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

MarkEt watch SuMMEr PlunGE Trends in the u.S. electronics equipment market (shipments only). apr. 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. H1 Global Chip Sales Up 5.4% San JoSE – First-half worldwide sales of semiconductors grew 5.4% year-over-year to $127.5 billion, the Semiconductor Industry Association (sia-online.org) reported. June sales of $21.6 billion were up 8% compared to June 2007, and up 0.5% sequentially. Second-quarter sales of $64.7 billion increased 3% sequentially. SIA said total semiconductor sales in June, excluding memory products, grew 12% year-over-year. Memory dropped 6% year-over-year on sluggish pricing, despite a sharp rise in unit sales. Separately, Semicast (semicast.net) forecasts the global market for automotive semiconductors will grow from $20 billion in 2007 to just over $30 billion in 2015. The sector accounts for 7% to 8% of the total semi market, says the firm. % Change Mayr June* yTD -2.7 7.7 -6.7 -2.3 4.9 1.9 -6.7 -21.3 -2.2 0.9 9.8 -2.4 -3.8 -5.0 1.1 0.5 4.6 -1.7 -5.9 -14.4 0.4 3.2 -6.0 -5.9 0.5 -5.7 2.1 5.6 -0.2 23.0 -11.8 -8.6 -1.0 2.1 5.4 8.8 5.9 -10.0 -2.4 7.3 -3.9 -8.8 15.5 35.3 1.4 -0.5 -0.7 9.4 *Preliminary. 1Includes semiconductors. Seasonally adjusted. Source: U.S. Department of Commerce Census Bureau, August 4, 2008 ISM: Manufacturing Contraction ‘Minor’ tEMPE, aZ – Economic activity in the manufacturing sector CEA Raises the Consumer Electronics Outlook arlinGton, Va – US shipments of consumer electronics was unchanged in July, according to the Institute for Supply Management (ism.ws). For the month, new orders dipped 4.6 points to 45%, while production was up 1.4 points to 52.9%. The PMI was 50%, 20 basis points lower than June. (A reading above 50% indicates that the manufacturing economy is generally expanding.) Inventories fell to 45%, down 6.2 points. Customer inventories also dove to 47%, down eight points. Finally, backlogs were at 43%, down 4.5 points. “In this month’s report, manufacturers indicate no change in overall business activity when comparing July to June,” said ISM spokesperson Norbert J. Ore. Employment jumped 8.2 points during the month. Mar. PMI New orders Production Inventories Backlogs 48.6 46.5 48.7 44.9 47.5 apr. 48.6 46.5 49.1 48.1 51.0 51.5 May 49.6 49.7 51.2 48.0 45.0 46.0 June 50.2 49.6 51.5 51.2 47.0 47.5 July 50.0 45.0 52.9 45.0 55.0 43.0 will top $173 billion in 2008, according to new data from the Consumer Electronics Association (ce.org). That’s up $2 billion from the trade group’s January estimates. The revised forecast predicts 2008 shipments will grow 7.3% and another 6% next year, reaching more than $183 billion. The forecast is based on a consensus approach of polling nearly 90 manufacturers and other industry constituents across the CE chain. Leading the way in 2008 are digital displays, with shipment revenues approaching $28 billion, climbing 24% this year. Portable video game systems will also shine in 2008 as consumers continue to seek CE products they can use anywhere, anytime. Smartphones will see revenue growth of 51% this year, comprising 28% of total wireless handset shipments. Customer inventories 49.0 Source: Institute for Supply Management, August 1, 2008 induStry MarkEt SnaPShot Book-to-bills of various components/equipment. FeB. Semiconductor Rigid PCBs3 equipment1 0.92 0.99 0.96 4.99 Semiconductors2 (North America) Flexible PCBs3 (North America) Computers/electronic products4 Mar. apr. May June 0.87 1.00 0.99 5.18 0.82 1.01 0.99 5.16 0.79r 0.95 1.01 5.07r 0.85p 0.94 1.02 5.21p MEtalS indEx DaTe Gold1 Silver2 Copper3 Tin4 12nd 8/6/07 $671.50 $191.65 $3.54 $7.38 5/6/08 $880.00 $248.71 $3.93 $10.99 6/2/08 $888.25 $246.52 $3.62 $9.60 7/7/08 $968.00 $262.02 $3.88 $10.60 8/4/08 $905.75 $253.83 $3.67 $9.84 1.34% 1.82% 3.82% 4.18%r 5.91%p London Fix price/tr.oz. 2Handy and Harman Silver (COMEX Silver) price/LB. 3LME Cash Seller and Settlement for Copper price/LB. 4LME Cash Seller and Settlement for Tin price/LB. Sources: 1SEMI, 2SIA (3-month moving average growth), 3IPC, 4Census Bureau, pPreliminary, rRevised 6 printEd CirCuit dESign & fAB SEPTEMBER 2008 http://sia-online.org http://semicast.net http://ism.ws http://ce.org

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

Printed Circuit Design & Fab - August 2008 Contents Our Line Market Watch Around the World Happenings ROI Positive Plating Off the Shelf Marketplace Ad Index EMC for the Real World Final Finish Forum Design for Green: Laminates A Systematic Approach to Increasing Layer Count The NTI $100 Million Club Printable Nanocomposites BGA Bulletin

Printed Circuit Design & Fab - September 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.