Download this week's charts in PDF format - TTI Inc.

20121213
800
600
400
200
Taiwan/China Electronic Equipment Producers
Composite of 101 Manufacturers
0
NT$ (billions)
2011/2010 up 5%
1 35 79111 3 57 9111 35 79111 3 57 91113 5 79111 3 57 91113 57 9111 35 7 91113 57 9111 35 791113 57 911
02 03 04 05 06 07 08 09 10 11 12
CALENDAR YEAR
Taiwan listed companies, often with significant manufacturing in China
+2.3%
Nov 12 vs Nov 11

20121216
700
600
500
400
300
200
100
0
Taiwan ODM Companies
Composite Sales of 10 Large Manufacturers
NT$ (Billions)
2010/2009
+34%
1357911135791113579111357911135791113579111357911135791113579111357911135791113579111357911135791113579111
98 99 00 01 02 03 04 05 06 07 08 09 10 11 12
Company Financial Releases
CALENDAR YEAR
Asustek Computer, Chei Mei, Compal Electronics, Foxconn, Chimei Innolux , Inventec, Inventec
Appliance, Lite On Technology, Mitac International, Quanta Computer, Wistron, Chei Mei Display
replacing Chei Mei & Innolux Display 3/10 & later

20121213
140
120
100
80
60
40
20
0
Taiwan Motherboard Vendor Sales
Composite of 22 Large Manufacturers
NT$ (Billions)
October peaks
Pegatron not included
until March 2010
5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 911
99 00 01 02 03 04 05 06 07 08 09 10 11 12
Company Financial Releases
2011/2010 up 10.3%
CALENDAR YEAR
Albatron, AOpen, Asustek, Biostar, Chaintech, Diamond Flower, Elite Group, Epox, Flytech, Giga-Byte, ICP, Jetway, Keimei,
Kinpo, Leadtek, Microstar Intl, Mitac, New Era, Shuttle, Soyo, Tul, Universal Scientific

20121213
Taiwan Display Producers
Composite of 6 TFT-LCD Panel Manufacturers
130
110
90
70
50
30
NT$ (billions)
2011/2010
down 13%
2 4 6 810122 4 6 810122 4 6 810122 4 6 810122 4 6 810122 4 6 810122 4 6 810122 4 6 810122 4 6 81012
04 05 06 07 08 09 10 11 12
CALENDAR YEAR
Company Financial Releases
AU Optronics, Chi Mei Optoelectronics, Chunghwa Picture Tube, Hannstar Display, Innolux
Display, Quanta Display, Chimei Innolux 3/10 & later

20121216
75
65
55
45
35
25
15
5
NT$ billions
Taiwan Wafer Foundries
Composite of 14 Manufacturers
2011/2010 down 9%
135791113579111357911135791113579111357911135791113579111357911135791113579111357911135791113579111
99 00 01 02 03 04 05 06 07 08 09 10 11 12 13
CALENDAR YEAR
VIA Technologies, Advance Microelectronics, Advance Wireless Semiconductor, Episil Technologies, Inotera
Memories, Macronix Intl, Mosel Vitelic, Powerchip Semi, Precision Silicon, ProMOS Tech, TSMC, United
Microelectronics, Vanguard International Semi, Winbond Electronics

20121216
25
20
15
10
5
NT$ billions
Taiwan Package & Test Companies
Composite of 20 Manufacturers
2011/2010 down 2%
135791113579111357911135791113579111357911135791113579111357911135791113579111
02 03 04 05 06 07 08 09 10 11 12 13
CALENDAR YEAR
ASE, Ardentec, ChipMOS Tech, Chipbond Tech, E'dale Tech, Formosa, Advance Tech, Fupo Elec, Greatek
Elec, International Semiconductor Tech, King Yuan Elec, Lingsen Precision, Orient Semiconductor,
Powertech Tech, Signality System, Sigurg Microelectronics, SPIL, Thalin Semiconductor, Vate Tech, Walton
Advanced Tech

20121216
35
30
25
20
15
10
5
0
NT$ billions
Taiwan Memory Companies
Composite of 8 Manufacturers
2011/2010 down 32%
7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111
04 05 06 07 08 09 10 11 12 13
CALENDAR YEAR
Silicon Integrated Systems, Inotera Memories, Macronix Intl, Mosel Vitelic, NanYa Tech, Powerchip
Semiconductor, ProMOS, Winbond Elec

20121213
7
6
5
4
3
2
1
0
Taiwan Passive Component Companies
Composite of 25 Manufacturers
NT$ billions
2010/2009 up 24%
810122 4 6 810122 4 6 810122 4 6 810122 4 6 810122 4 6 810122 4 6 810122 4 6 810122 4 6 810122 4 6 810122 4 6 81012
02 03 04 05 06 07 08 09 10 11 12
CALENDAR YEAR
Chilsin Electronics, Cyntec, (FCE) Feei Cheng Enterprise, Holy Stone Enterprise, 3H (Honey Hope Honesty Enterprise), HJC (Hua
Jung Components), Inpaq, Jaan Chem Technological, Kaimei Electronic, King Core Electronics, Laser Tek, Leatec Fine Ceramics,
Lelon Electronics, Linton Technology, PTTC (Polytronics Technology Corp), PDC (Prosperity Dielectrics Co), Ralec Electronic, Ta-l
Technology, Taiwan Alpha Electronic, Team Young Advanced Ceramics, Teapo Electronic, Thinking Electronic Industrial, WTC (Walsin
Technology Corp), Yageo, YCTC (Yeh-Chiang Technology Corp)

20121213
34
32
30
28
26
24
22
20
18
16
14
12
10
8
6
4
Taiwan Rigid PCB Shipments
Composite of 42 Taiwan-listed Manufacturers
NT$ Billions
135791113579111357911135791113579111357911135791113579111357911135791113579111357911
01 02 03 04 05 06 07 08 09 10 11 12
Company Financial Releases
2011/2010
+1%
CALENDAR YEAR

20121213
2700
2200
1700
1200
700
200
NT$ Millions
Taiwan Flex Circuit Shipments
Composite of 3 Manufacturers
8101224681012246810122468101224681012246810122468101224681012246810122468101224681012
02 03 04 05 06 07 08 09 10 11 12
Company Financial Releases
CALENDAR YEAR
Career Tech, Flexium Interconnect, Uniflex
Up 33% in 2011 vs 2010

20121213
2700
2400
2100
1800
1500
1200
900
600
300
0
Taiwan Rigid Laminate/Prepreg Vendors
Composite of 8 Large Manufacturers
NT$ (Thousands)
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 4 7 10
02 03 04 05 06 07 08 09 10 11 12
Company Financial Releases
Down 8% in 2011 vs 2010
CALENDAR YEAR
Elite Materials, Top Union Electronics, Taiwan Union Technology, Hwa Woei Laminate, Uniplus
Electronics, Iteq, Taiwan Leader Advanced Technology, Shinemore Technology

20121213
Taiwan Solar/Photovoltaic Panel Companies
Composite of 17 Manufacturers
20
18
16
14
12
10
8
6
4
2
0
NT$ billions
2011/2010 Revenue
down 18%
357911135791113579111357911135791113579111357911135791113579111357911135791113579111357911
00 01 02 03 04 05 06 07 08 09 10 11 12
CALENDAR YEAR
Big Sun Energy Technology, Daxon, DelSolar, e_TON Solar Tec, Eversol, Gintech, Green Energy Technology (GET),
Ligitek, Motech, Neo Solar Power, Phoenixtec Power Co (PPC), Precision Silicon, Sino-American Silicon Products,
Sonartech, Sysgration, Tyntek, Wafer Works

20121213
120
115
110
105
100
95
90
85
80
75
Industrial Production
Index (2005 avg month = 100, Seasonally Adjusted))
Eur27
Germany
France
UK
Italy
Series 6
1 3 5 7 9 11 1 3 5 7 911 1 3 5 7 911 1 3 5 7 9 11 1 3 5 7 911 1 3 5 7 911 1 3 5 7 9 11 1 3 5 7 9 11
05 06 07 08 09 10 11 12
Eurostat, NACE Code B-D
Europe
CALENDAR YEAR

European Computer, Electronic & Optical products
Production
20121213
130
120
110
100
90
80
70
Index (2005=100), Seasonally Adjusted
147101471014710147101471014710147101471014710147101471014710147101471014710
98 99 00 01 02 03 04 05 06 07 08 09 10 11 12
Eurostat, C26 category, EU 27 countries
CALENDAR YEAR

20121123
1.25
1.2
1.15
1.1
1.05
1
0.95
0.9
0.85
0.8
0.75
Europe- EU27
Manufacture of computer, electronic & optical products
3/12 Rate of Change
Rate of Growth (1.0=no growth vs same 3-month period prior year)
3 6 912 3 6 9 12 3 6 9 12 3 6 9 12 3 6 9 12 3 6 912 3 6 912 3 6 9 12 3 6 9 12 3 6 9 12 3 6 912 3 6 912 3 6 9 123 6 9
99 00 01 02 03 04 05 06 07 08 09 10 11 12
Eurostat, class C26
CALENDAR YEAR

20121213
120
110
100
90
80
70
60
Eurostat, C219
European Motor Vehicle Production
Monthly Index (Year 2005 = 100)
Index (2005=100), Seasonally Adjusted
147101471014710147101471014710147101471014710147101471014710147101471014710
98 99 00 01 02 03 04 05 06 07 08 09 10 11 12
CALENDAR YEAR

20121213
120
100
80
60
40
Eurostat, C2931
European Motor Vehicle
Electrical & Electronics Production
Index (2005=100), Seasonally Adjusted
1 4 7101 4 7101 4 7101 4 7101 4 7101 4 7101 4 7101 4 7101 4 7101 4 7101 4 710
02 03 04 05 06 07 08 09 10 11 12
CALENDAR YEAR

20121213
160
150
140
130
120
110
100
European Production - Aircraft, Spacecraft &
Related Equipment
90
80
70
Index (2005=100), Seasonally Adjusted
147101471014710147101471014710147101471014710147101471014710147101471014710
98 99 00 01 02 03 04 05 06 07 08 09 10 11 12
Eurostat, C303
CALENDAR YEAR

20121213
European Production - Instruments &
Appliances for Measuring, Testing & Navigation
120
110
100
90
80
Index (2005=100), Seasonally Adjusted
147101471014710147101471014710147101471014710147101471014710147101471014710
98 99 00 01 02 03 04 05 06 07 08 09 10 11 12
Eurostat, C2651
CALENDAR YEAR

20121213
European Production - Irradiation,
Electromedical & Electrotherapeutic Equipment
120
110
100
90
80
70
60
Index (2005=100), Seasonally Adjusted
147101471014710147101471014710147101471014710147101471014710147101471014710
98 99 00 01 02 03 04 05 06 07 08 09 10 11 12
Eurostat, C266
CALENDAR YEAR

20121213
200
180
160
140
120
100
80
60
Eurostat
European Electronic Components & Board
Production
Index (2005=100), Seasonally Adjusted
1 4 7101 4 7101 4 7101 4 7101 4 7101 4 7101 4 7101 4 7101 4 7101 4 7101 4 7101 4 7101 4 710
00 01 02 03 04 05 06 07 08 09 10 11 12
CALENDAR YEAR

20121213
120
110
100
90
80
70
60
Eurostat
European Electronic Wiring Devices
Index (2005=100), Seasonally Adjusted
147101471014710147101471014710147101471014710147101471014710147101471014710
98 99 00 01 02 03 04 05 06 07 08 09 10 11 12
CALENDAR YEAR

20121213
PRESENT GROWTH RATES (%)
EUROPEAN ELECTRONICS INDUSTRY
ANNUAL 3-MONTH
LATEST GROWTH GROWTH
MONTH RATE RATE
ELECTRONIC EQUIPMENT SHIPMENTS (Index CY 2005 =100)
Computer, Electronic & Optical Products 10/12 98.8 95.4
Components & Boards 10/12 101.7 87.7
Wiring Devices 10/12 94.7 93.3
Loaded Electronic Boards 10/12 101.4 99.8
Office Equipment 10/12 98.8 95.9
Computers & Peripherals 10/12 93.6 91.5
Consumer Electronics 10/12 91.9 91.9
Electric Domestic Appliances 10/12 97.0 100.5
Electronic Instruments 10/12 101.6 102.2
Medical Electronics 10/12 101.7 102.6
Automotive Electronics 10/12 97.5 93.0
Motor Vehicles 10/12 97.9 94.8
Air & Space Aircraft 10/12 109.0 109.1
Semiconductor Shipments (Eur) to Europe 10/12 94.2 98.8
Industrial Production 10/12 98.4 97.6
Sources: Eurostat & SIA

20121213
350
300
250
200
150
100
50
0
$ Billions
255
Gartner 12/12
World Semiconductor Sales
228
Total
299 307 298
-3% +4.5%
311
2008 2009 2010 2011 2012 2013

20121216
Smart Connected Device Market by Type
2500
2000
1500
1000
500
0
Units (millions)
1194
2108
2012 2016
Tablet 122 283
Smartphone 718 1405
Portable PC 205 269
Desktop 149 151
IDC 12/12

20121216
30.0
25.0
20.0
15.0
10.0
5.0
Units (millions)
0.7
3.8
E-book Reader Shipments
World
10.1
23.2
14.9
10.9
0.0
2008 2009 2010 2011 2012 2013 2014 2015 2016
2008 & 2009: Digitimes Research 2/11
2010-16: IHS Suppli 12/12
8.7
7.8
7.1

20121213
World External Controller-based Disk Storage Revenue
7
6
5
4
3
2
1
0
US$ (Billions)
4
Gartner 12/12
5
5
6
5 5 5
6
5 5
1 2 3 4 1 2 3 4 1 2 3
10 11 12
CALENDAR YEAR
5

20120901
Top Femtocell Equipment Vendors
Alcatel-Lucent
Cisco/ip.access
www.infonetics.com/ 12/12
3Q'12 Global Revenue Share
Other
Airvana
3Q'12 Total: $132.7 Million
Samsung

20121216
104
100
96
92
88
84
80
76
72
68
64
60
56
(Seasonally Adjusted)
U.S. Industrial Production
Index (2007=100)
1471014710147101471014710147101471014710147101471014710147101471014710147101471014710147101471014710147101471014710
90 91 92 93 94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12
Calendar Year
www.federalreserve.gov/releases/g17/table1_2.htm