Reactive vs. Proactive Approaches to Obsolescence Management · Obsolescence Management . 250 Million+ Orderable Part Numbers Up to 42 Parametric values/product line Risk Analysis

Reactive vs. Proactive Approaches to Obsolescence Management

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Agenda

Agenda

1. SiliconExpert Introduction 3-5 minutes

2. Walt Custer- Custer Consulting 35 minutes

3. Wade Hanna- SiliconExpert 20 minutes

4. Questions & Answers 3-5 minutes

Wade Hanna Senior Sales Engineer (508) 887-2830 [email protected]

SiliconExpert Panelist

• Serving Electronic OEMs, Distributors, Manufacturers & Contract Manufacturers

• Our Electronic Component Database of over 250 million components powers our:

o Comprehensive software tools o Integrated solutions o Professional services

About Us

Reactive vs. Proactive Approaches to Obsolescence Management

250 Million+ Orderable Part Numbers

Up to 42 Parametric values/product line

Risk Analysis & Obsolescence Forecasting Algorithms developed with CALCE

Regulation Compliance Data tracked: EU & China RoHS2, REACH, Conflict Minerals, WEEE & Material Declarations

Parametrically-derived cross-references for millions of parts

Our Database

Reactive vs. Proactive Approaches to Obsolescence Management Today’s Expert Panelist

Business OutlookGlobal Electronics Industry

Supply Chain

Custer Consulting Groupwww.custerconsulting.comAugust 2014

20140804

Topics of this Presentation

• Business Cycles & Global Economy• World & Regional Electronic Supply Chain Growth- Electronic Equipment- Active & Passive Components- EMS/ODM Companies- Materials and Process Equipment• Summary & Forecasts

• Forecasting tools and how to use this information to predict your companies sales

Global Business Conditions1H’14 growth was variable. China slowed but Japan, N America & Europe accelerated. Recently China has resumed growth & Europe has decelerated but overall global growth has continued

World electronic equipment sales increased about 5% in 2Q’14 vs. 3% in 1Q’14

Smartphone sales are strong while media tablet growth is slowing

Solar/photovoltaic demand is recovering

Global semiconductor shipments reached all time high in June

Some re-shoring from Asia/Pacific to N America & Europe and also shifting of manufacturing from China to lower cost southern Asian countries.

Global unrest is worrying - especially Mideast/Gaza/Israel & Russia/Ukraine

U.S. political wrangling is limiting domestic progress

20140714

Industry Dynamics

BUSINESS CYCLE Electronic Equipment, EMS/ODM Companies, Components, Materials & Capital Equipment

-6

-4

-2

0

2

4

6

0 30 60 90 120 150 180 210 240 270 300 330 360

Electronic Equipment

EMS/ODM

Components

Raw Materials

Capital Equip

Expansion ContractionTime ->

20130915

% Growth

+

-

0

Electronic Equipment, SEMI Equipment, PCBs & Semiconductor Shipments20140805

0.0

0.5

1.0

1.5

2.0

2.5

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00 01 02 03 04 05 06 07 08 09 10 11 12 13 14

PCBSemiconductorElec EquipSEMI EquipmentZero Growth

3/12 Rate of Change

Source: Custer Consulting GroupCalendar Year

ActualBusinessCycles

Global Economy

Industrial Production – World% Change vs. One Year Earlier

Britain + 2.2 MayCzech Republic + 2.6 MayFrance - 3.7 MayGermany + 1.2 MayItaly - 1.8 MayNetherlands + 0.6 MayRussia + 0.4 JunSpain + 0.5 MayEuro Area + 0.5 May

Canada + 3.9 AprUSA + 4.3 JunChina + 9.2 JunIndia + 4.7 MayMalaysia + 6.1 MaySingapore + 0.4 JunS Korea + 0.6 JunTaiwan + 8.6 JunThailand - 6.6 JunJapan + 3.2 Jun

www.economist.com + Eurostat

20140802

50.5

55.8

49.3

51.7

51.8

57.1

52.5

51.5

54

48.4

50.7

51.8

55.3

52.6

48.0 50.0 52.0 54.0 56.0 58.0

Japan

Taiwan

S Korea

China

Europe

USA

World

PMI

June July

Purchasing Managers' Indices June vs. July 2014

Markit Economics, JPMorgan and ISM

Above 50 = GrowthBelow 50 = Contraction

20140803

Global "Purchasing Managers" IndexDiffusion Index, >50 = Growth

Markit Economics

30

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2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014

PMI

20140802

World Purchasing Managers Index3/12 Rate of Change

ISM, JPMorgan, Markit Economics

20140802

0.6

0.8

1.0

1.2

1.4

1.6

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2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014

3/12

Rat

e of

Cha

nge

ChinaUSAEuropeWorld0 Growth

PMI Leading Indicator vs. Global Semiconductor Shipments

http://www.census.gov/indicator/www/m3/

20140803

0.3

0.5

0.7

0.9

1.1

1.3

1.5

1.7

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2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2013

CCG Semiconductor Leading Indicator

SIA Semiconductor Shipments

0 Growth

3/12 rate of growth

2-MonthLead

Electronic Equipment

2013 World Electronic Equipment Production by Type

Electronic Outlook 10/2013

2.3%

22.2%

12.8%

7.9%26.5%

8.9%

9.9%

9.5%BusinessCommunicationConsumerAutoComputerGov/MilitaryIndustrialInstrument

20130101

World Electronic Equipment ProductionBy Type20140802

0

200

400

600

800

1000

1200

1400

1600

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2000

Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014

industr+instrugov/milComputer & PeripheralsautomotiveconsumerTelecom/DatacomBusiness

Preliminary2Q’14 Estimate

+4.7%

Methods to Measure Growth

Sector composites based upon financial reports of similar companies- Typically quarterly, semiannually or monthly

Government and trade organization statistics- Typically monthly

- TIMELY DATA REPORTED ON A CONSISTENT BASIS IS KEY

Sector Analyses based on Company Financial

Reports

Electronic Equipment SuppliersComposite of 160 Public Companies

Revenue, Net Income & Inventory

Computer 13, Internet 9, Storage 10, Communication 20, SEMI 30, Medical 23, Instruments 11, Military 6, Business & Office 3, Consumer 13, Automotive 11

20140802

-100

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Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014

$ Billions

Revenue

Income

Inventory

Preliminary2Q’14 estimate

+4.7%

Electronic Equipment SuppliersComposite of 160 Public Companies

Quarterly Revenue Growth

Computer 13, Internet 9, Storage 10, Communication 20, SEMI 20, Medical 23, Instruments 11, Military 6, Business & Office 3+ Media tablets from all vendors, Consumer 13, Automotive 11

201405802

-20

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Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1

2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014

% G

row

th

Inventory/Sales Ratios Large Component Distributors, Semiconductor, EMS & OEM Companies

Custer Consulting Group based upon company financials

20140802

0.15

0.25

0.35

0.45

0.55

0.65

0.75

0.85

Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014

Semiconductor

EMS

OEM

Component Distrib

Ratio: Inventories/Sales

Global Electronic Supply Chain Growth 2Q'14 vs. 2Q'13 (preliminary)

51

-55

711

-16

15

121

1112

47

-11

-12

6

-10 -5 0 5 10 15 20 25Electronic Equipment

MilitaryBusiness & Office

Instruments & ControlsMedical

CommunicationInternet

ComputerData Storage

AutomotiveConsumer

SEMI EquipSemiconductors (SIA)Passive Components

PCBsComponent Distributors

Large EMS (excl Foxconn)ODM

PCB Process EquipmentMaterials

PCB Laminate

% Change

20140806

US$ equivalent at fluctuating exchange; based upon industry composites including acquisitions

Regional Data from Government, Industry & Trade Organization

Statistics

EuropeJapanTaiwan/ChinaUSA

European Computer, Electronic & Optical Products Production

Eurostat, C26 category, EU 27 countries

20140714

80

85

90

95

100

105

110

115

120

1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5

1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014

Index (2010=100), Seasonally Adjusted

Japan Electronic Equipment Production by Month 2000 to Present

0200400600800

100012001400160018002000

1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014

Elec Application EquipElectronic Measuring InstrumentationCommunications EquipmentComputers & Related EquipmentElectronic Business MachinesConsumer Electronic Equipment

JEITA www.jeita.or.jp/

20140720

Yen Billion

Taiwan/China Electronic Equipment ProducersComposite of 101 Manufacturers

Consolidated Revenue

Taiwan listed companies, often with significant manufacturing in China

20140711

0

100

200

300

400

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600

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800

900

1000

1 4 7 10 1 4 7 10 1 4 7 10 1 4 7 10 1 4 7 10 1 4 7 10 1 4 7 10 1 4 7 10 1 4 7 10 1 4 7 10 1 4 7 10 1 4 7 10 1 4 7

2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014

June 2014 up 3.7% compared toJune 2013 and up 11.7% compared to May 2014

NT$ Billions

U.S. Electronic Equipment Orders & ShipmentsComputer, Communications, Measurement & Control and Military

www.census.gov/indicator/www/m3/

20140725

14

16

18

20

22

24

26

28

30

32

34

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1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 20132014

Thou

sand

s Orders

Shipments

$ Billions (monthly, seasonally adjusted)

U.S. Electronic Equipment OrdersMonthly Data

www.census.gov/indicator/www/m3/

20140805

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Jan

Jun

Nov Apr

Sep

Feb

Jul

Dec

May Oct

Mar

Aug Ja

nJu

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ov Apr

Sep

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Jul

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Mar

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Sep

Feb

Jul

Dec

May Oct

Mar

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014

Medical, Measuring & Control

Search & Navigation - non Military

Communication- non Military

Computer & Related

Military-Search & Navigation

Military-Communications

$ Billions (monthly, seasonally adjusted)

Global Electronic Equipment

EuropeJapanTaiwan/ChinaS KoreaUSA

World Electronic Equipment Shipmentsby Region 2013 @ 2012 Exchange Rates

Electronic Outlook 10/13

20%

15%

6%52%

7%

N AmericaW EuropeJapanRest of AsiaROW

Total Production: $2,002 Billion

FinalAssembly

Regional Electronic Equipment Shipment Growth

20140805

0.60.70.80.91.01.11.21.31.41.51.61.71.81.92.0

Jan

May Sep

Jan

May Sep

Jan

May Sep

Jan

May Sep

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May Sep

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May

00 01 02 03 04 05 06 07 08 09 10 11 12 13 14

Taiwan/ChinaJapanUSAEurope (EU27)KoreaZero Growth

3/12 Rate of Growth (in local currency)

Sources: IPC, JPCA, Taiwan/China composite; Eurostat "wiring devices" for Europe

Calendar Year

World Electronic Equipment Monthly Shipments

Converted @ Constant 2012 Exchange Rates

Source: Custer Consulting Group & Electronic Outlook Corp

20140805

0102030405060708090

100

Jan

May

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2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014

USA

W Europe

Japan

Taiwan+China

ROA

ROW

US$ B

World Electronic Equipment Monthly Shipments

Converted @ Fluctuating Exchange Rates

Source: Custer Consulting Group & Electronic Outlook Corp

20140805

80

100

120

140

160

180

Jan

May

Sep

Jan

May

Sep

Jan

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May

2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014

June 2014 up 2.9% vs June 2013and up 7.9% vs. May 2014

US$ M

Market Segments

Volume (Shifted to Low Cost Areas)Computers & Mobile Communication DevicesOther Consumer ElectronicsDatacom/TelecomAutomotive

"Protected"MilitaryMedicalInstruments & ControlsHigh IP Content

Prototype, Quick Response, Short Run, Need for Local Support

Military EquipmentComposite of 16 Public Companies

Revenue, Net Income & Inventory

Boeing (military portion), EADS (military portion), Finmeccinica,General Dynamics, Halliburton, Harris, Honeywell (military portion), L-3 Communications, Lockheed, Moog, Northrop Grumman, Raytheon, Rockwell Collins, Textron, Thales, United Technology

20140802

0

20

40

60

80

100

120

Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014

$ Billions

Mill

ions Revenue

Income

Inventory

+ 0.9%

U.S. Military Electronics Orders & ShipmentsDefense Communication & Search & Navigation Equipment

www.census.gov/indicator/www/m3/

20140805

0

1

2

3

4

5

6

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Sep

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2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014

Thou

sand

s Orders

Shipments

$ Billions (monthly, seasonally adjusted)

U.S. Aircraft & Parts Shipments

02468

101214161820

1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5 9 1 5

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014

Non-Defense Defense

www.census.gov/indicator/www/m3

US$ Billion

20140805

Instruments & Control EquipmentComposite of 12 Public Companies

Revenue, Net Income & Inventory

ABB, Agilent, Ametek, Emerson, Itron, National Instruments, PerkinElmer, Rockwell Automation, Rotork, Teledyne, ThermoFisher, Woodward Govenor

20140802

-505

1015202530354045

Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 20132014

$ Billions

Mill

ions

Revenue

Income

Inventory

Preliminary 2Q’14 results5.1%

U.S. Electromedical, Measurement & Control EquipmentOrders & Shipments

www.census.gov/indicator/www/m3/

20140805

4

5

5

6

6

7

7

8

8

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May

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Sep

1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014

Orders

Shipments

$ Billions (monthly, seasonally adjusted)

Communication&

ComputerEquipment

ChangingElectronicEquipment

Markets

Mobile Phone Unit ShipmentsWorld

Gartner Dataquest 2/14 & prior reports, 1Q’14 growth per IDC on 4/30/14

050

100150200250300350400450500

Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 20132014

Thou

sand

s

UnitsUnits (Millions)

20140501

Smartphone Unit Shipments to End UsersWorld

Gartner Dataquest 2/14 & prior reports, Q1’14 per IDC Q1’14/Q1’13 growth on 4/30/14

0

50

100

150

200

250

300

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

2007 2008 2009 2010 2011 2012 2013 2014

Thou

sand

s

Units (Millions)

20140730

Personal Computer Unit ShipmentsWorld

Gartner Dataquest 7/14 & prior reportsServer & Media Tablets not included

0102030405060708090

100

Q4Q2Q4Q2Q4Q2Q4Q2Q4Q2Q4Q2Q4Q2Q4Q2Q4Q2Q4Q2Q4Q2Q4Q2Q4Q2Q4Q2Q4Q2Q4Q2

1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 20132014

Thou

sand

s

UnitsUnits (Millions)

Media Tablets

IDC 7/14 & earlier

20140725

0

10

20

30

40

50

60

70

80

90

2011 Q4 2012 Q1 2012 Q2 2012 Q3 2012 Q4 2013 Q1 2013 Q2 2013 Q3 2013 Q4 2014 Q1 2014 Q2

OthersBarnes & NobleMicrosoftAmazonAcerLenovoAsusSamsungApple

Units (millions)

Smart Connected Device Market by Type

IDC 6/14

20140620

2011 2012 2013 2014 2015 2016 2017 2018Smartphone 53.2 59.5 65.3 69.7 71.2 72.6 73.6 74.1Tablet + 2-in-1 7.7 11.8 14.2 13.7 14.0 14.0 14.0 14.1Portable PC 22.4 16.5 11.6 9.3 8.4 7.7 7.2 6.9Desktop 16.6 12.2 8.9 7.3 6.4 5.7 5.2 4.9

0102030405060708090

100Unit % of Total

New Potential Growth Markets

Internet of Things (26 billion units by 2020, $300 billion added revenue)- Smart Cars- Smart Gear- Smart Homes- Smart Offices- Smart Cities

Driverless VehiclesDrones3D PrintingRobots

Industrial Robots: Sales by Region

IFR 6/14 & prior

20140620

2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013Total 80 95 120 111.1 114.4 113.0 60.0 120.6 166.0 159.3 129.3Not Specified 80 95 120 49.7India 0.8 0.9 0.9 0.4 0.8 1.5 1.5ROW 2.6 2.8 1.7 1.0 3.7 9.2 7.2Asia Pacific 5.9 4.3 6.8 3.6 8.7 11.1 12.0China 5.8 6.6 7.9 5.5 15.0 22.6 23.0 36.6S Korea 10.8 10.1 11.6 7.8 23.5 25.5 19.4N America 17.4 18.7 16.2 8.4 16.4 24.3 26.3 23.7Japan 37.4 36.1 33.1 12.8 21.9 27.9 28.7 26.0Europe 30.4 34.9 34.7 20.5 30.7 43.8 41.2 43.0

8095

120111 114 113

60

121

166 159129

020406080

100120140160180200

Units (000)

Components

- Semiconductors- Passive Components- Solar/Photovoltaic Industry- Component Distributors

Semiconductors

2012 2013 % CHSamsung 25.9 30.3 16.6Apple 17.2 22.2 28.9HP 10.8 10.1 - 6.5Lenovo 7.9 9.2 15.8Dell 7.7 7.7 0Cisco 6.3 6.6 4.1Sony 8.6 6.5 -23.9Huawei 4.3 5.2 21.1Panasonic 6.1 4.9 -20.1Toshiba 5.1 4.6 - 9.6Others 126.8 129.9 2.4Total 226.7 237.2 4.6

Top OEM Semiconductor Spending for Served Available Market (US$ Billion)

20140124

IHS 1/14

6/13 6/14 % CH

Americas 4.76 5.34 +12.1%

Europe 2.84 3.19 +10.0%

Japan 2.72 2.95 + 8.5%

Asia Pacific 14.56 16.09 +10.5%

Total 24.88 27.57 +10.8%

Monthly Semiconductor Shipments$ Billions (3-month average)

SIA www.sia-online.org/

20140803

World Semiconductor ShipmentsMonthly US$

SIA

20140803

0

5

10

15

20

25

30

Jan

Sep

May Jan

Sep

May Jan

Sep

May Jan

Sep

May Jan

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May Jan

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Sep

May Jan

Sep

May Jan

Sep

May Jan

Sep

May Jan

Sep

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May Jan

Sep

May Jan

Sep

May Jan

Sep

May

83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14

Thou

sand

s

3-Month AvgUS$ Billions (3-month average)

2009 recession much sharper but shorter than 2001

Global Semiconductor Shipments3-Month Growth Rates on $ Basis

Total $ Shipments from All Countries to an AreaSIA website: www.sia-online.org/

20140803

0.3

0.5

0.7

0.9

1.1

1.3

1.5

1.7

Jan

Sep

May Jan

Sep

May Jan

Sep

May Jan

Sep

May Jan

Sep

May Jan

Sep

May Jan

Sep

May Jan

Sep

May Jan

Sep

May Jan

Sep

May Jan

Sep

May Jan

Sep

May Jan

Sep

May Jan

Sep

May Jan

Sep

May Jan

84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14

3/12 rate of change

21

4

3 65

8

7

10

911

13

12

Total Semiconductor Shipments to an AreaMonthly Shipments - Reporting Firms

SIA website: www.sia-online.org/

20140803

0.02.04.06.08.0

10.012.014.016.018.020.0

Jan

Jun

Nov Apr

Sep

Feb

Jul

Dec

May Oct

Mar

Aug Ja

nJu

nN

ov Apr

Sep

Feb

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Sep

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Mar

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Sep

Feb

Jul

Dec

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Mar

95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14

Japan

N America

Europe

Asia-Pac

$ Billions SE Asia

Total Semiconductor Shipments to an AreaMonthly Shipments - Reporting Firms

SIA website: www.sia-online.org/

20140803

0%

10%

20%

30%

40%

50%

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80%

90%

100%

Jan

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Jan

Jul

Jan

Jul

Jan

Jul

Jan

Jul

Jan

Jul

Jan

Jul

Jan

Jul

Jan

Jul

Jan

Jul

Jan

Jul

Jan

Jul

Jan

95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14

Japan

Europe

N America

Asia-Pacific

Asia grows from 20% to 59% market share

6/14

11.5%

10.6%

19.8%

58.1%

N American Semiconductor ShipmentsMonthly & 3-Month Average Shipments

SIA website: www.sia-online.org/

20140803

0.0

1.0

2.0

3.0

4.0

5.0

6.0

7.0

8.0

Jan

Jun

Nov Apr

Sep

Feb

Jul

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May Oct

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Aug Ja

nJu

nN

ov Apr

Sep

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Dec

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Aug

95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14

Thou

sand

s

Month

3-Month Avg

$ Billions

Semiconductor Fab, Assembly, Packaging,Test & Measurement

Equipment

2012 2013 2013/2012 Applied Materials 5,513 5,460 - 1.0%ASML 4,888 5,303 + 8.5%Lam Research 2,806 3,163 +12.7%Tokyo Electron 4,219 3,057 -27.5%KLA-Tencor 2,464 2,163 -12.2%Dainippon Screen Mfg 1,484 1,224 -17.6%Hitachi High-Technologies 1,138 862 -24.2%Advantest 1,423 845 -40.6%Teradyne 918 822 -10.4%Nikon Corporation 1,007 636 -36.8%Others 12,296 10,244 -16.7%All companies 38,154 33,778 -11.5%

Top SEMI Equipment Revenues2013 vs 2012 (US$ Millions)

20140501

Gartner 4/14

Semiconductor Fab, Test & Measurement Composite of 30 Public Companies

Revenue, Net Income & Inventory

Advantest, Applied Materials, ASM Intl, ASML, Brooks Automation, BTU, CollabRx, Dainippon Screen, Disco, Electroglas, Entegris, FEI, FSI, Hitachi Hi Tech, Hitachi Kokosai, KLA-Tencor, Ibis, Intervac, Kulicke & Soffa, Lam Research, MKS Instrument, Novellus Systems, Photon Dynamics, Rudolph Technologies, Teradyne, Tokyo Electron, Ultra Clear, Ultratech Stepper, Varian Semiconductor, Veeco, Xcerra (LTX-Credence)

20140802

-4.0-2.00.02.04.06.08.0

10.012.014.016.018.0

Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014

US$ Billions @ fluctuating exchange

Chart TitleRevenue

Income

Inventory

+21%

Semiconductor Capital Equipment Shipments by Area

www.semi.org, www.seaj.or.jp/ 6/14

0.0

2.0

4.0

6.0

8.0

10.0

12.0

14.0

Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 20132014

ROW

China

Taiwan

S Korea

N America

Japan

Europe

$ Billions

+39%

Global Semiconductor & Semiconductor Capital Equipment3-Month Shipment Growth Rates on $ Basis

Sources: SIA; Semiconductor Equipment Association of Japan, www.semi.org, Custer Consulting Group SEMI equipment sector composite growth

20140803

0.0

0.5

1.0

1.5

2.0

2.5

3.0

3.5

4.0

Jan

Aug Mar

Oct

May

Dec Ju

lFe

bSe

pA

prN

ov Jun

Jan

Aug Mar

Oct

May

Dec Ju

lFe

bSe

pA

prN

ov Jun

Jan

Aug Mar

Oct

May

Dec Ju

lFe

bSe

pA

prN

ov Jun

Jan

Aug Mar

Oct

May

Dec Ju

lFe

bSe

pA

prN

ov Jun

Jan

Aug Mar

Oct

May

84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14

SemiconductorsSEMI Capital EquipZero Growth

3/12 Rate of Change

Passive Components

Passive ComponentsComposite of 12 Companies

Revenue, Net Income & Inventory

AVX, Bel Fuse, Diodes, International Rectifier, Kemet, Littlefuse, Murata, RF Micro, Rohm, Vishay, TDK, Yageo;Euro, Yen & NT$ converted to US$ at fluctuating exchange rates

20140802

-4.0

-2.0

0.0

2.0

4.0

6.0

8.0

10.0

Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014

$ Billions

Revenue

Income

Inventory

+12%Preliminary 2Q’14 results

U.S. Passive Components Shipmentsvs. Semiconductor Shipments to N America

U.S. Dept of CommerceSIA

201803

0.4

0.6

0.8

1.0

1.2

1.4

1.6

1.8

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14

Passive

Semiconductor

Zero Growth

3/12 Rate of Change

Semiconductors lead passive components by 1-3 months and are more volatile

Global "Purchasing Managers" Index vs. Global Passive Component & Semiconductor Shipments

20140802

0.4

0.6

0.8

1.0

1.2

1.4

1.6

1.8

Apr

Aug Dec Apr

Aug Dec Apr

Aug Dec Apr

Aug Dec Apr

Aug Dec Apr

Aug Dec Apr

Aug Dec Apr

Aug Dec Apr

Aug Dec Apr

Aug Dec Apr

Aug Dec Apr

Aug Dec Apr

Aug Dec Apr

Aug Dec Apr

Aug

00 01 02 03 04 05 06 07 08 09 10 11 12 13 14

Global PMI 3/12Global PassivesGlobal SemiconductorsZero Growth

Global PMI=JPMorganGlobal Passive Components = Custer Consulting Group Industry CompositeGlobal semiconductors = SIA

Solar/PhotovoltaicEquipment

Solar/Photovoltaic FinancialsComposite of 90 Public Global Companies

Revenue, Net Income & Inventory

20140715

-10,000-5,000

05,000

10,00015,00020,00025,00030,00035,00040,00045,000

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

2008 2009 2010 2011 2012 2013 2014

US$ (Millions) RevenueIncomeInventory +6.7%Note: currencies converted to US$

@ fluctuating exchange

Taiwan Solar/Photovoltaic Panel CompaniesComposite of 27 Manufacturers

20140711

05

101520253035404550

Jan

May Sep

Jan

May Sep

Jan

May Sep

Jan

May Sep

Jan

May Sep

Jan

May Sep

Jan

May Sep

Jan

May Sep

Jan

May Sep

Jan

May Sep

Jan

May Sep

Jan

May Sep

Jan

May Sep

Jan

May Sep

Jan

May

00 01 02 03 04 05 06 07 08 09 10 11 12 13 14

NT$ (Billions)

Acter, Big Sun Energy Technology, Chen Full Intl, Danen Technology, Daxon Technology, DelSolar, Delta Electronics, e_TON Solar Tec, InvetecGroup, Eversol, Gigasolar materials, Gintech, Green Energy Technology (GET), Higher Way Elec, Kenmec Mechanical, Ligitek, Motech, Neo Solar Power, Phoenixtec Power Co (PPC), Powermate, Precision Silicon, Sino-American Silicon Products (SAS), Solar Applied Materials Technology, Solartech Energy Corp, Sunrise Global Solar Energy, Sysgration, Tainenergy Tech, Tera Autotec, Tyntek, Wafer Works, Wholetech System Hitech

Calendar Year

Component Distributors

Electronic Component DistributorsComposite of 4 US Public Companies

Revenue, Net Income & Inventory

Arrow, Avnet, Nu Horizons (historical), Richardson

20140731

-4.0-2.00.02.04.06.08.0

10.012.014.016.0

Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014

$ Billions

Revenue

Income

Inventory

+5%

DMASS - European Semiconductor Distribution Industry

http://dmass.com/ 5/14

20120602

0

500

1000

1500

2000

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

2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014

Other France UK Italy Germany

$ Millions

DMASSEuropean Semiconductor Distribution Industry

20140602

478511

139 157123 136

108 124158 178

153 146

321348

0

100

200

300

400

500

600

Q1'13 Q1'14

Euros (Millions)

GermanyItalyUKFranceE EuropeNordicOther

DMASS 5/2014; http://dmass.com/

EMS & ODM Companies

Large EMS Providers Composite of 9 Public Companies

Revenue, Net Income & Inventory

Benchmark+Pemstar, Celestica, Flextronics+Solectron, Foxconn, Jabil, Plexus, Sanmina, Sypris, Venture Mfg

-20.0

-10.0

0.0

10.0

20.0

30.0

40.0

50.0

60.0

70.0

Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014

US$ Billions @ fluctuating exchange

Revenue

Income

Inventory

-0.7%

20140731

-2%%Q3'14/Q3'13

Guidance

Large EMS Providers Composite of 8 Public Companies

Quarterly Revenue Growth

Benchmark+Pemstar, Celestica, Flextronics+Solectron, Jabil, Plexus, Sanmina-SCI, Sypris,Venture Mfg

20140731

-40

-30

-20

-10

0

10

20

30

40

50

60

Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1

2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014

Excludes Foxconn

2013/20122012 2013 Growth %

Foxconn (Hon Hai) 136,515 133,238 -2%Pegatron 30,800 32,029 +4%Quanta Computer 33,400 29,666 -11%Compal Electronics 23,567 23,341 -1%Wistron 22,869 21,793 -5%Inventec 15,406 15,537 +8%Asustek Computer 15,237 15,616 +2%Chimei Innolux 16,241 14,244 -12%Lite On Technology 7,266 7,171 -1%Total 301,301 292.635 -3%

Large Taiwan ODM Providers20140110

Source: Company data, NT$ converted at constant avg 2013 exchange (29.672 NT$ = 1US$)Consolidated company sales (to be updated soon to consolidated sales)

2012 vs. 2013 Sales ($M)

Taiwan ODM CompaniesComposite Sales of 11 Large Manufacturers

0100200300400500600700800900

1,000

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14

June 2014 was up 5.6% vs. June 2013 & 10.7% upsequentially from May 2014

NT$ (Billions)

Asustek Computer, Chei Mei, Compal Electronics, Foxconn, Chimei Innolux , Inventec, Inventec Appliance, Lite On Technology, Mitac International, Pegatron, Quanta Computer, Wistron, Chei Mei Display replacing Chei Mei & Innolux Display 3/10 & later

Calendar YearCompany Financial Releases

Large ODM Companies Composite of 10 Public Manufacturers

Quarterly Revenue Growth

Asustek Computer, Compal Electronics, Foxconn, Chimei Innolux, Inventec, Inventec Appliance, Lite On Technology, Mitac International, Pegatron, Quanta Computer, Wistron

20140711

-40

-20

0

20

40

60

80

100

120

Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1

1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 20132014

PCB Fabrication

2013 World PCB Production by Region

NT Information 5/14

5.1%

5.0%

10.6%

44.5%

13.7%

14.2%2.7%

4.2%AmericasEuropeJapanChinaTaiwanS KoreaThailandOther Asia

20140805

Total: $59.6 Billion

Rank Maker Country US$M1 Nippon Mektron Japan 2,5302 Young Poong Group Korea 2,2533 Unimicron Taiwan 2,1484 Zhen Ding Technology Taiwan 2,1175 SEMCO Korea 1,8656 Ibiden Japan 1,5067 Tripod Taiwan 1,3828 Sumitomo Denko PC Japan 1,3799 TTM Technologies USA 1,36810 Daeduck Group Korea 1,29711 Nanya PCB Taiwan 1,09712 Compeq Taiwan 1,04713 PSA PCB Group Taiwan 1,02314 Viasystems Group Inc USA 1,00815 Kingboard PCB Group China 92216 Shinko Denki Japan 80017 Meiko Japan 79218 Mflex USA 78819 AT&S Austria 78620 Kinsus Taiwan 78321 Multek USA 73022 SI Flex Korea 72623 CMK Japan 71024 TPT (Taiwan Techvest) Taiwan 70725 WUS Group Taiwan 703

World’s Top PCB Companies - 201320131111

Dr Hayao Nakahara, N.T. Information Ltd 8/2014

Regional PCB Shipment Growth20140731

0.4

0.6

0.8

1.0

1.2

1.4

1.6

1.8

2.0

Jan

May Sep

Jan

May Sep

Jan

May Sep

Jan

May Sep

Jan

May Sep

Jan

May Sep

Jan

May Sep

Jan

May Sep

Jan

May Sep

Jan

May Sep

Jan

May Sep

Jan

May Sep

Jan

May Sep

Jan

May Sep

Jan

May

00 01 02 03 04 05 06 07 08 09 10 11 12 13 14

Taiwan/ChinaS KoreaJapanN AmericaEuropeZero Growth

3/12 Rate of Growth (in local currency)

Sources: IPC, JPCA, Taiwan/China composite; Eurostat "wiring devices" for Europe

Calendar Year

World PCB Monthly ShipmentsConverted @ Fluctuating Exchange Rates

20140731

0.0

0.5

1.0

1.5

2.0

2.5

3.0

3.5

Jan

May Sep

Jan

May Sep

Jan

May Sep

Jan

May Sep

Jan

May Sep

Jan

May Sep

Jan

May Sep

Jan

May Sep

Jan

May Sep

Jan

May Sep

Jan

May Sep

Jan

May Sep

Jan

May Sep

Jan

May Sep

Jan

May

00 01 02 03 04 05 06 07 08 09 10 11 12 13 14

N AmericaEuropeJapanTaiwan/ChinaRest of AsiaKorea

$ Billions

Source: Custer Consulting GroupCalendar Year

World PCB Monthly ShipmentsConverted @ Fluctuating Exchange Rates

Source: Custer Consulting Group

20140529

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14

ROWRest of AsiaKoreaTaiwan/ChinaJapanEuropeN America

US$ % of Total

Calendar Year

World PCB Shipments (with forecast)Converted @ Fluctuating Exchange Rates

20140731

2.0

2.5

3.0

3.5

4.0

4.5

5.0

5.5

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

May

Sep

Jan

99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15

ActualForecast

+1.3%

-1.1%

$ Billions

Source: Custer Consulting Group - 2010 base year expanded by monthly growth of N. American, European, Japanese & Taiwan/China monthly PCB shipments

Calendar Year

Growth calculations:Europe = Eurostat “Wiring Device”Japan & N. America from JPCA & IPC dataTaiwan/China:46 rigid & flex company compositeRest of Asia growth = Taiwan/China 44 company compositeIncludes S Korea data for 2011-2013

+3.2%

Forecasts

World 1.0 -2.6 4.3 5.7 6.0

USA -0.9 -4.1 1.3 4.8 5.3

W. Europe -3.4 -3.6 3.2 3.1 3.6

Japan -2.6 -10.3 1.4 2.8 3.2

Four Tigers -1.2 2.3 4.3 5.7 6.2

China 2.6 -2.4 5.6 6.7 7.0

Henderson Ventures 6/2014www.hendersonventures.com

2012 2013 2014 2015 2016

Electronic Equipment Production Growth

Constant $ Growth Rates Converted @ Constant Exchange Rates

20140611

Worldwide Semiconductor Market by GeographyWSTS Forecast

WSTS 6/14

20140603

1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016Total 149.4 204.4 138.9 140.8 166.3 213.1 227.4 247.7 255.6 248.6 226.3 298.3 299.5 291.6 305.6 325.4 336.1 350.5Asia Pacific 37.2 51.3 39.8 51.2 62.8 88.8 103.5 116.5 123.5 124.0 119.6 160.0 164.0 163.0 174.4 190.6 197.9 207.1Japan 32.8 46.7 33.1 30.5 38.9 45.8 44.1 46.4 48.8 48.5 38.3 46.6 42.9 41.1 34.8 34.4 35.0 36.1Europe 31.9 42.3 30.2 27.8 32.3 39.4 39.1 39.9 41.0 38.2 29.9 38.1 37.4 33.2 34.9 37.6 38.7 40.3Americas 47.5 64.1 35.8 31.3 32.3 39.1 40.7 44.9 42.3 37.9 38.5 53.7 55.2 54.4 61.5 62.8 64.5 67.0

149

204

139 141166

213227

248 256 249226

298 300 292306

325 336350

0

50

100

150

200

250

300

350

4006.4%

Worldwide Semiconductor Capital Equipment Market by Geography (with forecast)

SEMI 7/14 (and prior reports)

20140713

2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015Total 19.8 22.2 37.1 32.9 40.5 42.8 29.5 15.9 39.9 43.5 36.9 31.8 38.4 42.6ROW 2.7 2.1 4.5 2.9 3.7 3.1 2.6 1.4 3.8 3.4 2.1 2.1 1.7 2.1China 1.2 2.7 1.3 2.3 2.9 1.9 0.9 3.7 3.7 2.5 3.4 5.0 5.1S Korea 1.7 3.2 4.6 5.8 7.0 7.4 4.9 2.6 8.6 8.7 8.7 5.2 6.9 8.0Europe 2.1 2.6 3.4 3.3 3.6 2.9 2.5 1.0 2.3 4.2 2.6 1.9 2.5 3.7Taiwan 3.5 2.9 7.8 5.7 7.3 10.7 5.0 4.4 11.3 8.5 9.5 10.6 11.6 12.3Japan 3.9 5.6 8.3 8.2 9.2 9.3 7.0 2.2 4.4 5.8 3.4 3.4 3.7 4.2N America 5.9 4.7 5.8 5.7 7.3 6.6 5.6 3.4 5.8 9.3 8.2 5.3 7.2 7.3

19.822.2

37.132.9

40.542.8

29.5

15.9

39.943.5

36.9

31.8

38.442.6

05

101520253035404550

+21%

$ Billions

Global PMI, Electronic Equipment, PCB & Semiconductor Shipments20140803

0.4

0.6

0.8

1.0

1.2

1.4

1.6

1.8

Mar Ju

lN

ov Mar Ju

lN

ov Mar Ju

lN

ov Mar Ju

lN

ov Mar Ju

lN

ov Mar Ju

lN

ov Mar Ju

lN

ov Mar Ju

lN

ov Mar Ju

lN

ov Mar Ju

lN

ov Mar Ju

lN

ov Mar Ju

lN

ov Mar Ju

lN

ov Mar Ju

lN

ov Mar Ju

l

00 01 02 03 04 05 06 07 08 09 10 11 12 13 14

PCBSemiconductorElec EquipGlobal PMIZero Growth

3/12 Rate of Change

Source: Custer Consulting GroupCalendar Year

Global Electronic Supply Chain Forecast2014 vs. 2013

0 5 10 15

SEMI CapitalEquipment

Semiconductors

PCBs

ElectronicEquipment

Combined GDP

Gartner

Custer Consulting Group

Henderson Ventures

HV

Henderson Ventures

% Change

20140620

Global Electronic Supply Chain Forecast2015 vs. 2014

0 5 10 15

SEMI CapitalEquipment

Semiconductors

PCBs

ElectronicEquipment

Combined GDP

Gartner

Custer Consulting Group

Henderson Ventures

HV

Henderson Ventures

% Change

20140611

Conclusions2014 appears to be a year of modest single-digit growth globally for most electronic supply chain sectors except for capital equipment which will expand in the 10-20% range

SE Asia dominates world electronics production

Increased talk of “re-shoring” or relocating production due to rising costs in China

Global political unrest is a major concern

New high volume products are emerging

Leading indicators are useful for tracking the recovery regionally

20140716

Using This Information to Forecast Your

Company’s Sales

Data Sources

• Trade Organizations• SIA, SEMI, JEITA, IPC, JPCA, DMASS, ZVEI

• Government Statistics• US DOC, Eurostat

• Published Market Research Studies• Company Financial Reports & Consolidated Sector Data• Leading Indicators

• Purchasing Managers Indices, Conference Board CLI• Consumer Confidence, Chip Foundry sales, etc.

• Your Own Company’s Sales

Forecasting Your Company Sales

• Organize monthly or quarterly sales in spreadsheet• Obtain related industry time series for same time period• Compare industry data and/or leading indicators to yoursales using 3/12 growth rates• Determine lead times vs. your data• Forecast your sales based upon lead times• Estimate your market share gains/losses by comparingyour company growth to a related industry sector

•Custer Consulting Group can assist by providing: • Historical industry data• Help with analysis

Custer Consulting Group Products

Daily News Services (6 days/week)- Global electronics supply chain- Solar/Photovoltaic supply chain

Business Outlook- Market charts & data

Global marketOEMsComponents, EMS, ODM, materials & process equipSolar/Photovoltaic

- Weekly Market Comments with latest charts

20111007

Much More Information Exists (both charts and actual chart data)

Due to Time Constraints Only a Limited Sample was Provided

[email protected]

to receive a much more complete set of charts

Wade Hanna Senior Sales Engineer

(508) 887-2830

[email protected]

SiliconExpert Panelist

Reactive vs. Proactive Approaches to Obsolescence Management

Supply Chain Risk

Demo Portion

Wade Hanna

Senior Sales Engineer

(508) 887-2830

[email protected]

Q&A Session

For webinar attendees:

Demos of SiilconExpert’s Part Search &

BOM Manager tools

Supply Chain Webinar

Please fill out the survey at the end of the webinar.

Your feedback is greatly appreciated.