When? Reaching the elusive ‘bottom’ and beginning recovery
• in Finland, 96 in Richardson, 1,150 in products in mainland China. LaBarge was awarded US $3.4 million in or-
Pécs, Hungary and 366 in St.Petersburg, • became netbook contract manufacturer ders for ruggedized PCBAs used in military
Russia. for Asustek and Best Buy. applications from BAE Systems.
• sold its Lohja, Finland, real estate. • received JDM (joint design manufac- Lincoln International represented Wolf
Essemtec India began operating as a branch ture) notebook orders for Dell Adamo Electronix Corporation in its sale to Com-
office offering total SMT solutions with full notebooks. putrol.
sales & service support. • received set-top box orders from Ad- MC Assembly added new AOI systems in
Federal Electronics received ISO 9001:2000 vanced Digital Broadcast (ADB). Palm Bay, Florida, and Zacatecas, Mexico.
and AS9100 revision B certification. Fujikura will move its automotive wire har- Micronetics subsidiary received US $8M
Flextronics: ness production from Romania to Morocco plus for microwave assemblies used in a
• cut 200 jobs in Midgal Ha’Emek, Israel; in 1H’09. high performance jamming system.
50 in West Columbia, Wisconsin; and Holders Technology UK achieved Neways cut 60 workers in Germany and the
150 in Louisville, Kentucky. ISO9001:2000 accreditation. Netherlands.
• expects its new Morgan Hill to be at full Jabil Circuit: Nolato Alpha closed its Lönsboda, Sweden,
capacity by July 2009. • cut 3,000 jobs worldwide including 79 plant.
• sold its Nyiregyhaza, Hungary, plant to jobs in Oakbank Business Park, Livings- Novatech Technologies laid-off 66 employ-
Lego. ton, and 807 in Kwidzyn, Poland. ees in Pont-de-Buis, France.
• received a long-term solar module EMS Page Electronics purchased a MYDATA
Foxconn/Hon Hai: contract from Day4 Energy. MY500 solder jet printing machine.
• closed its Komárom, Hungary, factory • stock option backdating case was dis- PartnerTech:
and moved production to Debrecen. missed by U.S. District Judge • added a Mydata pick and place SMT
• issued up to US $650 million in global • formed a partnership with Choice Lo- line and AOI equipment at its Cam-
depositary receipts to increase capital. gistics for mission-critical service parts bridge NPI facility.
• became exclusive distributor of Apple’s logistics management operations. • discontinued mechanical work in Åtvid
20090221 20090222
Large Taiwan ODM Providers and Motherboard
Large ODM Companies
& Electronic Equipment Assemblers
Composite of 10 Public Manufacturers
2007 vs. 2008 Sales ($M)
2008/2007
Quarterly Revenue Growth
2007 2008 Growth %
Foxconn (Hon Hai) 39,079 49,461 27%
Quanta Computer 23,150 25,423 10%
% Growth in NT$ (quarter vs same quarter in prior year)
Wistron 8,741 14,306 64%
80
Acer 10,084 13,918 38%
Compal Electronics 13,506 13,665 1%
Inventec 7,557 11,866 57%
60
Asustek Computer 18,638 8,147 -56%
Innolux Display 4,927 5,310 8%
High Tech Computer 3,747 5,136 37%
40
Lite On Technology 5,355 4,270 -20%
Foxconn Technology 2,972 4,161 40%
Micro-Star International 2,907 3,352 15% 20
Qisda (was BenQ) 3,868 2,466 - 36%
Elitegroup 2,641 2,301 -13%
Inventec Appliance 2,509 2,047 -18% 0
Mitac International 2,593 2,043 - 21%
Compal Communications 1,540 1,194 -22%
Universal Scientific 1,119 830 -26%
-20
Gigabyte Technology 756 860 14% 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 1 2 3 4 1 2 3 4
First International 1,118 698 -38% 99 00 01 02 03 04 05 06 07 08
Total 156,807 171,454 9%
Asustek Computer, Compal Electronics, Foxconn, Innolux Display, Inventec, Inventec Appliance, Lite
Source: Company data, NT$ converted at constant avg 2008 exchange (31.65 NT$ = 1US$)
On Technology, Mitac International, Quanta Computer, Wistron
Chart 11. Chart 12.
20090210
20090221
Regional PCB Shipment Growth
World Electronic Equipment, PCB &
Semiconductor Shipments
Taiwan/China
Converted @ Constant 2006 Exchange Rates
3/12 rate of growth in local currency
Europe
3/12 rate of change
1.7
Japan
1.6 USA
1.5
PCB "0" Growth SIA El Equip
1.5 0
1.4 1.3
1.3
1.2
1.1
1.1
1
0.9
0.9
Assumptions:
Europe monthly ratio = SIA European semiconductor ratio
0.8 Japan & N. Americas from JPCA & IPC data
0.7
0.7 Taiwan/China based upon 28 large company composite
Rest of Asia growth = Taiwan/China composite
0.6 Data scaled to match Henderson Ventures annual totals
0.5 0.5
0.4 3 6 9 12 3 6 9 12 3 6 9 12 3 6 9 12 3 6 9 12 3 6 9 12 3 6 9 12 3 6 9 12 3 6 9 12
1 4 7 10 1 4 7 10 1 4 7 10 1 4 7 10 1 4 7 10 1 4 7 10 1 4 7 10 1 4 7 10 1 4 7 10 1 00 01 02 03 04 05 06 07 08
00 01 02 03 04 05 06 07 08 09
CALENDAR YEAR
CALENDAR YEAR
Sources: IPC, JPCA, Taiwan/China composite; modified SIA chip shipments to approximate Europe
Source: Custer Consulting Group & Henderson Ventures
Chart 13. Chart 14.
28 – Global SMT & Packaging – March 2009
www.globalsmt.net
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