New Chart 1 Global Purchasing Managers Index · 2016. 12. 11. · Chart 3 U.S "Purchasing Managers"...

Chart 1

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

Markit Economics

2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 20162017

46.0 48.0 50.0 52.0 54.0 56.0

Taiwan

S Korea

Europe

October

November

Purchasing Managers' Indices November vs. October 2016

Markit Economics, JPMorgan and ISM

Above 50 = GrowthBelow 50 = Contraction

Chart 2

Chart 3 U.S "Purchasing Managers" IndicesISM vs. Markit Economics

Diffusion Index, >50 = Growth

Markit Economics & ISM

1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 20162017

ISMMarkit

Chart 4

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

Markit Economics

1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 20162017

48.0 50.0 52.0 54.0 56.0 58.0 60.0

Russia

Sweden

France

Germany

Europe

September

October

European Purchasing Managers' Indices November vs October 2016

Markit Economics

Chart 5

46.0 48.0 50.0 52.0 54.0 56.0

Taiwan

S Korea

Vietnam

Indonesia

Thailand

October November

Asian Purchasing Managers Indices November vs. October 2016

Markit Economics

Chart 6

Chart 7

S Korea "Purchasing Managers" Index>50 = Growth

Markit Economics

2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 20162017

Chart 8

China "Purchasing Managers" Index>50 = Growth

Markit Economics

2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 20162017

Chart 9

Japan "Purchasing Managers" Index>50 = Growth

Nomura/JMMA

Nov Apr

May Oct

Aug Ja

ov Apr

May Oct

Aug Ja

ov Apr

May Oct

Aug Ja

2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 20162016

Chart 10

Taiwan "Purchasing Managers" Index>50 = Growth

Markit Economics

202530354045505560657075

2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 20162017

Chart 11Taiwan/China Electronic Equipment Producers

Composite of 101 ManufacturersConsolidated Revenue

Taiwan listed companies, often with significant manufacturing in China

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

2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017

November 2016 down 2.9% compared to November 2015 and up sequentially 6.2% compared to October 2016

NT$ Billions

Chart 12 Taiwan ODM CompaniesComposite Sales of 11 Large Manufacturers

Nov Apr

May Oct

Aug Ja

ov Apr

May Oct

Aug Ja

ov Apr

May Oct

Aug Ja

ov Apr

May Oct

98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17

November 2016 down 1.4% vs. November 2015 and up 2.5% sequentially from October 2016

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

Chart 13 Taiwan Rigid & Flex PCB ShipmentsBroad Composite of 46 Taiwan-listed Manufacturers

01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17

2015 down 1.9% vs. 2014 in NT$ and down 6.3% at fluctuating exchange in U.S. dollars

NT$ (Billions)

Calendar YearCompany Financial Releases

Chart 14

U.S. Electronic Equipment Book/Bill Ratio3-Month Average

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

1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016

Chart 15

U.S. Electronic Equipment Order & Shipment GrowthComputer, Communications, Measurement & Control and Military

1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016

ShipmentsOrdersZero Growth

3/12 Rate of Change

Chart 16

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

1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016

Orders

Shipments

$ Billions (monthly, seasonally adjusted)

Chart 17

U.S. Vehicle Shipments

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 9

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016

Lt Trucks & Utility Vehicles Heavy Duty Trucks Automobiles

www.census.gov/indicator/www/m3

US$ Billion

Chart 18 U.S. Defense Capital GoodsOrders & Shipments

Nov Apr

May Oct

Aug Ja

ov Apr

May Oct

Aug Ja

ov Apr

May Oct

Aug Ja

ov Apr

May Oct

Aug Ja

ov Apr

May Oct

1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016

Orders

Shipments

Chart 19 U.S. Aircraft & Parts Shipments

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 9

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016

Non-Defense Defense

US$ Billion

Chart 20 U.S. Aircraft & Parts Orders

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 9

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016

Non-Defense Defense

US$ Billion

Chart 21 U.S. Military Electronics Orders & ShipmentsDefense Communication & Search & Navigation Equipment

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017

s Orders

Shipments

Chart 22

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

1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017

Orders

Shipments

Chart 23 U.S. Production: "Other" Electronic Components (excludes semiconductors)

Orders & Shipments

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

99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17

Orders

Shipments

$B (Seasonally Adjusted)

Calendar Year

Latest Annual 3-Month Month Growth Growth

Electronic Component $Rigid & Flex PCB Orders (N Amer) 10/16 99.8 102.3Rigid & Flex PCB Shipments (N Amer) 10/16 102.2 96.9Electronic Component Orders 10/16 114.5 110.2Electronic Component Shipments 10/16 114.9 110.6Semiconductor Shipments to N America 10/16 90.2 100.2

U.S. Electronic Equipment Orders $Computer & Related 10/16 86.7 85.9Communication 10/16 98.8 94.7Medical, Measurement & Control 10/16 105.3 105.5Search & Navigation 10/16 106.1 100.0Defense Capital Goods 10/16 126.4 144.1Military Electronics 10/16 106.2 97.9 Total Electronic Equipment 10/16 102.0 100.0

U.S. Industrial Production 10/16 98.7 99.0

NOTE: 3 month growth rates compare most recent 3 months to same 3 months one year earlier

Present Growth Rates (%)U.S. Economy & Electronics Industry

Chart 24

10/15 10/16 % CHAmericas 6.05 6.06 0.1%

Europe 2.91 2.82 - 3.0%

Japan 2.70 2.89 + 7.2%

China 8.58 9.78 + 14.0%

Asia Pacific / All Other 8.75 8.91 + 1.9%

Total 28.97 30.45 + 5.1%

Monthly Semiconductor Shipments$ Billions (3-month avg in US$)

SIA www.sia-online.org/

Chart 25

Chart 26 CCG Semiconductor Leading Indicator vs. Global Semiconductor Shipments

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

Nov Apr

May Oct

Aug Ja

ov Apr

May Oct

Aug Ja

ov Apr

May Oct

Aug Ja

ov Apr

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 20162017

CCG Semiconductor Leading Indicator

SIA Semiconductor Shipments

0 Growth

3/12 rate of growth

2-MonthLead

Chart 27 Total Semiconductor Shipments to an AreaMonthly Shipments - Reporting Firms

www.wsts.org,www.sia-online.org/

Nov Apr

May Oct

Aug Ja

ov Apr

May Oct

Aug Ja

ov Apr

May Oct

Aug Ja

ov Apr

May Oct

Aug Ja

ov Apr

95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16

N America

Europe

Asia-Pac

$ Billions Asia Pacific

Chart 28 N American Semiconductor ShipmentsMonthly & 3-Month Average Shipments

SIA website: www.sia-online.org/

Nov Apr

May Oct

Aug Ja

ov Apr

May Oct

Aug Ja

ov Apr

May Oct

Aug Ja

ov Apr

May Oct

Aug Ja

ov Apr

95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16

3-Month Avg

$ Billions

Chart 29Semiconductor Capital Equipment Shipments by Area

www.semi.org, www.seaj.or.jp/ 12/16 & prior reports

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 Q3 Q1 Q3

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016

Taiwan

S Korea

N America

Europe

$ Billions

+13.9%

Chart 30 Global Tablet Shipments4Q’16

Digitimes 12/16

TOTAL: 51.3 Million Units

6.2%6.1%5.9%

2.8%2.7%2.6%

1.6%1.2%

AppleSamsungAmazonLenovoHuaweiAsustekTCLMicrosoftLGAcerOth Intl BrandWhite box

Chart 31 Wearable VendorsGlobal % Share of Largest Suppliers

IDC 12/16 & prior reports

Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q32014 2015 2016

Others 45.0 45.9 38.1 33.1 33.3 37.0 35.6 39.8 43.9 45.4Samsung 14.9 9.0 6.7 5.8 3.1 2.4 5.0 3.6 3.0 4.5Garmin 9.7 7.0 5.3 6.1 4.2 5.3 7.6 5.7 6.8 5.7Xiaomi 5.7 6.3 22.4 17.2 16.4 9.1 19.1 14.0 16.5Apple 0.0 20.3 17.5 14.2 7.5 6.9 4.9Fitbit 30.4 32.8 43.6 32.6 24.9 21.4 28.5 24.3 25.5 23.0

0%10%20%30%40%50%60%70%80%90%

100%Units in Millions

Chart 32 Wearable Device Vendors 3Q’16

IDC 12/16 3Q'16 Total: 23 Million Units

5.7% 4.4%

AppleGarminSamsungXiaomiFitbitOthers3Q’15 Total

22.3 Million Units

New Chart 1 Global Purchasing Managers Index · 2016. 12. 11. · Chart 3 U.S "Purchasing Managers"...

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