SE Asian upturn, softness in Europe—No major disasters on horizon
• Worldwide sales of mobile phones are expected to grow 10% Y/Y to yuan per kilowatt-hour).
were almost 305 million units in US$700 billion in 2008.—CEA • Euro-zone factory orders fell 7.4% Y/Y
2Q’08 (Charts 9 & 10), an 11.8% in- • Global TV shipments increased 11% in June, after falling 4.4% in May.—
crease over the second quarter of 2007, Y/Y to 47.5M units in Q2’08.—Display- Eurostat
according to Gartner. “The economic Search • The U.S. SEC issued a plan to move to
environment continued to negatively • Worldwide mobile device sales in- international accounting standards.
impact mobile phones sales in both creased 12% Y/Y to 304.7 million in • Asia’s CEM market is projected to
mature and emerging markets,” said 2Q’08.—Gartner grow from US$121.5 billion in 2006 to
Gartner. Mobile phone sales are on • Personal navigation device market is ex- US$281.8 billion in 2011.—In-Stat
pace to grow 11% to 1.28 billion units pected to grow from roughly 60 million • Electronic components
in 2008. units worldwide in 2008 to 110 million • Gartner lowered its 2008 and 2009
• China’s handset production is projected units in 2012.—Gartner semiconductor forecasts based upon
to increase from 550 million units in • Worldwide spending on informa- macroeconomic trends, the collapse of
2007 to 605 million units in 2008.— tion technology products and ser- the NAND flash memory market and
CCID Consulting vices should rise 8% in 2008 to $3.4 slowing revenue growth from Taiwan
• Worldwide mini-notebook shipments trillion.—Gartner Semiconductor Manufacturing. It now
are forecast to grow from 5 million • Vietnam workers have been striking for projects total 2008 semiconductor
units in 2008 to 50 million in 2012.— higher salaries after inflation surged revenue to be $285 billion, up 4.2%
Gartner 27% Y/Y in July. over 2007. Gartner lowered its 2009
• Worldwide server shipments rose 12% • China’s July PPI increased 10% (the revenue projection to $308 billion, up
Y/Y in 2Q’08 to 2.3 million units; highest rate since 1996) as a result of 7.8% from 2008.
sales rose 5.7% to $13.8 billion.— higher costs for energy and raw materi- • DMASS reported flat electronic com-
Gartner als. China raised wholesale electricity ponent shipments across Europe when
• Worldwide consumer electronics sales prices by an average of 5% (or 0.02
Continued on page 50
20080827 20080827
World Cellular Phone Unit Sales by Vendor
Mobile Phone Unit Shipments
2Q'08
World
Units (Millions)
350
Holiday
+12%
Nokia Seasonality
39.5%
Others 300
19.0%
250
200
150
SonyEricsson
7.5%
100
LG Electronics
50
Samsung
8.8%
15.2% Motorola
10.0%
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
00 01 02 03 04 05 06 07 08
Gartner 8/08
Total: 305 Million Units
Gartner DataQuest 8/2008
Chart 9. Chart 10.
20080813 20080813
DMASS
DMASS
European Semiconductor Distribution Industry
European Semiconductor Distribution Industry
Euros (millions)
1800
Euros (millions)
600
1600
1480
1380
1400
1400
1340
1370 1372
1310
1340
1270
500
1200
1220 1210
1200
1170 1185
1121
1153 439 Germany 437
1093
1130
1027
1060
Italy
983 967 393
1000 400
385
UK
800
France Russia +23%
Baltaic States +24.9%
600
300
E Europe
Other
E Europe +11%
400
200
182
174
200
133
117
0
105
116
111
117
1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2
100
03 04 05 06 07 08
Other 346 331 983 693 403 422 418 377 392 391 376 406 461 481 475 462 513 503 487 467 497 502
France 116 103 122 125 118 118 124 116 105 107 133 130 118 113 129 117 107 102 114 111
0
UK 157 144 149 154 154 133 137 138 138 140 149 158 154 142 146 133 127 109 117 116
2Q 2Q
Italy 161 152 158 171 138 140 175 166 131 144 198 193 159 160 201 182 155 152 183 174
Germany 342 297 274 368 348 342 292 357 342 343 333 439 438 434 393 491 435 434 380 461 437
07 08
http://dmass.com/
DMASS 8/2008 http://dmass.com/
Chart 11. Chart 12.
30 – Global SMT & Packaging – September 2008 www.globalsmt.net
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