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

20120720
Industrial Production - World
% Change vs. One Year Earlier
Economist 7/2012 www.economist.com Output, prices and jobs

20120723
Global Electronic Equipment Shipment Growth
1.6 3/12 rate of growth in local currency Taiwan/China
Europe
Japan
USA
1.5
0 Growth
1.4
1.3
1.2
1.1
1
0.9
0.8
0.7
0.6
Europe = Eurostat EU27 NACE C26 (computer, electronic & optical products)
1 4 710 1 4 7 10 1 4 7 101 4 710 1 4 710 1 4 710 1 4 7 10 1 4 7 101 4 710 1 4 710 1 4 7 10 1 4 7 10 1 4 7
00 01 02 03 04 05 06 07 08 09 10 11 12
CALENDAR YEAR

Japan Electronic Equipment Production by Month
2000 to Present
20120722
800 Yen Billion Consumer Electronic Equipment
700
600
Elec Application Equip
Electronic Business Machines
Computers & Related Equipment
Communications Equipment
Electronic Measuring Instrumentation
500
400
300
200
100
0
1 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
00 01 02 03 04 05 06 07 08 09 10 11 12
JEITA www.jeita.or.jp/
CALENDAR YEAR

20120722
Japan Electronic Equipment Production
2000 to Present
Elec Application Equip
2000 Yen billion Electronic Business Machines
-1%
-6%
+8%
Consumer Electronic Equipment
-4% -4%
1500
-6%
-32% +6%
-23%
Computers & Related Equipment
Communications Equipment
Electronic Measuring Instrumentation
-1%
1000
500
0
1 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
00 01 02 03 04 05 06 07 08 09 10 11 12
JEITA www.jeita.or.jp/
CALENDAR YEAR

20120722
Japan PCB Shipments
100
Yen (billion)
80
60
40
20
2010/2009
+16%
0
1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1
82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12
www.jpca.org/kikaitoukei/kikai2012.xls
CALENDAR YEAR

20120723
1.6
1.5
1.4
1.3
1.2
1.1
1
0.9
0.8
0.7
0.6
0.5
3/12 rate of change
Japan PCB Shipments
0.4
1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1
84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12
www.jpca.org/kikaitoukei/kikai2011.xls
CALENDAR YEAR

20120722
1.6
1.5
1.4
1.3
1.2
1.1
1
0.9
0.8
0.7
0.6
Japanese Electronic Component & Device
Production
3/12 RATE OF CHANGE
Zero Growth Devices Components
0.5
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
01 02 03 04 05 06 07 08 09 10 11 12
CALENDAR YEAR
JEITA www.jeita.or.jp/

20120723
Regional PCB Shipment Growth
1.9 3/12 rate of growth in local currency Europe
Taiwan/China
1.8
1.7
1.6
1.5
1.4
1.3
1.2
1.1
1
0.9
0.8
0.7
0.6
0.5
0.4
1 4 7 101 4 710 1 4 710 1 4 7 10 1 4 7 10 1 4 7 101 4 710 1 4 7 10 1 4 7 10 1 4 7 101 4 710 1 4 710 1 4 7
00 01 02 03 04 05 06 07 08 09 10 11 12
CALENDAR YEAR
Japan
N America
0 Growth
Sources: IPC, JPCA, Taiwan/China composite; modified SIA chip shipments to approximate Europe

20120723
World PCB Monthly Shipments
Converted @ Constant 2010 Exchange Rates
4 $ Billions N America Europe Japan ROA
3
2
1
0
13579111357911135791113579111357911135791113579111357911135791113579111357911135791113579111357
99 00 01 02 03 04 05 06 07 08 09 10 11 12
Source: Custer Consulting Group
CALENDAR YEAR

20120723
World PCB Monthly Shipments
Converted @ Constant 2008 Exchange Rates
6 $ Billion N America Europe Japan ROA ROW
5
4
3
2
1
0
1357911135791113579111357911135791113579111357911135791113579111357911135791113579111357911135
99 00 01 02 03 04 05 06 07 08 09 10 11 12
Source: Custer Consulting Group
CALENDAR YEAR

20120723
100%
World PCB Monthly Shipments
Converted @ Constant 2007 Exchange Rates
80%
N America Europe Japan ROA ROW
60%
40%
20%
0%
1357911135791113579111357911135791113579111357911135791113579111357911135791113579111357911135
99 00 01 02 03 04 05 06 07 08 09 10 11 12
Source: Custer Consulting Group
CALENDAR YEAR

20120723
World PCB Monthly Shipments (with forecast)
Converted @ Constant 2010 Exchange Rates
5 Thousands N America Europe Japan ROA
4
3
2
1
0
135791113579111357911135791113579111357911135791113579111357911135791113579111357911135791113579111
99 00 01 02 03 04 05 06 07 08 09 10 11 12 13
Source: Custer Consulting Group
CALENDAR YEAR

20120723
60 $ Billion
50
40
World PCB Shipments (with forecast)
Converted @ Constant 2010 Exchange Rates
Growth calculations:
Europe = composite European SIA & local PCB
assoc data
Japan & N. America from JPCA & IPC data
Taiwan/China:46 rigid & flex company
composite
Rest of Asia growth = Taiwan/China 44
company composite
+19%
-14%
-1%
0%
30
20
31.6 38.6 31.2 29.4 31.7 37.6 42.9 51.7 54.3 53.2 45.9 54.5
1 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 9111 3 5 7 9111
99 00 01 02 03 04 05 06 07 08 09 10 11 12 13
53.8
53.8
CALENDAR YEAR
Source: Custer Consulting Group - 2010 base year expanded by monthly growth of N. American,
European, Japanese & Taiwan/China monthly PCB shipments

20120723
World Global PMI, Electronic Equipment, PCB &
Semiconductor Shipments
3/12 rate of change
1.5
PCB "0" Growth SIA
El Equip Global PMI
1.3
1.1
0.9
0.7
0.5
3 6 9123 6 9123 6 9123 6 9123 6 9123 6 9123 6 9123 6 9123 6 9123 6 9123 6 9123 6 9123 6
00 01 02 03 04 05 06 07 08 09 10 11 12
CALENDAR YEAR
Source: Custer Consulting Group

20120723
CCG Global PCB Leading Indicator
vs Global PCB Shipments
3/12 rate of change
1.5
PCB Shipments
PCB Leading Indicator
"0" Growth
1.3
1.1
0.9
0.7
0.5
1 2 3 4 5 6 7 8 9101 121 2 3 4 5 6 7 8 9101 121 2 3 4 5 6 7 8 9101 121 2 3 4 5 6 7 8 9101 121 2 3 4 5 6 7 8 9101 121 2 3 4 5 6 7 8 9101 121 2 3 4 5 6 7 8 9101 121 2 3 4 5 6 7
05 06 07 08 09 10 11 12
CALENDAR YEAR
Source: Custer Consulting Group

20020720
N American Semiconductor Equipment Industry
Book/Bill Ratio
1.6 B/B (3 Month Avg) Production Equipment
1.4
Not Chips
1.2
1
0.8
0.6
0.4
1012 2 4 6 8 10122 4 6 8 1012 2 4 6 8 1012 2 4 6 8 10122 4 6 8 1012 2 4 6 8 1012 2 4 6 8 1012 2 4 6 8 1012 2 4 6 8 1012 2 4 6 8 10122 4 6 8 1012 2 4 6 8 1012 2 4 6
99 00 01 02 03 04 05 06 07 08 09 10 11 12
SOURCE Semiconductor Equipment and Materials International
http://www.semi.org

20120720
N American Semiconductor Equipment Industry
Shipments & Orders
3500 $M
3000
Shipments
2500
Orders
2000
1500
1000
500
0
1357911135791113579111357911135791113579111357911135791113579111357911135791113579111357
00 01 02 03 04 05 06 07 08 09 10 11 12
SOURCE Semiconductor Equipment and Materials International
http://www.semi.org

20120722
Major Capital Spenders Planning 2012
$M
2011 2012F 12/11 %
Intel 10,764 12,500 16%
Samsung 11,755 13,100 11%
TSMC 7,333 8,250 13%
Hynix 3,165 3,680 16%
UMC 1,585 2,000 26%
Rohm 385 685 78%
Subtotal 34,987 40,215 15%
Others 30,568 23,055 -25%
WW Total 65,555 63,270 -3%
IC Insights 7/12