2009 & 2010: The coming global recovery
Metals dross elimination technology. free solder in China market research and news analysis activities.
• Electronic Chemicals facility in Maple • will open its Dongguan, China, lead- Jon is a member of the IPC and active in the
Plain, Minnesota, was named one of free solder factory in April 2009. Technology Marketing Research Council. He
America’s Safest Companies by EHS can be contacted at
Today.
jon@custerconsulting.com.
PROMATION appointed Carl Ano mar- Walt Custer is an in-
20081231
keting manager. dependent consultant World PCB Shipments
Rohm and Haas entered a JV agreement who monitors and Converted @ Constant 2007 Exchange Rates
with IBM to develop and evaluate new offers a daily news
$ Billion
60
Assumptions:
materials for emerging packaging technolo- service and market re-
Europe monthly ratio = SIA European semiconductor ratio
Japan & N. America from JPCA & IPC data
gies. ports on the PCB and
Taiwan/China based upon 28 large company composite
Rest of Asia growth = Taiwan/China composite
Saki acquired a percentage of MacroSci- assembly automation
50 Data scaled to match Henderson Ventures annual totals
2007 based upon sum of monthly totals
ence from Schmidt Electronics Group. and semiconductor
SMART Group elected Keith Bryant of industries. He can be
40 Nov
Dage X-Ray Systems as its new chairman. contacted at walt@
estimate
based on
Speedline Technologies appointed Etek
custerconsulting.com
partial
data
Europe as its UK distribution partner. or visit www.
30
SUSS MicroTec appointed Frank Aver-
custerconsulting.com.
40.7 32.9 33.3 34.5 39.9
44.4 49.6 51.9 48.9
dung CEO.
20
Jon Custer-Topai
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 7 911
99 00 01 02 03 04 05 06 07 08
Valeo laid off 3400 workers in Europe. is vice president of
CALENDAR YEAR
WKK: Custer Consulting
Source: Custer Consulting Group - synthesized from Henderson Ventures annual estimates and N.
American, Japanese & Taiwan/China monthly PCB shipments and SIA European chip shipments
• received a license from Nihon Superior Group and responsible
to manufacture and sell SN100C lead- for the corporation’s Chart 9.
20090111 20090117
Electronic Equipment Production Growth
World Rigid & Flex PCB Production
Current $ Growth Rates Converted @ Constant 2007 Exchange Rates
Current $Billion Converted @ 2007 Exchange Rates
$Billions
70.0
2007 2008 2009 2011 2011
N America Europe Japan China
Taiwan S Korea Rest of Asia ROW
World 8.1 0.1 -6.8 5.3 9.1
60.0
51.9
USA 0.9 -0.3 -7.1 4.4 6.2
49.6
50.0
48.9
44.4
45.0
42.3
W Europe -0.1 -1.8 -11.4 3.6 4.7
40.0
Japan 0.2 -8.2 -9.6 3.3 5.7
30.0
Four Tigers 7.6 1.6 -7.3 4.7 8.6
20.0
10.0
China 21.2 2.7 0.4 8.1 13.2
0.0
Henderson Ventures 1/2009
2005 2006 2007 2008 2009 2010
www.hendersonventures.com
Henderson Ventures 1/09 totals, CCG prorated country values
Chart 10. Chart 11.
20090117 20090117
Global "Electronic Foodchain" Outlook Global "Electronic Foodchain" Outlook
2009 vs 2008 2010 vs 2009
Combined GDP
HV -0
Combined GDP
3
HV
Electronic Equipment
HV -7
Electronic Equipment
5 HV
Rigid & Flex PCBs
HV
-13
Rigid & Flex PCBs
6 HV
Semiconductors
HV -12
Semiconductors
HV 12
Semi Capital Equipment
-21 SEMI
Semi Capital Equipment
SEMI 31
-25 -20 -15 -10 -5 0 0 10 20 30
% Change % Change
Chart 12. Chart 13.
www.globalsmt.net Global SMT & Packaging – February 2009 – 35
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