Growth “across the board” (relative to last year’s disaster)
• • • • •
Automotive • Global automotive mobile television shipments will grow from 8 million units in 2009 to 17 million in 2015.— iSuppli • Automobiles with internet access will grow from 970,000 in 2009 to 62.3 million in 2016. – iSuppli • Global navigation system shipments will exceed 500 million units in 2010.— ABI Research
Eastern Europe down 4% Middle East down 5% Japan down 3%. China up 10% South America up 6%
2010 Consumer electronics growth by product—CEA • LCD TV +14% • High-def DVD players +6% (Blu-Ray will be US$18.5 billion market in 2010) • Laptop revenues flat • Wireless handsets + 2% in units to 1.17 billion
Consumer Consumer electronics sales will top US$165 billion in 2010 with emerging markets offering the most growth.
LED-backlit TV shipments will reach 26 million in 2010.—Displaybank
China’s digital still camera sales will grow from 9.7 million units in 2009 to more than 11 million in 2010.—China Electronic Chamber of Commerce
North American Blu-Ray player sales will grow from 7.9 million units in 2009 to 12.8 million in 2010.—CEA
2010 Consumer electronics growth forecast by region—CEA • North America down 3% • Western Europe down 9%
Worldwide e-reader shipments will grow from 4 million in 2009 to 12 million in 2010 and 18 million in 2012.—iSuppli
20091204
58.0
EMS & assembly EMS industry will grow by about 7% to US$140.3 billion in 2010.—IDC Axiom Manufacturing Services appointed Stephen Young finance director. Celestica: • joined Canadian Solar Industries Association. • received 2009 North American Market Leadership Award in the Aerospace and Defense Electronics Manufacturing Services (EMS) market from Frost and Sullivan. Compal is building its fifth plant and second production base near in Kunshan, China. Darekon acquired Mecanova Klaukkala, Finland’s medical equipment production unit business operations. Diagnosys Systems doubled the size of Florida facility. ECS received resignations from over 100 members within its notebook division. Efore received a power supply manufacturing contract from Chinese
20100117
Global Electronic Equipment Shipment Growth
Purchasing Managers' Indices November vs. December 2009
PMI
55.9
56.0
Values > 50 Indicate Expansion
1.6 55.7
56.1
Taiwan/China Europe Japan USA 0
3/12 rate of growth in local currency
1.5 1.4 1.3
54.1
54.0
53.4
53.6
1.1 52.4
52.0
1.2
53.8 52.7
1
52.3
51.8
51.7
51.2
0.9
51.6
0.8 0.7
50.0
World
USA
UK
Germany
Eurozone
Japan
China
Europe = Eurostat EU27 NACE C26 (computer, electronic & optical products)
0.6
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 1 4 7 10 1 00 01 02 03 04 05 06 07 08 09 10
CALENDAR YEAR
Sources: Institute of Supply Management & Markit
Chart 3.
Chart 4. 20100121
20091231
Semiconductor Growth Rates 1.8
3/12 Rate of Change
Global Semiconductor & Semiconductor Capital Equipment 3-Month Shipment Growth Rates on $ Basis
Total $ Shipments to an Area
2.8 2.6
1.6
2.4 2.2
1.4
3/12 Rate of Change Semiconductors SEMI Capital Equip Series 5
Capital Equipment
2 Chips
1.8
1.2
1.6 1.4
1
1.2
N America Europe Japan Asia-Pac
0.8 0.6 0.4
159159159159159159159159159159159159159159159159159159159159 90 91 92 93 94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 Total $ Shipments from All Countries to an Area SIA website: www.sia-online.org/
Chart 5.
www.globalsmt.net
1 0.8 0.6 0.4 0.2 1591591591591591591591591591591591591591591591591591591591591591591591591591591 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
Sources: SIA; Semiconductor Equipment Association of Japan, CCG est for 3Q & 4Q'09 SEMI
Chart 6.
Global SMT & Packaging – Celebrating 10 Years – January 2010 – 23