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  • A continuing recovery in the replacement market, coupled with a growing number of new openings and expansions should create a favorable fundamental backdrop for the slot manufacturers for the next few years
  • We estimate that slot shipments to North America will grow to 90k in 2012 and surpass 105k in 2013- representing a material increase over the past 3 years where slot shipments have teetered in the 62-71k range
  • Mid-to-high single digit replacement growth should be supported by aging slot floors and a more competitive environment driven by new openings.  Growth in new and expansion units will be propelled by Canadian RFP's, new casinos/slot tracks opening up in Ohio, and VLTs in IL 

CHART DU JOUR:  SLOT SHIPMENTS - slots