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KEMET Passives Market Outlook 2008
 

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.

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 KEMET Passives Market Outlook 2008 Presentation Transcript

  • 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!
  • TTI Marketing Outlook Webcast Capacitors March 2008
  • Capacitor Overview
    • Industry Trends
      • Consumption
      • Price
      • Lead Time
    • Material Trends
      • Supply Chain
    • Technology
      • Trends
      • Drivers
  • Industry Trends Consumption, Price, Lead Time
  • Global Semiconductor Industry Source: Henderson Electronic Market Forecast (February 2008)
  • Global Capacitor Units to IC Units Ratio Source: Based on World Capacitor and World Semiconductor data
  • Global MLCC Units to IC Units Ratio Source: Based on World Capacitor and World Semiconductor data
  • Global Tantalum Units to IC Units Ratio Source: Based on World Capacitor and World Semiconductor data
  • Global Aluminum Units to IC Units Ratio Source: Based on World Capacitor and World Semiconductor data
  • Global Paper & Film Units to IC Units Ratio Source: Based on World Capacitor and World Semiconductor data
  • 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%
  • 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
  • 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
  • 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
  • Global MLCC Capacitor Industry ASP Source: Based on World Cap data 3-year avg. decline - 9.3%
  • Global Tantalum Capacitor Industry ASP Source: Based on World Cap data 3-year avg. decline - 4.9%
  • Global Aluminum Capacitor Industry ASP Source: Based on World Cap data 3-year avg. decline - 3.4%
  • Global Paper & Film Capacitor Industry ASP Source: Based on World Cap data 3-year avg. decline - 4.8%
  • U.S. Passive Component Industry Source: Henderson Electronic Market Forecast (February 2008)
  • 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
  • Material Trends Supply Chain
  • Supply Chain Issues
    • Tantalum
      • Raw Material √
      • Powder Processing Capacity √
      • Lead-Frame Material √
      • Epoxy √
    • Ceramic
      • Barium Titanate √
      • Metals, Nickel Powder ?
      • Carrier Film √
    • Aluminum
      • Raw Material √
      • Energy ?
  • Technology Trends and Drivers
  • Technology Trends
    • Mobility & Connectivity
      • Smaller, More Portable Products
      • Wireless
    • Applications
      • Reduced Operating Voltages
      • Increased Frequencies
      • Converged Functionalities
    • Working Environments
      • Higher Temperatures
    • Reduced Number of Circuit Connections
    • Increased Reliability Demands
    • Failure Mode Concerns
    • Environmental Issues
    • Declining TCO
    • Lower System Costs
  • Technology Drivers
    • Increased Volumetric Efficiency
      • Capacitance Extension
      • Miniaturization & Modularization
    • Lower Parasitics (ESR/ESL)
      • Improved performance
      • Fewer discretes
      • Embedded discretes
    • Alternative Materials
    • Cost Reduction
    • All This Without Compromising:
      • Reliability
      • Robustness
  • TTI Marketing Outlook Webcast Capacitors March 2008
  • Thank you! Please visit www.ttiinc.com/marketeye for more information