Purchasing Managers' Indices August (Flash) vs. …...4 Broadcom 7,280 5 Qualcomm 7,190 6 SK Hynix...
Transcript of Purchasing Managers' Indices August (Flash) vs. …...4 Broadcom 7,280 5 Qualcomm 7,190 6 SK Hynix...
Chart 1
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PMI
July August
Purchasing Managers' IndicesAugust (Flash) vs. July 2016
Markit Economics
Above 50 = GrowthBelow 50 = Contraction
Chart 2 U.S "Purchasing Managers" Indices
Diffusion Index, >50 = Growth
Markit Economics & ISM
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Chart 3Eurozone "Purchasing Managers" Index
Diffusion Index, >50 = Growth
Markit Economics
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Chart 4Japan "Purchasing Managers" Index
Diffusion Index, >50 = Growth
Nomura/JMMA
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Chart 5U.S. Electronic Equipment Book/Bill Ratio
3-Month Average
www.census.gov/indicator/www/m3/
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Chart 6U.S. Electronic Equipment Orders & Shipments
Computer, Communications, Measurement & Control and Military
www.census.gov/indicator/www/m3/
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Chart 7U.S. Electronic Equipment Order & Shipment Growth
Computer, Communications, Measurement & Control and Military
www.census.gov/indicator/www/m3/
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ShipmentsOrdersZero Growth
3/12 Rate of Change
Chart 8
U.S. Electronic Equipment Inventories vs. Orders
www.census.gov/indicator/www/m3/
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Chart 9 U.S. Defense Capital GoodsOrders & Shipments
www.census.gov/indicator/www/m3/
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Chart 10 U.S. Defense Capital GoodsBook/Bill Ratio
www.census.gov/indicator/www/m3/
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Chart 11 U.S. Aircraft & Parts Shipments
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www.census.gov/indicator/www/m3
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Chart 12 U.S. Aircraft & Parts Orders
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Chart 13DMASS - European Semiconductor
Distribution Industry
http://dmass.com/ 8/16
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Chart 14 DMASSEuropean Semiconductor Distribution Industry
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Georg Steinberger: "What we are seeing from a regional perspective is a weakening market in the UK, more production transfer from Nordic to Eastern Europe and strong growth in some low-cost manufacturing countries in Eastern Europe. There is a lot of movement but, on the positive side, Germany returns a healthy, organic growth and so does Italy. The question is 'are we seeing now the end of a long positive streak for distribution or is it just a normal slowdown'? I would tend to believe that in spite of a slowdown, the opportunities for organic growth are still excellent in the mature economies.“ 8/16
DMASS 6/2016; http://dmass.com/
"Growth rate for semiconductor distribution slows down through a quiet Spring quarter. Germany and Eastern Europe stay ahead, UK and Nordic decline.”
Chart 15
Smartphone Unit Shipments to End UsersWorld
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Chart 16 World Smartphone Sales 2Q’16
Gartner 8/16
2Q’16 TOTAL: 344.4 Units
22.3%
12.9%
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46.0%
SamsungAppleHuaweiOppoXiaomiOthers
2Q’15330.3 M
Chart 17World Smartphone Sales 2Q’16
by Operating System
Gartner 8/16
2Q’16 TOTAL: 344.4 Units
86.2%
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Chart 18 N American Semiconductor Equipment Industry Book/Bill Ratio
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SOURCE Semiconductor Equipment and Materials Internationalhttp://www.semi.org
Production EquipmentNot Chips
Chart 19 N American Semiconductor Equipment Industry Shipments & Orders
SOURCE Semiconductor Equipment and Materials Internationalhttp://www.semi.org
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Shipments
Orders
$M (3-Month Average)
Rank Maker 1H’161 Intel 26,0712 Samsung Electronics 19,6663 TSMC 13,0034 Broadcom 7,2805 Qualcomm 7,1906 SK Hynix 6,4467 Texas Instruments 5,8518 Micron 5,8499 Toshiba 4,93210 NXP 4,58911 MediaTek 3,93012 Infineon 3,62013 ST 3,29914 Apple 2,91015 GlobalFoundries 2,81016 Renesas 2,78117 Nvidia 2,59218 Sony 2,26019 UMC 2,17720 AMD 1,859
Top 20 Total 129,115
1H’16 Semiconductor Sales Leaders including Foundries ($M)
IC Insights 8/16
Chart 21 Mobile DRAM Revenues 2Q'16
DRAMeXchange 8/16
61.5%
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Samsung
SK Hynix
Micron Group
Nanya
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2Q'16 Total: US$3.929 Billion
$3.353 B1Q'16
Chart 22 Mobile DRAM Market Share by Region 2Q'16
DRAMeXchange 8/16
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www.bea.gov/national/