Design Con 2015

Headache, but Also Some Relief in Q3 for Asian OEMs

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User Rank
Stock Keeper
Is whole the market is down ??
electronics862   10/31/2011 8:25:43 PM

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.

User Rank
Supply Network Guru
Re: Is whole the market is down ??
Jacob   11/1/2011 5:04:35 AM
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.

User Rank
Supply Network Guru
Jay_Bond   11/1/2011 7:23:02 AM

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
Re: Surprise! No Surprise.
Marc Herman   11/1/2011 9:09:54 PM

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
Re: Surprise! No Surprise.
Marc Herman   11/1/2011 9:35:09 PM

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.

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