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20111110 60.0 40.0 20.0 0.0 -20.0 -40.0 Large EMS Providers Composite of 10 Public Companies Quarterly Revenue Growth Excludes Foxconn 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 01 02 03 04 05 06 07 08 09 10 11 Benchmark+Pemstar, Celestica, Elcoteq, Flextronics+Solectron, Jabil, Plexus, Sanmina-SCI, Sypris, Universal Scientific, Venture Mfg
20111111 700 650 600 550 500 450 400 350 300 250 200 150 100 50 0 Taiwan ODM Companies Composite Sales of 10 Large Manufacturers NT$ (Billions) 2010/2009 +34% 13579111357911135791113579111357911135791113579111357911135791113579111357911135791113579111357911 98 99 00 01 02 03 04 05 06 07 08 09 10 11 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
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 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: 20050118 EMS & ODM Companies
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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