Electronic Component Market Snapshot April 15, 2008
Posted by wenbi in : Electrical , 2 commentsElectronic components are at the core of all electric and electronic products and systems. The active components and passive component make the whole picture of electronic industry. The former typically encompasses semiconductors such as transistors, diodes, microprocessors, memories, power devices, as the latter include resistors, capacitors, ferrites, inductors, low and high frequency filters. Overall, the industry lasts to remain very innovative, competitive and ever-changing.
Active Component Market
Semiconductors
2004 was a fruitful year for the semiconductor industry, with global value of $213 billion, a rise of 28% over 2003. However, in 2005, the growth of semiconductor sales shrank sequentially in all geographic regions except the Asia-Pacific region, which inching up by 8.1%. Yet, in the second quarter of 2005, capacity utilization showed somewhat improved, with overall utilization rising to 89% from 86% of the first quarter.
In DRAM sector, cost reductions owing to increased production at advanced plants using 12-inch wafers, and some supply limitations owing to DRAM makers shifting production to flash memory, should elevate companies’ profitability in the third quarter of 2005. According to a new survey by Gartner, global semiconductor capital equipment sales are on pace to decrease about 12% to $33.1 billion in 2005, while last year equipment sales increased sharply to correct a serious under investment in equipment in the face of strong semiconductor demand. Now production capacity exceeds demand, and equipment manufacturers are seeing weaker demand. Worldwide wafer fab equipment spending is projected to decline 9.6% to $25.5 billion in 2005 and predicted to decline in 2006 as well and come back to positive growth in 2007.
TFT-LCDs
The global shipment of large-sized thin film transistor-liquid crystal display (TFT-LCD) panels celebrated their record-high sales of about 50 million units (global revenue as US$9.6 billion) in the second quarter of 2005, up 16% from the previous quarter, according to DisplaySearch. The increasingly stable prices and increasing shipment tend to boost the total global third-quarter revenue of large-sized panels to a new quarterly high of about US$11.1 billion. The second-quarter global revenue was US$9.6 billion. Notebook PC panel shipments inched up 9% quarter to quarter and 30% year-to-year to 13.9 million units in the second quarter of 2005. LCD monitor panel shipments jumped 17% Q/Q and 45% Y/Y to 28.3 million units. The 17-inch monitors are still king, rising to over 60% in the second quarter of 2005.
The shipment volume of 19-inch LCD monitor panels exceed its popularity over 15-inch with its share rising to 22%, while 15-inch panels dropped to 14%. LCD monitor panel revenues grew 19% Q/Q, but fell 12% Y/Y, to US$5 billion. LCD TV panel shipment soared 39% Q/Q and 84% Y/Y to six million units. 32-inch 1,366X768 pixel panels replaced 20-inch VGA as the dominant panel size with a 106% Q/Q growth. LCD TV panel revenue rose 41% Q/Q and 40% Y/Y to US$2.3B, overtaking notebook panels for the first time.
Passive Component Market
Generally speaking, the demands of passive components are often driven by those of active components. For example, every new semiconductor, even replacing some of the passive functions, generates new requirements in volume and performance for passive components. And a state-of-the-art processor typically demands 350 passive components around it, and digital TV shows more wanting needs for passives. Passive components continue to incorporate and integrate new functions, increase performance and minimize in sizes to adapt to the compact devices. The miniaturization of passive components has been even stronger than that of semiconductors over the last eleven years.
Passives are big deals, representing over $30 billion business worldwide. Mainland China and Taiwan are two major production centers as the former has nearly 1,200 makers and latter about 500. The both together manufacture about 980 billion units of passive components, basically in the form of capacitors, resistors and inductors. The output of capacitors in China reached 222 billion units in 2004 and estimated to grow 20% in 2005 and 2006 respectively. Taiwan accounts for about 8% of world capacitor output and 30% of MLCC(multi-layer ceramic capacitors), marking US$923 million in sales turnover for capacitors in 2004. Sales revenues are predicted to climb to US$1.02 billion and US$1.13 billion in 2005 and 2006 respectively, according to the Industrial Technology Research Institute (ITRI).
Unit production is forecast to reach 276 billion by 2005 and 330 billion in 2006. Passive components represent 7 billion Euros sales in Europe, yet only accounting for 2% of the value of electronic equipment and systems, namely a small percentage in value, yet in a large percentage in number, about 70% of the components used in electronic equipment and systems.
The global passive-component industry will grow 12-15% in 2005. However, the excess inventory can be worked off by the end of this year. In the first quarter of 2005, growing demand for handsets in Japan and China fueled the momentum for passive components.
Electrical - Electrical Industry in Mixed Moods March 5, 2008
Posted by wenbi in : Electrical , 1 comment so farWhile the electrical market lasts to mature, original equipment manufacturers (OEM), original design manufacturer (ODM) and moulders confront mounting pressure to reduce costs as struggling to achieve the optimal balance of functionality, appearance, productivity and cost reduction. However, dangers sometimes come with chances. Up-and-coming global outsourcing tide brings hopes to contract manufacturers. In facing the changeover, they react with mingled mood, half caution and half relief.
Motors Sizzling with Growing Replacement Demands
Although motors fix to their traditional design architecture, the innovation of miniature DC drive systems never ceases as industrial players continue to combat in achieving the next level of miniaturization, power to volume, and precision. Manufacturers work hard to customize to clients’ needs by providing a wide spectrum of custom and semi-standard options, including special bearing systems and lubrication, special commutation and brush systems, special coil voltages, extended temperature range versions, custom lead wires connectors, and cabling, modified shaft configurations, thru-shafts, and hollow shafts and modified motor geometry. Large IEC frame motors, which consist of frame sizes IEC80 to IEC500, account for the biggest share of market revenue and over the next few years is predicted to remain the major revenue contributor. Motor continues to be a sizzling market. According to the latest statistics from IMS Research, the low voltage segment of this market in Europe, the Middle East and Africa (EMEA) is expected to reach $1.7 billion. A crucial factor that contributes to this market’s overall robustness is the high proportion of motors that are made each year for replacement.
Battery Powered up 6.6% through 2008
It is predicted that world demand for primary and secondary batteries will climb 6.6% percent per year through 2008 to $65 billion. The growth momentum mainly comes from some developing regions such as Africa and the Mid-East, Eastern Europe, Latin America and Asia/Pacific, boosted by regional robust economic growth. Especially, China, Argentina, India, Iran, South Korea and the Ukraine will play the crucial roles too grab the best gains. The markets in industrialized countries like U.S. EU and Japan will also benefited from higher income levels, which result in mounting sales and use of many battery-powered products.
In the past decade years, there were several new batteries launched such as nickel-metal hydride, secondary lithium, zinc-air designs, rechargeable alkaline and lithium-ion, widely applied in portable computers and portable cordless hand tools. First developed in the 1960s and commercialized in 1970s, lithium batteries now have six lithium battery types, approximately 30 commercialized electrode couples, and over thousand specific designs. The new generation of lithium batteries has large scale of sizes available from king-size cells used for powering vehicles or storing significant amounts of utility power to queen-size cells capable of powering micro-electromechanical gears. The lithium battery technology takes the place of once-popular alkaline batteries and NiCad batteries and some tentative uses of NiMH batteries because of its inherent higher energy density, compact and longer operational time to meet the demands of next-generation portable electronics.
The sales of consumer-orient battery will outpace other market segments, spurred by soaring demand for products used to power high-drain portable electronic devices. The demands of non-lead-acid secondary batteries tend to outpace that for primary and lead-acid secondary types through 2008, fueled by the popularity of multifunction handheld devices with reduced recharging time. Lead-acid batteries keep gaining market in terms of value thanks to stronger growth in automotive output as the uses rise from the population of some applications like backup power supplies and industrial motive power.
Relays & Switches Get Minimized
Relays and switches continue to get minimized as jog switches and joy sticks are shrinking in size in offering more sophisticated user interface with cell phones, PDA’s, and other consumer electronics. The trend toward smaller loads, voltage, and amperage signal a more significant design challenge to switch and relay manufacturers than minimizing their physical size. Two of the prime drivers heading to smaller loads are portable, rechargeable devices and the nearly ubiquitous. Switch sales improved 17% in the first half of 2004 and soared largely in Q2 2004 as compared to the same period of last year, yet the market has declined in Q3 and predicted to further slow down in 2005. Still the switch market should still outperform the overall economy in 2005.
OEM & ODM Booming with Globalization Outsourcing
It’s difficult to find any company that completely manufactures its own products as most manufacturers in Europe and the United States make use of outsourcing to lower overall product cost. In response to changing global economic climate, world major players focus on giving the OEM greater flexibility, improved cost effectiveness, reduced cycle time, reduced time to market, and sustained or higher quality. In this case, outsourcing must be a valuable component of manufacturing strategies. Especially when demand is stable, inventory-holding costs low and labor a high proportion of total costs–overseas production in low-wage countries is a very attractive idea. In addition, when in changing economic situation, outsourcing can minimize the risk of dramatic change on business circle. Industry players could free themselves to spotlight on their core competencies and tighten R&D capability.
The original design manufacturers (ODMs) market grows stronger than OEMs (original equipment manufacturer) thanks to they will diversify their product offerings to their OEMs customers. ODMs also tends to outpace the electronics manufacturing services (EMS) market by about 11.5% annually and climb from about $40 billion in 2003 to $101 billion in 2008 while ODMs expand globally by adding product offerings and strengthening their design capabilities. Nevertheless, the EMS market will keep growing while its sales increase from about $92 billion in 2003 to more than $160 billion in 2008.
The 11th China Xiamen Machinery & Electronics Exhibition October 31, 2007
Posted by wenbi in : Electrical , add a comment |
||||||
|
The data is provided by the Organizer.
Electrical Industry in Mixed Moods October 18, 2007
Posted by wenbi in : Electrical , 2 commentsttnet.net - [2006/01/24]
While the electrical market lasts to mature, original equipment manufacturers(OEM), original design manufacturer(ODM) and molders confront mounting pressure to reduce costs as struggling to achieve the optimal balance of functionality, appearance, productivity and cost reduction. However, dangers sometimes come with chances. Up-and-coming global outsourcing tide brings hopes to contract manufacturers. In facing the changeover, they react with mingled mood, half caution and half relief.
Motors Sizzling with Growing Replacement Demands
Although motors fix to their traditional design architecture, the innovation of miniature DC drive systems never ceases as industrial players continue to combat in achieving the next level of miniaturization, power to volume, and precision. Manufacturers work hard to customize to clients’ needs by providing a wide spectrum of custom and semi-standard options, including special bearing systems and lubrication, special commutation and brush systems, special coil voltages, extended temperature range versions, custom lead wires connectors, and cabling, modified shaft configurations, thru-shafts, and hollow shafts and modified motor geometry. Large IEC frame motors, which consist of frame sizes IEC80 to IEC500, account for the biggest share of market revenue and over the next few years is predicted to remain the major revenue contributor. Motor continues to be a sizzling market. According to the latest statistics from IMS Research, the low voltage segment of this market in Europe, the Middle-East and Africa (EMEA) is expected to reach $1.7 billion. A crucial factor that contributes to this market’s overall robustness is the high proportion of motors that are made each year for replacement.
Battery Powered up 6.6% through 2008
It is predicted that world demand for primary and secondary batteries will climb 6.6% percent per year through 2008 to $65 billion. The growth momentum mainly comes from some developing regions such as Africa and the Mid-East, Eastern Europe, Latin America and Asia/Pacific, boosted by regional robust economic growth. Especially, China, Argentina, India, Iran, South Korea and the Ukraine will play the crucial roles too grab the best gains. The markets in industrialized countries like U.S. EU and Japan will also benefited from higher income levels, which result in mounting sales and use of many battery-powered products.
In the past decade years, there were several new batteries launched such as nickel-metal hydride, secondary lithium, zinc-air designs, rechargeable alkaline and lithium-ion, widely applied in portable computers and portable cordless hand tools. First developed in the 1960s and commercialized in 1970s, lithium batteries now has six lithium battery types, approximately 30 commercialized electrode couples, and over thousand specific designs. The new generation of lithium batteries has large scale of sizes available from king-size cells used for powering vehicles or storing significant amounts of utility power to queen-size cells capable of powering microelectromechanical gears. The lithium battery technology takes the place of once-popular alkaline batteries and NiCad batteries and some tentative uses of NiMH batteries because of its inherent higher energy density, compact and longer operational time to meet the demands of next-generation portable electronics.
The sales of consumer-orient battery will outpace other market segments, spurred by soaring demand for products used to power high-drain portable electronic devices. The demands of non-lead-acid secondary batteries tend to outpace that for primary and lead-acid secondary types through 2008, fueled by the popularity of multifunction handheld devices with reduced recharging time. Lead-acid batteries keep gaining market in terms of value thanks to stronger growth in automotive output as the uses rise from the population of some applications like backup power supplies and industrial motive power.
Relays & Switches Get Minimized
Relays and switches continue to get minimized as jog switches and joy sticks are shrinking in size in offering more sophisticated user interface with cell phones, PDA’s, and other consumer electronics. The trend toward smaller loads, voltage, and amperage signal a more significant design challenge to switch and relay manufacturers than minimizing their physical size. Two of the prime drivers heading to smaller loads are portable, rechargeable devices and the nearly ubiquitous. Switch sales improved 17% in the first half of 2004 and soared largely in Q2 2004 as compared to the same period of last year, yet the market has declined in Q3 and predicted to further slow down in 2005. Still the switch market should still outperform the overall economy in 2005.
OEM & ODM Booming with Globalization Outsourcing
It’s difficult to find any company that completely manufactures its own products as most manufacturers in Europe and the United States make use of outsourcing to lower overall product cost. In response to changing global economic climate, world major players focus on giving the OEM greater flexibility, improved cost effectiveness, reduced cycle time, reduced time to market, and sustained or higher quality. In this case, outsourcing must be a valuable component of manufacturing strategies. Especially when demand is stable, inventory-holding costs low and labor a high proportion of total costs–overseas production in low-wage countries is a very attractive idea. In addition, when in changing economic situation, outsourcing can minimize the risk of dramatic change on business circle. Industry players could free themselves to spotlight on their core competencies and tighten R&D capability.
The original design manufacturers (ODMs) market grows stronger than OEMs (original equipment manufacturer) thanks to they will diversify their product offerings to their OEMs customers. ODMs also tends to outpace the electronics manufacturing services (EMS) market by about 11.5% annually and climb from about $40 billion in 2003 to $101 billion in 2008 while ODMs expand globally by adding product offerings and strengthening their design capabilities. Nevertheless, the EMS market will keep growing while its sales increase from about $92 billion in 2003 to more than $160 billion in 2008.
Electronic Component Market Snapshot
Posted by wenbi in : Electrical , add a commentttnet.net - [2006/01/24]
Electronic components are at the core of all electric and electronic products and systems. The active components and passive component make the whole picture of electronic industry. The former typically encompasses semiconductors such as transistors, diodes, microprocessors, memories, power devices, as the latter include resistors, capacitors, ferrites, inductors, low and high frequency filters. Overall, the industry lasts to remain very innovative, competitive and ever-changing.
Active Component Market
Semiconductors
2004 was a fruitful year for the semiconductor industry, with global value of $213 billion, a rise of 28% over 2003. However, in 2005, the growth of semiconductor sales shrank sequentially in all geographic regions except the Asia-Pacific region, which inching up by 8.1%. Yet, in the second quarter of 2005, capacity utilization showed somewhat improved, with overall utilization rising to 89% from 86% of the first quarter.
In DRAM sector, cost reductions owing to increased production at advanced plants using 12-inch wafers, and some supply limitations owing to DRAM makers shifting production to flash memory, should elevate companies’ profitability in the third quarter of 2005. According to a new survey by Gartner, global semiconductor capital equipment sales are on pace to decrease about 12% to $33.1 billion in 2005, while last year equipment sales increased sharply to correct a serious underinvestment in equipment in the face of strong semiconductor demand. Now production capacity exceeds demand, and equipment manufacturers are seeing weaker demand. Worldwide wafer fab equipment spending is projected to decline 9.6% to $25.5 billion in 2005 and predicted to decline in 2006 as well and come back to positive growth in 2007.
TFT-LCDs
The global shipment of large-sized thin film transistor-liquid crystal display (TFT-LCD) panels celebrated their record-high sales of about 50 million units (global revenue as US$9.6 billion) in the second quarter of 2005, up 16% from the previous quarter, according to DisplaySearch. The increasingly stable prices and increasing shipment tend to boost the total global third-quarter revenue of large-sized panels to a new quarterly high of about US$11.1 billion. The second-quarter global revenue was US$9.6 billion. Notebook PC panel shipments inched up 9% quarter to quarter and 30% year-to-year to 13.9 million units in the second quarter of 2005. LCD monitor panel shipments jumped 17% Q/Q and 45% Y/Y to 28.3 million units. The 17-inch monitors are still king, rising to over 60% in the second quarter of 2005.
The shipment volume of 19-inch LCD monitor panels exceed its popularity over 15-inch with its share rising to 22%, while 15-inch panels dropped to 14%. LCD monitor panel revenues grew 19% Q/Q, but fell 12% Y/Y, to US$5 billion. LCD TV panel shipment soared 39% Q/Q and 84% Y/Y to six million units. 32-inch 1,366X768 pixel panels replaced 20-inch VGA as the dominant panel size with a 106% Q/Q growth. LCD TV panel revenue rose 41% Q/Q and 40% Y/Y to US$2.3B, overtaking notebook panels for the first time.
Passive Component Market
Generally speaking, the demands of passive components are often driven by those of active components. For example, every new semiconductor, even replacing some of the passive functions, generates new requirements in volume and performance for passive components. And a state-of-the-art processor typically demands 350 passive components around it, and digital TV shows more wanting needs for passives. Passive components continue to incorporate and integrate new functions, increase performance and minimize in sizes to adapt to the compact devices. The miniaturization of passive components has been even stronger than that of semiconductors over the last eleven years.
Passives are big deals, representing over $30 billion business worldwide. Mainland China and Taiwan are two major production centers as the former has nearly 1,200 makers and latter about 500. The both together manufacture about 980 billion units of passive components, basically in the form of capacitors, resistors and inductors. The output of capacitors in China reached 222 billion units in 2004 and estimated to grow 20% in 2005 and 2006 respectively. Taiwan accounts for about 8% of world capacitor output and 30% of MLCC(multi-layer ceramic capacitors), marking US$923 million in sales turnover for capacitors in 2004. Sales revenues are predicted to climb to US$1.02 billion and US$1.13 billion in 2005 and 2006 respectively, according to the Industrial Technology Research Institute (ITRI).
Unit production is forecast to reach 276 billion by 2005 and 330 billion in 2006. Passive components represent 7 billion Euros sales in Europe, yet only accounting for 2% of the value of electronic equipment and systems, namely a small percentage in value, yet in a large percentage in number, about 70% of the components used in electronic equipment and systems.
The global passive-component industry will grow 12-15% in 2005. However, the excess inventory can be worked off by the end of this year. In the first quarter of 2005, growing demand for handsets in Japan and China fuelded the momentum for passive components.
