2009 & 2010: The coming global recovery
power modulator modules for cellular base 50 EMS provider List by Manufacturing Tuam, Ireland.
stations from Nujira. Market Insider. DEK chairman John Knowles received an
Scanfil EMS signed a wind power compo- TVAB cut 100 employees in Poland. Honorary Doctor of Business Administra-
nent manufacturing agreement with The VT Automotive Electronics laid-off 400 at tion from Bournemouth University.
Switch. its Autoelektronika division. DYMAX acquired the Tridak Division of
Sitronics laid off 300 employees in Votice, Winland promoted David Kuklinski to VP Indicon.
Czech Republic. of sales and marketing. Equipment Services LLC began offering
SMTA named Dr. Daniel Baldwin SMT feeder calibration, repair, and refur-
president-elect. Materials & process equipment bishment services.
STI Electronics: The global market for electronic conformal Indium promoted Emily Giasone to man-
• appointed Ryan Kirk industrial sales coating is expected to grow at a CAGR of ager of its Metals, Chemicals, and Energy
manager. 6.8% from $6.6 billion in 2008 to over Business Unit.
• relocated into a new 54,000 SF facility $9.1 billion by 2013.—BCC Research Lincoln International hired Edward Leth-
in Madison, AL. Agilent eliminated 800 jobs and imple- bridge as director specializing in business
Symetrics received the 2008 Best Busi- mented 5-10% pay cuts for remaining and support services M&A in its London
ness award from the Melbourne-Palm Bay employees. office.
Chamber of Commerce for the second Cencorp appointed Matti Paasila Chair- Madico Graphic Films introduced a high
consecutive year. man and Hannu Timmerbacka CEO and temperature gloss white polyimide material
Taiwan Surface Mounting Technology vice chairman. for PCB bar code labels.
merged subsidiaries TSMT Nanjing and Christopher Associates introduced a high Nordson Corporation inaugurated its new
TSMT Ningbo with Regent Manner power soldering iron for mass soldering customer 86,000 SF office facility near
International Holdings production bases in applications, including PCBA. Shanghai, China.
Suzhou and Ningbo. Connaught Electronics closed its Czech OMG:
TT Electronics was named to the Top facility and transferred production to • become a distribution partner for P Kay
20090119 20081231
Taiwan Motherboard Vendor Sales
Total Semiconductor Shipments to an Area
Composite of 21 Large Manufacturers Monthly Shipments - Reporting Firms
NT$ (Billions)
40 $B
October peaks
15
Japan
N America
SE
30
Europe Asia
Asia Pac
10
20
2008/2007 down 11%
4Q'08/4Q'07 down 18%
10 Asustek removed from historical data following 1/08 spinoff of
5
computer related (motherboard) business to Pegatron and
non-computer related business to Unihan Technology. Both spinoffs
are not reporting financials publicly. 2/14/08
0
5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111
99 00 01 02 03 04 05 06 07 08 09 0
CALENDAR YEAR
1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1
Company Financial Releases 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09
Albatron, AOpen, Biostar, Chaintech, Diamond Flower, Elite Group, Epox, Flytech, Giga-Byte, ICP, Jetway, Keimei, Kinpo,
Leadtek, Microstar Intl, Mitac, New Era, Shuttle, Soyo, Tul, Universal Scientific SIA website:
www.sia-online.org/
Chart 5. Chart 6.
20081115 20090118
Semiconductor Fab, Test & Measurement
Taiwan Electronic Equipment/ODM Manufacturers
Composite of 13 Public Companies
Composite Sales of 7 Large Manufacturers
Revenue, Net Income & Inventory -20% 4Q
NT$ (Billions)
250
US$ Billions @ fluctuating exchange
Guidance
8.0
-15% 2008/2007
200
6.0 +7%
150
4.0
-6% in
2.0 100 4Q'08 vs.
4Q'07
0.0
50
-2.0
3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
00 01 02 03 04 05 06 07 08
0
Revenue 7.5 6.8 6.4 5.4 4.5 3.8 3.9 4.2 4.6 3.8 4.0 4.0 4.2 4.7 5.6 6.1 6.1 5.4 5.4 5.2 5.0 5.1 5.7 6.1 6.1 5.8 6.0 6.3 6.3 5.8 5.8 5.3 5.3 4.6
1 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111
Income 1.4 0.2 0.7 0.1 0.0 -0.4-0.3-0.1-0.4-1.0-0.3-1.6-0.1 0.2 0.6 0.8 0.8 0.5 0.5 0.4 0.4 3.3 0.7 1.0 0.9 0.8 0.7 1.0 0.9 0.6 0.6 0.5 0.5
98 99 00 01 02 03 04 05 06 07 08 09
Inventory 4.5 5.4 5.2 4.9 4.5 4.1 3.9 3.9 3.8 3.7 3.4 3.2 3.0 3.1 3.4 3.5 3.6 3.7 3.4 3.4 3.3 3.0 3.0 3.4 3.3 3.6 3.7 3.6 3.5 3.5 3.8 4.0 4.1
CALENDAR YEAR
Applied Materials, KLA-Tencor, Novellus Systems, Agilent Technologies, BTU International, FEI Co,
Company Financial Releases
IBIS Tech, Kulicke & Soffa, MKS Instruments, Teradyne, Ultratech Stepper, Varian Semiconductor
Acer, Qisda (BenQ), Compal, First Intl Computer, Inventec, Mitac, Quanta
Equip, Veeco Instruments
Chart 7. Chart 8.
34 – Global SMT & Packaging – February 2009
www.globalsmt.net
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