Market share fo Panasonic, Fuji and Aseembleon

It makes sense if you think about it. Siemens was a dead company ready to fold up their tents back in the 80's and early 90's. To their credit they stuck to their platform...got somewhat lucky and the market sort of came to them as the wave of users wanting the more modular type of platforms increased.

So they had their day in the sun and it lasted a few years but it didn't take long for Panasonic, Fuji, Samsung, Assembleon and everyone else for that matter to jump into a market that Siemens had to their own.

Now they are having to compete on technology and price.....and I'm sorry....the Germans will simply never be the low price leader. For as good as their technology is they have to be getting killed by the Japanese and Koreans on price. Plus those Asian companies have probably done a good job closing the gap in technology as well.

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Siemens is the General Electric of Europe. Like GE, Siemens typically is in the top 3 positions ($ market share and profit) or they exit the business. In total revenue I expect Siemens to be in the top 2-3 globally. In units I expect Yamaha has the biggest share but in revenue Siemens is much higher. I seriously doubt Siemens would sell to Samsung which is a minor player of low end placement machines.

Siemens, along with Fuji and Pana remain the most stable suppliers serving the higher end of the market (auto, tier 1-2 EMS, telecom). My guess is Universal and Assembleon are the the suppliers getting their lunch fed to them. One has been for sale for years - Assembleon (clearly Philips wants out) and the other is Universal which just got dumped by Dover.

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