I have full confidence in the future of Ampoulli and the entire semiconductor industry. Although we cannot control the market, we can help customers and supplier partners gain an advantage in market competition.
The key to successfully doing this is to work more deeply with our customers and suppliers than ever before. Through cooperation, we can continuously maintain the necessary expertise and capabilities to help them cope with today's complex supply chain conditions.
41% of the global suppliers, partners, and customers of Avery believe that the semiconductor supply chain is stabilizing or improving, releasing a good signal of market development in the coming year. There are indications that the lead time and price movements of semiconductors, especially in the Asia Pacific region, have improved slightly.
These insights and insights come from a recent survey report released by Avery, which bodes well for the market trend this year.
At the same time, the survey also reflects another good phenomenon: in the past three years, the industry has adapted quickly to the situation of tight supply.
Designers, supply chain experts, and distributors, including Avery, believe that long-term supply elasticity needs to be placed above short-term efficiency. Currently, customers are eager to strengthen partnerships with key partners with in-depth knowledge of the supply chain, which complements the above concepts.
The lessons learned by the semiconductor industry in responding to chip shortages have made companies aware of the need to develop longer-term strategies to respond to market fluctuations. Therefore, supply chain flexibility will be highly anticipated this year.
Forecast changes
OEM manufacturers need the ability to quickly respond to supply fluctuations and quickly recover. But rather than reacting, they need to be able to predict and anticipate unknown changes.
In order to make an effective judgment on the situation, OEM manufacturers need the correct data, and I can share some of them here.
First, I can provide some key information:
• Companies need to continue to address chip shortages, but there are some encouraging signs that will be released in 2023.
• The severity and duration of the chip shortage problem have prompted many customers to adjust their design processes, which have proven to be successful.
• Anfuli's position as the center of the technology value chain and in-depth contact with suppliers enable us to help customers cope with today's complex supply chain conditions. From these contacts, we understand that globally, the demand for chips in key vertical areas such as transportation, industry, healthcare, communications, and aerospace and defense remains strong.
Anfuli's role as a distributor is now particularly critical. As we have proven over the years, in the current complex business environment, the value of Ampelli lies in our ability to act as a "command tower" for customers and suppliers, helping them proactively manage their supply chain.
Dig deep into details
The latest Avnet Insights research report describes the impact of continued chip shortages on engineering, procurement, and supply chain professionals working in electronic components. The report also discusses the adaptation measures they are taking.
In September 2022, Avery conducted a survey of 1605 professionals employed by Avery suppliers and customers worldwide from companies ranging from industrial equipment manufacturers to contract manufacturers.
Highlights of such research include:
After three years of chaos caused by the global chip shortage, respondents have a cautious assessment of the current semiconductor market. More than one third (41%) of respondents said that the situation has stabilized or improved compared to a year ago.
• The continuing challenges highlight the need and importance of implementing more strategic design and supply chain initiatives, which can help achieve greater supply elasticity. Nearly a quarter (23%) of respondents have started testing and qualifying multiple components early in the design process to ensure they meet requirements. In addition, companies are adjusting their supply chain strategies to establish buffer stocks (23%) and extend supply agreements (21%).
• There are indications that lead times and price volatility have improved slightly, especially in the Asia Pacific region. Here, more than one third (37%) of respondents said they were more concerned about market conditions than the availability of electronic components.
• Enterprises are transforming traditional thinking about lean inventory management, with 50% of respondents pointing out that they are building buffer inventory.
Meeting the challenge
In Asia, we have experienced weak demand, mainly due to improved lead times, and we have worked with customers to help them reduce inventory. I am proud of the continued success of the company's Asian team in their work. The efforts they have made and the work they have completed not only ensure business continuity, but also continue to gain more market share for Ampelli in the region.
At present, the entire market has an unprecedented demand for the capabilities of Amply. We look forward to continuing to play a key role at the heart of the technology supply chain.
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