Bottom reached, ‘turning point’ in sight?
Gary Newberry manufacturing engineer. at Sugar Land, Texas. clusive worldwide distributing partner for
Sanmina SCI: TT electronics achieved ISO13485 medi- its AquaTherm batch defluxing systems.
• CEO Jure Sola raised his stake in the cal electronics accreditation at Rogerstone, Bliss launched FLEXconveyor (box build
company to 4.2 million with purchase South Wales. factory on wheels) for electronics assembly.
of 575,000 additional shares. Venture implemented a 10- 20% tempo- BTU International added Omni-tronics
• looking to acquire a plant in China. rary pay cut for senior and middle manage- as its representative in Minnesota, North
• closing its Rapid City, South Dakota, ment. Dakota, South Dakota, northern Wiscon-
factory. Videoton laid-off 100 staff in Hungary. sin and Iowa.
• cut 130 jobs at its Cork, Ireland, medi- Vogt electronic laid-off 55 employees in Camtek cut 14% of its global workforce
cal electronics manufacturing plant. Blejska Dobrava, Slovenia. (68 employees).
SigmaPoint Technologies (Cornwall, On- West Instruments ordered a MYDATA Christopher Associates:
tario, Canada) purchased four Universal MY9 pick-and-place machine. • appointed ASL Sales (Lewisville, Texas)
Instruments Genesis GC-60D platforms. Zeup Pozyton purchased a KE-2060 light as its sales representative for bare board
Sparton froze participation in and benefits from Juki Automation Systems. fabrication equipment in Texas.
accruals under its pension plan and sus- • hired and appointed Richard Brooks
pended employer matching contributions Materials & process equipment Technical Sales Engineer for Texas and
to its 401(k). Agilent: border regions of Mexico.
Sunburst Electronics achieved ISO 13485 • exited AOI and AXI systems business Cookson:
certification and ISO 9001 upgrade. to focus on electronic test market. • appointed Fabio Taiana VP of sales
Sunburst EMS: • cut 600 jobs. for its European Assembly Materials
• appointed Dave Fahey VP sales and Assembléon received global dealership for Business.
marketing. Yamaha pick & place machines outside • introduced ALPHA® Vaculoy SACX®
• acquired New England Wire Assem- Asia. 0307 Plus low-Ag Pb-free wave solder
blies. Austin American Technology appointed and rework alloy for use as a high per-
Suntron received FDA quality certification Technical Devices (Torrance Ca.) as its ex- formance replacement for SnPb and
20090309 20090311
Worldwide Semiconductor Capital Spending
Taiwan ODM Companies
Composite Sales of 10 Large Manufacturers
NT$ (Billions)
$ Billions
450
70.0
63.4
60.0
400
60.0
-29.6% 2008/2007
350
50.0
-46.5%
48.3 +2%
44.7
42.3
300
40.0
38.9
250
30.0
27.8
23.9 200
20.0
150
10.0
100
0.0
50
2006 2007 2008 2009 2010 2011 2012 2013
Other Capital Spending 17.9 18.7 13.7 7.0 7.5 10.1 13.0 12.3
0
Automated Test Equip 4.1 3.6 2.5 1.6 2.1 2.9 3.2 2.6 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 3
Packaging & Assembly Equip 5.4 5.2 3.7 2.0 2.6 3.4 3.8 3.1
98 99 00 01 02 03 04 05 06 07 08 09
Wafer Fab Equip 32.5 36.0 24.9 13.3 15.6 22.6 28.4 24.2 CALENDAR YEAR
Company Financial Releases
Asustek Computer, Compal Electronics, Foxconn, Innolux Display, Inventec, Inventec Appliance, Lit
Gartner 3/2009
On Technology, Mitac International, Quanta Computer, Wistron
Chart 7. Chart 8.
20090315 20090312
World Electronic Equipment, PCB &
Electronic Equipment Production Growth
Semiconductor Shipments Current $ Growth Rates Converted @ Constant 2007 Exchange Rates
Converted @ Constant 2006 Exchange Rates
3/12 rate of change
2007 2008 2009 2010 2011
1.5
PCB "0" Growth SIA El Equip World 8.1 0.2 -11.9 4.6 8.3
1.3 USA 0.9 -0.2 -10.6 3.5 4.5
1.1
W Europe -0.1 -1.1 -16.1 1.5 4.0
0.9
Assumptions:
Japan 0.2 -9.7 -14.3 2.2 5.5
Europe monthly ratio = SIA European semiconductor ratio
Japan & N. Americas from JPCA & IPC data
0.7 Taiwan/China based upon 28 large company composite
Rest of Asia growth = Taiwan/China composite
Four Tigers 7.6 1.3 -11.3 4.9 8.6
Data scaled to match Henderson Ventures annual totals
0.5
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 3
China 21.2 3.1 -7.3 7.9 13.3
00 01 02 03 04 05 06 07 08 09
CALENDAR YEAR
Henderson Ventures 3/2009
Source: Custer Consulting Group & Henderson Ventures
www.hendersonventures.com
Chart 9. Chart 10.
www.globalsmt.net Global SMT & Packaging – March 2009 – 27
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