Abstract
Bishop & Associates has just released a five chapter, 145 page report on high
volume Computer, Consumer and Communications Markets, and their connector
market segments. Included in this study is an analysis of personal computers,
PC servers, peripheral equipment, consumer electronics, and mobile
communications equipment market segments with associated equipment and
connector forecasts in units.
The market continues to react at a rapid pace to economic developments, which
for the most part, are global in scope and beyond the control of this
industry. It is expected that 2009 will see as much as a 25 percent drop in
sales, followed by recovery. The market may have bottomed out in 1Q09, but the
depth of this recession, coupled with its fiscal issues, may cause a slower
than usual recovery.
Background
Bishop and Associates has reported connector markets in standard market
segmentation: Computer, Office Equipment, Telecommunications, Consumer,
Automotive, etc. This provides consistency to the data stream and provides
historical input when developing new forecasts. Two major changes in recent
years, the break out of China from Asia Pacific due to their rapid ascension
as a world leaders in electronics manufacturing, and a recognition of market
convergence by segment and globalization.
In this CCC study, we recognize the increasing linkage between elements of 3
major connector market segments and how the dynamics of equipment markets
affect connector sales:
- Computer (high volume PC, PC Server and Peripheral Equipment)
- Communications (mostly high volume Handsets and Networking Equipment)
- Consumer (all types except Automotive - for which a case could also be made)
What binds these market segments together are a series of evolving market
pressures, industry standards, technologies and company strategies that have
emerged and converged over the past decade.
Table of Contents
Introduction
- 2009 Recession
- Impact on CCC
- Digitally Converging Market Segments
- Moore' s Law and Advances in Silicon IC Technology
- Increasing Similarities in Equipment Design
- Major Cross-Platform Roles of Component, OEM and ODM Industry Players.
- Where Are We Headed?
Chapter 1 - Manufacturing Infrastructure
- Situation Analysis:
- Examples:
- Impact:
- Costs Include:
- National Research Council Findings:
- Examples:
- OEM Manufacturers Globalization and Reduction in North American
Manufacturing Infrastructure
- Selected NA OEM Companies 2006
- Contract Manufacturers
- Why Outsource?
- Why Not Outsource?
- Top 20 EMS Providers & Estimated North American Content
- ODM Movement
- Printed Circuit Board Industry
- Top 50 PCB Manufacturers & Location
- Semiconductor Industry
- One Major Change is Dependence on CCC Business, grown to 70-80% of
Semiconductor Demand.
- Top 25 Semiconductor Companies
- Top 100 EMS/ODM with Primary Mfg Location
- Top 100 CM - World & US Summary
- Top 100 Summaries:
- Connector Industry
- Reasons for connector success:
- Connector Industry Supply Chain:
- Global Supply Chain Issues:
- Anecdotal Notes:
- Top 10 Connector Manufacturers by Region - 2000-2006
- Impact on the Connector Industry
- Future?
- Engineering vs. Manufacturing Locations
Chapter 2 - Computer Market
- Scope of Computer/Peripheral - C&P
- C&P Market Segments:
- Computer Industry Position Statement
- Forecast Issues
- Numbers and Trends:
- Computer Hardware Forecast
- Computer Hardware Forecast 2007-2014
- Major Events & Trends
- Server Motherboard:
- Desktop Motherboards
- Notebooks
- PDAs
- Pocket PC Types:
- IPhone
- Significant Trends:
- Other Major Events to Watch For:
- Operating Systems - Estimated Global Market Share Percent
- Connector Trends
- Key Factors Driving Computer-Peripheral Connector Demand:
- Key Connector Types & Trends: (Encroaching or Driving Technology
- Major Connector Challenges in Computer Market - Next 5 Years
- Challenges for Computer Customers - Next 5 Years
- Key Companies in Electronics Hardware Business
- Top 25 Electronics Manufacturers
- Second Tier 26-50 Electronics Manufacturers
- Top 30 Contract/ODM Manufacturers
- Intel Corp.
- Intel Revenue Performances Mid 90s - 2008
- Intel Regional Revenues Mid 90s - 2010
- Intel Manufacturing & Process Technology
- Latest Input
- Additional List CEM, ODMs, Motherboards etc.
- Strategies For Connector Companies
- Connectors vs. Semiconductors
- Semiconductor and Connector Forecast - 2007 to 2011
Chapter 3 - CCC Devices & Peripherals
- Overview
- Major CCC Players
- CCC Equipment Makers
- CCC Equip. Makers by Category & HQ Location
- LCD Displays, Monitors, TVs
- OLED Developments
- Developmental Activities:
- Market Growth:
- Display Search Forecast for OLED
- Display Bank Unit Forecast AMOLED:
- OLED-TV Display/Monitor Technology News
- OLED Display Forecast
- Ultra Thin Displays
- Design:
- Connector Potential:
- Wireless HDTV
- Design:
- Connector Potential:
- CNET on OLED Cell Phones
- Panel producers by region include:
- Top 5 panel producers: ranging from 20% market share down:
- Top 5 LCD-TV makers: ranging from 17% down
- 3DTV
- DLPR 3D Requirements
- World LCD Markets
- Molex Plug & Receptacle
- Plasma Displays
- Plasma Panels
- Printers
- The hardcopy printer market has been affected by several converging
factors Worldwide
- Printer Markets
- Storage Devices
- HDDs - Types and Capacities
- SSDs are Coming
- SDD OEMs:
- Worldwide Hard Disk Market 2003-2013
- Estimated Worldwide SSD Markets 2003-2013
- Worldwide Memory Card Market
- Docking Devices/Port Replicators
- Suppliers include:
- Total Available Market - Docking Stations + Port Replicators
- Potential for Growth or Decline:
- Growth:
- Decline:
- Imaging Devices
- DSC interconnects:
- Digital Imaging Market
- Major OBMs include:
- Major ODMs (mostly HQ in Taiwan):
- Areas of Growth:
- Areas of Weakness:
- Networking Devices
- Modems/Routers
- Home Internet
- Monitoring Device
- Cisco System Performance 2004-2008FY
- Computer Based Network Forecast 2007-2014
- Comparison of Mobile Internet Access Methods
- Mobile Phone/Smart & PDA
- Smart Phone Market Shares
- Market Dynamics
- Media Player Markets
- Connectors:
- GPS Devices
- GPS Receiver Market
- World Music/Media Player Market by Segment 2002-2014
- Appliance Market
- Home Appliances
- Major Appliance Manufacturers:
- Small Appliance & Tools Manufacturers:
- North America - Regional World
- Appliance Market Estimates 2003-2014 + Connector Content
- 2009-14 World Appliance Market will be influenced by the following factors:
- Game Consoles
- Major Players
- Game Console Market
Chapter 4 - Market Forecasts
- Market Overview
- Semiconductor Industry: “Unprecedented Lack of Visibility”
- Industry Growth - SIA Forecast
- Semiconductors vs. Connectors
- Year-to-Year and Cumulative Billing Percent Change January 2007 - March
2009
- Implications For Connector Industry
- Percent Same Quarter, Previous Year
- Comment:
- Further Consolidation in OEM Customer Base?
- Oracle Acquires Sun Microsystems
- Implications for Connector Industry
- Global Connector Industry Forecasts
- World Connector Market By Region 2006-2012
- North American CCC Markets for Connectors
- North American Computers & Peripherals Connector Market 2006-2012
- North American Telecom/Datacom Connector Market 2006-2012
- North American Consumer Electronics Connector Market 2006-2012
- European CCC Markets for Connectors
- European Computer & Peripherals Connector Market 2006-2012
- European Telecom/Datacom Connector Market 2006-2012
- European Consumer Electronics Connector Market 2006-2012
- Japanese CCC Markets for Connectors
- Japanese Computer & Peripherals Connector Market 2006-2012
- Japanese Telecom/Datacom Connector Market 2006-2012
- Japanese Consumer Electronics Connector Market 2006-2012
- China CCC Markets for Connectors
- China Computer & Peripherals Connector Market 2006-2012
- China Telecom/Datacom Connector Market 2006-2012
- China Consumer Electronics Connector Market 2006-2012
- Asia Pacific CCC Markets for Connectors
- Asia Pacific Computer & Peripherals Connector Market 2006-2012
- Asia Pacific Telecom/Datacom Connector Market 2006-2012
- Asia Pacific Consumer Electronics Connector Market 2006-2012
- ROW CCC Markets for Connectors
- ROW Computer & Peripherals Connector Market 2006-2012
- ROW Telecom/Datacom Connector Market 2006-2012
- ROW Consumer Electronics Connector Market 2006-2012
- CCC World Total 2006-2012
Chapter 5 - Selected CCC Application Forecasts
- Computers
- Major Issues affecting this Forecast:
- Technical & Market Forces
- World Computer Hardware & Connector Forecast Totals 2007-2014
- World Forecast Totals with Steep Recession 2009
- World Computer + Connector Forecasts 2007-2014
- Regionalization of Computer Manufacturing
- Intel Regional Revenues Mid 90s - Intel as Computer Industry Compass
- World LCD Market
- World LCD & Connector Markets
- World LCD Forecast Totals with Steeper Recession 2009-2010
- Hard Disk, Solid State Disk Markets
- Optimistic Hard Disk Drive & Connector Content Market 2003-2014
- Pessimistic HDD & Connector Content Market 2003-2014
- SSD & Connector Market 2003-2014
- World Memory Card/SIM Card & Connector Markets 2003-2014
- Docking Stations - Port Replicator Applications for Notebooks
- Docking Stations:
- Port Replicators:
- World Docking Station/Port Replicator & Connector Markets 2003-2014
- Digital Cameras and Camcorders
- World Digital Imaging & Connector Markets 2007-2014
- Mobile Phones
- Other Factors:
- World Mobile + Smart Phone & Connector Markets 2006-2014
- Television
- World Television & Connector Markets 2006-2014
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