Features - Bodo's Power

MARKET
ELECTRONICS INDUSTRY DIGEST
By Aubrey Dunford, Europartners
GENERAL
To overcome the global economic crisis,
stimulus programs of around $ 2.7 trillion
globally have been announced, so Siemens.
Around one third of this total – or almost $1
trillion - is slated for investment in infrastructure
projects. The remainder is accounted for
example by tax cuts for private households.
The total volume of planned infrastructure
expenditures relevant for Siemens comes to
about $ 210 billion globally. At slightly more
than $ 120 billion, the share of the U.S. stimulus
program's portion relevant for Siemens
represents the largest share of the worldwide
total. China is in second place with a
Siemens-relevant share of approximately $
35 billion, followed by Germany with a share
of around $ 7 billion. Major parts of these
amounts are earmarked for green technologies.
SEMICONDUCTORS
Worldwide semiconductor revenue in the first
quarter declined to $ 44.3 billion, down 18.8
percent from the fourth quarter, so iSuppli.
On a sequential basis, revenue will rise by
7.1 percent in the second quarter, by 10.4
percent in the third quarter and by 4.9 percent
in the fourth quarter. Of the 130+ semiconductor
suppliers tracked by iSuppli, only
six managed to expand their revenue in the
first quarter compared to the fourth quarter
of 2008.
The Korean company LS Industrial Systems
and Infineon Technologies announced the
establishment of the joint venture LS Power
Semitech, which will focus on the development,
production and marketing of moulded
power modules for white good applications.
LS Industrial Systems holds 54 percent and
Infineon 46 percent of the joint venture.
Centrosolar has announced a new investment
partner for the building of a new solar
PV manufacturing plant in Portugal.
Microsemi, a manufacturer of analog mixed
signal integrated circuits has executed an
asset purchase agreement with Nexsem, a
small designer of high voltage DC to DC
conversion devices.
RF Micro Devices has formed a gallium
nitride (GaN) foundry services business unit
to supply GaN semiconductor technology
into multiple RF power markets.
OPTOELECTRONICS
The TFT-LCD panel market has entered into
definite recovery phase, so Displaybank.
May 2009 large-area TFT-LCD panel shipments
indicate all time record-high shipments
with 43.73 million units which
increased 5.4 percent Y/Y. The LCD TV
panel shipments increased 13.7 percent M/M
and 41.6 percent from Y/Y. The LCD TV
shipments are about 28 percent of the total
large-area panel shipments and 56 percent
of the total revenue.
PASSIVE COMPONENTS
The new edition of the worldwide passive &
interconnection component markets database
from Decision is available. The worldwide
passives market in 2013 should be
equivalent to 2008 level as growth is expected
to come back in 2011, after a 10 percent
decline in 2009.
Biricha Digital Power offering
Digital Power Supply Workshop based on TI's F28x family.
For more information and your free drill hole stencil please visit
www.biricha.com
OTHER COMPONENTS
Elcoteq sells the majority of the machinery,
equipment and materials of its Tallinn manufacturing
operations to Ericsson. Elcoteq currently
employs approximately 1,600 persons
in Tallinn, of which approximately 1,200 will
be transferred to Ericsson. Elcoteq will retain
specialized manufacturing capacity in Estonia
to serve its other customers.
DISTRIBUTION
Advanced Power Components (APC), the
UK specialist distributor and manufacturers'
representative of electronic components, has
signed a distribution agreement with AVX to
distribute its established range of high reliability
capacitors including tantalum, ceramic
and other advanced devices. The products
will be distributed through the APC Hi-Rel
unit.
ZF Electronics, formerly Cherry Electrical
Products, has appointed Futura Electronics
as a franchised distributor for its brand-leading
range of switches, controls and sensors
in Ireland.
UK-based distributor Anglia has signed a
franchise agreement with Intersil, a supplier
in analog and power IC solutions. The
agreement allows Anglia to sell and support
Intersil’s entire portfolio of standard analog
ICs across the UK and Ireland.
This is the comprehensive power related
extract from the « Electronics Industry Digest
», the successor of The Lennox Report. For
a full subscription of the report contact:
eid@europartners.eu.com or by
fax 44/1494 563503.
www.europartners.eu.com
18 Bodo´s Power Systems ® August 2009 www.bodospower.com