Sequential recovery continues but component shortages loom
• transferred a PCB production line out • Moroccan subsidiary, éolane Maroc Taiwan.
of its Brookhaven facility. named Laurent Guérin as production Foxconn/ Hon Hai:
• will close its Clinton, Mississippi, facil- manager and Samir Kasbaoui as quality • plans to invest NT $300 billion (US
ity by the end of the year. assurance manager. $9.17 billion) to build a low-carbon
Deswell sold its former Shekou, Shenzhen, • subsidiary Alane Tech received the ISO technology city.
China, manufacturing facility for US $7.3 14001 & OSHAS 18001 certification. • invested USD1.587 million in Wuxi
million. ERNI opened a new sales office in Xinguan Metal Science & Technology;
Dynamic EMS added a Universal Bangkok, Thailand. USD646,000 in Yantai Zhengyi Preci-
Instruments radial inserter and a Soltec Federal Electronics received Varian sion Electronics, USD19.03 million
Delta lead-free wave-soldering machine in Semiconductor Equipment’s Outstanding in Hongqisheng Precision Electronics
Dunfermline, Scotland. Supplier award. and USD10 million to set up new
EC installed a YESTech F1S automated Flextronics:
Chinese 3C and home appliances retail
PCB inspection AOI system. • and Better Place entered electric vehicle
company, Shanghai Anxingou Trade
Elcoteq: battery charging spot R&D collabora-
Company.
laid off 10 workers in Finland. tion.
• gave up marketing graphics cards under
• transferred its Cserkúton, Hungary, • former CEO Michael Marks was ap-
its own brand.
activities to its main production facility pointed to Virtual Instruments’ board
• invested in China-based Innovation
at Szilva u. in Pécs. of directors.
Works.
Elektromekan achieved ISO 13485
• sold its equity investment and note
• began using ARM chips in low-cost PC
medical devices standard certification.
receivable in Aricent for US $255
projects.
Enics Lohja appointed Mikko Lassas
million. Hansatech EMS appointed Tom Collett
general manager, Enics Finland Oy.
• Special Business Solutions Cork, business development manager.
Eolane:
Ireland, received ISO 13485 recertifica- Jabil:
• acquired Eryma subsidiary Martec.
tion. • merged and changed its focus to photo-
• formed a handset ODM team in voltaics at its San Marco Evangelista
20091017
20091018
Intel
Large EMS Providers
Revenue, Net Income & Inventory
Composite of 11 Public Companies
+23% Revenue, Net Income & Inventory
-8%
$ Billions
9.7-10.5
Guidance
12.0
10/13/09
US$ Billions @ fluctuating exchange Q4'09/Q4'08
"Intel's game-changing 32nm process technology will usher in another wave of innovation from new,
- 8%
powerful Intel® Xeon™ server platforms to high-performance Intel® Core™ processors to low-power
40
10.0
Intel® Atom™ processors." 10/13/09 Very preliminary 3Q'09 & 4Q'09 results & forecast based upon
-22%
partial company data and CCG estimates
8.0
30
6.0
20
4.0
10
2.0
0.0
0
-2.0
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
-10
00 01 02 03 04 05 06 07 08 09
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
Revenue 8.0 8.3 8.7 8.7 6.7 6.3 6.5 7.0 6.8 6.3 6.5 7.2 6.8 6.8 7.8 8.7 8.1 8.0 8.5 9.6 9.4 9.2 10.010.2 8.9 8.0 8.7 9.7 8.9 8.7 10.110.7 9.7 9.5 10.2 8.2 7.1 8.0 9.4 10.1
Income 2.7 3.1 2.5 2.2 0.5 0.2 0.1 0.5 0.9 0.4 0.7 1.0 0.9 0.9 1.7 2.2 1.7 1.8 1.9 2.1 2.2 2.0 2.0 2.5 1.3 0.9 1.3 1.5 1.6 1.3 1.9 2.3 1.4 1.6 2.0 0.2 0.6 -0.4 1.9 00 01 02 03 04 05 06 07 08 09
Inventory 1.3 1.4 1.6 1.9 2.2 2.4 2.1 2.0 2.2 2.3 2.2 2.3 2.2 2.2 2.2 2.5 2.8 3.2 3.2 2.6 2.8 2.7 2.8 3.1 3.6 4.3 4.5 4.3 4.4 4.1 3.5 3.4 3.3 3.3 3.4 3.7 3.0 2.8 2.5
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 26 28
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 1
CY
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 9 8
FY=CY INTC
Benchmark+Pemstar, Celestica, Elcoteq, Flextronics+Solectron, Foxconn, Jabil, Plexus, Sanmina-SCI,
Sypris, Universal Scientific, Venture Mfg
Chart 7. Chart 8.
20091004
20091018
Large EMS Providers 2008 World Rigid & Flex PCB Production by
Composite of 11 Public Companies Geographical Area
Quarterly Revenue Growth
(US$ M @ Average 2008 Exchange)
Japan
% Growth (quarter vs same quarter in prior year)
60.0
Europe
22.5%
Very preliminary estimate based upon incomplete 3Q'09 actual and 4Q'09 guidance
7.2%
40.0
N America
8.1%
0.7%
20.0
31.4%
7.0%
ROW
0.0
10.2%
China/HK
12.9%
Rest of Asia
-20.0
4Q'09/4Q'08
Guidance
S Korea
-8%
-40.0
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
01 02 03 04 05 06 07 08 09
Taiwan
Benchmark+Pemstar, Celestica, Elcoteq, Flextronics+Solectron, Foxconn, Jabil, Plexus, Sanmina-SCI,
Sypris, Universal Scientific, Venture Mfg IPC 9/2009
Total: $50.8 Billion
Chart 9. Chart 10.
20 – Global SMT & Packaging – October 2009
www.globalsmt.net
Page 1 |
Page 2 |
Page 3 |
Page 4 |
Page 5 |
Page 6 |
Page 7 |
Page 8 |
Page 9 |
Page 10 |
Page 11 |
Page 12 |
Page 13 |
Page 14 |
Page 15 |
Page 16 |
Page 17 |
Page 18 |
Page 19 |
Page 20 |
Page 21 |
Page 22 |
Page 23 |
Page 24 |
Page 25 |
Page 26 |
Page 27 |
Page 28 |
Page 29 |
Page 30 |
Page 31 |
Page 32 |
Page 33 |
Page 34 |
Page 35 |
Page 36 |
Page 37 |
Page 38 |
Page 39 |
Page 40 |
Page 41 |
Page 42 |
Page 43 |
Page 44 |
Page 45 |
Page 46 |
Page 47 |
Page 48 |
Page 49 |
Page 50 |
Page 51 |
Page 52 |
Page 53 |
Page 54 |
Page 55 |
Page 56