Market News

BANNOCKBURN, IL – North American rigid and flex printed circuit board shipments combined in September decreased 12% year-over-year. Orders dropped 18.4% from September 2010, says IPC.

Year to date, shipments were down 0.2%, and orders fell 9.6%. Sequentially, PCB shipments for September increased 4.9%, and orders decreased 7.3%. 

The book-to-bill ratio fell to 0.99. A ratio of more than 1.0 suggests that current demand is ahead of supply, which is a positive indicator for sales growth over the next two to three months.

Rigid board shipments were down 13.1%, while orders dropped 19.9% compared to the same month last year. The rigid book-to-bill dipped just below parity at 0.99.

Year to date, rigid PCB shipments decreased 0.4%, and orders declined 10.8%. Sequentially, rigid board shipments increased 3.5%, and orders decreased 8.9%.

Flex circuit board shipments for the month were down 0.7%, and orders declined 1.8% compared to September 2010. The flex book-to-bill fell to 0.97.         

Year to date, flex board shipments increased 1.6%, and orders were up 3%. Sequentially, shipments increased 20.1%, and orders were up 9.9%.

“Sales and orders were both under last year’s levels in September,” said IPC. “Bookings have been especially sluggish, and that has caused a drop in the book-to-bill ratio; although it is still very near parity, which suggests that flat sales are the likely near-term scenario.”

Rigid circuit boards represent an estimated 89% of the current industry in North America. In September, 85% of total shipments reported were domestically produced. Domestic production accounted for 85% of rigid and 83% of flex shipments.

SAN JOSE – North America-based semiconductor equipment manufacturers reported a sharp drop in orders in September, continuing a summer-long decline.

Read more ...

TOKYO – Japan-based semiconductor equipment makers reported a book-to-bill ratio of 0.75 in September, dropping for the third consecutive month, says the Semiconductor Equipment Association of Japan.

Japan-based manufacturers of semiconductor equipment received $1.04 billion in orders during the month, down 4.5% sequentially. Orders fell 37.9% compared to September 2010.

Billings for September were $1.4 billion, down 3.2% sequentially and down 5% year-over-year, says the association.

STAMFORD, CT – A leading research firm this week laid down the Top 10 technologies to watch, use, buy, order and manufacture for 2012.

Read more ...

FRANKFURTGerman PCB manufacturers reported July revenue rose 0.8% year-over-year.

For the month, new orders were 2.7% below the long-term average; however, it was also the fourth-best mark in the last decade, says ZVEI PCB and Electronic Systems. The July book-to-bill ratio was 1.06, meaning 106 euros worth of orders were received for every 100 euros worth of printed circuit boards shipped.

Year to date through July, the country’s PCB industry revenue went up 15.5% compared to the same period last year. New employee hires are up 7.3% year-over-year, says ZVEI.


TAIPEI – Third-quarter global tablet PC shipments hit 18.7 million units, up 27.5% sequentially, compared to sequential growth of 60.9% in the second quarter, says Digitimes Research.

As a result of a weak global economy, Apple's iPad shipments did not meet third-quarter expectations with 13 million units, up 36.8% sequentially.

Most non-iPad tablet PCs endured high inventory issues during the period, according to Digitimes Research. Also, many launches of new tablet PC products have been postponed. Shipments of non-iPad tablet PCs only grew 10.1% sequentially.

For tablet PC CPUs, Nvidia was the No. 2 supplier in terms of shipments, while Texas Instruments fell to No. 4. Inventec is now the No. 2 ODM, with Quanta Computer falling to No. 5.

 

Page 283 of 456