Semiconductor orders were up hidden behind – Semiconductor – electronics industr
Prices DSP, FPGA prices, amplifier prices, no price rise is not Semiconductor Device. The investigation, according to the author, at present, many customers to extend the order because of the continuing cycle, had to take a double order form, the recent Wall Street analysts pointed out that programmable logic supplier Xilinx is facing this risk.
JP Morgan analyst ChristopherDanely in a May 18 report that part of the Virtex-5 supply cycle from 4 to 6 weeks has been extended to 10 weeks.
Fact, many Wall Street analysts in recent weeks have released a report that fear FPGA vendor Xilinx and Altera's inventory, but some people think that do not have to worry about. Xilinx CFOJonOlson at the annual shareholder conference call said, Xilinx's strong growth comes mainly from the sale of new products, and is in the client work together to determine whether they have a buffer stock. "Overall, very few of their inventory and the retail good." Olson said.
Danely raised one hand, the performance level of Xilinx in 2011, but he also raised the issue of inventory Xilinx. Danely said that Cisco's second quarter level of the intended purchase amount of 43 million, compared to a 3.3 billion for the quarter, up 30% in the first quarter only 19% of incremental, which means customers may adopt a "double order" approach.
Danely said that once extended delivery components, OEM will be using a variety of channels, single, and only use the cash to get that part of the first order, cancellation of other orders, and this will lead to commercial vendors or channel inventory increase.
Ten years, a person engaged in the distribution of such concerns as expressed, have no sense of double orders, and can not resolve the issue now out of stock, and, may cause customers and vendors the risk of both sides.
Risk for the customer, that person that if no tension between supply and demand, the product will immediately "rush forward", resulting in lower prices. "This is the stock who will cause a loss who, from hard to hard pressure to do stock inventory, the factory has just started to increase production capacity of the premise, it can not be cut in time, thus causing the price customers will feel more and more expensive, this Customers will purchase when the time delay, thus causing the semiconductor industry chain once again collapse. "
The source also said, "Suppliers face the rushing of orders, can not distinguish between the actual market demand for large, resulting in no expansion would lose a share of the excess expansion on the embarrassing situation."
"If the original right Proxy Business management in place, then the agent's inventory, the actual needs of customers should be clear, but the forced situation, customers will often themselves confused, we should take their own screening of the original. "The proposal to place our customers," listen to agents, listen to customers, and finally to become their own, or, finally himself confused. "
The e-commerce company in China offers quality products such as china CRb-100 Test Bench , CRI Tester, and more. For more , please visit test fixture today!
Processing your request, Please wait....
