Other excerpts in this issue of Cleanroom/Ultrapure Water Insights relate to
the other vehicles on the knowledge bridge. You can receive a copy of Cleanroom/Ultrapure
Water Insights every two weeks free of charge by registering at:
http://www.mcilvainecompany.com/brochures/Free_Newsletter_Registration_Form.htm.
CLEANROOM
WORLD MARKET UPDATE
May 2013
TABLE OF CONTENTS
SEMICONDUCTORS
Global Semiconductor Sales Remain Ahead of 2012 Pace in February
Intel and Samsung Forecast to Represent 42 Percent of Semiconductor Capital
Spending in 2013
North American Semiconductor Equipment Industry Posts February 2013 Book-to-Bill
Ratio of 1.10
SEMI Reports 2012 Global Semiconductor Materials Sales of $47.1 Billion
TSMC March Net Sales Show an Increase of 7.2 Percent over February
DISK DRIVES
Seagate Celebrates Milestone: First to Reach Two Billion Hard Disk Drives
Shipped
PHARMACEUTICAL
More than 400 Innovative Medicines in Development for Top Chronic Diseases
Affecting Older Americans
Jacobs Receives Contract from Sanofi Pasteur for Aguila II Project
The Need to Accelerate Product Time to Market Drives the Medical Device
Outsourcing Market
Teva Pharmaceuticals USA to Pay $2.25 Million Civil Penalty for Air, Water, and
Hazardous Waste Violations at Mexico, MO Facility
CONSUMER ELECTRONICS
Consumer Confidence Increases in Both Overall Economy and Technology in March
Drop-Off in Chinese Demand Causes Plunge in Global Flat-Panel TV Shipments in
February and March
Smartphone, Tablet PC Demand Drive Small/Medium Flat Panel Display Revenue to
$71.5 Billion in 2016
Following Decline in 2012, Global TV Market Won’t Recover Until 2015
U.S. TV Market Set for Second Consecutive Year of Decline in 2013
Despite 25 Percent Annual Decline in 2012 Game Console Shipments, There is Still
Room for Optimism
SOLAR
HIS Report Forecasts Global PV to Exceed 35 GW in 2013
Japan to Install More than 5 Gigawatts of PV Systems in 2013 — Overtaking
Germany and the U.S.
COMPANY NEWS
VWR International, LLC Acquires Basan UK Limited
For information on: World Cleanroom Markets, click on:
http://home.mcilvainecompany.com/index.php?option=com_content&view=article&id=73
ULTRAPURE WATER WORLD MARKET
UPDATE
March 2013
SEMICONDUCTORS
Semiconductor Industry Posts Near-Record Sales Total in 2012
North American Semiconductor Equipment Industry Posts December 2012 Book-to-Bill
Ratio of 0.92
China’s Twelve Year Plan Aims to Double Semiconductor Production
Silicon Wafer Revenues Decline in 2012
Semiconductor R&D Spending Rises 7 Percent Despite Weak Market
Power Supply Demand to Drive Growth for Semiconductors in 2013
TSMC Reports January Sales Increased 27.7 Percent from December
STORAGE
Hard Disk Drive Market Revenue Set for Double Digit Decline this Year
Seagate Reports Second Quarter Results
PHARMACEUTICAL/BIOTECHNOLOGY
PhRMA and EFPIA Applaud Push for EU-US Trade Agreement
Biopharmaceutical Fill and Finish Contract Manufacturing Study Shows Market
Growth and New Opportunities
Double Digit Growth for the Russian Pharmaceutical Industry
Life Science Venture Capital Funding Drops 14 Percent during 2012, According to
the Moneytree Report
Strong Month for Life Science Funding Says Burrill & Company
Biopharmaceutical Industry Facing Hiring Difficulties and R&D Talent Gap Finds
PwC Report
Bioscience Research Drives Growth in U.S. Academic Lab Space
CONSUMER ELECTRONICS
Consumer Confidence in Overall Economy and Tech Sector Reflect Seasonal Declines
According to CEA Index
Tablet Computer Sales, Potential Sales on the Rise, according to CEA’s Quarterly
Report
Electronics Contract Manufacturing Business Set for 4-5 Percent Growth this Year
Automotive Display Demand to Reach 70 Million by 2016, According to NPD
DisplaySearch
Fifteen Million Computing Devices will be Shipped Into the Education Market in
2013
SOLAR
PV Industry to Enjoy Robust Installation Growth in 2013, But Revenue Dip Poses
Challenges for Solar Companies
SEMI and U.S. Photovoltaic Manufacturing Consortium Sign MOU to Enable Focus on
Standards and Roadmap Development
INDUSTRY NEWS
AAF NELIOR Filtration Technology for Enhanced Performance of Critical Processes
Sartorius Stedim Biotech Launches Sartoguard NF Prefilter Series
Franklin Adhesives Introduces FilterFAB 150 Sealant for Panel Filters
Filtrona Porous Technologies Launches New Website for Lymtech Scientific Brand
Emphasis
Many projects are detailed in monthly updates under Industry Analysis in this
Report’s Chapters.
Disk Drives
Flat Panel Display
Food
Other Electronics
Pharmaceutical
Semiconductor
For more information on: Ultrapure Water World Markets, click on:
http://home.mcilvainecompany.com/index.php/component/content/article?id=71#n029
GE Competing with Ecolab, Flowserve, Xylem and Pentair for Top Spot in Fluid
Treatment Market
The Ecolab/Nalco and the Pentair/Tyco mergers underline the growing realization
that the flow control and treatment market can be pursued in entirety. No one
company has as much as two percent of this $330 billion market. Five companies
with over a one percent market share are GE, Ecolab, Flowserve, Xylem and
Pentair. These market shares are included in the McIlvaine report,
Air/Gas/Water/Fluid Treatment and Control: World Markets.
(www.mcilvainecompany.com) GE boosted its market presence with the acquisition
of Dresser. It has a number of divisions which participate in many product and
application segments.
GE Product Segment Activity
Product Power Fluid Municipal Industrial and Other Residential/
Commercial
Pumps
Valves
Cartridge
Sedimentation/ Centrifugation
Cross Flow Membranes
Macrofiltration
Biological/Oxidation/Destruction
Water/Wastewater Chemicals
Filtration/Purification *
Fabric Filter
Scrubber
Precipitator
FGD
DeNOx
Thermal/Catalytic
Fans and Compressors
Air Monitoring
Water Monitoring
* includes vacuum bags and face masks as well as HVAC
Current coverage
Purchased as part of EPC activity
Areas recently withdrawn from due to sale of precipitator and air monitoring
divisions
As shown in yellow it is a full participant in many areas. In others, it acts as
an engineering, procurement and construction contractor and purchases equipment
from others. For more information on Air/Gas/Water/Fluid Treatment and Control:
World Markets, click on: http://home.mcilvainecompany.com/index.php?option=com_content&view=article&id=71
GDP UPDATE Headlines
May 2013
TABLE OF CONTENTS
AMERICAS
United States
Mexico
ASIA
India
Taiwan
EUROPE / AFRICA / MIDDLE EAST
Czech Republic
France
Latvia
Lithuania
Slovenia
Spain
AMERICAS
United States
The recently released gross domestic product quarterly report shows a sluggish
but improved economy. Markets responded with a day that saw little change in
value.
The advance estimate of real GDP expanded at a seasonally-adjusted annualized
rate of 2.5%, according to the U.S. Department of Commerce, falling short of
analysts’ expectations of 3%, but much improved over the previous quarter’s 0.4%
growth. GDP measures the nation's total output of goods and services. The
Commerce Department will release an adjusted first quarter report on May 30.
BBVA Compass, a financial services firm, estimated a first quarter GDP growth of
2.3 or 2.4%. “We are more pessimistic than the majority of analysts,” Kim
Fraser, an economist at BBVA Compass, said. “Personal consumption and employment
were strong in January and February, but slowed dramatically in March.
Employment was down drastically,” she said.
The increase in the first quarter was due to rises in personal consumption,
business inventory, equipment and software, and housing investment, according to
the Commerce Department’s report.
“Consumption was stronger than expected, and housing was a strong mover,” Fraser
said.
Imports increased, which resulted in a lower GDP, but economists like Fraser see
an upside to this. “Imports may be an encouraging sign,” she said, referencing
the fact that they indicate an increase in consumer spending.
Another factor responsible for lower than expected GDP growth was a decrease in
spending by local, state and federal governments.
Most of the effects of sequestration, the drastic across the board cuts to
federal spending, have yet to be felt in the economy, but defense spending
declined 11.5%, which kept the first quarter GDP growth from reaching 3%,
according to BMO Capital Markets Senior Economist Sal Guatieri. “Federal defense
spending carved 0.6 percentage points from growth,” he wrote in a report.
Both Fraser and Guatieri believe the sequestration cuts will have more of an
effect in the second quarter. Despite this, Guatieri predicted, “While
sequestration will slow GDP in Q2, we still expect growth to top 3% in the
second half of the year amid improved household finances, pent-up demand for
autos, and the long-running housing market recovery.”
Mexico
The outlook for economic growth and inflation in Latin America's second-largest
economy this year has deteriorated among private-sector economists, according to
a Bank of Mexico survey.
Analysts see the country's economy expanding 3.35% in 2013, according to the
average estimate of the central bank's April survey, down from the 3.46%
expected in the previous month's poll.
Mexico's annual inflation is seen rising 3.9% this year, up from the previous
estimate of 3.75%. Thirty-three local and foreign banks and consultancy firms
responded to the April survey.
The central bank's survey showed economists maintain a glum view of Mexico's
growth as sluggish global demand, particularly in the U.S., is already affecting
Mexico's export engine.
The government itself sees first-quarter GDP growth slowing to an annual rate of
1%, the lowest since the recession of 2009, with an economic recovery expected
to happen in the second half of the year.
Price worries have recently increased in Mexico after 12-month inflation rose to
4.72% in the first half of April, the highest level in seven months. The central
bank has said it is a temporary uptick caused by volatile agricultural prices.
Lower growth and higher inflation led Mexico's central bank to stand pat on
rates in its last policy meeting in late April, keeping a neutral tone. The bank
already cut the key overnight interest rate by 50 basis points to 4% in its
March decision.
ASIA
India
Projecting a modest pick-up in economic activity in the coming months, Reserve
Bank today pegged GDP (Gross Domestic Product) growth rate for the current
fiscal year at 5.7%, significantly lower than the Finance Ministry's forecast of
6.1 to 6.7%.
"The Reserve Bank's baseline projection of GDP growth for 2013-14 is 5.7%. The
bank's current assessment is that activity will remain subdued during the first
half of this year with a modest pick-up in the second half, subject to
appropriate conditions ensuing," RBI said in its annual monetary policy review
for 2013-14.
India's economy grew by 5% in the last fiscal year, lowest in a decade, because
of poor performance of manufacturing, agriculture and services sector.
The RBI's current fiscal year's growth estimate of 5.7% is much lower than the
finance ministry's growth projection of 6.1-6.7% and Prime Minister's Economic
Advisory Council's growth projection of 6.4% for 2013-14.
It is also lower than the World Bank's growth projection, which predicted the
Indian economy to grow by 6.1% in 2013-14 on account of robust domestic demand,
strong savings and investment rate.
Not happy with RBI's growth projection, Planning Commission Deputy Chairman
Montek Singh Ahluwalia had described its outlook as 'pessimistic'.
"Reserve Bank is clearly more pessimistic than the government is. I think that
the government forecast as of now is feasible. Critically what matters is, how
effective we are in restoring the momentum of investment in the large projects",
the Plan panel deputy chief said. The Reserve Bank today cut the key interest
rate by just 0.25% to 7.25% …….. (Remaining text not included in this sample.)
A complete analysis of GDP and monthly updates for individual countries are
included as part of
The World Cleanroom Markets: For more information, click on:
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Check out Your Coverage in the Global Decision Orchard
The McIlvaine Global Decisions Orchard (GDO) receives more than 30,000 hits per
week from searchers looking for technical and product information. Thousands of
pages of data and pictures, as well as hundreds of recordings are freely
accessed.
There are two ways to search for data. The Quick Search allows you to insert any
word and see all the information containing that word in the title, summary or
structured key words. The result is you receive much more unique current and
focused information than on a Google search.
The Full Display allows you to benefit from decisive classification. All
decisions are a series of classifications. A system which provides the real
options at each step along the way is much more useful than the random methods.
Classification is by:
• product according to actual use,
• companies with a unique numerical indicator to eliminate the language
problems,
• applications with a precise two record description, and
• precise labeling,
• division of processes, materials, pollutants, etc.
This search system leads the searcher immediately to the most comprehensive
information.
Free News and Analyses in the Global Decisions Orchard
Full Display
Quick Search
Collaboration is the Key to the Full Utilization of the Digital Universe
The European Trade Fair Industry is built on a thousand year old tradition of
annual or bi-annual gatherings to bring buyer and seller together. The advent of
the printing press in 1440 started the evolution in mass communication. The
telephone and telegraph some 400 years later created the next big step toward
better buyer-seller communication.
Improvements in the postal service and written communications were steady but
not spectacular until the development of high speed telefax systems in the late
1980s.
From this point forward, digital communication technology has grown so rapidly
that it has obsolesced many sales tools and approaches. The problem is that most
companies have not been able to take advantage of these advances.
Unless information is placed in the right hands, at the right time, it is not
valuable. Competitors and customers dictate the deviation of the “right time.”
Younger people in a purchasing and specifying role are accustomed to instant
answers to their queries.
With comprehensive information on process and products available with a click of
a mouse, the purchaser rightly expects a level of knowledge and expertise on the
part of the salesman which is much greater than in the days of the “two martini
lunch.”
There is no way that the salesman can memorize the multitude of useful data he
may need at a given moment. He has to have a system which can supply this
information on demand. This means access to data as well as company experts.
Customer Relationship Management, Business Intelligence and Sales Intelligence
systems all provide ways to organize the mountain of digital information. But
unless they supply the right information, they are not of much use. If the
individuals within the organization do not collaborate to divide and analyze the
mountain appropriately, the system will fail.
It takes a system which combines Knowledge + Organization + Collaboration (KOC)
to maximize sales and technical opportunities. The McIlvaine KOC strategy
integrates on all three requirements. For more information, click on:
KOC Sales Strategy
----------
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Bob McIlvaine
President
847-784-0012 ext 112
rmcilvaine@mcilvainecompany.com
www.mcilvainecompany.com
191 Waukegan Road Suite 208 | Northfield | IL 60093
Ph: 847-784-0012 | Fax: 847-784-0061
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