Post on 06-Apr-2018
8/3/2019 Ideanews 01 Web
1/17www.ideaelectronics.com
IV - Q4 2011: at least the book:billratio recovered!
VI - The Slumbering Bear:The Russian ElectronicComponents Market...
VIII - Fortronic:an international success
IX - 2012 China Market outlook
X - 16th year othe SPDEI trophes Awards
XI -A challenging year orthe US market
XII - High-Speed Back & MidplaneConnectors continue to evolve
XVI - Electronics Market: Europeat the crossroads
I
ADEC - South AfricaAssociation of Distributorsof Electronic Components
ARDEC - RussiaAutonomous Registerof Distributors of Electronic Components
ASSODEL - ItalyAssociazione Nazionale Fornitori Elettronica
CEDA - ChinaChina Electronics Distributor Alliance
ECAANZ - AustraliaElectronic Components Association
Australia and New Zealand
ECIA - United StatesElectronic Components Industry Association
ECSN - United KingdomElectronic Components Supply Network
ELCINA - IndiaElectronic Industries Association of India
FBDI - GermanyFachverband der Bauelemente Distribution
FEDELEC - TunisiaTunisian Federation of Electricand Electronic Industries
SE - Sweden The Swedish Electronics Trade Associations
JEpIA - JaanJapan Electronic Products Importers Association
SpDEI - FranceSyndicat Professionnel de la Distributionen Electronique Industrielle
India: 2011National Policyon Electronics
February 2012
FEBRUARY
2012
Eectrnics Industry reprted at USD 1.75 Triin
gbay is the argest and astest grwing
manuacturing industry in the wrd. It is
expected t reach USD 2.4 Trillion by 2020.
The demand in the Indian market was USD 45 Biin
in 2008-09 and is expected t reach USD 400 Billion
by 2020. Dmestic demand is driven by grwth in
incme eves eading t higher -take eectrnics
prducts, autmatin demands crprate sectr
and the gvernments cus n e-gvernance.
The dmestic prductin in 2008-09 was abut
USD 20 Biin but is sadded with w vaue-additin
due t varius structura chaenges resuting in high
csts. At the current rate grwth, the dmestic
prductin can cater t a demand USD 100 Biin
in 2020 as against a prjected demand USD 400
Biin and the rest wud have t be met by
imprts. This aggregates t a demand suppy gap
neary USD 300 Biin by 2020 and uness the
situatin is crrected, it is ikey that by 2020, the
eectrnics imprt wi exceed i imprts.
India is a recgnised gba payer in stware andstware services sectr. It ags behind in eectrnics
hardware manuacturing capabiities, thugh it is
increasingy becming a destinatin r chip design
and embedded stware. The visin the Picy is
t transrm India int a gba hub r electronics
system design and manuacturing (ESDM) s as tmeet the grwing dmestic and gba demand.
The National Policy o Electronics 2011 envisins
creating a gbay cmpetitive ESDM industry
incuding nan-eectrnics t meet the cuntrys
needs and serve the internatina market.
The Main Policy objecTives are:
1.T achieve a turnver abut USD 400 Biin by2020 invving investment abut USD 100 Biin
and empyment t arund 28 miin by 2020.
2. T set up ver 200 Electronic Manuacturingclusters.
3. T signicanty upscae high-end human resurcecreatin t 2500 PhDs annually by 2020 in the
sectr.
This picy is the resut a strng reaizatin within
the Gvernment India abut the huge ptentia
this industry and reentess erts by a stakehders
t arrive at a cnsensus n the causes the sw
grwth and steps required t rectiy the situatin. The
chaenge in preparing such a picy is t cnvergedivergent interests and dvetai them with natina
bjectives as we as ecnmic interests industry
which drive investments and prgress.
The picy itse is wrthy praise but the key t
ASSOCIATIONS
INTERNATIoNAl DISTRIBUTIoN oF ElECTRoNICS ASSoCIATIoN
federatIon
n 1 - 2012
News IDEA
The National Policy oElectronics, 2011 envisions
creating a globally competitiveElectronics System Design &Manuacturing (ESDM) industry
including nano-electronics
Adam Fletcher
Chairman of IDEA
We are delighted to provide IDEA membersand readers with a summary and early insight
into Indias National Policy on Electronics, itmakes ascinating reading... It highlights Indiascultural ability to weave the benefts o managedand ree market economies in developing a policyor an entire sector that is managed but whereentrepreneurship also has a leading role...
As the Indian electronics sector develops it willcreate many opportunities or collaboration in arapidly expanding economy that is politically stable,has well established legal systems and is open orbusiness.
Vision or establishing a globally
competitive industry by 2020 fnal drat
by Rajoo Goel
Elcina
www.elcina.com
iMPorTanT!spage XVI ils mjEuroean IDEA conference.
8/3/2019 Ideanews 01 Web
2/17www.ideaelectronics.com
News
I E I L
ELE I
LIE
II
its success ies in impementatin.
T create a globally competitive
electronics design and manuacturing
industry, a t grund wrk needst be dne. Huge investments are
required thrughut the Vaue Chain
as there are big gaps at a eves.
sTraTegies To achieve
The objecTives
In rder t impement its objectives,
the Picy prvides r the wing
strategic actins ver the next decade:
Prvide attractive sca incentives
acrss the vaue chain the
ESDM sectr thrugh a Mdied
Specia Incentive Package Scheme
(M-SIPS) t eiminate the disabiity
csts in manuacturing
Faciitate setting up
Semicnductr Waer Fab aciities
and its ec-system r design
and abricatin chips and chip
cmpnents.
Prvide Preerentia Market Access
r dmesticay manuacturedand designed eectrnic prducts
speciay r which IPR resides
in India t address strategic
and security cncerns the
Gvernment cnsistent with
internatina cmmitments.
Faciitate setting up ver 200
Eectrnic Manuacturing Custers
(EMCs) with wrd cass gistics
and inrastructure and easy t d
business aciities. Prvide nancia, sca and gistics
assistance r setting up
Greenfeld EMCs and upgrade the
existing Brownfeld EMCs.
EMCs t use Inrmatin
Techngy Investment Regin
(ITIR) inrastructure wherever
avaiabe as we as avai benets
Natina Manuacturing Picy
and Natina Investment and
Manuacturing Znes (NIMZs).
Estabish a stabe tax regime
(bth at the Centra and State
eve) cnducive t attract gba
investments and t encurage
eectrnics sectr thrugh
apprpriate sca incentives and
taxatin mechanisms.
T decare mbie phnes
specicay and ther eectrnics
prducts r data cmmunicatin
as gds specia imprtance
under the Centra Saes Tax Act.
ProMoTion of exPorTs
The Picy gives specia emphasis
n exprts t generate vumes and
The ElectronicsIndustry demand in
the Indian market wasUSD 45 Billion in2008-09 and is
expected to reach USD400 Billion by 2020
ecnmies scae by prviding
requisite incentives and by streamining
prcedures and gistics t aciitate
imprt cmpnents/sub-systems
and exprt prducts.
Prmtin Exprts wud incudesupprt thrugh the Focus Products
Scheme and t emerging markets t
an expanded ist items under the
ESDM sectr incuding EMS industry,
fsca supprt t ITA-1/zer duty
eectrnics prducts, supprt recatin
manuacturing aciities t India, as
we as market and shwcase chip
design, prduct design and embedded
stware industry capabiities.
huMan resource DeveloPMenT
HRD has been given specia
imprtance in the picy t create a
arge p skied manpwer t drive
grwth in eectrnics manuacturing.
The key identied actins are as
ws:
T wrk csey with Private Sectr,
Universities and ther Institutins
earning and t design prgrammes
t ensure that adequate trained and
skied manpwer is avaiabe t the
industry.
Faciitate enhancement the
number graduates and ther
skied manpwer by suitaby
increasing capacities in ceges/
ITIs and Pytechnics.
T supprt creatin capacities
within academic institutins t
prduce adequate number PhDs
and pst-graduates r research inchip design, embedded stware
and bard/hardware design
industry in the cuntry.
Set up ski-riented curses and
training prgrammes r eectrnic
design ang with hands-n training
abratries r ESDM.
Creatin a speciaized Institute
r semicnductr design; Very
large Scae Integratin (VlSI) chip
design t incude arger number ceges and students everaging
the Natina Knwedge Netwrk.
Faciitate acuty devepment in
varius ESDM reated subjects.
DeveloPing anD ManDaTing
sTanDarDs
The picy envisages t curb infw
sub-standard and unsae eectrnic
prducts by mandating technica and
saety standards and devep Indian
standards t meet specic Indian
cnditins incuding cimatic, pwer
suppy and handing cnditins etc.,
The policy envisages to achieve theollowing key objectives, amongothers:
To create an eco-system or aglobally competitive ESDM sectorin the country to achieve a turnovero about USD 400 Billion by 2020involving investment o about USD100 Billion and employment to 28Million people.
Build on the emerging chip designand embedded software industryto achieve global leadership inVLSI, chip design and other rontiertechnical areas and to achieveturnover o USD 55 Billion by 2020.
To increase the export in ESDMsector rom USD 5.5 Billion toUSD 80 Billion by 2020. Enhanceavailability o skilled manpowerin the ESDM sector with Specialocus or augmenting post graduateeducation and to produce about2500 PhDs annually by 2020.
To create an institutionalmechanism or developingand mandating standards andcertication or electronic products
and services to strengthen QualityAssessment inrastructurenationwide.
To develop an appropriate securityecosystem in ESDM or itsstrategic use.
Create long-term partnershipsbetween EDSM industry andstrategic sectors like Deence,Space, and Atomic Energy etc.
Make India a global leader increating Intellectual Property (IP)in the ESDM sector by increasingund fow or R&D, seed capital andventure capital or start-ups in theESDM and nano electronics sectors.
Among its objectives, the NPE-2011 also includes developingcore competencies in sectors like
automotive, avionics, industrial,medical, solar, Inormation andBroadcasting etc through use oESDM, the use technology todevelop electronic products cateringto domestic needs and conditions ataordable prices, adoption o bestpractices in e-waste management,acilitate loan unding or ESDM unitsand create supportive and specializedgovernance structures to cater tospecic needs o the ESDM sector.
objecTivesAmong its objectives,the NPE-2011 includes
developing corecompetencies in sectors
like automotive,avionics, industrial,medical, solar etc
8/3/2019 Ideanews 01 Web
3/17www.ideaelectronics.com
News
I E I L
ELE I
LIE
III
For information, interestedorganisations may contact:
The Joint SecretaryDeartment of InformationTechnologyMinistry of Communication &Information TechnologyGovernment of IndiaElectronics Niketan6, CGo Cmplxnw dlhi 110003,www.mit.gov.in
Skhls m h elcics
Iusy wh is iivsig i h Ii elcicsSc i ig busiss wihh lcics iusy i Iimy cc:
The Secretary GeneralELCINA Electronic IndustriesAssociation of India422 Okhla IndustrialEstate- Phase III,New Delhi -110020 INDIAelcina@vsnl.comwww.elcina.com
T mandate technica standards in the
interest pubic heath and saety
Set up an institutina mechanism
within Department o InormationTechnology r mandating cmpiance
t standards r eectrnics
prducts. Devep a National Policy
Framework r enrcement and
use Standards and Quality
Management Processes.
Strengthening the ab inrastructure
r testing eectrnic prducts
and devepment cnrmity
assessment inrastructure by private
participatin.
Creating awareness amngst
cnsumers against sub-standard and
spurius eectrnic prducts.
cyber securiTy
The Picy envisins creatin a
cmpete secure cyber ec-system in
the cuntry, careu and due attentin
is required r creatin techngy
and systems, use apprpriate
techngy and mre imprtantydevepment apprpriate prducts
& sutins. The pririties r actin wi
be suitabe design and devepment
indigenus apprpriate prducts
thrugh rntier techngy/prduct
riented research, testing & vaidatin
security prducts meeting theprtectin pre requirements needed
t secure the ICT inrastructure and
cyber space the cuntry.
sTraTegic elecTronics
The Picy gives emphasis t prmte
manuacturing capacities r
surcing ESDM in strategic sectrs
- Deence, Atmic Energy, Space
and Interna Security. This wud be
achieved by deveping ng-term
partnerships between dmestic
ESDM industry with strategic sectrs
r surcing eectrnic prducts
dmesticay and impementing
the Deence set bigatins r
eectrnic prcurements t be met
thrugh ESDM prducts.
creaTing an eco-sysTeM for
vibranT innovaTion anD r&D:The Picy prpses t create an
Eectrnic Devepment Fund t
prmte Innvatin and IP and R&D,
cmmerciaizatin prducts, etc.
in the ESDM, nan eectrnics and
IT sectrs by prviding apprpriate
unding/incentives t Industry/Academic/R&D institutins.
The Fund wud aciitate IP
devepment by Indian industry,
academic and R&D institutins. A
Funds t be pressinay managed,
giving specia thrust t innvatin
and R&D r Green Techngies,
Cnvergence and Bradband
techngies.
This und wud as prmte
entrepreneurship in ESDM sectr
in active cabratin with Industry,
Industry Assciatins and Academia
by ensuring avaiabiity Ange Funds
and Venture Capita Funds.
T set up VlSI specifc IncubatinCentres in ur dierent cities in the
cuntry in assciatin with Stware
Techngy Parks India (STPI)/
Academic Institutins/Industry.
T design and devep India
Micrprcessr r diverse specifc/
strategic appicatins.
hanDling e-wasTe
The Gvernment has recgnized the
imprtance E-Waste Management
and sustainabe devepment and
emphasizes creatin riendy
e-waste handing picies and t
streamine the impementatin
e-waste (Management and Handing)
Rules, 2011 incuding restrictins n
usage hazardus substances as per
gba best-practices.
The picy suggests aying dwn
prcedures t prevent e-waste
The ollowing specic initiativesare envisaged by the Policy in otherapplication sectors:
Automotive Electronics: Todevelop a Centre o Excellence orthe development o MicrocontrollerUnits (MCUs), Micro-electro-mechanical systems (MEMS) andother advanced electronic devices
Avionics: Support the growth oaviation industry by acilitatingthe development o research anddevelopment and outsourcing oengineering design and relatedsotware or avionics
LED: Encourage the manuactureand usage o LED lighting solutionsespecially in rural markets throughinnovative products like solar LED
lamps or lighting in public places
Industrial Electronics: Establish aCentre o Excellence or innovationin Industrial Electronics with ocuson making aordable standardizedproducts which help India to maintainits growth in industrial segmentsincluding textiles, ood processing,steel, engineering etc
The Policy also makes specialmention or initiatives in MedicalElectronics, Solar Photovoltaic tobuild manuacturing capacity o solarphoto-voltaic, and create an eco-systemor Information and Broadcastingor manuacture o set-top boxes andother broadcast equipment in thecountry as part o the digitalization othe broadcast network o the country.
eltn n t st
The policy suggestslaying down o
procedures to prevente-waste dumpingin the country
dumping in the cuntry, t aciitate
impementatin Extended Prducers
Respnsibiity r eectrnic hardware
manuacturers as we as recycers andt prmte devepment e-waste
recycing industry r dmesticay
prduced e-waste.
governance sTrucTures
The Natina Eectrnics Picy
recmmends setting up a National
Electronics Mission with industry
participatin t evve prgrammes in
pursuit the aid dwn picies and
as t create Institutina mechanisms
t advance the impementatin
varius prgrammes aimed at achieving
the bjectives enumerated in this
picy and t prmte India as an
Eectrnics Hardware Manuacturing
Hub and suitaby market Brand India
in Eectrnics.
8/3/2019 Ideanews 01 Web
4/17www.ideaelectronics.com
nn-fnancia crpratins rse
sharpy in the quarter. This cntinues
the upward trend investment
that wed a sharp decine in
2008/2009.
Hwever, the atest stats n
Industria new rders shws a drp
in Nvember, this is cnfrmatin awrrying trend.
Finay unempyment disturbingy
cntinues t rise in mst cuntries.
Interestingy, data rm Eurstat
News
I E I L
ELE I
LIE
V
Q4 2011:at lEast thE book:bIll ratIo rEcovErEd!
by Gary Kibblewhite
www.ideaelectronics.com
2
011 turned ut t be a
gd year r mst us,
despite the gradua marketdecine experienced during the
year. Hwever, the biings decine
particuary has cntinued in the
urth quarter in a regins. The ny
bright spark n the hrizn was that
the bk:bi rati imprved in Q4
grwing rm 0.88:1 t 0.94:1. When
this rati imprves it ishpeuy...
a gd sign r the uture and as Q1
in mst years tends t be a gd
quarter ets hpe it herads a market
imprvement.
Graphic T1 bew, this shws the
actua saes and rders acrss
Eurpe tgether with the bk:bi
rati. Whist the grwth experienced
in 2010 & 2011 has nt been
maintained, we have nt sipped
bew the 2009 eves.
Secndy Graphic T6 bew shws
that the biings are sti deciningacrss a the regins with cumuative
saes, cmpared with the prir year,
the best in Germany and the wrst
in France.
Just t remind readers. I yu wud
ike t have the rigina graphics
used in this artice just emai t the
IDEA secretary laura Barnchei at
segreteria@ideaelectronics.it
The IDEA statistics are taken rm
actua bkings and biings returns
made by a substantia percentage
the eectrnic cmpnent distributrs
in Eurpe, incuding a the majr
distributin grups. Their saes
represent Circa 70% the tta
Eurpean distributin market s the
trends shwn are truy representative.
econoMic bacKgrounD
on the psitive side the atestEurstat investment anaysis shws
that the business investment rate
2011 was a good yearor the industry
The book:bill ratioimproved in Q4
shws that r the frst ten mnths
2011 there was a cntinuing
grwth in Eurpean trade with China.
Eurpean exprts t China grew
by 21%, rm 92 bn in the frst
ten mnths 2010 t 112 bn in
the frst ten mnths 2011, whie
imprts rse by 5%, rm 232 bn t
244 bn.
elecTronic coMPonenTsales in Q4: overview
Graphic T2 abve shws that,
n a quartery basis, the decine
in quartery bkings, cmpared
Just t remind readers. I yuwud ike t have the riginagraphics used in this artice justemai t the IDEA secretary atsegreteria@ideaelectronics.com
The IDEA statistics are taken rmactua bkings and biings returnsmade by a substantia percentage the eectrnic cmpnentdistributrs in Eurpe, incuding athe majr distributin grups.
Their saes represent Circa 70% the tta Eurpean distributinmarket s the trends shwn aretruy representative.
Q4 2011 TOTAL COMpONENTS TENDENTIAL INDEX BY COUNTRY (Q/QY-1) Graphic T6Graphic T6
ci i i lF r i ri El r ic
INTERNATIONAL
ELECTRONICS
SUPPLIERS
electronics foru
l i i
I r i l i ri iEl c r ic ci i
www.idalctronics.com
Q4 2011 TOTAL COMpONENTS BOOKING, BILLING & BOOK:BILL RATIO Graphic T1
www.idalctronics.com
Investment rate of non-financial corporations (seasonally adjusted)
19%
20%
21%
22%
23%
24%
Q1
Q2
Q3
Q4
Q1
Q2
Q3
Q4
Q1
Q2
Q3
Q4
Q1
Q2
Q3
Q4
Q1
Q2
Q3
Q4
Q1
Q2
Q3
Q4
Q1
Q2
Q3
Q4
Q1
Q2
Q3
Q4
Q1
Q2
Q3
Q4
Q1
Q2
Q3
Q4
Q1
Q2
Q3
Q4
Q1
Q2
Q3
Q4
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011
19%
20%
21%
22%
23%
24%
Euro area EU27
Euro area and EU27 industrial new orders,
total manufacturing working on orders
80
85
90
95
100
105
110
115
120
125
130
11-2002
02-2003
05-2003
08-2003
11-2003
02-2004
05-2004
08-2004
11-2004
02-2005
05-2005
08-2005
11-2005
02-2006
05-2006
08-2006
11-2006
02-2007
05-2007
08-2007
11-2007
02-2008
05-2008
08-2008
11-2008
02-2009
05-2009
08-2009
11-2009
02-2010
05-2010
08-2010
11-2010
02-2011
05-2011
08-2011
11-2011
2005=100
E uro a re a, s ea so na ll y a dj us te d s er ie s E U2 7, s ea so na ll y a dj us te d s er ie s
Sourc: eurostat
Sourc: eurostat
ci i i l
F r i ri El r ic
INTERNATIONAL
ELECTRONICS
SUPPLIERS
electronics f oru
l i i
r i
i i i r i i
r ci i i
r i i r
I r i l i ri iEl c r ic ci i
Total distribution electronic compon ents booking, billing and Book:bill ratio for Germany, France,
Italy, UK, Sweden, Norway, Denmark & Finland
0.9
1
0.9
6
1.0
9
1.3
3
1.1
6
1.1
5
1.1
1
1.0
8
0.9
8
0.9
5
0.8
8 0.9
4
0
500
1000
1500
2000
Q 1- 09 Q 2-0 9 Q 3-0 9 Q 4- 09 Q 1- 10 Q 2- 10 Q 3- 10 Q 4- 10 Q 1-1 1 Q 2-1 1 Q 3-1 1 Q 4-1 1
k
0.40
0.60
0.80
1.00
1.20
1.40
Billing
Booking
B2B
Trend showing growth/decline % in quarterly sales of all compon ents through distribution split by
country compa red with same quarter prior year
-50%
-30%
-10%
10%
30%
50%
70%
Q1-09 Q 2-09 Q3-09 Q4-09 Q1-10 Q2-10 Q3-10 Q4-10 Q1-11 Q2-11 Q3-11 Q4-11
France
UK
Italy
Nordic
Germany
8/3/2019 Ideanews 01 Web
5/17www.ideaelectronics.com
News
I E I L
ELE I
LIE
V
However, billingsdecline has continued in the
quarter in all regions
with the same perid prir year,
has cntinued, with Itay suering
the wrst drp 37% and France
shwing the east drp 6%.
QuarTerly sales byProDucT faMily
Each quarter we k at bth bking
and biing trends by bth prduct
and by market.
Firsty prduct. Breaking the prduct
tta int the main eements, initiay
the argest:-Semicnductrs.
Q4 2011 pASSIvES BOOKING, BILLING & BOOK:BILL RATIO Graphic P1 Q4 2011 TOTAL COMpONENTS BILLING TREND Graphic T3
Q4 2011 E-MECh COMpONENTS BILLING TREND Graphic E4
ci i i l
F r i ri El r ic
INTERNATIONAL
ELECTRONICS
SUPPLIERS
electronics foru
l i i
r i
I r i l i ri i
El c r ic ci i
ci i i l
F r i ri El r ic
INTERNATIONAL
ELECTRONICS
SUPPLIERS
electronics f oru
l i i
r i
I r i l i ri i
El c r ic ci i
ci i i lF r i ri El r ic
INTERNATIONAL
ELECTRONICS
SUPPLIERS
electronics f oru
l i i
r i
i i i r i i
r ci i i
r i i r
I r i l i ri iEl c r ic ci i
www.idalctronics.com www.idalctronics.com
www.idalctronics.com
Q4 2011 TOTAL COMpONENTS BOOKING TREND Graphic T2
www.idalctronics.com
Distribution orders for Electronic components by country comparing Q4 2011 with prior quarter
(Q/Q1)and same quarter prior year (Q/QY-1)
-8.1%
15.8%
-10.9%
-13.2%
-23.8%
-6.0%
-18.0%
-7.8%
6.1%
-38.7%
-31.5%
-21.4%
-50%
-40%
-30%
-20%
-10%
0%
10%
20%
Avg France UK Italy Nordic German y
Percentchange Q/Q-1
Q/QY-1
Distribution semiconductor bookings, billings & book:bill ratio for Germany, France, Italy, UK,Sweden, Norway, Denmark & Finland
0.9
6
0.9
3
0.8
60.8
9 0.9
5
1.13
1.4
4
1.1
9
1.1
7
1.1
2
1.0
8
0.9
1
0
200
400
600
800
1000
1200
1400
Q1-09 Q2-09 Q3-09 Q4-09 Q1-10 Q2-10 Q3-10 Q4-10 Q1-11 Q2-11 Q 3-11 Q4-11
k
0.40
0.60
0.80
1.00
1.20
1.40
1.60
Billing
Booking
B2B
Passive componentsBookings, billings & book:bill ratio for Germany, France, Italy, UK, Sweden,
Norway, Denmark & Finland
1.
02
0.9
6
0.8
80.9
30.9
6 1.0
1
1.
14
1.
13
1.
13
1.
09
1.
06
0.9
2
0
50
100
150
200
250
Q1-09 Q2-09 Q3-09 Q4-09 Q1-10 Q2-10 Q3-10 Q4-10 Q1-11 Q2-11 Q3-11 Q4-11
k
0.40
0.50
0.60
0.70
0.80
0.90
1.00
1.10
1.20
1.30
1.40
Billing
Booking
B2B
Distribution sales of Electronic Components by Country comparing current qtr with prior quarter
(Q/Q1) and sam e quarter prior year ( Q/Q-4)
-15.3
%
-12.4
%
-18.6
%
-9.9
%
-18.1
%
-9.1
%
-14.0
%-12.7
%-11.8
%
-14.9
%
-11.5
%
-17.8
%
-20%
-18%
-16%
-14%
-12%
-10%
-8%
-6%
-4%
-2%
0%
Avg F rance UK Italy Nordic G ermany
Percentchange
Q/Q-1
Q/Q-4
Cumulative sales of electromechanical components through distribution showing the
growth/decline % compared with the same period prior year
19.5
%
27.6
%
18.3
%
10.1
%
24.5
%
17.6%
31.3
%
15.9
%
12.3
%
22.6
%
13.9
%
26.7
%
13.4
%
8.3
%
3.2
%
16.9%
10.0
%
20.7
%
9.4
%
3.9
%
0.8
%
13.2
%
12.9
%
3.1
%
-20%
-10%
0%
10%
20%
30%
40%
Avg France UK Italy Nordic Germany
Percent
Q1
Q2
Q3
Q4
Q4 2011 SEMICONDUCTOR BOOKING, BILLING & BOOK:BILL RATIO Graphic S1
ci i i l
F r i ri El r ic
INTERNATIONAL
ELECTRONICS
SUPPLIERS
electronics foru
l i i
r i
i i i r i i
r ci i i
r i i r
I r i l i ri i
El c r ic ci i
www.idalctronics.com
Electromechanicalcomponents have aredwell in 2011 with all
regions posting acumulative growth
Eectrmechanica cmpnents have
ared we in 2011 with a regins
psting a cumuative grwth in saes
cmpared with the prir year.
QuarTerly sales & orDers
by geograPhic region
Graphic T3 bew shws that a
regins suered a urther biings
decine in the quarter with, when
cmpared with the same quarter in
the prir year, Germany aring the
best with ny a 9% biings decine
and France, Nrdic & Itay aring the
wrst with an 18% decine.
Simiary, Graphic T2 bew shws
that the bkings in a regins in the
quarter, when cmpared with the
same perid prir year, were pr
with a regins psting a reductin.
Graphic S1 abve shws that
athugh bth bkings and biings
cntinue t decine, the bk:bi
imprvement in Q4 is a gd sign r
Q1. 2012.
Graphic P1 abve cvering Passives
as shws an imprvement in
the bk:bi in the quarter with
the bk:bi mirrring that Q1
2009. As the frst quarter in the
year is nrmay strng a urther
imprvement is expected.
Graphic E4 abve shws that
ci i i l
F r i ri El r ic
INTERNATIONAL
ELECTRONICS
SUPPLIERS
electronics foru
l i i
r i
i i i r i i
r ci i i
r i i r
I r i l i ri i
El c r ic ci i
8/3/2019 Ideanews 01 Web
6/17www.ideaelectronics.com
News
I E I L
ELE I
LIE
VI
let me start by appying a itte
perspective n the Russian
eectrnic cmpnents market.
Unti cmparativey recenty the USSR
perated in a closed command
economy where the state dictated
what was t be prduced and by
whom, and apparenty kept the bywhen deiberatey vague.
As a resut materia deiveries where
pry schedued and ten ate, with a
years suppy ten arriving in a singe
shipment. In rder t cmbat this ver-
r-under suppy situatin the Russian
suppy chain estabished an inrma
system passing prducts between
pants in a rudimentary barter system.
Hwever the inrma barter system
eventuay became a amst rmaised
trading peratin with many individuas
heping t baance demand by buying
- r steaing - and seing excess
inventry and in the prcess, adding
t a cuture crruptin rm whichsme in the Sviet Cmmunist Party
hierarchy beneted immensey.
The advent Glasnost (penness)
and Perestroika (market rerms)
under President Grbachev in the
mid 1980s drve huge changes
thrughut the Russian empire,
utimatey eading t the breakup the
USSR. The greater cus n iberaising
and rerming the Russian ecnmy
created pprtunities r individuasand rganisatins bth within and
utside the cuntry but in the prcess
created enrmus tensins. Having
t manage huge change in an entire
sci-ecnmic system resuted in a
near ecnmic disaster.
Russia has huge reserves naturalresources particuary gas (argest
gba exprter) and oil (secnd
argest gba exprter), bth which
have generated huge revenues r
the cuntry and enabed massive
ecnmic investment.
Unrtunatey investment cyces
are csey inked t the price
these cmmdities and the primary
beneciaries have ten prved t
be argey undeserving igarchs and
piticians wh were granted generus
shares in rmay state run enterprises.
invesTMenTThe Russian Gvernment eventuay
recgnised that the eectrnics sectr
and in particuar the semicnductr
industry cud be an area high
grwth and strategic imprtance r
the cuntry. In the 60s 70s and 80s
it invested heaviy in semicnductr
manuacturing, creating the closed
city (imited access, n reigners, n
phtgraphs) Zelonograd with the
aim rivaing the USs Siicn Vaey.Despite recating 5,000 scientist
and engineers t the new city the
prject prved unsuccessu and
rm the mid 80s the cuntry suered
signicant brain drain as many
the cuntrys best techngists
migrated away, principay t the
US and Israe. In 2006 the Russian
gvernment annunced pans t
invest $40bn in the semicnductr
sectr but a sharp drp in the price
cmmdities undermined this activity
and the investment has nt yet reay
recvered.
Three TyPes of coMPanies
Russian eectrnics manuacturers
can be brady summarised int three
grups:
1. Gvernment-backed ederaenterprises;
2. private cmpanies unded in theree market;
3. subsidiaries primariy mutinatinarganisatins.
Federa Gvernment Enterprises
are the remnants state cntred
enterprises which cntinue t be
managed by the Russian Ministry
Industry and Trade, which directs
60% its activity twards miitary
appicatins, with the baance primariy
directed twards dmestic industria
prducts and inrastructure markets.
Whist many these rganisatins are
disparatey verticay integrated they are
The RussiaFederation is
potentially a hugemarket or electronic
components
Russia is seen as anattractive location
by Adam Fletcher
Chairman of IDEA and ECSN
www.ecsn-uk.org
te sumeing be:
te ruin Eenicmpnen Me...
The Russia Federation is potentially a huge market or
electronic components but requires a colossal investment in
its inrastructure and political and legal systems as well as a
redefnition o its cultural norms, says Adam Fletcher, Chairmanat the International Distribution o Electronics Association.
The rate o change is increasing but not nearly ast enough
and it may take a couple o generations or Russia to raise its
game and actively compete in the global electronics market.
8/3/2019 Ideanews 01 Web
7/17www.ideaelectronics.com
so whaTs holDing
russia bacK?
Its apparent that given its ppuatin
size (9th
argest), educatininrastructure and pitica status
Russia ags a ng way behind the
RoW in eectrnics. The market is
severey undeveped and whist
shwing sme grwth has a very ng
way t g t meet its u ptentia. It
wi take a cutura mind-shit bere
the ppuatin uy understands hw a
market driven sciety perates.
The Gvernment must activey
encurage ng term systematic
investment, reduce the size and
autnmy its miitary and pice
rces, strengthen the egisative
systems and stp turning a cnvenient
bind-eye t crruptin..
Sady, changes dnt happen quicky
in Russia, a act that has prevented
the cuntrys membership the
Wrd Trade organisatin (WTo) r
the ast twenty years. Tday hwever
it ks ikey that membership the
WTo wi be granted in 2012, a great
achievement that is sure t speed the
pace change.
You only need to look at the huge
changes and investment in Eastern
Germany ollowing unifcation to realise
that there is huge potential or change
in Russia - said Fetcher - When
the slumbering Russian Bear ully
awakens expect large opportunities
or investment and trade in global
markets.
pants r lCD TVs there but these
actries are suppied directy by their
parent cmpanies and surce very
itte prduct within Russia.The Russian white gds market is
amst entirey served by dmestic
manuacturers but withut exceptin
a the peratins are jint ventures
where the majrity wnership is
in the hands cmpanies such as
Siemens, Merloni, Candy and LG.
Gba CEMs such as Foxconn and
Jabil have deayed panned investment
unti the Russian gvernment remves
custms taris and enabes the ree
mvement gds.
There is itte hpe prductive
interperatin between these three
primary types Russian rganisatins
any time sn, but the private
eectrnic cmpany sectr des
appear t er a reaistic prspect
grwth.
elecTronic coMPonenT
ManufacTurers
Apprximatey ne hundred dmestic
cmpanies manuacture eectrnic
cmpnents in Russia, amst nne
which have name r brand recgnitin
in Eurpe. In 2009 it was estimated
that the tta saes revenue r
eectrnic cmpnents manuactured
in Russia was 240M which ny
30% was exprted, primariy t supprt
miitary equipment and r use in w
tech cnsumer prducts.
Twenty mutinatina eectrnic
cmpnents manuacturers have
ces in Russia, primariy supprting
their ca distributrs and a very imited
custmer base. Their cmbined saes
revenue was estimated t be 160M in
2009, which cntrasts sharpy with the
UK where the eectrnic cmpnentsmarket served by manuacturers in
2009 was >3bn. Sme these
mutinatina rganisatins have
icensed their techngy t dmestic
Russian eectrnic cmpnent
manuacturers and prvide technica
supprt r their impementatin.
elecTronic coMPonenT
DisTribuTors
There are ver 120 eectrnic
cmpnents distributrs perating in
the Russian market with an estimated
Distributr Tta Avaiabe Market
(DTAM) 500M (r cmparisn the
UK DTAM in 2009 was >1Bn). Very
ew gba distributrs perate directy
in the Russian eectrnic cmpnents
market, mst trade thrugh the
peratins dmestic distributrs.
The tp twenty distributrs accunt r
80% the DTAM with the three argestRussian distributrs being Compel
(35M), Symmetron (30M) and
PetroinTrade (25M). Many Russian
distributrs as have why wned
subsidiaries invved with cntract
manuacturing, persna cmputer
assemby and grey market suppy.
ToTal available MarKeT
Cmbining the revenues a the
knwn eements in the Russian
eectrnic cmpnents market eads
us t cncude that the tta 2009
saes revenue was apprximatey
900M (r cmparisn the UK 200
TAM was >4Bn), but the Russian
Federa Gvernment desnt discse
eectrnics manuacture revenue
gures but best guesses suggests
that we dnt have t add mre than a
urther 500M t the earier gure.
hampered by prductin capabiities
that are bth pry managed and
grssy ut date. The 350,000
people empyed by the Ministryincude a reasnabe prprtin
skied technica and scientic
empyees but their eciency and
eectiveness is w - as is the R156K
average annua saary (3K) - but
erts are being made t rerganise
the best these rganisatins
int singe verticay-integrated
manuacturing cmpanies ang the
ines the Krean mde.
There are tday ver 2,000 private
eectrnic cmpanies in Russia with
cmbined saes revenue R80bn
(1.6bn). These rganisatins are
much mre dynamic and have
made signicant investment in newtechngies. They trade mainy with
internatina custmers and dmestic
rganisatins simiar t themseves
but apparenty nd it dicut t
suppy gds and services t Federa
Gvernment Enterprises.
Despite that Russia is seen as an
attractive catin - due t its prximity
t Eurpe and the w saary eves r
a abur particuary skied scientists
- the investment by why r partiay
wned subsidiaries mutinatina
eectrnics rganisatins has been
extremey imited. There has been
sme externa investment: Intel
empys sme 1,200 engineers at its
Design Centre;ABB has a number
industria design and manuacturing
pants, and Siemens jint venture with
Iskratel has its base in Russia. LG and
Samsung have bth buit assemby
News
I E I L
ELE I
LIE
VII
Twentymultinationalelectronic componentsmanuacturers haveoces in Russia
It looks likely thatmembership o theWTO will be granted
in 2012
When theslumbering RussianBear fully awakens
expect largeopportunities for
investment and tradein global markets
8/3/2019 Ideanews 01 Web
8/17www.ideaelectronics.com
News
I E I L
ELE I
LIE
II
Technology focus
Frtrnic is ne u day eectrnics
and new techngies aimed at
generating demand creatin n the
market.
The event is typicay structured in:
Morning Conference: with 5-6
presentatins given by the tp payers
cvering the atest trends in the
chsen techngy.
The presentatins are crdinated by
a technical manager.
industry eading cmpanies incuding
eectrnic cmpnents manuacturers
and distributrs and represent an
imprtant meeting pint r cmpanies.
The events have prven very cst-
eective and, because their cus
n techngies, attract mre design
engineers and prvide a cost-per-
lead ar ess than a suppier can
achieve in a singe event r exhibitin.
This mde has as been caimed as a
winning rmua by Intellect
(www.intellectuk.org) amngst the
aternatives and prmtina events
anaysed wrdwide. (cnerences,
seminars, shws and airs).
The Fortronic Forum cncept
has been prven ver 7 years
events in Itay and, since 2010,
in ther Eurpean cuntries such as
Tunisia, Turkey, Spain and the UK.
The Frtrnic events have, and are
being, supprted by the eectrnic
Fni: n inenin ue
IDEA
Fr the ast 20 years the IDEANews has been supprted bythe Eectrnics Trade Assciatinsacrss the Wrd but increasingcsts have ed us t ering asinge spnsrship r each ur issues.
The spnsr wi have their nameshwn tgether with theircmpany g.They wi as have either ne
tw-cumn r tw singe-cumnadverts per issue.
Just t remind yu, the IDEANews is circuated t ver4000 named individuas in ver3000 eectrnics cmpanies in10 majr cuntries acrss theWrd.
Spnsrship csts r 2012 are:1 issue: 1.200 (1.050 r $1.700)2 issues: 1.100 (970 r $1.600)
per issue4 issues: 1.000 (880 r $1.400)
per issueFr mre inrmatin peasecntact:
segreteria@ideaelectronics.com
ProMoTe your coMPanyTo ThousanDs ofelecTronic inDusTryexecuTives!
Workshops and educational
sessions: during the aternn, a
series Technica Wrkshps and
educatina training sessins aims
at transerring design and technica
cmpetences t the attendees.
Community area: a meeting-pint
designed t supprt the eectrnics
industry suppy-chain pus with a
solutions area.
Fr inrmatin: (if ready)
www.fortronicforum.com
2012 calenDar
The 2012 Caendar Frtrnic Frum
cmprises 8 events in Itay, 3 in the UK
and 1 in Tunisia.
When Where Fortronic topics
8th March Turin, Italy indual Foonc Automotive, industrial
27th March Oxford, UK LeD&Lghng dgn Foonc LED technology
29th March Milan, Italy Lumn Foonc LED technology
May Verona, Italy sola Foonc Photovoltaic technologies
17th May Milan, Italy rF&Wl Foonc RF&Wireless
June Tunis, Tunisia Foonc tuna Energy efciency
June Milan, Italy embddd Foonc Embedded systems
26th June Oxford, UK rF&Wl Foonc RF&Wireless
20th September Bologna, Italy pow Foonc Power electronics, energy efciency
12-13th October Padua, Italy Lumn Foonc LED technology
23rd October Oxford, UK pow Foonc Power electronics, energy efciency
6th December Rome, Italy Lumn Foonc LED technology
2012 CALENDAR
Fortronic Forums ordesign engineers.
A winning ormula
by Silvio Baronchelli
President of IDEA
8/3/2019 Ideanews 01 Web
9/17www.ideaelectronics.com
News
I E I L
ELE I
LIE
IX
Chinas market demand
r semicnductrs and
cmpnents in 2012 is
nt cear r many suppiers and
distributrs. With reduced exprt
rders rm Eurpean cuntries,
these suppiers and distributrs
had a bad time in deaing with
exprt based custmers in the
secnd ha 2011. Hwever, we d
nd sme cmpanies have steady
grwth thrugh deveping niche
business strategies. In this market
inteigence reprt, China Outlook
Consulting anaysts wi share with
yu ur ndings n these cmpanies
business strategies and insights
abut the market.
Doing well in 2011
2011 was nt a gd year r many
cmpanies but it was a very gd
year r cmpanies that had the right
business strategies.
CoC anaysts und that having the
right custmers r right p rducts are
the key. Fr instance, a cnnectr
suppier executive nted that serving
Appe and Nkias EMS heps the
cmpany grw dramaticay, which
made the cmpany dierent rm
its cmpetitrs. o curse, the
cmpany has we psitined itse
in deveping high-perrmance and
high speed prducts.
As, sme niche markets such as
wireess base-statins has heped
sme passive cmpnent suppiers
dube their saes by serving this
market. T sme extent it may be
risky that the majrity the grwth
a cmpany cmes rm ne
market r ne custmer. Hwever,
it sti heps the cmpany t set a
undatin r uture grwth.
CoC anaysts und that a gd
prduct was as key t being a
winner in 2011. High-Density IGBT
is such a prduct that heped sme
suppiers and distributrs grw
ver 100% in 2011. In 2011, high
density IGBT demand was s great
that it ed t shrt suppies heped
by big demands rm aternative
energy markets. CoC anaysts saw
that sme IGBT suppiers dare nt
prmte their prducts in the secnd
ha 2011 because manuacturingcapacity cudnt satisy the sudden
demand rm the market.
The Chinese gvernment encurages
devepment IGBT prducts
in China and gives unds t ny
ca IGBT suppiers. Hwever,
Internatina suppiers can wrk with
ca Chinese partners i they want
t have unds rm the gvernment.
Since ca Chinese IGBT cmpanies
can have a state-wned backgrund,
it heps internatina suppiers r
distributrs t quicky target a
specic market and start business
with ca Chinese custmers.
six hoT MarKeTs in 2012
CoC anaysts recmmend bew ht
markets r 2012:
1. LED lighting:Many suppiers
cmpain that the lED market hasnt
grwn as ast as they expected.
Hwever, CoC anaysts think that
lED ighting wi be ht market in
2012 because its wide appicatins
nt ny r rad ighting but as r
smart hme, vehice, smart hme
appiance prducts and prtabe
prducts.
2. Solar Energy Applications:Ang with change pwer
cnsumptin, sar energy is key
sutin t satisy ur needs r
cean and sae energy. Smart
pwer management wi be in high
demand in 2012, which wi bring
big demand r AC-DC cnverters,
DC-DC cnverters, MCU, battery and
pwer mdue prducts as we as
high perrmance and high density
cmpnents.
3. Smart Home:3-in-1 netwrkcnvergence is nt new stu and
it went thrugh a ng jurney due
t benets baance Chinese
gvernment bdies. Hwever, in
2012, it can mve rward because
strng market demand, which
wi bring great demand r IC and
cmpnents.
Smart TV wi be ht market in 2012.
lca Chinese IC suppiers wi have
great advantage getting new
business because gvernment
supprt and their techngy maturity
these years.
4. Smart Phone: China wi havea big ptentia in the smart phne
market. In the third quarter 2011
China became argest smart phne
market in the wrd, vertaking
the US.
Smart Tv will behot market in 2012
by Amy Wang
CEDA
www.cedachina.org
2012 cin Me ou5. Industrial applications: Chinas12th ve year pan encurages
the devepment mechanica
autmatin and industria cntrn traditina industria sectrs
ike shipping and ight industries.
This wi bst market demand r
high reiabe and high perrmance
cmpnents and IC.
6. Smart meters: Smart meters water, eectricity and gas wi
cntinuusy be ht markets in 2012
driven by the Chinese gvernment
energy saving prgram. In 2012,
mre Chinese suppies wi cmpete
with internatina suppiers r thismarket because techngy
prgrammes and gvernment hep.
niche sTraTegies froM
suPPliers anD DisTribuTors:
CoC anaysts summarized bew
strategies rm successu suppiers
and distributrs ater interviews with
executives rm these cmpanies:
Fw gvernment directin and
picies
Fcus n appicatin markets ike
aternative energy r smart phne
Add ines arund ne appicatin
market
Prvide design sutin and
mdue in stead just seing IC r
cmpnents
Devep strategic partnership with
ca Chinese suppiers t get
gvernment unds.
8/3/2019 Ideanews 01 Web
10/17www.ideaelectronics.com
News
I E I L
ELE I
LIE
X
which cmprises 29 cmpanies a
sizes and representing a acets
ranchised Distributin that make up
mre than 50% ca saes.
SPDEI brings tgether thse wh
want t give a pressina image
their capabiity and share their
experiences as part a permanent
rganisatin t imprve industry
practices. SPDEI guarantee the
sustainabiity ur business and
the strng image the Distributr
ranchisee, and represents the
cmmn interest bth the pubic
authrities and partners n a daiybasis.
Then Franis Kurek cncuded by
saying that SPDEI has becme an
active and passinate rganisatin
particuary since its accessin t the
FIEEC which prvides a unique and
rewarding visibiity bth industry
and the pubic authrities.
Franis Kurek said as that the
SPDEI is assciated with FIEECbbying, and as i ts Think Tank,
the Rodin Club a detaied study n
The 16th annua Awards
ceremny the SPDEI
tk pace n Wednesday,
Nvember 16, 2011 at the
Autmbie Cub France, Pacede a Cncrde in Paris bere an
audience 140 pepe incuding
manuacturers, members the
SPDEI, the representatives the
trade assciatins pressina
partners (GIXEl, SITElESC, GFIE,
SNESE, FIEEC) and the technica
press. The 2011 awards were
sponsored by Farne, a member
the SPDEI and Gl rganizing
Events CIEN (Carreur eectrnics
industry and digita).
In his intrductry speech, Franois
Kurek, President the SPDEI
cmmented n the current market
cnditins by annuncing that 2011
be utimatey seen as a gd vintage
even i 2012 ks mre uncertain!
The beginning the year wi be
dicut because the decine in
bkings which began in the third
quarter 2011.Fwing this, Franis Kurek
inrmed the audience abut SPDEI
16h yer of he sPdEI
trophe awr
by Lena Nder
www.svenskelektronik.se
SE - Swedish Electronics Trade Association
The Swedis Electnics TadeAssciatin - SE, is looking orward toScandinavian Electronics Event - S.E.E.,17-19 April inStockholm, at the air in Kista.The association and its members have workedwith determination to create this new businessarena or the industry, launched or the frsttime in 2010. This year, the second time, theevent is moved to another part o Stockholm,to Kista Science City - the third greatestICT-cluster in the world, ater Silicon Valleyand Bangalore. There are more than 5600companies in Kista area and 1100 o them are
in the feld o IT and electronics. More than1100 scientists and 5000 students are situatedin Kista.
S.E.E. is already ully booked. More than5000 visitors came to S.E.E. in 2010 and theresponse was positive. Four out o fve visitorssaid S.E.E. is the most important trade air orthem. Nine out o ten wanted to come againnext time. The expectations are that even morevisitors will come this year.See more: www.see-event.se
Another event on the agenda is the EmbeddedConference Scandinavia,coming up 2-3 Oct in S tockholm.
AbouT ThE mArkET2011 was a airly good year. For 2012 thegeneral comment is to be prepared oreverything: have one foot on each pedal. Theindustry in Sweden is doing airly well, but thefnancial situation in Europe is a dark cloud ouncertainty hanging over the business arena.As Sweden is very dependent on export, theuncertainty in the rest o Europe have a directimpact on the S wedish industry.The automotive industry in general hasrecovered, although the car manuacturerSAAB has fnally given up ater a long stretcho brave struggle to save the company. Therewere willing buyers, but GM, ormer owner o
SAAB and still owner o some o the propertyo SAAB, havent so ar accepted any o thebusiness proposals and now SAAB has run outo money. So in January the bankruptcy was aact. It is yet to be seen what will become othe company.Telecom is also a very interesting market orSweden. Ericssonrecently presented theresult or 2011: SEK 1.8 b. The expectations onEricsson were much higher, causing a drop orEricsson on the stock market.
For 2011, we had a strong sales growthand an increase in net income. In the fourthquarter, however, we saw weaker developmentin Networks, as well as an expected gross
margin impact from a changed business mixwith more coverage projects, modernization
projects in Europe, and a higher services
share,said Hans Vestberg, President and
CEO o Ericsson.
New fm sweenur industry and the re industriapurchasing with a strng cus n the
cncept total acquisition cost as
a means prgress r ur activities.A reprt wi be pubished ate
December.
Franis Kurek then passed the fr
t Mr Prs, Directr Genera GL
Events, the rganisers the CIEN.
The majr change t this years 2012
event is that it wi integrate RF Hyper,
Mesurexpvisin, opt and the CIEN
at the Parc des Expsitins the
Prte de Versaies ha 1 23, 24 and
25 octber 2012.
Mr Kurek then passed the fr t
the Deegate Genera the SPDEI,
Michel Vincent, wh, prir t
the annuncement the cia
award resuts, td the gathering
that manuacturers are assessed
n 5 criteria, namey: partnership /
products / proftability / resources and
support / Protection and traceability o
the designs.He annunced that 85% the
members SPDEI were cntacted
eectrnicay r vting and that
187 Evaluation Questionnaires
were cmpeted and that a tta 120
manuacturers were cited r awards.
Syndicat Proessionnel de la
Distribution en electronique industrielle
17 rue de Amira Hamein 75783
Paris Cedex 16T +33 09 61 56 42 47
Michel Vincent -mvincent@spdei.r
by Michel Vincent
Delegu Gnral SPDEI
www.spdei.fr
2011 SpDEI TROphES
oPToelecTronics, DisPlay (LED, LCD)The 3 nominees are: AVAGO, TOSHIBA, VISHAYThe winner is:AVAGO
coMPonenT sTanDarDs (logic, Analog, discrete, Memory)The 3 nominees are: MAXIM, TEXAS INSTRUMENTS, VISHAYThe winner is:VISHAY
analog, rf & Microwave
The 3 nominees are: GENNUM, SEMTECH, SILICON LABSThe winner is:SILICON LABS
high enD DigiTal (microprocessors, FGPA, ASSP..)The 3 nominees are: FREESCALE, MICROCHIP, TEXAS INSTRUMENTSThe winner is:TEXAS INSTRUMENTS
Passives (RLC)The 3 nominees are: BOURNS, PANASONIC, VISHAYThe winner is: PANASONIC
connecTors anD cablesThe 3 nominees are: ALPHAWIRE, CFI, TE Connectivity (ex TYCO)The winner is:ALPHAWIRE
elecTroMechanical (relays, pushbuttons, Switches, keyboards...)
The 3 nominees are: ALPS, ELEDIS, HONEYWELLThe winner is:HONEYWELL
energy (power supplies, batteries and Solar Panel...)The 3 nominees are: EMERSON, LINEAGE/GE, VICORThe winner is:EMERSON
2011 will beultimately seen
as a good vintage
8/3/2019 Ideanews 01 Web
11/17www.ideaelectronics.com
News
I E I L
ELE I
LIE
XI
Rather than king back at
2011, I am cusing this cumn
n what is ahead in 2012 r
the eectrnic cmpnents industry
and ECIA members. There are severa
exciting prjects that are currenty
under devepment and shud cme
t ruitin in the new year. likewise,
there are sme gvernmenta activities
that wi ikey mve rward in 2012
that wi impact the industry.
invenTory search websiTe
This past year saw the assciatin
aunch an industry wned and
managed inventory search website
(www.eciaauthorized.com) that
prvides users with unbiased
and randmized resuts search
authrized inventry. The site has
been a very ppuar member benet
and has experience steady grwth.
As the site has grwn in ppuarity,
the assciatin has begun adding
new eatures and enhancements t
urther benet a its members as
we as prvide a better experience
r ptentia purchasers eectrnic
cmpnents. Sme these
imprvements are behind the scenes
t imprve the unctinaity, whie
thers wi be very apparent t
visitrs t the website. The rst tw
enhancements wi be red ut in
January, s k r annuncements
shrty.
I encurage a members t add a
ink n their cmpany website t the
assciatins inventry website. And,
r thse distributr members that
are nt aready participating, pease
cntact me (atrgray@eciaonline.org ) i
yu wud ike mre inrmatin abut
participating in this vauabe member
service.
Anther prject that is currenty
underway is an accurate and timeyDTAM reprt. An ECIA task rce
is wrking n the na detais the
industrys rst cmpete DTAM r
Nrth American cmpnent saes. I
anticipate that this prject cud be
red ut as eary as Q3 i agreement
can be reached with the majr
participants.
ecia anD firsT
ECIA is partnering with FIRST, the
Dean Kamen rbtic cmpetitin
event, t prvide eectrnic
cmpnents r this ne kind
event. FIRST is a unique vehice that
increases midde and high sch
students awareness science and
techngy by engaging them in a
rbtics cmpetitin. The assciatin
is wrking with its members t dnate
the eectrnic cmpnents that are
used in the kits given t the teams.
Fr members, this is a great way t
intrduce yur cmpanys prducts t
uture engineers and scientists as we
as getting expsure as a cmpetitin
spnsr. Fr a ist the cmpnents
that FIRST needs dnated may be
btained n the assciatins website.
I yur cmpany has sme these
cmpnents r wants t cntribute
in sme ther ashin, pease
cntact Michee Meyer at
mmeyer@eciaonline.org
legislaTion
on the egisative rnt, the industry
scred a victry when the Cngress
passed and the President signed
int aw the National Deense
Authorization Act or FY12 which
cntains a prvisin that imprved the
detectin and stpping cuntereit
The managedinventory search on
www.eciaauthorized.comhas been a very popular
with members
Another project thatis currently underway isan accurate and timely
DTAM report
2012 is shaping upto be an exciting year
Congress are
considering legislation tocombat oreign rogue
websites that areselling countereit
products
an exciing yer in propec for he Us mrke
eectrnic cmpnents rm entering
int the United States. The prvisin
makes it cear that Customs and
Border Protection (CBP) may
prvide unredacted phts r physica
specimens suspect prducts,
abes and packaging t trademark
rights hders (i.e., the manuacturers).
Withut this egisatin, CBP cers
were redacting (whiting-ut) a
markings ther than cmpany gs
when sending trademark wners
phts suspected cuntereit
prducts, which made identicatin
neary impssibe.
In anther devepment bth huses
Cngress are cnsidering egisatin
t cmbat reign rgue websites
that are seing cuntereit prducts.A Huse bi is expected t be vted
ut cmmittee in mid-January,
whie a vte by the u Senate n the Stop Online Piracy Act (SOPA) is
expected ater in the mnth.
ECIA wi keep members apprised
devepments regarding SoPA,
as we as a the ther activities and
prjects mentined abve. 2012 is
shaping up t be an exciting year
r the authrized sae eectrnic
cmpnents.
by Robin Gray
President and CEO
ECIA (USA)
rgray@eciaonline.org
8/3/2019 Ideanews 01 Web
12/17www.ideaelectronics.com
News
I E I L
ELE I
LIE
II
eiD news
Arrow Electronicsuc hBi Mcnlly hs b mpsi spcily busissswihi h cmpys GlblCmps sgm. M. Mcnllywill cus xpig h igs cclig gwh his wlym busiss gup, icluiga.e. Psch, richs rfPd nu Hizs elcics. M. Mcnllysv s psi aws eup,Mil es aic Cmpsbusiss m 2008 2011.aw elcics hs ls sig glbl isibui gm wihtiu Sysms, ivlv i lg mix-sigl chlgis ul-lw pw gyhvsig,
wilss by-chgig slpw mgm.
premier Farnell hs digil, mucu lcicl cmpu giig sluis, isglbl isibui pli. digilhs wi g pucs cmic, iusy pssils cmics i lcicl cmpuengineering elds.fll hs ls b g certicate of membership signifyingh cmpys cmmim spcy i iilcmmcil scis by traCeInternational, a non-prot membership
sscii h pls sucs pvi pcicl cs-civibiby cmplic sluis muliil cmpis.
RS Comonents, h ig b elccmps, is w sckigm h 10,000 puc lis iusil pplicis m Psicelcic Cmps. rSComponents has also been recertiedu h Cb tus Sby chivig uh cus i cbmissis v h ls wys. rS hs ms h,spi gwig h siz is UKbusiss, h civss its energy efcient strategy has
impv.
Mouser Electronics uc glbl isibui gm wihMlihic Pw Sysms (MPS), blss mucu lg mix-sigl smicucs.
Digi-Keyuc h sigig glbl isibui gmwih Lcy, pvi s msum sluis. Sic1964, LCy hs b sigigscillscps, pcl lyzs, l s msumsluis. digi-Ky ls uch sigig glbl isibui
gm wih Lm, suppli pcisi cusm ccisluis. Lms push-pull ccs u i viy chllgigpplici vims.
DISTRIBUTION
Source: Electronics Industry Digest
Cnnectrs that prvide inks
between daughtercards
munted in a rack have
cme a ng way ver the past 20
years. Cnnectr cnstructin has
evved rm simpe ne-piece edge
cnnectrs t tw-piece pen pin ed
cnguratins that prvide higher pin
cunts and reiabiity.
The current crp high-speed
backpane cnnectrs are highy
sphisticated cmpnents cnsisting
mded cntact waers, sme with
integrated metaic shieds t cntr
crsstak. These waers er tighty
cntred impedance, as we as designand manuacturing fexibiity.
These advances have enabed
cnnectrs t eap rm megabit
t muti-gigabit perrmance as the
industry transitined rm singe-ended
t w- vtage d ierentia signaing. The
industry has very quicky transitined
rm 3.125 Gb/s t systems that
perate at 10+ Gb/s.
The race amng the eaders in the high-
speed backpane cnnectr segment
appears t be highighting severapredminate themes.
Perrmance scaabiity t csey
match requirements current and
uture iteratins within the same
cnnectr amiy. Within each
cnnectr amiy a series gd,
better, and best variatins are ered
that prvide smewhat higher/wer
bandwidth, increased signa density,r wer cst. Backward cmpatibiity
aws upgrades withut changing
PCB artwrk. In sme cases, the
right-ange daughtercard receptace
has been upgraded t aw a bst in
perrmance backpanes in existing
systems. Cnnectrs that utiize
advanced PCB tprint ruting er
anther variatin. Bandwidth bump
cntinues as cnnectrs riginay
designed r 5-6 Gb/s have mrphed
int 10-12+ Gb/s cnnectrs.
Mduar cnnectr assembies that
aw neary custm cnguratins
using a cectin standard
cmpnents. Insert mded cntact
waers are abe t maintain tight cntr
dimensins, essentia r signa
integrity at higher speeds. Pin cunts
can be adjusted by seecting the
apprpriate number waers. Waers
designed r high-speed, w-speed,and pwer can be easiy cmbined
t satisy very specic appicatins.
Design engineers win, as they are abe
t ne-tune their design t match their
specic needs.Advanced backpane cnnectr amiies
ten incude a u range packaging
ptins, incuding mezzanine,
midpane, rthgna midpane, and
card extender cnguratins. Designers
can package the entire system with
cmpatibe prducts, simpiying
the design, dcumentatin, and
manuacturing prcess.
Demnstrated perrmance headrm
t prvide cndence that cnnectrtechngy wi be abe t keep pace
with uture anticipated bandwidth
needs. Backpane cnnectrs rated t
40 Gb/s are currenty n the market,
athugh brad market need r
cnnectrs perating at this speed may
be three t ve years int the uture.
We are currenty in the prcess
transitining rm 5-6 Gb/s t 10 Gb/s
systems. Achieving reiabe 10 Gb/s
channes is nt a trivia accmpishment
and many oEMs are sti in the earning
prcess. It appears that 25 Gb/s
systems may be the next target, which
wi present additina chaenges t
every aspect the system design.
Suppiers are utiizing advanced
manuacturing techniques t achieve
higher pubished bandwidths. In
sme cases, suppiers are utiizing
mutipe dieectric materias t ne tune
resnance r speciaized gemetry t
minimize skew. Severa the highestperrming backpane cnnectrs are
integrating capacitrs int the cntact
waer r DC bcking, resuting in
imprved nise margin. This as rees
These advances haveenabled connectors to
leap rom megabitto multi-gigabit
perormance and Itappears that 25 Gb/ssystems may be the
next target
The prices ocomponents associated
with fber opticalternatives, including
fber, transceivers,and connectors,
continue to drop
by Bob Hult
Bishop & Associates
www.bishopinc.com
hig-spee b n Mipne
cnne ninue ee
8/3/2019 Ideanews 01 Web
13/17www.ideaelectronics.com
be csty. Thse prduct amiies that
are nt currenty ered in 85-hm
versins wi ikey be made avaiabe
in bth impedances as custmerdemand buids. 100 hm is expected
t dminate the market we int the
uture.
Interest in rthgna midpane
architecture is grwing. Mst backpane
suppiers er an rthgna ptin,
which can eectivey shrten the
ength signa traces between
daughtercards, reducing distrtin
created by the backpane.Molex
recenty intrduced an rthgna direct
cnnectr where daughtercards mate
rthgnay with each ther, eiminating
the midpane entirey. Withut the
midpane bcking cing a irfw,
the therma strategy the system is
News
I E I L
ELE I
LIE
XIII
Suppliers areutilizing advanced
manuacturingtechniques
up vauabe space and simpies ruting
n the PCB.
Mechanicay and eectricay identica
secnd surces that assure suppy atcmpetitive prices. Athugh they may
nt be annunced at the intrductin
a new interace, advanced
cnnectrs are ten the resuts eary
cabratin between tw suppiers.
This is ess true r sme der
cnnectr amiies, but becmes critica
when majr oEMs seect a cnnectr
r a device that is expected t evve
ver a ng prduct ie.
Athugh nt universa, cnnectr
amiies are ten ered in bth 100-
and 85-hm dierentia impedance.
Mst suppiers are seeing increased
interest in 85-hm cnnectrs, which
nt ny matches the impedance
emerging siicn chips, but as ers
the ptentia thinner PCBs and ess
cmpex trace ruting. This adjustment
requires a change in cnnectr
materias and/r gemetry, which may
simpied, but issues mechanica
aignment and pwer distributin
intrduce new chaenges.
Dening a backpane cnnectr by
a pubished Gb/s bandwidth is a
cmmn measure used in the industry
tday, but it is increasingy becming
irreevant. As system speeds rise, the
ptimizatin every aspect in the
channe, incuding PCB materias,
pated thru-he design, and trace
ruting, becmes essentia. Many
high-speed cnnectrs can perrm
at 10+ Gb/s, i the ink is sucienty
shrt and prper design rues have
been appied, but nise margin that
wrks in ne circuit may resut inunacceptabe nise and crsstak in
anther. A mre reevant measure
wud be t quantiy perrmance
a dened backpane ink that is ne
meter in ength and passes thrugh
tw backpane cnnectrs. Mre useu
measures a successu channe
incude eves insertin/return ss,
crsstak, and nise.
leading suppiers in the high-speed
backpane cnnectr market have
created an extensive set technica
supprt ts t assist custmer
impementatin these advanced
interaces. Appicatin parameters
each appicatin are unique and
can have signicant infuence n the
abiity the channe t perrm t
specicatin. Cnnectr suppiers
er advanced signa integrity supprt
incuding design supprt, circuit
Robert Hult has been in the connector
industry or more than 39 years. Hultbegan his career as a sales engineeror Amphenol in Chicago. He joinedAMP Inc. in 1972 and served in severalmanagement positions through 1996.In 1997, Hult joined Foxconn asgroup marketing manager or Intel
in Chandler, Arizona, U.S. Prior to
joining Bishop & Associates, Hult wasthe regional application engineeringmanager or Tyco Electronics (nowTE Connectivity). Hult graduated in1968 rom Bradley University witha bachelor o science degree inelectronics technology and a minor inbusiness.
rt hult
simuatin, evauatin bards, and
trubeshting anaysis, which is
critica t smaer oEMs that may nt
have this eve interna resurce.
The cnnectr industry has prbaby
reached the practica imit high-
speed signa density backpane
cnnectrs. Cnnectr cntact
centerines cud be reduced, but
imitatins n ruting density make this
impractica uness surace munting
becmes mre widey accepted.
Making the cmpiant pin smaer cud
reduce nise attributed t the PTH, but
cncerns abut mechanica durabiity
as we as aspect rati becme issues.
Industry-eading manuacturers
high-speed backpane cnnectrs
are gearing up t address the
emerging radmap t higher speeds
being driven by prtabe devices,
incuding smartphnes, tabets, and
high denitin vide n demand.
The bandwidth required t supprt
these devices is pushing the speed
backpane cnnectrs in ruters and
servers t higher eves.
Industry standards rganizatins
such as Ethernet, InniBand EDR,
PCIe Gen3, and Fibre Channe
are scrambing t create updated
standards that have becme the vehice
that deivers this bandwidth in a unirm
and veriabe rmat.
Faster is better acrss many categries
that range rm miitary t cnsumer
prducts. Designers wi nd use
Dt Pdt T,bp & at i.
8/3/2019 Ideanews 01 Web
14/17www.ideaelectronics.com
News
I E I L
ELE I
LIE
V
engineering cmmunity.
Frecast r the tpics we are cvering,
RF and Wireess, lED and lighting and
Pwer and Pwer Management wi
achieve dube digit grwth during 2012,
therere as aways it is hw d yu
reach yur target markets, efcienty and
eectivey?
The unique rmat the Frtrnic
Techngy Frums was prven in 2011
t be ne the mst cst eective way
t get yu and yur prducts in rnt a
high quaity engineering audience.
This act was ed back t us by ur
spnsrs that have re bked r 2012
Deegates are attracted by the techngy
and market cus, technica cntent
and rmat the Frum and the actthat ny apprved engineers attend
the event ree charge. Spnsrs get
the pprtunity t present technica
papers, run hands-n wrkshps and
have appicatin engineers and prduct
Frtrnic UK is peased t
annunce that spnsrship
paces r their 2012 Frums are
prving extremey ppuar and bking
very quicky.Additional new spnsrs
aready incude Renasas, Avnet
Abacus, Sunpower Technology,Universal Science, Agilent, TUVPS,
Adeunis RF, Murata Power Solutions,
Vicor, with mre t w.
With spnsrship paces imited t
a maximum 20 at each event we
expect t be versubscribed, s we
strngy recmmend that ptentia
spnsrs register their interest with us
as eary as pssibe.
Forums scheduled for 2012 are:
lED and lighting Design
March 27
RF and Wireess Design
June 26
Pwer and Pwer Management
Oct 23
Auditrium / Exhibitr Area
A events take pace at the Williams F1
Conference Centre near oxrd
In these difcut ecnmic times
marketing budgets can be frst in-ine
r cutting. Hwever the need t get
prducts and new techngies in
rnt design engineers remainskey t successu grwth, in act
there is prbaby a greater need
tday r getting ace t ace with the
The need to getproducts and new
technologies in ronto design engineersremains key to
successul growth
Delegates areattracted by the
technology/marketocus and technical
content
New pn e
Fni Uk tengyFum f 2012
managers avaiabe t discuss technica
sutins and prducts t an audience
that is genuiney interested and activey
invved in the design eectrnics.
This a happens within the great
surrundings and aciities the
Wiiams F1 Cnerence Centre where
the inrma atmsphere makes it
mre ike a cub than a techngy
cnerence.
Spnsrship paces are fing ast s
t be sure yur pace r r urther
inrmatin visit
www.fortronicuk.com
r cntact: Chris osbrn at
chris@motiv8uk.com
r increased bandwidth, which has
becme the expectatin in next-
generatin prducts. New cnnectrs
are in the pipeine that wi cntinue t
address higher speed and better nise
margin.
lnger-term, the bandwidth radmap
appears t make reiabe 25 Gb/schannes that extend 27 t 39 ng
the next target. It is uncear i traditina
backpanes wi evve t rthgna
midpane architecture r i discrete
cabes pugging int the back a
backpane can deiver a mre cst-
eective, high-speed intercnnect
sutin. Anther apprach wud be
t deiver increased bandwidth using
mutipe wer speed channes via
higher density backpane cnnectrs.Anther ptentia sutin cud be the
use Pam 4 signaing t keep bandwidth
imits within cmrtabe eves.
Ater 25 Gb/s channes becme
mainstream, the utk r cpper
becmes uzzier. Channes that perate
at 40 Gb/s per dierentia pair may be
technicay easibe, but they may nt
be the mst cst-eective chice. The
prices cmpnents assciated with
ber ptic aternatives, incuding ber,
transceivers, and cnnectrs, cntinue
t drp. At the same time, advanced
signa cnditining devices required t
extend the reach high-speed cpper
inks adds cst and cmpexity. The
physics eectrnic and ptica circuits
d nt change, but the ecnmics
bth are in cnstant fux.
The wing chart utines sme
the eading high-speed backpanecnnectr prducts currenty n the
market. Stay tuned, as this ist is
expected t grw ver the next ew
years.
The physics oelectronic and opticalcircuits do not change,
but the economicso both are in
constant fux
8/3/2019 Ideanews 01 Web
15/17www.ideaelectronics.com
was voted by a team o jurors rom
the electronic community, including
end customers, distribution, customer
supply operations and management.
These are our most demanding critics
and to be recognized as a best supplier
means we are doing our job well and
delivering on our promise to solve the
most demanding RF challenges. wasMark Murphy, directr marketing,
RF Pwer, NXP Semiconductors.
Roberto Legnani, Inneon
Technologies Senir Directr Saes
Suth Eurpe, said: The award is a
rewarding recognition or the Infneon
team. We like then to consider this
prize as a concrete appreciation
o our success in giving value to
the distribution channel and, as a
consequence, to their fnal customers.
News
I E I L
ELE I
LIE
XV
and IDEA meeting for industry executives
which will take place on the same day:31st May
Amngst Itaian distributrs it
has nw becme a traditin tmeet a tgether r the annua
Gaa Dinner. Usuay mre than ur
hundred pepe, amst a the payers
the eectrnic cmpnents industry
- distributrs and manuacturers - meet
tgether r sme hurs un and
gd d. Since 2003, the Gaa Dinner
traditin has been cmpemented
by theAssodel Award (the Italian
Distribution Award).
The award is given annuay t
manuacturers in the eectrnics
industry wh are hnured r theirexceent quaity bth perrmance
and cabratin.
The award is
presented in
nine cmpnent
categries:
Active cmpnents
Passive cmpnents
(therwise knwn as IP&E)
Cnnectrs
Eectrmechanica devices
(E-mech) lED
Dispay
RF & Wireess
Pwer
Instrumentatin
Within these nine categries the
eectrnic cmmunity - distributrs
and end-custmers - via an n-ine
survey, are requested t evauate the
manuacturers r the vaue their
prducts and r the wing seven
key parameters:
Cmmercia supprt
lgistic supprt
Technica supprt
Cmmunicatin
Reatinship quaity Prduct quaity and
Distributin picies.
The resut the n-ine p wi be
urther cnsidered by a pane experts
(a jury) either rm Assde r ther
assciatins r Universities that wi
make the na decisin t whm
each award wi be made.
This year, the Assde Award wi
be hed n 31st May in Milan and
wi w the 1st IDEA ExecutiveConference - ne u day
cnerences aimed at executives
in eectrnics manuacturing and the
cmpnent suppy chain.
an iMPorTanT awarDAs it has been said, ver the years,
this award has been perceived mre
and mre as an imprtant recgnitin
given t the manuacturers rm the
distributin channe.
The qutes bew, cming rm sme
ast years Assde Award winners shw
exacty the vaue this recgnitin.
We are very proud o this ofcial
recognition rom our Italian partners,
this confrms our business strategy
to ocus on customers and customer
satisaction, says Manuel Zarauza,
Managing Directr SeoulSemiconductor, wh accepted the
2011 award r the Visua/lED categry.
Mark Stanley, saes and marketing
manager Hitachi DPG cmmented,
Italy is a key European market or
us and we see this award as a great
achievement. We look orward to
continuing the positive and proftable
relationships we have with our Italian
distributors.
Its a particular honour that this award
Assodels 10thannual awards
ae aw 2012
Ya sm pav connto e-MhVualLeD Dlay
powrF &Wl
intum.
2011 Infneon Murata FCI PanasonicSeoul Semicond./Hitachi Disp.
Power-One NXP Yokogawa
2010 Linear Murata Molex Honga Cree / SharpMitsubishiElectric
Cinterion Agilent
2009 Fairchild Epcos Phoenix Tyco El. Osram IR Freescale Tektronix
2008 STM AVX Harting Finder Toshiba Fairchild Analog Device Fluke
2007 Infneon Vishay TycoPanasonicE. W.
Sharp Ixys Cypress LeCroy
2006 Freescale Murata FCI Honga Avago IR Telit Tektronix
2005 Microchip Epcos Molex Tyco El. Osram - - -
2004 Renesas Kemet FCI Omron Hitachi Display - - -
2003 STM Murata FCI Tyco El. Sharp - - -
Fonte: Assodel* in 2010 the award for the Visual category was split into LED and Display
2012 CALENDARby Marco MusiariTechnical Director, Assodel
www.assodel.it
8/3/2019 Ideanews 01 Web
16/17www.ideaelectronics.com
News
I E I L
ELE I
LIE
VI
Eletronis Market:
Europe at the crossroadsby Georg Steinberger
Chairman of
DMASS & FBDI
www.fbdi.de
And the rer caster that
is the cmpnents market
heads back dwn. Fwing
a tumutuus rst ha 2011 with
amst 25% grwth, the secnd ha
the year punged, ending at abut 5%
bew 2010.
This presents an interesting situatin,since 2011 vera was the mst
successu year r, at east, the
Eurpean cmpnents distributin
market. In cmparisn with 2011,
2012 can ny begin with a ss;
current bkings d nt match thse
the terric rst ha 2011.
At best 2012 wi be a fat year.
Hwever distributin shud make up
grund in the vera market.
The reasns why the cycica trend
is striking again and in u rce are
numerus and in certain respects
quite simiar t 2009, in ther
respects cmpetey dierent. First,
the simiarities: in 2009 the market
capsed wing a psitive cycica
trend in 2007 and up t the ast quarter
2008. The same is happening
wing 2011, athugh at a much
higher market eve and with muchmre dynamic grwth and avaiabiity
prbems. In additin, the genera
ecnmic cnditin is simiar t 2009;
the market is undubtedy dminated
by cautin reated t the eur crisis
and a ming gba ecnmic
dwnturn. This cncerns bth the
interna market as we as prspects r
Eurpean exprts.
Here end the simiarities. It must be
nted that the panic ate 2008, eary2009, is nt repeating itse and there
can be n discussin a 2011 market
crash, at best a swdwn. This is best
exempied by the capacity utiizatin
the semicnductr manuacturers:
In Q1 2009, the quarter o horror r
the industry, the capacity utiizatin
the chip manuacturers e t 57%.
Tday it remains at 90%, with n
signs a majr panic that this cud
dramaticay change. And this even
thugh inventry eves at custmers in
key industries are up t 20 days higher
than r ha a year.
Other dierences: in 2009 a bm inu swing was stpped, and ater a
shrt time resrted again t panic at
u speed, r neary tw years. Nw
the eectrnics upturn, which has
partiay anticipated grwth (r ear
urther acatin), is mderating itse.
At that time, a wave o innovation in
varius markets pied up - renewabe
energy, cnsumer, and autmtive.
Tday it can be stated r certain that
saturatin devices and equipmentexists in the system, which is refected
in prductin in Asia and in Eurpe.
The prductin index in Western
Eurpe is at its west eve in years.
What happens in the vera market,
as aects distributin in Eurpe,
athugh the segment-mix is
signicanty dierent. In recent years,
distributin beneted rm vigrus
grwth amng custmers wh had
nt abandned dmestic prductin
seeking wer csts in the Far East.
The DTAM is grwing aster wing t
autmtive, thugh abve a due t
industria with a its sub segments,
especiay renewabe energy.
Unrtunatey these tw sectrs
are thse currenty with the highest
inventry eves primary prducts.
This cud draw itse ut int2012 and the DTAM cud at east
tread water. But in the ng-term
Eurpe is and remains, as a resut
its shrinking share the wrd
In many ways 2012 could
be interesting for the
European electronicsmarket - all signs point to a
slowdown - cyclically and
macro-economically (euro).
Both will infuence Europes
future role in the global
electronics market
IDEA
sToPPress!Idea hl MjIil CcCan imroedcollaboration in te sulynetwork encouragegrowt in EuroeanElectronic Comonentsmarkets? t cici wihh 2012 Assodel Gala iMil h 31st May 12.th cc is im si mgm cssh lcic cmpssupply wk willpvi isigh ih hikig g iusy ls cmms hwimpvig cllbicugs gwh.
Hl h BancaIntesaSan paolo i Mil hcc will s 10:15 cls 17:00 b llw i h vigby h mus asslGl di awsCmyIdea will b publicisig ull g s bu, i hmim, pls mk i yu iyMilan, 31st May, IDEA
Conference and Gala Dinner
t su yu h milig lis his v jus mil
segreteria@ideaelectronics.com
qus uh ils b s yu.
In Q1 2009, thequarter o horror or
the industry, thecapacity utilization o
the chip manuacturersell to 57%
8/3/2019 Ideanews 01 Web
17/17
upcming generatin - the ack
skied wrkers - aects many
industries, but is especiay pignant
in engineering and the eectrnicsindustry.
The mst dicut jbs t are
speciaists such as appicatin
engineers. This is exacerbated by
the ack quaied yung university
graduates. Thankully the industry is
shrinking and prductivity is cimbing,
say the sarcastic. In a seriusness,
industry must think abut rm where
the quaied wrkers tmrrw wi
cme. Tw questins every cmpanyshud answer r themseves are as
ws: Are we supprting the wrkers
tmrrw enugh in preparatin
r these pressins? In genera, are
we ering the yunger generatins
such as Generation Y and the
Digital Natives an attractive wrk
envirnment? This wi decide nt ny
the gba cmpetitiveness Eurpes
high-tech industry but as the uture
the industry itse.
Regardess hw the market actuay
deveps in 2012, the chaenges are
nt ny interna t industry, but as
scieta.
Devepment in the eectrnics industry
merey refects what is happening in
sciety: Is there enugh innvatin t
cmpete in the gba devepment
game?
Thugh nt necessariy in argecmpanies, which devep and
prduce msty in Shanghai, rather in
sma and medium-size enterprises,
which are, nt cincidentay, as
distributin custmers?
Frm distributins pint--view these
are the true market eaders. Tgether
it is pssibe t nd avenues uture
grwth with the ewest pssibe
bureaucratic hurdes.
News
I E I L
ELE I
LIE
The distributionmarket must beprepared or 3trends: shit,
availability andregulations
market, a distributin market with
disprprtinatey high grwth r
distributrs. The American market
ws a simiar mde, thugh themarket segments are cmpetey
dierent. Autmtive and industria pay
a much smaer re r distributin in
America than in Eurpe.
What must the Eurpean distribution
market be prepared r in the near
uture? lets think it as three trends:
shit, availability and regulations.
1. A shit in market cnditins hasbeen taking pace r severa years
- previusy rm Western Eurpet Suthern Eurpe, increas