Forward

Economic History
Fast Forward to 2001
Present
Future

Chapter 1 - Situation Analysis

Purpose
Intel To Build $2.5B Chip Plant In China
Dalian, China Plant To Focus On PC Chipsets, Driving Prices Down
Time Frame & Scope
Mindset
History
Paradigm Shift – Post 2000
The China Syndrome
China Manufacturing + Increasing Design Footprint
How Fast Was The China Buildup?
World Connector Market – 1995/2007
How much of the World's Connector Manufacturing is in China Now?
2007 World Connector Market by Region
When Will The Majority Of The China Buildup Be Over?
How Much Of The World's Connector Manufacturing Will Be In China
World Connector Market - 2000 / 2005 / 2010
Connector Product Design – Percent by Region
Region Product Design Compared to Region Market Share
Connector Manufacturing Footprint in China
Tyco - Electronics Rank # 1 - 300,000 sq. meters
Molex - Rank # 2 - 133,000 sq. meters
FCI - Rank # 3          - 40,000 sq. meters
J.S.T. - Rank # 6 - 50,000 sq. meters
JAE - Rank # 7 - 19,000 sq. meters
ITT - Rank # 12 - 99,400 sq. meters
Hirose      Rank # 9 - 7,300 sq. meters
HARTING - Rank # - 15 - 4,600 sq. meters
Samtec - Rank # 20 - 9,300 sq. meters
Rosenberger - Rank # 22 - 20,000 sq. meters
Methode - Rank # 36 - 11,000 sq. meters
ODU - Rank # 53 - 1,000 sq. meters
The Global Migration of System Design
Chapter Summary

Chapter 2 - Manufacturing Infrastructure 

Situation Analysis
National Research Council Findings
Information Technology as an Enabler of Globalization:
OEM Manufacturers Globalization and Reduction in North American Manufacturing
Infrastructure
Selected North American OEM Companies 2006
Contract Manufacturers – i.e. Outsourcing
Why Outsource?
Why Not Outsource
Top 20 EMS Providers and Estimated North American Content
Printed Circuit Board Industry
Top 50 PCB Manufacturers and Location
Semiconductor Industry
Top 25 Semiconductor Companies
More on Contract Manufacture
Top 100 CM/ODM with Estimated Primary Manufacturing Location
Connector Industry
Connector Industry Supply Chain
Global Supply Chain Issues
Impact On The Connector Industry?
Engineering vs. Manufacturing Locations

Chapter 3 - Taiwan Example

Asian Tiger In A Global Marketplace
Background
ITRI: Industrial Technology Research Institute – Taiwan
ITRI Overview:
ITRI Input on Electronics Manufacturing Trends
Taiwan Companies
Major Product Industries
Taiwan Shipment Performance by IT Product Category
Taiwan Production Locations and Shipping Destinations
Interpreting Taiwan Data
Future
Taiwan Global IT Market Share 2005-2008
Summary Interpretation of Taiwan Data

Chapter 4 - US National Manufacturing Data

Introduction & Summary         
World's Fastest Chip Supports High Technology IBM Server Manufacturing
Total US Manufacturing: Value of Shipments:       
Goods and Services
Goods
Services
Goods and Services Moving Average
Selected Not Seasonally Adjusted Goods Details
Revisions
Census Data Table of Contents
Seasonally Adjusted
Exhibit 1
Not Seasonally Adjusted
Exhibit 12
US Manufacturing: Non-Defense – Value of Shipments 1992-2006:
US Manufacturing: Durable Goods - Value of Shipments 1992-2006
US Manufacturing: Defense Aircraft & Parts – Value of Shipments 1992-2006:
US Manufacturing: Defense Communications Systems – Value of Shipments 1992-2006
US Manufacturing: Non-Def. Aircraft and Parts – Value of Shipments 1992-2006:
US Manufacturing: Total Comm. Equip. – Value of Shipments 1992-2006
US Manufacturing: Information Technology Products – Value of Shipments 1992-2006
US Manufacturing: Computers & Related Products – Value of Shipments 1992-2006
US Manufacturing: Electronic Computers – Value of Shipments 1992-2006
US Manufacturing: Computer Peripherals – Value of Shipments 1992-2006
US Manufacturing: Storage Equip – Value of Shipments 1992-2006
US Manufacturing: Other Electronic Components – Value of Shipments 1992-2006
US Manufacturing: Electro-Medical & Control Instr. Equip. – Value of Shipments 1992-2006
US Manufacturing: Electrical Equip – Value of Shipments 1992-2006
US Manufacturing: Machinery – Value of Shipments 1992-2006
US Manufacturing: Lighting – Value of Shipments 1992-2006
US Manufacturing: Batteries – Value of Shipments 1992-2006
Why Are There No Volume Lithium-Ion Battery Manufacturers in the US?
US Manufacturing: Power Trans. Equip. – Value of Shipments 1992-2006
US Manufacturing: Consumer Durable Goods – Value of Shipments 1992-2006
US Manufacturing: Home Appliances – Value of Shipments 1992-2006
US Manufacturing: Audio-Video Equip. 1992-2006
US Manufacturing: Motor Vehicles & Parts – Value of Shipments 1992-2006
US Manufacturing: Automotive – Value of Shipments 1992-2006
US Manufacturing: Light Trucks & SUV’s – Value of Shipments 1992-2006
Shipments of Semiconductors Elect. Components, and Semi. Manufacturing Equip. 2006-2006
Connector Imports & Exports By Country 2001 ($x1000)
Electronic Connector Imports & Exports By Country 2006 ($x1000)
 
Chapter 5 - North American Connector Industry Trends And Roadmap

2007
World Connector Industry - Percent Change in Sales
World Connector Industry Forecast
North American Growth vs. Industry Growth
Connector Industry Forecast by Market Sector
2008 OUTLOOK
2008 Connector Industry Forecast By Geographic Region
Will World Economies Remain Strong and Avoid Recession?
Connectors vs. Semiconductors
Semiconductor and Connector Forecast – 2007 to 2011
In Relation to North American Market
Of the top 25 Semiconductor Companies - Ten are Head Quartered in North America
Of The Top 10 Connector Companies - Four Are Head Quartered In North America
2008 Comparisons
Five-Year Outlook - 2006-2011
Connector Industry Forecast – 2007 to 2011
Key Market Outlook: Automotive, Computer-Peripheral, Telecom/Datacom
Automotive Sector
World Automotive Connector Market by Region
World Automotive Connector Market by Application
Automotive Connector Forecast – Percent Change
2007 World Automotive Connector Forecast - Market Share by Region
Telecom/Datacom Sector
2007 World Telecom/Datacom Connector Forecast - Market Share by Region
Computers & Peripherals
Product Segments
Major CCC OEM Players
Server Market Share
Future Outlook – Business
Future Outlook – Technology and Connectors
2007 World Computer And Peripheral Connector Forecast - Market Share by Region
Consumer Market
Consumer Market Segments
Focus on iPhone
iPhone Connector Content
Consumer Electronics Outlook
World Consumer Electronics Connector Shipments 2006-2011E
2007 World Consumer Connector Forecast - Market Share by Region
Business/Office Equipment Sector
Office Equipment Market Segments Include:
Office Equipment Suppliers
Industry Trends
Issues:
Opportunities:
Connector Implications:
2007 World Business/Office Equipment Connector Forecast - Market Share by Region
Industrial Equipment Sector
World View
North America
Europe
Japan
China
Asia-Pacific
ROW
2007 World Industrial Connector Forecast - Market Share by Region
Military/Aerospace Sector
North America
Europe
Japan
China
Asia Pacific
ROW
2007 World Military/Aerospace Connector Forecast - Market Share by Region
2007 AND 2011 Connector Forecast
World Connector Market Forecast by Region
World Connector Market Forecast by Equipment Sector
Total World Connector Forecast
World Forecast by Region
World Forecast by Region
World Connector Percent Trends
North American Percent Trends
North America - Top Six Connector Markets
North American End-Use Equipment Forecast - Summary
Trends in Top Six North American Markets
Mil/Aero/Government:
Computers & Peripherals:
Other Equipment:
2006-2007 Percent Change
2006-2011 CAGR
2006-2011 Market Share by Equipment Category
North American End-Use Equipment Forecast - Detail
North American-Based Connector Companies
Comparison: North American Connector Market vs. China

Chapter 6 - Connector Roadmap & Conclusions

Technology Roadmap
Connector Market Capsule
Classification by Levels of Packaging:
Continuing Impact of Environmental Regulations
Ongoing Issues:
Technology Roadmap by Connector Type
Manufacturing Trends
Modular Assembly
State-Of-The-Art Metal Forming
Tight Tolerance Stack-Ups
Marking and Packaging
Automation & Re-Automation In Developing Countries
Connector Roadmap Dialog
Key Drivers for Connectors & Cable:
Generic PCB Connector Roadmap
Generic IC Socket Roadmap
Generic Backplane Connector Roadmap
Generic Fiber Optic Connector Roadmap
Where Will Fiber Optics be used?
Conclusions
Electronics Industry
Connector Industry
Design & Manufacturing Issues
Recommendations
Government Suggestions
Commissions
R&D
Congress
Electronics IndustryConnector Industry