Ulster Bank Northern Ireland Purchasing Managers Index (PMI) Slide Pack - January 2017
New Chart 1 Global Purchasing Managers Index · 2016. 12. 11. · Chart 3 U.S "Purchasing Managers"...
Transcript of 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
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PMI
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World
PMI
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
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PMI
ISMMarkit
Chart 4
Eurozone "Purchasing Managers" IndexDiffusion Index, >50 = Growth
Markit Economics
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1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 20162017
PMI
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Russia
Czech
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Spain
Italy
France
UK
Germany
Europe
PMI
September
October
European Purchasing Managers' Indices November vs October 2016
Markit Economics
Above 50 = GrowthBelow 50 = Contraction
Chart 5
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China
Taiwan
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Japan
Vietnam
Indonesia
Thailand
PMI
October November
Asian Purchasing Managers Indices November vs. October 2016
Markit Economics
Above 50 = GrowthBelow 50 = Contraction
Chart 6
Chart 7
S Korea "Purchasing Managers" Index>50 = Growth
Markit Economics
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PMI
Chart 8
China "Purchasing Managers" Index>50 = Growth
Markit Economics
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PMI
Chart 9
Japan "Purchasing Managers" Index>50 = Growth
Nomura/JMMA
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PMI
Chart 10
Taiwan "Purchasing Managers" Index>50 = Growth
Markit Economics
202530354045505560657075
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PMI
Chart 11Taiwan/China Electronic Equipment Producers
Composite of 101 ManufacturersConsolidated Revenue
Taiwan listed companies, often with significant manufacturing in China
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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
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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
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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/
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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 15
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 16
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 17
U.S. Vehicle Shipments
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Lt Trucks & Utility Vehicles Heavy Duty Trucks Automobiles
www.census.gov/indicator/www/m3
US$ Billion
Chart 18 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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$ Billions (monthly, seasonally adjusted)
Chart 19 U.S. Aircraft & Parts Shipments
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Non-Defense Defense
www.census.gov/indicator/www/m3
US$ Billion
Chart 20 U.S. Aircraft & Parts Orders
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Non-Defense Defense
www.census.gov/indicator/www/m3
US$ Billion
Chart 21 U.S. Military Electronics Orders & ShipmentsDefense Communication & Search & Navigation Equipment
www.census.gov/indicator/www/m3/
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Chart 22
U.S. Electromedical, Measurement & Control EquipmentOrders & Shipments
www.census.gov/indicator/www/m3/
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Shipments
$ Billions (monthly, seasonally adjusted)
Chart 23 U.S. Production: "Other" Electronic Components (excludes semiconductors)
Orders & Shipments
http://www.census.gov/indicator/www/m3/
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$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$)
SIA www.sia-online.org/
Chart 25
Chart 26 CCG Semiconductor Leading Indicator vs. Global Semiconductor Shipments
http://www.census.gov/indicator/www/m3/
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CCG Semiconductor Leading Indicator
SIA Semiconductor Shipments
0 Growth
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2-MonthLead
Chart 27 Total Semiconductor Shipments to an AreaMonthly Shipments - Reporting Firms
www.wsts.org,www.sia-online.org/
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$ Billions Asia Pacific
Chart 28 N American Semiconductor ShipmentsMonthly & 3-Month Average Shipments
SIA website: www.sia-online.org/
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Chart 29Semiconductor Capital Equipment Shipments by Area
www.semi.org, www.seaj.or.jp/ 12/16 & prior reports
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ROW
China
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$ Billions
+13.9%
Chart 30 Global Tablet Shipments4Q’16
Digitimes 12/16
TOTAL: 51.3 Million Units
21.2%
15%
6.2%6.1%5.9%
2.8%2.7%2.6%
1.6%1.2%
3.7%
31.1%
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
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100%Units in Millions
Chart 32 Wearable Device Vendors 3Q’16
IDC 12/16 3Q'16 Total: 23 Million Units
4.8%
5.7% 4.4%
16.6%
23.1%
45.4%
Units
AppleGarminSamsungXiaomiFitbitOthers3Q’15 Total
22.3 Million Units