Tag Archives: Demand Surge

A new report on Apple’s China Supply Chain and associated pollution

A recent report (http://www.ipe.org.cn/Upload/Report-IT-V-Apple-II.pdf, published August 31, 2011) questions whether decisions made by Apple’s suppliers continue to have a negative environmental impact.  The report identifies suppliers who release hazardous chemicals into the river or environment, the speed of ramp up … Continue reading

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Auto Supply Chain Parts Shortages and OEM Impacts

A Wall Street Journal article (March 22, 2011) describes parts shortages across the auto supply chain for chips, sensors, forged parts etc. In some cases, past auto demand order drops have resulted in supplier capacity being diverted (for chips) from … Continue reading

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Japanese Tsunami and Supply Chain Disruptions

A New York Times article (March 17, 2011) describes the Japanese earthquake and tsunami and its consequent impact on electricity supply, ports, manufacturing plants and the global supply chain.  It describes Texas Instruments as claiming that one of its Japanese … Continue reading

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Electronic Component Suppliers for the iPad but OEMs too

A Wall Street journal article (March 4, 2011) describes an interesting global supply chain issue for electronic component suppliers like Toshiba, Samsung and LG Display (they supply memory chips or screens). These companies supply components used by Apple for their … Continue reading

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Differential inspection of generic manufacturing facilities

An article in the Wall Street Journal (February 16, 2011, B1-3) describes the fact that FDA inspection of US pharmaceutical manufacturing facilities is usually once every two years but foreign plants are inspected less frequently, with 64 % of the … Continue reading

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Apple’s Platform Approach impact on growth

An article in the International Herald Tribune (January 28, 2011) describes the 71 % growth in quarterly sales reported by Apple and attributes it to a “platform” approach.  The claim is that Apple software (iTunes, the store and app software) … Continue reading

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Choosing Inventories when Economy Recovery is Uneven

A Wall Street Journal article (January 27, 2011, B6) describes the challenges associated with choosing the right level of inventory given uncertainty in the US economic recovery. The article claims that Kimberly Clark managers cut production in the fourth quarter … Continue reading

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Rising Prices for Coffee, Cotton and Cocoa

A Wall Street Journal article (January 22, 2011) describes rising prices for commodities such as coffee, cotton and cocoa. Reasons for this estimated price increase, as reflected by rising prices of futures, are global.  Significant rainfall in Colombia is expected … Continue reading

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US Factory Output, Capacity Utilization Increases

An article in the Wall Street Journal (January 15,2011) reports that US factory output rose 0.8 % in December (from November).  Capacity utilization was reported to increase to 76 % from 75.4 % in November and business inventories increased 0.2 … Continue reading

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Cotton Prices surge 91 % and Rayon Use increases

An article in the Wall Street Journal (6 Jan 2011) describes the quandary faced by apparel manufacturers who face cotton price increases of 91 % over the course of the year.  An alternative is another fabric also obtained naturally, from … Continue reading

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