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ISA WINWire September 30 - October 07 2011


Top20 European EMS in 2010

Source: evertiq, September 30 2011

The Top20 companies accounted for 64% of European EMS revenues in 2010 (2009: 63%) with the Top10 accounting for around 56% (2009: 55%) based on figures from Reed Electronics Research.
Top20 EMS-providers in Europe in 2010

Intel to continue India tech ventures

Source: CIOL, September 30 2011

Intel Capital, Intel’s global investment organization, today said it will continue to support and invest in innovative and technology ventures in India. “Intel Capital’s mission is to enhance Intel’s strategic objectives by making and managing financially attractive investments in the technology verticals. We want to develop market for Intel products in India,” said Sudheer Kumar Kuppam, Intel Capital’s managing director - India, Japan, ANZ & SE Asia. He spoke to CIOL on the sidelines of announcement of Intel Capital’s $20 million investment in six Indian companies. Intel Capital had set up a $250 million India Technology Fund back in 2005. The company has invested around 80 per cent of this fund which included the six new Indian technology firms getting investments in this year.

Analog semiconductor slowdown brings buying opportunities

Source: Brian Colello, CPA, Morningstar, September 30 2011

The analog chip industry has undoubtedly encountered a mild slowdown, starting in June 2011 and accelerating through August as a shaky European economy and the United States debt downgrade led to global macroeconomic uncertainty. While it still remains to be seen how much better or worse the global economy (and, in turn, chip demand) will get in the coming months, we believe that several high-quality analog and embedded chipmakers are trading at attractive valuations today. Specifically, we have our eyes on Analog Devices (ADI), Linear Technology(LLTC), Microchip Technology (MCHP), Maxim Integrated Products (MXIM), and Texas Instruments (TXN) within the space. We didn't see much of a margin of safety in these stocks in better times, but many of these stock prices have fallen about 15% since May.

India amongst most attractive destinations for investments globally: Pratibha Patil

Source: IBEF, October 3 2011

Laying emphasis on the fact that the global economic downturn had a "limited impact" on India, Ms Pratibha Patil, President of India said the Indian economy has continuously recorded high growth rates and has become an attractive destination for investments. "India's growth offers many opportunities for mutually beneficial cooperation. The Indian economy recorded consistently high rates of growth since 2003 and even the global economic downturn had a limited impact," added Ms Patil. Addressing a reception in Geneva hosted by the Indian Ambassador to Switzerland, Ms Chitra Narayana, daughter of former President K R Narayanan, Ms Patil said India has become an attractive destination globally for investments, foreign ddirect investments (FDI) and business.

Intel acquires mobile navigation firm Telmap

Source: CIOL, October 3 2011

Chipmaker Intel Corp has agreed to acquire mobile navigation software maker Telmap, the chief executive of the Israel-based company said on Sunday. Details of the deal were not disclosed but Israeli media said Intel is paying about $300 million to $350 million. Telmap CEO Oren Nissim declined to comment on the price and said the deal was expected to close before the end of the year. Telmap will become a wholly-owned subsidiary of Intel, which has two plants and four development centres in Israel, and will retain its brand, management and 210 employees. "The unique thing about this transaction is that here comes a giant and says 'We really like what you're doing, we believe in your strategy, we want to enhance and go forward.

India Semiconductor Association [ISA] announces ‘Technovation Awards 2011 December’

Source: OpenPR, October 3 2011

The India Semiconductor Association (ISA) has announced the ‘Technovation Awards 2011 December’. ISA is the premier industry body for the Electronic Systems Design and Manufacturing ESDM sector in India. Scheduled to be presented on the 16th of December 2011, the Technovation Awards seek to recognize and honor India’s most competitive companies across the electronics ecosystem. ISA is currently inviting nominations from members of the semiconductor, embedded systems and electronics research and development fraternity in India.

India drafts new electronics manufacturing policy

Source: Kariyatil Krishnadas, EETimes, October 3 2011

India Monday (Oct. 3) announced the draft of a new electronics policy which seeks to build a strong manufacturing base and address the issues that are the cause of the current weak manufacturing ecosystem in place. The ambitious new plan is low on specifics but clearly mentions that more policy issues are to be announced over an unspecified period of time. The draft looks at several long-pending issues, including the creation of a National Electronics Mission that covers the setting up of wafer fabrication facilities, VLSI incubation centers and the development of a so-called "India microprocessor." The steps include special and attractive financial incentives for indigenous manufacturing, setting up of wafer fab facilities, giving locally manufactured electronic systems a boost by preferential treatment in purchases, creating a fund for promoting electronics manufacturing in particular, creating scores of clusters for promoting electronics manufacturing and paying special attention to automotive electronics and industrial electronics.

SIA is latest group to see slowing in semiconductor sales

Source:, October 3 2011

The SIA says that revenue in the semiconductor industry in August increased 0.7 percent over July, noting strong demand for tablets and PCs but lower demand elsewhere. The Semiconductor Industry Association, the latest group to cast a pall on the market, said that demand for tablets and PCs is offset by slowing demand in other areas. In a report released Oct. 3, the SIA said that in August, worldwide sales of semiconductors edged up to $25.03 billion, an increase of 0.7 percent over the July level and 2.2 percent more than they were in the same month in 2010. “Sales in August were, in large part, driven by strong demand in tablets and PCs,” SIA President Brian Toohey said in a statement. “Growth in these areas is encouraging. However, lower consumer and industrial demand across a wide range of products and markets is keeping overall sales lower than expected at this point.”

India awaits cheapest tablet Aakash at $35

Source: CIOL, October 4 2011

For a developing economy, India the low-cost computing device is no more a dream. A tablet PC for Rs 1,700 ($35) is a reality. To be called Aakash (meaning sky), the ultra low-cost tablet PC will be indigenously manufactured in India. Kapil Sibal, minister for communications, IT and HRD will unveil it in New Delhi on October 5. With initial focus on inclusive education, the Indian government is literally accomplishing its endeavor for e-empowerment. Created for use by students, the tablet with Web-enabled platform, that eliminates the typical software and hardware architectures, will be given free in schools and colleges. Though it doesn't have a hard drive, a memory card can be used to store data. A Canadian company, Datawind that develops wireless access devices, will manufacture it in its Noida facility on a contractual basis with the government. STMicroelectronics, a semiconductor producer will facilitate core processor in these ultra low-cost tablet PC devices.

EDA logged strongest Q2 growth in 10 years

Source: Dylan McGrath, EETimes, October 5 2011

The EDA sector achieved its highest level of year-to-year growth in any second quarter in the past 10 years, continuing to benefit from a typical sales lag on the heels of a huge bounce-back 2010 for the semiconductor industry, according to the EDA Consortium (EDAC). EDA revenue, including intellectual property, hit $1.438 billion in the second quarter, an increase of 17.6 percent compared to the second quarter of 2010, EDAC said. But while the 17.6 percent annual growth was the highest in a second quarter in over a decade, sales declined sequentially 0.6 percent compared to the first quarter, according to the report by EDAC's market statistics service. In the past 10 years, only two quarters have shown stronger growth in EDA revenue, the fourth quarter of 2006 and the fourth quarter of 2010, according to EDAC.

With time running short, Jobs managed his farewells

Source: Charles Duhigg, The New York Times, October 6 2011

Over the last few months, a steady stream of visitors to Palo Alto, Calif., called an old friend’s home number and asked if he was well enough to entertain visitors, perhaps for the last time. In February, Steven P. Jobs had learned that, after years of fighting cancer, his time was becoming shorter. He quietly told a few acquaintances, and they, in turn, whispered to others. And so a pilgrimage began. The calls trickled in at first. Just a few, then dozens, and in recent weeks, a nearly endless stream of people who wanted a few moments to say goodbye, according to people close to Mr. Jobs. Most were intercepted by his wife, Laurene. She would apologetically explain that he was too tired to receive many visitors. In his final weeks, he became so weak that it was hard for him to walk up the stairs of his own home anymore, she confided to one caller. Some asked if they might try again tomorrow.

Compiled by ISA Research

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