Printed Circuit Design & Fab - July 2008 - (Page 6)

MarkEt watch SEMiS aScEnd Trends in the U.S. electronics equipment market (shipments only). FeB. Computers/electronics products Computers Storage devices Other peripheral equipment Nondefense communications equipment Defense communications equipment A/V equipment Semiconductors Components1 Nondefense search and navigation equipment Defense search and navigation equipment Medical, measurement and control rRevised. 1Includes EMS Set to Undergo Slowdown El SEGundo, ca – iSuppli Corp. (isuppli.com) in May % change Mar. r apr.* -0.8 -4.2 1.7 2.7 1.1 4.4 -1.2 -5.5 1.0 0.8 2.2 -1.6 5.1 -13.6 -0.6 7.0 -4.2 -6.7 17.4 35.4 1.6 -1.7 -4.2 8.5 yTD 1.3 -3.7 12.1 4.6 -2.1 27.1 -12.0 -4.5 0.0 3.9 0.7 10.5 -8.8 -1.7 -0.1 -2.0 -1.4 12.6 -7.0 -31.2 -2.9 -17.5 -4.1 -5.4 trimmed its long-term forecast for global EMS revenue to 8% during the 2006 to 2013 timeframe, down from its previous outlook of 9.3% growth. The research firm cited the combined size of the EMS and ODM businesses – $305 billion – which hampers growth rates. Adam Pick, principal analyst for EMS/ODM, also pointed to a deceleration at Foxconn (fih-foxconn.com), the largest player. Finally, many EMS/ODM companies are rethinking their strategy of market share expansion in favor of competitive positioning and financial performance. Display Driver Chip Market Heads to Mature Stage El SEGundo, ca – Unit shipment growth for display driv- *Preliminary. semiconductors. Seasonally adjusted. Source: U.S. Department of Commerce Census Bureau, June 3, 2008 Manufacturing Stalls Again in May tEMPE, aZ – Economic activity in the manufacturing sector again failed to grow in May, as the PMI was 49.6%, up one point from April, says the Institute for Supply Management (ism.ws). New orders were 49.7%, up 3.2 points sequentially, while inventories remained at 48%. Customer inventories were 47%, up two points, and backlogs were down 5.5 points sequentially, to 46%. Production bounded 2.1 points higher, to 51.2%, however. A monthly PMI above 50% indicates that the manufacturing economy is generally expanding. A PMI over 41.1%, over a period of time, generally indicates an expansion of the overall economy. The average PMI year-to-date (49.2%) corresponds to a 2.5% increase in real GDP. Jan. PMI New orders Production Inventories Customer inventories Backlogs 50.7 49.5 55.2 49.1 49.5 44.0 FeB. 48.3 49.1 50.7 45.4 49.0 45.0 Mar. 48.6 46.5 48.7 44.9 51.0 47.5 apr. 48.6 46.5 49.1 48.1 45.0 51.5 May 49.6 49.7 51.2 48.0 47.0 46.0 ers will slow to 15.1% in 2008, down from 26.2% in 2007, iSuppli Corp (isuppli.com) said. Annual growth will average about 11% from 2009 to 2011. iSuppli estimates 6.9 billion units were shipped in 2007, up from 5.5 billion units in 2006, driven by LCD TVs and notebook PCs. Another factor: active matrix TFT-LCD displays found in many mobile and handheld products. Global revenue failed to keep pace, rising 10.2% to reach $8.8 billion. New applications and products like DPFs, multi-touch panels and 3-D displays should help expand the display market, iSuppli believes. SEattlE – The global semiconductor market is expected to grow 4.7% to $267.7 billion this year, up from 3.2% in 2007, according to the revised forecast of the World Semiconductor Trade Statistics (wsts.org). The WSTS lowered its projections by 4.4 points from its last forecast in November, mainly as a result of a weak fourth quarter 2007. Demand is improving, however, leading the group to reiterate 2009 and 2010 projections of 5.8% and 8.8% growth, respectively. WSTS Global Semi Growth 4.7% in 2008, 5.8% in 2009 Source: Institute for Supply Management, June 2, 2008 induStry MarkEt SnaPShot Book-to-bills of various components/equipment. Dec. Semiconductor equipment1 Semiconductors2 Rigid PCBs3 (North America) Flexible PCBs3 (North America) Computers/electronic products4 0.85 1.01 1.00 4.94 Jan. FeB. Mar. apr. 0.89 0.97 0.96 4.77 0.92 0.99 0.96 4.99 0.87r 1.82%r 1.00 0.99 5.18r 0.81p 3.82%p 1.01 0.99 5.23p MEtalS PricES 6/11/07 Gold1 Silver2 Copper3 Tin4 12nd 3/10/08 969.25 294.94 3.93 8.73 4/7/2008 929.00 266.27 3.96 9.28 5/6/08 880.00 248.71 3.93 10.99 6/2/08 888.25 246.52 3.62 9.60 650.30 188.29 2.80 6.28 3.27% 1.70% 1.35% London Fix - COMEX Gold. 2Handy and Harman Silver (COMEX Silver). 3LME Cash Seller and Settlement for Copper. 4LME Cash Seller and Settlement for Tin Sources: 1SEMI, 2SIA (3-month moving average growth), 3IPC, 4Census Bureau, pPreliminary, rRevised 6 printEd circuit dESign & fAB JULY 2008 http://isuppli.com http://isuppli.com http://ism.ws http://wsts.org

Table of Contents Feed for the Digital Edition of Printed Circuit Design & Fab - July 2008

Printed Circuit Design & Fab - July 2008

For optimal viewing of this digital publication, please enable JavaScript and then refresh the page. If you would like to try to load the digital publication without using Flash Player detection, please click here.