supply chain – JVC Europe http://jvc-europe.com/ Sun, 20 Mar 2022 19:25:48 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://jvc-europe.com/wp-content/uploads/2021/05/jvc-europe-icon-150x150.png supply chain – JVC Europe http://jvc-europe.com/ 32 32 Smartphone and TV prices could rise amid covid resurgence https://jvc-europe.com/smartphone-and-tv-prices-could-rise-amid-covid-resurgence/ Sun, 20 Mar 2022 19:25:48 +0000 https://jvc-europe.com/smartphone-and-tv-prices-could-rise-amid-covid-resurgence/

NEW DELHI : The lockdown of China’s Shenzhen tech hub following a new wave of coronavirus cases could inflate prices for TVs, laptops and smartphones, given the region is one of the biggest providers of electronic products in the world.

About 20 to 50 percent of India’s electronic component supply comes from China, with Shenzhen accounting for a large portion, said Navkendar Singh, research director at the International Data Corporation (IDC). “If we see another round of disruption or if the planned easing doesn’t happen, we will definitely see price hikes between brands. And no, most won’t be able to absorb the hike; it will be passed on to the consumer,” he added.

Singh said if the lockdown in Shenzhen city lasts for three weeks or more, it will impact smartphone and personal computer shipments in the second half of the June quarter as well as the September quarter.

Tarun Pathak, research director at Counterpoint Research, confirmed that prices will start to rise if the lockdown extends beyond March 20. He added that smartphone prices could increase by 5-7%.

Experts also pointed out that component prices and freight rates have remained high over the past year, meaning most brands may not be able to absorb the latest cost pressure and will have to pass it on to the buyers. “Brands will pass this on to consumers if this is prolonged, as there is already cost pressure from component shortages,” Pathak said.

According to Sanchit Vir Gogia, chief analyst at Greyhound Research, while the extent of the impact will depend on how long the lockdown lasts, customers could be looking at a 20-30% increase. “If the supply chain issue is resolved in the next quarter, we can expect an increase of around 10-15%,” he said. all these brands already, and the same should continue at least until the end of this year.

Arjun Bajaaj, director of Videotex International, which manufactures TVs under the Daiwa brand, said prices for raw materials such as high impact polystyrene (HIPS), acrylonitrile butadiene styrene (ABS) and copper had risen. HIPS and ABS are used for electronic enclosures, while copper is a conductive material. The Russian-Ukrainian war also drove up the prices of neon and palladium, two important components in the semiconductor supply chain.

That said, the current quarter is traditionally a time of low product supply for brands due to the New Year holidays in China. Many phone brands announce new products in February and March and these products begin to enter the retail market around this time. Bajaaj pointed out that while some brands will have stock for 1-1.5 months, the new lockdown may delay product supply.

“If the lockdown is prolonged, the industry will suffer the consequences, with supply chain disruption leading to slower production and a delay in the final product, all because India depends on China for the raw materials,” Bajaaj added.

He expects TV prices to rise 7-10% due to covid-related disruptions in Shenzhen.

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Stocks making the biggest midday moves: GameStop, Tesla and more https://jvc-europe.com/stocks-making-the-biggest-midday-moves-gamestop-tesla-and-more/ Fri, 18 Mar 2022 16:33:40 +0000 https://jvc-europe.com/stocks-making-the-biggest-midday-moves-gamestop-tesla-and-more/

Shoppers wait for a GameStop store to open at Tysons Corner Center in Tysons, Virginia on November 27, 2020.

Hannah McKay | Reuters

Find out which companies are making headlines Friday at noon.

GameStop – Shares of the video game retailer gained about 3.5%, erasing big losses overnight, as investors looked past the company’s unexpected loss in the holiday quarter. GameStop has announced the launch of a new market for non-fungible tokens, or NFTs, by the end of the second quarter.

FedEx – FedEx shares fell nearly 4% after the company missed earnings estimates for the quarter. The company beat its revenue, but said a shortage of workers amid the omicron variant outbreak had hurt its bottom line.

Tesla – Shares gained 4% after Morgan Stanley reiterated its overweight rating on Tesla. The call came after CEO Elon Musk tweeted that he was “working on part 3 of the master plan”. Morgan Stanley said it views “Part 3 as mass industrialization, a network flywheel, and ‘connecting the dots’ between adjacent TAMs.”

Moderna – Moderna shares rose 6% after learning it was seeking FDA approval for a second Covid-19 booster shot for adults 18 or older. Pfizer and partner BioNTech this week sought approval for a Covid-19 booster for those 65 and older.

Rent the Runway – Shares of the fashion rental company soared 19% after Jefferies began hedging the company with a buy rating, noting the company’s high barrier to entry could help it generate revenue growth of up to 50%. Jefferies also launched coverage of RealReal, Farfetch and ThredUp with buy ratings. Shares rose 8%, 5% and 4%, respectively.

Joann — Shares of the craft retailer fell 6% after the company reported disappointing quarterly sales for the previous quarter. Joann also saw a $60 million increase in ocean freight costs last year — one of many supply chain disruptions. Piper Sandler downgraded the retailer to neutral from overweight.

Wingstop – Shares of the chicken wing restaurant franchise were flat after falling nearly 5% in midday trading as Piper Sandler downgraded the stock to underweight from overweight. The company expects the stock to experience short-term resistance.

MongoDB – Shares of the technology company rose nearly 7% after an upgrade to buy from UBS. The investment firm said in a note to clients that the business is growing in popularity with clients.

Garmin – The consumer electronics stock gained 2.7% on the heels of an upgrade to buy from Bank of America. The stock’s recent pullback makes Garmin a candidate to buy the dip given its strong fundamentals, Bank of America said in a note to clients.

US Steel – Shares of US Steel fell nearly 5% after issuing weaker-than-expected guidance for the quarter. The company cited rising raw material costs as one of the contributors.

– CNBC’s Yun Li, Jesse Pound, Hannah Miao and Maggie Fitzgerald contributed reporting

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Apple supplier Foxconn sees possible revenue hit by supply chain issues https://jvc-europe.com/apple-supplier-foxconn-sees-possible-revenue-hit-by-supply-chain-issues/ Wed, 16 Mar 2022 09:12:00 +0000 https://jvc-europe.com/apple-supplier-foxconn-sees-possible-revenue-hit-by-supply-chain-issues/

People wear masks to protect themselves from the coronavirus disease (COVID-19) while listening to the annual general meeting at the lobby of Foxconn’s office in Taipei, Taiwan June 23, 2020. REUTERS/Ann Wang

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  • Q4 net profit of T$44.4 billion vs. T$43.32 billion market view
  • Sees 2022 revenue between -3% and +3%
  • Restarted part of production in Shenzhen
  • Said to have supply chain clarification in the second half of the year
  • Expects annual electric vehicle production of up to 750,000 units by 2025

TAIPEI, March 16 (Reuters) – Apple supplier Foxconn forecast a revenue drop of up to 3% for the year in what could be its first annual sales decline in six years, as a shortage of chips squeezes the Smartphone production and demand is cooling following a surge during the pandemic.

The Taiwanese company, which halted production in China earlier this week to comply with government restrictions, said separately that it had restarted some production and operations at its Shenzhen campus after meeting government conditions for that staff live and work in a bubble.

The shutdowns of Foxconn – the world’s largest contract electronics maker – and other companies including Japan’s Toyota Motor (7203.T) have fueled concerns about how global supply chains could be affected as China faces its biggest spike in COVID-19 infections since early 2020. Learn more

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Chairman Liu Young-way said on a post-earnings call Wednesday that Foxconn won’t have better clarity on supply chain uncertainty until the second half.

He said record revenue in 2021, boosted by the explosion in demand for electronics following the pandemic, would lead to “flat” business this year due to a high base year. last.

“The pandemic has not abated, inflation is high and global politics are getting strained – all of this is further complicating supply and demand and leading to great uncertainty about our outlook,” Liu said, qualifying 2022 of a “very difficult year”.

Still, Liu said he was “cautiously positive” about the company’s 2022 sales outlook, citing continued growth in areas such as 5G smartphones and cloud products.

He had previously warned that he expected the chip shortage to extend into the second half of 2022.

Liu said on Wednesday that Foxconn expected limited impact from the war in Ukraine, echoing the Taiwanese government which says any impact on the island’s supply chains would be small because Russia and Ukraine are not not the main sources of import of raw materials such as nickel and neon.

Apple suspended all product sales to Russia in response to the invasion, which Russia calls a special military operation.

Foxconn, officially called Hon Hai Precision Industry Co Ltd, said it expects first-quarter and full-year revenue to be between a 3% decline and a 3% increase. Analysts expected revenue this year to rise 1.2%.

The company expects smartphone revenue to remain stable in 2022.

VE SPEED

Foxconn has announced in recent months its intention to become a major player in the global electric vehicle (EV) market. On Wednesday, he said he doesn’t expect EV revenue to be significant until 2023. read more

Foxconn, which has electric vehicle contracts with various companies including Lordstown Motors Corp (RIDE.O), expects annual production of up to 750,000 units by 2025.

In the fourth quarter ended in December, Foxconn’s revenue fell 6%, its first drop in five quarters, but still the second highest in the quarter.

Revenue from its key smart consumer and electronics business fell 3% to 15% during the period. Smartphones represent 60% of this activity.

Revenues from its cloud and networking products as well as its IT products were flat. Components revenue increased by more than 15%.

Foxconn shares closed 0.5% higher ahead of the earnings release, versus a 0.1% gain in the broader market (.TWII). They have fallen 2.4% so far this year.

Net profit fell 3.4% to T$44.4 billion ($1.55 billion) in the October-December period. This compares to the T$43.32 billion average of 10 analyst estimates compiled by Refinitiv.

($1 = 28.5700 Taiwan dollars)

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Reporting by Yimou Lee and Ben Blanchard; Editing by Sayantani Ghosh and Muralikumar Anantharaman

Our standards: The Thomson Reuters Trust Principles.

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Dairy Barn opens on Oswego Main Street – Shaw Local https://jvc-europe.com/dairy-barn-opens-on-oswego-main-street-shaw-local/ Thu, 10 Mar 2022 03:06:43 +0000 https://jvc-europe.com/dairy-barn-opens-on-oswego-main-street-shaw-local/

Dairy Barn first opened at 121 S. Main St. in downtown Oswego at 4 p.m. on March 8.

The location of the ice cream shop and restaurant should be nostalgic for many area residents, as it sits on the site once the longtime home of the Dairy Hut.

With the opening of Dairy Barn, residents of the Oswego area can once again enjoy old-fashioned ice cream and groceries in a family-friendly setting, but with a few tweaks that bring the experience into modern times.

The Dairy Barn will be open year-round, serving food and ice cream, providing entertainment for the whole family, and serving “adult” shakes and slushes.

The ‘cabin’ had been a summer institution on the main street of the village since 1962, when it opened as the Dairy Boat Ice Cream Stand, but closed permanently in the fall of 2019.

Dairy Barn staff practice making shakes during training.  (David Petesch - @davidpetesch)

Shortly thereafter, Imperial Investments LLC purchased and demolished the building, clearing the site for the Dairy Barn.

Partners Mike Mann and Rick Tollefson founded Turn 2 LLC in 2020, the company that operates Dairy Barn and neighboring restaurant 113 Main, which opened last fall.

Construction of the Dairy Barn began around this time last year and has been repeatedly delayed due to what Mann said are COVID-19-induced supply chain issues.

After experiencing delays with ice cream machines and HVAC equipment, they pushed back the opening date three times, but are now happy to open in time for spring, according to Mann.

The food menu will initially be limited with classic kid-friendly American dishes like burgers, hot dogs, chicken fingers and fries, but will expand and change based on customer feedback.

Interior command window with menu preview.  (David Petesch - @davidpetesch)

The ice cream menu will include all the favourites: cones, shakes, malts and sundaes, but will also feature a “For the Big Kids” section with milkshakes and slushies for customers over 21.

There’s a stage inside the new restaurant, with plans for Friday and Saturday night entertainment, magicians and children’s story time, and other upcoming projects.

View of the Dairy Barn stage for live music and events.  (David Petesch - @davidpetesch)

Mann said that while they wanted to make the Dairy Barn a year-round institution with a new business model, they also wanted those who enjoyed the Dairy Hut to feel like its tradition was being honored.

Mann said he had been a customer of the Dairy Hut for 42 years – since he was 7 – before it closed three years ago, and while he enjoyed the ice cream stand, his business model was no longer viable in today’s market.

View of Dairy Barn interior seating from the stage.  (David Petesch - @davidpetesch)

“For new residents arriving, this will be a great place to bring family,” Mann said. “To those who will miss the Dairy Hut, me too.”

There are plans for a wall of old Dairy Hut photographs near the entrance, and TVs showing classic cartoons with farming themes.

Entrance to Dairy Barn with photo shoot wall decal.  (David Petesch - @davidpetesch)

“We want to celebrate what it was,” Mann said, “It’s just something that brings it into modern times.”

The Dairy Barn will accommodate up to 100 customers indoors and 50 outdoors, and staff have been trained to open with seasonal hours.

Mann said that because many staff are at school, hours will initially be 4 p.m. to 8 p.m. to 10 p.m., depending on the day, and are subject to change depending on staff. Oswego residents should check the Dairy Barn Facebook page for up-to-date hours and information.

Dairy Barn is a short walk from the Hudson Crossing parking garage, and the village plans to create 17 additional parking spaces on Main Street this summer. Village officials continue to work with the Illinois Department of Transportation to have traffic lights installed at the intersection of Main and Washington Streets (Route 34).

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Russian invasion of Ukraine will further weigh on US chip supply https://jvc-europe.com/russian-invasion-of-ukraine-will-further-weigh-on-us-chip-supply/ Thu, 24 Feb 2022 16:02:27 +0000 https://jvc-europe.com/russian-invasion-of-ukraine-will-further-weigh-on-us-chip-supply/

A chip made by Taiwan Semiconductor Manufacturing Company

TSMC

Russia’s invasion of Ukraine could further strain the supply of semiconductor chips that have already caused global production disruptions for tech companies and automakers for more than a year.

Russia and Ukraine are key suppliers of neon gas and palladium that are used to produce semiconductor chips, officials say.

America’s supply of neon, which is used for lithography processes for chip production, comes almost entirely from Ukraine and Russia, according to Techcet, a California-based market research firm specializing in materials and critical components of the supply chain.

Russia produces neon, a gas that is a by-product of steelmaking, which is then extracted and purified by a specialized Ukrainian company, according to Techcet. The price of neon soared 600% the last time Russia invaded Ukraine in 2014.

Russia is also a key supplier of palladium, along with South Africa, and supplies around 33% of global demand, according to Technet. For the automotive industry, palladium is also a key metal used for catalytic converters. Palladium prices jumped more than 7% on Thursday amid a larger rise in precious metals.

Ahead of Thursday’s invasion, Technet CEO and President Lita Shon-Roy said that if the situation escalates and the United States imposes more sanctions on Russia, the neon supply “would be immediately affected”.

Earlier this month, the White House warned chip suppliers to diversify their supply chains in case Russia retaliates against U.S. export restriction threats by blocking access to key materials, reported Reuters.

“Part of that is working with businesses to ensure that if Russia takes any action that interferes with supply chains, businesses are prepared for disruption,” a senior White House official said.

A global shortage of semiconductor chips has prompted sporadic shutdowns of manufacturing plants, particularly autos, over the past year. Automakers expected the supply shortage to gradually ease throughout this year.

The origin of the shortage dates back to the beginning of 2020 when the Covid caused rolling shutdowns of vehicle assembly plants. When facilities closed, chip vendors diverted parts to other sectors such as consumer electronics, which aren’t expected to be as impacted by stay-at-home orders.

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Ford and ON Semiconductor: two actions countering the shortage of semiconductors https://jvc-europe.com/ford-and-on-semiconductor-two-actions-countering-the-shortage-of-semiconductors/ Wed, 23 Feb 2022 21:45:00 +0000 https://jvc-europe.com/ford-and-on-semiconductor-two-actions-countering-the-shortage-of-semiconductors/

I discussed these deliveries with an emphasis on microcontrollers (“MCUs”) (Red Line) in a June 17, 2021 Seeking Alpha article titled “Microchip Technology: Benefiting From Strong Microcontroller Demand And Shortages”, when I attempted to identify the source of the semiconductor shortage.

Chart 1 is an update to the item chart that only went to April 2021 by extending the time frame to December 2021. As can be seen in the chart, in February 2021 all shipments MCUs of other IC types have increased while MCUs have decreased. This led me to several conclusions in the original article:

  • MCUs, which cost $3 each and are built into almost every electronic gadget, have been the source of the shortage. Remember, we read everywhere about IC shortages primarily affecting automobiles, but no automotive supplier has actually disclosed which chips were shorted.
  • The cause of the MCU shortage is attributed to a fire at a Renesas MCU factory in Japan on March 19, 2021, which followed an earthquake at the same facility in February 2021. The fire destroyed 23 manufacturing equipment from semiconductors and contaminated more than 6,400 square feet of industrial production space.

The information network

Chart 1

Indeed, the U.S. Department of Commerce released a January 25, 2022 report titled “Semiconductor Supply Chain Information Request Results,” which:

The specific types of products that we have identified as having significant mismatches between semiconductor supply and demand are used by critical industries, including medical devices, broadband and automotive.

They understand:

  • Microcontrollers consisting mostly of legacy logic chips, including, for example, at 40, 90, 150, 180, and 250 nm nodes
  • Analog chips including, for example, at 40, 130, 160, 180 and 800 nm nodes; and
  • Optoelectronic chips comprising, for example, nodes at 65, 110 and 180 nm.

So Commerce’s analysis supports my thesis that microcontrollers were a cause of the problem. Although Commerce does not define the percentage by chip type, the chips have microcontrollers at the top and are not listed alphabetically.

Nevertheless, a close look at Chart 1 shows that despite the shortage, MCU shipments have fallen in the past two months and Total Semiconductors (Blue Line) has fallen in the previous two months.

This raises an important question. Why are semiconductor makers cutting shipments even as the semiconductor shortage continues?

automotive semiconductor market

There are other types of semiconductors used in automobiles than microcontrollers. Semiconductor content in automobiles is growing at a CAGR (compound annual growth rate) of 9.6% between 2015 and 2025, as shown in Chart 2, according to our report entitled “Hot ICs: A Market Analysis of Artificial Intelligence, 5G, Automotive and Memory Chips.”

Ford Post $1 billion quarterly profit

Justin Sullivan/Getty ImagesNews

graphic

The information network

Chart 2

Semiconductor Manufacturer Metrics

Table 1 shows semiconductor companies that have a significant percentage of their total revenue from the automotive sector and are ranked in descending order of “automotive revenue”. The year-on-year performance of these companies’ stocks is also shown, coinciding with the period of semiconductor shortages affecting the automotive industry.

Of the 11 stocks in this chart, only four have positive stock growth over the one-year period, and three of them have growth of less than 10%. Significantly, ON Semiconductor’s stock price has risen 51% over the past year, while AMS and Murata have each fallen about 20%. ON Semiconductor’s (ON) PE ratio of 26.5x is high compared to the US semiconductor industry average of 23.8x, but the forward PE ratio drops to 15.94x.

table

The information network

Automaker Metrics

In Table 2, I present the top 15 automotive companies listed by market capitalization. Table 4.1 also includes 1-year stock price, PE ratio and forward PE ratio.

Ford’s (F) one-year stock price is 56% and its PE ratio is just 4.05x, below the US auto industry average of 9.9x. Its forward PE ratio increases to 9.47x, suggesting that estimated future earnings will be lower.

table

The information network

Key takeaway for investors

A semiconductor shortage has plagued the auto industry for over a year with no end in sight, and various “experts” have predicted the end will come in 2022, or possibly 2023.

I presented my analysis of individual semiconductor sectors in June 2021, noting that microcontrollers were a major contributor to the semiconductor shortage. This was later corroborated by the US Department of Commerce in January 2022.

As the shortage of semiconductors continues, and I’ve shown that unit chip production is declining in chart 1 above, in principle this should positively impact on semiconductor companies and negatively impact car manufacturers. However, this is not the case.

Table 3 shows the average of the metrics for the 10 semiconductor companies in Table 1 above and the 15 automotive companies in Table 2 above. The stock price difference over one year is minimal, as is the Forward PE Ratio.

There is a significant difference in the PE ratio between the two, but this value is skewed by the high PE ratio of Tesla (TSLA) and BYD (BYD) in Table 2 above. Stripping out these two companies’ metrics, the average PE ratio and forward PE ratio drop to values ​​of 8.97x and 7.62x, below the US auto industry average of 9.9x, suggesting that on average and excluding Tesla and BYD, automaker stocks are undervalued.

table

The information network

Which stock(s) is(are) the best investment

While overall automakers may have better financial results than the automotive semiconductor companies listed in the article, ON Semiconductor is better positioned than the others (Table 1).

ON Semiconductor manufactures power and discrete products used in applications such as sensors, imaging, and electric motors. In the field of image sensors, the company holds 40% of the ADAS market. ON earnings have crushed the street consensus hard. One driver of this is ON’s move to silicon carbide (“SiC”) for its automotive IGBT power semiconductors, and this segment will grow with the company’s acquisition of GTAT.

As shown in Chart 3, ON also has higher research quantitative factor alpha grades than Infineon, NXP, Microchip and ST Microelectronics (STM).

graphic

Looking for Alpha

Chart 3

Chart 4 shows that ON is ranked third out of 63 semiconductor companies compared to IFNNY at 22, NXPI at 17, MCHP at 33 and STM at 15. ON’s ranking in the information technology sector is ranked 4 out of 573.

graphic

Looking for Alpha

Chart 4

For automakers, as shown in Chart 2, Ford’s 1-year stock is up 56%, its PE ratio is only 4.05x and its forward PE ratio is 9.47x. Chart 5 shows that Ford also has higher Seeking Alpha Quant Factor grades than TSLA, Toyota (TM), Mercedes-Benz (OTCPK:DDAIF), General Motors (GM) and Stellantis (STLA).

graphic

Looking for Alpha

Chart 5

Chart 6 shows that Ford is ranked 1 out of 28 automakers and 2 out of 476 in the consumer discretionary sector.

graphic

Looking for Alpha

Chart 6

Chart 7 shows the gross profit margin (“GPM”) over 3 years for these companies. It shows that although GPMs dropped at the start of COVID, they are now higher than they were pre-COVID.

graphic

Y-Charts

Chart 7

Electric vehicle companies have been particularly hard hit lately, as traditional ICE automakers increasingly shift to electric vehicles. Electric vehicle sales increased by 108% in 2021 and overall automotive growth, mainly ICE, increased by only 4.6%. For example, Ford is expected to spend up to $20 billion to prepare for its electrification push. This amount of investment is in addition to the $30 billion the company previously disclosed as part of a global commitment for electric vehicles through 2025.

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Flex Announces New Presidents of Healthcare Solutions and Consumer Devices Business Units https://jvc-europe.com/flex-announces-new-presidents-of-healthcare-solutions-and-consumer-devices-business-units/ Mon, 07 Feb 2022 11:20:17 +0000 https://jvc-europe.com/flex-announces-new-presidents-of-healthcare-solutions-and-consumer-devices-business-units/

San Jose, California, February 7, 2022– Flex (NASDAQ: FLEX) today announced that Randy Clark has been named President of the Healthcare Solutions Business Unit and Rob Campbell has been named President of the Consumer Devices Business Unit. Mr. Clark and Mr. Campbell will lead the overall vision, strategy, business planning, development and execution of their respective businesses.

Mr. Clark joins Flex as a proven change agent with over 20 years of experience in the medical industry, including transforming existing business models to evolve into new markets, opportunities and categories. As President of Health Solutions, he will manage Flex’s rapidly growing medical portfolio of products and services spanning devices, equipment, drug delivery and more. Mr. Clark comes to Flex from Olympus Corporation of the Americas, where he has held numerous leadership positions. Most recently, he served on the Board of Directors and Executive Committee and as President of the Medical Systems Group. Mr. Clark holds an MBA from Colorado State University, a Bachelor of Science in Business Administration from Drake University, and completed Harvard Business School’s Advanced Management program.

During the last seven years at Flex, Mr. Campbell led the Component Services group, with a focus on profitable growth, delivering significant positive financial results. He will leverage his extensive experience in starting and rapidly growing businesses in the manufacturing and distribution of high-tech electronic components to lead the Flex Consumer Devices business. This business focuses on high-volume, high-velocity businesses and emerging markets. Prior to joining Flex, Mr. Campbell was Corporate Vice President at Future Electronics, a multi-billion dollar component distributor. Mr. Campbell received his Bachelor of Science in Electrical Engineering from the University of Florida and completed the Executive Education Program at the Stanford Graduate School of Business.

About Flex

Flex (registration number 199002645H) is the manufacturing partner of choice helping a diverse customer base design and manufacture products that improve the world. Through the collective strength of a global workforce in 30 countries and responsible, sustainable operations, Flex provides technology innovation, supply chain and manufacturing solutions to diverse industries and end markets.

Investors and analysts

david rubin

Vice President, Investor Relations

investor.relations@flex.com

Media & Press

Marc Plungy

Director, Integrated Corporate Communications

(408) 442-1691

Mark.Plungy@flex.com

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According to Verified Market Research, Global Mobile Phone Packaging Market was valued at roughly XX Billion USD in 2022 and is projected to reach roughly XX Billion USD by 2028, at a CAGR slightly above XX% between 2022-2028. https://jvc-europe.com/according-to-verified-market-research-global-mobile-phone-packaging-market-was-valued-at-roughly-xx-billion-usd-in-2022-and-is-projected-to-reach-roughly-xx-billion-usd-by-2028-at-a-cagr-slightly-ab/ Sun, 06 Feb 2022 23:57:09 +0000

Esticast Research has released a new report titled “Mobile Phone Packaging Market – By Type of Packaging (Folding Cartons, Flexible Films, Rigid Boxes, Thermoformed Blisters, and Bubble Packs), By Material (Plastic, Cardboard, and Molded Fiber ), by Application (Refurbished Phones, Smartphones & Feature Phones), and by Region – Global Industry Perspective, Comprehensive Analysis, and Forecast 2020 – 2026”. mobile phone packaging was valued at around USD XX Billion in 2022 and is projected to reach around USD XX Billion by 2028, growing at a CAGR of just over XX% between 2022 and 2028.

Key market players covered in this report are: Koohing International Development Limited; Guangzhou Junye Packaging Co. Ltd; Any Graphics Private Limited; Pragati Pack (India) Pvt. ltd. ; Cellpaks Solutions Ltd. ; UFP Technologies Inc.; Plastic Ingenuity Inc.; Dongguan City Luheng Papers Company Ltd.; and Hip Lik Packaging Products Pvt. ltd.

Download Free PDF Sample Report with full TOC and Figures & Graphs (with covid 19 impact analysis): https://www.esticastresearch.com/request-for-sample/?utm_source=According to report , the mobile phone packaging market

According to the report, Mobile Phone Packaging Market analysis report is the representation of strategic research methodologies and market tactics. In order to fuel the growth of the business, it is important to know the future market scenario and the sale of products and market research is the best way to get forecasts about the whole market scenario. Marketing strategy is also covered here to divide the market into different segments and target customers. Customer demands are also profiled in this report, Mobile Phone Packaging Market Report to mindful industries and increases the productivity rate of products and services. It segments the market into different categories such as behavioral segmentations and demographic segmentation for key regions such as North America, Europe, Middle East, Africa, Asia-Pacific and America Latin.

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The major market segments and their sub-segments covered in this study provide insights into the overall business climate. The categories in this research are constructed by analyzing the supply and demand scenario which provides an in-depth view of the market. The segment study provides a detailed view of the fastest growing market sector as well as factors influencing the fast/slow growth of other segments. This section includes comprehensive market share and revenue analysis.

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Exact details regarding the market performance are also provided in the According to the report, analysis of the Mobile Phone Packaging market along with a comprehensive overview of the competitive landscape, pricing structure, trend convergence , digital transformation, sales effectiveness, latest innovations, nature of customer purchases and price analysis. All these factors go a long way in improving the growth of the business and knowing the performance of the market. It becomes easy for the central participants to track the performance of the business regularly with the help of this According to the report, the Mobile Phone Packaging Market Survey Report. It talks about successful market strategies implemented by company players such as mergers, acquisitions, collaborations and new item launches. It further aims to examine all compelling viewpoints from different major players from manufacturers to end-buyer. Annual revenue, industry growth factors, and market tactics are some of the significant factors covered in the Mobile Phone Packaging market research report. It also covers all the latest data regarding the effects of the CORONA-19 virus on the global economy. It further helps the industry players to survive in the competitive market.

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According to the report, this report provides a detailed understanding of the global Mobile Phone Packaging market from a qualitative and quantitative perspective over the forecast period. The key market drivers, challenges and opportunities for the world According to the report, the Mobile Phone Packaging market has been covered in the report. This report further includes the market shares of major companies operating in the global market along with their production capabilities and growth strategies adopted by them.

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Objectives of this report:

  • To estimate the market size for the Mobile Phone Packaging Market report on a regional and global basis.
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  • To assess the key factors governing the dynamics of the Mobile Phone Packaging Market according to the report, along with their potential growth over the forecast period.

Key question answered in the report:

  • What are the key growth drivers and market trends impacting the Global Mobile Phone Packaging Market report?
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The report includes the competitor landscape:

Key trends and growth projections by region and country
Top Winning Strategies Followed by Competitors
Who are the main competitors in this industry?
What will be the potential of this industry over the expected duration?
What are the factors propelling the demand for the Mobile Phone Packaging Market report?
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What are the regional and country-level regulations that will hinder or drive the demand for According to the report, Mobile Phone Packaging market?
How has Covid-19 impacted market growth?
Has the supply chain disruption led to changes across the entire value chain?

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Panasonic’s third-quarter profits plummet as material costs rise and device sales decline https://jvc-europe.com/panasonics-third-quarter-profits-plummet-as-material-costs-rise-and-device-sales-decline/ Wed, 02 Feb 2022 08:24:00 +0000 https://jvc-europe.com/panasonics-third-quarter-profits-plummet-as-material-costs-rise-and-device-sales-decline/

A Panasonic Corp logo is pictured at CEATEC JAPAN 2017 (Advanced Technology Combined Exhibition) at Makuhari Messe in Chiba, Japan October 2, 2017. REUTERS/Toru Hanai

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TOKYO, Feb 2 (Reuters) – Japan’s Panasonic Corp (6752.T) reported a bigger-than-expected 44% drop in third-quarter operating profit on Wednesday, hit hard by rising raw material costs, the shortage of components and a decline in domestic sales of household appliances.

Panasonic has sought to reduce its dependence on low-margin consumer electronics and appliances, focusing on automotive batteries for Tesla Inc (TSLA.O), production machinery, components and, more recently, supply chain management services.

That said, consumer appliances and home appliances, which benefited from a boom in home sales during the coronavirus shutdowns, still make up a big chunk of revenue.

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Operating profit for the three months to Dec. 31 fell to 73 billion yen ($636 million), well below Refinitiv’s consensus estimate of 107 billion yen.

The industrial conglomerate said the profit margin of the division that houses its consumer and appliance businesses has been squeezed by the rising cost of iron, copper and other materials.

Other divisions that have struggled with rising material prices and component shortages include its automotive business, which manufactures sensors and other automotive components, and its energy business, which has recently benefited from growth. battery sales to Tesla.

Its decade-old partnership with Tesla has been turning a profit since last year as electric vehicle sales surged. Panasonic is set to start supplying the U.S. automaker with a new generation of batteries that will reduce electric vehicle manufacturing costs and could extend vehicle range.

Third-quarter earnings were also weighed down by a revaluation of assets and debt related to its $7.1 billion purchase last year of Blue Yonder, a U.S. company that uses machine learning to help businesses connect factories to warehouses and retailers. The reassessed amount was not disclosed.

Panasonic sold its stake in Tesla for around 400 billion yen to help fund this acquisition.

Panasonic maintained its full-year forecast of an annual profit of 370 billion yen, a figure in line with analysts’ forecasts.

($1 = 114.7400 yen)

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Reporting by Tim Kelly; Editing by Edwina Gibbs

Our standards: The Thomson Reuters Trust Principles.

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Li-ion Battery for Consumer Electronics Updated Development Data, Top Futuristic Trends by Product and Application | Key Players -BYD, Amperex Technology, Samsung SDI, LG Chem, Tianjin Lishen… https://jvc-europe.com/li-ion-battery-for-consumer-electronics-updated-development-data-top-futuristic-trends-by-product-and-application-key-players-byd-amperex-technology-samsung-sdi-lg-chem-tianjin-lishen/ Sat, 29 Jan 2022 20:25:07 +0000 https://jvc-europe.com/li-ion-battery-for-consumer-electronics-updated-development-data-top-futuristic-trends-by-product-and-application-key-players-byd-amperex-technology-samsung-sdi-lg-chem-tianjin-lishen/

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Top Company Profiles:

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  • Amperex Technology
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  • sony
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  • 18650
  • 18500
  • 18350
  • 26650

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    Some highlights from the table of contents:

    1 Presentation of the report

    2 Market Trends and Competitive Landscape

    3 Li-ion Battery for Consumer Electronics Market Segmentation by Types

    4 Li-ion Battery for Consumer Electronics Market Segmentation by End Users

    5 Market Analysis by Major Regions

    6 Core Products of Li-ion Battery for Consumer Electronics Market in Major Countries

    7 North America Li-ion Battery for Consumer Electronics Landscape Analysis

    8 Europe Li-ion Battery Landscape Analysis for Consumer Electronics

    9 Asia-Pacific Li-ion Battery for Consumer Electronics Landscape Analysis

    10 Latin America, Middle East and Africa Li-ion Battery for Consumer Electronics Landscape Analysis

    11 Profile of Key Players

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