purchasing managers' indices august (flash) vs. …...4 broadcom 7,280 5 qualcomm 7,190 6 sk...

Chart 1

49.6

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46.0 48.0 50.0 52.0 54.0 56.0 58.0 60.0

Japan

France

Germany

Europe

USA

PMI

July August

Purchasing Managers' IndicesAugust (Flash) vs. July 2016

Markit Economics

Above 50 = GrowthBelow 50 = Contraction

Chart 2 U.S "Purchasing Managers" Indices

Diffusion Index, >50 = Growth

Markit Economics & ISM

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1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 20152016

PMI

Chart 3Eurozone "Purchasing Managers" Index


Markit Economics

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1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 20152016

PMI

Chart 4Japan "Purchasing Managers" Index


Nomura/JMMA

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Chart 5U.S. Electronic Equipment Book/Bill Ratio

3-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 20152016

Chart 6U.S. Electronic Equipment Orders & Shipments

Computer, 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 7U.S. Electronic Equipment Order & Shipment Growth

Computer, 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 20152016

ShipmentsOrdersZero Growth

3/12 Rate of Change

Chart 8

U.S. Electronic Equipment Inventories vs. Orders


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Ratio Inventories/Orders

Chart 9 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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$ Billions (monthly, seasonally adjusted)

Chart 10 U.S. Defense Capital GoodsBook/Bill Ratio


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1992199319941995199619971998199920002001200220032004200520062007200820092010201120122013201420152016

3-Month Avg.

Chart 11 U.S. Aircraft & Parts Shipments

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Non-Defense Defense

www.census.gov/indicator/www/m3

US$ Billion

Chart 12 U.S. Aircraft & Parts Orders

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Non-Defense Defense

www.census.gov/indicator/www/m3

US$ Billion

Chart 13DMASS - European Semiconductor

Distribution Industry

http://dmass.com/ 8/16

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Other France UK Italy Germany

Euro Millions

+2.2%

Chart 14 DMASSEuropean Semiconductor Distribution Industry

548 575

178 182143 141135 13772 68

178 161

567 596

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Euros (Millions)

GermanyItalyUKFranceIsraelNordicOther

Georg Steinberger: "What we are seeing from a regional perspective is a weakening market in the UK, more production transfer from Nordic to Eastern Europe and strong growth in some low-cost manufacturing countries in Eastern Europe. There is a lot of movement but, on the positive side, Germany returns a healthy, organic growth and so does Italy. The question is 'are we seeing now the end of a long positive streak for distribution or is it just a normal slowdown'? I would tend to believe that in spite of a slowdown, the opportunities for organic growth are still excellent in the mature economies.“ 8/16

DMASS 6/2016; http://dmass.com/

"Growth rate for semiconductor distribution slows down through a quiet Spring quarter. Germany and Eastern Europe stay ahead, UK and Nordic decline.”

Chart 15

Smartphone Unit Shipments to End UsersWorld

Gartner Dataquest 8/16 & prior reports

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Chart 16 World Smartphone Sales 2Q’16

Gartner 8/16

2Q’16 TOTAL: 344.4 Units

22.3%

12.9%

8.9%

5.4%

4.5%

46.0%

SamsungAppleHuaweiOppoXiaomiOthers

2Q’15330.3 M

Chart 17World Smartphone Sales 2Q’16

by Operating System

Gartner 8/16

2Q’16 TOTAL: 344.4 Units

86.2%

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AndroidiOSWindowsBlackberryOthers

Chart 18 N American Semiconductor Equipment Industry Book/Bill Ratio

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B/B (3-month Avg)

SOURCE Semiconductor Equipment and Materials Internationalhttp://www.semi.org

Production EquipmentNot Chips

Chart 19 N American Semiconductor Equipment Industry Shipments & Orders

SOURCE Semiconductor Equipment and Materials Internationalhttp://www.semi.org

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Shipments

Orders

$M (3-Month Average)

Rank Maker 1H’161 Intel 26,0712 Samsung Electronics 19,6663 TSMC 13,0034 Broadcom 7,2805 Qualcomm 7,1906 SK Hynix 6,4467 Texas Instruments 5,8518 Micron 5,8499 Toshiba 4,93210 NXP 4,58911 MediaTek 3,93012 Infineon 3,62013 ST 3,29914 Apple 2,91015 GlobalFoundries 2,81016 Renesas 2,78117 Nvidia 2,59218 Sony 2,26019 UMC 2,17720 AMD 1,859

Top 20 Total 129,115

1H’16 Semiconductor Sales Leaders including Foundries ($M)

IC Insights 8/16

Chart 21 Mobile DRAM Revenues 2Q'16

DRAMeXchange 8/16

61.5%

25.1%

11.4%

1.0% 0.8%

Samsung

SK Hynix

Micron Group

Nanya

Winbond

2Q'16 Total: US$3.929 Billion

$3.353 B1Q'16

Chart 22 Mobile DRAM Market Share by Region 2Q'16

DRAMeXchange 8/16

86.7%

11.4%

S Korea

America

Taiwan

1.9%

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

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www.bea.gov/national/

purchasing managers' indices august (flash) vs. …...4 broadcom 7,280 5 qualcomm 7,190 6 sk...

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