Headache, but Also Some Relief in Q3 for Asian OEMs

NO RATINGS
View comments: threaded view | newest first | oldest first
electronics862
User Rank
Stock Keeper
Is whole the market is down ??
electronics862   10/31/2011 8:25:43 PM
NO RATINGS

Thanks for the post Mac. By looking at the Samsung is down 23%, LG's $130 million losses in the quarter is the whole market going down? But still the supply is high, there is always a hope for the best market. The smartphone and tablet will be the prominent portion of the e-market.

Jacob
User Rank
Supply Network Guru
Re: Is whole the market is down ??
Jacob   11/1/2011 5:04:35 AM
NO RATINGS
1 saves

Marc, Asian OEM companies may have a good Q3 results, because of the impact of Q1 & Q2. But due to the flood in Thailand, the Q4 results may not be good, more over again there may be chance for global economic slowdown too.

Jay_Bond
User Rank
Supply Network Guru
re:
Jay_Bond   11/1/2011 7:23:02 AM
NO RATINGS

My takeaway is that these Q3 numbers are overall a good thing. Yes, some companies like Samsung and LG show losses, but this is due to specific market segments pulling them down, not overall sales performance. This means that Q4 numbers and total 2011 numbers should show us that despite global economic issues, the electronics industry is doing well and not as downtrodden as other global markets.

Marc Herman
User Rank
Blogger
Re: Surprise! No Surprise.
Marc Herman   11/1/2011 9:09:54 PM
NO RATINGS

Heh. I see what you mean; my sense of it was that we are seeing with samsung a great example of the difference between bottom line and public profile. Samsung, thanks to the Galaxy line, is absolutely everywhere -- except for in the black part of the balance sheet. We all know why that is so, but it's still a nice reminder that visibility doesn't always mean clear success. At least in the short term. Thanks for your comment. 

Marc Herman
User Rank
Blogger
Re: Surprise! No Surprise.
Marc Herman   11/1/2011 9:35:09 PM
NO RATINGS

I have that sense too, yeah. Though if you can answer your own question on timing, then I would also like some stock market tips from you.



More Blogs from Marc Herman
Alibabi's logistics plans have gotten a lot of attention as a business deal, but it's time to consider what it means for the supply chain.
The TV arms race has implications for the entire electronic supply chain, as screens consolidate their position as the focus of device design across the entire industry.
If Taiwan is to really get in the game, it will have to catch up to competitors not just on capacity, but also on research and development.
For dozens of OEMs and their supply chains, if Amazon starts to seem unreliable, so will everyone upstream along the retailer’s supply lines – fair or not.
Motorola's "PhoneBlok" modular concept could be the next evolution of mobile. But where will they get the "bloks"?

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
Latest Poll
EBN Dialogue / LIVE CHAT
EBN Dialogue enables you to participate in live chats with notable leaders and luminaries. Open to the entire EBN community of electronics supply chain experts, these conversations see ideas shared, comments made, and questions asked and answered in real time. Listed below are upcoming and archived chats. Stay tuned and join in!
Archived Dialogues
Live Chat 4/3: Business Networks Emerge as Procurement's Future
Rachel Spasser, SVP and CMO at Ariba, discusses the key elements of a strong business community.
Live Chat 3/27: Finding the Procurement and Technology Sweet Spot
Increasingly, choosing the right software and technology tools is critical to empowering procurement to realize strategic advantages.
The Velocity Report Archive
Click here to see our newsletter archive.
EBN Newswire
THIEF RIVER FALLS, MN   4/15/2014
Digi-Key Debuts Innovative Mobile App for Freescale
SANTA MONICA, CA   4/9/2014
Master Electronics Acquires Electro Sonic
Twitter Feed
EBN Online Twitter Feed