Global SMT & Packaging 9.5 - May 2009

Brighter light at the end of tunnel
tions —IDC cellphone plant and moved production to
Computers & related: • Worldwide sales of smartphones to Wujiang, Jiangsu Province.
• Netbooks will be 17.2% of overall end users reached 38.1 million units Axiom Manufacturing Services hired
notebook PCs shipped in 2009. —Dis- in 4Q’08, an increase of 3.7% y/y.
Kevin Wilcox for business development in
playbank —Gartner
the UK and Adele Jones as the company’s
• PC sales will fall 11.9% in 2009 to Global installed base of Smart Electricity
first telemarketer.
257 million computers, with sales of Meters will be 76 million in 2009. —ABI
AXXE purchased an Aqueous Technolo-
desktops falling 32% y/y and sales of
Research
gies Trident fully automatic defluxing and
laptops rising 9%. —Gartner
• Worldwide server shipments declined
cleanliness testing system from Elnitec
components
by almost 12% y/y in 4Q’08; revenue
and an Asymtek SL 940 conformal coating
• China’s PCB market has been benefit-
slumped more than 15% to $13.1 bil-
system from Cyncrona.
ting from notebooks, rising infrastruc-
lion. —Gartner
Aztech incorporated its electronics busi-
ture boards for government’s $40
• Worldwide external disk storage
billion TD-SCDMA 3G mobile com-
ness into its subsidiary, Aztech Electronics.
systems factory revenues declined 0.5%
munication program and “non-brand”
BYD Electronics’ financial performance
y/y in 4Q’08 to $5.3 billion. —IDC
cell phones. —Dr. Hayao Nakahara
was hurt by Nokia’s pull-back from con-
• Graphics add-in board shipments de-
• Taiwan’s PCB makers are avoiding
tract manufacturing.
clined 42.7% y/y to 15.2 million units
Vietnamese investment due to: high
Cal-Comp (Thailand), a Compal Electron-
in Q4’08. —Jon Peddie Research
inflation, difficult employee recruit- ics’ subsidiary, received set-top boxes orders
Communication equipment:
ment and workers’ dislike of overtime. from ADB.
• Worldwide handset shipments grew
—H Nakahara Catalyst Manufacturing Services:
6% in 2008, but declined 5% in
• added cable and wire harness manu-
4Q’08. —Gartner
eMs, oDM & related assembly facturing capabilities and services in
• Worldwide mobile phone shipments
activity Tijuana, Mexico.
are expected to drop 8.3% in 2009.
Arima Communications closed its Taiwan
• expanded its SMT capacity with a DEK
20090401
20090411
US Electronic Equipment Orders & Shipments Taiwan/China Electronic Equipment Producers
Communications, Computer, Military, Instruments
Composite of 101 Manufacturers
$B (Monthly Orders - Seasonally Adjusted)
NT$ (billions)
34
700
32
600
30
28
500
Shipments
26
Orders 400
24
22
300
20
200
18
2008/2007 up 8%
16 100
14
1 4 7101 4 7101 4 7101 4 7101 4 7101 4 7101 4 7101 4 7101 4 7101 4 7101 4 7101
0
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
98 99 00 01 02 03 04 05 06 07 08 09
02 03 04 05 06 07 08 09
CALENDAR YEAR CALENDAR YEAR
Taiwan listed companies, often with significant manufacturing in China
http://www.census.gov/indicator/www/m3/
Chart 3. Chart 4.
20090411
20090411
Taiwan Wafer Foundry Composite vs Global
Taiwan Shipments
Semiconductor Revenues
27 Rigid PCB & 8 Laminate Manufacturers
NT$ billions World Chip Shipments US$ 3M Avg (relative) PCB - NT$ (billions) Laminate - NT$ (millions)
70 3500
23
24
PCB Laminate
Chip Foundries
60
21
3000
21
50
18 2500
19
15
40 2000
17
12
30 1500
15
9
20
13
1000
6
10
Global Semiconductors
11 3
500
0 9
0 0
1 35 7 91113 57 9111 35 79111 35 7 91113 57 9111 35 79111 35 7 91113 57 9111 35 79111 35 7 91113 57 9111 3
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
98 99 00 01 02 03 04 05 06 07 08 09 01 02 03 04 05 06 07 08 09
CALENDAR YEAR CALENDAR YEAR
Company Financial Releases
14 Taiwan Company Financial Releases & SIA
Chart 5. Chart 6.
www.globalsmt.net Global SMT & Packaging – May 2009 – 21
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