Global recovery looking more & more likely
EMS sector’s M&A activities declined Kaohsiung Software Park (Taiwan). by October.
in 1Q’09 to six transactions.—Lincoln • delayed its final $45 million investment Plexus:
International
in its new Juarez, Mexico facility. • received a contract from QIAGEN to
Elcoteq:
• affiliate Advanced Optoelectronic develop a next generation automated
• Beijing obtained satellite television
Technology (AOT) withdrew an screening system for the pre-processing
reception equipment manufacturing
application to list on the local emerging of human papillomavirus DNA
license from Ministry of Commerce of
stock market after profit failed to reach samples.
China.
listing requirements. • pushed back occupancy for its global
• renewed its membership in the
• Quellan entered a low power active headquarters in Neenah, Wisconsin to
Kempen/SNS Smaller SRI (Socially
interconnect strategic alliance for
summer 2010.
Responsible Investment) Europe Index.
consumer, desktop and data center
Quanta and Pou Chen Group jv, Techview
Enics:
markets.
International relocated its LCD factory in
• became a preferred supplier for
Globetronics plans to invest RM30 million
Huangjiang, China to Changshu.
Danfoss.
in CAPEX and hire 400 people in 2009.
S and Y Industries purchased 12,000 SF of
• terminated 101 workers in Finland. Incap completed construction of its new
additional space to expand engineering and
• plans to close its Vaasa operations in building in Tumkur, India.
manufacturing activities.
2009. Jabil will establish a €16 million
Samsung moved its flat screen TV
Exception EMS laid-off 50 employees in production center for solar panels in
manufacturing from Slovakia to Hungary.
Calne, UK. Kwidzyn, Poland.
Sanmina-SCI:
Flextronics: Kimball Electronics:
• cut 155 workers in Haukipudas,
• partnered with Freescale • Jasper, Indiana facility received 3-year
Finland.
Semiconductor on a reference design manufacturing contract for automotive
• Newark, California, facility received
for the Enterprise WLAN access point Bluetooth hands-free radio devices.
AS9100 aerospace certification.
market. • received a lead-free automotive order
Scanfil EMS cut 31 workers and transferred
• installed RedPrairie’s warehouse from Eldor.
part of electronics production in Sievi to
management and transportation
Kitron cut 120 workers in Norway.
Parnu, Estonia.
management systems across its global
LG Electronics closed its mobile handset
network of facilities.
Seidel Electronics laid-off 48 workers in
manufacturing facility in Mexico and
• received a manufacturing contract from
Deutschlandsberg, Austria.
transferred production to Brazil.
Oerlikon for thin-film PV equipment.
Sibex Electronics began construction of its
•
LST électronique entered liquidation.
became a global manufacturing
52,500 SF contract manufacturing facility
partner for Enphase Energy for solar
Microdis Poland added a fully-automated
in Homosassa, Florida.
microinverter systems.
Schleuniger CrimpCentre 63 at its harness
SiMS added a JUKI FX-3 high-speed chip
Foxconn/Hon Hai:
production facility in Suchy Dwór.
shooter.
• increased staff in 1Q by 5% (25,000
Mikroelektronika installed a PillarHouse
Soyo filed Chapter 7 bankruptcy
workers).
Orissa 600 fully automated selective
protection.
• plans to transform itself into an IDM
soldering line.
Sparton:
(Integrated Device Manufacturer) in
NexLogic Technologies installed a MyData
• appointed Drew Richmond deputy
5-10 years.
MY15, Fuji XPF and a Speedline MPM125
general director of Spartronics
• Chairman Terry Guo is investing 30 stencil printer. Vietnam.
billion Yuan (US $4.4 billion) to build PartnerTech received a manufacturing • closed its Jackson, Michigan, plant
an optoelectronics business industrial
contract for Hydra ink supply system from and transferred work to Vietnam and
park in Xiamen, China.
Xaar. Brooksville, Fl.
• is spending NT $1.9 billion (US $ 58
PKC laid-off 87 workers in Kempele. Stadium Electronics appointed Tony
million) to build a R&D center in the
Finland and expects to cut an additional 41 Inskip sales director for its EMS business.
20090605 20090616
Worldwide Semiconductor Market by Geography
Worldwide Semiconductor Capital Spending
WSTS Forecast
$ Billions
300.0 $ Billions
-21.6% 70.0
+7.3% 63.4
247.7
255.6
248.6 60.0
250.0
227.4 227.5
60.0
-30.5%
204.4
213.1
209.0
194.8
50.0
200.0
-44.8% +20.9
47.3
44.0
%
166.3
39.5
42.1
40.0
149.4
150.0
138.9 140.8
29.4
30.0
24.3
100.0 20.0
10.0
50.0
0.0
2006 2007 2008 2009 2010 2011 2012 2013
0.0
Other Capital Spending 17.9 18.7 13.4 7.7 7.9 10.0 12.6 12.4
1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011
Asia Pacific 37.2 51.3 39.8 51.2 62.8 88.8 103.5 116.5 123.5 124.0 99.5 107.6 117.8
Automated Test Equip 4.1 3.6 2.4 1.7 2.2 3.0 3.2 2.6
Japan 32.8 46.7 33.1 30.5 38.9 45.8 44.1 46.4 48.8 48.5 34.7 37.0 40.0 Packaging & Assembly Equip 5.4 5.2 4.0 2.1 3.0 4.0 4.5 3.6
Europe 31.9 42.3 30.2 27.8 32.3 39.4 39.1 39.9 41.0 38.2 28.3 30.1 32.6 Wafer Fab Equip 32.5 36.0 24.2 12.8 16.2 22.4 27.0 23.6
N. America 47.5 64.1 35.8 31.3 32.3 39.1 40.7 44.9 42.3 37.9 32.3 34.2 37.1
WSTS 6/2009
Gartner 6/2009
Chart 7. Chart 8.
24 – Global SMT & Packaging – June 2009
www.globalsmt.net
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