Table of Contents
INTRODUCTION : DECISION presentation
- Who we are and What we do
- Methodology
- A detailed approach
- From the equipment to the component
- Electronic equipment production
- Global outlook
- Towards a new growth cycle ...
Asia represents half of World electronic production... ...Europe and North America still major production areas
- The new World economic order
- Different growth profiles for electronic production: the more developed
countries
- Different growth profiles for electronic production: the developing
countries
- 2006, a good year for European electronic production
- Migration and specialisation
- The Chinese phenomenon
- Specialisation at work in the West
- The Chinese “black hole”
- Low cost is also in the West
- Towards a new balance between market and production
- Electronic products
- Mass market electronics
- Mass market products : the Asian domination
- TV : the flat screen tsunami
- Mobile phones: 1 billion unit in 2006
- PC : the essential digital platform
Professional electronics
- Professional markets
- IT infrastructures (computer & telecom networks)
- Industrial and medical : a Western leadership
- Aerospace & defence : Battle over the Atlantic
- Automotive electronics
- Automotive electronics
- Fast pervasion of automotive electronics
- Towards a new acceleration ?
- Automotive has turned the tables for electronic suppliers
- North American position and perspectives
- North American leadership remains strong !
- Some growth perspectives ahead for European electronics, new societal
needs
- Electronic Design vs. Production
- Sub-contracting
- EMS industry in better shape after troubles in 2005...
- ODMs still on tracks
- Passive components consumption
- General facts and trends
- Passive vs active components
- Passive components scope
- Passives, a minor position among electronic component (in value) ...
- ...but a dominant position in unit !
- Passives are not just commodities !
- Volume trends for passives
- Passives: « the rumors of my death are an exaggeration... »
(Mark twain)
- Factor #1: The integration myth
- Factor#2: Time to Market drives passive consumption
- Volume trends for passives
- The electronics divide
- Component market segmentation
- Consumption of specific/custom capacitors
- Price trends for passives
- Price, a complex equation
- Raw materials cost evolution since July 2003
- Price: Commodities
- Price: Value Added components
- PRICE per case: the ‘swoosh' curve
- Passives are not on the list of threatened species
- Global passive consumption
- Consumption structure and evolution
- Passive component consumption per application and region
- Passive component consumption and growth trend
- North American OEMs are World 1st customers
- Technological trends
- Is integration really a threat for passives ?
- Major technological trends for passive components
- Detailed passive consumption
- World capacitor consumption
- World capacitor consumption per application
- World capacitor consumption per type
- Towards price stability ?
- World Film Capacitor consumption per application
- Film Capacitors: Technology trends
- World Aluminum Capacitor consumption per application
- World Tantalum Capacitor consumption per application
- Electrolytic Capacitor: Technology trends
- World Ceramic Capacitor consumption per application
- Ceramic Capacitor: Technology trends
- World resistor consumption
- World resistor consumption per application
- European resistor consumption per type
- Resistors: Technology trends
- World magnetic component consumption
- World magnetic component consumption per application
- World magnetic component consumption per type
- Inductors: Technology trends
- Conclusion
- Passive manufacturers
- Passive manufacturers ranking
- Key Success Factors for component manufacturers
- Key points
- ADDENDUM: Consumption of passive component per region
- Capacitor per application, Europe - North America - Japan
- Capacitor per application, China - Other Asia-Pacific - Rest of the
world
- Resistors per application, Europe - North America - Japan
- Resistors per application, China - Other Asia-Pacific - Rest of the
world
- Magnetic per application, Europe - North America - Japan
- Magnetic per application, China - Other Asia-Pacific - Rest of the
world
- Note to the reader
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