Looking forward—following a difficult 1H’09
• China’s electronic manufacturing camera maker for Sony. CIL installed a Takaya APT9401CE flying
industry increased 0.6% in H1 as Adeptron received: probe test station.
computer output increased 10.9%.— • US $2 million EMS contract for 3D Colonial Electronic Manufacturers
Ministry of Industry and Information interactive displays and entertainment achieved ISO 9001:2008 certification.
Technology systems.
Compal:
• US $1+ million EMS laboratory auto- • added multiple Teradyne TestStation
eMS & related assembly activity mation equipment contract.
LH in-circuit test systems.
EMS market grew 12% to $294 Billion in • US $3+ million EMS contract from • spent NT$10 billion (US $304 million)
2008.—Electronic Trend Publications major Aerospace & Defense original to become the second largest share-
IPC EMS Program Manager Training and
equipment manufacturer. holder of Chunghwa Picture Tube
Certification Program was completed by:
Altan Innovacion sold its facility in Spain (19.9% stake).
• Jason Roe, Erni Electronics Inc.
for 9 million euros. CTS established a liaison office near New
• Haresh Patel, M-Flex (Multi-Fineline Assel (Gdansk, Poland) established a Delhi, India.
Electronix Inc) new engineering support division for Delphi received court approval to sell its
• Vipul Shah, M-Flex (Multi-Fineline PCB layout design & redesign or design assets to its lenders and General Motors.
Electronix Inc) of existing products as well as product
Deswell sold its former manufacturing
• Tony Duval, Phoenix International administration.
facility in Shekou, Shenzhen, China for
Corp. Celestica:
$7.3 million.
• Dan Van Brunt, Phoenix International • launched a US$75-100 million restruc-
Elcoteq:
Corp. turing program including cutting 2,000
• sold its Tallinn, Estonia, manufactur-
• J. Chris Iverson, Raven Industries workers (6% total workforce).
ing operations to Ericsson.
• David Taylor, Syncro Corporation • La Pobla de Vallbona facility laid-off
• laid-off 166 employees in Tallinn.
• Deborah Smith, Teledyne Electronics 300.
• received 50 million euros ($71 million)
Manufacturing Services • shutting down its Mactan (Philippines)
investment from Shenzhen Kaifa
Ability Enterprise became an ODM digital facility.
20090821
20090821
Inventory/Sales Ratio
Global "Electronic Foodchain" Growth
Large Component Distributors, Semiconductor, EMS &
2Q'09 vs. 2Q'08
Quarterly Inventory/Sales ($) OEM Companies
0.85
Electronic Equipment -12
Military 4
0.80
Semiconductor
Preliminary estimate based upon incomplete 2Q'09 data
Business & Office -17
0.75
EMS
Instruments & Controls -23
OEM
0.70
Medical 5
Component Distrib
Telecom -28
0.65
Internet -17
0.60
Computer -7
0.55 Storage -13
Chips
0.50
SEMI Equip -39
0.45
Semiconductors (SIA) -20
0.40
Distr
Passive Components -18
0.35
Component Distrib -21
EMS
EMS-Large -22
0.30
OEM
EMS-Medium -25
0.25
ODM 3
0.20 PCB -20
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 3 4
PCB Process Equip -34
00 01 02 03 04 05 06 07 08 09
-50 -40 -30 -20 -10 0 10
CY
4 Component Distributor, 18 Semiconductor, 12 EMS and 60 OEM Company Composite % Change
US$ equivalent at fluctuating exchange; based upon industry composites including acquisitions
Chart 3. Chart 4.
20090816
Large EMS Providers
20090816
Large EMS Providers
Composite of 11 Public Companies Composite of 11 Public Companies
Revenue, Net Income & Inventory -28% Quarterly Revenue Growth
Guidance
US$ Billions @ fluctuating exchange Q3'09/Q3'08
40
-22%
% Growth (quarter vs same quarter in prior year)
60.0
30
40.0
20
20.0
10
0.0
0
-20.0
3Q'09/qQ'08
-10 Guidance
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 2 3 -28%
00 01 02 03 04 05 06 07 08 09
-40.0
Revenue 13 15 18 21 19 17 15 16 15 16 16 17 15 15 17 19 18 19 20 22 20 21 22 25 22 24 26 30 25 27 29 33 28 29 33 31 22 23 24 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
Income 0 -0 0 1 0 0 -0 0 -0 -0 -3 -0 0 -3 -0 0 0 0 0 -0 -1 0 1 1 0 1 1 1 1 1 -0 0 0 1 0 -7 -1 0 01 02 03 04 05 06 07 08 09
Inventory 7 9 12 13 13 12 10 9 8 7 7 7 7 7 7 7 8 8 8 8 8 8 9 9 10 12 13 12 13 12 13 12 12 13 13 11 9 8
Benchmark+Pemstar, Celestica, Elcoteq, Flextronics+Solectron, Foxconn, Jabil, Plexus, Sanmina-SCI,
Benchmark+Pemstar, Celestica, Elcoteq, Flextronics+Solectron, Foxconn, Jabil, Plexus, Sanmina-SCI, Sypris, Universal Scientific, Venture Mfg
Sypris, Universal Scientific, Venture Mfg
Chart 5. Chart 6.
www.globalsmt.net Global SMT & Packaging – September 2009 – 23
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