sales will not begin to increase on a year-to-year basis until May 2010, iSuppli estimates.
While the market research company is not concerned about shortages, it explains the impact of Q2's reduced inventories on Q3's supply and demand equilibrium and suggests the September quarter will likely see revenue rise 3% more than actual demand would warrant.
GUEST OPINION: In comparison to China, Mexico has emerged as a “best cost country” for products destined for the United States and global markets. The reasons are relatively straight forward.
Remaining cautious, Gartner reports that 2009 worldwide PC shipments will decline much less than previously anticipated. Gartner also reports that unit-wise, 2010 should be a considerably better year for the PC market.
Converge also says that despite delays AMD's Capella is expected to make the Intel Montevina obsolete, which has OEMs nervous as they seek a consistent brand for the peak holiday season, in its Market Insights electronics supply chain report.
A panel sponsored by international science and technology interest group Monte Jade explored the realities behind the promise of huge new microelectronics markets from so-called Green Tech—the global drive to lower carbon footprints, reduce energy use, and shift to sustainable consumption. The panel combined venture capitalists, industry executives, and an executive from a key electric power industry organization, and produced a fascinating cross-fire of ideas.
Gary Nevison, legislation and environmental affairs manager at UK-based distributor Farnell and its US company Newark, recently discussed the Environmental Design of Electrical Equipment Act and compared it with ROHS.
Better than expected demand, especially from distributors serving broad industrial markets, pushes National Semiconductor's revenue up 12% sequentially. Questions still remain, however, as to if the good news is the result of a recovery or restocking.
With TI now calling for Q3 revenue of $2.73 billion to $2.87 billion, compared with the prior range of $2.5 billion to $2.8 billion, analysts' outlooks improve and suggest conditions are "very favorable" for chip suppliers on a go-forward basis.