Japanese Yen vs. U.S. Dollar

Transcription

1 Chart 1 Japanese Yen vs. U.S. Dollar Weak Yen Strong Yen

2 Chart 2 Japan "Purchasing Managers" Index Diffusion Index, >50 = Growth Dec Aug Dec Aug Dec Aug PMI Nomura/JMMA

3 Chart 3 Japan Electronic Equipment Production by Month 2000 to Present Yen Billion Elec Application Equip Electronic Measuring Instrumentation Communications Equipment Computers & Related Equipment Electronic Business Machines Consumer Electronic Equipment JEITA

4 Chart 4 Japan Electronic Equipment Production Yen Billion by Month 2000 to Present Elec Application Equip Electronic Measuring Instrumentation Communications Equipment Computers & Related Equipment Electronic Business Machines Consumer Electronic Equipment JEITA

5 Chart 5 Semiconductor Shipments to Japan vs. Japanese Electronic Equipment Production /12 Rate of Change (Yen converted at fluctuating exchange) Semiconductors Equipment Total $ Semiconductor Shipments from All Countries to Japan JEITA

6 Chart 6 Japan Integrated Circuit & Discrete Semiconductor Domestic Production 450, , ,000 Yen (million) IC Discrete 300, , , , ,000 50, Calendar Year

7 Chart 7 140,000 Japan Passive Component Domestic Production Yen (million) 120, ,000 80,000 60,000 40,000 20, Calendar Year

8 Chart Japanese Electronic Component & Device Production 3/12 Rate of Change 1.4 Devices Components Zero Growth JEITA Calendar Year

9 Chart 9 Japan PCB Production 100 Yen (Billions) / % JEITA Calendar Year

10 Chart 10 Japan PCB Production 1.8 3/12 Rate of Change JEITA Calendar Year

11 Chart 11 Japan PMI PCB Leading Indicator vs. Japan PCB Shipments 1.8 3/12 Rate of Change PCB Shipments PCB Leading Indicator Zero Growth Source: Custer Consulting Group Calendar Year

12 Chart Year History of 2H/1H IC ket Growth Year 2H/1H % Change % % % % % % % % % % % % % % % % % % % % % % % % % % 2016F 12.3% WSTS, IC Insights 10/ F Average 8.9%

13 Chart 13 N American Semiconductor Equipment Industry Book/Bill Ratio 1.6 B/B (3-month Avg) 1.4 Production Equipment Not Chips SOURCE Semiconductor Equipment and Materials International

14 Chart 14 N American Semiconductor Equipment Industry Shipments & Orders 3,500 3,000 2,500 $M (3-Month Average) Shipments Orders 2,000 1,500 1, SOURCE Semiconductor Equipment and Materials International

15 Chart 15 China Networking ket Share Q % 5.9% 18.6% Huawei Others ZTE 48.1% Nokia Ruijie Cisco H3C 3.7% 2.9% 9.9% IDV 10/16 Q2 16 Total $2,689 M

16 Chart 16 China Networking ket Size 3,000 2,800 2,600 2,400 2,200 2,000 1,800 1,600 1,400 1,200 1, $M 1,961 2,493 2,117 2,486 2,689 H1 H2 H1 H2 H Total 1,961 2,493 2,117 2,486 2,689 WLAN Router 700 1, ,187 Switch 1,083 1,238 1,039 1,345 1,245 IDC 10/16

17 Chart 17 IT Spending, World Communications Services 1,410 1,384 IT Services Software Data Center Services Devices ,200 1,600 $ Billion Gartner 10/2016

18 Chart 18 U.S. Industrial Production Index (2012=100) IP

19 Chart 19 Industrial Production World % Change vs. One Year Earlier Britain Czech Republic France Germany Italy Netherlands Russia Spain Euro Area Aug Aug Aug Aug Aug Aug Aug Aug Aug + Eurostat Canada USA China India Malaysia Vietnam Singapore S Korea Taiwan Thailand Japan Aug +4.9 Aug Aug Aug Aug Aug Aug