Financial headlines this week are keenly focused on a building decline in technology stocks being led by Apple and its perceived shifting of iPhone product strategy that is now cascading across the hardware supply network.
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The Supply Chain Matters blog provides a sidebar commentary relative to heightened global trade tensions, specifically this week’s new development of a provisional Brexit agreement being produced for approval.
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Apple stock is in a current downspin after reporting its best quarterly financial performance in the history of the company. With a concern and focus on whether the company’s future iPhone’s strategy will be lower volume, higher margin hardware and related services generated margins, the implication for the supply network segmentation and supplier relationship strategies remain concerning.
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This Supply Chain Matters blog commentary is penned three days before the mid-term elections in the United States, an election that likely has voters contemplating many issues including a vote on the impacts of tariffs on individual businesses and industries.
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The Supply Chain Matters blog updates readers on Tesla’s production and supply chain management ramp-up challenges, new tell-all reports and a report of a building criminal probe related to Model 3 product ramp-up statements that are casting a much more concentrated eye on the electric auto maker’s operations.
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News of the eventual bankruptcy, perhaps liquidation of what once was one of the most iconic brands in retail is anti-climactic. This was an outcome that has been long anticipated somewhat painful to watch, especially from a supply and demand network capability perspective.
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Additional data and reports related to ongoing implications of global trade and tariff tensions will likely lead to added business planning challenges among global supply chain teams for the coming year, and perhaps beyond.
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North America supply chain networks have been granted one huge sign of relief in the announcement of a last-minute trilateral trade deal involving Canada, the United States and Mexico. Attention is now turned to determining the implications and needed changes.
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The Supply Chain Matters blog provides a perspective commentary regarding this week’s announcement of the rebranding of the APICS professional education organization to the Association for Supply Management (ASCM).
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The Supply Chain Matters blog highlights some current signpost examples in the deployment of artificial intelligence and predictive analytics in supply chain planning process needs.
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Concerning news regarding executive turnover at Tesla along with building concerns focused on CEO Elon Musk has led to yet another executive re-structuring. However, Supply Chain Matters has some optimism regarding production and supply chain leadership changes.
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With the current backdrop of increasing global trade and tariff developments has all eyes focused of the ongoing impacts to global supply chain activity levels. The latest July-August 2018 data points to a slight firming of output data but at the same time, increasing uncertainty as to future output impacts.
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