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A deep dive<br />
Special Report: Shop Talk – China, ASEAN and robotics<br />
Figure 18: Where are your major business partners?<br />
% of respondents<br />
Figure 19: How easy is it to borrow money, now vs 2014?<br />
% of respondents<br />
ASEAN<br />
Emerging<br />
Asia<br />
Europe<br />
USA<br />
China<br />
0% 10% 20% 30% 40% 50% 60%<br />
Source: Standard Chartered Research<br />
Move capacity out of China<br />
Move capacity inland<br />
Invest more in capital equipment<br />
Harder<br />
Same<br />
Easier<br />
0% 20% 40% 60%<br />
Source: Standard Chartered Research<br />
Semiconductor fabrication<br />
Component manufacturer<br />
Semiconductor manufacturing equipment<br />
Electronics packaging assembly<br />
Non-electronics<br />
Figure 20: Impact of CNY depreciation on your business<br />
% of respondents<br />
50%<br />
Very negative Somewhat negative No change Somewhat positive Very positive<br />
45%<br />
40%<br />
35%<br />
30%<br />
25%<br />
20%<br />
15%<br />
10%<br />
5%<br />
0%<br />
Component manufacture<br />
Electronics packaging<br />
assembly<br />
Non-electronics<br />
manufacturing<br />
Semiconductor fabrication<br />
Semiconductor<br />
manufacturing equipment<br />
All manufacturers<br />
Source: Standard Chartered Research<br />
Figure 21: How do you see orders in the next six months?<br />
% of respondents<br />
40%<br />
35%<br />
30%<br />
25%<br />
20%<br />
15%<br />
10%<br />
5%<br />
0%<br />
Semiconductor<br />
fabrication<br />
Source: Standard Chartered Research<br />
+30% +20% +10% no change<br />
-10% -20% -30% -40%<br />
Component<br />
manufacturer<br />
Semiconductor<br />
mftg equipment<br />
Electronics<br />
packaging<br />
assembly<br />
Non-electronics<br />
Figure 22: How do you see orders in the next six months?<br />
% change from 2015<br />
0%<br />
-2%<br />
-4%<br />
-6%<br />
-8%<br />
-10%<br />
-12%<br />
-11.0%<br />
Semiconductor<br />
fabrication<br />
-7.6%<br />
Component<br />
manufacturer<br />
Source: Standard Chartered Research<br />
-10.8%<br />
Semiconductor<br />
mftg equipment<br />
-9.8%<br />
Electronics<br />
packaging<br />
assembly<br />
-4.0%<br />
Non-electronics<br />
19 July 2016 26
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