Challenging times ahead ... Component orders may be exceeding end market demand

摘要

Regional growth of electronic equipment, semiconductors and printed circuit boards provide timely insight into business conditions in the key electronic centers of the world. Chart 1 shows the 3-month growth of electronic equipment shipments by area. Note Taiwan/China's large growth-decline (from +36.7% in October'07 to +14.7% in April'08). 14.7% growth is not bad, but for Taiwan & China it is the lowest level since early 2002!