Busy Autumn but What Will 2006 Bring?

摘要

The "fall busy season" is centered in consumer electronics-producing countries (Asia) but the "overflow" is global. Personal computers, cell phones, video games, and audio & video equipment all exhibit strong seasonality with production peaking in October or November. Each autumn busy factories cause temporary material and component shortages, price increases, longer lead times and, for North America and Europe, a temporary return of some business previously lost to SE Asia on price. Global supply balance and capacity utilization are key. All end-markets are ultimately affected-not just the consumer sector.