Global Electronic Industry Supply Chain Dynamics; Forecasting Equipment Component Demand caused by Business Cycles, Product and Technology Changes Geographical Shifts

摘要

The electronic industry supply chain (finished electronic equipment, EMS & ODM activities, components, materials and process equipment) has historically experienced strong seasonality and disruptive multiyear business cycles. Relentless downward cost pressures and major changes in end product mix and technology (including the shift from traditional personal computers and cell phones to integrated mobile integrated communication devices) have further stressed all suppliers. Predicting and quantifying business cycle, technology and product changes can help companies focus R&D efforts, construct proper sales forecasts, purchase materials on a timely basis, plan capital investments and ensure adequate work force levels.