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

MARKET WATCH SEMIS REBOUND IN OCTOBER Trends in the U.S. electronics equipment market (shipments only). AUG. 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 Report: Global Electronics Market to Reach $3.2T by 2012 WELLESLEY, MA – The world electronics market was % CHANGE SEPT.R OCT.* -0.6 18.5 -8.5 0.8 -1.0 -2.6 -10.5 -11.6 0.3 3.0 -3.3 2.3 2.2 -6.8 3.8 -0.5 -8.2 -4.1 13.8 16.8 -1.7 7.4 1.9 4.7 YTD 0.4 -2.8 -11.1 2.6 -2.0 2.8 0.0 -5.1 4.1 21.7 3.8 4.6 0.7 30.8 0.2 -1.5 2.4 1.1 -2.3 -8.5 -0.4 -8.0 2.3 0.4 worth some $1.8 trillion in 2006, and is expected to increase to $2 trillion in 2007 and $3.2 trillion in 2012, a CAGR of 9.5% over the next five years, reports BCC Research (bccresearch.com). Industrial products account for 39.6% of total electronics sales, while computer have the second largest share at 20%. Semiconductors make up 13.5%; consumer makes up 13.4%; communications account for 9.9%, and automotive total the remaining 2.6%, according to the report, “Global Electronics: High Growth Products and New Markets.” Most regions of the world (especially Asia-Pacific) are seeing rapid growth in electronics manufacturing and consumer demand, BCC says. The industry has been growing rapidly since the late 1990s, and it will continue to do so as consumers in developed countries upgrade current products, and those in developing economies make first-time purchases, the research firm adds. *Preliminary. semiconductors. Seasonally adjusted. Source: U.S. Department of Commerce Census Bureau, Dec. 5, 2007 Q3 PC Shipments Up 15.5% LOS ALTOS, CA – Third-quarter PC shipments were up 15.5% year-over-year, says research firm Henderson Ventures (hendersonventures.com). PC growth rebounded with the help of low-cost shipments to emerging economies and growing acceptance of Microsoft’s Vista operating system, while global PC shipment growth has been accelerating, reports Henderson. For 2007, shipments are predicted to hit 264 million, a growth rate of 11.6%, says the firm. The traditional two-year cycle is forecast to continue through 2009, without a major dent in the expected growth rate for next year. The introduction of WiMax is expected to boost PC purchases next year; as WiMax gains acceptance, users will acquire the capability via a new portable PC, says Henderson. Also, the impact of Vista is likely to peak in 2009. However, global saturation, including many emerging markets, will tamp down the achievable growth rates for the foreseeable future. Although a 10.2% increase is predicted for 2009, that pace is far below peak levels. New Mfg. Orders Up in November TEMPE, AZ – New orders for manufactured goods were up slightly in November, and production grew 2.3 points to 51.9%. The new orders index stood at 52.6%, above the 50% threshold, signaling expansion, the Institute for Supply Management (ism.ws) reported. The November PMI, a measure of the nation’s productivity, was down 10 basis points sequentially. Inventories were down 30 basis points at 46.9%; customer inventories dropped five points to 49%. Backlogs decreased 4.5 points to 41.5%. Economic activity in the manufacturing sector expanded in November for the 10th consecutive month, while the overall economy grew for the 73rd consecutive month, says ISM. “The rate of growth in the sector was down slightly compared to October,” said ISM spokesman Norbert J. Ore. “While other segments of the economy are struggling, manufacturing continues to grow due to continuing strength in new orders, and a recovery in production from last month. Prices, driven higher by energy prices, are once again the major concern.” Prices were up 4.5% in November. Employment contracted during the month. JULY PMI New orders Production Inventories Customer inventories Backlogs 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 NOV. 50.8 52.6 51.9 46.9 49.0 41.5 INDUSTRY MARKET SNAPSHOT Book-to-bills of various components/equipment. JUNE JULY Semiconductor equipment1 Semiconductors2 Rigid PCBs3 (North America) Flexible PCBs3 (North America) Computers/electronic products4 0.91 0.83 AUG. SEPT. 0.82 0.79r OCT. 0.83p 1.87% 1.91% 2.73% 4.39%r 5.29%p 1.01 1.12 4.83 1.02 1.04 5.08 1.06 1.07 4.94 1.08 1.08 4.90r 1.08 1.10 4.98p Source: Institute for Supply Management, Dec. 3, 2007 Sources: 1SEMI, 2SIA (3-month moving average growth), 3IPC, 4Census Bureau, pPreliminary, rRevised 6 PRINTED CIRCUIT DESIGN & FAB JANUARY 2008 http://bccresearch.com http://hendersonventures.com http://ism.ws

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

Printed Circuit Design & Fab - January 2008 Contents Our Line Market Watch Around the World Happenings ROI PTH Reliability: Designing to Improve PTH Reliability EMC for the Real World PTH Reliability: The Survival and Long-Term Reliability of Lead-Free PCBs iNEMI's Emerging Technologies: Research Priorities for the Electronics Industry Printed Circuit Design & Fab Annual Buyers Guide Special Suppliers Section Guide to Products and Services Off the Shelf: Designcon Preview Marketplace Ad Index BGA Bulletin

Printed Circuit Design & Fab - January 2008

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