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

20130410
800
600
Taiwan/China Electronic Equipment Producers
Composite of 101 Manufacturers
NT$ (billions)
2012/2011 down 1.8%
400
200
0
Unconsolidated company sales
1357 9111357911135791113579111357911135791113579111 35791113579111 357911135791113
02 03 04 05 06 07 08 09 10 11 12 13
CALENDAR YEAR
Taiwan listed companies, often with significant manufacturing in China

20130410
700
600
500
Taiwan ODM Companies
Composite Sales of 10 Large Manufacturers
NT$ (Billions)
2012/2011
+4% in NT$
400
300
Unconsolidated company sales
200
100
0
13579111357911135791113579111357911135791113579111357911135791113579111357911135791113579111357911135791113
98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13
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

20130410
Large ODM Companies
Composite of 10 Public Manufacturers
Quarterly Revenue Growth
80
60
40
20
0
-20
1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1
99 00 01 02 03 04 05 06 07 08 09 10 11 12 13
Asustek Computer, Compal Electronics, Foxconn, Chimei Innolux, Inventec, Inventec Appliance, Lite
On Technology, Mitac International, Quanta Computer, Wistron

20130410
NT$ billions
Taiwan Wafer Foundries
Composite of 14 Manufacturers
75
65
55
45
35
25
15
5
2012/2011 up 16%
Unconsolidated company sales
1357911135791113579111357911135791113579111357911135791113579111357911135791113579111357911135791113
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

20130410
25
NT$ billions
Taiwan Package & Test Companies
Composite of 20 Manufacturers
20
15
10
5
2012/2011 up 0.2%
Unconsolidated company sales
1357911135791113579111357911135791113579111357911135791113579111357911135791113
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

20130410
7
6
Taiwan Passive Component Companies
Composite of 25 Manufacturers
NT$ billions
5
4
3
2
1
0
2012/2011 up 4%
Unconsolidated company sales
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 810122 4
02 03 04 05 06 07 08 09 10 11 12 13
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)

20130410
Taiwan Solar/Photovoltaic Panel Companies
Composite of 17 Manufacturers
20
18
16
14
12
NT$ billions
2012/2011 Revenue
down 18%
10
8
Unconsolidated company sales
6
4
2
0
35791113579111357911135791113579111357911135791113579111357911135791113579111357911135791113
00 01 02 03 04 05 06 07 08 09 10 11 12 13
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

20130410
36
Taiwan Rigid & Flex PCB Shipments
Broad Composite of 46 Taiwan-listed Manufacturers
NT$ Billions
32
28
24
20
16
12
8
Down 5% in 2012 vs 2011
4
0
13579111357911135791113579111357911135791113579111357911135791113579111357911135791113
01 02 03 04 05 06 07 08 09 10 11 12 13
Company Financial Releases
Unconsolidated company sales
CALENDAR YEAR

20130410
2700
Taiwan Rigid Laminate/Prepreg Vendors
Composite of 8 Large Manufacturers
NT$ (Thousands)
2400
2100
1800
1500
1200
900
600
Down 1% in 2012 vs 2011
300
0
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 1 4
02 03 04 05 06 07 08 09 10 11 12 13
Company Financial Releases
Unconsolidated company sales
CALENDAR YEAR
Elite Materials, Top Union Electronics, Taiwan Union Technology, Hwa Woei Laminate, Uniplus
Electronics, Iteq, Taiwan Leader Advanced Technology, Shinemore Technology

2012 Regional Semiconductor Materials Market
$47.1 Billion
20110218
S Korea
N America
16%
10%
Europe
Taiwan
22%
6%
18%
11%
17%
Japan
China
ROW
SEMI 4/2013

20130409
2012 Semiconductor Materials Market by Type
($ Billion)
Wafer Fabrication
49.6%
23.38
23.74
SEMI 4/2013
2012 Total $47.11 Billion
Packaging
50.4%

20130409
60.00
Semiconductor Materials Sales by Region
US$ Billions
50.00
42.66 42.51
44.85
47.84 47.11
40.00
34.83
30.00
20.00
10.00
0.00
2007 2008 2009 2010 2011 2012
Europe 3.68 3.32 2.51 3.22 3.31 3.03
N America 5.25 4.99 3.74 4.59 4.86 4.74
China 3.31 3.57 3.27 4.31 4.87 5.07
S Korea 6.10 5.90 4.73 6.35 7.27 7.33
ROW 6.79 6.90 6.05 7.59 8.21 8.09
Japan 9.19 9.96 7.66 9.39 9.21 8.53
Taiwan 8.34 7.87 6.87 9.40 10.11 10.32
SEMI 4/13 & prior SEMI estimates

20130408
50
US$ (Billions)
Global LED Market
Actual & Forecast
40
30
20
10
0
2009 2010 2011 2012 2013 2014 2015
Digitimes 3/13