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!

David Samyn Vice President and General Manager Electronics Division

Littelfuse Circuit Protection Overview Littelfuse overview Circuit protection growth rates Key Application segments (Telecom, White Goods, SMPS, TVSS, Medical, Portable Navigation Devices) Applications Need drivers Growth rates Littelfuse solutions New products

Littelfuse overview

Circuit protection growth rates

Key Application segments (Telecom, White Goods, SMPS, TVSS, Medical, Portable Navigation Devices)

Applications

Need drivers

Growth rates

Littelfuse solutions

New products

Littelfuse protects against common threats to electrical circuits and components Every product that uses electrical energy needs circuit protection to ensure safety, reliability and performance…

Circuit protection need drivers: Overvoltage – Need for ESD protection grows as chipsets become more sensitive More overvoltage devices per application driven by surge and ESD transients Need for overvoltage devices driven by performance and reliability concerns Overcurrent – Need for overcurrent devices driven by safety concerns – regulatory, standards Overcurrent Overvoltage Unit CAGR 2006 to 2011: Overvoltage 10.1% Overcurrent 6.5% Circuit Protection Growth

Circuit protection need drivers:

Overvoltage –

Need for ESD protection grows as chipsets become more sensitive

More overvoltage devices per application driven by surge and ESD transients

Need for overvoltage devices driven by performance and reliability concerns

Overcurrent –

Need for overcurrent devices driven by safety concerns – regulatory, standards

Telecom Protection $427M Telecom Market Circuit Protection TAM in 2008 Consumer Equipment - VoIP Phones - Cordless Phones - Broadband Modems Network Equipment - T1/E1 Carrier Systems - DSLAM’s - SLIC Line Cards - Splitters Enterprise Products - Ethernet Switches - Ethernet Routers - PBX Systems Growth Rates Drivers More Bandwidth Gamers IPTV & VoIP Enterprise IT Higher Data Rates VDSL2 FTTH EFM New Products SDP Broadband Driver Protector SDP VDSL Line Protector Enhanced TeleLink Fuse SP-03 Ethernet Protector

Drivers

More Bandwidth

Gamers

IPTV & VoIP

Enterprise IT

Higher Data Rates

VDSL2

FTTH

EFM

White Goods $176M White Goods Market Circuit Protection TAM in 2008 Refrigeration - Refrigerators - Freezers - Room A/C Cooking - Ovens - Ranges / Cookers - Cooktops / Hobs - Microwave Ovens Cleaning Clothes Washers Clothes Dryers Dishwashers Growth Rates Drivers Electronic Controls Triac Replacing Relays uP ESD Sensitivity Growing at ~9% CAGR Inverter Motor Drives Drives Fused Supplies TVS Drive Protection Low Noise/Lower Cost Energy Efficiency SMPS For Controls New Products 215 Series Fuse 388 METI B Fuse (Japan) 456 Series Fuse (SMPS) K277 Ignition SIDAC L01 Series Triac

Cleaning

Clothes Washers

Clothes Dryers

Dishwashers

Drivers

Electronic Controls

Triac Replacing Relays

uP ESD Sensitivity

Growing at ~9% CAGR

Inverter Motor Drives

Drives Fused Supplies

TVS Drive Protection

Low Noise/Lower Cost

Energy Efficiency

SMPS For Controls

Switch-mode Power Supply (SMPS) Protection $107M SMPS Market Circuit Protection TAM in 2008 AC-DC External - Cell Phone Chargers - Cordless Phones - Modems & Routers - Cordless Tool Chargers - Laptop PC Chargers DC-DC Embedded - Server Power - Industrial Systems AC-DC Embedded - HDTV’s - Desktop PC’s - Office Equipment Drivers Emerging Markets Expands Electric Usage ENERGY STAR Kills Linear Designs Promotes Line Fuse Use New Rules: July 2008 Outsourced Design HDTV Custom Specs SMPS Requires Expert New Products 874 & 875 3.6x10 Fuse 477 HVDC Fuse TVS Diodes Growth Rates

Drivers

Emerging Markets

Expands Electric Usage

ENERGY STAR

Kills Linear Designs

Promotes Line Fuse Use

New Rules: July 2008

Outsourced Design

HDTV Custom Specs

SMPS Requires Expert

TVSS Protection $192M TVSS Market Circuit Protection TAM in 2008 Plug-In TVSS - Line Corded - Power Control Centers - Direct Plug-In Hard-Wired Internal - Whole House Protection - Integrated Breaker Panel - Meter Socket Hard-Wired External - Whole House Protection Individual Equipment Electrical Distribution Growth Rates Drivers Valuable Electronics Worth Protecting Increasingly Sensitive Enterprise Reliability Planned Protection Smart Buildings Valued by Tenants IT Department Demand New Products 25MM MOV 34MM TMOV

Hard-Wired External

- Whole House Protection

Individual Equipment

Electrical Distribution

Drivers

Valuable Electronics

Worth Protecting

Increasingly Sensitive

Enterprise Reliability

Planned Protection

Smart Buildings

Valued by Tenants

IT Department Demand

Medical Market Medical Imaging - CT scan - PET scan - MRI - Ultrasound - X-ray - Electrocardiogram Home Testing/Monitoring (Portable) - Glucose meter - Oxygen meter - Cholesterol meter - Digital thermometer - Blood pressure Clinical/Diagnostic/Therapeutic - Pacemaker - Defibrillator - Hearing aid - Lab equipment/analyzer - Chemical - Blood/tissue - Sample preparation $60M Medical Market Circuit Protection TAM in 2008 New Products Silicon Protection Array 0805/0603 SMD PTC TVS Diode 20A/30A Nano Fuse Drivers Remote monitoring More data Better diagnoses Secure data transfer Upgraded equipment Higher resolution scan Compact form factor Flexible, modular design

Drivers

Remote monitoring

More data

Better diagnoses

Secure data transfer

Upgraded equipment

Higher resolution scan

Compact form factor

Flexible, modular design

Portable Navigation Device Market $10M Portable Navigation Market Circuit Protection TAM in 2008 New Products Silicon Protection Array 0805/0603 SMD PTC 0402 PGB Drivers Increased awareness Decreasing price points Enhanced features Hands-free Cell phone Digital TV

Drivers

Increased awareness

Decreasing price points

Enhanced features

Hands-free

Cell phone

Digital TV

Summary Circuit protection is a growing need Key market segments & applications identied with appropriate Littelfuse protection solutions Telecom White Goods Switch Mode Power Supplies TVSS Medical Portable Navigation Devices If you have any questions please contact your local TTI branch

Circuit protection is a growing need

Key market segments & applications identied with appropriate Littelfuse protection solutions

Telecom

White Goods

Switch Mode Power Supplies

TVSS

Medical

Portable Navigation Devices

If you have any questions please contact your local TTI branch

Thank you! Please visit www.ttiinc.com/marketeye for more information