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br> It took 5 years to the electronics industry to finally reach the same level it had prior the telecom crisis in 2001. With 1 069 billion euros in 2005, the electronics industry finally surpassed its previous record year in 2000 when it reached 1 000 billion euros for the first time in its history, the 2001 crisis now belongs to the past, according to the new edition of "World Electronic Industries: 2005-2010", published in July by DECISION.

More interesting are the growth perspectives over the medium term. With 6% average growth from 2005 to 2010, the electronic equipment production still grows 2 times faster than the World Growth Domestic Product, fuelled by the development of electronics in every application segments, from mass markets to professional electronics. Pervasion is still in progress.

With very good positions in Automotive, Industrial and Aerospace & Defence industries, Europe does offer good perspectives in terms of electronic production. With an average growth of 3.7% from 2005 to 2010, It will still represent about 20% of the World electronic equipment production in 2010, equivalent to North America but behind China which will produce 28% of the world electronic equipment by the end of the forecast period.

DECISION believes that the global electronic production landscape is reaching a new equilibrium between the more developed and the emerging countries. Production vs. market ratios per zones should stabilize over the forecast period with Asian countries still producing about 60% more than their local demand.

First signs of this new trend are already there as illustrated by the investments of Asian leaders of the flat TV industry in new flat screen TV assembly and module plants in Eastern Europe.

How simplistic it may seem, there is one undisputed explanation to this new development of the world electronic industry: Production follows the Market!


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Fuelled by the demand in less developed countries that is gaining momentum over more mature markets, the mobile subscriber base is expected to reach 3 billions people in 2008, i.e. a net increase of 1 billion mobile phone users over the next 3 years.
By the end of the decade, more than half of humanity will use a mobile phone to communicate representing 3.6 billion users worldwide.
This turns into a mobile phone market of >1 billion units as soon as 2007, and 1.4 billion units in 2010 (+11% growth between 2005 and 2010).

Growth in value terms also offers good perspectives. The mobile phone demand should represent 138 billions euros in 2010 from 94 billions in 2005, i.e. an average growth of 8%. Average price decline being offset by the dynamism of high end terminals (3G, smartphones) in mature markets (Europe, North America, Japan), and the limited penetration of ultra low cost end handsets that will only represent 10% of global shipments in 2010.

European mobile phone production still represents 22% of global mobile terminal revenues in 2005 (21 billion euros). The European share of mobile terminal production is expected to fall to 17% in 2010 as Asian production continues to increase its share in the mobile industry (>60% of world mobile phone production in 2005 located in Asia) with the emergence of India as a second major production hub in the region after China during the period 2005-2010.

Importantly enough, European mobile terminal production will continue to grow in average at 2.5% between 2005 and 2010, ultimately reaching 23 billion euros! “Made in Europe” mobile phone are not bound to disappear anytime soon!

Motorola, NEC, NTT DoCoMo, Panasonic Mobile Communications, Samsung Electronics, and Vodafone announced today their intent to establish the world's first global, open Linux-based software platform for mobile devices.

A world-class Linux-based platform aims to provide key benefits for the mobile industry including lower development costs, increased flexibility, and a richer mobile ecosystem - all of which contribute to the group's ultimate objective of creating compelling, differentiated and enhanced consumer experiences.

Samsung Electronics America announced that the industry's first Blu-ray disc player has been shipped to retailers in the U.S. market for availability on June 25th. The BD-P1000 will be available in stores on June 25, 2006 at a MAP of $999.99.

Philips announced it has signed a definitive agreement with Intermagnetics under which Philips will acquire Intermagnetics for USD 1.3 billion (EUR 1 billion) to be paid in cash upon completion. Intermagnetics develops, manufactures and markets high-field superconducting magnets used in magnetic resonance imaging (MRI) systems. Intermagnetics employs approximately 1150 people. Magnetic resonance imaging is one of the key imaging technologies in radiology departments in hospitals. In 2005, total MRI market was approximately EUR 5 billion.

Wavecom, French supplier in pre-packaged wireless communications solutions for automotive, industrial (machine-to-machine) and mobile professional applications, announced its acquisition of NexGen Software, France-based software company specializing in TCP/IP internet software.

NexGen Software brings to Wavecom its internally-developed TCP/IP (internet) suite of protocol stacks and internet software expertise along with a worldwide customer base of over 100.

NexGen Software was founded in 1999 and operated profitably in 2005. The acquisition is a cash transaction of EUR 400,000.