20100712
Electronic Equipment OEM Composite vs. Custer Global Equipment Model Quarterly Revenue Growth 40.0
% Growth (quarter vs same quarter in prior year) CCG estimate 7/14/10 based upon partial data
30.0
20.0
10.0
0.0
-10.0
70 Company Elec Equip Composite CCG World El Eq Model
-20.0 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 3 4 1 2 01 02 03 04 05 06 07 08 09 10
Composite of 70 Electronic Equipment Suppliers; Custer Consulting Group World Model
20100703
World Semiconductor Shipments Monthly US$ 25
Record high
US$ Billions (3-month average)
20
15
10
2009 recession much sharper but shorter than 2001
5
0 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10
SIA
20100703
Global "Purchasing Managers" Index DIFFUSION INDEX 58 56 54 52
EXPANSION
50
CONTRACTION
48 46 44 42 40 38 36 34 32
1 2 3 4 5 6 7 8 9 101112 1 2 3 4 5 6 7 8 9 101112 1 2 3 4 5 6 7 8 9 101112 1 2 3 4 5 6 7 07 08 09 10
JPMorgan
20100719
U.S. Stock Index - S&P 500 1600
S&P 500
1400 1200 1000 800 600 400 200 0 17171717171717171717171717171717171717171717 89 90 91 92 93 94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 Conference Board www.globalindicators.org/
CALENDAR YEAR
20100718
World Electronic Equipment, PCB & Semiconductor Shipments Converted @ Constant 2008 Exchange Rates 3/12 rate of change PCB El Equip
1.5
"0" Growth
SIA
1.3 1.1 0.9 0.7 0.5 3 6 9 123 6 9 123 6 9 12 3 6 9 12 3 6 9 12 3 6 9 12 3 6 9 12 3 6 9 12 3 6 9 12 3 6 9 12 3 6 00 01 02 03 04 05 06 07 08 09 10 CALENDAR YEAR Source: Custer Consulting Group
20100718
Global "Electronic Foodchain" Outlook 2010 vs 2009 Combined GDP
4
Electronic Equipment
Henderson Ventures
11
Henderson Ventures
Rigid & Flex PCBs
28
WSTS
Semiconductors Semi Capital Spending
Custer Consulting Group
29
84
Gartner
0
20
40 60 % Change
80
100
20100719
Personal Computer Unit Shipments World Units (Millions) 100
80
60
40
20
0 41234123412341234123412341234123412341234123412 98 99 00 01 02 03 04 05 06 07 08 09 10 Gartner 10/09 + Gartner 2009 annual forecast 12/09 Servers not included