Overview:

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.

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
DLP® 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