Client Project Result : Optimised Semiconductor Shortage Decision Making

Tangible Result’s project provided practical information to broaden The Client’s view and understanding of the ongoing semiconductor shortage enabling enhanced decision making and resulting in much reduced negative effects from the semi shortage.(Semi spend significantly reduced)

Survey & Forecasts

SEMI PRICING : TRENDS & FORECAST

UNDERSTANDING SEMI MARKET & PRICING TRENDS : Avoiding Over Or Under Committing Resources

SEMI LEADTIME : TRENDS & FORECAST

CONFIDENT FORECASTING : Key Semi Availability & Terms – Enabling Better Re-Design / Wait Choice Decision Making 

SEMI AVAILABILITY : PER TECHNOLOGY

SEMI TECHNOLOGY : Are Semi Outages In A Legacy Category That Never Will Be Made / Economically Marketed Again ?

Our information provided key benefits including an Understanding of Semi Price, Availability and Lead Time Dynamics.Information enabling the Client to source components and assemblies it required for its business, by understanding the developing market dynamics and therefore providing confidence it has made the best choices 

Client Optimises Strategy

Tangible Result Developed Price And Lead Time Forecasts, Terms Vis-À-Vis What The Client Sees All Helping To Compare ‘Client Semi’ Price / Lead Time / Availability Vs ‘General Market’ – Including Semis Already Mounted On Assembled Boards. Finding Out Factors Likely To Speed Supply Up Or Provide Inertia :

• Others Getting Chips Sooner ?

• Leadtime & Pricing

• Device Replacement & Redesign Options

• Components Easing Supply First/Last ?

• Global Best PCBA Re-Design Leadtimes & Prices – Semi Availability Advice ?

Tangible Result’s Semiconductor Shortage Supply Chain Consultancy Involved A Dedicated Project Designed To Expedite Client’s Exit From The Semiconductor Shortage Including :

• Situation Analysis – Are Client’s Components Available Anywhere ? Better Terms ?
• Accurate Leadtime & Pricing Forecast – Information Provision
• Supply Chain Re-Design – Options Analysis & Adjustment

Pandemic & War Gave Challenging Forecasting Conditions !

With the Pandemic supply effect and War on this project underlying conditions were about as volatile as we had seen – with continuing robust Semiconductor demand only slowly slowing, the cycle peak not yet passed, long term growth forecast to double and Mature / Legacy Semi capacity increasing little there was continued pressure on supply.

In addition, $100m’s of added Military Demand has exacerbated the situation resulting in some Semi availability being prioritised to the Military.

Participants Feedback

Following Survey Completion And Analysis Participants Received Both Leadtime And Pricing Trends To Date – From This Data The Participant Gained A Good Understanding Of Their Positioning And Probable Future Developments Including

– Expectations Of Shortage Easing Or Things Getting Worse ?

– Leatime & Pricing Movements On way Up Or Heading Back Down ?

– Crucial Forecast Timing For The Above

Tangible Result’s research community is extensive – above is a cross section of Research Clients.

Tangible Result Research Services Clients

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