David Johnson, Sr. Director, Product Marketing
With over 50 years of experience in global electronics and semiconductors, Malcolm Penn is Founder and CEO of Future Horizons and recognized as a thought leader worldwide. Malcolm and his team research, analyze and forecast for the high tech markets. The team has experienced and knows of the successes and travails of disruption and change in these critical industries. Over the past several years, Malcolm and his organization have correctly predicted the shifts, growth and changes in high tech.
In his presentation and discussion, Trade Wars, Tariffs and Market Disruption: What does the next decade look like in the High Tech Manufacturing industry, Malcolm shared, “Industry cycles are unavoidable and caused by supply and demand imbalances.”
Malcolm further shares, “Entering 2020, the outlook was set for a strong cyclical rebound. That was before Coronavirus (COVID-19) took us back to the drawing board for what the market will be. What is likely to happen is a strong rebound when the coronavirus actually runs its course and things get back on track. Q1 is seasonally slow for the chip market, and we have time to catch up. There is ample time for a rebound in the second half of the year. Apple, Xbox (Microsoft), and Playstation roll-outs can drive huge demand. However, no one knows how this will play out.”
From Malcolm’s perspective, there are four (4) factors that drive the industry. They are:
- Unit Demand
- Average Selling Price
- Capital Expenditures (CapEx)
To learn more about these four key drivers and listen to the complete presentation, go here. To learn more about how Model N can improve your gross-to-net journey go here. For more information on Future Horizons click here.