DSP prices, FPGA prices, amplifier prices, not raising their prices without a semiconductor device. The investigation, according to the author, at present, many clients continue to extend as the order cycle, had to take a double order form, the recent Wall Street analysts pointed out that programmable logic supplier Xilinx is facing this risk.
JP Morgan analyst ChristopherDanely in a May 18 report that part of the Virtex-5 supply cycle from 4 to 6 weeks has been extended to 10 weeks.
In fact many Wall Street analysts in recent weeks have released a report that fear FPGA vendor Xilinx and Altera's inventory, but some people think that do not have to worry about. Xilinx CFOJonOlson at the annual shareholder conference call said, Xilinx's strong growth comes mainly from the sale of new products, and is on the client work together to determine whether they have a buffer stock. "Overall, very few of their inventory and retail in good condition." Olson said.
Danely raised one hand, the performance level of Xilinx in 2011, but he also raised the issue of inventory Xilinx. Danely said that Cisco's second quarter level of the intended purchase amount of 43 million, compared to a 3.3 billion for the quarter increased by 30% increments of a quarter only 19%, which means that customers may adopt a "double order" approach.
Danely said that once the extension of parts delivery, OEM will use multiple channels, single, and only use the cash to get that part of the first order, cancellation of other orders, and this will lead to increased inventory vendors or channel companies.
Distribution of more than ten years, a person engaged in the same expression of such concerns, a double order no sense, and also solve the current shortage problem, and may cause our customers and vendors the risk of both sides.
The risk for customers, that person that if no tension between supply and demand, the product will immediately "rush forward", resulting in lower prices. "This is the stock who will cause a loss who, from hard to hard pressure to do stock inventory, the factory has just started to increase production capacity of the premise, it can not be cut in time, thus causing the price customers will feel more and more expensive, this Customers will be when the time delay in the procurement, thus causing the semiconductor industry chain collapse again. "
The source also said, "Suppliers face the rushing of orders, can not distinguish between the actual market demand for large, resulting in no expansion on the share of an expansion on the surplus lose the embarrassing situation."
"If the original manufacturer of the agent management in place if the agent's inventory, the actual needs of customers should be clear, but the forced situation, customers tend to be confused themselves, must take their own screening of the original." Advising clients of the bit to, "listen to agents, listen to customers, and finally to become their own, or, finally himself confused." I am China Crafts Suppliers writer, reports some information about popcorn making machines , maple evaporator.
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