Seasonal upturn imminent but soft demand through 2009
2008 because of a deteriorating external $755 million). – PIDA iCalne, Wiltshire.
environment and tighter domestic policies Worldwide market for chemicals and Flextronics received manufacturing
– Renmin University of China and Donghai materials for semiconductor manufacturing contracts from
Securities. grew 24.8% in 2007 to US$18.8 billion • Optical Edge systems for BTI
Vietnam’s electronics production is and is projected to grow another 8.7% in Systems’ packets.
expected to reach US $5-6 billion by 2010. 2008 and continue to US$28.4 billion in • HP for notebook computers.
Its main products are printers, computer 2010. – The Information Network • Carmanah Technologies for solar
and mobile phone parts and printed Worldwide semiconductor fabless technology products.
circuit boards. revenue increased 16% Y/Y to $13.4 billion Flextronics and Solectron applied
World copper use is expected to grow in 1Q’08. – Global Semiconductor Alliance for relief from Canadian provincial
2% Y/Y to 18.6 million metric tons in 2008 Worldwide silicon wafer revenue totaled reporting obligations.
and by 5% to 19.5 million metric tons in US $12.5 billion in 2007, 22.5% higher Foxconn Hon Hai
2009 – International Copper Study Group than 2006 revenue of US $10.2 billion. • expects to see its profitability fall
Chemical companies, including BASF, – Gartner amid fierce global competition and
Sumitomo Chemical, Merck Chemical and rising costs.
Henkel, have moved into the $300 billion Electronic manufacturing services & • moved three plants back to Taiwan
printed electronics market. related assembly activity from mainland China to curtail rising
EU cleared TBBPA for use in electrical Benchmark Electronics entered a labor costs.
equipment. manufacturing partnership with iRobot. • was ranked ‘Exporter of the Year’ in the
China’s automobile production grew Catalyst Manufacturing Services acquired Czech Republic in 2007.
22.6% Y/Y to 9 million units in 2007. certain assets of New York based EMS • Mexico and Yantai, China, plants
– CCID Consulting provider RAMP Industries. increased supply of computers to Dell
Flexible display market is expected to Celestica • was named an Apple iPhone 3G supplier.
reach $2.8 billion by 2013, a 35-times • received the 2008 100 award from CIO • chairman Terry Gou donated NT$300
expansion from about $80 million in 2007. Magazine for exemplifying the highest million for Taipei’s pavilion at
– iSuppli level of operational and strategic World Expo.
Taiwan’s LCD panel makers are expected excellence in IT. Hanzas Elektronika appointed Alvis
to invest over NT $800 billion (US $26.4 • recognized KEMET with 2007 Total Vagulis managing director.
billion) over the next five years to build Cost of Ownership Supplier Award. HI-Elektronik declared insolvency.
next-generation fabs. – Contrel Technology Compal Houstech, a family-owned assembly
Worldwide optoelectronics market • named ex-Dell exec John Medica as facility in Dallas, Texas, was sold to private
is worth $17 billion in 1Q’08, with the vice-chairman. investor Mike Dennis.
potential to reach US $31 billion by 2013. • received a manufacturing contract for IEC completed its acquisition of Val-U-Tech.
– Databeans LCD TVs from Toshiba. Jabil
World solid state drive revenues were Efore Group’s executive VP of sales • was offered $35 million in grants
$400 million in 2007 and are expected to and marketing, Tuomo Rekilä, left and tax breaks from the local
grow at a 70% CAGR through 2012. the company. government to keep its headquarters
– IDC Elcoteq canceled the sale of its St and manufacturing operations in
Global production of photovoltaic cells Petersburg, Russia, unit to Flextronics after St. Petersburg, Florida.
is expected to increase from 3.5 gigawatts failing to receive regulatory approval. • began production of PocketFinder
(GW) in 2007 to 12 GW by 2010. EPIC Technologies appointed Bhawnesh products for Location Based
– iSuppli Mathur CEO. Technologies in Le Mans, France.
Global LED street lamp sales will be Exception adopted LEAN manufacturing • installed Seratel’s Reel aMounts
460,000 units in 2008 (market value of US to improve competitiveness at component counting system globally.
20080702
20080710
N. American Semiconductors to N. America
Worldwide Semiconductor Capital Spending
vs. U.S Electronic Equipment
Total $ Shipments
3/12 Rate of Change
1.6
$ Billions
70.0
63.4
60.0
62.6
-22.4%
60.6
60.0 56.7
1.4 52.9
49.2
50.0
1.2
40.0
1
30.0
20.0
0.8
Semiconductors
10.0
Eq Ship
0.6
0.0
2006 2007 2008 2009 2010 2011 2012
Other Capital Spending 17.9 18.6 13.7 14.0 15.7 14.8 14.6
0.4
Automated Test Equip 4.1 3.6 2.8 3.3 3.8 3.3 3.9
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 9111 3 5 7 9111 3 5
Packaging & Assembly Equip 5.4 5.2 4.4 4.8 5.7 5.1 6.0
99 00 01 02 03 04 05 06 07 08
Wafer Fab Equip 32.5 36.0 28.3 30.9 37.3 33.5 36.2
Total $ Semiconductor Shipments from All Countries to N. America
www.sia-online.org/
U.S. Electronic Equipment Shipments
www.census.gov/indicator/www/m3/ Gartner 7/2008
Chart 9. Chart 10.
32 – Global SMT & Packaging - August 2008
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 |
Page 57 |
Page 58 |
Page 59 |
Page 60 |
Page 61 |
Page 62 |
Page 63 |
Page 64 |
Page 65 |
Page 66 |
Page 67 |
Page 68