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Apr 6th, 2009
 
Yole distributes “world Electronic industries 2008 – 2013” report from DECISION.
 
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 > David Enu, Senior Analyst DECISION

David ENU, 38, joined DECISION in 1998. As a senior consultant for IT & electronic industries he is the project manager for the “World Electronic Industry” report along with other studies in these fields. He is in charge of quantitative tasks from statistical & data treatment analysis to economic forecasting, covering world, regional, or national markets such as a world database on passive and interconnect component markets. He also manages projects for the European Commission and regularly produces sector overviews and market forecasts. Prior to DECISION, David ENU worked at BIPE as a consultant. At that time he was in charge of the IT industry and various analyses of the electrical & electronic goods markets. He graduated from Paris-1 University in Economy & History and now he works in industrial sector analysis.

Yole distributes “world Electronic industries 2008 – 2013” report from DECISION. Yole already diversified its reports offer with the distribution of Chipworks reports in Europe and those of System + consulting. With the distribution of DECISION's best sellers Yole proposes a large overview of the electronic markets. To get more details or order the report clic on the following link http://www.i-micronews.com/reports/Electronic-Industries-2008-2013/84/
 
> YOLE
You released the English edition of “World Electronic Industries 2008-2013,” what are the main changes compared to the previous edition?
> David Enu
First, the new markets. With a high level of innovation, the industry is defined by its ability to create new markets. We've added solid-state lighting (“green” lighting, LED lamps, electronic ballasts) and energy with photovoltaic panels. Second, more details. New challenges and markets with dense prospects deserve additional analysis. The effort has focused on telecom and medical electronics. For telecom networks, it became essential to distinguish major opportunities and technologies to monitor the pace of investments between fixed and mobile networks, market operators, and private networks for businesses. For medical electronics, the main market, imaging, now only represents half of the market, thus it became necessary to distinguish and present figures about cardiac implants and medical supplies in detail, for instance. Third, user comfort and respect for the environment - paper is finished! With electronic versions, pdf files for the text and analysis and Excel files for data, there is no more need for hand transcription of data tables. (For traditionalists, a paper option still exists.) Fourth, the spectrum of the study. We seek to provide a broad overview as it provides the guarantee of relevance and consistency. The previous report no longer corresponds to the market reality. Most of the players cover one part of the spectrum. The Europeans give priority to the automotive sector or professional markets (industrial, aerospace, etc.).. Others are looking for data on a regional basis... The report is now available in 2 separate volumes: • volume one, mass market products, • volume 2 professional markets. For the other axis, full flexibility: data is available for each major region separately (China, Europe, etc.).
 
> YOLE
Describe this new release in figures (number of tables, number of pages, etc...)
> David Enu
We cover hundreds of markets with a forecast over 5 years with segmentation by: region, volume & value, price, production by market ... The volume of data is significant! Hundreds of tables and graphics just for the analysis and text! Four hundred pages of dense content, segmentation, etc…
 
> YOLE
What are you most the proud of? What surprised you most?
> David Enu
I am proud to have kept a cool head in the face of the global crisis. It was quite hard to identify sharp trends and build a credible scenario. The crisis is just beginning, what is most important now is what is coming next… The market that continues to surprise me is mobile phone. Exceeding one billion units sold in 2006 this market is still growing rapidly; all previous forecasts were pessimistic! Nokia, remains by far the leader and continues to increase its market share. Yet Asian manufacturers are still there! This shows there is a bright future for mature industries who maintain a technological lead. I think the Europeans have an opportunity in the markets of the future: energy efficiency, safety, mobility. Similarly, all the Japanese players that were losing ground are now at a stronger pace. A special appreciation to Apple and the Americans capacity to provide ground breaking applications
 
> YOLE
Who should buy this report (available on this site)? Who has bought it?
> David Enu
Any one involved in the electronics business! Analysts, investors, managers, politicians, students. Especially those who want to understand markets or have to make decisions. Among our loyal customers: the big banks, component manufacturers or organizations. The document seeks efficiency, a good market overview, forecasts and detailed commentaries. Anyone can use it; it is consistent, explicit, and reliable! In terms of sales, our clients are general managers, marketing managers, heads of business units namely at EPCOS, HITACHI, NXP, RADIALL, Samsung, Siemens, STMicroelectronics...
 
> YOLE
Could you tell us your methodology for compiling these forecasts and for how long you maintain such a database?
> David Enu
It is an iterative process. We proceed by accumulation of knowledge and a lot of expertise and then compare our figures with those of our customers. Industrialists, politicians, and consumers make choices, we anticipate the risk of their ability to evolve, we give guidance on the necessary impetus ... on the drivers of change. This database has existed for almost twenty years. DECISION started with a European focus and extended it year by year, it now covers the world. The tool we have is rich and strong. We will be glad to improve it in the future with whoever wants to share our point of view and dialogue
 
> YOLE
How do you view the evolution of the different segments you have defined?
> David Enu
The current crisis has reversed the outlook. The real question today is no longer the trend and how many mobile phones will be sold in 2013, but where will we be in six months! The answer is sadly simple, the electronics industry will experience a major decline in 2009 of up to -10%. Starting in US households, the crisis directly affects all consumer segments for which the U.S. is the largest market. In parallel, sales of cars full of electronics are also affected by the lack of credit. The crisis is global, affecting the automotive and household equipment and the construction and manufacturing equipment. Then Europe is struck a first time. The Asian industry, the most dynamic market for European goods, is a second shock for Europeans. In turn, European households will reduce their expenses, etc... Overall price pressures will be terrible after one or two quarters, some will disappear. Cautious and anticipating crisis effects, the Japanese idled a third of their factories! Very few players will be spared. Do you have a first conservative trend or a rather optimistic one for 2009? Audio Video: -7.1% Appliances: -2.5% Computer: -9.8% Telecoms: -7.5% Aerospace - Defense: +4.5% Automotive: -14.7% Industrial: -3.7% Total: -6.8% Some of the products TVs: -10.9% PCs: -11.6% Cell phones: -11.2% ESP: -23.6% The long-term consequences are huge, the outlook for the electronics industry is to reach the level of GDP growth when they were double GDP growth some years ago! The average annual growth between 2008 and 2013 should not exceed 3% per year. This of course means that the crisis ends in late 2009 and, after a mixed year 2010, the growth rate will rebound to 6% per year in 2011, 2012 and 2013 That’s what our study deals with!
 
> YOLE
to get the report ?
> David Enu
More details on http://www.i-micronews.com/reports/Electronic-Industries-2008-2013/84/ Or www.Yole.fr http://www.yole.fr/pagesAn/products/Report_Partners.asp
 

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