Industry Notes

We checked retail prices on “Cyber Monday” (11/27) for hard disk drives (HDDs) and solid-state drives (SSDs), which we measure on a Dollar per Gigabyte basis ($/GB), for the first time since November of last…

On “Cyber Monday” (11/27), we checked prices on a number of popular full-HD (1080p) and 4K Ultra High Definition (UHD 2160p) LCD TV models from LG, Samsung and Vizio by pulling publicly available prices from…

This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of October, which again was somewhat above seasonal trends. Specifically, European vehicle registrations in October (~20% of global…

Our latest look at aggregate inventories up and down the supply chain showed some further progress towards a return of more normalized levels, albeit within the context of what now looks like a heightened corporate…

Yesterday, Lyft (LYFT; $9.94; E/W) and Uber Technologies (UBER; $46.48; O/P) each announced an agreement with the New York State Attorney General’s office to set a minimum wage standard for rideshare drivers, while maintaining that…

This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of September. Specifically, European vehicle registrations increased 29% MoM (~20% of global demand), which was below our calculation…

We expect Q3 EPS season to provide support for the idea that a cyclical bottoming process is generally taking shape across the tech supply chain, although we continue to warn that the slope of any…

This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of August, which was well ahead of seasonal trends. Specifically, European vehicle registrations (~20% of global demand) in…

This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of July, which was modestly below seasonal trends. Specifically, European vehicle registrations in July (~20% of global demand)…

Our latest look at aggregate inventories up and down the supply chain, across OEMs, component makers, electronics manufacturing service (EMS) providers and distributors (27 companies with $82B in annual inventories ex-Apple at the end of…

Yesterday (8/10), the California Public Utilities Commission voted in favor of allowing General Motors’ (GM; $33.86; NR) Cruise and Alphabet’s (GOOGL; $129.24; NR) Waymo to offer paid Automated Mobility on Demand (AMoD) rides in autonomous…

We continue to see net positive indicators that bode well for battery electric vehicle (BEV) charger demand, especially when it comes to direct current (DC) fast chargers, which should further benefit the prospects for ChargePoint…

This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of June, which we think furthers the idea that auto supply chains are becoming more predictable. Specifically, European…

We expect Q2 EPS season from our tech supply chain coverage to highlight a return of more traditional summer seasonal pressures we think are not fully reflected in the Street’s Q3E estimates in many instances. This…

We hosted a “fireside chat” during our Transportation Technology Conference with privately held FreeWire Technologies’ CFO Michael Beer. FreeWire has developed an “ultra-fast” direct current fast charger (DCFC), which we think comes with a differentiated…