Computer, Consumer and Communications Industry Outlook (CCC)

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