1. © Copyright 2004 Frost & Sullivan. All Rights Reserved. Strategic Evaluation Electronic Manufacturing Services Provider Market China Versus Mexico To Stay in Mexico or Not – the Foremost Dilemma for Electronics Companies Surface Mount Technology Group “North American electronics manufacturing service (EMS) providers and other electronics assemblers that have production facilities in Mexico are reevaluating the viability of their operations in that region as a result of rising business costs.”

2. © Copyright 2004 Frost & Sullivan. All Rights Reserved. Industry Trends China’s booming telecommunications industry is providing new market opportunities for EMS providers EMS providers are shifting manufacturing facilities from Mexico to China Mexico is increasing its prototyping capabilities to compete with China The medical device industry is providing new growth opportunities for EMS providers Lead-free solder paste is a major challenge for electronics manufacturers

3. © Copyright 2004 Frost & Sullivan. All Rights Reserved. Key Features Frost & Sullivan Provides: Detailed insights into recent developments and trends Drivers, restraints, challenges, and strategic recommendations Analyst insights on ‘hot topics’ and emerging markets for EMS providers Market sizing Market forecasts and opportunity analysis

4. © Copyright 2004 Frost & Sullivan. All Rights Reserved. What We Offer Proven methodology encompassing extensive primary and secondary data and research Focused information and strategies that cover business and technology issues Credible data and analysis highlighting industry dynamics Winning strategies to help you create precise business plans

5. © Copyright 2004 Frost & Sullivan. All Rights Reserved. Who Will Benefit? Current Market Participants  Assess current and future drivers and restraints  Determine and exploit new market share opportunities New Entrants  Analyze challenges associated with the industry  Calculate time scales for strategy implementation  Position yourself to capitalize on the market’s unmet needs Investment Community  Analyze long-term strategies of electronics manufacturing service providers  Determine which participants will outperform the competition  Assess attractiveness of investing in the EMS provider market

6. © Copyright 2004 Frost & Sullivan. All Rights Reserved. What’s Included Mexico’s EMS provider market China’s EMS provider market

7. © Copyright 2004 Frost & Sullivan. All Rights Reserved. Key Market Participants 3M Advance Flex International Advanced Circuit Technology, Inc. Alco Electronics Allegiance Telecom Co. American Circuit Technologies, Inc. Benchmark Electronics, Inc. Cadence Design Systems Celestica Circuit Systems, Inc. Circuit-Wise, Inc. Compeq Manufacturing Co., Ltd. Data Circuit Systems, Inc. DDI Circuits, Inc. Delta Circuits, Inc. DYCONEX Corp. Elcoteq Network Electronics Manufacturing Services Finmek Flairis Technology Corp., Ltd. Flash Electronics Flextronics Corp.. Foxconn Electronics, Inc. HADCO Honeywell Jabil Circuit, Inc. KeyTronicEMS Kimball Electronics Group LaBarge Electronics Mack Technologies, Inc.

8. © Copyright 2004 Frost & Sullivan. All Rights Reserved. Key Market Participants (Cont’d) Manufacturers' Services Ltd. MCMS MERIX Corp. Mid South Industries Multek, Inc. Nam Tai Electronics, Inc. Neways Electronics International N.V. Omni Plastics Pte, Ltd. Orient Semiconductor Technologies PartnerTech USA, Inc. PEMSTAR, Inc. Photocircuits Corp. Plexus Reptron Electronics, Inc. Saturn Electronics & Engineering, Inc. SCI-Sanmina SMTC Manufacturing Corp. Solectron Corp. Sparton Corp. Suntron Corp. SYNNEX Corp. Teradyne, Inc. The Bureau Electronics Group TT EMS Ltd. Tyco Electronics USinternetworking, Inc. Varian, Inc. Venture Corp. Ltd. VIASYSTEMS Group, Inc. VOGT electronic AG Yamamoto Mfg. (USA), Inc.

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