Supply Chain Matters

AUGUST 30, 2023

The Ferrari Consulting and Research Group, via its affiliated Supply Chain Matters blog calls reader attention to two recently published research papers that address evidence of ongoing shifts in global supply component and end production sourcing. The above seems to imply, from our lens, the movement toward China Plus sourcing activity.

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Resilinc

JANUARY 31, 2023

Additionally, protests and labor actions by workers and consumers in Latin America and Asia disrupted manufacturing and logistics for many commodities. #2 But the AI-powered tool empowers supply chain and sourcing teams to monitor and forecast supply and pricing trends and use that intelligence for strategic advantages.

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Supply Chain Matters

APRIL 6, 2022

Source: JP Morgan and S&P Global, March 2022. The S&P Global Taiwan Manufacturing PMI® fell to a level of 54.1 There is also a developing understanding on what impacts there will be regarding supplies of key commodities that were sourced in both Russia and Ukraine. Global Wide Production Activity. reported for January.

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The Logistics & Supply Chain Management Society

NOVEMBER 14, 2021

We are pleased to continue our 2021 fire-side chat series with key people in the supply chain industry, and it is with particular pleasure to catch up with Stuart Whiting, Senior Vice President, Global Supply Chain, Logistics & Planning at Schneider Electric, based in Singapore but with a global functional responsibility.

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Supply Chain Matters

JANUARY 6, 2023

Sources; S&P Global and ISM, 2022. Taiwan activity as reflected in the S&P Global Taiwan Manufacturing PMI® eased, rising from a depressed value of 41.6 Taiwan activity as reflected in the S&P Global Taiwan Manufacturing PMI® eased, rising from a depressed value of 41.6 but a significant 10.2

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Supply Chain Matters

MAY 30, 2023

The authors further observed that there was a notable upward contribution from Taiwan stocks of purchases. freight and logistics recession , we called attention to reports that the Logistics Manager Index (LMI) for April reached an all-time low of 50.9, characterized as the lowest reported reading in this index’s history.

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Supply Chain Matters

DECEMBER 14, 2022

That will have a direct impact on the dynamics of global container shipping, airfreight and logistics networks. Some regions, particularly Europe, China and Taiwan are more exposed to these product demand constrained forces. Global Wide Transportation and Logistics. Overall Themes for the Year 2023.

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Supply Chain Matters

SEPTEMBER 3, 2022

The bottom three were listed as Poland , Taiwan and Myanmar. From our lens, Taiwan remains the continued shocker, experiencing a third consecutive monthly decline and noted as equivalent to levels seen in May 2020 during the initial Covid-19 outbreak. The August index again declined to a contraction value 42.7 Bob Ferrari.

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Supply Chain Matters

FEBRUARY 2, 2023

Taiwan The January S&P Global Taiwan Manufacturing PMI® declined from 44.6 Report authors suggested that the domestic market was the main source of new business growth while international demand role slightly in January. in December to 44.3 compared to 52.5 reported for December.

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Supply Chain Matters

JULY 7, 2022

The S&P Global Taiwan Manufacturing PMI® declined to a contractionary of 49.8 for June and noted as a signal of renewed deterioration in the health of Taiwan’s manufacturing economy. Similarly, the S&P Global / CIPS UK Manufacturing PMI® fell to a two-year low of 52.8 in June as business optimism reportedly dipped.

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Supply Chain Matters

JUNE 5, 2023

Source: S&P Global Monthly PMI Reporting Highlights of Regional Reporting Continued High expansion in India Manufacturing activity levels across India remained at high expansion levels in May, outpacing all other regions. The May PMI value of 44.3 dipped a significant 2.8 percentage points from the 47.1 reported in April.

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Supply Chain Matters

JULY 20, 2022

front that retailers and certain businesses may have procured too much inventory , and now that these inventories have arrived, the challenge will be not to exposed to a decline in consumer buying activity in the months to come. This month, the Economist Intelligence Unit revised its forecast of the overall U.S. inflation rate to be 9.2

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Supply Chain Matters

AUGUST 15, 2022

According to published reports from both Bloomberg and The Wall Street Journal , the company will now source its hardware customer fulfillment needs to third-party logistics providers in an effort to reduce product delivery costs by up to half. Further announced was an assessment of owned retail operations in the U.S.

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Supply Chain Matters

APRIL 4, 2023

However, we discern some added signs excess inventories and of production sourcing shifts. Source: S&P Global, April, 2023 Highlights of Regional Reporting Developed Regions Eurozone The S&P Global Eurozone Manufacturing PMI® fell again in March to a value of 47.3 compared to the February value of 48.5, The March value of 48.6

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Supply Chain Matters

SEPTEMBER 17, 2022

Last evening, global parcel, logistics and transportation services provider Fedex Corp. Equity analysts quickly revised their analysis and outlooks for FedEx and other associated transport and logistics focused businesses. Development. It is yet another development in this new, new normal of business and supply chain developments.

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Supply Chain Matters

OCTOBER 4, 2022

The September S&P Global Taiwan Manufacturing PMI® once again remained rather concerning with the reported value of 42.2 With Taiwan being a bastion of high tech and consumer electronics supply networks, the above commentary is indeed concerning. Japan, Taiwan ) the average PMI value for Q3 was 49.0, up from a value of 53.7

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Supply Chain Matters

JUNE 3, 2022

Once again the data collectively provides evidence that disruptions remain occurring among industry supply chains, compounded by the manufacturing, logistics and transportation disruptions occurring in China. A likely certainty is that transportation and logistics costs will continue to rise in the coming months. in May from the 46.0

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Supply Chain Matters

SEPTEMBER 13, 2023

The higher end 15 Pro line-up will be populated with a faster A17 processor produced in a 3 nanometer fab production process by Taiwan based contract fab producer TSMC. The 15 Pro and Pro Max models have their case edges moving to a titanium composition vs. that of stainless steel.

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Supply Chain Matters

NOVEMBER 4, 2022

The October S&P Global Taiwan Manufacturing PMI® plummeted to its lowest level since 2009. percentage points below that of September and represented the fifth monthly deterioration in Taiwan business conditions. Noticeably, the Backlog of Orders sub-index declined 5.6 The reported October value of 41.5

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Supply Chain Matters

MARCH 2, 2023

Taiwan Taiwan’s activity as reflected in the S&P Global Taiwan Manufacturing PMI® showed its best performance since June 2022, rising 4.7 Report authors however, qualified that the domestic market demand was the prime source of activity growth. The new orders sub-index was reported as 54.1, increasing 3.2

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Supply Chain Matters

DECEMBER 13, 2023

Such actions were to include mitigation of risks related to China based sourcing, which is now commonly referred to as a China Plus sourcing strategy. That was followed by a public acknowledgement from CEO Tim Cook that the company’s 60 percent sourcing of various production within the country was too much.

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Supply Chain Matters

AUGUST 8, 2022

The overall takeaway from the July data was that global production momentum had begun to stagnate and in some regions such as the Eurozone, Taiwan, and to some extent , certain manufacturing regions of China, PMI values had reached contraction levels. . Logistics Managers Index. Global Supply Chain Pressure Index.

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Supply Chain Matters

DECEMBER 1, 2022

Manufacturing conditions continued to deteriorate within Taiwan which reportedly experienced a further and described sharper decline in operating conditions. The S&P Global Taiwan Manufacturing PMI® for November reportedly rose fractionally to a value of 41.6, after plummeted to its lowest level since 2009 in October.

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Supply Chain Matters

JULY 6, 2023

Source: S&P Global Intelligence, July 2023 Highlights of Regional Reporting- Good and Not So Good Continued Production Expansion Across India Increased product demand and manufacturing activity levels across India during June outpaced all other regions. This country’s June PMI value was reported as 40.6,

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Supply Chain Matters

MARCH 3, 2022

Global wide production, transportation and logistics activity levels reported for February, but continued rather concerning data related to global transportation service levels and cost. Commentary related to January’s PMI and logistics data can be accessed at this web link. Global Wide Production Activity.

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Supply Chain Game Changer

JANUARY 18, 2022

For many years the predominant priority in sourcing has been finding the lowest cost possible. What is the appropriate sourcing strategy going forward? Should you keep work in low cost geographies, establish sources in multiple geographies, or on-shore work into high cost domestic countries? Geographic Sourcing History.

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ToolsGroup

APRIL 1, 2022

Material Handling & Logistics ). Material Handling & Logistics ). 28% of global retailers have tried to find alternative sourcing options due to supply chain issues (RetailNext, 2020). Source: Consultancy.UK. Image source: Fortune. How the Supply Chain Crisis is Impacting Businesses and Consumers.

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Supply Chain Matters

AUGUST 17, 2022

In our recent Supply Chain Matters highlights of July’s global PMI indices , there was a consistent theme of declining mo mentum, especially involving most manufacturing regions of Asia, including Taiwan. Sources indicated to CNBC that while no strikes have been announced or expected, there are concerns future strikes could be announced.

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Supply Chain Matters

MARCH 7, 2023

The alternative supply chain or “ Altasian” is defined as countries consisting of Japan, South Korea, Taiwan, India, the Philippines , Indonesia, Singapore, Malaysia, Thailand, Vietnam, Cambodia and Bangladesh. billion in population will be the linchpin of an alternative sourced Asian supply network. One example indicated was that U.S.

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Supply Chain Game Changer

AUGUST 30, 2022

Many businesses use some form of Total Cost of Ownership model to support their Procurement and sourcing decisions. In fact these models are not just used casually, but they often are designed to inform and make optimal sourcing choices. Typically and historically sourcing decisions were predominantly based on unit price.

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6 River Systems

SEPTEMBER 17, 2019

The world of supply chain and logistics is changing every day. Each one is featured as having done something unique to reinvent their supply chain and logistics. Coyote Logistics @CoyoteLogistics Coyote Logistics prides itself on its innovative logistics and supply chain philosophy.

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Resilinc

NOVEMBER 9, 2022

Rick Freeman joined Resilinc in July after more than a dozen years in procurement and supply chain for semiconductor manufacturer Micron Technology. Then start looking at the risks in your supply chain for those items, including geopolitical, natural disasters, financial health and where a single source supplies items.

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Supply Chain Matters

SEPTEMBER 1, 2023

In this storms path have been significant wind and flooding related damage along with disruptions to transportation and logistics that are now being assessed. Typhoon Haikui is approaching Japan’s Okinawa Island along with Taiwan , another major manufacturing region including semiconductor fabrication.

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Enterra Insights

FEBRUARY 11, 2020

.” Alex Saric, a procurement expert at Ivalua, observes that poor supply chain visibility exposes companies to unwanted risks. Here, a smart approach to procurement will allow companies to improve supplier visibility, put effective measures in place and identify supply chain risks as they appear.

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Resilinc

SEPTEMBER 14, 2021

This is usually due in part to the Atlantic hurricane season, but this year, COVID-19 outbreaks and the unrelenting congestion in logistics are compounding the usual seasonal trends. To adapt to these disruptions, OEMs and retail chains are seeking to procure holiday goods earlier than usual—which is contributing to the shipping congestion.

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Supply Chain Matters

SEPTEMBER 28, 2022

The report specifically cited i Phone contract manufacturing assemblers Foxconn, Pegatron , Wistron , along with MacBook producer Quantra Computer , AirPods producer Inventec , each being asked to evaluate alternative sourcing cost and other factors.

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Infosys Supply Chain Management

NOVEMBER 16, 2012

Logistics and Distribution. Sourcing & Procurement. Sourcing & Procurement. ProcureEdge – Sourcing & Procurement. In the past, hefty retail events such as Black Friday seemed to prompt firms to focus more on the inventory aspect of the logistics network. Financial Services.

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