Download the charts from my presentation. - TTI Inc.

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20111110 200 150 100 50 Computer, Data Storage, Datacom & Telecom Equipment Suppliers Composite of 43 Public Companies 0 -50 $ Billion 3Q'11 Financials estimated based upon partial data +7% 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 00 01 02 03 04 05 06 07 08 09 10 11 Revenue 94 100105110 93 97 91 96 83 85 85 94 85 88 91 105 98 99 101116105108111124113118122138126135141162145154153149125132138161144152162186167175173 <strong>Inc</strong>ome 8 8 7 6 -5 -7 -12 0 1 -13 -3 -0 3 3 5 7 6 7 7 10 8 9 9 12 9 9 11 13 10 13 12 12 11 10 9 2 7 10 10 16 12 14 17 22 18 18 18 Inventory 38 40 44 45 46 39 33 29 27 25 24 22 21 22 21 21 22 24 24 23 24 24 25 24 26 27 29 29 29 32 33 32 34 35 35 30 28 27 27 27 27 30 32 34 34 36 38 Computer 11, Internet 5, Storage 10, Communication 11
120 100 80 60 40 20 0 Smartphone Unit Shipments Units (Millions) 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 07 08 09 10 11 400 300 200 100 20 Volume Market Drivers Media Tablet Shipments Emerging & Mature Markets 64 110 163 0 2010 2011 2012 2013 2014 2015 2016 2017 Mature 17 39 70 99 120 140 163 182 Emerging 4 25 40 64 88 119 148 185 209 259 311 367
Page 1 and 2: 20111115 BUSINESS OUTLOOK GLOBAL EL
Page 3 and 4: 20050118 20110705 Business Conditio
Page 5 and 6: 20050118 Global & European Economie
Page 7 and 8: 20111114 120 115 110 105 100 95 90
Page 9 and 10: 20111006 World Electronic Equipment
Page 11 and 12: 20111110 25.0 20.0 15.0 10.0 5.0 0.
Page 13 and 14: European Computer, Electronic & Opt
Page 15 and 16: 20111111 800 600 400 200 Taiwan/Chi
Page 17 and 18: 20111114 Global Electronic Equipmen
Page 19 and 20: 20111114 100 80 60 40 20 0 World El
Page 21 and 22: 20050118 End Markets - Asian Volume
Page 23: 20050118 Volume SE Asian Markets
Page 27 and 28: 20050118 Automotive Electronics
Page 29 and 30: 20111114 120 100 80 60 40 Eurostat,
Page 31 and 32: 20111114 140 130 120 110 100 Europe
Page 33 and 34: 20111110 20.0 15.0 10.0 5.0 0.0 -5.
Page 35 and 36: 20111110 35 30 25 20 15 10 5 0 -5 $
Page 37 and 38: 20050118 Semiconductors
Page 39 and 40: 20111031 30 25 20 15 10 5 0 SIA Wor
Page 41 and 42: 20111114 Semiconductor Shipments to
Page 43 and 44: 20110913 Semiconductor Capital Equi
Page 45 and 46: 20050118 Solar/Photovoltaic
Page 47 and 48: 20111111 Taiwan Solar/Photovoltaic
Page 49 and 50: 20111111 800 600 400 200 0 DMASS Eu
Page 51 and 52: 20050118 EMS & ODM Companies
Page 53 and 54: 20111111 700 650 600 550 500 450 40
Page 55 and 56: 20110914 2010 World Rigid & Flex PC
Page 57 and 58: 20111111 36 32 28 24 20 16 12 8 4 0
Page 59 and 60: 20100711 M Gasch 6/2011 2010 Europe
Page 61 and 62: 20111115 2.2 2.1 2 1.9 1.8 1.7 1.6
Page 63 and 64: 20111026 IPC N American Rigid PCB S
Page 65 and 66: 20111111 1.9 1.8 1.7 1.6 1.5 1.4 1.
Page 67 and 68: 20111031 4 Thousands 3 2 1 0 World
Page 69 and 70: 20091008 Useful Leading Indicators
Page 71 and 72: 20111102 1.7 1.6 1.5 1.4 1.3 1.2 1.
Page 73 and 74: 20111102 1.5 1.3 1.1 0.9 0.7 0.5 3/
Page 75 and 76:
20111114 Electronic Equipment Produ
Page 77 and 78:
20111102 World Global PMI, Electron
Page 79:
20050118 20110622 Growth has now sl
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