Sober outlook . . . not a big surprise
• and test services. incentive package. lion weapon control system order from
• will move its Acer PC assembly plant • started pilot production of the Pocket- Kongsberg Defence & Aerospace.
from Czech Republic to Szekesfeher- Finder personal locator at its facility in LACROIX Electronique SAS (EMS divi-
var, Hungary. France. sion of Lacroix Group) acquired Tharsys, a
• is expected to manufacture more than Jacket Micro Devices named Rick Clancy subsidiary of Sogeclair.
10% of Asustek’s total notebook ship- VP of operations. Morey Corporation began a 30,000 SF
ments in 2009. Janco Electronics received RoHS assembly expansion at its Woodridge, IL, headquar-
Gigabyte Technology merged its mother- certification from IPC. ters.
board and graphics card sales subsidiary, Jurong Technologies: Nam Tai Electronics appointed Chan Sze
Gigabyte United, into the parent company. • set up Microfab Holding Pte to provide Chung (acting) CFO after former president
HannStar closed its panel module assem- mechanical contract manufacturing and CFO John Farina left company.
bly line in Kaohsiung Taiwan and cut 12% services for the semiconductor, indus- NBS Design opened a 40,000 SF manufac-
of its Taiwan-based work force. trial control system and biotechnology turing facility in Santa Clara, CA.
HANZA’s Estonia cable facility received industries. PartnerTech received a PCBA services con-
ISO /TS 16 949 certification. • and SEMINDIA formed an EMS and tract for Snap-On’s auto emissions tester.
HTC expects to ship 600,000-700,000 ODM JV JSEMTECH in India. Pegatron received a 1.5-2 million unit
Google Phones in ’08. Kimball Electronics acquired Genesis notebook order from Toshiba.
Ibase began assembling casino gaming Electronics Manufacturing. Plexus:
machines with shipments beginning De- Kingfield Electronics had 15 employees • started construction on its new $18
cember 2008. complete Level 3 NVQ Electrical and million global headquarters in Neenah,
Jabil: Electronics Engineering qualification and Wisconsin.
• began building its Florida HQ after become certified as IPC Specialists in the • Kelso received recognition in the Inno-
Pinellas County and St. Petersburg Acceptability of Electronic Assemblies. vation and the Supply Chain categories
officials approved a $34.4 million Kitron (Norway) received a NOK 40 mil- at the 2008 UK Best Factory Awards.
20081004
20081013
Total Semiconductor Shipments to an Area
Taiwan Wafer Foundry Composite vs Global
Monthly Shipments - Reporting Firms
Semiconductor Revenues
$B - 3-Month average
SE
NT$ billions World Chip Shipments US$ 3M Avg (relative)
12
70
Asia
23
Japan Chip Foundries
60
10
N America
21
Europe
Asia Pac
50
8
19
40
17
6
30
15
4
20
13
2
10
Global Semiconductors
11
0 9
0 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 7 9111 3 5 7 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
98 99 00 01 02 03 04 05 06 07 08
95 96 97 98 99 00 01 02 03 04 05 06 07 08 CALENDAR YEAR
SIA website:
www.sia-online.org/ 14 Taiwan Company Financial Releases & SIA
Chart 5. Chart 6.
20081004
World PCB Shipments
20081012
Global "Electronic Foodchain" Outlook
Converted @ Constant 2007 Exchange Rates 2008 vs 2007
$ Billion
60
Assumptions:
Europe monthly ratio = SIA European semiconductor ratio
Japan & N. America from JPCA & IPC data
Taiwan/China based upon 28 large company composite Combined GDP
HV 3
Rest of Asia growth = Taiwan/China composite
50 Data scaled to match Henderson Ventures annual totals
2007 based upon sum of monthly totals
Electronic Equipment
HV 4
40
Rigid & Flex PCBs
HV
2
30
Semiconductors
HV 2
40.7 32.9 33.3 34.5 39.9
44.4 49.6 51.9 53.1
20
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 7 9
Semi Capital Equipment
-25 Gartner
99 00 01 02 03 04 05 06 07 08
CALENDAR YEAR
-30 -20 -10 0 10
Source: Custer Consulting Group - synthesized from Henderson Ventures annual estimates and N.
% Change
American, Japanese & Taiwan/China monthly PCB shipments and SIA European chip shipments
Chart 7. Chart 8.
26 – Global SMT & Packaging – November 2008
www.globalsmt.net
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