Those who follow our research know that we keep a close watch on the worldwide OEM electronics manufacturing market: in other words, the computer, communications, consumer, industrial/medical and transportation sectors. It is an enormous market in terms of revenue, reaching nearly $1 trillion in cost of goods sold (COGS) in 2008, before slipping to $832 billion in 2009. The recovery is expected to exceed $1.3 trillion by 2014 (TABLE 1).rnWhat is remarkable about this market is its robustness. It is difficult to find markets of this scale expanding at the current compounded growth rate. Even more amazing, this growth rate has increased over the past few years with the explosion of notebook computer and mobile phones. Over the next five years, taking the lead will be consumer products: flat and 3D TVs, video game consoles, navigation systems and IP set-top boxes.
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