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20111114 European Electronic Supply Chain Growth 3Q'11 vs 3Q'10 Electronic Equipment Consumer Electronics Office equipment Instruments & Controls Medical electronics Automotive electronics Computer & Periperals Domestic Electric Appliances Motor Vehcles Semiconductors (SIA) Electronic components & boards Loaded electronic boards Wiring devices -20 % Change Euro denominated growth rates; Eurostat, SIA & Custer Consulting Group -11 -6 -10 -5 -2 3 3 8 10 13 17 24 27 31 0 10 20 30 40
20050118 20110705 Business Conditions 2010 through mid-2011 was a period of significant growth. Excess ordering & inventory building occurred. Electronic supply chain expansion has recently stalled. Solar/photovoltaic growth has slowed. Major Issues: - Europe's tighter fiscal policies, squeezed consumer purchasing power & sovereign-debt tensions - U.S. high unemployment & political wrangling - China's rising costs, labor shortages & real estate bubble. - Japan's strong yen hurting exports & ongoing effects of earthquake & nuclear disaster - Thailand flooding (shifting business to Europe short term)
Page 1: 20111115 BUSINESS OUTLOOK GLOBAL EL
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 and 24: 20050118 Volume SE Asian Markets
Page 25 and 26: 120 100 80 60 40 20 0 Smartphone Un
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
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20110914 2010 World Rigid & Flex PC
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20111111 36 32 28 24 20 16 12 8 4 0
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20100711 M Gasch 6/2011 2010 Europe
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20111115 2.2 2.1 2 1.9 1.8 1.7 1.6
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20111026 IPC N American Rigid PCB S
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20111111 1.9 1.8 1.7 1.6 1.5 1.4 1.
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20111031 4 Thousands 3 2 1 0 World
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20091008 Useful Leading Indicators
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20111102 1.7 1.6 1.5 1.4 1.3 1.2 1.
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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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