1 EXECUTIVE SUMMARY: EUROPEAN POSITION AND OUTLOOK 9
1.1 Europe remains the second largest producer of electronic equipment in 2009 9
2 ELECTRONICS INDUSTRY TRENDS IN 2010 12
2.1 Crisis and recovery profile 12
2.1.1 The electronic industry is not immune to global economic cycles 12
2.1.2 Regional outlook (production) 13
2.2 Like in 2001, the crisis accelerates industrial restructuring 15
2.2.1 Current consolidation on the component industry 15
2.2.2 Entry into a period of strategic effervescence for equipment manufacturers 16
2.2.3 China: any threat on the horizon? 17
2.3 The new digital convergence paradigm 19
2.3.1 Looking for the perfect match between hardware and software 19
2.3.2 Are device suppliers on their way to seize the revenues of operators? 20
2.3.3 TV suppliers, the last of the Mohicans 22
2.4 Societal market opportunities = new convergence opportunities 23
2.4.1 The electrical convergence: Transport-Generation-Distribution 23
2.4.2 Electronics will enable a health revolution 25
2.4.3 The societal need for security is here to stay 26
3 FORECASTS AND DETAILED ANALYSIS PER APPLICATION SECTOR27
3.1 Telecommunications 27
3.1.1 Mobile phones 27
3.1.2 Telecommunication infrastructures & networks 36
3.1.2.1 Market segmentation 36
3.1.2.2 Structure of the value chain 38
3.1.2.3 Major market drivers 39
3.1.2.4 Challenges for the telecoms operators 43
3.1.2.5 Influence of convergence on the telecommunication value chain 45
3.1.2.6 Market and production trends 48
3.2 Data processing 53
3.2.1 Mainframes, mid-range computing and dedicated terminals 53
3.2.2 PCs 59
3.2.3 PCs peripherals, office equipment and smart cards 68
3.3 Aerospace, defense and security electronics 75
3.3.1 General prospects and key trends 75
3.3.2 Aeronautics & Space 78
3.3.2.1 Civil aeronautics: Airbus and Boeing 78
3.3.2.2 Civil aeronautics: Regional aircraft 84
3.3.2.3 Helicopters 86
3.3.2.4 Space 88
3.3.3 Defense 92
3.3.4 Security 99
3.4 Industrial and Medical electronics 105
3.4.1 Major trends 105
3.4.2 Major players 107
3.4.3 Transportation 110
3.4.3.1 Railway systems 110
3.4.3.2 Off-road applications 112
3.4.4 Power electronics 117
3.4.4.1 UPS, power supplies, power distribution 117
3.4.4.2 Solar panels 118
3.4.4.3 Electronic lighting 120
3.4.5 Automation 124
3.4.6 Medical 130
3.4.7 Instrumentation, measuring & test 137
3.5 Automotive electronics 141
3.5.1 The automotive industry is at a cross-road 141
3.5.1.1 A profound shift of the global automobile demand 141
3.5.1.2 The electric vehicle: this time it is for real 144
3.5.1.3 Electronics will play an enabling role in the future of the automotive industry,
whatever it is 147
3.5.2 Automotive electronics medium term outlook and European position 148
3.5.2.1 Regional market outlook 2009-2014 148
3.5.2.2 Impact of electric vehicles on the supply chain 151
3.5.3 Towards the new electro-mobility paradigm 153
3.5.3.1 The future of automobile will be smart 154
3.5.3.2 Towards the MaaS 155
3.6 Audio & Video 158
3.6.1 TVs 158
3.6.2 Other audio/video devices 166
3.6.2.1 Digital still cameras and camcorders 166
3.6.2.2 DVDs 170
3.6.2.3 Game consoles 173
3.6.2.4 Portable Media Players (PMPs) 176
3.6.2.5 Set-Top Boxes (STBs) 180
3.7 Home appliances 185
4 DETAILED SCENARIO 194
4.1 World Total 194
4.2 Europe 199
5 METHODOLOGY 208
5.1 Sources 208
5.2 Exchange rates 208
5.3 Values, market and production 209
5.4 Detailed regional scope 209
5.5 Acronyms 211
List of Charts
Chart 1, Mobile phones, World production (billion euros) 34
Chart 2, Mobile phones, European production (billion euros) 34
Chart 3, Mobile phones, Market growth (%) 34
Chart 4, Mobile phones, Production by region (2009) 35
Chart 5, Mobile phones, Production by region (2014) 35
Chart 6, Mobile phones, World and European production by product segment, 2009-2014, million
euros 35
Chart 7, Infrastructures & networks, World production (billion euros) 51
Chart 8, Infrastructures & networks, European production (billion euros) 51
Chart 9, Infrastructures & networks, Market growth (%) 51
Chart 10, Infrastructures & networks, Production by region (2009) 52
Chart 11, Infrastructures & networks, Production by region (2014) 52
Chart 12, Infrastructures & networks, World and European production by product segment, 2009-
2014, million euros 52
Chart 13, Mainframes, mid-range computing & dedicated terminals, World production (billion euros) 57
Chart 14, Mainframes, mid-range computing & dedicated terminals, European production (billion
euros) 57
Chart 15, Mainframes, mid-range computing & dedicated terminals, Market growth (%) 57
Chart 16, Mainframes, mid-range computing & dedicated terminals, Production by region (2009) 58
Chart 17, Mainframes, mid-range computing & dedicated terminals, Production by region (2014) 58
Chart 18, Mainframes, mid-range computing & dedicated terminals, World and European production
by product segment, 2009-2014, million euros 58
Chart 19, PCs, World production (billion euros) 66
Chart 20, PCs, European production (billion euros) 66
Chart 21, PCs, Market growth (%) 66
Chart 22, PCs, Production by region (2009) 67
Chart 23, PCs, Production by region (2014) 67
Chart 24, PCs, World and European production by product segment, 2009-2014, million euros 67
Chart 25, Peripherals, World production (billion euros) 73
Chart 26, Peripherals, European production (billion euros) 73
Chart 27, Peripherals, Market growth (%) 73
Chart 28, Peripherals, Production by region (2009) 74
Chart 29, Peripherals, Production by region (2014) 74
Chart 30, Peripherals, World and European production by product segment, 2009-2014, million euros 74
Chart 31, Aerospace, World production (billion euros) 90
Chart 32, Aerospace, European production (billion euros) 90
Chart 33, Aerospace Market growth (%) 90
Chart 34, Aerospace Production by region (2009) 91
Chart 35, Aerospace, Production by region (2014) 91
Chart 36, Aerospace, World and European production by product segment, 2009-2014, million euros 91
Chart 37, Defense, World production (billion euros) 97
Chart 38, Defense, European production (billion euros) 97
Chart 39, Defense, Market growth (%) 97
Chart 40, Defense, Production by region (2009) 98
Chart 41, Defense, Production by region (2014) 98
Chart 42, Defense, World and European production by product segment, 2009-2014, million euros 98
Chart 43, Security, World production (billion euros) 103
Chart 44, Security, European production (billion euros) 103
Chart 45, Security, Market growth (%) 103
Chart 46, Security, Production by region (2009) 104
Chart 47, Security, Production by region (2014) 104
Chart 48, Security, World and European production by product segment, 2009-2014, million euros 104
Chart 49, Transportation, World production (billion euros) 115
Chart 50, Transportation, European production (billion euros) 115
Chart 51, Transportation, Market growth (%) 115
Chart 52, Transportation, Production by region (2009) 116
Chart 53, Transportation, Production by region (2014) 116
Chart 54, Transportation, World and European production by product segment, 2009-2014, million
euros 116
Chart 55, Power electronics, World production (billion euros) 122
Chart 56, Power electronics, European production (billion euros) 122
Chart 57, Power electronics, Market growth (%) 122
Chart 58, Power electronics, Production by region (2009) 123
Chart 59, Power electronics, Production by region (2014) 123
Chart 60, Power electronics, World and European production by product segment, 2009-2014, million
euros 123
Chart 61, Automation, World production (billion euros) 128
Chart 62, Automation, European production (billion euros) 128
Chart 63, Automation, Market growth (%) 128
Chart 64, Automation, Production by region (2009) 129
Chart 65, Automation, Production by region (2014) 129
Chart 66, Medical, World production (billion euros) 135
Chart 67, Medical, European production (billion euros) 135
Chart 68, Medical, Market growth (%) 136
Chart 69, Medical, Production by region (2009) 136
Chart 70, Medical, Production by region (2014) 136
Chart 71, Instrumentation, measuring & test, World production (billion euros) 139
Chart 72, Instrumentation, measuring & test, European production (billion euros) 139
Chart 73, Instrumentation, measuring & test, Market growth (%) 140
Chart 74, Instrumentation, measuring & test, Production by region (2009 %) 140
Chart 75, Instrumentation, measuring & test, Production by region (2014 %) 140
Chart 76, Automotive, World production (billion euros) 156
Chart 77, Automotive, European production (billion euros) 156
Chart 78, Automotive, Market growth (%) 156
Chart 79, Automotive, Production by region (2009) 157
Chart 80, Automotive, Production by region (2014) 157
Chart 81, Automotive, World and European production by product segment, 2009-2014, million euros 157
Chart 82, TVs, World production (billion euros) 164
Chart 83, TVs, European production (billion euros) 164
Chart 84, TVs, Market growth (%) 164
Chart 85, TVs, Production by region (2009) 165
Chart 86, TVs, Production by region (2014) 165
Chart 87, TVs, World and European production by product segment, 2009-2014, million euros 165
Chart 88, Digital Still Cameras + Camcorders, World production (billion euros) 168
Chart 89, Digital Still Cameras + Camcorders, European production (billion euros) 168
Chart 90, Digital Still Cameras + Camcorders, Market growth (%) 168
Chart 91, Digital Still Cameras + Camcorders, Production by region (2009) 169
Chart 92, Digital Still Cameras + Camcorders, Production by region (2014) 169
Chart 93, DVDs, World production (billion euros) 172
Chart 94, DVDs, European production (billion euros) 172
Chart 95, DVDs, Market growth (%) 172
Chart 96, Game consoles, World production (billion euros) 175
Chart 97, Game consoles, European production (million euros) 175
Chart 98, Game consoles, Market growth (%) 175
Chart 99, Portable media, World production (billion euros) 178
Chart 100, Portable media, European production (million euros) 178
Chart 101, Portable media, Market growth (%) 178
Chart 102, Portable media, Production by region (2009) 179
Chart 103, Portable media, Production by region (2014) 179
Chart 104, Set top boxes, World production (billion euros) 183
Chart 105, Set top boxes, European production (billion euros) 183
Chart 106, Set top boxes, Market growth (%) 183
Chart 107, Set top boxes, Production by region (2009) 184
Chart 108, Set top boxes, Production by region (2014) 184
Chart 109, Home Appliances, World production (billion euros) 192
Chart 110, Home Appliances, European production (billion euros) 192
Chart 111, Home Appliances, market growth (%) 192
Chart 112, Home Appliances, Production by region (2009) 193
Chart 113, Home Appliances, Production by region (2014) 193
Chart 114, Home Appliances, World and European production by product segment, 2009-2014,
million euros 193
List of detailed tables
Chart 115, World production & market, 2009-2014 in million euros 194
Chart 116, World production & market, 2009-2014 annual growth % in value 194
Chart 117, Detailed: World production & market, 2009-2014 in million euros 195
Chart 118, Detailed: World production & market, 2009-2014 annual growth in value 197
Chart 119, Europe production, 2009-2014 in million euros 199
Chart 120, Europe production, 2009-2014 annual growth % in value 199
Chart 121, Europe market, 2009-2014 in million euros 199
Chart 122, Europe market, 2009-2014 annual growth % in value 199
Chart 123, Detailed: Europe production, 2009-2014 in million euros 200
Chart 124, Detailed: Europe production, 2009-2014 annual growth in value 202
Chart 125, Detailed: Europe market, 2009-2014 in million euros 204
Chart 126, Detailed: Europe market, 2009-2014 annual growth in value 206
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