Sequential recovery continues but component shortages loom
end Markets
• Global battery and fuel cell market Ashgill Electronics (Larkhall, Glasgow)
• Global PC shipments are expected
for portable products should grow launched its new flying probe testing
to grow at an estimated CAGR of
from US $46 billion in 2009 to almost service.
11% over the next five years from 287
US $64 billion in 2013.—NextGen Assel (Poland) added an Agilent/HP 3070i
million in 2008 to 432 million units in
Research series III.
2013.—IDC
• Worldwide microwave equipment
Asteel Douarnenez (France) liquidated its
• Cellular modem and router shipments
market is projected to grow from US
operations.
are on target to reach 46+ million in
$4.9 billion in 2008 to US $10.7
AsteelFlash appointed Vince Pradier to VP
2009.—ABI Research
billion in 2013.—Infonetics Research
supply chain for the U.S. and China.
• Mobile broadband cards are projected
• Worldwide Q2’09 personal navigation
Benchmark Electronics will close its
to become a US $8.4 billion market by
device shipments reached 8 million
Beaverton circuit board manufacturing
2013.—Infonetics Research
and are expected to reach 47 million
•
plant at the end of the year.
Worldwide mobile broadband
units in 2009.—Strategy Analytics
subscribers are expected to near 1
Celestica:
billion by 2013 (including phone
• laid off 260 employees Valencia, Spain.
eMs, oDM & related assembly
and PC based W-CDMA/HSPA,
• parent company Onex sold 11 million
activity
CDMA2000/EV-DO, and LTE
shares in Celestica but retained voting
ACW Technology invested £300k to set
subscribers).—Infonetics Research
control.
up the SBS (special business services)
• Global shipments of OLED main
Cencorp acquired Savcor Alfa and
manufacturing line in Southampton, UK.
handset displays will grow from 22.2
consolidated operations.
million in 2009 to 178 million units in
Compal is investing US$180 million to
Altrel opened a new 400 m2 production
2015.—iSuppli
establish a second notebook manufacturing
•
unit and moved its R&D department.
E-paper display market is forecasted to
site in Kunshan, China.
Applied Kilovolts added a Mydata MY15
grow from US $131 million in 2010 to
CTS became Thales’ global EMS partner.
pick-and-place machine in Worthing, West
US $1.17 billion in 2014.—IDTechEx
Delphi:
Sussex.
20091013
20091013
Taiwan/China Electronic Equipment Producers
Global Electronic Equipment Shipment Growth
Composite of 101 Manufacturers
NT$ (billions)
600
Taiwan/China
3/12 rate of growth in local currency
Europe
500
1.6
Japan
1.5
USA
0
400 1.4
1.3
300
1.2
200
1.1
1
100
2008/2007 up 8%
0.9
0.8
0
0.7
1 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9
Europe = Eurostat EU27 NACE C26 (computer, electronic & optical products)
02 03 04 05 06 07 08 09 0.6
CALENDAR YEAR
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 7 10
00 01 02 03 04 05 06 07 08 09
Taiwan listed companies, often with significant manufacturing in China
CALENDAR YEAR
Chart 3. Chart 4.
20091014 20091002
Personal Computer Unit Shipments
Global Semiconductor Shipments
World
3-Month Growth Rates on $ Basis
Units (Millions)
3/12 Rate of Change
100
1.6
1 8
6
2
3
10
1.4
80
5
4
9
1.2 7
11
60
1
40
0.8
20
0.6
0
0.4
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 3 4 1 2 3
159159159159159159159159159159159159159159159159159159159159159159159159159159
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
Gartner 10/09
Total $ Shipments from All Countries to an Area
Servers not included
SIA website: www.sia-online.org/
Chart 5. Chart 6.
www.globalsmt.net Global SMT & Packaging – October 2009 – 19
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