Panjiva Daily: COVID-19’s cost in Texas and Mexico; camera shipments snap June 30, 2020 U.S. states including Texas are pausing the process of reopening post COVID-19 as case numbers rise – we examine the state’s supply chain – while Mexico is still recovering; Samsung and Canon in the same frame as Olympus as camera shipments slow. Also: Ready to ride the recovery wave – S&P Glo... Read more →
Samsung and Canon in same frame as Olympus as camera shipments slow June 29, 2020 Olympus has announced plans to sell its loss-making camera business to a private equity fund. That’s likely due to a shift in consumer preferences towards smartphones. Imports of cameras to the U.S. fell by 12.1% in dollar terms in the first quarter of 2020 compared to a year earlier. Declines... Read more →
LG Electronics Leads Growth as TVs Get Ever Bigger At CES January 9, 2020 The CES trade show has brought ever larger televisions including a rollable screen from LG Electronics, “The Wall” from Samsung Electronics and an 85″ screen from Sony. The increased physical supply chain complexity associated with those devices comes as the firms also face volatility in the r... Read more →