Global recovery looking more & more likely
2015 and US $7 billion by 2020.— Asteel laid-off 44 employees in • celebrated 30 year anniversary.
Displaybank Douarnenez, France. • is expanding its Milford, NH,
• EMEA semiconductor distribution
AU Optronics added a TV assembly line manufacturing facility by 75,000 SF.
sales declined 26.3% to €992 million
in China. Corvalent opened its new 24,000 SF
in 1Q’09.—DMASS
AVerMedia Technologies began headquarters in Cedar Park, Texas.
• RFID market to achieve 11% growth
construction of a NT $1.1 billion (US $33 CTS was awarded four production
in 2009-2010 despite depressed
million) TV tuner card factory in northern programs for electronic throttle control
economy.—ABI Research
•
accelerator pedal modules and a
Worldwide semiconductor industry
Taiwan.
revenue to fall 22.4% y/y to $198
Benchmark Electronics named CEO Cary production contract for a precision oven-
billion in 2009.—Gartner
Fu chairman of the board. controlled crystal oscillator.
Celestica’s former outsourcing director, Delta Group Electronics achieved
eMs, oDM & related assembly
Rajeev Thakur, was ordered to pay more ISO 13485 medical product assembly
activity
than $1 million in restitution for insider certification.
• Hungary is largest electronics
trading. Deutsche Mechatronics received a five-
manufacturing market in CEE with
Chemigraphic installed a second Juki SMT year manufacturing contract from Proton
60% market share. line.
Motor for fuel cell hybrid systems.
• Russian electronics manufacturing China Great Wall Computer and Algerian Eastern Europe had EMS revenues of US
market will grow from US $1.85
broadband network operator EEPAD are $10.0 billion in 2008 and is expected to
billion in 2008 to US $4.91 billion in
jointly investing US $4 million to set up a reach US $21.1 billion in 2013.—Frost &
2015.—Frost & Sullivan
manufacturing joint venture in Algeria. Sullivan
Applied Kilovolts added a MYDATA
CIL installed a DEK Horizon 02i screen EC moved its Romanian operations to a
MY15 pick-and-place machine in
printer. new 12,000 SF manufacturing plant in
Worthing, West Sussex.
Cirtronics: Petrasani, UK.
20090601 20090620
U.S. "Purchasing Managers" Index
Electronic Equipment Orders vs
Conference Board Composite Leading Indicator
DIFFUSION INDEX
64 3/12 RATE OF CHANGE
62
1.6
60
1.5
9-12 Month Lead El Equipment
58 CLI
3
56
1.4
54
1.3
52
50 1.2
48
1.1
46
44
EXPANSION
1
42
40
CONTRACTION
0.9
38
"The revised breakeven point for the overall economy is a PMI of 41.2 percent. A
0.8
CLI leads equipment
36
PMI over 41.2 percent indicates an expanding overall economy. A PMI below 41.2
34
percent indicates the overall economy is declining." 1/21/09
0.7
9-12 months
32
0.6
30
1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1
1 4 7 101 4 7 101 4 7101 4 7 101 4 7101 4 7 101 4 7101 4 7 101 4 7101 4 7101 4 7 101 4 7101 4 7 101 4 7101 4 7 101 4
94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09
Institute for Supply Management
CALENDAR YEAR
www.ism.ws/ Data: Dept of Commerce & Conference Board
www.conference-board.org/
Chart 3. Chart 4.
20090531 20090611
Global Semiconductor Shipments
Taiwan Wafer Foundry Composite vs Global
3-Month Growth Rates on $ Basis
Semiconductor Revenues
3/12 Rate of Change
NT$ billions World Chip Shipments US$ 3M Avg (relative)
1.6
70
1 8
23
Chip Foundries
2
3
6
10 60
1.4
5
21
4
9 50
1.2 7
19
11
40
17
1
30
15
0.8
20
13
0.6
10
Global Semiconductors
11
0.4
0 9
135 79111357 9111 357 91113 5791113 57911135 79111357 9111 357 91113 5791113 57911135 7911135
15915915915915915915915915915915915915915915915915915915915915915915915915915 98 99 00 01 02 03 04 05 06 07 08 09
84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09
CALENDAR YEAR
Total $ Shipments from All Countries to an Area
SIA website: www.sia-online.org/ 14 Taiwan Company Financial Releases & SIA
Chart 5. Chart 6.
www.globalsmt.net Global SMT & Packaging – June 2009 – 23
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