Sobering first quarter
China plans to create 1.5 million electron- —MMI Contac opened a new office in Shenzhen,
ics and information technology jobs over Alta Manufacturing and Alta Via Tech- China.
the next three years. nologies formed an exclusive strategic ControlTek installed KISS-103 selective
Japan cut its FY’09 GDP estimate to a alliance to develop and implement an solder technology from ACE Production
3.3% contraction and unveiled a US $154 innovative PCB technology manufacturing Technologies.
billion stimulus plan. and assembly roadmap. CT Production purchased an Xpress place-
ACW Technology appointed Jim Davies ment system from Europlacer.
end markets business development manager and Simon CTS received several electronic throttle
PC shipments declined 6.5% y/y to 67.2 Cruddace international sales director. control accelerator pedal module manu-
illion units in 1Q’09. —Gartner Alta Manufacturing named Craig Arcuri facturing contracts from a German car
Mobile phone shipments fell 15.8% y/y to CEO. manufacturer and Asian customers.
244.8 million units in 1Q’09. —IDC AMAX expanded its Fremont, California, Custom Electronics Integrators received a
World SEMI equipment spending was operations to 145,000 SF and completed loan guarantee from The Provincial Gov-
down 31.7% y/y to US$30.7 billion in its Pudong, Shanghai, China facilities. ernment to help it maintain 75 jobs.
2008. —Gartner Bulova Technologies acquired BT Acquisi- Da-Tech closed its Raleigh electronics
China is spending US $6.2 billion on tion Corporation. plant.
wireless infrastructure equipment in 2009. Bulgarian electronics manufacturing Elcoteq stopped production at its smallest
—iSuppli market revenues are expected to grow from Pécs, Hungary, plant due to falling orders.
US $441 million in 2008 and to US $887 Enics began closing its Vaasa and Jyskä
eMs, oDM & related assembly million in 2015. —Frost & Sullivan units in Finland resulting in 150 lay-offs.
activities
Celestica’s Monterrey and Reynosa Mexico Express Manufacturing received ISO
The top 50 EMS providers for 2008 grew
plants were unaffected by swine-flu out- 13485:2003 Medical Electronics accredita-
collectively by 7.7% to US $158.5 billion.
break. tion.
20090511
Inventory/Sales Ratio
20090511
Global Electronic Equipment Shipment Growth
Large Component Distributors, Semiconductor, EMS &
Quarterly Inventory/Sales ($) OEM Companies
0.85
Taiwan/China
0.80
Semiconductor
Preliminary estimate based upon incomplete 1Q'09 data
3/12 rate of growth in local currency
Europe
0.75
EMS 1.6
Japan
OEM
0.70
1.5
USA
Component Distrib
0
0.65 1.4
0.60 1.3
Chips
0.55
1.2
0.50
1.1
0.45 Distr
1
0.40
EMS 0.9
0.35
0.30
0.8
OEM
0.25
0.7
0.20 0.6
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
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 4
00 01 02 03 04 05 06 07 08 09
00 01 02 03 04 05 06 07 08 09
CY
CALENDAR YEAR
4 Component Distributor, 18 Semiconductor, 12 EMS and 60 OEM Company Composite
Chart 3. Chart 4.
20090511 20090430
Taiwan/China Electronic Equipment Producers Mobile Phone Unit Shipments
Composite of 101 Manufacturers World
NT$ (billions)
700
Units (Millions)
IDC
350
4/30/09
Holiday
-16%
600 Seasonality
300
500
250
400
200
300
150
200
100
100 2008/2007 up 8%
50
0
1 3 5 7 9 111 3 5 7 9 111 3 5 7 9 111 3 5 7 911 1 3 5 7 9 111 3 5 7 9 11 1 3 5 7 9 111 3 5
02 03 04 05 06 07 08 09 0
CALENDAR YEAR
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
00 01 02 03 04 05 06 07 08 09
Taiwan listed companies, often with significant manufacturing in China
Gartner DataQuest 3/09, IDC 4/30/09
Chart 5. Chart 6.
www.globalsmt.net Global SMT & Packaging – June 2009 – 19
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