Supply Chain Research — Panjiva
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Supply Chain Research

Showing research about Taiwan

2023-04-21-sce-thai-tech-exports-600x405

Supply Chain Edge: The new Vietnam

Thailand might be the next computer supply chain hub, although there will be a fight to displace mainland China as the main exporter and beat Mexico and Vietnam as rapidly expanding centers. We published new research this week looking at downturn-era supply chain strategies among the global to... Read more →

2023-03-06-sce-china-phone-exports-600x437

Supply Chain Edge: Mobile smartphone manufacturers

A new crop of smartphones at the latest Mobile World Congress (MWC) aims to arrest a downturn in global demand. We dive into reshoring as a way to cut costs and look at the rise of India as a production and export center. Retailers are starting to cut excess inventories built up as a result of... Read more →

2023-02-17-supplies-of-batteries-surging-600x436

Supply Chain Edge: Fording the EV gap

Key findings this week: Ford’s electric vehicle supply chain is expanding rapidly but faces operational and sourcing challenges. The consumer goods industry, particularly the toys industry, has an inventory problem and trade activity has fallen as a result. Foxconn is the latest electronics fi... Read more →

20211027-rec-origins-600x404

REC Silicon shifts sourcing to China

REC Silicon reported a 19.5% year-over-year change in Q3 revenues that exceeded analyst expectations by 4.9%. Panjiva data shows that imports associated with the firm increased by just 1.0% year over year in the quarter, hitting supply chain headwinds that SVP Kurt Levens noted were also oppor... Read more →

20211006-renesas-india-600x402

Samsung, Panasonic could use boosted Renesas capacity

Renesas, a chip maker, is boosting capacity by 5%0 for high end microcontrollers and 70% for low end chips by 2023, an announcement that may come as good news for the hard hit electronics sectors. While Renesas has little activity in U.S. seaborne datasets, Panjiva India data shows that import... Read more →

20210922-china-to-la-600x399

ZIM, MSC lead 2M to top August carriers

Vessels waiting outside the port of Los Angeles and Long Beach exceeded 60 vessels as of Sep 16, showing how the holiday season is ramping up congestion at those ports that may have already hit capacity limits. Disruptions in China and Vietnam don’t seem to have lifted much pressure, even with... Read more →

20210825-retail-sales-600x404

Walmart takes control of shipping to meet retail demand

U.S. retail sales grew by 13.9% in July estimates, continuing a long string of growth that is tapering off. Some of this may be driven by a slowdown in non-store retail that only grew by 3.7%, potentially indicating that e-commerce is hitting headwinds, while imports of consumer discretionary ... Read more →

20210818-supermicro-macro-600x406

Super Micro, Asus fight high demand with imports

Orders for Chromebook parts are down, potentially a sign that the rabid demand for laptops in the U.S. may be slowing. Panjiva analysis shows that imports of laptops grew by only 3.8% year over year in Q2, against Q1 which saw a 110.7% year over year increase. Asus likely took advantage of the... Read more →

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