Page 45 - february_012822.indd
P. 45
TAP TIMES -45- FEBRUARY 2022
Parts shortages (from 44) IC, WiFi, and PMIC is gradually abating.
Thus, there are rumblings of insuffi cient Notebook shipments will decrease
supply. Though the supply of the remain- TrendForce expects that, as overall supply
ing two items, PMIC and A+G Sensor, chain stability recuperates, notebook ship-
remains tight, material shortage risk can ments from ODM brands in 1Q22 will only
be largely mitigated through alternative decrease by 5.1% QoQ.
material replacements or the adjustment
of specifi cations and confi gurations. However, if the component shortage factor
is discounted, subsequent sales originating
Regarding production, the 1Q22 supply from various distribution channels will be
chain will essentially carry on its perfor- another major variable TrendForce must
mance from the previous quarter. consider. trendforce.com
Inventory adjustments Industry vet Montaro named
However, due to disappointing holiday president of Delphon
demand at the end of 2021, mobile phone
brands must adjust the distributed inven- HAYWARD, Calif. — Joseph Montaro
tory level of fi nished products in a timely has been named president of Delphon,
manner. a worldwide provider of engineered
polymer and adhesive products. He
Combined with uncertainty caused by reports to Jeanne Beacham, CEO.
disruptions stemming from a winter-time
pandemic, 1Q22 production performance Montaro has spent more than
is estimated to fall by approximately 13% 25 years in the electronics and
QoQ. electroni materials segments.
He was most recently senior
Shortages partially alleviated vice president of sales and
Fpr PCs and laptops, starting from No- marketing at Intermolecular.
vember 2021, material shortages have
been partially alleviated. Therefore, the Earlier he was global business director for
shipment volume of PC ODMs in 4Q21 has MacDermid Enthone’s Advanced Electron-
been revised upwards. ics division. He earned a bachelor’s de-
gree in chemical engineering from
Compared to mobile phones and whole- Northeastern University, Boston.
servers, the impact of under/oversupply delphon.com
of materials on end PCs and notebooks is
relatively minor. SEMI ISS Europe set for May 30
Except for the SSD PCIe 3.0 controller, BRUSSELS, Belgium ─ SEMI has an-
current tightness exhibited in component nounced the return of the Industry
supply is due to delays in the transition of Strategy Symposium Europe (ISS Eu-
Intel’s new platform. rope) 2022 as an in-person event in
Brussels, Belgium on May 30.
8-12 week delivery cycle semi.org
This temporary shortfall has led to a de-
livery cycle of approximately 8-12 weeks Reach more markets with
while any tightness in the supply of Type C a low-cost ad in TAP TIMES!
