Holiday wishes for a “normal” 2011 20101112
Global Semiconductor Shipments 3-Month Growth Rates on $ Basis
1.2 1.4 1.6
0.4 0.6 0.8 1
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 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 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 10
Total $ Shipments from All Countries to an Area SIA website:
www.sia-online.org/
Chart 7. 20101112 20101117 Global "Purchasing Managers" Index
32 34 36 38 40 42 44 46 48 50 52 54 56 58
DIFFUSION INDEX 60 50 EXPANSION CONTRACTION 40 30 20 10 0
JPMorgan 1 2 3 4 5 6 7 8 9 101112 1 2 3 4 5 6 7 8 9 101112 1 2 3 4 5 6 7 8 9 101112 1 2 3 4 5 6 7 8 9 1011
07 08 09 10
Global "Electronic Foodchain" Outlook 2011 vs 2010
Combined GDP Electronic Equipment Rigid & Flex PCBs Semiconductors Semi Capital Spending
-2 Chart 9.
and salaried employees in Kentwood, Michigan. Cencorp appointed Henrikki Pantsar as R&D director. Compal Electronics is investing US$500 million to build a laptop facility in Chengdu, China in April 2011. Computrol purchased an Essemtec Tucano in-line screen printer. CTS EMS is adding 30,000 SF in Ayutthaya, Thailand, to expand its value add services, providing complex box build and high level mechanical assembly. Datest installed new dual-sided SPEA 4060 flying probe system in Fremont, California. Dell will close its 750,000 SF facility in Winston-Salem, North Carolina. DSM Computer is expanding its production capacity in Munich, Germany. Elcoteq: • appointed Olli-Pekka Vanhanen VP, business control and accounting, and member of the management team.
Chart 10.
processes outsourcing contract from Sarantel.
Elite ES is moving its U.S. headquarters to 50,000 SF building in the Walter Brown II industrial park and is investing $2.5 million in upgrades. EN ElectronicNetwork Hersfeld GmbH passed ISO/TS 16949 (automotive) and DIN EN ISO 13485 (medical) recertification audits. Enics added 100 temporary workers in Estonia. Èolane acquired 85% of Assiopôle. Express Manufacturing introduced package on package assembly packaging technology that vertically stacks a discrete controller and memory BGA components. Flextronics: • will hire 12,000+ engineering and manufacturing employees for its new Flextronics Computing facility in Wu- zhong, China.
• received assembly, test and supply chain
• Medical opened a dedicated 180,000 SF facility in Senai, Johor, Malaysia.
facility in Delhi, India.
• opened a 1 million SF computing facil- ity in Wuzhong, its fourth in China.
• partnered with ASSET® InterTech to accelerate the adoption of the new
IEEE P1687 Internal JTAG standard.
Foxconn: • spent NT$825 million to acquire 33 million shares in Chi Lin Technology.
• postponed building of a new mobile phone plant in Vietnam until 2011.
• will invest US$261 million to set up two new subsidiaries and add invest- ment in five existing subsidiaries in China.
• will build a $2 billion LCD plant in Chengdu, China.
• had 500 workers in Tamil Nadu ar- rested for attending a strike.
• Global Services opened a 240,000 SF facility in Milan, Italy, and a 20,000 SF
24 – Global SMT & Packaging – Celebrating 10 Years – December 2010
Gargnäs Production Link changed its name to PanLink AB. Hanza recruited Thomas Lindström as sales & marketing manager.
www.globalsmt.net 0 3 Henderson Ventures Henderson Ventures
Custer Consulting Group
SIA 6 6 Gartner 2 4 6 % Change 8 10 10 12 7
3/12 Rate of Change 1
2 3 5 4 7 9 11 12 6 8 10 13
0.5 0.7 0.9 1.1 1.3 1.5
20101112
World Global PMI, Electronic Equipment, PCB & Semiconductor Shipments
3/12 rate of change
Converted @ Constant 2008 Exchange Rates PCB
"0" Growth El Equip Global PMI SIA
3 6 9123 6 9123 6 9123 6 9123 6 9123 6 9123 6 9123 6 9123 6 9123 6 9123 6 9 00
01 02 03 Source: Custer Consulting Group Chart 8. 04 05 06 CALENDAR YEAR 07 08 09 10
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