Chart 1 U.S. Electronic Equipment Book/Bill RatioOct 02, 2016 · 26.4% 17.9% 12.7% EMC...
Transcript of Chart 1 U.S. Electronic Equipment Book/Bill RatioOct 02, 2016 · 26.4% 17.9% 12.7% EMC...
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Chart 1
U.S. Electronic Equipment Book/Bill Ratio3-Month Average
www.census.gov/indicator/www/m3/
0.90
0.95
1.00
1.05
1.10
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1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016
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Chart 2
U.S. Electronic Equipment Order & Shipment GrowthComputer, Communications, Measurement & Control and Military
www.census.gov/indicator/www/m3/
0.70
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0.90
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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
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Chart 3
U.S. Electronic Equipment Orders & ShipmentsComputer, Communications, Measurement & Control and Military
www.census.gov/indicator/www/m3/
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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)
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Chart 4
U.S. Electronic Equipment Inventories vs. Orders
www.census.gov/indicator/www/m3/
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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
Ratio Inventories/Orders
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Chart 5
U.S. Defense Capital GoodsOrders & Shipments
www.census.gov/indicator/www/m3/
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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
Thou
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Orders
Shipments
$ Billions (monthly, seasonally adjusted)
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Chart 6
U.S. Aircraft & Parts Shipments
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2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016
Non-Defense Defense
www.census.gov/indicator/www/m3
US$ Billion
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Chart 7
U.S. Aircraft & Parts Orders
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2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016
Non-Defense Defense
www.census.gov/indicator/www/m3
US$ Billion
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Chart 8
U.S. Communication Equipment Orders & Shipments
www.census.gov/indicator/www/m3/
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1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016
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$ Billions (monthly, seasonally adjusted)
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Chart 9
U.S. Computers & Related ProductsOrders & Shipments
www.census.gov/indicator/www/m3/
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China
Taiwan
S Korea
Japan
Vietnam
Indonesia
Thailand
PMI
August September
Asian Purchasing Managers Indices August vs. September 2016
Markit Economics
Above 50 = GrowthBelow 50 = Contraction
Chart 10
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Chart 11
China "Purchasing Managers" IndexDiffusion Index, >50 = Growth
Markit Economics
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2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016
PMI
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Chart 12 Rigid & Flexible PCB Book/Bill N. America
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B/B (3-month avg)
IPC
3-month avg.
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Chart 13 N. America Rigid & Flexible PCB Orders & Shipments
0.2
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95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16
PCB Shipments
PCB Orders
Zero Growth
3/12 Rate of Change
Calendar YearData: IPC T/MRC & http://www.census.gov/indicator/www/m3/
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Chart 14
N American Rigid & Flexible PCB Shipments & Orders
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2008 2009 2010 2011 2012 2013 2014 2015 2016
Shipments
Orders
2015/2014 Rigid & Flex PCB Shipment Growth: +0.5%
Note 2016 has a different customer mix than 2015
Note: IPC survey captures "market" not domestic production. About 15% of the above represents imported boards resold by N American PCB producers in survey.
$M (statistical sample of about 50% of producers)
IPC
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Chart 15
N America CCG PCB Leading Indicator vs. N America Rigid & Flex PCB Shipments
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PCB Shipments
PCB Leading Indicator
Zero Growth
Source: Custer Consulting Group
3/12 Rate of Change
Calendar Year
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Chart 16 Connected Car Production by Connectivity Mode, Worldwide
Gartner 9/16
2015 2016 2017 2018 2019 2020Total 6,855 12,433 21,068 33,768 48,923 60,943Tethered 4,681 7,519 9,971 12,374 14,995 17,994Embedded 2,174 4,914 11,097 21,394 33,928 42,949
6,85512,433
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33,768
48,923
60,943
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Chart 17
Top 3 Vendors, Worldwide Integrated Systems & Certified Reference Systems 2Q’16
IDC 10/16 2Q’16: $1,627 Million
43.0%
26.4%
17.9%
12.7%
EMCCisco/NetAppHPEOthers
2Q’15: $1,553M
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Chart 18
Top 3 Vendors, Worldwide Integrated Platforms 2Q’16
IDC 10/16 2Q’16: $864 Million
55.8%
9.8%
5.1%
29.3%OracleHPEIBMOthers
2Q’15: $896M
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Chart 19
Worldwide Converged Systems Market by Product CategoryQ2’15 – Q2’16 Vendor Revenue
IDC 10/16
Q2 Q3 Q4 Q1 Q22015 2016
Total 2651 2555 3119 2525 2972Hyperconverged Systems 202 280 351 373 481Certified Reference Systems 709 620 655 585 666Integrated Platforms 896 744 901 733 864Integrated Infrastructure 844 911 1212 834 962
2,651 2,555
3,119
2,525
2,972
0
2,000
4,000
TotalHyperconverged SystemsCertified Reference SystemsIntegrated PlatformsIntegrated Infrastructure
US$ (Millions)
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U.S. GDP Growth% Change vs. Prior Quarter (Chained 2009 $)
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www.bea.gov/national/
Chart 20
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Chart 21
U.S. Consumer Confidence
Conference Board www.conference-board.org/
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