Looking forward—following a difficult 1H’09
• Technology. bonuses to employees in China. tract from Zebra Technologies.
• entered EMS agreement with Reinke Hansatech EMS installed an Epicor ERP Key Tronic appointed president and CEO
Manufacturing (Deshler, Nebraska) for system in Poole (UK). Craig Gates to its board of directors.
electronic devices used in irrigation
Herald Electronics purchased a high- Kopos Kolín opened a new production
systems.
capacity MY19e pick & place machine and facility and warehouse in Kolín, Czech
First International Computer closed its a MY500 solder jet printer from MYDATA. Republic.
Everex US subsidiary.
LaBarge received a $6.1 million electronic
Flextronics: IBM lost its bid to ban U.S. imports of assembly contract from BAE Systems
• added 1,000 employees in Juaréz, computer motherboards and graphics cards for the DDG 1000 Zumwalt Destroyer
Mexico. made by Asustek Computer. program.
• Laid-off 664 in Tczew (Poland).
IEC Electronics received ISO13485 quality Multek entered a touch panel strategic
• opened a notebook R&D facility in
certification for its Newark EMS operation alliance with Sensitive Object.
Banciao, Taiwan, which will add 1,500
and its wire and cable operation in Victor, PKC Group laid-off 60 workers in Raahe,
engineers by year end.
NY. Finland.
Foxconn:
Intercole Sub-Contract Services installed Quanta Computer invested US$25 million
• is developing a laptop PC manufactur-
Blundell System 1000 bench-mounted to extend its R&D partnership with
ing hub in Chongqing, China.
printed circuit board cleaning machine. MIT’s Computer Science and Artificial
• China worker committed suicide over
Jabil Circuit: Intelligence Laboratory for a second 5-year
missing iPhone; suicide victim’s parents
• added 600-700 workers in Tiszaujvaros, term (2010-2015).
received 360,000 yuan (US $52,600)
Hungary. Sanmina-SCI Shenzhen enclosure facility
compensation, plus 30,000 yuan (US
• began manufacturing LCD TVs for received AS9100 Aerospace certification.
$4,385) annually.
Sony in Tver, Russia, adding 4,000
Scanfil EMS laid-off 70 in Sievi, Finland.
• formed in-house committee for devel-
workers by year end.
Shuttle is closing its Taoyuan, Taiwan, PC
opment of in-car electronics devices.
• received a printer manufacturing con-
•
manufacturing plant and completely
set up special account to offer stock
20090821
Medium Size EMS Providers
20090713
Large ODM Companies
Composite of 10 Public Companies Composite of 10 Public Manufacturers
Revenue, Net Income & Inventory Quarterly Revenue Growth
$M
1000
-25% % Growth in NT$ (quarter vs same quarter in prior year)
Estimated 2Q'09 sales based upon actual & estimated data 80
800
600
60
400
40
200
20
0
0
-200
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
00 01 02 03 04 05 06 07 08 09
-20
Revenue 463 500 530 554 466 442 435 459 408 416 406 431 432 498 450 497 503 600 625 651 674 708 736 785 754 794 801 809 756 783 791 778 769 782 756 718 594 584
Income 30 30 28 30 0 -20 7 -32 11 8 17 16 21 27 21 27 22 101 38 -28 30 28 38 32 32 41 27 13 23 53 33 25 44 25 16 -129 -40 -5 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 4 1 2
Inventory 283 304 324 332 331 291 280 255 241 240 246 247 265 242 246 251 284 327 345 332 353 388 377 364 373 394 417 401 432 435 434 432 462 457 466 404 371 327 99 00 01 02 03 04 05 06 07 08 09
CTS, Keytronic, LaBarge, NamTai, Nortec, Raven, Sigmatron, Sparton, Sypris, Winland
Asustek Computer, Compal Electronics, Foxconn, Innolux Display, Inventec, Inventec Appliance, Lite
On Technology, Mitac International, Quanta Computer, Wistron
Chart 7. Chart 8.
20090821 20090802
World Electronic Equipment, PCB & Total Semiconductor Shipments to an Area
Semiconductor Shipments
Monthly Shipments - Reporting Firms
Converted @ Constant 2006 Exchange Rates
$B
3/12 rate of change
15
Japan
1.5
PCB "0" Growth SIA El Equip
N America
Europe SE
Asia Pac Asia
1.3
10
1.1
0.9
5
0.7
0.5
3 6 9 12 3 6 9 12 3 6 9 12 3 6 9 12 3 6 9 12 3 6 9 12 3 6 9 12 3 6 9 12 3 6 9 12 3 6
0
00 01 02 03 04 05 06 07 08 09
1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5
CALENDAR YEAR
95 96 97 98 99 00 01 02 03 04 05 06 07 08 09
Source: Custer Consulting Group
SIA website:
www.sia-online.org/
Chart 9. Chart 10.
24 – Global SMT & Packaging – September 2009
www.globalsmt.net
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