Ceramic Dielectric Materials: World Markets, Technologies & Opportunities: 2008-2013

Table of Contents

TABLE OF CONTENTS

1.0 CERAMIC DIELECTRIC MATERIALS: INTRODUCTION

• 1.1 HOW CERAMIC DIELECTRIC MATERIALS ARE USED:.
• 1.2 TECHNICAL ECONOMICS OF CERAMIC DIELECTRIC MATERIALS:
  • Scientific Maxim #1: Capacitance & Surface Area:
• 1.3 IMPORTANCE OF RAW MATERIALS (BARIUM CARBONATE AND TITANIUM DIOXIDE)
  • Scientific Maxim #2: The Requirement of Capacitance In Electronic Circuits:
• 1.4 INDUSTRY SNAPSHOT: UNDERSTANDING THE SUPPLY CHAIN FOR CERAMIC DIELECTRIC MATERIALS:
  • Supply Chain Map Of The Ceramic Dielectric Materials Industry: 2008

1.5 THE GLOBAL MARKET FOR CERAMIC DIELECTRIC MATERIALS: 2008-2013

• DEFINITION OF CERAMIC DIELECTRIC MATERIALS INCLUDED IN THIS REPORT
• 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
• 1.6 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:
• 1.7 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:.
• 1.8 GLOBAL CONSUMPTION VOLUME FOR CERAMIC DIELECTRIC MATERIALS: HISTORICAL (CAPTIVE VERSUS MERCHANT) 1999-2008
• 1.9 CERAMIC DIELECTRIC MATERIAL SALES: MARKET FORECASTS: 2008-2013 (CAPTIVE VERSUS MERCHANT):
• 1.10 GLOBAL MERCHANT MARKET VALUE FOR CERAMIC DIELECTRIC MATERIALS BY TYPE: 2008
  • Ceramic Dielectric Material Dollar Sales (Merchant Market): 2003-2007-2008F
• 1.11 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
• 1.12 BARIUM TITANATE-REASONS FOR MARKET GROWTH: 2008-2013
• 1.13 TECHNICAL ADVANCES IN CAPTIVE PRODUCTION OF BARIUM TITANATE:
• 1.14 REASONS FOR GROWTH IN THE FORMULATIONS MARKETS:
• 1.15 REASONS FOR GROWTH IN THE ADDITIVES MARKETS:
• 1.16 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} 19
  • Source: Paumanok Publications, Inc
  • Ceramic Dielectric Material Vendors: Global Market Shares: 2008
• 1.17 PROFITABILITY INDEX BY SEGMENT (BARIUM TITANATE, FORMULATIONS, ADDITIVES):
  • Additives Business Segment:
  • Formulations Business Segment:
  • Barium Titanate Business Segment:

1.18 FEEDSTOCK MATERIAL MARKETS: 2008

• 1.19 THE HEALTH OF THE CERAMIC CAPACITOR SUPPLY CHAIN: 2008
  • How Barium Titanate Is Manufactured:
  • Importance of Barium Carbonate and Titanium Dioxide:
  • Price Increases for Barium Carbonate and Titanium Dioxide:
  • Barium, Titanium and Additive Powders Consumed In Barium Titanate By Weight: 2008
  • Titanium Dioxide Consumption In Ceramic Dielectric Materials: Value, Volume: and Pricing 2008
  • Barium Carbonate Consumption In Ceramic Dielectric Materials: Value, Volume: and Pricing 2008
  • Additives Consumption In Ceramic Dielectric Materials: Value, Volume: and Pricing 2008
• 1.20 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)
• 1.21 HEALTH OF BARIUM CARBONATE MINING OPERATIONS: 2008
• 1.22 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
• 1.23 VERTICAL INTEGRATION OF MERCHANT VENDORS IN THE BARIUM CARBONATE SUPPLY CHAIN: 2008
• 1.24 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
• 1.25 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

1.26 GLOBAL MERCHANT MARKET FOR CERAMIC DIELECTRIC MATERIALS: 2008-2013

• 1.27 IMPORTANCE OF STABILITY IN THE BARIUM TITANATE SUPPLY CHAIN:
• 1.28 MERCHANT MARKET: CERAMIC DIELECTRIC MATERIALS: OVERVIEW: 2008
  • Volume Of Ceramic Dielectric Material Consumption: 1999-2007; 2008-2013 Forecast
  • Merchant Market Consumption Volume For Ceramic Dielectric Materials By Customer: 2007 (In Tons)
  • 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 Advoirdupis)
• 1.29 GLOBAL CAPACITOR VOLUME SHIPMENTS BY DIELECTRIC: 2003-2007; 2008-2013F
  • Global Capacitor Unit Shipments By Dielectric: 2003-2007; 2008-2013F
  • Ceramic Capacitor Production & Corelation With Dielectric Materials Consumed: 2007 CY
• 1.30
  • CAPACITY EXPANSION IN THE GLOBAL CERAMIC CAPACITOR INDUSTRY: CALANDER YEAR 2006-2007
• 1.31 JUSTIFICATION FOR CAPACITY EXPANSION: 2007
• 1.32 MLCC PRODUCTION FORECASTS BY CASE SIZE: 2008-2013
  • Growth In The Ultra-Small Case Size MLCC; and in Large Chips For High Capacitance Parts:
• 1.33 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
• 1.34 ADDITIONAL MARKETS: CERAMIC PTC THERMISTORS
  • Ceramic PTC Construction (Barium Titanate)
• 1.35 CERAMIC PTC AND ENCROACHMENT BY POLYMER PTC DESIGNS
  • Ceramic and Polymer PTC Thermistor & Switch Suppliers: 2008 Sales & Market Shares
  • 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) 40
  • Merchant Market For Chemical Oxalate Materials: 2008-2013:
  • Merchant Market For Hydrothermal Materials: 2008-2013:
  • Specifications For HTBT Powder:
  • 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:
  • Specifications For Sol-Gel Derived BT (Lab Only):
  • World Market For Barium Titanate By Materials Development Process: 2004-2008; 2008-2013 Forecasts
• 1.36 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 43
  • Barium Titanate Consumption Forecast In Tons By Fired Dielectric Layer Thickness In MLCC: 2008-201343
  • 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
  • 2004 to 2008 Growth Rates By Barium Titanate Vendor To The Merchant Market
• 1.38 GLOBAL MARKET OVERVIEW: FORMULATIONS BUSINESS MODEL
  • Captive Consumption Of BT In Formulations:
  • The NPO Formulations Market:
  • The X7R/X5R Formulations Market:
  • The Y5V Formulations Market:
  • Global Merchant Market For Ceramic Dielectric Formulations: 2008 Forecast
  • Global Merchant Market Suppliers for Ceramic Dielectric Formulations: 2008 Market Share Forecasts
• 1.39 THE GLOBAL ADDITIVES MARKET:
  • Global Suppliers of Additives To The Ceramic Capacitor Industry: 2008

1.40 ROADMAP IN CERAMIC NANO-TECHNOLOGY: 2008-2013

• 1.41 MLCC REQUIRING THIN DIELECTRIC LAYERS: 2008-2013
  • Applications For High Capacitance BME MLCC
  • BT Markets For MLCC Applications Less Than 1 Micron: 2008-2013
  • MLCC Vendors Working On 1 Micron Layers
  • Nickel Electrode Powder Development :
  • Requirements For New Capacitor Development: 2008-2013
  • High Purity Precursors:
  • Fired Thickness Capabilities:
  • Powder Shape and Consistency:
  • Dispersion In Slurry:
  • Electrode Matching & Leach Prevention:
  • Tape Yield Ratios:
  • Green Tape Production
  • MLCC Advancement In X7R/X5R Technology: 1997-2004; 2004-2008
  • Generational Advancement of the X7R/X5R 1206 Case Size MLCC
• 1.42 TECHNICAL TRENDS & DIRECTIONS IN DIELECTRIC LAYERS:
  • Trends in !m Thickness of Fired MLCC Dielectric Layers: 1988-2008
  • Trends in The Number of Dielectric Layers In the 1206 EIA MLCC
  • Trends in Capacitance Value For The EIA 1206 MLCC Case Size At TDK

1.43 RESOURCES:

• SUPPLIERS OF CERAMIC DIELECTRIC MATERIALS TO THE ELECTRONIC COMPONENTS INDUSTRY

1.44 ALFA AESAR

1.45 BRICEM

• Beijing Research Institute of Chemical Engineering and Metallurgy

1.46 CERTRONIC INDUSTRIA E COMERCIO LTDA

1.47 CHONGQING SOUTHERN CHEMICALS CO., LTD

1.48 CRISTAL/LYONDELL (THE NATIONAL TITANIUM DIOXIDE COMPANY)

• Kingdom Holding Company

1.49 DUPONT TITANIUM TECHNOLOGIES

• Important Price Increases Effective 2008
• Titanium Dioxide (TiO2)Prices and Pricing Information

1.50 FERRO CORPORATION

• Ferro' s Relevance To This Study:
• Position as a Global Supplier To The Ceramic Capacitor Industry:
• Ten Year Revenue Analysis:
• Ferro Electronic Materials Sales: 2003-2008
• Electronic Materials Group: Product Offerings:
• Niagara Falls: Update
• South Plainfield Update:
• Ferro: Revenues By World Region: 2003 Versus 2008
• Ferro Corp.: Key Acquisitions in Electronic Materials Group: 1998-2008
• Ferro Corp. Revenues By Product Line (Electronics Group Only- Ceramics Versus Metals)
• Ferro: 1Q 2008 Developments:
• Ferro: 2007 CY Developments:

1.51 FUJI TITANIUM INDUSTRY CO., LTD. (ISK GROUP SUBSIDIARY)

• Fuji Titanium: Ten-Year Revenue Analysis:
• Fuji Titanium Revenues: (1998-2006; 2007 and 2008 Estimated): In Millions of USD
• Fuji Titanium: Ten Year Revenue Analysis By Product Line (Titanium Dioxide versus Electronic
• Fuji Titanium: Revenues By Product Group (In Millions of USD)
• Fuji Titanium: Position In The Global Capacitor Materials Industry: 2008
• Fuji Titanium: Acquisition by ISK:
• Fuji Titanium: Electronic Materials Product Line:

1.52 GENNUM CORP

• Gennum: Barium Strontium Titanate For On-Chip Applications

1.53 HANWHA CHEMICAL CORPORATION

1.54 CHANGZHOU JIARUN FINE CHEMICALS CO.,LTD

1.55 HANHUA SPECIALTY CHEMICALS

1.56 HUNSTMAN INTERNATIONAL LLC

• Price Increases for Titanium Dioxide: 2008

1.58 KCM CORPORATION (KYORITSU CERAMIC MATERIALS CO. LTD.)

• KCM Changes in Revenues: 1996-2008

1.59 KRONOS WORLDWIDE, INC

• Kronos 3025 Titanium Dioxide

1.60 LORAD CHEMICAL CORPORATION

1.61 MINSIE CHEMICAL PLANT

1.62 MRA LABORATORIES, INC

1.63 NANOMATERIALS COMPANY

1.64 NIPPON CHEMICAL INDUSTRIAL (JCI)

• Introduction To NCI:
• NCI Relevance To This Study:
• NCI Electronic Materials Product Line:
• Coated Powders (Bright):
• JCI Company Revenues: 1999-2008
• Important Factory- Fukushima Daiichi Factory
• NCI Revenues By Product Line:
• NCI: BT Derived From Oxalate:

1.65 NOAH TECHNOLOGIES CORPORATION

1.66 SAKAI CHEMICAL INDUSTRY COMPANY LIMITED

• Sakai: Main Product Lines:
• Sakai: Company Revenues (1996-2008)
• Sakai: Total Sales To The Ceramic Components Industry:
• Sakai: HTBT Revenues:

1.67 SAMSUNG FINE CHEMICAL (SFC)

• SFC Electronic Materials Group:
• Samsung BTP Sales and Developments:

1.68 SOLVAY BARIUM STRONTIUM GMBH

• Solvay Barium Carbonate
• Solvay BST Production Facilities:

1.69 THERMOGRADE PROCESS TECHNOLOGY LIMITED

1.70 TOHO TITANIUM COMPANY LIMITED

• TOHO Titanium Revenue Analysis: 2003-2008
• TOHO Titanium Sales By Product Grouping: 2007
• TOHO Titanium: Electronic Materials Group Sales: 2002-2008
• Ceramic Powder Versus Ultra-Fine Nickel Powder Sales At Toho:

1.71 TPL INDUSTRIES.

1.72 TRONOX INCORPORATED.

1.74 XIN JI NA XIN ELECTRONIC MATERIAL CO. LTD

SUMMARY OF COMPETITORS:.

• 1.75 GLOBAL SUPPLIERS OF BARIUM CARBONATE, TITANIUM DIOXIDE, BARIUM TITANATE, FORMULATIONS AND ADDITIVES BY TYPE: 2008
• 1.76 GLOBAL SUPPLIERS OF BARIUM TITANATE BY PROCESS TECHNOLOGY: 2008
• 1.77 VENDORS OF FORMULATIONS BY TYPE: 2008