Sober outlook . . . not a big surprise
decreases 9.1% to 47.7 million units AdoptSMT Group named Barry Clark contract from Toshiba for 1.5 million
and W Europe declines 1.5% to 188 managing director for AlternativeSMT UK LCDs.
million units.—Gartner Operations. Creation Technologies acquired Circuit
• Global cell phone market should grow Advanced Assembly received ISO Service (Wheeling, IL) and its subsidiary,
at much slower-than-expected rates 9001:2000 certification from Underwriters Changzhou CSI, Changzhou, China.
next year as consumers put off buying Laboratories. Dell will sell its factories and outsource
new devices due to lengthening phone Amtran and LGD set up JV in China for production to cut costs.
replacement cycles and weakening LCM production and LCD TV assembly. Dynamic-EMS received OHSAS 18001
economies around the world for their Altron purchased an Agilent Medalist and ISO14001 registration from QMS
weaker sales estimates.—Reuters sj5000 AOI system. for its health, safety and environmental
• World smartphone sales increased AU Optronics and Qisda formed a policies.
15.7% Y/Y to 32.2 million units in NT$200 million LCD-TV assembly JV. Elcoteq:
2Q’08; N America grew 78.7% Y/Y., Avalon Technologies formed Avalon • acquired Philips’ flat panel TV manu-
Europe, Middle East and Africa grew Technologies & Services, an Arumbakkam, facturing operation in Juarez, Mexico.
21%, W Europe rose 29.3% while India, EMS company. • terminated its sale of its St. Petersburg,
Asian/Pacific sales fell 4.8% and Japan Axiom Electronics hired Dr. Keya Bhat- Russia LCD TV assembly plant to
fell 24%.—Gartner tacharyya as Six Sigma manager. Flextronics.
• Mini-notebook sales will reach 50 mil- Carat Electronics added a second auto- Eltech added a Vitronics Soltec Delta 3
lion units by 2012.—Gartner mated line with a capacity of 10-12,000 wave soldering system.
• Taiwan’s notebook PC shipments grew PCBs/ hr. Enics AG cut 186 jobs in Vantaa, Finland.
42% Y/Y to 27.99 M units in Q2’08.— Catalyst Manufacturing Services: Flextronics:
IDC Taiwan • achieved ISO-13485:2003 medical • leased a 155,520 SF building in
• Taiwan supplied 25.33 million units certification at Endicott, New York. Morgan Hill, CA, to manufacture solar
(over 90%) of the world’s NB PCs in • opened 80,000 SF Tijuana, Mexico panel parts.
2Q’08.—IDC facility with two SMT lines and 60,000 • expanded its Memphis Distribution
• World external disk storage system SF of manufacturing space. Center by an additional 214,320 SF to
revenue grew 16.7% Y/Y to $5.08 bil- • purchased AOI and AXI inspection a total of 414,504 total of SF.
lion in 2Q’08 with shipments reaching solutions from YESTech for Endicott, • added a Fuji QP 242E machine with
1,777 petabytes of capacity.—IDC NY; Morrisville, NC, and Tijuana, 6 special placement modules to its
• World shipments of ultra-mobile Mexico. Timisoara, Romania plant.
devices are expected to grow from 10 Cheng Uei Precision received Motorola • laid off 60 workers in Houston, Texas.
million units in 2008 to 200 million in ODM handset orders. • former CFO and president, Systems
2013.—ABI Research Chi Mei Optoelectronics and TPV Tech- Group, Robert Dykes was appointed
• Cellular modem sales will top US$22 nology formed a LCD-TV assembly JV with CFO of VeriFone.
billion by 2013.—ABI Research facilities in Hubei and Sichuan Provinces, Foxconn:
• China is expected to require certifica- China. • filed suit against Molex regarding
tion of information security products Compal: alleged business torts and anti-competi-
(including LAN cards and switching • Communications appointed Stephen tive behavior.
hubs, VPNs, routers and intelligent Chen president. • purchased 120 sets of machinery and
cards). • cut its annual notebook shipment equipment from Sony Manufacturing
goal to 29 million units due to weak Systems for US$17.63 million.
electronic manufacturing services & European & US demand. • Received outsourcing contract from
related assembly activity • Electronics received outsourcing Dot Hill for manufacturing, assembly
20081013 20081012
Global Electronic Equipment Shipment Growth
Electronic Equipment Production Growth
Current $ Growth Rates Converted @ Constant 2007 Exchange Rates
Taiwan/China
3/12 rate of growth in local currency
Europe 2006 2007 2008 2009 2010
1.6
Japan World 10.1 8.1 4.1 1.8 7.7
1.5
USA
0
1.4
USA 7.5 0.9 1.4 -0.3 5.8
1.3
1.2
W Europe 0.7 -0.1 0.5 -2.9 4.2
1.1
1 Japan 3.9 0.2 -3.1 -3.8 5.3
0.9
0.8 Four Tigers 10.6 7.6 4.8 1.8 6.2
0.7
0.6 China 20.7 21.2 8.6 7.1 11.6
1 4 7 10 1 4 7 10 1 4 7 10 1 4 7 10 1 4 7 10 1 4 7 10 1 4 7 10 1 4 7 10 1 4 7 10
00 01 02 03 04 05 06 07 08
CALENDAR YEAR
Henderson Ventures 10/2008
www.hendersonventures.com
Chart 3. Chart 4.
www.globalsmt.net Global SMT & Packaging – November 2008 – 25
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