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 Ratio 3-Month Average www.census.gov/indicator/www/m3/ 0.90 0.95 1.00 1.05 1.10 1.15 Jan Jul Jan Jul Jan Jul Jan Jul Jan Jul Jan Jul Jan Jul Jan Jul Jan Jul Jan Jul Jan Jul Jan Jul Jan Jul Jan Jul Jan Jul Jan Jul Jan Jul Jan Jul Jan Jul Jan Jul Jan Jul Jan Jul 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016

Transcript of Chart 1 U.S. Electronic Equipment Book/Bill RatioOct 02, 2016  · 26.4% 17.9% 12.7% EMC...

  • Chart 1

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

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

    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

  • Chart 2

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

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

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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

  • 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)

  • Chart 4

    U.S. Electronic Equipment Inventories vs. Orders

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

    1.00

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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

  • 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

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    Orders

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    $ Billions (monthly, seasonally adjusted)

  • 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

  • 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

  • Chart 8

    U.S. Communication Equipment Orders & Shipments

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

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  • Chart 9

    U.S. Computers & Related ProductsOrders & 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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    46.0 48.0 50.0 52.0 54.0 56.0

    China

    Taiwan

    S Korea

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    Indonesia

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    PMI

    August September

    Asian Purchasing Managers Indices August vs. September 2016

    Markit Economics

    Above 50 = GrowthBelow 50 = Contraction

    Chart 10

  • Chart 11

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

    Markit Economics

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    PMI

  • Chart 12 Rigid & Flexible PCB Book/Bill N. America

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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

    B/B (3-month avg)

    IPC

    3-month avg.

  • Chart 13 N. America Rigid & Flexible PCB Orders & Shipments

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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/

  • Chart 14

    N American Rigid & Flexible PCB Shipments & Orders

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    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

  • Chart 15

    N America CCG PCB Leading Indicator vs. N America Rigid & Flex PCB Shipments

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    PCB Shipments

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    Zero Growth

    Source: Custer Consulting Group

    3/12 Rate of Change

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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

    21,068

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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

  • 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

  • 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

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    TotalHyperconverged SystemsCertified Reference SystemsIntegrated PlatformsIntegrated Infrastructure

    US$ (Millions)

  • U.S. GDP Growth% Change vs. Prior Quarter (Chained 2009 $)

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    www.bea.gov/national/

    Chart 20

  • Chart 21

    U.S. Consumer Confidence

    Conference Board www.conference-board.org/

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