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/

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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


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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


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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


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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


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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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Chart 6

U.S. Aircraft & Parts Shipments

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Non-Defense Defense

www.census.gov/indicator/www/m3

US$ Billion

Chart 7

U.S. Aircraft & Parts Orders

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Non-Defense Defense

www.census.gov/indicator/www/m3

US$ Billion

Chart 8

U.S. Communication Equipment Orders & Shipments


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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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Chart 9

U.S. Computers & Related ProductsOrders & Shipments


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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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China

Taiwan

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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

PCB Leading Indicator

Zero Growth

Source: Custer Consulting Group

3/12 Rate of Change

Calendar Year

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

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

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

0

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4,000

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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1990 1991 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

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

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