KEMET Passives Market Outlook 2008

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Presentation of Market Outlook for 2008 hosted by TTI, Inc. Go to www.ttiinc.com/marketeye for more information.

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  • KEMET Passives Market Outlook 2008

    1. 1. Welcome to the 2008 Passive Market Outlook Thank you for joining us! Listen in as Dennis Zogbi and experts from KEMET, Littelfuse, and Vishay provide a detailed market overview of the passive industry. Sit back, relax and learn what to look for in 2008!
    2. 2. TTI Marketing Outlook Webcast Capacitors March 2008
    3. 3. Capacitor Overview <ul><li>Industry Trends </li></ul><ul><ul><li>Consumption </li></ul></ul><ul><ul><li>Price </li></ul></ul><ul><ul><li>Lead Time </li></ul></ul><ul><li>Material Trends </li></ul><ul><ul><li>Supply Chain </li></ul></ul><ul><li>Technology </li></ul><ul><ul><li>Trends </li></ul></ul><ul><ul><li>Drivers </li></ul></ul>
    4. 4. Industry Trends Consumption, Price, Lead Time
    5. 5. Global Semiconductor Industry Source: Henderson Electronic Market Forecast (February 2008)
    6. 6. Global Capacitor Units to IC Units Ratio Source: Based on World Capacitor and World Semiconductor data
    7. 7. Global MLCC Units to IC Units Ratio Source: Based on World Capacitor and World Semiconductor data
    8. 8. Global Tantalum Units to IC Units Ratio Source: Based on World Capacitor and World Semiconductor data
    9. 9. Global Aluminum Units to IC Units Ratio Source: Based on World Capacitor and World Semiconductor data
    10. 10. Global Paper & Film Units to IC Units Ratio Source: Based on World Capacitor and World Semiconductor data
    11. 11. Global MLCC Capacitor Industry Shipments Source: Based on World Cap data 3 yr. CAGR ’05 to ’07: 17.6% 5 yr. CAGR ’03 to ’07: 21.6% 10 yr. CAGR ’98 to ’07: 19.4% 3 yr. CAGR ’05 to ’07: 18.1% 5 yr. CAGR ’03 to ’07: 8.5% 10 yr. CAGR ’98 to ’07: 8.3%
    12. 12. Global Tantalum Capacitor Industry Shipments 3 yr. CAGR ’05 to ’07: 1.6% 5 yr. CAGR ’03 to ’07: 4.4% 10 yr. CAGR ’98 to ’07: 3.4% 3 yr. CAGR ’05 to ’07: -0.6% 5 yr. CAGR ’03 to ’07: -2.2% 10 yr. CAGR ’98 to ’07: 0.1% Source: Based on World Cap data
    13. 13. Global Aluminum Capacitor Industry Shipments 3 yr. CAGR ’05 to ’07: -0.9% 5 yr. CAGR ’03 to ’07: 2.7% 10 yr. CAGR ’98 to ’07: 2.8% 3 yr. CAGR ’05 to ’07: 9.1% 5 yr. CAGR ’03 to ’07: -0.5% 10 yr. CAGR ’98 to ’07: 0.2% Source: Based on World Cap data
    14. 14. Global Paper and Film Capacitor Industry Shipments 3 yr. CAGR ’05 to ’07: -2.6% 5 yr. CAGR ’03 to ’07: -1.6% 10 yr. CAGR ’98 to ’07: -1.6% 3 yr. CAGR ’05 to ’07: 6.9% 5 yr. CAGR ’03 to ’07: -6.6% 10 yr. CAGR ’98 to ’07: -5.0% Source: Based on World Cap data
    15. 15. Global MLCC Capacitor Industry ASP Source: Based on World Cap data 3-year avg. decline - 9.3%
    16. 16. Global Tantalum Capacitor Industry ASP Source: Based on World Cap data 3-year avg. decline - 4.9%
    17. 17. Global Aluminum Capacitor Industry ASP Source: Based on World Cap data 3-year avg. decline - 3.4%
    18. 18. Global Paper & Film Capacitor Industry ASP Source: Based on World Cap data 3-year avg. decline - 4.8%
    19. 19. U.S. Passive Component Industry Source: Henderson Electronic Market Forecast (February 2008)
    20. 20. Passive Component Lead Times Source: www.TTI.com 0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 Ceramic Capacitors Film Capacitors Tantalum Capacitors Resistors Aluminum Electrolytic Capacitors Connectors Mica Capacitors
    21. 21. Material Trends Supply Chain
    22. 22. Supply Chain Issues <ul><li>Tantalum </li></ul><ul><ul><li>Raw Material √ </li></ul></ul><ul><ul><li>Powder Processing Capacity √ </li></ul></ul><ul><ul><li>Lead-Frame Material √ </li></ul></ul><ul><ul><li>Epoxy √ </li></ul></ul><ul><li>Ceramic </li></ul><ul><ul><li>Barium Titanate √ </li></ul></ul><ul><ul><li>Metals, Nickel Powder ? </li></ul></ul><ul><ul><li>Carrier Film √ </li></ul></ul><ul><li>Aluminum </li></ul><ul><ul><li>Raw Material √ </li></ul></ul><ul><ul><li>Energy ? </li></ul></ul>
    23. 23. Technology Trends and Drivers
    24. 24. Technology Trends <ul><li>Mobility & Connectivity </li></ul><ul><ul><li>Smaller, More Portable Products </li></ul></ul><ul><ul><li>Wireless </li></ul></ul><ul><li>Applications </li></ul><ul><ul><li>Reduced Operating Voltages </li></ul></ul><ul><ul><li>Increased Frequencies </li></ul></ul><ul><ul><li>Converged Functionalities </li></ul></ul><ul><li>Working Environments </li></ul><ul><ul><li>Higher Temperatures </li></ul></ul><ul><li>Reduced Number of Circuit Connections </li></ul><ul><li>Increased Reliability Demands </li></ul><ul><li>Failure Mode Concerns </li></ul><ul><li>Environmental Issues </li></ul><ul><li>Declining TCO </li></ul><ul><li>Lower System Costs </li></ul>
    25. 25. Technology Drivers <ul><li>Increased Volumetric Efficiency </li></ul><ul><ul><li>Capacitance Extension </li></ul></ul><ul><ul><li>Miniaturization & Modularization </li></ul></ul><ul><li>Lower Parasitics (ESR/ESL) </li></ul><ul><ul><li>Improved performance </li></ul></ul><ul><ul><li>Fewer discretes </li></ul></ul><ul><ul><li>Embedded discretes </li></ul></ul><ul><li>Alternative Materials </li></ul><ul><li>Cost Reduction </li></ul><ul><li>All This Without Compromising: </li></ul><ul><ul><li>Reliability </li></ul></ul><ul><ul><li>Robustness </li></ul></ul>
    26. 26. TTI Marketing Outlook Webcast Capacitors March 2008
    27. 27. Thank you! Please visit www.ttiinc.com/marketeye for more information

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