Post on 06-Apr-2018
8/3/2019 AVE9 2011 Abstract
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LINFORMAZIONE
GLOBALE
RISOLVERE LE ATTUALI
SFIDE DI PROGETTAZIONECON MOUSER ELECTRONICS
La mappa della produzione industriale mondiale WSTS: previsioni dautunno per i semiconduttori
La distribuzione elettronica in EuropaARM colpisce al core
MILANO,29 MARZO 2012
SPECIALE
FPGAeDSP
Associazione Nazionale
Fornitori Elettronica
EL
ETT
RON
ICA
Dicembre
MOUSER ELECTRONICS: UN VANTAGGIO
COMPETITIVO PER I CLIENTI
Mark Burr-Lonnon, vice presidente di Mouser
an assodel electronics forum
LUMENFORTRONIC
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Vi mai successo di spostare un masso e trovarci
sotto delle ormiche, tutte in fla, di corsa, a
lavorare? Tutte a spingere, insieme, la larva, la
oglia o il pezzo di cicala fnalmente stecchita?
E magari avete provato a stuzzicarle con qualche
ostacolo inventato l per l? Un pezzo di legno,
un rammento, un qualsiasi accidente che potesse
metterle in difcolt?Solo per costringerle ad arrabattarsi per superare
quel qualche cosa e vedere, se e quando, ce
lavrebbero atta?
C qualche analogia con la situazione attuale?
Cialtroni noi?
Troppo acile! Nella elettronica industriale
la mancanza di sostegni e di attenzione alle
PMI ha negli anni addestrato le aziende alla
sopravvivenza. Le nuove strette globali le
obbligano, ora, a ar proprio limperativo di
raggrupparsi e di puntare a delle economie di
squadra almeno su strategie e obiettivi di settore.
Teoricamente lo dicono tutti. Nella prat ica il
chi lo faporta lassociazionismo a essere il perno
della accenda e qui casca lasino. Ovvero, anche
chi vorrebbe trova poco o nulla in rierimenti:
a parte Assodel che si rafgura come il classico
cerino acceso nel buio.
Per quanto poca sia la sua luce, lunica!
Propaganda elettorale?
Non proprio, ma se i pochi che ci leggono sirendessero conto di quanto Assodel a e di
quanto, come gruppo, si potrebbe are insieme,
concentrando risorse e sorzi, le cose magari non
di molto, migliorerebbero.
Altrimenti ci resta solo il lamentarci: come anno i
cialtroni.
Al capolinea ci siamo (quasi) arrivati.
E incrociamo le dita, perch non neppure
detto che sia quello defnitivo.
La recessione, in ogni caso, sul piatto.
Da qui, un esame di coscienza si impone per tutti.
E sicuramente lesame (con qualcosa di pi)
andrebbe atto a quella massa di cialtroni (politici
e conniventi) che nella bagarre scatenata sul Paese
continuano imperterriti a non rendersi conto delledifcolt che sono davanti a tutt i.
Basti r icordare che mentre il Governo Monti
chiedeva la fducia in Parlamento (ndr siamo a
met dicembre) la Camera aveva appena approvato
un aumento salariale del 15% circa per i propri
dipendenti di Montecitorio (relativamente pochi
ma anche relativamente pi ricchi di qualsiasi
altra categoria di lavoratori) e la Regione Lazio
atto passare, alle due di notte, (ndr notizie dei
Tg) il vitalizio per qualche suo assessore che
(poveraccio!) ne era ancora escluso.
Cialtroni loro
Se questo il clima, poco da stupirsi di quanto
accade (e potr accadere) al mercato.
Le imprese non hanno soldi e,spreada parte, non li
hanno le Banche che cercano di recuperare liquidit
in ogni modo.
Fatto noto e lampante come il dato che le nuove
tassazioni portano il peso fscale a gravare
sullimpresa, si, al 45% ma, ufciosamente, a
oltre il 65%: causa i costi enne volte calcolatida Confndustria e Centri Studi economici per le
inefcienze logistiche, burocratiche, di trasporti e
via dicendo del sistema Paese.
Una enormit tale che anche il pi in malaede
osservatore della Corea del Nord giudicherebbe
improponibile per chi vuole imprendere, ma
praticamente assurdo per chi deve impegnarsi
su terreni tecnologici dove il valore aggiunto
a quanto viene realizzato in prodotti e sistemi
non compensabile con motivazioni di brand
ed estetici legati a quella estemporaneit della
improvvisazione italica che aiuta a galleggiare (si
fa per dire) nel made in Italy.
Cialtroni loro! e cialtroni noi?
Silvio Baronchelli
s.baronchelli@tecnoimprese.it
A&V ELETTRONICA Anno XXIII - 09/2011
7
AV ELETTRONICA & ImpREsE
Editoriale
8/3/2019 AVE9 2011 Abstract
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A&V ELETTRONICA Anno XXIII - 09/2011
11
MERCATO & SUPPLY NETwORk
Grande successo di pubblico per
RomaTech & Lighting Fortro-
nic, levento romano dedicato
allelettronica e alle tecnologie
per il lighting che si svolto il 1
dicembre a Roma presso il Centro
Congressi di Acea. Massima la sod-
disazione espressa dai visitatori e
dai partner dellevento per la qualit
dei contenuti e la rappresentativitdelle aziende presenti.
Con oltre 300 operatori pre-
senti, levento ha inatti saputo
concentrare in ununica giornata
una ftta agenda di appuntamenti
con i principali esperti del settore
dellinsegnistica e della segnaletica,
incontri con i top player del mer-
cato e approondimenti di elevato
contenuto innovativo in un mix
vincente di tecnologia e design.
Lottima riuscita della giornata ro-
mana stata sancita dalla presenza
di relatori di spicco e personaggi
autorevoli, quali:
On. Gilberto Casciani, Presi-
dente II Commissione Aari
comunitari e internazionali della
Regione Lazio
Ing. Michele Barone, Acea
Illuminazione Pubblica Spa
Ing. Giancarlo Daniele, Ammini-
stratore Unico di AceaIlluminazione Pubblica Spa
Pro. Gianni Forcolini, Dip.
Indaco Politecnico Milano
Ing. Massimo Peirone, con-
sulente tecnico Aifl e docente
Politecnico Milano
Pro. Corrado Terzi, Universit
La Sapienza di Roma
Per lalto valore e linnovazione
dei contenuti, levento stato
patrocinato da Roma Capitale edalla Regione Lazio e ha ottenuto
i prestigiosi riconoscimenti della
Camera dei Deputati e delSenato
RTech Frtric: u ccetrt
i tecgie er efciez eergetic
RUBRICHEAssodel Informa
della Repubblica. Linnovazione
tecnologica viene inatti riconosciu-
ta e promossa dalle istituzioni quale
marcia in piper uscire dai mo-
menti economici pi difcili e quale
leva per incrementare il vantaggio
competitivo delle pmi italiane sul
mercato internazionale.
Promosso da Assodel(AssociazioneNazionale Fornitori Elettronica) e dal
Consorzio Latium IES(International
Electronic Suppliers), Roma Tech &
Lighting Fortronic si avvalso del
supporto attivo di Aifl(Associa-
zione Nazionale Fabbricanti Insegne
Luminose),CEI(Comitato Elettro-
tecnico Italiano), Enea(Agenzia
nazionale per le nuove tecnologie,
lenergia e lo sviluppo economico
sostenibile) e Albiqual(Albo dei
costruttori qualifcati di impianti
elettrici).
Per maggiori inormazioni:
www.ortronic.itI Fortronic promossi da Assodel per la prima
met dellanno abbracciano diversi argomenti
e diverse aree territoriali sia in Italia sia
allestero.
Il programma prevede, in particolare:
IndustrialFortronic
29 febbraio, Torino
Focus sul mondo dellelettronica industriale
LumenFotronic
29 marzo, Milano
Focus sul Solid State Lighting
FortronicUK
27 marzo, Oxford
Focus su LED lighting design
RF&WirelessFortronic
4 aprile, Milano
Focus su Radio Frequenza e sulle
connessioni Wireless
FortronicTunisia
13 giugno, Tunisi
Focus su energy efficiency
FortronicUK
26 giugno, Oxford
Focus su Radio Frequenza e sulle
connessioni Wireless
Oltre allorganizzazione dei forum Fortronic
- strutturati secondo il consueto format che
prevede una sessione di conferenze a elevato
contenuto tecnologico e unarea espositiva
dove poter toccare con mano le ultime
soluzioni proposte dalle aziende - Assodel
partecipa con una presenza importante alle
principali manifestazioni internazionali.
Nello specifico, il primo semestre prevede la
partecipazione a Light+Building
(15-20 aprile, Francoforte), con unarea
di 80mq, e a Solarexpo-Greenbuilding
(9-11 maggio, Verona).
Per maggiori informazioni:
segreteria@assodel.it - www.fortronic.it
Il CalEndaRIo EvEnTIdEl pRImo sEmEsTRE 2012
Giunto alla sua sedicesimaedizione, ilRepertorio Fornitoria cura di Assodel, rappresenta unostrumento di lavoro per chi opera
nel mercato dellelettronica rap-
presentando il95% di chi in Italia
ornisce, producendo o commer-
ciando, componenti o sottoinsiemi
elettronici allindustria.
Il directory si conermato essere
il rierimento per antonomasia di
tutti i:
Distributori di Componenti Elet-
tronici (soci e sostenitori);Produttori di Semiconduttori
e Componenti PEMCO (Passivi,
Elettromeccanici e Connessione).
I rerzie u eiziee Reertri Fritri
Grazie a una impostazione con chiavi
di lettura incrociata, il Reperto-
rio Fornitori permette di sapere inmaniera semplice e immediata come
e dove reperire un determinato com-
ponente. Oltre 500 pagine di schede
aziende, cross reerence, rierimenti e
indicazioni per conoscere i protago-
nisti del mercato nazionale.
Il Repertorio anche online sul
www.ornitori.ortronic.it
Per ricevere la nuova edizone del
repertorio, contattare la Segreteria:Francesco Fioroni
Tel. 02 210 111 247
.foroni@tecnoimprese.it
8/3/2019 AVE9 2011 Abstract
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Il Solid State Lighting rappresenta
una concreta opportunit per le
applicazioni e la creativit delle
imprese e dei lighting specialist italiani:
i LED stanno vivendo un orte momento
di crescita e rappresentano la sorgente
di luce ideale con cui sperimentare
nuove soluzioni.
Per questo motivo, il Lighting rappresen-
ta il programma prioritario di Assodel
che ha preso limpegno di dare vita a
una community di competenti.
IL PROGRAMMAInnanzitutto, il neologismo illumino-
tronica sta a indicare lintegrazione
tra elettronica e illuminotecnica, due
mondi dierenti ma che devono necessa-
riamente interacciarsi tra loro. Assodel
consapevole dellesigenza di costruire un
rierimento per il corretto traserimento
di competenze tra chi produce LED, chi
li distribuisce, chi progetta lelettronica,
chi produce il corpo illuminante, chi
acquista il prodotto, chi lo installa e chi,
inne, progetta la luce negli ambienti.
Per questo motivo, lassociazione propo-
ne una serie di attivit, quali:
Aggregazione: limportanza di ar parte
di un gruppo ocalizzato, allinterno di
Assodel, con interessi comuni: il gruppo
lighting. Lobiettivo, inoltre, di dare vita
a una comunit di installatori/elettrici-
sti competenti che, a valle del processo,
contribuiscano alla diusione di unacorretta cultura della luce.
Una serie di attivit, inne, validate
e supportate da un Comitato Tecnico,
Iuitric: u rgett cctet
A&V ELETTRONICA Anno XXIII - 09/2011
13
MERCATO & SUPPLY NETwORk
Associazioni & Dati
Il programma di attivit messo a punto da Assodel per chi progetta, produce,installa, utilizza, vende e acquista nel mondo del Solid State Lighting
www.fortronic.itUN PROGETTO CONCATENATO
ILLUMINOTRONICA
Idea
Light+
Building
LED Forum
Lumenfortronic
share withus
gruppolighting
LEDin
comitatotecnico
marchi di garanzia
attestati
comitatopromotore
vademe.comLED lighting
LEDTechnology
corsisu misura
corsifinanziati
associazioniistituzioni
universit e
centri R&D
LEDdovegallery
workshoptematici
Comunicazione
Partnership
Formazione
Eventi
Este
ro
Aggregazione
LEDLighting
LEDucational
award
Fortronic
webnewsletter
multimedia
enti fieristici
ovvero una task orce di esperti, e
un Comitato Promotore, un gruppo
di aziende qualicate. La volont di
segnalare, attraverso le pubblicazioni e
il sito Internet, i prodotti pi innovativi
per tecnologia ed estetica. Marchi e
attestati rilasciati dallassociazione per
qualicare i vari attori del mercato.
Formazione: corsi specializzati (nan-
ziati e a pagamento) suddivisi in due
loni, LED technology e LED lighting,
per ornire competenze a tutta la liera.
Partnership: con altre associazioni
di categoria in Italia e allestero, con
istituzioni e universit, per valorizzare
limpegno di un gruppo che crede nella
collaborazione e nel are rete per ren-
dere lindustria italiana pi competitiva.
Eventi: un programma di interventi
(Lumen Fortronic) a Milano, Padova,
Verona e Roma sulla tecnologia LED e
sulle sue varie applicazioni nel lighting
(stradale, architetturale, industriale,
signage). Un premio, lAward Ecohi-
tech, alle soluzioni pi innovative e pi
ecienti di enti e imprese.
Estero: missioni internazionali e orum
allestero - in Turchia, in Tunisia, in UK
e in altri Paesi europei - per promuoverele competenze italiane e avorire nuove
opportunit di business. Una orte pre-
senza nelle ere internazionali, prima tra
tutte Light+Building. Oltre allintento
di creare un dialogo con le imprese cine-
si per meglio comprendere investimenti
e programmi.
Comunicazione: un ampio spettro di
iniziative, come LEDin, la rivista intera-
mente dedicata al Solid State Lighting,
e ilVademe.com, il directory (il Chia cosa) sul mercato del lighting con i
nominati e le tipologie di prodotto dei
maggiori player del settore.
LIlluminotronica rappresenta lunione
dei due mondi dellelettronica edellilluminotecnica
8/3/2019 AVE9 2011 Abstract
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WSTS(World Semiconductor
Trade Statistics) ogni anno si
incontra un paio di volte e
tipicamente rivede sia landamento
corrente del mercato che le previsioni
dei due anni a venire. I due incon-
tri, sempre in luoghi prestigiosi e
attraenti, avvengono uno in primaverae uno in autunno. Lultimo si tenuto
in Spagna a Barcellona dal 15 al 18
novembre e alcuni giorni dopo stato
lanciato il comunicato stampa con il
sommario delle elucubrazioni svolte
dai 62 ornitori di semiconduttori
che compongono lassociazione e che
rappresentano, a detta di WSTS, il 75%
del mercato totale.
Come detto, lincontro dei produttori
si tenuto a met novembre e quindi
sicuramente con i dati di atturato di
settembre ben consolidati e probabil-
mente con almeno una prima stima
della chiusura di ottobre. Se a questo
si aggiunge il backlog, che quasi
sicuramente copre no alla ne danno,
le previsioni di chiusura dovrebbero
ormai essere vicinissime agli eet-
tivi valori che si otterranno alla ne
dellanno.
wsTs: reiii utu
i ci czte!
UN 2011 DEBOLE DEBOLESE VA BENE!Un primo fash dei dati pubblicati da
WSTS, raggruppati per area geograca,
sono visibili in Tabella 1, ma prima
di analizzare i valori per area vale la
pena guardare ai dati totali per una
valutazione globale.
Dopo un 2010 che ha visto una
crescita del mercato totale quasi del
32%, il 2011 previsto chiudere a
un misero +1,3% che, tradotto in
valori assoluti, signica che il mercato
mondiale chiuder a 302,3 miliardi
di dollari che si misurano con i 298,3
miliardi del 2010.
Leggermente migliori le previsioni
per il 2012 che WSTS vede collocarsi
a un +2,6% che rappresenta un salto
a 310 milioni di dollari. Un ulteriore
miglioramento previsto per il 2013
quando il mercato dovrebbe crescere
molto vicino al+6%.
LA CINA RALLENTALA CRESCITA, MA NONSI FERMA!Insieme ai dati di Tabella 1 il graco
di Figura 1 ore un quadro acquisibile
pi rapidamente dellandamento delle
varie aree geograche censite da
WSTS. Nella parte superiore si misura
landamento annuale (a partire dal
2006) con i relativi coecienti di
crescita anno-su-anno mentre nellaparte ineriore rappresentata la
quota percentuale annuale per ognuna
delle regioni: Americhe, Europa,
A&V ELETTRONICA Anno XXIII - 09/2011
25
MERCATO & SUPPLY NETwORk
Dati e previsioni per il mercato mondiale dei semiconduttori
Associazioni & Dati
Franco Musiari
Semiconduttori-Mercatomondialesuddivisoperareageografca(in milioni di dollari e variazioni %) Tabella 1
MercatoMondialeSemiconduttori(per regione) Figura 1
Fonte: WSTS
I semiconduttori
mondiali nel 2011
+1,3%
Sono 302,3 i miliardi di dollari che
WSTS si aspetta alla chiusura del 2011
Mercato Variazione % Anno-su-Anno
2010 2011 2012 2013 2010 2011 2012 2013
Americhe 53.675 55.643 56.378 59.365 39,3% 3,7% 1,3% 5,3%
Europa 38.054 38.062 37.261 39.316 27,4% 0,0% -2,1% 5,5%
Giappone 46 .561 43 .109 45.487 47.644 21 ,6% -7,4% 5,5% 4,7%
Asia Pacifco 160.025 165.458 171.049 181.759 33,8% 3,4% 3,4% 6,3%
Tot. Mondiale 298.315 302.272 310.175 328.084 31,8% 1,3% 2,6% 5,8%
Fonte: WSTS
I semiconduttori
mondiali
nel 2012
+2,6%
8/3/2019 AVE9 2011 Abstract
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una giusticazione: se ricordate l11
marzo di questanno 2011 un tremendo
terremoto al largo della parte nord-
orientale del Giappone, e lo tsunami
conseguente, hanno causato danni
ingenti alle abbriche collocate
nellarea. Pi di una ventina di linee di
produzione vennero impattate in modo
pesante causando una caduta della
capacit produttiva stimata nellintorno
del 20% della produzione totale per
almeno due mesi.
E la piccola Europa? Continua nel
suo ineluttabile destino di perdita di
quota di mercato; lunica consolazione
che nellorizzonte delle previsioni
questa emorragia sembra ermarsi al
12%. Ormai non c altro che possa
essere traserito nel ar-est con
un qualche vantaggio. Lontani nelpassato i tempi che vedevano lEuropa
al 25/30%, rimane ancora (ma per
quanto?) lillusione che qui sia rimasta
lintelligenza che progetta!
DAL LATO DEI COMPONENTII numeri sono riportati nella Tabella
2 dove la linea del totale, che vede
qualche piccola deviazione per via
degli arrotondamenti, stata gi
commentata. Se partiamo dalle amigliecon i maggiori scostamenti dalla media
del +1,3% balzano allocchio, sul
ronte positivo, i Discreti, i Sensori e
Giappone e Asia-Pacico (in altre
parole: Cina).
Cosa appare? Nel 2010 e nel 2011
le Americhe ovvero gli Stati Uniti
che ne costituiscono il grosso sono
cresciuti un poco pi del mercato,
il che equivale a dire che hanno
recuperato un pizzico di quota,
cosa che non succedeva da tempo!
Pi precisamente, nel 2010 hanno
recuperato un punto percentuale
passando dal 17% al 18% e nel
2011 hanno aggiunto un altro 0,4%
portandosi al18,4% del valore
mondiale. Ma stando alle previsioni
immediatamente successive sembra
che la cosa sia un breve transitorio
destinato a spegnersi gi nel 2012.
Ma anche la Cina (o meglio lAsia-
Pacico) ha guadagnato un puntopercentuale passando dal 53,6 al
54,7%; ma un livello ben diverso dai
ritmi a cui ci aveva abituato negli
anni precedenti.
Chi ci ha rimesso? In primis ilGiappone che ha riportato un 2011
con un calo del-7,4% sul 2010.
Ma i produttori del Sol Levante hanno
A&V ELETTRONICA Anno XXIII - 09/2011
26
MERCATO & SUPPLY NETwORk
Associazioni & Dati
i Micro. Mentre sul ronte negativo si
distinguono le Memorie.
Le memorie, si sa, sono partico-
larmente legate alle condizioni disbilanciamento tra domanda e oerta
e si vede come nel 2010, anno in
cui la domanda ha battuto loerta,
questo comparto abbia battuto il
mercato 55,4% a 31,8%. Dalla met
del 2011, stando ai rapporti di DRA-
Mexchange, la domanda si ridotta
e i prezzi non i pezzi sono andati
in caduta quasi libera. I risultati del
primo semestre sono bruciati e sembra
continueranno a bruciarsi anche nella
prima met del 2012. Risultati: -13%questanno e -5% (quasi) nel 2012.
Guardando invece a chi andato bene
nel 2011 una menzione speciale va
ai sensori che chiuderanno a +17%
dopo un + 45% dellanno prima.
Probabilmente, il settore automotive
ha contribuito, ma sicuramente tutti
i sensori di gravit e accelerazione
che oggi equipaggiano i cellulari e
tutti i gadget per le varie tipologie di
playstation hanno dato un contributo
non trascurabile.
Subito dopo si collocano i componenti
discreti che si aggiudicano un +11%
circa. Quasi sicuramente drogati
dalla domanda di ecienza che si
a sempre pi pressante e pervasiva
e con lintroduzione massiccia di
energie alternative quali leolico ed
il otovoltaico. IGBT e Power MOSFET
sono probabilmente i driver della
crescita di questo settore. Al terzo
posto larea micro con un +8%.Va ricordato che in questa categoria
WSTS include uno spettro alquanto
ampio di prodotti: MPU, MCU, DSP
e DSC. Ma oltre allinormatica, che
divora MPU, c lautomotive, la
meccatronica, il settore industriale e
quantaltro che assorbono MCU, ma
anche DSP e DSC in volumi industriali.
E non dimentichiamo che ogni touch-
screen che entra oggi sul mercato
e sono tanti contiene un micro per
il controllo.
SullEuropa un clima autunnale in
tutto e per tutto!
Semiconduttori-Mercatomondialesuddivisopertipologiadiprodotto(in milioni di dollari e variazioni %) Tabella 2
Mercato Variazione % Anno-su-Anno
2010 2011 2012 2013 2010 2011 2012 2013
Discreti 19.802 21.939 22.685 23.906 39,7% 10,8% 3,4% 5,4%
Opto 21.702 22.836 24.172 25.798 27,3% 5,2% 5,9% 6,7%
Sensori 6.903 8.093 8.636 9.195 45,2% 17,2% 6,7% 6,5%
Integrati 249.909 249.405 254.681 269.185 31,3% -0,2% 2,1% 5,7%
Analogici 42.285 42.995 44.334 47.307 32,1% 1,7% 3,1% 6,7%
Micro 60.633 65.514 67.854 72.418 25,5% 8,1% 3,6% 6,7%
Logiche 77.377 80.241 84.654 89.297 18,6% 3,7% 5,5% 5,5%
Memorie 69.614 60.655 57 .839 60.163 55,4% -12,9% -4,6% 4,0%
Tot. Prodotti 298.316 302.273 310.174 328.084 31,8% 1,3% 2,6% 5,8%
Fonte: WSTS
I sensori
nel 2011
+17,2%
LEuropa
nel 2011
0,0%
Il Giappone paga lo scotto del
terremoto e del conseguente tsunami
e segna un -7,4%
8/3/2019 AVE9 2011 Abstract
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I
ADEC - South AfricaAssciatin Distributrs Eectrnic Cmpnents
ARDEC - Russia Autnmus Register Distributrs Eectrnic Cmpnents
ASSODEL - ItalyAssciazine Nazinae Frnitri Eettrnica
CEDA - ChinaChina Eectrnics Distributr Aiance
ECAANZ - AustraliaEectrnic Cmpnents Assciatin
Austraia and New Zeaand
ECIA - United StatesEectrnic Cmpnents Industry Assciatin
ECSN - United KingdomEectrnic Cmpnents Suppy Netwrk
ELCINA - IndiaEectrnic Industries Assciatin India
FBDI - GermanyFachverband der Baueemente Distributin
FEDELEC - TunisiaTunisian Federatin Eectricand Eectrnic Industries
SE - SwedenThe Swedish Eectrnics Trade Assciatins
JEpIA - JaanJapan Eectrnic Prducts Imprters Assciatin
SpDEI - FranceSyndicat Pressinne de a Distributinen Eectrnique Industriee
Down in the(Bookings)Delta
November 2011
N dubt, the ast 2 years were quite eventu r
the Eurpean cmpnents industry and specicay
distributin.
2009 started with the market jumping int an abyss,
created by the nance market disaster 2008/2009, ny
t be wed in 2010 by the steepest upturn in recent
histry, with 53% grwth the semicnductr distributin
market in Eurpe r that year. S, the expectatins
r 2011 at the beginning the year were cautiusy
ptimistic. What wed was a buish grwth unti May
2011, supprted by acatin ears ater the Japanese
earthquake.
In the rst ha 2011, the industry grew again int
dube gures, 23% t be exact, r the semicnductrdistributin industry (IP&E nt ar behind).
But it seems that specicay distributin-assciated
industry segments ike industria autmatin and the
autmtive sectr expanded their inventries ver-
prprtinay, just t nd ut that the ramicatins
the Japanese natura disaster were much smaer than
expected. Nw ha the market has t much inventry
and has therere naturay stepped n the brakes
regarding new rders.The cncusin is that a huge prtin the current
slowdown is an inventory correction that shud end
by the end caendar year 2011, and that in 2012 we can
k rward t anther rund at east mderate grwth.
But what about the other part o the slow-down? The
consumer and the world economy at large?
As we have seen in the ast crisis, the cmpnents market
has arrived in the rea wrd. With 2/3 the tta market
vaue cnsumed by cnsumer-type prducts (phnes,
cmputers, tabets, game cnses etc.), it is cear that
it is nt the investment gds cyces that are driving themarket behaviur but the cnsumers, wh act n dierent
principes, with this eect: cyces are much shrter and
much mre dependent n the vera market ecnmics.
What current actors are there which could inuence
both directly and indirectly the components market?The
Eur crisis, gba ecnmic swdwn, ears infatin
(Eurpe, US, China), natura disasters (rst Japan, then
Thaiand), the US debt, an verheated grwth in the ast
18 mnths. It reads ike the pt r the erfect storm.
But hw much these wi reay take eect? Nt eventhe experts can te, but taking essns rm 2009, at east
that much is cear when n ne knws what is cming,
there wi be mre cautin ging rward - which adds t
the inventry crrectin (it is nt quite cear where ese
excess inventry sits beside custmers; it cud be that
ASSOCIATIONS
i i i li i l i
INTE N TI N L
E LE T N I S
SU LIE S
electronics foru
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I i l i i il i i i
INTERNATIoNAl DISTRIBUTIoN oF ElECTRoNICS ASSoCIATIoN
federatIon
Year XXII n 3 - 2011
News IDEA
by Georg Steinberger
Chairman DMASS & President FBDi
www.fbdi.de
Distribution-associatedindustry segments like industrialautomation and the automotive
sector expanded their inventoriesover-proportionally
Adam Fletcher
Chairman of IDEA
Just to remind readers.
I you would like to have theoriginal graphicsused in this article just email to the IDEA secretaryatsegreteria@ideaelectronics.com
The IDEA statistics are taken rom actualbookings and billings returns made by a substantialpercentage o the electronic component distributorsin Europe, including all the major distributiongroups. Their sales represent Circa 70% o the totalEuropean distribution market so the trends shownare truly representative.
II - CEDA, Executive Meetingtakes place in Xian, China
IV - Q3 2011, the market hasclearly slowed across Europe!
VI - The South African market,an overview
VII - Dear original equipmentmanufacturer
VII - Solid State Lightingmarket (forecast)
VIII - Strong september drives3Q11 Connector Industrygrowth
X - Forecasting 2012: reasonsto be cheerful
XII - Building on Fortronicsuccess!
8/3/2019 AVE9 2011 Abstract
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China Electronics Distributor
Alliance (CEDA) has successuy
cmpeted the CEDA West China
Meeting inXian, the capita city Shaanxi
prvince. This meeting cused n heping
CEDA members t expre West Chinas
market demand and t devep the crrect
emerging market strategies r West China.
CEDA executives netwrked with Shaanxi
prvince and Xian municipa gvernment
cias, tp eectrnics manuacturers and
research institutes t discuss cabratin
in the eectrnics suppy chain. It tk
pace at the China E ectrnic (Xian) Fair,
the argest ranchise eectrnics techngy
shw in China.
CEDA executives rm Arrw Asia, Avnet,
WPG, Future Eectrnics, Muser, TTI,
RS Cmpnents, Cmtech, SZCEAC,
Hnestar, AsiaCm, Mrnsun, lierda,
Zetrn, letd attended the meeting.
Invited by CEDA t meet industry suppy
chain giants incuded eaders Shaaxin
prvinces Industry and Inrmatin
Techngy Bureau, Xian CEC High Tech
Park, Xian Internatina Harbur Serviceand Shaanxi Eectrnics Institutin.
As invited were tp ca eectrnics
manuacturers, incuding Xian Industry
Autmatin and Cntr System Cmpany,
Shaanxi Pwer Fan Cmpany, Shaanxi
Eectrnics Techngy research institutes,
Xian Pwer Eectrnics Techngy
research institutes, Xian N.205 research
institute, Xian Jiatng University Kai-Yuan
Grup, and Xian Feiyu Eectric Cmpany.
Chen Wen Hai, Vice President o the
China Electronic Appliance Corporation
(CEAC), expained t CEDA executives
hw techngy cmpanies address
their marketing strategies and gave a
presentatin at CEF Xian. They visited
CEDA members bths incuding TTI/
Muser, Cmtech, CE-Pwer, letd, Taiy
Yuden and Sunrd Inc.
Lou Qing Jian, Vice Governor o Shaanxi
Province, addressed his pening speech
at CEF Xian and nted that the Chinese
eectrnics industrys restructuring and
recatin is bringing huge pprtunities
t state-run cmpanies and research
institutes, driving techngica innvatin
in deense, industry and civi prduct
devepment. He encurages the
technica cabratin suppiers and
manuacturers t use cmpimentary
resurces and devep west Chinas suppy
chain tgether.
Electronics component distribution has
seen ast and diversifed development in
China which enables China to become
truly part o the worldwide electronics
supply chain. The Ministry o Industry and
Inormation Technology values electronics
technology distribution service sector and
supports CEDA development, said Chen.
Mi Ji Rong, Bureau Chie o the Shaanxi
Province Industry and InormationTechnology and Sotware Sector, attended
the CEDA dinner and intrduced key
industry gures Shaanxi prvince.
Shaanxi reached RMB 75 biin (US$
12 biin) revenue rm eectrnics saes
ast year, cntributed t by 400+ majr
state-run tp eectrnics manuacturers
and research institutes. Shaanxi has strng
resurces and capacities in technica
innvatin and high-end manuacturing
activities. Phtnic and Internet industryare rapidy deveping in the prvinces.
Huawei Technologyand ZTE Cor
have buit research centers in Xian. IC and
cmpnent design and manuacturing
are as strengths the prvince that can
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cmpnents suppiers buid a Wrk-in-
Prgress inventry as we, which expains
the sti reativey high utiisatin rate
waer abs).
one big and t date incacuabe actr
is the Eurpean autmtive industry,
accunting r a huge prtin the
Eurpean (even wrse: German)
cmpnents cnsumptin. Chasing
ne recrd ater the next r sme time,
specicay in China, the expectatins
r 2012 purprtedy have becme very
mderate which cud ead t a steep
drp in rders (actring in the high
inventry eves cmpnents). Itay,
France and Germany wi nt ike this
scenari...
Ceary, the market demand des
nt vanish vernight. Therere the
exaggerated swdwn in bkings wi
ease ut sn, but a decine in demand
wi inevitaby ead t a swer recvery
the bkings at a wer eve.
In ther wrds, the tw recrd years 2010
and 2011 (mainy due t the strng rstha) wi stand r sme time. Aready,
king at the situatin in Western
Euroe, mre roduction is eaving
shre (specicay big custmers).
The exceptins are Germany and its
Eastern neighburs, wh in the meantime
accunt r ver 50% the distributin
market, and grwing. Here, the
prductin base remains stabe; hwever,
the market is extremey cmpetitive.
Ging rward, neither GDP nr the tta
cmpnents market, nr the distributin
market expectatins are very ptimistic.
Market research in the cmpnents
business ike Electronic Outlook expect
2011 t be negative aready (-0.8%gbay, -3.8% r Eurpe).
This is nt ging t happen r the
distributin sectr, at east nt r the
semicnductr part. Even under the wrst
circumstances in Q4/2011 (ets say minus
20%) the distributin market wi grw at
east singe-digit in 2011, setting a new
recrd year. 2012 then has t dea with
such a high cmparisn basis.
As the rst ha 2011 bied recrd
resuts, yu can cacuate r yurse what
mst prbaby wi happen rm January t
June 2012.
What are the key messages going
orward? Eurpe is a mature eectrnics
market that mst certainy wi ace varius
chaenges, endgenus and exgenus.
The cmpetitive strength in varius industry
segments is enrmus but specicay
Western Eurpe has st its manuacturingedge and is dwn t its bare bnes.
Design yes, design infuence yes, but
ca manuacturing decining, market
utk very mderate. As t be actred
in - the eectrnics industry in Eurpe
has dicuties in nding empyees
in the yunger generatins. What is
nt erded by the cst cutters, wh
cntinue t deprive Eurpe meaningu
manuacturing structures, wi be et witha wrkrce in the ate 40s, eary 50s, with
very ew successrs in sight.
The current chaenges the industry are
a mere refectin what is ging n in
sciety in genera. N miraces are waiting
t happen t change this. What has been
st des nt cme back, and new ideas
need t ead t new business that can be
cmpetitivey manuactured here.
The remaining wrd market eaders that
Eurpe have are nt the big cngmerates
but the innvative sma and medium
sized cmpanies that cincidentay are
distributin custmers. And new wrd
market eaders rm Eurpe wi cme rm
there as we.
The distribution industryhas t nd
ways t hep this business growth -
with techngy, engineering supprt,marketing, services and, yes, as suppy
chain services that we prvide better
than anyne. Hwever, the seeds need t
cme rm smene ese - Gvernments,
innvatrs, pineers, and entrepreneurs.
When no one knowswhat is coming, therewill be more caution
going orward
by Amy Wang
CEDA
www.cedachina.org
CEDA, Executive
Meeting takes placein Xian, China
8/3/2019 AVE9 2011 Abstract
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ce is t be sited in CNT Netwrks and
CoC and Michae liu, PhD is eected the
rst secretary genera CEDA.
CEDA has been ully supported by ECIA/
NEDA (Electronic Component Industry
Association/National Electronic Distribution
Association), and IDEA (International
Distribution o Electronics Association).
They opened resources to help CEDAs
development, saidAmy Wang, VP o
COC and CNT Networks, addressing
thanks t the internatina cunter-parties
that heped CEDAs devepment.
CEDA is representing ranchised
distributrs in China with the missin
enhancing executive netwrking, prtecting
distributrs benets, estabishing
distributin business reguatins, sharingmarket inteigence, driving eectrnics
cmpnent suppy chain devepment,
and prmting new vaues the
ranchised distributin service mde.
When the Chinese gvernment drives
prductin-service chain devepment in
the natin, CEDA wi ensure that incentives
r eectrnics cmpnent distributin
peratins are transerred rm the
techngy service chain, trading service
chain, gistic service chain and nanciaservice chain.
We thank Shaanxi province and Xian
municipality government, or support
in hosting the CEDA West Meeting
and bringing in executive networking
opportunities to seek new business
collaboration, liu said. CEDA will bring
in an eective supply chain service to
west China and drive West China-made
components to world market.
back up CEDA members businesses.
Xian CEC Industry Park can provide
the best acilities and services to CEDA
members to set up business hubs and
develop the West China market, said
Lin Bin, VP o Xian CEC Industry Park, a
subsidiary China Eectrnic Crpratin,
as a mther cmpany CEAC. CEDA
is deveping strategies t everage ca
resurces r CEDA members.
Mark Burr-Lonnon, VP o Mouser, spke
n beha exhibitrs and TTI/Muser.
West China is important to the electronics
industry. I hope its new product
development activities can be developed
as well as Europe and North America.
Muser, a CEDA member, red ut a
arge exhibitin bth at CEF Xian in a
strategica mve t the west China market.
We organized the CEDA West China
Meeting during CEF Xian time so that
executives can observe technical and
market trends at CEF, and promote
ranchise and catalog service at one
stop,said Michael Liu, PhD, CEO oCNT Networks. CEDA arranged executive
meetings t netwrk with the members
ca tp eectrnics manuacturers and
research institutes during the shw perid.
The meeting as discussed and agreed
the CEDA missin, rganizatin structure
and artices prpsed by the preparatry
ce CEAC, CNT Netwrks and China
outk Cnsuting (CoC). The meeting
as agreed that the aiances secretary
This CEDA meeting reached the wing
agreements:
1 A unding members are CEDA bard
members;
2 The meeting appinted Michae liu
as secretary genera CEDA and
secretary ce t be sited in CNT
Netwrks/China outk Cnsuting;
3 During the start-up perid, CEDA
wi adpt a fat structure incuding
a Chairman and Executive Bard
Members t best use members
resurces.
4 The secretary genera wi ensure jb
descriptins are prduces ang with
recmmendatins r Chairman and
executive bard members, and revise
the CEDA Artice r bard members;
5 New CEDA members wi be recruited
by the secretary and detais sent t
executive bard members t apprve
every mnth. The apprva is carried
ut using an eectrnics/nine t
t be deveped by CNT Netwrks at
www.cedachina.org;
6 T devep msty distributr
membership. Cmpnent suppiersaready amng the members wi
remain;
7 Muser and TTI t have tw separate
seats in the bard;
8 The secretary t w up Shenzhen
custmers and seek sutins (Dec 31,
2011);
9 The secretary t w up ECIA t
understand authrized distributr
inventry nine isting system and get
input CEDA (Dec 31, 2011);10The secretary t prpse a custmer
credit reerra ramewrk CEDA
members t share credit experiences
(Dec 31, 2011);
11The secretary t prpse a CEDA
brandname prmtin pan r the
bard (Dec 31, 2011);
12 China DTAM and distributin statistica
wrk wi be nt be part the 2011
pan. It wi be re-discussed when the
CEDA rganizatin is in pace.
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CEDA has beenully supported by ECIA
and IDEA
About CEDA
About China ElectronicFair
About Cntronics.com
About 52solution.com
About China
Outlook Consulting
CEDAis a nn-prt rganizatinthat deivers service t eectrnics
cmpnent distributrs and reatedparties with u supprt rminternatina cunter-parties andthe Chinese gvernment.
China Electronics Fair (CEF) wasunded in 1964, and is endrsedby bth the Ministry Industry andInrmatin Techngy and theMinistry Cmmerce. CEF runs
three catins annuay, Shenzhenin Apri, Shanghai in Nvemberand West China/in August (rtatingbetween Chengdu and Xian) Ithsts 150,000 key visitrs annuay.
Cntronics.com is an interactivenine patrm r engineers tbetter design circuits, seect theright cmpnents and deivertimey appicatin sutins. It hepsengineers t design circuitry that
enabes better IC perrmance.
52solution.com is a speciaizedsutin centers-based websitethat prvides system architectneeded technica resurces rR&D engineers. It heps engineerst earn the sutins in ht apps,share experiences, and imprveeciency thrugh webinars, techvides, tech artices, iteraturedwnad, sampe request, and
nine rums,etc.
China Outlook Consultingenabes business executives internatina semicnductr andcmpnent suppier/distributrs tdevep better business strategiesr the Chinese market thrughthe China eoutk newsetter andcustmer research services.
amy Wngrssing th Ceda mting
8/3/2019 AVE9 2011 Abstract
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IV
Q3 2011 - the market has clearly slowed
further across Europe!
by Gary Kibblewhite
www.ideaelectronics.com
It is dicut at the mment t
nd and market researcher r
statistician that is shwing buish
gures r the Wrd markets. Even
the Chinese manuacturing sectr
has swed despite the underying
Chinese GDP sti grwing at
ver 9% pa. This is refected in
ur industry inputs which shw
a sharp sw-dwn in eectrnic
cmpnent rders and saes
acrss Eurpe in Q3.
Graphic T6 bew, this shws the
grwth/decine in quartery saes
r each cuntry cmpared with
the same quarter ast year. Nw
it is ny Nrdic and France that
are sti shwing a margina biings
grwth and a ther regins have
aready experienced a decine.
Hwever, we mustnt rget that
Q3 is aways a bad quarter!!
Secndy Graphic T5 shws that
cumuative ytd bkings r mst
Eurpe have cntinued t drp
when cmpared with ast year with
a regins drpping rm between
1.5% (UK) t 18.2% (Nrdic).
ECONOMIC
BACKGROUND
Eurstat shws that The eur
area seasnay-adjusted
unempyment rate was up
t 10.2% in September 2011
cmpared with 10.1% in August2011 and 8% in September ast
We mustnt orgetthat Q3 is alwaysa bad quarter
Only Nordic andFrance are still
showing a marginalbillings growth
year. This is nt gd news r
uture manuacturing utput.
The atest Eurpean Industria
prductin gures reeased by
Eurstat n the 12th octber are
r August 2011 and shw that,
cmpared with August 2010,
industria prductin increased by
4.3%.
ELECTRONIC
COMpONENT SALES
IN Q3: OVERVIEW
Total components
Graphic T1 shws that, n a
quartery basis, tta biings were
2% dwn n the same quarter ast
year and 11% dwn n Q2. Frthe secnd quarter running the
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 a
the majr distributin grups.Their saes represent Circa 70% the tta Eurpean distributinmarket s the trends shwn aretruy representative.
Q3 2011 TOTAL COMpONENTS TENDENTIAL INDEX BY COUNTRY (Q/QY-1) Graphic T6
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INT E N T I N L
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Q3 2011 TOTAL COMpONENTS YTD BOOKINGS TREND Graphic T5
www.ilctronics.com
Q3 2011 TOTAL COMpONENTS BOOKING, BILLING & BOOK:BILL RATIO Graphic T1
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INT E N T I N L
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El c r ic c i i
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Sourc: eurostt
ci i i lF r i ri El r ic
INTE N TI N L
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S U L IE S
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V
Total bookings andbillings still run abovethe 2009 level
bk:bi rati is bew 1:1. It ks
ike we are ging t see the trendwe experienced in 2009 happening
again!
QUARTERLY SALES BY
pRODUCT 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:
Semiconductors.
Graphic S1 shws that, pst minr
adjustments t shw actua gures
r Itay, we nw have had three
negative bk:bi rati quarters
running. Whist tta bkings and
biings sti run abve the 2009
For the 2nd quarterrunning the total
components book:billratio is below 1:1
t be a pr Q4 biings number.
QUARTERLY SALES
AND ORDERS BY
GEOGRApHIC REGION
Graphic T3 shws that ny the
Nrdic regin shwed a sma
grwth ver the prir quarter buta ther regins shwed a decine
ver bth the same quarter ast
year and the immediatey prir
quarter.
T add t the misery, graphics
T2 bew cvers bkings trends
cmparing current quarter with the
ast quarter ( Q/Q-1) and the same
quarter ast year ( Q/QYHevetica
Neue (T1) ). A regins are shwing
a negative.
eve the bkings weakness ks
ike it is ging t ead t a pryear end.
Passive Components
Graphic P1 cvering Passives
shws a secnd quarter
negative bk:bi ratis with tta
Eurpean bkings and biings
abut the same as Q3 2009.
Electromechanical components
Even emech & ther cmpnents
shwed a decine in bk:bi rati
this quarter eading t what is ikey
Q3 2011 SEMICONDUCTOR BOOKING, BILLING & BOOK:BILL RATIO Graphic T5 Q3 2011 TOTAL COMpONENTS BOOKING TREND
Q3 2011 TOTAL COMpONENTS BILLING TREND Graphic T3
Q3 2011 pASSIVE BOOKING, BILLING & BOOK:BILL RATIO Graphic P1
Q3 2011 E.MECHANICAL BOOKING, BILLING & BOOK:BILL RATIO Graphic E1
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INT E N T I N L
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electronics foru
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electronics foru
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distributin channes. ADEC has becme
an imprtant industry rganizatin t
ensure that the eectrnics industry is
prtected within Suth Arica.
ADEC has as strng representatin at
the South African Electronics Industry
Federation (SAEIF) which is wrking
csey with the Deartment of Trade
and Industryt prtect and grw the
eectrnics industry.
one the initiatives where ADEC is very
much invved in is t review current
imprt duties in rder t prmte ca
manuacturing. We have bserved an
aarming trend in recent mnths wherekey R&D and manuacturing cmpanies
are in prcess dwnscaing their
wrkrce with the intend t imprt
cmpete manuactured prducts. Such
activities wi nt ny aect imprts
eectrnic cmpnents negativey, but
it wi as reduce jbs and aect the
ecnmy negativey.
The utk r 2012 is cautius
ptimistic, but a industry payersincuding gvernment needs t wrk
tgether t ensure that grwth is
sustainabe in the ng term.
Metering are prbaby the tw mst
imprtant actrs which may stimuate
the eectrnics industry in the medium
term. At this stage, nthing is hwever
certain and gvernment and state wned
enterprises such as Eskom wi pay a
majr re in the utcme this grwth.
Risks that we shud be cautius is
the repacement cay manuacturer
prducts with cmpete imprted
prducts r kits. High risk areas are
autmtive reated prducts, Set
Tp bxes and eectricity meters.
Many these prducts are currenty
being exprted and it wi be a ss
r the Suth Arican ecnmy i R&D
and manuacturing is reduced. The
eectrnics industry needs t wrk cser
with gvernment t prtect and grw
these industries.
The Suth Arican eectrnics industry
has aways been very innvative and new
ideas shud be appied twards ca
R&D and manuacturing gba trends
such as energy ecient prducts. lED
ighting is a gd exampe sme gd
innvatin which is currenty taking pace
in Suth Arica.
Frm an ADEC perspective, it is
critica that cmpnent distributrs
need t ensure that they cntinue tadd adequate vaue int the suppy
chain which wi make it attractive r
manuacturers t dea thrugh credibe
crreated with SAs grwth 8.1%. The
mre interesting anaysis is t k what
is happening currenty in the US and
Eurpe in rder t specuate what we can
expect in Suth Arica during 2012.
During 2011, US and Eurpean nancia
turbuence wed hard n the hees
the massive earthquake in Japan,
causing imbaances in semicnductr
suppy and demand.
The International Distribution o
Electronics Association (IDEA) has
indicated that there is a biings grwth
between 8% and 12% r Q2 2011
cmpared t Q2 2010 r Eurpean
cuntries. Their statistics indicate that
the Eurpean grwth rate is n a sharp
decine.
Anaysts urther recast that gba
semicnductr saes wi grw a swer
5% in 2012. The gba semicnductrindustry in 2012 cud be impacted by
a number macrecnmic issues,
incuding high unempyment in the U.S.,
the nging debt crisis, the dds a
dube-dip U.S. recessin in the United
States and Japan, and the ear infatin
in China, India, and Brazi.
Frm a pure crreatin perspective, we
can expect that the grwth rate 8.1%
cmpnents saes in Suth Arica may
decine t 4% twards the end 2012.Hwever, we need t k at the Suth
Arican industry t rene this crreatin.
Eectrnic prducts such as smart
phnes, media tabets, mbie PCs, set
tp bxes, lCD TVs, wired netwrks,
industria autmatin, and autmtive
intainment wi be the majr driver
eectrnics saes wrdwide.
Hwever, the Suth Arican industry is
very weak in mst these areas.There are majr prjects n the hrizn
which may stimuate the grwth the
SA eectrnics industry in the cming tw
years. The Digital Terrestrial Television
switchover prject and Smart
The ast 4 years have been a
rercaster ride r the Suth
Arican eectrnics industry.
Suth Arican imprt statistics (see
attached graph) has shwn that Suth
Arica experienced a signicant decine in
imprts eectrnic cmpnents in 2009
due t the 2008 gba nancia crisis.
During 2010 the SA ecnmy recvered
and eectrnic imprts were n the
increase again. In terms cmpnentsaes, this recvery ny reaized twards
the secnd ha 2010 and cntinued
int 2011.
Accrding t ADEC statistics, the year
n year grwth r eectrnic cmpnents
saes r the 12 mnth perid ending
June 2011 was 8.1%.
The SA eectrnics industry d nt ny
ag gba trends by abut 12 mnths,
but these trends are as dampened
signicanty, which is wecmed in a
recessinary perid.
In rder t determine hw the SAeectrnics industry is ding cmpared
t gba markets we shud be king
sighty back int gba trends. Saes
grwth gba semicnductrs surged
by arund 32% in 2010 which can be
by Kobus Botes
ADEC Chairman
Technical Marketing Manager
Arrow Altech Distribution (Pty) Ltd.
Year on year growthor electronic
components sales or the12 month period endingJune 2011 was 8.1%
The Digital TerrestrialTelevision switchover
project and SmartMetering are probably
the two mostimportant actors
The South African market, an overview
8/3/2019 AVE9 2011 Abstract
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by Franco Musiari
Technical Director, Assodelwww.assodel.it
and by Silvio BaronchelliPresident of IDEA
Grasping the picture o the solid statelighting market is not an easy job.Firstly because there isnt a defnitivesource o reliable inormation thatcan capture the global lighting marketand secondly because there is a rapidprolieration o new comers. Not toorget that this type o reports typicallyhave a purchase ee that is prohibitiveand when they become accessible theyare usually out o date...
ANEWREPORTThere is a new report releasedby McKinsey & Company andcommissioned by Osram: Lightingthe Way: Perspectives on the GlobalLighting Market.
The report takes a broad view othe lighting industry with particularreerence to LED market share. Theinormation have been generatedthrough a survey developed in June 2011with interviews o lighting proessionals
and consumers in the USA, Germany,Japan, China, Russia, Brazil, and India.Feedback was collected rom morethan 650 respondents representingthe design sector and more than 1,000respondents representing lightingproducts consumers. The report bringsan overview o the global lightingmarket, an evaluation o the impacto LED technology on lighting and anexamination o LED penetration.
ThELEDLIGhTINGMARKETAccording to the report, the globallighting market will reach a revenuelevel o approximately110billion
by 2020. Population increases,urbanization and governmentregulations that avoursenergy efciency measuresare indicated as the keydrivers or this growth.Currently LED technology is tooexpensive to be competitiveand able to conquer a wideapplication base but theexpectation that the LEDcosts will decrease at a rateo 30 percent per annum willaccelerate the adoption osuch a technology.
The graph shows that in 2010 the SSLmarket was worth 7 billion with a 10%market share. The picture is going tochange drastically by 2016 when themarket is orecasted to reach 40 billionater a Compound Annual Growth Rateo 34% clearly showing the above
mentioned acceleration. At this pointin time the SSL market should graspapproximately41% o the total lightingmarket.
Got at that point the accelerationwill slow and rom 2016 to 2020 theMcKinsey report suggests that theCAGR will drop at the 13% level. Thismeans that in 2020 the SSL marketshould account or 64 billion with 59%o the total market.
ThEKEyMARKETSEGMENTSIts clear, looking to the graph, thatthe report is taking in consideration
the three main sectors o the lightingmarket: generalligting, automotiveligting and backligting.
General lighting, which accounts or75% o the total lighting market, is themain market area or the coming growthand the one that will see the greatesttransormation due to LEDs.
In particular the applications inarchitectural lighting are viewed asan area o early adoption because othe incorporation o color control and,as McKinsey reports, will see an 85%market share by 2020.
News
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need t address unpredictabe cnsumer
needs, the vera iabiity shud reside
with the origina Equipment Manuacturer
wh utimatey decides n his prduct
marketing strategy.
Sme the key questins t answer:
Whatinventorystrategyforwhat
product?
Storingnishedgoods,rawmaterials,
or both?
Whoisaccountablefortheinventory
level?
Howistheinformationmade
available?
Whereisthetransferofriskandtitle
happening?
Ismaterialliabilityclearlydocumented?
Istheinventorypricingupdateclearly
owned and defned?
Vendr Managed Inventry is a way
t mitigate risk and psitin inventry
buers at strategic pints in the suppy
chain. As in ur gba ecnmy
suppy chains cmpete mre than
cmpanies, it shud as encurage
suppy chain team-mates t cabrate,
agree strategy and metrics, and share
inrmatin, risk and reward.
Distributrs are uniquey psitined t
depy VMI services r oEMs and their
assciated cntract manuacturers.
They have the abiity t mitigate materia
iabiity with their wide custmer base and
rebaance inventry between the varius
oEM prductin sites.
Inventry is a very pweru and
dangerus asset... as much as is needed
and as itte as pssibe!
W
hen it cmes t inventry
strategy, yu can ee bd
pressure rising acrss exec
teams. Its understandabe as it is
accepting that the wrd is anague,
that cnsumer behaviur des nt
w ve year pans and in a way
answering Edward Lorenzs questin
at the American Assciatin r the
Advancement Science cnerence:
Predictability: Does the Flap o a
Butterys Wings in Brazil Set o a
Tornado in Texas?. Accepting the
cncept a necessary inventry
is accepting rictin in mechanicaprcesses, and its a saer anding in the
rea wrd.
once yu embrace the idea yu need t
take a deep breath and get prepared r
many seepess nights. Inventry prtects
against uncertainties, but as deays the
understanding and impact prbems!
Fr the ean manuacturers, the greatest
maniestatin waste can be und in
unneeded quantities raw materias,wrk in prgress and nished gds
(Daniel L. Gardner - 2004 - Business &
Economics).
The rst thing t d is reach ut t yur
upstream and dwnstream partners and
ay dwn the undatin yur inventry
strategy.
Inventry shud be seen as the ue, r
better, the xygen the suppy chain. I ts
everynes prbem and as it refects the
DearOriginal Equipment
Manufacturer
SSL Market (forecast!)
Is your inventory an accident, a way to address supply chain (in)efciency
or a conscious decision to support your supply chain strategy?
by Pascal Fernandez
Vice president SPDEI
and VP Avnet Velocity
www.spdei.fr
Led Lighting Market By Sector (eur billions)
8/3/2019 AVE9 2011 Abstract
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News
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EID NEwS
Eric Schuck has been namedpresident Arrow Euroe, MiddleEast and Africa (EMEA). In this re,Mr. Schuck wi ead the eectrniccmpnents prducts and servicesbusiness r the EMA regin, reprtingdirecty t Peter Kng, president Arrw Gba Cmpnents.
Avnet Memec annunced itstransrmatin int a verticay aignedand custmer cused business hasawed it t dube its majr accuntbase rm 400 t ver 1000 and tripeits mnthy saes in just ve years.
Fwing the severe fash fdingin Thaiand, the csure manybusinesses in the regin has theptentia t impact the eectrnicssuppy chain. Element14 has createda dedicated nine space at ThaiandFding which wi act as a centrarepsitry r the eectrnics industryn the situatin, whie additinay beinga cnduit r inrmatin fw at thisdicut time
Farnell has aunched an a newdedicated maintenance and prductincatague, eaturing prducts rmver 300 the wrds eadingmanuacturers. Cmprising ver 500pages, the new catague bringstgether many prducts ranging rmcnnectrs, cabes, and batteries t testand measurement equipment, sderingprducts and reays.Premier Farne as annunces agba ranchise distributin agreementwith Fox Electronics, a speciaist inthe design and suppy requencycntrers.
Mouser Electronics has signed agba distributin agreement withutra-w-pwer RF speciaist NordicSemiconductor, with Toumaz, asuppier in w cst, utraw energywireess teemetry techngies andwith Segger which deiver embeddeddevepment ts t design engineerswrdwide. Muser Eectrnics asannunces the aunch its secndmedica appicatins productKnowledge Center (pKC) training sitedevted t medica therapies. Museras annunces that it is an authrizedgba distributr r the cmpeteprti Natina prducts rmTexas Instruments (TI).
RS Comonents has wn thelgistics and Distributin operatinsaward at the Eurpean Suppy ChainExceence Awards 2011. This awardrecgnises rganisatins in Eurpe thatdemnstrate exceence in their suppychain peratins.
DISTRIBUTION
Source: Electronics Industry Digest
September 2011 bkings
increased +16% ver
September 2010. YTD
bkings are up +5.1%. Sequentiay,
rders increased +3.2% rm August
2011. 3Q11 bkings were up +6.9%
year-ver-year.
September biings increased +16%
rm September 2010, and +9.9%
year-t-date. Sequentiay, saes
increased +7.4% rm August 2011.
3Q11 biings were up +9.1% year-
ver-year.
The September BTB rati was 0.92,
3Q11 was 0.95, and year-t-date is
0.99. The wing charts shw the
industry BTB since octber 2009.
The September bk-t-bi 0.92
is, hwever, the urth cnsecutive
mnth with a bk-t-bi rati ess
than 1.0.The wing tabes shw the recent
biings histry the cnnectr
industry.
We have achieved 23 cnsecutive
mnths year-ver-year increases
in mnthy biings. order demand
increased in September 2011, but
cntinued saes grwth wi be dicut
t achieve in 4Q11 because
stness in wrd ecnmies.
Regional performanceThe wing tabes shw September
2011 bkings and biings
perrmance by gegraphic regin.
Year-t-date bkings have swed t
singe-digit grwth in Nrth America,
Eurpe, Asia Pacic, and RoW.
September year-t-date bkings
turned psitive r China at 1.1%.
Japan has imprved t -2.4%.
Year-t-date biings shw dube-digit grwth in Eurpe and RoW.
Year-t-date biings are singe digits in
a ther regins. Year-t-date biings
in Japan turned psitive t 1% r the
rst time since March 2011.
3Q11 Sales performance
The cnnectr industry shipped
$12,857 miin in 3Q11, up 9.1%
ver 3Q10. This set a new industry
recrd r saes in a quarter.
The third quarter, especiay
September, was much strnger
than we expected. Theautmtive and transprtatin
sectrs were particuary strng.
Teecmmunicatins (mbie devices
and mbie netwrks) and cmputer
sectrs had gd perrmances in
the quarter. Miitary and industria
were market aggers. In spite much
The third quarter,especially September,
was much strongerthan we expected
The connectorindustry has achievedtwo outstanding years
since the horrifcbusiness conditions
in 2009
by Ron Bishop
Bishop & Associates
www.bishopinc.com
YEAR-TO-YEAR AND CUMULATIVE BILLINGS
pERCENTAGE CHANGE 2009/2010/2011 Table 1
Strong September Drives
3Q11 Connector Industry GrowthCONNECTOR INDUSTRY BOOK-TO-BILL RATIO Figure 1
SEpTEMBER 2011 BOOKINGS Table 2
8/3/2019 AVE9 2011 Abstract
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decine. This is nt a psitive sign
r uture cnnectr saes because
cnnectr saes csey track the
perrmance semicnductrs.
Eectrnic distributrs are
reprting mid-singe-digit grwth in
cmpnents and have swed their
rders t cmpnent manuacturers
News
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We estimate that4Q11 will decline
-5.3% sequentially, butstill achieve
+3.8% growthyear-over-year
pubicized ecnmic wes, Eurpean
cnnectr saes were utstanding.
Much Eurpes cnnectr grwth is
due t a strng autmtive market.North America connector saes
thrugh September 2011 have grwn
aster than Chinas (7.9% vs. 6.8%).
It has been ver a decade since that
has ccurred.
Euroean connector saes are
up an incredibe 16.5% thrugh
September.
The cnnectr industry has achieved
tw utstanding years since the
hrric business cnditins in 2009.
The wing tabe shws hw the
industry has perrmed ver the past
eeven quarters and ur estimate r
4Q11. We estimate that 4Q11 wi
decine -5.3% sequentiay, but sti
achieve +3.8% grwth year-ver-year.
Outlook 4Q11 and full year
2012
Semicnductr demand has swed
and the past tw mnths have
resuted in a year-ver-year saes
CONNECTOR INDUSTRY SALES BY QUARTER Figure 3
CONNECTOR INDUSTRY QUARTERLY SALES YOY % CHANGE Table 3
YEAR-TO-DATE BOOKINGS BY REGION Figure 2
accrdingy. The cnnectr industry
bk-t-bi rati has been bew 1.0
r ur cnsecutive mnths, with
September resuting in a very pr BTB
rati 0.92. With rders swing earier
in the quarter and heavy shipments
in September, the industry backg is
shrinking.
We are experiencing swing demand
r eectrnic prducts. Hwever, we
beieve the key wrd is slowing. We
d nt beieve there is a arge decine in
demand ahead us. Fr exampe, U.S.
GDP grwth 2.5% in the third quarter
is an encuraging trend that essens the
prbabiity a dube-dip recessin.
Here is hw we see the next ew
quarters:
4Q11 - Sequentia decine in saes rm
4Q11 in the 5% range. Year-ver-year
grwth rm 4Q10 arund 4%.
1Q12 - Tugh cmparisns t 1Q11.
Cntinued swing demand and the
Chinese New Year resut in sequentiaand year-ver-year decines in the mid-
singe-digits.
2Q12 - Sequentia imprvement in
saes, but a decine in year-ver-year
resuts.
3Q11 + 4Q11 - Gradua imprvement
in saes with bth quarters achieving
sequentia and year-ver-year grwth.
The utk r 2012 is mdest grwth
in the 4% t 6% range.
8/3/2019 AVE9 2011 Abstract
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News
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When ptted n a
garithmic scae graph
the gba eectrnic
cmpnents saes revenue nw
csey tracks gba GDP. Tday it
generay appears n the psitive
side the grwth curve because
the pervasive and increasing use
eectrnics in daiy ie but his
was nt aways the case.
As itte as a decade ag the typica
gba cyces, driven argey by
advancement in semicnductr
prcess techngies, were
perids very high grwth
wed by a capse wed by
a sw advance twards the next
recvery.
This pattern hwever des nt
appear t be wed by the UK
eectrnic cmpnents markets
and GDP grwth. The UK
eectrnic cmpnents markets
are n track t achieve a grwth
apprximatey 7% in 2011,
cnsidating n what was a
phenmena 26% grwth in 2010,
whist the 2011 UK GDP grwth
is recast at 2% an imprvement
ver the minima grwth in 2010.
Why is this?
Its very hard t justiy using hard
data but anecdta evidence
suggests that the wide breadth
UK based system integratrs in
the aerspace, autmtive medica
and industria markets are actuay
enjying signicanty mre success
in internatina markets than they
are being given credit r.
Statistica inrmatin prvided
by ecsn members indicates that
there has as been an increase in
the saes rm the UK eectrnic
cmpnents, bth directy by
custmers t their subsidiaries
r sub-cntractrs and by UK
based distributrs in supprt
their custmers in Eastern
Eurpe and China. The same
statistica inrmatin enabes
me t estimate that this trade
has been grwing steadiy ver
the ast decade and may nw
accunt r 5% t 7% the UK
eectrnic cmpnents saes
revenue. Accrding t UK oEM
custmers the primary reasn r
this activity is t gain cntr ver
the eectrnic cmpnents used
in the bard assemby prcess t
maintain quaity standards, but it
as enabes them t wied much
greater infuence ver suppiers,
pricing and avaiabiity.
So What Is Likely To
Haen in 2012?
A wide crss sectin eectrnic
cmpnents industry eaders
remains sceptica abut the ca
and gba ecnmic prspects.
A very unscientic p ver
150 US executives ast week
reveaed that the verwheming
majrity beieve that were in the
midst a W shaped ecnmic
situatin i.e. a urther shrt perid
decine pssiby ng enugh
t be technicay cassied as a
recessin, r at best case l
shaped i.e. a perid itte grwth
r decine. This utcme refected
a simiar p carried ut with the
The UK electroniccomponents markets
are on track toachieve a growth oapproximately 7% in2011, consolidating
on what was aphenomenal 26%
growth in 2010
The outlook oremployment in the
electronics industry isnot really is not as badas the problems in theoverall economy may
suggest
by Adam Fletcher
Chairman of IDEA and ECSN
www.ecsn-uk.org
Forecasting 2012:
Reasons to Be Cheerful
The outlook or employment in the electronics industry is not
really is not as bad as the problems in the overall economy
may suggest says Adam Fletcher - Chairman at the Electronic
Components Supply Network. As many organisations enter
the fnal stages o their 2012 business planning cycle Fletcher
justifes his optimism by reviewing key data and inormation
sources, but he also shares his concerns that this will continue
to be a low job creation recovery at best, which is likely to remain
an ongoing problem or many developed economies...
8/3/2019 AVE9 2011 Abstract
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same grup in 2009, despite the
act that a very bvius V shaped
recvery was taking pace.
Their past experience suggests
that these industry executives
shud reaise that the recvery
amst aways vershts, decines
and then nrmaises. The drpped
tennis ba anagy is ten used
by ecnmists when describing a
recessin: A tennis ba wi aways
bunce back up again; its ny the
timing thats unknwn.
But in the current and very
uncertain ecnmic times thers
have ikened the gba ecnmy
t drpping a fat tba; n
hitting the grund it bunces back,
but nt much! The chaenge r
everybdy is t pump mre air int
the ba s that it bunces back
uy...
Signifcant drags
There are a numbers signicant
drags n UK ecnmic activity;
histricay w eves activity
in the husing market, wer
cnsumer spending as debt is paid
, stubbrny high unempyment
rates and the turbuence created
by the Eur regin currency and
debt crisis, t name just a ew.
These drags are being refected
in wer than nrma cnsumer
cndence eves,which has nwspread t industria markets with
primary indices ike the Industrial
Purchasing Managers Indexand
CBI Industry Confdence Surveys
drpping bew unity.
These surveys whist very useu
indicatrs d smetimes becme a
se-uing prphecy as they have
the eect ensuring cnsumers
and industriaists becme mre
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Many organisationsnow run rolling 12month orecasts basedon multiple possibleoutcome scenarios,
only frming up theirplans or one or twoquarters at a time
based on the evolvingoutcome
negative. This is particuary true
i visibiity custmer demand in
the suppy netwrk as becmes
bscured. In the eectrniccmpnents industry we have
as had t cpe with the impact
the East Japan Earthquake and
Tsunami and nw serius fding
in Thaiand...
Customer visibility cloudy
but trends still Visible
Frtunatey the eves visibiity
in the eectrnic cmpnents
suppy netwrk, whist nt perect
remain reasnaby gd and when
inked t ast cmmunicatin
and accurate anaysis the
inrmatin, prvide the basis r
gd business panning.
In 2010 the avaiabe capacity
in the eectrnic cmpnents
markets did in sme areas
versht demand as the whe
industry attempted t grab sme
market share.This ver capacity has, r is in the
prcess , been withdrawn and
as a resut lead-times r mst
cmmdity parts wi return t
4-to-6 weeks (athugh there are
sme specic prduct categries
that are ikey t remain n
extended ead-times).
Fr many UK businesses,
particuary thse in the eectrnics
market it remains very dicut t
recast 12 mnths activity with
any accuracy.
Unrtunatey, recasting remains
a critica business panning area
and ne against which many
rganisatins chse t make
imprtant perating decisins.
The rganisatins wh enjy
mst success are prbaby thse
wh have made a very signicant
investment in their business
panning prcess, uy invving
their partners up and dwn the
suppy netwrk - its rarey uck!
Many rganisatins nw run
ring 12 mnth recasts based
n mutipe pssibe utcme
scenaris, ny rming up their
pans r ne r tw quartersat a time based n the evving
utcme.
on beha ur members ecsn is
nw engaging with a wide range
rganisatins in the UK eectrnic
cmpnents suppy netwrk t
try and accuratey recast the
utcme by quarter in 2012.
This prcess wi be cmpete by
the end Nvember when ecsn
shares the inrmatin widey
acrss the eectrnics industry
via the media t prvide sme
assistance in the panning prcess
and industry bench-marking r a.
Whist nt wanting t pre-judge the
ecsn members recast utcme
and assuming that there are n
urther majr natura r unreseen
ecnmic disasters, I wud be
very surprised i ur recast des
nt refect w singe digit grwth
r the UK and Eire eectrnic
cmpnents markets in 2012.
The 2012 utk r thse
individuas and rganisatins in
the UK and Eire eectrnic markets
remains bright. Tdays atest and
greatest new prducts are aready
being redesigned with increasedunctinaity. Hws that r a great
reasn t be cheeru?
Additina inrmatin abut
The Eectrnic Cmpnents Suppy
Netwrk and Adec may be und
at the wing website:
www.ecsn-uk.orgwith reguar
industry updates avaiabe t a n
the Breaking News pages.
8/3/2019 AVE9 2011 Abstract
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cur/heat seectin, Therma
management, Driver eectrnics,
optics, light measurement &
panning, Street, buiding, signage
& theatre, light shaping (diuser) &
stware cntr & autmatin
The secnd event wi be nTuesday 26th June 2012 at the
Willims Cc C
and wi cver RF & Wireess t
incude RF & Wireess teemetering,
Wireess sensr techngies,
Antenna design, large w-pwer
wireess netwrks, Shrt & ng-
wave wireess techngies.
The third event wi be n Tuesday
October 23rd 2012 (exact date &precise tpics r this event may
change sighty) at the Wiiams
Fwing the successuaunch Fortronic in the
UK in 2011 a urther three
events are panned t take pace at
the Wiiams F1 Cnerence Centre
near oxrd. Each event incudes
bth wrkshps & technica
seminars and is ree t attendees.
The rst event in 2012 is schedued
t cver lED & lighting design
which wi take pace n the 27th
March 2012 (exact date & precise
tpics r this event may change
sighty) at the Wiiams Cnerence
Centre.
The cntent wi cver lED
Building on Fortronic success!
cnerence centre and cver Pwer
& pwer management. Incuding
Digita cntr, Pwer eciency,
Cntr techniques, Pwer
mdues, Pwer management, &
Pwer techngy innvatin.
A three events wi w the
prven Frtrnic rmat
Fr urther inrmatin n
prgramme cntent and
spnsrship packages pease
cntact:
Chris Osborn
Fortronic UK Director
+44 (0)7824444612 r emai chris@
motiv8uk.com
Further inrmatin can be und at
www.fortronicuk.com
Three moreFortronic design
engineering
workshops for
the UK
IDEA
Fr the ast 20 years the IDEANews has been supprted bythe Trade Assciatins acrssthe Wrd but increasing cstshave ed us t ering a singespnsrship r each urissues. The IDEA Newsetter witherere be Spnsred in utureand thisIssue with spnsrshiprm Bisho & Associatesshwsthe rmat we are using
The spnsr wi have their name
as a spnsr shwn tgetherwith their cmpany g.They wi as have either netw-cumn r tw singe-cumnadverts per issue.Just t remind yu, the IDEANews is circuated t ver4.000 named individuas in ver3.000 eectrnics cmpanies in10 majr cuntries acrss theWrd.
Sponsorship costs for 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 issue
Fr mre inrmatin cntactsegreteria@ideaelectronics.com
SUppORT
The Fortronic Technical
Forum cncept has been prvenver 5 years events in Itayand is supprted by IDEA, anInternatina assciatin undedin 1987 with the express intentt spread gd practice withinthe gba eectrnic cmpnentindustry.
The Frtrnic TechnicaFrums have been extendedInternatinay in 2010 t Turkey &
Tunisia and in June 2011 the rstevent was hed in the UK.
Why Fortronic Forum
1. QUaLItYFrtrnic guarantees the quaity the cntents the cnerencesand the rganizatin the wheevent.
2. teCHnICaL dIreCtorAn expert the sectr whcrdinates the cnerences andthe speakers.
3. SHare WItH US
A prgram cperatin withthe spnsrs the event t pan,prmte, cmmunicate, veriy theprmtin the event.
4. edUCatIonaLA training seminar t transerdesign cmpetences t theattending technicians.
Fortronic
IDEA NEwSLETTERINTERNATIONAL DISTRIBUTION OF
ELECTRONICS ASSOCIATION
Editor in ChiE: Ga Kbblewe
Editors: Aam lece (UK);rb Ga (UsA); slv Bacell a
ac Mua (ial); Lea ne (sveza);Wlam Zeu (Gema); Am Wag (Ca);
PUBLishEr: slv Bacell
intErnAtionAL ProMotion By: ConsortiUM ELEttriMPEXPUBLishEd By: tecmpee scal - Va C. lam, 19 - 20134 Mla - ial
PrintEd By: sevz tpgafc Cal Clmb - rme
News
I I L
L I
LI
XII
8/3/2019 AVE9 2011 Abstract
19/34
In qualit di leader nella progettazione
e distributore globale di semicondut-
tori e componenti elettronici, Mouseragevola limmissione sul mercato dei
prodotti pi innovativi e delle
tecnologie pi allavanguardia di oltre 450fornitori. In un settore dove la maggiorparte dei distributori di componenti elet-
tronici tende a fornire grandi quantit per
la produzione di massa, Mouser focalizza i
suoi servizi sulla catena di progettazione.
TECNOLOGIE INNOVATIVEPER RIDURRE I TEMPIDI COMMERCIALIZZAZIONEDa sempre, Mouser mira a fornire in pronta
consegna i semiconduttori e i componenti
elettronici pi allavanguardia in ogni
categoria: gli ordini vengono infattievasi il giorno stesso da un moderno
centro di distribuzione che si estende su
Mouser Electronics: un vantaggio
competitivo per i clienti
una superficie di oltre 150.000 metriquadrati ed certificato AS9120A.Acquistando da Mouser, i progettistidi tutta Europa avranno la certezzadi progettare prodotti altamenteinnovativi basati sulle tecnologie pi
avanzate e caratterizzati da funzionalitesclusive, lunghi cicli di vita e tempidi commercializzazione ridotti, hacommentato Mark Burr-Lonnon, vicepresidente di Mouser per larea EMEA.
SEMICONDUTTORI: AL CENTRODELLA PROGETTAZIONENonostante previsioni di crescita
altalenanti per tutto il 2011, i
semiconduttori continuano a essere
lenabling technologyper eccellenza.
Secondo Gartner, ad esempio, a metdel 2011 la crescita del mercato dei
semiconduttori a livello mondiale
stata del 5,1%. IHS iSuppli avevainvece previsto una crescita del 7,1%,
partendo dal 7% registrato nel primo
trimestre. La crescita ha poi conosciuto
una flessione nel terzo trimestre,
arrivando rispettivamente al 4,6% e al2,9%. Tuttavia, secondo SemiconductorIndustry Association, ad agosto 2011 ilfatturato per il settore dei semiconduttori
aumentato del 4,4% rispetto allo stesso
periodo dellanno precedente.
In base a unindagine condotta da IDC,
entro il 2015 si registrer un aumento delnumero di utenti Internet che avranno
accesso al web tramite dispositivi mobili
il tutto a discapito della linea fissa.
Poich sempre pi consumatori si
collegano tramite cellulare o altri mobile
device, il miglioramento di alcune
funzionalit quali i touch screen, la
connettivit, la potenza di elaborazione
per applicazioni video/audio/media e la
durata della batteria rappresenta una delle
principali sfide di progettazione nello
A&V ELETTRONICA Anno XXIII - 09/2011
49
OPINIONI & MANAGEMENT
Il distributore a catalogo si propone di risolvere le attuali sfide di progettazione elettronica
attraverso un forte supporto locale e strumenti allavanguardia
Colloqui & Interviste
Mouser assicura un forte supporto
locale con 9 centri di assistenza
Mark Burr-Lonnon,
vice presidente di
Mouser
I fornitori
presenti con
i loro prodotti
nellofferta
di Mouser
oltre 450
8/3/2019 AVE9 2011 Abstract
20/34
sviluppo di prodotti di nuova generazione.
Per far fronte a questa crescita, Mouser
distribuisce i semiconduttori prodotti
dalle principali aziende tecnologiche
al mondo, tra cui Texas Instruments,Maxim, Infineon, NXP Semiconductors,ON Semiconductor, ATMEL, Microchip eFreescale Semiconductor.Per noi i semiconduttori sono una verae propria enabling technology, - ha
commentato Burr-Lonnon -I semiconduttori interessano praticamentetutti i settori e i mercati. Ma non solo:trattandosi della tecnologia di base
per molti nuovi progetti, favorisconolinnovazione allinterno di mercati increscita come quello sanitario, dellenergia,dei dispositivi mobili e automotive.Per fare un paragone, nel settoredellelettronica i semiconduttori hanno la
stessa importanza del ferro e dellacciaioper le fabbriche manifatturiere nel periodo
della rivoluzione industriale.
A&V ELETTRONICA Anno XXIII - 09/2011
50
OPINIONI & MANAGEMENT
Colloqui & Interviste
SUPPORTO IMMEDIATOED EFFICIENTEUn fattore chiave per il successo di
Mouser in Europa sicuramente il
supporto a livello locale, fornito da
nove centri di assistenza clienti cherispondono efficacemente a ogni richiesta,
indipendentemente dalle dimensioni
dellazienda o dallentit dellordine. Oltre
a un ufficio in Italia, Mouser dispone
anche di filiali locali in Germania, Francia,
Repubblica Ceca, Spagna, Regno Unito e
Israele. Inoltre, a settembre sono stati
inaugurati nuovi uffici in Svezia e Olanda.Mouser presente sul territorio con 19centri globali e gestisce le comunicazioniin 17 lingue.
Dietro a questa capillare rete di supporto
si cela il costante impegno di Mouser
nel gratificare e sorprendere i clienti
garantendo loro unassistenza di qualit,
precisione negli ordini e consegna entro
i tempi previsti. Mouser fornisce servizi
specializzati e non impone un quantitativo
minimo dordine. I clienti possono
richiedere preventivi, verificare le scorte dimagazzino, conoscere lo stato dellordine
oppure inoltrare ordini nella loro valuta
locale, con spedizione gratuita per importi
superiori a 50 euro.
SOLUZIONI CONVENIENTI FORNITETRAMITE PI CANALI DI VENDITAMouser adotta un approccio diverso
rispetto ai suoi concorrenti. Con Mouser,
grazie ai quattro canali di vendita
MouserMobile, Internet, i cataloghi egli uffici locali progettisti e acquirentipossono infatti accedere 24 ore su 24, 7
giorni su 7 ai prodotti e alle novit offerte.
La presenza di questi quattro canali di
vendita assicura sempre la disponibilit
dei prodotti, indipendentemente da dove si
trova il cliente e dallorario.
MouserMobile un sito web ricco di
funzionalit ottimizzato per le applicazioni
mobile dove sono disponibili tutti i
prodotti distribuiti da Mouser in pi lingue
e valute diverse. Il sito supporta pi di 25piattaforme mobile, inclusi iPhone e iPad.
Il sito web di Mouser, aggiornato
CONTATTI
Elsenheimerstr. 1180687 MunichGermanyLocal: +49 8952 04621 10Fax: +49 8952 04621 20munich@mouser.com
Centro Direzionale MilanofioriStrada 1 Palazzo E120090 Assago(MI) ItalyLocal: +39 025 750 65 71
Fax: +39 025 751 64 78italy@mouser.comwww.mouser.com
quotidianamente con i nuovi prodotti,
disponibile in 17 lingue diverse e mostra
i prezzi in 16 valute. Mouser.com fornisce
accesso immediato a oltre 2 milioni diprodotti acquistabili online e consente discaricare pi di 6 milioni di data sheet e
schemi di riferimento.
Il sito ospita pi di 1.600 ProductKnowledge Center completi di informazionidettagliate, note applicative e funzionalit
sui prodotti e sulle tecnologie - hacommentato Burr-Lonnon -Sul sitovengono anche segnalati i componenti
considerati obsoleti o non consigliati perla progettazione di nuove soluzioni (NRND,Not Recommended for New Designs). inoltre disponibile uno strumento di
project management con funzionalit diriordinazione automatica, importazionedelle distinte e conferma automaticadellordine.
Secondo quanto affermato da Burr-
Lonnon, Mouser continuer a mettere
a disposizione dei suoi clienti anche
una versione cartacea del catalogo,
impegnandosi ad aggiornarlo edizionedopo edizione, eliminando i prodotti
obsole