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Supply Chain Matters provides readers with December 2024, Q4-2024 , and year-end global supply chain assessments as reported by various global wide PMI reporting. Morgan and S&P Global Market Intelligence reported a continuation of contractionary activity levels in the final month of 2024. for December, down from a 50.0
82% of people have concerns that the supply chain will ruin life plans, such as birthdays, vacations, holidays, and the purchasing of necessary items. 28% of global retailers have tried to find alternative sourcing options due to supply chain issues (RetailNext, 2020). Source: Consultancy.UK. Image source: Fortune.
Almost two decades of reporting. For example, the Gartner Top 25 celebrates the accomplishments of Intel (active with Gartner), but in the analysis in Table 1, Nvidia Corporation and Taiwan Semiconductor (TSMC) clearly outperform Intel in the Semiconductor Industry. The analysis is now in its ninetieth year. The reason?
Reported April 24 Over 60% of our business is from products that are manufactured, bagged, assembled or grown in the United States and only 12% of our business is direct imports. Recall, we purchased targeted additional inventory in late fiscal '25 and early fiscal '26, ahead of tariffs. billion to $1.6
The topic/report will finally be on the logistics M&A through the end of May. The report will be available free for paid Substack subscribers but I’ll provide a summary and a link to the report in case you’re interested in either purchasing it separately or paying for an anuual subscribtion to my Substack articles.
Morgan Global Manufacturing PMI® report, a composite index produced by J.P. On the slightly positive side, the July report indicated that rates of input cost and output charge inflation have both eased to 17-month lows. The bottom three were listed as Poland , Taiwan and Myanmar. . reported for June. slipping 2.3
The company will henceforth outsource the manufacturing of its stationary exercise bikes and treadmills to a Taiwan based contract manufacturer. With so many having to work from home during the ongoing Covid-19 pandemic, consumers upped their purchases of in-home fitness equipment. Timing was a further crucial factor.
Supply Chain Matters provides a further global supply chain assessment in the highlights and added insights on reported November 2023 global and regional production and supply chain PMI indices. Global Wide Manufacturing Activity Levels Global manufacturing activity as reported by the J.P. reported in October. in November.
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. . This index was reported as 1.84 reported for June, and 2.59
A Response (Part 1) The annual CPO Agenda from the Hackett Group always makes fascinating reading, as it reveals the changing priorities of the world’s procurement leaders. This year it reports that the top three priorities remain the same as in 2023, but the order has changed. Cost reduction is back in the top spot, as it was in 2021.
While the pandemic has given procurement managers fresh ammunition to advocate for greater resiliency within their corporate supply chains, geopolitical experts and a bipartisan coalition of legislators argue that the U.S. According to the Wilson Center’s Deputy Director for Geoeconomics Shihoko Goto, U.S. allies,” said Goto. said Marchese.
Supply Chain Matters provides highlights perspectives and added insights on reported August 2023 global and regional production and supply chain PMI indices. The three specific regions of concern are the Eurozone, United Kingdom along with Taiwan. The August reported value rose to a three month high of 49.0 reported for June.
In this Supply Chain Matters commentary, we highlight quantitative data related to global and regional supply chain production activity levels in May 2022, as depicted by the reported PMI indices. Key reported findings point to output declines, lackluster new order inflows and international trade volume declines. reported for April.
Supply Chain Matters provides highlights and added insights on reported September and Q3 2023 global and regional production and supply chain PMI indices. The three specific regions of concern remain the Eurozone, United Kingdom, along with Taiwan. The reported September PMI reported value 49.1 value reported for August.
Supply Chain Matters provides readers and clients with a further installment in our global supply chain assessment series in providing highlights on reported June and Q2- 2024 global PMI activity levels. Germany, Austria and Poland were reported as the three lowest PMI activity levels. average reported for Q1-2024.
Supply Chain Matters provides highlights and perspectives on reported July 2023 global and regional production and supply chain PMI indices. The two special regions of concern are the Eurozone and Taiwan. Global Wide Manufacturing Activity Levels Global manufacturing activity as reported by the J.P. declined 0.7 declined 0.7
Among developing regions, a continued near-term challenge are increasing rate of infection related to the BA2 COVID-19 variant and its impact on low-cost production regions, coupled with added transportation delays and disruption. Source: JP Morgan and S&P Global, March 2022. reported for February and the 55.1 United States.
Resilinc’s Rick Freeman weighs in on the future opportunities for high-tech and semiconductor companies Despite the stabilization of the high-tech and semiconductor supply chain, the industry still faces pressure due to ongoing import/export restrictions and changing regulations governing semiconductor production and sourcing.
However, one month shy of its expected launch in September, reports claim that Apple is facing production issues regarding the iPhone 8 and its release could be delayed by three to four weeks. Industry sources also said that iPhone shipments are being held back by supply of OLED panels and yield rates at assembly as output of the 5.8-inch
Launched in 2020, CommodityWatch AI uses real-time news and event monitoring and predictiveanalytics to forecast supply, demand, and pricing trends out to three months for commodities including but not limited: gold, silver, aluminum, copper, caustic soda, cobalt, helium, paper, and tin.
Supply Chain Matters provides highlights of both December 2022 and full year reported global PMI indices that at the close of 2022 present a far different picture from the start of the year. This posting serves as a side panel to the start of our multi-part unveiling of our individual 2023 predictions for industry and global supply chains.
In our summary and perspectives focused on July 2022 reporting , we opined that July data reinforced a trending toward declining global supply chain production momentum. Morgan Global Manufacturing PMI® report, a composite index produced by J.P. The bottom three were listed as Poland , Taiwan and Myanmar. The August 2022 J.P.
Supply Chain Matters provides readers with a further installment in our global supply chain assessment series, specifically in providing highlights on reported July 2024 global wide PMI activity levels. Report commentary by Bennett Parrish, Global Economist at J.P. Product demand levels are essentially focused on domestic market needs.
Morgan Global Manufacturing PMI® report, a composite index produced by J.P. The report pointed to underlying fundamentals remaining weak as new order volumes stagnated while business optimism was note as falling to a reported two-year low. reported at the end of March, and a 52.3 value reported for May.
Supply Chain Matters provides our monthly highlights commentary reflecting on May 2023 reported global and regional PMI indices. Global Manufacturing Activity Levels Global manufacturing activity as reported by the J.P. The reported value of 49.6 was unchanged as that of April as well as March. in April to 58.7
reported for March, and a negative 0.29 reported for February. There have now been three consecutive months of reported negative deviation in the GSPI , with clearer signs of global supply chain volatility pressures now existing significantly below pre-pandemic levels. This recent April data reinforce that U.S.
Supply Chain Matters provides highlights and added perspectives on reported November 2022 global manufacturing PMI and supply chain activity indices. Morgan Global Manufacturing PMI® report for November 2022, a composite index produced by J.P. The November report reflected a 29-month low value of 48.8, reported for October.
For getting the final product from its original source to the customer, there is an involvement of different persons, resources, and activities to ensure that the link does not break down and companies are able to fulfill their contractual obligations timely. Impact of exchange rates on supply chains.
Supply Chain Matters provides readers with a further installment in our global supply chain assessment series, specifically in providing highlights on reported August 2024 global wide PMI activity levels. Global Manufacturing Output Levels Global-wide manufacturing levels as reported by the J.P. This composite index produced by J.P.
Supply Chain Matters provides highlights of February 2023 reported global and regional PMI indices which appear to indicate some stabilization within global supply chain networks. Global Manufacturing Activity Levels Global manufacturing activity as reported by the J.P. The reported 50 value for February was up 0.9
Supply Chain Matters provides highlights of March and Q1- 2023 reported global and regional PMI indices which reinforce a state of stabilization within global supply chain networks. However, we discern some added signs excess inventories and of production sourcing shifts. That stated, the reported 49.6 but represented 0.6
Supply Chain Matters provides highlights and perspectives on reported June 2023 and Q2-2023 quarterly global and regional PMI indices. The data further points to added warning signs that strongly suggest added contraction in the quarter to come. Global Manufacturing Activity Levels Global manufacturing activity as reported by the J.P.
S&OP is an integral process, which means the active involvement of Finance, Sales, Product Management, Production, Purchasing, etc. However, there must be consensus within the organisation about definitions and the right source of information for important reports. Taiwan, Province of China. Checklist S&OP.
Walmart will pay more for domestic sources, but will not be burdened with the inventory and purchasing FOB. As noted in one of my blogs, however, producing a fab plant is a good step – but the supply chain for chips is still largely in Taiwan.
To lure customers to purchase its phone, Xiaomi is selling its phone slightly above cost. At the same time, it is expanding its operations in Hong Kong, Taiwan, and Singapore. Source: Wall Street Journal, January 2014. .
Qoo10 was renamed eBay in 2012 after eBay purchased Gmarket, a joint venture between eBay and Giosis. Purchases can be made using the company’s website or mobile app. The marketplace is popular in Taiwan, Hong Kong, Macau, and other adjacent regions and is the leading eCommerce site in Singapore. Carousell Singapore.
Source Sensibly and Sustainably. Highly developed nations such as South Korea and Taiwan may fill in the technology gap. Repeat purchases beat finding new customers any time. Keep an eye on this metric to avoid a deadstock situation. And there’s pesky no software to install, setup or maintain.
The carrier’s Asia based operations have a concentrated focus on moving goods from manufacturing hubs in China , Taiwan or Singapore. The sudden decline in consumer demand for either pandemic or other needed material purchases has caught many businesses with excess inventories and frankly, some surprise.
In general the ERP technology providers underperformed, and the investment was an opportunity cost to the adoption of new forms of analytics and building effective business networks. The Focus Inside-out Supported by Functional Metrics. Maturity Model. In addition, the promise was overstated.
The Suez Canal Company's shares were purchased by Great Britain in 1874, making it the sole owner. billion of its total revenue in the fiscal year 2014, placing it as the third-largest source of income in the nation. New age of European dominance in Pacific Asia began with the opening of the Suez Canal in 1869.
Few, if any, analysts are predicting fair winds and following seas for supply chains this year. Recently, Thibaud Molin , a partner at the KYU, told reporters at a press conference, “The world has entered a zone of uncertainty.”[1] “China reported only 5.2% It is expected to further decelerate to around 4.5%
We now share excerpts of Prediction Two likely to be one of the more longer-term consequential predictions, that which is related to supply network strategic and tactical sourcing strategies. Prediction Two Increased import tariffs and trade conflict policies of a second U.S. or other global companies. billion in funds.
These predictions mostly seem obvious. I got a pitch from the PR firm representing Everstream Analytics that was different. Everstream Analytics is sitting on a vast trove of risk data. The company applies AI and other analytics to this data to provide supply chain risk analytics and insights to its clients.
Background In 2021, with the assistance of the former Trump Administration , Taiwan based contract manufacturing services provider Foxconn and EV start-up designer Lordstown Motors executed a deal to facilitate the sale of a previous General Motors 6.2 Further noted in the CNBC report is that Lordstown had, as of the end of March, just $108.1
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