Ready for Growth! What is the Health of Your           Customers’ Markets?      Keith Robinson, Research Manager      Elec...
Today’s Presenter            Keith Robinson, Research            Manager            Frost & Sullivan                      ...
Focus Points•   Population Trends•   Analysis on the Energy Market•   Overview of the Connected Home•   Analysis on the Co...
Global Population                    4
Rise of the Middle Class                           5
The Current Impact of Political Conflicts on Energy      Renewable Energy Market: Renewable Net Electricity Generation For...
Evolution of Renewable Technologies     Renewable Energy Market: Evolution of Renewable Installed Capacity (World), 2009 a...
Connected HomeSafety                              Connected Home: Interconnection Trends (World), 2020Gas and smokedetecti...
Connected TV Market                                                                     Connected TV Market: Unit Shipment...
Evolution of Mobile Software                     Positioning of Smartphone Software Providers (World), 2011 Television Mar...
Smartphone Market                        Smartphone Market: Unit Shipments Forecast (World), 2008-2014                    ...
Top Global Trends in the Automotive Industry in 2020                                                       12
Over 43 OEMs Expected To Compete in the Global EVMarket With Over 75 models By 2015                                       ...
Electric Vehicles and Hybrid Electric Vehicles•Frost & Sullivans extensive research has estimated the traction motormarket...
Automotive Electronics Grow Faster than the Rest of    the Market     Automotive Electronics: Increased Usage of Electroni...
Impact of Top Vertical Markets—Demand Analysis             SMT Placement Equipment Market: Impact of Top Vertical Markets ...
Regional Opportunities                  SMT Manufacturing Equipment Market: Regional Electronics Migration Opportunities (...
Regional Vertical Market Analysis                                   Regional Vertical Market Opportunities (World), 2011  ...
Next Steps Request a proposal for or Growth Partnership Services or Growth Consulting Services to support you and your tea...
Your Feedback is Important to Us             What would you like to see from Frost & Sullivan?Growth Forecasts?Competitive...
Follow Frost & Sullivan on Facebook, LinkedIn,SlideShare, and Twitter            http://www.facebook.com/FrostandSullivan ...
For Additional InformationSarah Saatzer                         Kiran UnniCorporate Communications              Industry D...
Upcoming SlideShare
Loading in …5
×

Ready for Growth! What Is the Health of Your Customers' Markets?

1,529 views

Published on

An analyst briefing by research director Keith Robinson.

Published in: Business, Technology
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
1,529
On SlideShare
0
From Embeds
0
Number of Embeds
10
Actions
Shares
0
Downloads
18
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Ready for Growth! What Is the Health of Your Customers' Markets?

  1. 1. Ready for Growth! What is the Health of Your Customers’ Markets? Keith Robinson, Research Manager Electronic Manufacturing Equipment June 29, 2011
  2. 2. Today’s Presenter Keith Robinson, Research Manager Frost & Sullivan 2
  3. 3. Focus Points• Population Trends• Analysis on the Energy Market• Overview of the Connected Home• Analysis on the Connected TV Market• Analysis on the Smartphone Market• Key Automotive Trends and Analysis• Other Vertical Markets of Interest• Regional Opportunities 3
  4. 4. Global Population 4
  5. 5. Rise of the Middle Class 5
  6. 6. The Current Impact of Political Conflicts on Energy Renewable Energy Market: Renewable Net Electricity Generation Forecast (World), 2006-2030• The majority of remaining oil reserves are situated in locations such as Iran, Iraq, Saudi Arabia, Russia, and Central Asia. This is causing a change in the political/power landscape of the world.• When a country nationalizes oil, it typically leads to: o Increased control over the price of oil o Oil companies losing control over oil supplies o Dwindling oil-related investment opportunities o Oil revenues may lead to large scale armament programs (arms race) o Creation of a dual structure – countries control the manufacturing and marketing activities, oil companies control the downstream activities There has been a deliberate shift towards renewable energy . generation. Approximately 60 countries currently use investment subsidies to facilitate renewable energy production. These are unique to the operating subsidies. Investment subsidies provide financial assistance through grants, low- interest loans, education, or tax incentives to encourage investment in a industry. Note : All figures are rounded; the base year is 2010. Source : Frost & Sullivan, EPIA and KPMG. 6
  7. 7. Evolution of Renewable Technologies Renewable Energy Market: Evolution of Renewable Installed Capacity (World), 2009 and 2015 Note: All figures are rounded; Source: Frost & Sullivan analysis. 7
  8. 8. Connected HomeSafety Connected Home: Interconnection Trends (World), 2020Gas and smokedetection, fire detection, Entertainmentleak detection, Audio and volumenotification systems controls, multi-media room controls, home theater/entertainmentSecurity system controls, IPTV,Intrusion detection, digital video recordersremote audio/video and set top boxes,surveillance, access gaming controlscontrol, camera systems Home Controls and AutomationHealth HVAC and temperatureHealth/medical alert controls, day lightingsystems, systems, draperyhealth/medical/fitness, controls, multi-roomrecords vaults, patient controls/intercoms, Energy Managementmonitoring touch-screens, irrigation Lighting control and automation, controls, pool and spa Monitoring zone and climate controls, plug-in controls, appliance systems, fan speed controls, load controls Alarm monitoring, remote shedding systems, smart metering home monitoring and grid-connected controls Source: Frost & Sullivan analysis. 8
  9. 9. Connected TV Market Connected TV Market: Unit Shipments Forecast (World), 2009-2013• The increasing demand for interconnection will drive demand for connected TV. The connected TV is a natural progression of the technology evolving from 3-D TV and OLED TV technology.• The connected TV will be part of the connected home of the future. While it sounds futuristic at this point, hardware and software innovations are moving towards this goal.• The connected home portfolio will include subscription video, residential security, patient monitoring, home automation, appliances, internet services, and telephone services, among others.• The shift to connected TV will be fueled by the need for a device within the home that can be used as a viewing interface to control and monitor all of the connected devices within the home.• Ericsson estimates that by 2020, there will be approximately 50 billion connected devices. Source: Display Search; Frost & Sullivan analysis. 9
  10. 10. Evolution of Mobile Software Positioning of Smartphone Software Providers (World), 2011 Television Market Smartphone Market Apple RIM Google NokiaParticipation in Smartphone asthe evolving a coremarkets business strategy Tablet Market Connected Devices Market 10
  11. 11. Smartphone Market Smartphone Market: Unit Shipments Forecast (World), 2008-2014 • The smartphone market is expected to record shipments of 246.9 million in Revenues Growth Rate 2010. It is anticipated to grow at an 600 50 aggressive pace to reach shipments of 500 506.0 million in 2014. Growth Rates (%)Revenues ($ Million) 40 400 • The demand for smartphones is 300 30 expected to surge during the forecast 200 period. This, in turn, will boost demand 20 for LCD and OLED manufacturing 100 equipment. 0 10 2008 2009 2010 2011 2012 2013 2014 • Smartphone companies are continually Years focusing on increasing features and a wide range of technologies. • Smartphones will continue on the path of convergence during the forecast period. Note: All figures are rounded; the base year is 2010. Source: Frost & Sullivan analysis; ( M59D-65). 11
  12. 12. Top Global Trends in the Automotive Industry in 2020 12
  13. 13. Over 43 OEMs Expected To Compete in the Global EVMarket With Over 75 models By 2015 13
  14. 14. Electric Vehicles and Hybrid Electric Vehicles•Frost & Sullivans extensive research has estimated the traction motormarket for Hybrid Electric Vehicles (HEV), Electric Vehicles (EV) andElectric Two Wheelers (E2W) will reach approximately 44 million unitsglobally by 2017.•European and North American markets are the key drivers for HEVand EV with a staggering estimated CAGR (2011-2017) of 50 percent& 63 percent respectively in the European market.•China is the biggest market for electric two wheelers with anestimated market size of 19 million in 2009 growing at a CAGR of 9%to 2017. Electric Vehicles Hybrid Electric Vehicles 14
  15. 15. Automotive Electronics Grow Faster than the Rest of the Market Automotive Electronics: Increased Usage of Electronics in Automotive (World), 2010 Automotive supplier market Electrics / electronics components & systems 720 +3.4% CAGR 587 513 417 356 +6.4% 304 230 +5.6% 168 124 Increased electronic 93 55 75 contenet in vehicles isEUR billions actually outpacing the 1990 1995 2000 2005 2010 2015 growth rate of vehicles. This trend isexpected to continue as more Electronics electronic content is Share (%) 18 21 22 25 28 33 added to vehicles.Suppliers 65 75Share (%)VehiclesProduced 45 +2.3% 79(million units per annum) Source: Strategy Analytics, Research Insight, McKinsey, SV 15
  16. 16. Impact of Top Vertical Markets—Demand Analysis SMT Placement Equipment Market: Impact of Top Vertical Markets (World), 2010 and 2017 High Growth ImpactHigh Impact Medium Growth Impact Others CAGR 9.3% Telecom CAGR 9.8% Computing and Storage Automotive CAGR 8.1% CAGR 8.3% Projected Impact on SMT Consumer Electronics CAGR 8.0% Placement Equipment Market Low Growth ImpactLow Impact 2010 2017 Time Period Source: Frost & Sullivan analysis. 16
  17. 17. Regional Opportunities SMT Manufacturing Equipment Market: Regional Electronics Migration Opportunities (World), 2010High Growth >15% Growing Regions Central and Mature Regions East Europe Niche market manufacturing Rest-of-World opportunities are expected to be Rest-of-Asia stable in the Americas andGrowth Western Europe Rate China Mature Regions Growing Segments Americas Growth to be “boosted” by increasing migrationLow Growth of manufacturing investments and establishment <10% Western Europe of new manufacturing sites by OEMs and contract manufacturers Limited Impact Establishment of New Heavily Impact Manufacturing Lines Note: Size of the circles represents market size. Source: Frost & Sullivan analysis. 17
  18. 18. Regional Vertical Market Analysis Regional Vertical Market Opportunities (World), 2011 Consumer Automotive Electronics & Medical A&D Computing Others Telecom Americas Western Europe Central & Eastern Europe China ROA Rest of World Strong Vertical Manufacturing Growth Weak Vertical Manufacturing Growth Source: Frost & Sullivan analysis. 18
  19. 19. Next Steps Request a proposal for or Growth Partnership Services or Growth Consulting Services to support you and your team to accelerate the growth of your company. (myfrost@frost.com) 1-877-GoFrost (1-877-463-7678) Join us at our annual Growth, Innovation, and Leadership 2011: A Frost & Sullivan Global Congress on Corporate Growth (www.gil-global.com) Register for Frost & Sullivan’s Growth Opportunity Newsletter and keep abreast of innovative growth opportunities (www.frost.com/news) 19
  20. 20. Your Feedback is Important to Us What would you like to see from Frost & Sullivan?Growth Forecasts?Competitive Structure?Emerging Trends?Strategic Recommendations?Other? Please inform us by rating this presentation. Frost & Sullivan’s Growth Consulting can assist with your growth strategies 20
  21. 21. Follow Frost & Sullivan on Facebook, LinkedIn,SlideShare, and Twitter http://www.facebook.com/FrostandSullivan http://www.linkedin.com/companies/4506 http://www.slideshare.net/FrostandSullivan http://twitter.com/frost_sullivan 21
  22. 22. For Additional InformationSarah Saatzer Kiran UnniCorporate Communications Industry DirectorElectronics & Manufacturing Measurement & Instrumentation(210) 477-8427 (210) 247-2495sarah.saatzer@frost.com kiranunni@frost.comKeith RobinsonResearch ManagerElectronics Manufacturing Equipment(210) 247-2402krobinson@frost.com 22

×