Thanks for the posts. Like FlyingScot heard in China, Europe's manufacturing picture is down as well, based on preliminary PMI reports. This week, I'll be following up on exactly that topic: What's happening in Europe and what's the electronics/manufacturing picture looking like for the 4th quarter.
Travelling around China just now discussing silicon fab loadings and outlook with almost everyone reporting downwards just now. I reckon we are in for a lean period.
ST should be able to ride through this downturn and survive. Hopefully this is a small segment of what’s to come and not a broad picture that all chip makers are going to have a bumpy road. I'm sure all the companies will need to tighten their laces and prepare for a bumpy road, but if overall forecasts are correct, the road shouldn't be too bumpy. Intel's recently released numbers are a good sign that things aren't too bad for the overall market.
The bumby part of the journey is always scarry, especially at high speed, but i'msure ST can make it through.
I'm not a market expert and i don't know how often this bumps occurs, but i think the part of the electoncis market companies like ST and TI focust their products determins alot. I just thinking that the smart metering and smart grid sector, as well as the automotive sectors are in rapid growth and change now, and investment in products in this area should guarantee growth.
This is why the boom in the tablet market has driven Intel to develop products in that line also, so that they can stay relevant even if PCs start to suffer from the tablet boom.
STMicroelectronics earnings are not a good sign for the semiconductor market, at least in the short term. Hopefully demand for semiconductors will improve, and give STM a shot in the arm.
Good post! Your statement "it appears most companies will be strapping in their seatbelts and bracing for a bumpy ride" is similar to the call I made post Japan sunami. The current environment in the electronic market is obviously a representation of the global economy. The general slowdown in demand that is creating the need for inventory correction in the semiconductor sector is part of the global uncertainty, my hope is that the corrections in Europe will become more permannent to give the general market some confidence and an improved global economy.
EBN Dialogue enables and encourages you to participate in live chats with notable leaders and luminaries. Not only editors and journalists, but the entire EBN community is able to comment and ask questions. Listed below are upcoming and archived chats.
Archived Dialogues
Thailand Stages a Comeback Join EBN contributor Jennifer Baljko on Thursday August 23, 2012, at 11:00 a.m. EST for a live chat on how electronic manufacturers in Thailand have shored up their supply chain to reduce the impact of future natural disasters.
Euro-Crisis: What It Means for High-Tech Firms Join EBN Editor in Chief Bolaji Ojo and Contributing Editor Jennifer Baljko on Thursday, July 12, at 10:00 a.m. EDT for a Live Chat on high-tech and Europe's economic difficulties.
Microsoft Surface: Potential Winners & Losers What are the implications for the electronics industry supply chain of Microsoft Corp.'s decision to launch its own tablet PC? Join industry veteran and EE Times' systems and OEM expert Rick Merritt on Tuesday, July 3, at 12:00 pm EDT for a Live Chat on this subject.
Join EBN contributor Jennifer Baljko on Thursday August 23, 2012, at 11:00 a.m. EST for a live chat on how electronic manufacturers in Thailand have shored up their supply chain to reduce the impact of future natural disasters.
Peter Drucker famously said "Trying to predict the future is like trying to drive down a country road at night with no lights while looking out the back window." Yet in the razor's-edge world of electronics—with a lean supply chain and just-in-time demands—the need to know the future is vital.
While no one really can accurately predict the future, we can take guidance from another Drucker saying which is the best way to predict the future is to create it.
You've heard the saying "the No. 1 supply chain risk is your people." That hasn't always been the case. But today's complex global supply chain requires a new type of multitalented employee. It's one who understands, finance, marketing, economics, is savvy with technology, graceful with relationships and can think analytically.
Where are these people? Are universities properly preparing the next generation supply chain professionals? How do train your existing workforce for these new, demanding positions?
Brian Fuller, editor-in-chief of EBN, will lead a 60-minute Avnet Velocity panel discussion that will ask and answer these and other questions swirling around today's supply-chain talent challenges.
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