2011 visibility improves 20110110 GDP Growth
Constant $ Growth Rates Converted @ Constant Exchange Rates 2009 2010 2011
World USA EU
Japan
-1.8 -2.6 -4.2 -5.2
Four Tigers -0.8 China
9.1
Henderson Ventures 1/2011
www.hendersonventures.com
Chart 7.
Compal: • and Sitronix Technology set up joint venture IC design house to develop and manufacture power management ICs for tablet PCs.
• invested NT$2 billion (US$68 million) in its subsidiary Henghao Technology.
Connect Group received an assembly contract for 1000 smart grid charging points for electric vehicles from eNovates. ControlTek added a SPEA 4040 flying probe system. CT Production
added one piece of
Marantz iSpector AOI equipment. Delta Group Electronics earned NADCAP certification for its circuit card assemblies. Elbit Systems received a $16 million contract from the Polish Ministry of National Defense to supply mobile multi- sensor monitoring and surveillance systems. EN ElectronicNetwork acquired Görmiller Electronic’s site in Schwandorf, Germany. Fabrinet joined the Electronic Industry Citizenship Coalition as
an applicant
member. FlexMedical plans to close down its newly purchased manufacturing unit in L’Islet, Canada and transfer manufacturing to Mexico in late summer 2011. Flextronics: • began producing solar panels for SunEdison in Ontario.
• joined the Association of Gaming Equipment Manufacturers.
Foxconn/ Hon Hai: • will hire more than 140,000 workers in Zhengzhou City, China, in 2011.
• named the exclusive maker of the iPad 2.
• Is investing US$116 million to expand iPhone capacity in Zhengzhou, China. installing 52 more iPad produc-
• Is
tion lines to expand capacity from 20 million units to 100 million units in
22 – Global SMT & Packaging – February 2011
Combined GDP Electronic Equipment Rigid & Flex PCBs Semiconductors Semi Capital Spending
-5
Henderson Ventures
4 Henderson Ventures
Custer Consulting Group
Henderson Ventures 7 8 -4 9
• received OEM orders for smartphones and tablets from Vizio.
Chengdu.
• separated the small to medium-size portion of the business from Chimei Innolux into ten different business units.
• allocated more than NT$50 billion for R&D in 2011.
• will build new manufacturing and product development facilities in Changsha and Hengyang China.
• set up a US$15 million offshore venture capital fund to invest in healthcare and biotechnology companies.
• sold NT$6 billion of 5-year bonds at 1.43%.
• Newark, NY facility was chosen as one 20110110
IEC Electronics: • acquired Southern California Braiding Company.
3.9 2.9 1.7 4.0 6.5 9.9
3.5 3.2 1.4 1.3 3.8 8.9
2012 3.9
3.1 2.0 1.5 4.5 8.5
2013 4.0
2.9 2.1 1.7 4.6 8.3
20110110
Electronic Equipment Production Growth Current $ Growth Rates Converted @ Constant Exchange Rates
World USA
W Europe Japan
-10.6 -8.5
-18.0 -24.1
Four Tigers -8.3 China
-5.2
Henderson Ventures 1/2011
www.hendersonventures.com
Chart 8.
• received an additional $7.4+ million military and defense order.
of IndustryWeek Magazine’s 2010 Top 10 Best Plants in North America.
Incap India appointed K.R. Vasantha as managing director of Incap Contract Manufacturing Services. Jabil Circuit: • is hiring 800 workers for its plant in Tiszaújváros, Hungary.
JJS Electronics added a Takaya APT-9411 flying probe system. KEYW received a
$6,000,000
2009 2010 2011 2012 2013 17.4
8.6 8.9 9.5
15.8
8.8 5.0 3.7 6.3 8.7
7.9 3.7 4.2 3.6 8.3
8.2 4.3 4.8 4.7 8.1
32.2 14.4 12.1 11.6
• will eliminate 1,500 jobs in Kwidzyn, Poland, by March 2011.
contract
for assembly and test of high density specialized PCBs. Krypton Solutions added additional MYDATA’s SX14 and DX10 series manufacturing equipment in Plano, Texas.
Global "Electronic Foodchain" Outlook 2011 vs 2010
Gartner 0 % Change Chart 9.
www.globalsmt.net 5 10
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