磐聚网调研 — Panjiva

Expeditors, UPS shift more phones, PCs as spend beats speed in air-to-sea switch

January 20, 2021

A continued shortage of air freight capacity versus demand has led Lufthansa to suspend its guaranteed service offering. While demand might slacken during the lunar new year there is been a considerable degree of congestion in the global logistics sector to unwind. There’s evidence that the su... Read more →

Ericsson supply chain shifts as Samsung launches IP suit

January 12, 2021

Samsung Electronics has filed an intellectual property infraction complaint with the U.S. International Trade Commission regarding Ericsson’s imports of 5G mobile base stations. That may lead to cross-licensing but won’t help telecoms supply chains that have already been disrupted by the U.S.-... Read more →

2021 Outlook: Life (during) after COVID-19 – supply chain strategies

January 11, 2021

Corporate supply chains have faced four years of upheaval in global trade policy and disruptions from the pandemic. This report considers key drivers for decision making, and decisions made so far, regarding the structure of supply chains in 2021. The pandemic has caused supply chain disruptio... Read more →

iPhone, Xbox help, pandemic hinders as U.S. trade activity remains weak

January 7, 2021

U.S. international trade activity remained in the doldrums in November with aggregate imports and exports across goods and services having fallen by 5.6% year over year, the 14th straight decline. While imports of goods extended their recovery with a 5.8% improvement there was a continued down... Read more →

Panjiva Insights: What to watch for U.S. trade policy under the Biden administration

December 17, 2020

Panjiva Research took part in a webinar on Dec. 16 with our colleagues from S&P Global Ratings to discuss U.S. trade policy under the incoming Biden administration. This report provides a replay and discussion of key questions asked. A poll of the audience showed only 12% expect the U.S.-China... Read more →

Life after the elections: Biden tariff reset would come with complications

December 16, 2020

President-elect Biden may bring a different approach to the use of tariffs within trade policy compared to the Trump administration. The latter has used a wide variety of measures ranging from the trade war with China to defense of the steel industry and support for home appliance makers. Tota... Read more →

Apple investigates supply chain as Wistron faces labor unrest

December 15, 2020

A violent protest at a Wistron electronics factory in India linked to labor conditions has led Apple to state it has “launched a detailed investigation” of the event. Wistron’s contract manufacturing has been central to Apple’s move to produce the iPhone in India rather than importing from Chi... Read more →

Panjiva Basics: Pertamina, The Gap, Toyota and Huawei – Indonesian trade in a nutshell

November 20, 2020

We’ve published a report today examining the structure of Indonesia’s trade to accompany the launch of a new Panjiva data set for the country. We find that Indonesia has experienced slow merchandise trade growth over the past five years, with annualized export growth of 2.7% and import growth ... Read more →

FedEx, Dell partner to provide web of edge datacenters and services

November 18, 2020

FedEx, Dell and Switch have partnered to build a series of datacenters in the U.S. to provide low-latency edge computing networks. FedEx is the first customer and will provide real estate. Data from 451 Research shows 62% of firms are processing Internet of Things data at an edge location comp... Read more →

Xi’s controllable supply chain plan emerges amid export boom, U.S. upheaval

November 10, 2020

The outline of China’s 14th Five Year Plan (FYP14) has emerged with 12 key elements from the recent 5th Plenum of the CPCC and a related speech by President Xi Jinping. The plan will include “the construction of scientific and technological power” including “major breakthroughs in core technol... Read more →

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