Printed Circuit Design & Fab - December 2007 - (Page 6)

MARKET WATCH EDA Sales Spiking SAN JOSE – First quarter EDA revenue grew 10% to % CHANGE AUG.r SEPT.* YTD 0.7 30.8 0.2 -1.5 2.4 1.1 -2.3 -8.5 -0.4 -8.0 2.3 0.4 -2.8 3.2 -7.8 1.3 1.1 -6.0 -11.4 -16.3 1.2 1.8 -2.3 0.8 -0.3 -8.5 -11.8 2.7 -1.3 3.0 0.6 -5.2 4.8 20.1 4.3 3.5 COMPUTERS, SEMIS TAKE SEPTEMBER FALL Trends in the U.S. electronics equipment market (shipments only). JULY 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 2.6 -27.3 7.2 4.2 1.0 13.4 -1.4 25.4 -1.9 2.9 2.3 1.7 $1.35 billion, reported the EDA Consortium (edac.org). PCB and MCM design software revenue jumped 59% to $133 million. During the quarter, North America purchased $619 million of EDA products and services, up 8% year-overyear. Western Europe revenue was up 6% to $232 million. Japan grew 8% to $314 million, and rest-of-world increased 31% to $181 million. Communications Gear on Rise LOS ALTOS, CA – Global communications equipment *Preliminary. semiconductors. Seasonally adjusted. Source: U.S. Department of Commerce Census Bureau, Nov.2, 2007 Manufacturing Growth Slowing TEMPE, AZ – The slowdown in housing and other markets is starting to back up on manufacturing, according the Institute for Supply Management (ism.ws). Manufacturing grew in October but at a slower rate as the PMI registered 50.9%, down 110 basis points from September. A reading above 50% indicates that the manufacturing economy is generally expanding. It was the ninth consecutive month manufacturing sector economic activity expanded, the trade group said. A PMI over 41.9%, over a period of time, generally indicates an expansion of the overall economy. Therefore, the PMI indicates that both the overall economy and the manufacturing sector are growing. “It does appear that the impact of the slow down in the financial, housing and transportation segments has spilled over into manufacturing,” said ISM spokesman Norbert J. Ore. JUNE PMI New orders Production Inventories Customer inventories Backlogs 56.0 60.3 62.9 45.3 47.0 53.5 JULY 53.8 57.5 55.6 48.5 51.0 52.0 AUG. 52.9 55.3 56.1 45.4 49.0 50.5 SEPT. 52.0 53.4 54.6 41.6 50.0 51.0 OCT. 50.9 52.5 49.6 47.2 54.0 46.0 production is expected to rise 8.8% in 2008 and 10.1% in 2009, according to Henderson Ventures (hendersonventures.com). The research firm says sales will uptick following a 6% hike this year, which was down from 12.6% in 2006. Gradual leveling of the subscriber base will lower handset sales to growth rates around 10% through 2009, Henderson predicts. Separately, iSuppli Corp. (isuppli.com) said global shipments of mobile handsets equipped with GPS capability are expected to more than quadruple from 2006 to 2011 because of the U.S. government’s mandate for Emergency 911 capability, as well as wireless operators’ initiatives to offer location-based services. GPS-equipped mobile handset shipments will increase to 444 million units by 2011, rising from 109.6 million units in 2006. By 2011, 29.6% of all mobile phones shipped will have GPS capability, up from 11.1% in 2006, said the firm. IC Shipment Forecast Raised SCOTSDALE, AZ – Research firm IC Insights (icinsights. com) upped its 2007 forecast for IC unit shipments to 10%, some two points higher than the firm’s earlier estimate. Moreover, the firm believes there is a good chance unit demand will continue to increase at least 10% annually over the next five to 10 years, driven by communications and consumer electronics. The IC market has returned double-digit increases in shipments every year since 2002. INDUSTRY MARKET SNAPSHOT Book-to-bills of various components/equipment. MAY JUNE JULY AUG. SEPT. Semiconductor equipment1 Semiconductors2 Rigid PCBs3 (North America) Flexible PCBs3 (North America) Computers/electronic products4 0.98 0.91 0.83 0.82r 2.73%r 1.06 1.07 4.94r 0.81p 4.39%p 1.08 1.08 4.96p Source: Institute for Supply Management, Nov. 1, 2007 2.5% 1.87% 1.91% 0.98 1.32 4.76 1.01 1.12 4.83 1.02 1.04 5.08 Sources: 1SEMI, 2SIA (3-month moving average growth), 3IPC, 4Census Bureau, pPreliminary, rRevised 6 PRINTED CIRCUIT DESIGN & FAB DECEMBER 2007 http://edac.org http://henderson-ventures.com http://henderson-ventures.com http://isuppli.com http://ism.ws

Table of Contents Feed for the Digital Edition of Printed Circuit Design & Fab - December 2007

Printed Circuit Design & Fab - December 2007 Contents Our Line Market Watch Around the World Happenings ROI 2007 PCB Designer Salary Survey Interconnect Strategies Positive Plating RF Design Ad Index Noise Reduction Supply Chain DfM Off the Shelf Marketplace The Signal Doctor

Printed Circuit Design & Fab - December 2007

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.