Ceramic Capacitors: World Markets, Technologies & Opportunities: 2009-2014

Published by: Paumanok Publications

Published: Dec. 1, 2009 - 246 Pages

Table of Contents

TECHNOLOGY OVERVIEW: 2009

THE TWO TECHNICAL ECONOMIC MAXIMS ASSOCIATED WITH PASSIVE COMPONENTS:

Ubiquitous Nature of Passive Components:

Relationship Between Capacitance and Available Surface Area:

CERAMIC CAPACITORS (THE INDUSTRY WORKHORSE):

Ceramic Capacitor Types:

Multilayered Ceramic Capacitors:

Single Layered Ceramic Capacitors:

Ceramic Capacitor Configurations:

Surface Mount Ceramic Chip Capacitors:

Axial and Radial Leaded Ceramic Capacitors:

MLCC Case Sizes

CERAMIC CAPACITOR METALLIZATION:

Palladium Electrodes:

Nickel Electrodes:

Copper Electrodes:

Termination Materials:

CERAMIC DIELECTRIC MATERIALS:

CERAMIC CAPACITOR CLASSES

Class I Ceramics (NPO/COG):

Developments in COG BME MLCC

Class II Ceramics (X7R/Z5U/Y5V)

X7R Capacitors (BX)

Developments in X7R BME MLCC

The Development of The Popular X5R High Capacitance MLCC:

Z5U (BZ) Capacitors

Y5V Capacitors

Developments in Y5V BME MLCC

Class III Ceramics

WEIGHTS & MEASURES OF MLCC CASE SIZES

TECHNICAL TRENDS AND DIRECTIONS IN THE GLOBAL CERAMIC CAPACITOR INDUSTRY IN 2009

Introduction:

Miniaturization:

Developments in Enhanced MLCC Performance:

Integration Trends:

Market Drivers Behind Ceramic Capacitor Innovation:

Technology Platforms Supporting Innovation:

An Innovative Slowdown for FY 2010:

What The Future Holds for MLCC: 2011-2014

A 22 Year Overview of Technology Development:

The Multiple Compounding Affect On Demand:

The Industry Demands More From MLCC:

For The Future; More of The Same; But With Some Added Twists:

CERAMIC CAPACITORS: WORLD MARKET OVERVIEW: 2009

CERAMICS AS A SUB-SET OF THE GLOBAL CAPACITOR INDUSTRY: 2009

Ceramic Capacitors: 2008-2009

Market Growth in The Worldwide Ceramic Capacitor Industry: 2008-2009 FY Ending March

TOP GLOBAL CERAMIC CAPACITOR MANUFACTURERS: CHANGES IN REVENUES: 2009 FY

CERAMIC CAPACITORS: DEMAND BY TYPE: 2009

High Capacitance Ceramic Capacitor Markets 1.0 to 100 Microfarad: 2009

Low Capacitance Ceramic Capacitor Markets: Picofarad Markets: 2009

Application Specific Ceramic Capacitor Markets: 2009

Ceramic Capacitors: World Market Value By Type: 2009

GLOBAL CERAMIC CAPACITOR CONSUMPTION VALUE & VOLUME BY CONFIGURATION: 2002

Multilayered Ceramic Chip

Single Layered Disc

Multilayered Ceramic Radial Leaded

Multilayered Ceramic Axial Leaded

Multichip Capacitor Array

CERAMIC CAPACITOR CONSUMPTION BY PERFORMANCE CHARACTERISTIC (X7R, X5R,Y5V, NPO, ADDITIONAL VARIATIONS)

X7R Capacitor Markets: 2009

X5R Capacitor Markets: 2009

Y5V Capacitor Markets: 2009

NPO Capacitor Markets: 2009

Other Capacitor Markets With Respect To Performance: 2009

Ceramic Capacitor Demand By End-Use Market Segment: 45

Ceramic Capacitor Consumption Value and Volume By End-Use Market Segment: 2009

Top 16 Product Markets For Ceramic Capacitors By End-Use Market Segment: 2009

Methodology: Reported Market Shares By End-Use Market Segment For The Top 18 Passive

Component Manufacturers

Ceramic Capacitor Content By Key End-Product: 2009

Relationship Between End Product And Capacitor Dollars Per Unit: 2009

Ceramic Capacitors: Regional Markets: 52

Ceramic Capacitor Markets By World Region: Revenue Comparison By Top Producer and World

Region

Shifts In Estimated Ceramic Capacitor Sales By World Region: 2009

The Ceramic Capacitor Market In Greater China: 2009

The Ceramic Capacitor Market In Japan: 2009

The Ceramic Capacitor Market in Europe: 2009

The Ceramic Capacitor Market in North And South America: 2009

Other Solid Markets In The World: 2009

Emerging Markets: BRIC Opportunities:

Ceramic Capacitor Market Shares By Vendor: 56

CERAMIC CAPACITORS: 2009 SALES AND MARKET SHARES

MARKET SHARES BY CERAMIC CAPACITOR TYPE: 2009

Market Shares In Ceramic Capacitors: 2009 Estimates By Type: High Cap 1-100 !F; Low Cap-

Picofarad MLCC <1 !F; and Value-Added Ceramic Capacitors:

Market Shares in High Capacitance MLCC: 2009

Manufacturers of High Capacitance MLCC Between 1 and 100 Microfarad: 2009 Sales and Market

Shares (In Millions of USD)

Low Capacitance (Picofarad) MLCC Market Shares: 2009

Manufacturers of Low Capacitance MLCC (Picofarad Business Segment): 2009 Sales and Market

Shares (In Millions of USD)

Value-Added and Application Specific Ceramic Capacitor Market Shares: 2009

Manufacturers of Low Capacitance MLCC (Picofarad Business Segment): 2009 Sales and Market

Shares (In Millions of USD)

CHANGING MARKET SHARES OVER TIME: 2007-2008-2009

Ceramic Capacitors: Global Market Shares: 2007-2008-2009 FY

CERAMIC CAPACITOR VENDORS: SALES AND MARKET SHARES: FY 2010 FORECAST (A REMARKABLE CHANGE)

Ceramic Capacitors: Market Share Forecasts for FY 2010 (In Millions of USD)

PRODUCTION CAPACITY AND CAPACITY EXPANSION BY VENDOR: 2006-2009

Increases in Ceramic Capacitor Unit Capacity To Produce By Vendor: 2006-2009

Notes on Capacity To Produce In The Ceramic Capacitor Industry: 2009:

TECHNOLOGY IMPACTING MARKETS IN MLCC

CERAMIC CAPACITOR DEMAND BY CASE SIZE: DIELECTRICS IN MOTION: 1991-2009

TRENDS IN BME MLCC CAPACITANCE VALUES: 1995-1998; 1998-2005; 2006-2009 CY

Competitive Environment In X5R High Capacitance MLCC Markets By Maximum !F: 2005 Versus

2009

Changes in Technology By Manufacturer In X5R High Capacitance MLCC Markets By Maximum

!F: 2005 Versus 2009

Competitive Environment In Y5V High Capacitance MLCC Markets By Maximum !F: 2005 Versus

2009

Competitive Environment In Y5V High Capacitance MLCC Markets By Maximum !F: 2005 Versus

2009

Competitive Environment In X7R High Capacitance MLCC Markets By Maximum ìF: 2005

Competitive Environment In X7R High Capacitance MLCC Markets By Maximum !F: 2005 Versus

2009

HEALTH IN THE MLCC SUPPLY CHAIN

HOW CERAMIC DIELECTRIC MATERIALS ARE USED:

TECHNICAL ECONOMICS OF CERAMIC DIELECTRIC MATERIALS:

IMPORTANCE OF RAW MATERIALS (BARIUM CARBONATE AND TITANIUM DIOXIDE)

INDUSTRY SNAPSHOT: UNDERSTANDING THE SUPPLY CHAIN FOR CERAMIC DIELECTRIC MATERIALS:...75

Supply Chain Map Of The Ceramic Dielectric Materials Industry: 2008

GLOBAL CONSUMPTION VOLUME FOR CERAMIC DIELECTRIC MATERIALS: 1999-2007; 2008-2013

FORECAST

Global Market Size and Five Year Forecasts:

Historical Growth In Demand: 1999-2007

CAPTIVE VERSUS MERCHANT MARKET FOR CERAMIC DIELECTRIC MATERIALS: 2008-2013

Captive Market For Ceramic Dielectric Materials: 2008

Captive Market: A Description Of Ceramic Dielectric Materials Produced:

Why Companies Produce Ceramic Dielectric Materials Captively:

Captive Market: Barium Titanate:

Captive Market: Formulations:

Captive Market: Additives:

Captive Market For Ceramic Dielectric Materials: Production Volumes:

MERCHANT MARKET FOR CERAMIC DIELECTRIC MATERIALS: 2008

Merchant Market: A Description Of Ceramic Dielectric Materials Produced:

Merchant Market: Barium Titanate:

Merchant Market: Formulations:

Merchant Market: Additives:

GLOBAL CONSUMPTION VOLUME FOR CERAMIC DIELECTRIC MATERIALS: HISTORICAL (CAPTIVE VERSUS MERCHANT) 1999-2008

CERAMIC DIELECTRIC MATERIAL SALES: MARKET FORECASTS: 2008-2013 (CAPTIVE VERSUS MERCHANT):

GLOBAL MERCHANT MARKET VALUE FOR CERAMIC DIELECTRIC MATERIALS BY TYPE: 2008

Ceramic Dielectric Material Dollar Sales (Merchant Market): 2003-2007-2008F

GLOBAL MERCHANT MARKET FOR CERAMIC DIELECTRIC MATERIALS BY TYPE: 2008

Changes in The Value of Demand for Barium Titanate, Formulations and Additives: 2008 Compared With

2004 CY

BARIUM TITANATE-REASONS FOR MARKET GROWTH: 2008-2013

TECHNICAL ADVANCES IN CAPTIVE PRODUCTION OF BARIUM TITANATE:

REASONS FOR GROWTH IN THE FORMULATIONS MARKETS:

REASONS FOR GROWTH IN THE ADDITIVES MARKETS:

CERAMIC DIELECTRIC MATERIAL VENDORS: 2008 SALES & MARKET SHARES

Summary Table:

Ceramic Dielectric Materials: Market Shares: 2008 versus 2004

(In Millions of USD)

Source: Paumanok Publications, Inc. Based upon company reports and Paumanok’s internal estimates. {In

Millions of USD}

Source: Paumanok Publications, Inc

Ceramic Dielectric Material Vendors: Global Market Shares: 2008

BARIUM CARBONATE MARKET STRUCTURE: 2008

Barium Carbonate (Witherite): Resources By World Region: CY 2007

Global Exports of Barium Carbonate Worldwide: 2007 CY By Country of Origin (In USD)

HEALTH OF BARIUM CARBONATE MINING OPERATIONS: 2008

FUTURE POTENTIAL OF CHINA IN THE SUPPLY CHAIN: 2008

High Purity Barium Carbonate For Electronics: World Markets:2008

Top Vendors of High Purity Barium Carbonate: 2008 Market Shares

VERTICAL INTEGRATION OF MERCHANT VENDORS IN THE BARIUM CARBONATE SUPPLY CHAIN: 2008..89

TITANIUM DIOXIDE MARKET STRUCTURE: 2008

Ilmenite, Leucoxene Ores and Rutile Beach Sand Resources

Titanium Dioxide Processing:

Titanium Oxide Resources Worldwide: Global Exports By Country of Origin: 2007 CY (USD)

Titanium Dioxide Consumption By End-Use Market Segment: 2008

COMPETITIVE ENVIRONMENT IN TITANIUM DIOXIDE SUPPLY TO THE GLOBAL MARKET: 2008

Titanium Dioxide Suppliers To The Global Marketplace: 2007 CY Sales Volume and Market Shares

Merchant Market Reliance; and Captive Production of Ceramic Dielectric Materials By Ceramic

Component Manufacturer: 2007 CY

Ceramic Dielectric Material Consumption By Manufacturer: Merchant versus Captive: 2007 Compared With

2003 (In Tons Avoirdupois)

CERAMIC CAPACITOR PRODUCTION & CORRELATION WITH DIELECTRIC MATERIALS CONSUMED: 2007

CY

GLOBAL CONSUMPTION VOLUME FOR MLCC BY ELECTRODE SYSTEM: 1997-2008(IN BILLIONS OF PIECES)

Growth Rate In Global MLCC Shipments By Electrode System: PGM Versus BME

Barium Titanate Consumption: 1999-2007; 2008-2013 Forecasts

Demand For Ceramic Dielectric Materials From The Merchant Market By Type: 2004-2008; 2008-2013

Forecasts

Global Barium Titanate Consumption Value By Type: 2008 (Oxalate, Hydrothermal, BCZT, Solid

State and Sol-Gel)

Merchant Market For Chemical Oxalate Materials: 2008-2013:

Merchant Market For Hydrothermal Materials: 2008-2013:

Merchant Market For BCZT Process Materials: 2008-2013:

Merchant Market For Solid-State Materials: 2008-2013:

Merchant Market For Sol-Gel Derived Materials: 2008-2013:

World Market For Barium Titanate By Materials Development Process: 2004-2008; 2008-2013

Forecasts

BARIUM TITANATE GROWTH FORECASTS BASED UPON TECHNOLOGY: 2008-2013

Technology Correlation With Thin Ceramic Layers:

Dielectric Layer Thicknesses Achieved by Various Process Methods for Barium Titanate

Dielectric Layer Thicknesses Achieved by Various Process Methods for Barium Titanate

Thin Dielectric Layers Not Only Driven By Increased Capacitance, but Also Volumetric Efficiency of

the MLCC

Barium Titanate Consumption Forecast In Tons By Fired Dielectric Layer Thickness In MLCC:

2008-2013

Pricing For Barium Titanate In The Merchant Market By Type: 2008 (Solid State, Oxalate, BCZT,

Hydrothermal and Sol-Gel):

Global Average Price Per Pound For Barium Titanate By Type: 2004 Versus 2008

(In USD)

Long Term Price Erosion For Barium Titanate Materials: 2008-2013

Global Merchant Market Shares In Barium Titanate Supply To The Ceramic Capacitor Industry:

2008

Growth Rates By Barium Titanate Vendor To The Merchant Market

FORECASTING: A 20-YEAR MARKET ASSESSMENT: TO KNOW

WHERE WE ARE GOING; JUST LOOK TO WHERE WE HAVE BEEN…

SETTING THE STAGE FOR GROWTH AND FUTURE OUTLOOK:

Global Consumption VOLUME for Ceramic Capacitors: 1991-2009; 2010 & 2011 Forecasts (n Billions of Pieces)

Global Consumption VALUE for Ceramic Capacitors: 1991-2009; 2010 & 2011 Forecasts (n Billions of Pieces)

Average Unit Pricing for Ceramic Capacitors: 1991-2009; 2010 & 2011 Forecasts (n Billions of Pieces)

ANNUAL REVENUES IN CERAMIC CAPACITORS: LONG TERM OUTLOOK: 2009-2014

FIVE YEAR CAPACITOR MARKET FORECASTS: 2009-2014

GLOBAL CAPACITOR VOLUME SHIPMENTS BY DIELECTRIC: 2003-2008; 2009-2014F

HIGH CAPACITANCE MLCC SHORTAGES AND EXTENDED LEAD TIMES: NOVEMBER 2009

Global Capacitor Unit Shipments By Dielectric: 2003-2008; 2009-2014F

GLOBAL CAPACITOR VALUE SHIPMENTS BY DIELECTRIC: 2003-2008; 2009-2014F

AVERAGE UNIT PRICING FOR CAPACITORS BY DIELECTRIC: 2003-2007; 2008-2014F

DEMAND BY END PRODUCT MARKET: FORECASTS FOR CERAMIC CAPACITORS BY END PRODUCT

MARKET (VOLUME AND VALUE FORECASTS TO 2014)

FORECASTED MLCC MARKET REQUIREMENTS TO 2014-

TELECOMMUNICATIONS EQUIPMENT AND THE DISCRETE INDUCTOR MARKETS: FY 2009

WIRELESS HANDSETS:

Handset Market Update FY 2008-FY 2009-FY 2010

Global Production Forecasts For Wireless Handsets: 2009-2015 (In Millions of Units)

WIRELESS LAN BOXES:

Global Unit Shipments of Wireless LAN Boxes and Forecasts to 2104

Global Production Forecasts For Wireless LAN Boxes: 2009-2015 (In Millions of Units)

Trends and Directions In Wireless LAN Boxes (802.11a and MIMO): 2009-2014

Outlook for Wireless LAN Box Shipments To 2014:

Computers & Business Machine Market Segment: FY 2009-2010 Outlook

Global Production Forecasts For Notebook & Netbook Personal Computers: 2009-2015 (In Millions of

Units)

Netbook: Unit Shipments for 2010-2014

Market Shares in The Emerging Netbook Computer Market: 2009

Are Netbooks a Threat To The Overall Computer Market For Components?

Global Production Forecasts For Desktop Personal Computers: 2009-2015 (In Millions of Units)

Global Production Forecasts For Computer Printers: 2009-2015 (In Millions of Units)

CONSUMER ELECTRONICS:

LCD and PDP TV Set Production and Outlook: 2010-2015

Global Production Forecasts For LCD and PDP TV Sets: 2009-2015 (In Millions of Units)

Global Production Forecasts For CRT TV Sets: 2009-2015 (In Millions of Units)

Digital TV Market Trends: Temporary Slowdown, But Growth Drivers Remain Apparent: 2010-2015

Key Growth Catalysts In Digital Television Sets: 2009-2015

Future Trends: Connected TVs, Multi-Standard Media Decoders and The Inductor Market: 2010-2015

Transition To Digital TV Standards in Developing Nations: 2010-2015.

DVD-R Market Outlook: 2010-2015:

Global Production Forecasts For DVD Recorder Boxes: 2009-2015 (In Millions of Units)

High-Definition TV Set Sales Strongly Relate to DVR Sales.

Most of The World’s Population Still Receive TV over Analog Channels

Planned Switch To Digital TV Signal By Country To 2016:

Key Technical-Economic Trends Impacting DVD-R: 2010-2015

BRIC Economies Adopting Red-Laser DVDs:

Opportunities in The Emerging Automotive DVD Market Segment

Blue-Ray and Upconverter DVD Trends: 2010-2015:

Set-Top Video Game Device Market Outlook: 2010-2015:

Global Production Forecasts For Set Top Video Game Consoles: 2009-2015 (In Millions of Units)

Portable Video Game Device Market Outlook: 2010-2015:

Global Production Forecasts For Portable Video Game Consoles: 2009-2015 (In Millions of Units)

Video Game Market Outlook: Upgrades and MEMs in 2011-2012

Video Game Companion Electronic Devices: A New Market Opportunity

Pricing Pressure For Next Generation Game Consoles:

Next Generation Portable Gaming Trends: 2010-2015

Portable Audio Device Market Outlook: 2010-2015:

Global Production Forecasts For MP3 Audio Players: 2009-2015 (In Millions of Units)

Portable Audio Devices: Technical Trends and Directions: 2010-2014

Key Growth Drivers In Portable Audio Players: 2010-2015

Wireless Connectivity:

Video Enabled Portable Audio Players:

Digital Still Camera Market Outlook: 2010-2015:

Global Production Forecasts For Digital Still Camera2009-2015 (In Millions of Units)

Digital Cameras: Technical Trends and Directions: 2010-2015

Threats To The Near-Term Market Cycle:

Coming Changes In Camera Technology: 2010-2015

The Development of High Definition Hybrid Cameras: 2010-2015:

Wi-Fi Enabled Digital Cameras: 2010-2015:

Digital Single-Lens Reflect (DSLR) Technology:

Automotive Electronics Market Segment: FY 2009-2010 Outlook

Global Light Class 3-8 Vehicle Sales Outlook To 2015:

Global Class 3-7 Sedan and Class 8 Truck Production Forecasts: 2009-2015

Growing Demand for Hybrid Vehicle Technologies

Hybrid Solution Should Change The Numbers For Passive Content Per Automobile:

Automotive: Overall Impact On Passive Components:

The Market For White Goods and Outlook To 2015:

Global Production Volume for White Goods: 2009-2014 Forecasts (In Millions of Units)

Global Market Outlook For Lighting Ballasts: 2010-2015:

Global Production Volume for Electronic Slim Line and Rapid Start Lighting Ballasts: 2009-2014 Forecasts

(In Millions of Units)

MEDICAL ELECTRONICS: GLOBAL MARKET OUTLOOK

DEFENSE ELECTRONICS: GLOBAL MARKET OUTLOOK

Changes in Defense Spending On Electronics in 2009:

MINING AND OILWELL ELECTRONICS: GLOBAL MARKET OUTLOOK

Major Vendors of Defense Related and Application Specific Inductors: 2009

Emerging Markets and Opportunities For Ceramic Capacitor Manufacturers: 2010-2015

APPLICATIONS THAT WILL DRIVE THE FUTURE GROWTH OF INDUCTOR CONTENT IN DIGITAL

ELECTRONICS:

Mobile Internet Devices (MIDs):

The Combination of Communications Features and Functionality In Traditional Consumer

Electronics:

The Proliferation of Touch Screen Interfaces:

Digital Photoframes and Connected Displays:

Six New Consumer Technologies That Will Grow The Inductor Market:

COMPETITIVE ANALYSIS OF THE WORLD’S TOP CERAMIC

CAPACITOR COMPANIES: 2009

AVX/KYOCERA CORPORATION (NYSE: AVX : RIC 6971:):

AVX Corporation

KEY DATA:

SALES: USD (FISCAL YEAR ENDING MARCH 31)

2009 UPDATE:

AVX Sales by World Region Update for 2009:

Average Selling Price Update: 2009

AVX: June 2009 Forecast

Sales By End Use Market Segment (Quarter to Quarter) Update: 2009

AVX Change In Revenues By Product Line: 2009

AVX: Total Capacitor Sales Estimates 2009 By Dielectric at AVX (Advanced Products Group and

Commercial Products Group Combined:

AVX Change In Revenues By Distribution Channel: 2009

Kyocera (AVX) Corporation Reports in 2009:

December Quarterly Revenues:

AVX Grows 6.3% Quarter-To-Quarter September 2009; Cash On Hand Now At $864 MM USD...149

AVX: Recent Acquisitions:

Company Description:

Historical Financial Data: 1997-2009

AVX Passive Component Revenues:

Business Analysis:

AVX Revenues by World Region:

EPCOS AG

2009 UPDATE:

LATEST EPCOS FINANCIAL DEVELOPMENTS:

EPCOS Grows 16% Quarter-To-Quarter; Forecasts 1 to 3% Growth in December 2009 Quarter .153

Year Over Year Sales Estimates For 2009:

Changes By Operating Unit 1H 2009: Focus on Ceramics

EPCOS: Change In Sales By End-Use Market Segment:

Changes in Sales By World Region:

Corporate Description:

Historical Financial Data:

I A) Capacitors:

I B) Inductors:

Division II: Ceramic Components

Division III: SAW Components

How Revenues are Distributed By Division at EPCOS AG: 2008

Expected Changes in EPCOS Revenues YoY Through September 2009 Forecast By Division:

EPCOS Passive Component Revenues:

EPCOS Strategy Analysis:

EPCOS Revenues by World Region:

EPCOS Revenues By World Region: 2008 and Forecasts for 2009 (In Millions of Euro)

EPCOS Revenues by End-Use Market Segment:

EPCOS Forecasted Change In Revenues By End-Use Market Segment (Sept 2008 to Sept 2009): In Millions

of Euros

EPCOS Manufacturing Facilities & Production By World Region:

Headcount adjustments unavoidable

EPCOS Recent Technology Developments:

Other Acquisitions and Joint Ventures:

Outlook:

KEMET ELECTRONICS (NYSE: KEM):

KEMET ELECTRONICS: 2009 UPDATE

March 2009 Quarterly Update:

KEMET Grows 15.4% Quarter-To-Quarter in September 2009; Generates Positive Operating

Income; Ceramic Profitable for The First Time in 10 years. The Right Combination of Cost Cuts and

Change in Product Mix

Other Information for the Fiscal Year:

Estimated Revenue Forecast By Product Group: 2009- 2010

Company Description:

Historical Financial Data:

Kemet Passive Component Revenues By Product Line:

Kemet Expansion Strategy Analysis:

2009-2010 Expansion Plans in The United States:

Kemet Revenues by World Region: Shift in Sales

European Sales Update: 2009

Asia Sales Update: 2009

Americas Update: 2009.

Kemet Corporation: Change in Revenues by World Region: 2006-2009

Kemet Revenues by End-Use Market Segment:

2009 Update Of Sales By Channel Of Distribution:

Kemet Plant Consolidation Plans:

Kemet Technology Assessment:

Kemet Quarterly Outlook:

MURATA MANUFACTURING COMPANY LIMITED (RIC: 6981):

COMPANY SALES DATA:2009 UPDATE (ENTIRE COMPANY)

Murata Revises Revenue Guidance Upward For September 2009 Quarter; Plans To Compete

Directly Against Korea and China on Cost

2009 CAPACITOR SALES UPDATE:

FY 2010 Outlook For Capacitors:

Company Description:

Historical Financial Ratios

Murata Capacitor Revenues:

Murata Strategy Analysis:

Murata Revenues by World Region:

2009 Update: Changes By World Region

Murata Revenues by End-Use Market Segment:

Segment Sales Update: 2009

Murata Manufacturing Footprint by Region/Site:

Murata Technology Assessment:

Class II Ceramic Capacitor Developments:

Class I Ceramic Capacitor Developments:

Passive Component Integration:

AVX/KYOCERA CORPORATION (NYSE: AVX : RIC 6971:):

AVX Corporation

KEY DATA:

SALES: USD (FISCAL YEAR ENDING MARCH 31)

2009 UPDATE:

AVX Sales by World Region Update for 2009:

Average Selling Price Update: 2009

AVX: June 2009 Forecast

Sales By End Use Market Segment (Quarter to Quarter) Update: 2009

AVX Change In Revenues By Product Line: 2009

AVX: Total Capacitor Sales Estimates 2009 By Dielectric at AVX (Advanced Products Group and

Commercial Products Group Combined:

AVX Change In Revenues By Distribution Channel: 2009

Kyocera (AVX) Corporation Reports in 2009:

December Quarterly Revenues:

AVX Corporation Reports 7.4% Increase in March 2009 Quarter-To-Quarter Sales; Down 26.4%

YoY

AVX: Recent Acquisitions:

Company Description:

Historical Financial Data: 1997-2009

AVX Passive Component Revenues:

Business Analysis:

AVX Revenues by World Region:

EPCOS AG

2009 UPDATE:

Year Over Year Sales Estimates For 2009:

Changes By Operating Unit 1H 2009: Focus on Ceramics

EPCOS: Change In Sales By End-Use Market Segment:

Changes in Sales By World Region:

Corporate Description:

Historical Financial Data:

I A) Capacitors:

I B) Inductors:

Division II: Ceramic Components

Division III: SAW Components

How Revenues are Distributed By Division at EPCOS AG: 2008

Expected Changes in EPCOS Revenues YoY Through September 2009 Forecast By Division:

EPCOS Passive Component Revenues:

EPCOS Strategy Analysis:

EPCOS Revenues by World Region:

EPCOS Revenues By World Region: 2008 and Forecasts for 2009 (In Millions of Euro)

EPCOS Revenues by End-Use Market Segment:

EPCOS Forecasted Change In Revenues By End-Use Market Segment (Sept 2008 to Sept 2009): In Millions

of Euros

EPCOS Manufacturing Facilities & Production By World Region:

Headcount adjustments unavoidable

EPCOS Recent Technology Developments:

Other Acquisitions and Joint Ventures:

Outlook:

KEMET ELECTRONICS (NYSE: KEM):

KEMET ELECTRONICS: 2009 UPDATE

March 2009 Quarterly Update:

Kemet Reports 10.4% Sequential Increase in June 2009 Capacitor Sales; Down 38.1% on a YoY

basis

Cost of Goods Sold:

Other Information for the Fiscal Year:

Estimated Revenue Forecast By Product Group: 2009- 2010

Company Description:

Historical Financial Data:

Kemet Passive Component Revenues By Product Line:

Kemet Expansion Strategy Analysis:

2009-2010 Expansion Plans in The United States:

Kemet Revenues by World Region: Shift in Sales

European Sales Update: 2009

Asia Sales Update: 2009

Americas Update: 2009.

Kemet Corporation: Change in Revenues by World Region: 2006-2009

Kemet Revenues by End-Use Market Segment:

2009 Update Of Sales By Channel Of Distribution:

Kemet Plant Consolidation Plans:

Kemet Technology Assessment:

Kemet Quarterly Outlook:

MURATA MANUFACTURING COMPANY LIMITED (RIC: 6981):

COMPANY SALES DATA:2009 UPDATE (ENTIRE COMPANY)

Murata Capacitor Sales Increase 34% Sequentially In June 2009 Quarter; Down 29.1% YoY

2009 CAPACITOR SALES UPDATE:

FY 2010 Outlook For Capacitors:

Company Description:

Historical Financial Ratios

Murata Capacitor Revenues:

Murata Strategy Analysis:

Murata Revenues by World Region:

2009 Update: Changes By World Region

Murata Revenues by End-Use Market Segment:

Segment Sales Update: 2009

Murata Manufacturing Footprint by Region/Site:

Murata Technology Assessment:

Class II Ceramic Capacitor Developments:

Class I Ceramic Capacitor Developments:

Passive Component Integration:

PANASONIC ELECTRONIC DEVICES (RIC: 6752):

Matsushita Electric Industrial Co., Limited

Company Description:

Panasonic Revenue Update 2009:

Components and Devices

Panasonic Components and Devices Group Reports 13.9% Growth in September 2009 Quarter;

Cites TV and PC Business Growth

Murata Buys Panasonic Electronic Devices' MLCC Unit

Passive Component and Other Product Lines:

Historical Financial Data

2009 Earnings Update:

Panasonic Passive Component Revenues:

Panasonic Revenues by World Region:

Panasonic Revenues by End-Use Market Segment:

Panasonic Passive Component Production By World Region & Plant Location:

Panasonic Technology Assessment:

Outlook for Fiscal 2010- MLCC Purchased By Murata:

SAMSUNG ELECTRO-MECHANICAL (KSE: 009150):

Phone

Home Page

2009 UPDATE:

Samsung 2009 March Quarter:

SEMCO Total Revenues:

SEMCO Revenues by MLCC Capacitance Value:

Company Description:

Historical Financial Data (Consolidated)

SEMCO Passive Component Revenues:

SEMCO Revenues by World Region:

SEMCO Revenues by End-Use Market Segment:

SEMCO Expansion Strategy:

SEMCO Technology Assessment:

TAIYO YUDEN COMPANY LIMITED (RIC: 6976):

Taiyo Yuden Co Ltd

2009 UPDATE:

Japan Production Ratio Versus Japan Sales Data:

Company Description:

Taiyo Yuden Passive Component Revenues:

Taiyo Yuden Revenues by World Region:

Taiyo Yuden Revenues by End-Use Market Segment:

Capacity Expansion Since 1999:

Reasons For 2006-2007 Expansion:

Regional Expansion Analysis (Japan, China, Malaysia, Korea, Philippines):

TDK CORPORATION (RIC: 6762):

2009 UPDATE:

TDK Corporation Reports 30.5% Sequential Increase in June 2009 Quarter Sales; Down 4.8% YoY

TDK Ceramic Capacitor Sales: 2008 to 2009 (34%)

TDK Electronic Material Group Forecasts: 2010-2012

Streamlining Capacitor Operations In Japan:

Company Description:

TDK Passive Component Revenues:

TDK Revenues by World Region:

TDK Revenues by End-Use Market Segment:

TDK Expansion Strategy Analysis:

TDK Operational Structure For The Capacitor Group (Termination)

New Profit Pillars At TDK (MLCC, Inductor and HDD):

TDK Manufacturing Footprint by Region/Site:

TDK MERGER WITH EPCOS AG TO FORM TDK EP

Why It Makes Sense:

Where the Synergies are for Both Revenues and Earnings:

What Does this Level Of Consolidation Mean For The Passive Components Industry?

The Multiple Dielectric Strategy:

VISHAY INTERTECHNOLOGY (NYSE:VSH)

2009 UPDATE

Vishay Grows 14.2% in The September 2009 Quarter; Expects 1% to 8.5% Growth In The December

Quarter

Vishay Reports 2.4% Sequential Increase in June 2009 Quarterly Revenues; Down 40.6% on a YoY

Basis

Costs of Goods Sold in 2009:

Company Description:

Company Description:

Vishay Passive Component Revenues:

Vishay Revenues by World Region:

Vishay Revenues by End-Use Market Segment:

Vishay Production of Passive Components By World Region:

THE VISHAY PORTFOLIO IN CERAMIC CAPACITORS:

WALSIN TECHNOLOGY CORPORATION (2492):

Phone

Home Page

2009 UPDATE

Walsin Technology Corporation Reports a 6.13% Increase in July 2009 Sales on a Month-to-Month

Basis

Benefit of Non-Yen Based Manufacturing:

Passive Components As a Percentage of Overall Sales In 2009:

Company Description:

Walsin Passive Component Revenues:

Walsin Revenues by World Region:

Walsin Revenues by End-Use Market Segment:

Walsin Expansion Strategy Analysis:

Walsin Monthly MLCC and Chip R Output 2008:

Walsin Technology Development

Walsin Capacity Expansion 2008:

Walsin plans new high-capacitance MLCC plant

YAGEO CORPORATION (TW 2327):

2009 UPDATE:

Yageo Reports October 2009 Sales of NT$ 1,860 million; Sales Impacted By China Holiday

Yageo Monthly Sales Data: 2007-2009 (NT$: 100MM)

Yageo Reports Quarter-To-Quarter June 2009 Increase of 21.4% in Revenues

Company Description:

Yageo Passive Component Revenues:

Yageo Revenues by World Region:

Yageo Revenues by End-Use Market Segment:

Yageo Expansion Strategy Analysis:

Abstract

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