由谷底爬升-全球电子产业及我国PCB产业第一季回顾与第二季

PCB列-May,20091 TPCA/IEK行 -PCBIEK(2009)2009/Q1NBDTLCD TVCPUChipset2008/Q4NetbookSmartPhoneNetbookSmartPhone PCBNetbookCPUFC BGACSPNetbookLEDNBLCDNBPCB 2009/Q2LCD TVInetlCPUCULV  PCBNBLCD TVCPU 1.NB NB32.52008/Q12008/Q4‐15.5%DT242008/Q1‐37.1%2008/Q4‐19.5%1 NB2008/Q4DT2009/Q12008Q42009/Q1 PCB列-May,20092 TPCA/IEK行 2009/Q1 2009/Q1NBNB2008/Q415.5%NB NBNetbookIntelCULVCULVNBCULV 315743139835148329412816727890381003811842930297652396123348541115844145551435342370200004000060000800001000002008/Q12008/Q22008/Q32008/Q42009/Q1(e)2009/Q2(f)Mobile PCsDesktop PCsMiNi‐Notebook PCs Gartner(2009/02)IEK 1  NBDT  2. 2009/Q1247.92008/Q1‐22.6%2008/Q4‐16.9%Smart Phone[phone]/Q1‐5.5%2008/Q41.4%2 Nokia57305330  G11006Android i7500HTCQ2AndroidPalmPreAppleiPhone….  PCB列-May,20093 TPCA/IEK行 3747536536364483490635401404581881391834251829831752431408351530829484692469922478834571679763540500001000001500002000002500003000003500002008/Q12008/Q22008/Q32008/Q42009/Q1(e)2009/Q2(f)Digital Cellular,BasicDigital Cellular, EnhancedDigital Cellular, SmartphoneGartner(2009/02)IEK 2    3.LCD TV LCD TV2009/Q120.42008/Q1‐15%2008/Q4‐16.8% LCD TV3243500LCD TV3732LCD TVLCD TV  PCB列-May,20094 TPCA/IEK行 2396025999275292447020366212330500010000150002000025000300002008/Q12008/Q22008/Q32008/Q42009/Q1(e)2009/Q2(f)LCD TV量‐Gartner(2009/02)IEK 3  LCD TV  4. 2009Q1CPU59.9‐17 %2008/Q4IntelQ1 NBDT2008/Q3NBCPUDTCPU2009Q1DTCPUCPU45.7%NBCPUCPU49.3%NB2009/Q1CPUNBCPU2009 NBNBNBCPUNBCPU 2009IntelCULVCPUSU9600SU9400SU9300SU3500SU3300Celeron 723(Montevina CPU)CPU34NBNetbook   PCB列-May,20095 TPCA/IEK行 31.4 34.9 42.0 34.9 29.5 29.2 40.3 40.2 41.1 34.0 27.4 26.7 3.9 4.1 3.4 3.3 3.0 2.9 0204060801002008/Q12008/Q22008/Q32008/Q42009/Q1(e)2009/Q2(f)NBDTServer 2009/Q12009/Q2IEKGartner Gartner(2009/02)IEK 4  CPU   72.2 78.0 89.9 56.2 46.6 45.8 0204060801002008/Q12008/Q22008/Q32008/Q42009/Q1(e)2009/Q2(f) 2009/Q12009/Q2IEKGartner Gartner(2009/02)IEK 5  Chipset    PCB列-May,20096 TPCA/IEK行 PCB 52342479946020651536268453758386208491970797978111851019605195951842914014426066000200004000060000800001000002008/Q12008/Q22008/Q32008/Q42009/Q12009/Q2(e)  IEK(2009/04) 6  PCB  1. 26,845‐48.7%NetbookNetbookPCBSmart phoneSmart phoneHDIHDI 2008/Q42009/Q1LCD TV.. 2009/Q24500~5000/CCLCULVNBPCB 2. LED8111‐6%LED(14.1NBLEDCCFL44%)(LED11mm4mm)NBDTLCDPCB列-May,20097 TPCA/IEK行 LEDLED1 2009/Q2AppleHTCRIMPalmSmart PhoneSmart phonePCBSmart Phone 1  LCDLED LEDApple13”15”MacBook17”MacBookProNBiPodiPhoneLED2008LEDAcerAspireone10.18.9Aspire4935GTravelMate6293TravelMate6253Ferrari1100LED200914.1LEDDell2008/09NBLED2/3LatitudeENBPrecisionNB200980NBLED2010100LGLGDisplayRGBLED17.1”NBSamsung2009NBLEDASUSNLED2009LED2009LED1016LED2.7HPNBLEDAUOLED13.3LEDNB2008LEDNB20%2011LEDNB12010ChiMei2008LED20%IEK(2009/04) 3. PCB列-May,20098 TPCA/IEK行 4,260‐69.6% Notebook ATOMchipsetNetbookNB 2009/Q2CULVAppleHTCRIMPalmsmart phoneCULV22 2250%~10%2009/1/73G  4. Smart PhoneGoogleAndroidHTCtouch diamond..camera module NBNetbookR/F 2009/Q2NetbookSmart PhoneAppleHTCRIMPalmR/F  PCB PCB2009/Q112/1PCBPCBPCB Tiger Builder Consultant Ltd.2  2  PCB      41050PCB列-May,20099 TPCA/IEK行     2009  3/18PCB  20094/1IPO  TesserauPILR50%DRAMSiP  1.5653%  2009IBIDENPCB  zTiger Builder Consultant Ltd.100%100%8Tiger Builder‐ z KB 5KB  40%HDI2008120083.5  EL190TEL230T  PCBPCB  Sem.Jet2012EL3500 Printed Circuits Det Norske VeritasISO9001 2008PCBPrinted CircuitsPCB TTM TTM1/16Redmond IEK(2009/04) PCB列-May,200910 TPCA/IEK行 PCB 1.CULVNBHDI 2009/Q2 IntelCULVNBHDICULVIntelPCBHDICPUpackage size37 3722 22 HDIIntelMontevinaHDICULVHDI CULVPCBCPUChipsetHDIHDINB1/4~1/2HDICULVHDINB PCBNBNBHDICULV PCBCULVPenrynCPU NehalemNBHDICPUHDINBNBNehalemHDINB 3  CULV   TDP      SU 9300 ULV 10W 1.2GHz 45nm 2 262 200 Celeron M 723 ULV 10W 1.2GHz 65nm 1 160 70 SU 9400 ULV 10W 1.4GHz nm 2 289 262 SU 3300 ULV 5.5W 1.4GHz nm 2 262  SU 9600 ULV 10W 1.6GHz nm 2 289  SU 3500 ULV 5.5W 1.4GHz nm 2 262  IEK  2. 2009/02LCD TVPCBLCD TV