Table of Contents
1.0 CAPACITORS: GLOBAL MARKETS BY TYPE: 2009
- GLOBAL CAPACITOR MARKET VALUE: 2008-2009 FY ENDING MARC 10
- GLOBAL CAPACITOR MARKET VOLUME: 2008-2009 11
- GLOBAL CAPACITOR MARKET REVENUE FORECASTS BY DIELECTRIC: 2008-2009 FY
ENDING MARCH 12
- Ceramic Capacitors: 2008-2009 12
- Aluminum Electrolytic Capacitors: 2008-2009 12
- Tantalum Capacitors: 2008-2009 12
- DC Film Capacitors: 2008-2009 13
- AC Power Film Capacitors: 2008-2009 13
- Other Capacitors: 2008-2009 14
- Market Growth in The Worldwide Capacitor Industry By Dielectric:
2008-2009 FY Ending March 15
- TOP GLOBAL CAPACITOR MANUFACTURERS: CHANGES IN REVENUES: 2009 FY 17
- Top 18 Vendors of Capacitors: Change in 2008FY-2009 FY Revenues 18
- REFERENCES: 19
- REFERENCE 1.1: AVX. 19
- AVX: Total Capacitor Sales Estimates 2009 By Dielectric at AVX (Advanced
Products Group and Commercial Products Group Combined): 19
- REFERENCE 1.2: EPCOS. 20
- EPCOS: Forecasted Changes in Revenues By Division 20
- Expected Changes in EPCOS Revenues YoY Through September 2009 Forecast
By Division: 20
- REFERENCE 1.3: KEMET. 23
- Kemet Passive Component Revenues By Product Line: 23
- REFERENCE 1.4: MURATA. 25
- Murata 2009 Capacitor Sales Update: 25
- REFERENCE 1.5: NEC-TOKIN. 25
- NEC-Tokin Passive Component Revenue Update: 2009 25
- REFERENCE 1.6: NICHICON. 26
- Nichicon Revenue Growth By Capacitor Type (Al203, Ta205, Film, EDLC) 26
- REFERENCE 1.7: NIPPON CHEMI-CON 27
- Nippon Chemi-Con: Capacitor Group Estimates: 2009 27
- REFERENCE 1.8: PANASONIC. 27
- Panasonic: Components and Devices Division Down 21% 27
- REFERENCE 1.9: SAMSUNG. 28
- Samsung: MLCC A Bright Spot Amidst Troubled Rivals 28
- REFERENCE 1.10: TAIYO YUDEN. 28
- REFERENCE 1.10: TDK. 29
- TDK Corporation: MLCC Sales Down 34% 29
- REFERENCE 1.11: VISHAY. 30
- Vishay Passive Components Group Sales Decline of 27.5% 30
- REFERENCE 1.12: WALSIN. 31
- Walsin: Passive Components As a Percentage of Overall Sales In 2009: 31
- REFERENCE 1.13: YAGEO. 31
- Yageo Monthly Revenues: 2008-2009 31
- Yageo Monthly Sales Data: 2007-2009 (NT$: 100MM) 32
2.0 MARKETS BY WORLD REGION: 2009 33
- REGIONAL SALES TRENDS IN CAPACITORS: 2009 33
- Changes in Passive Component Demand By World Region: 2009 - 2010
Forecasts 33
- PRIMARY REFERENCE: TOP 18 PASSIVE COMPONENT MANUFACTURERS: REVENUES BY
WORLD REGION: 2008 34
- Primary Methodology For Determining Capacitor Consumption by World
Region: 34
- International Trade of Capacitors: Every Country Needs Them 35
- The Massive International Trade In Capacitors: 35
- Exposure Levels To World Regions: Manufacturers of Passive
- Components and Percentage of Revenues by World Region: FY 2008 36
- Notes on Consumption In Japan: 2009 36
- REGIONAL DEMAND: CHANGES ON THE MARKET IN 2009/2010 37
- Note on June 2009 Factory Orders: 37
- REFERENCE 2.1: AVX 37
- AVX Sales by World Region-Update for 2009: 37
- AVX Revenues By World Region: 2009 Year End-Estimates: 38
- REFERENCE 2.2: EPCOS 38
- EPCOS: European Sales Fall 40% On Weak Auto and Industrial Markets- 38
- REFERENCE 2.3: KEMET 39
- Kemet Revenues by World Region: Shift in Sales 39
- European Sales Update: 2009 39
- Asia Sales Update: 2009 39
- Americas Update: 2009 39
- Kemet Corporation: Change in Revenues by World Region: 2006-2009 40
- REFERENCE 2.4: MURATA 40
3.0 DEMAND BY ENDUSE MARKET SEGMENT: 2009
- PASSIVE COMPONENT CONSUMPTION BY END-USE MARKET SEGMENT: 2009 FY ENDING
MARCH 41
- Consumption Value For Capacitors BY End Use Market Segment: 2008 FY (In
Millions of USD) 42
- Global Consumption Value for Capacitors By End-Use Market Segment:
2007-2010F 43
- Consumer AV Markets: 2010 FY Capacitor Consumption Forecast: 43
- Telecom Handset Business Markets: 2010 FY Capacitor Consumption
Forecast: 43
- Computer and Business Machine Segment: 2010 FY Capacitor Consumption
Forecast: 43
- Automotive Electronics Segment: 2010 FY Capacitor Consumption Forecast:
43
- Power and Industrial Segment: 2010 FY Capacitor Consumption Forecast: 44
- Defense, Medical, Oilwell and Mining Electronics Segments: 2010 FY
Capacitor Consumption Forecast: 44
- Changes in Capacitor Demand By End-Use Market Segment: 2009 FY 1H 46
- Individual Areas of Positive Business Activity: 1H 2009 as Noted By The
Vendors 46
- REFERENCE 3.1: AVX 47
- AVX: Medical and Defense Markets Remain Strong: 48
- Sales By End Use Market Segment (Quarter to Quarter) Update: 2009 48
- REFERENCE 3.2: EPCOS 49
- EPCOS Changes In Revenues by End-Use Market Segment: 2009 50
- REFERENCE 3.3: KEMET 51
- Kemet: 2009 Changes in Demand By Market Segment: 51
- REFERENCE 3.4: MURATA 51
- Murata: 2009 Update-Changes in Demand By Market Segment: 51
- REFERENCE 3.5: NICHICON 51
- Nichicon: 2009 Changes in Demand By Market Segment: 51
- REFERENCE 3.6: NIPPON CHEMI-CON 52
- Nippon Chemi-Con: Changes in demand By End-Use Market Segment: 2009 52
- REFERENCE 3.7: SAMSUNG 52
- SEMCO: Changes in Demand By End-Use Market Segment: 2009 52
- REFERENCE 3.8: TAIYO YUDEN 52
- Taiyo Yuden Revenues by End-Use Market Segment: 52
- CHANNELS OF DISTRIBUTION: 2009 53
- SHIFT IN DEMAND FROM DISTRIBUTORS IN THE AMERICAS: 53
- AVX Change In Revenues By Distribution Channel: 2009 53
- Kemet 2009 Update Of Sales By Channel Of Distribution: 54
- INTERNATIONAL DISTRIBUTION: 54
4.0 MARKET SHARES BY CAPACITOR TYPE (DIELECTRIC): 2009 55
- GLOBAL MARKET SHARES IN CAPACITORS: FY 2009 55
- CAPACITORS: 55
- Capacitor Vendors: Global Sales & Market Shares: 55
- Capacitors: Overall Market Share Data: 55
- 2009 FY Top Global Capacitor Suppliers (All Products) 56
- CERAMICS (MLCC): 57
- Ceramic Capacitor Market Shares: FY 2009 57
- Ceramic Capacitors: Change In Global Market Shares: 2003-2009 FY 58
- TANTALUM: 58
- Tantalum Capacitor Market Shares: FY 2009 58
- Global Market Shares in Tantalum Capac itors: FY 2008-FY 2009 Ending
March Change in Market Shares 59
- ALUMINUM: 59
- Aluminum Electrolytic Capacitor Market Shares: 59
- Aluminum Electrolytic Capacitors: Global Market Shares: 2008-2009 FY
Ending March 60
- PAPER & PLASTIC: 60
- DC Film Capacitor Market Shares 60
- DC Film Capacitors: Global Market Shares: 2008-2009 FY Ending March 61
- AC Film Capacitor Market Shares: 61
- AC Film Ca pacitors: Global Market Shares: FY 2008-2009 Estimates 62
- EMERGING CAPACITOR MARKET SHARES: 62
- EDLC Capacitor Suppliers And Shares: 62
- Niobium Capacitor Suppliers and Shares: 62
- Leaders In Capacitor Integration and Modularization: 63
5.0 FORECASTS: 2009-2014 64
- Murata
- Kyocera/AVX
- Nippon Chemi-Con
- TDK
- Nichicon
- Kemet
- Panasonic ED
- SEMCO
- Taiyo Yuden
- Vishay
- Rubycon
- EPCOS
- Yageo
- Walsin
- NEC-Tokin
- Sanyo Components
- Five Year Capacitor Market Forecasts: 2009-2014! 64
- GLOBAL CAPACITOR VOLUME SHIPMENTS BY DIELECTRIC: 2003-2008; 2009-2014F64
- Global Capacitor Unit Shipments By Dielectric: 2003-2008; 2009-2014F 64
- CAPACITY UTILIZATION RATES IN THE WORLDWIDE CAPACITOR INDUSTRY: 2003-2009;
2010 TO 2014 FY FORECASTS: 65
- Capacity Utilization Rates in The World Wide Capacitor Industry:
2009-2014 Outlook 66
- GLOBAL CAPACITOR VALUE SHIPMENTS BY DIELECTRIC: 2003-2008; 2009-2014F66
6.0 TECHNOLOGY REVIEW: 2009 73
- AN EXPLANATION OF PASSIVE COMPONENTS INCLUDED IN THIS REPORT: 73
- Introduction & Scope of Coverage: 73
- CERAMIC CAPACITORS (THE INDUSTRY WORKHORSE): 73
- Ceramic Capacitor Types: 73
- Ceramic Capacitor Configurations: 74
- ALUMINUM CAPACITORS: 75
- Aluminum Capacitor Types: 75
- Aluminum Capacitor Configurations: 75
- TANTALUM CAPACITORS: 76
- Tantalum Capacitor Types: 76
- Tantalum Capacitor Configurations: 76
- FILM CAPACITORS: 77
- DC Film Capacitor Types: 77
- DC Film Capacitor Configurations: 78
- AC FILM CAPACITORS: 79
- AC Film Capacitor Types: 79
- AC Film Capacitor Configurations: 79
- Importance Of The Physical Size of the Finished Passive Component 79
- Passive Components In A Circuit: 80
- TECHNICAL TRENDS IN THE GLOBAL CAPACITOR INDUSTRY IN 2009 80
- MINIATURIZATION: 80
7.0 COMPETITIVE ANALYSIS: FY 2009 84
- COMPETITIVE FINANCIAL DATA: 2009FY ESTIMATES 84
- AVX/KYOCERA CORPORATION (NYSE: AVX : RIC 6971:): 84
- KEY DATA: 84
- SALES: USD (FISCAL YEAR ENDING MARCH 31) 85
- 2009 UPDATE: 85
- AVX Sales by World Region Update for 2009: 86
- AVX: Average Selling Price Update: 2009 86
- AVX: June 2009 Forecast 86
- Sales By End Use Market Segment (Quarter to Quarter) Update: 2009 87
- AVX Change In Revenues By Product Line: 2009 87
- AVX: Total Capacitor Sales Estimates 2009 By Dielectric at AVX (Advanced
Products Group and Commercial Products Group Combined:. 88
- AVX Change In Revenues By Distribution Channel: 2009 88
- Kyocera (AVX) Corporation Reports in 2009: 88
- December Quarterly Revenues: 88
- AVX: Recent Acquisitions: 89
- AVX Passive Component Revenues: 90
- Business Analysis: 90
- AVX Revenues by World Region: 90
- EPCOS AG 92
- 2009 UPDATE: 92
- Year Over Year Sales Estimates For 2009: 92
- Changes By Operating Unit 1H 2009: Focus on Ceramics 93
- EPCOS: Change In Sales By End-Use Market Segment: 93
- Changes in Sales By World Region: 93
- Division II: Ceramic Components 95
- Division III: SAW Components 96
- How Revenues are Distributed By
- Division at EPCOS AG: 2008 97
- Expected Changes in EPCOS Revenues YoY Through September 2009 Forecast
By Division: 97
- EPCOS Passive Component Revenues: 98
- EPCOS Strategy Analysis: 99
- EPCOS Revenues by World Region: 9
- EPCOS Revenues by End-Use Market Segment: 100
- EPCOS Manufacturing Facilities & Production By World Region: 101
- EPCOS Recent Technology Developments: 102
- Other Acquisitions and Joint Ventures: 103
- EPCOS and Becromal: 103
- EPCOS Outlook: 103
- KEMET ELECTRONICS OTC: KEME): 104
- KEMET ELECTRONICS: 2009 UPDATE 104
- Kemet: March 2009 Quarterly Update: 104
- Kemet: Cost of Goods Sold: 104
- Kemet: Other Information for the Fiscal Year: 104
- Kemet: Estimated Revenue Forecast By Product Group: 2009-2010 105
- Kemet Passive Component Revenues By Product Line: 106
- Kemet: Expansion Strategy Analysis: 106
- 2009-2010 Expansion Plans in The United States: 106
- Kemet: Revenues by World Region: Shift in Sales 107
- European Sales Update: 2009 107
- Asia Sales Update: 2009 107
- Americas Update: 2009 107
- Kemet Corporation: Change in Revenues by World Region: 2006-2009 107
- Kemet Revenues by End-Use Market Segment: 108
- Kemet 2009 Update Of Sales By Channel Of Distribution: 108
- Kemet Plant Consolidation Plans: 108
- Kemet Technology Assessment: 109
- Kemet June Quarterly Outlook: 2009 109
- MURATA MANUFACTURING COMPANY LIMITED RIC: 6981): 110
- COMPANY SALES DATA:2009 UPDATE ENTIRE COMPANY) 110
- MURATA 2009 CAPACITOR SALES UPDATE: 110
- Murata: FY 2010 Outlook For Capacitors: 111
- Murata Revenues by End-Use Market Segment: 111
- Murata Capacitor Revenues: 112
- Murata Strategy Analysis: 112
- Murata Revenues by World Region: 113
- Murata Manufacturing Footprint by Region/Site: 114
- Murata Technology Assessment: 114
- NEC-TOKIN CORPORATION (RIC: 6759) 116
- 2009 UPDATE: 116
- Change In Ownership: 116
- Plant Closings and Consolidation: 117
- NEC-Tokin Passive Component Revenues: 117
- NEC-Tokin Revenues by World Region: 118
- NEC-Tokin Revenues by End-Use Market Segment: 118
- NEC-Tokin Production Output By World Region: 118
- NEC-Tokin Product Development: 118
- NEC-Tokin Capacitor Discontinuation: 118
- NICHICON CORPORATION (RIC: 6996) 119
- 2009 UPDATE (4TH QUARTER SALES): 119
- 2009 Update: Plant Consolidation: 119
- 2009 Update: Workforce Reduction: 119
- 2009 Update: Capacitor Foil Pricing: FY 2010119
- 2009 Update: Capex Spending for 2010 120
- 2009 Update: FMD Acquisition: 120
- 2009 Update: Conductive Polymer Aluminum Capacity: 120
- Nichicon Company Description: 120
- Nichicon Revenues 1999-2009 120
- Nichicon Passive Component Revenues 121
- Nichicon Product Lines In Passive Components 121
- Nichicon Revenue Growth By Capacitor Type (Al203, Ta205, Film, EDLC) 121
- Company Revenue Forecasts For Specific Product Lines: 2010F 122
- Nichicon Revenues by World Region: 122
- Nichicon Revenues by End-Use Market Segment: 122
- Nichicon Technology Assessment: 122
- Nichicon Strategy in Capacitors: 123
- Nichicon 2010: Outlook 123
- NIPPON CHEMI-CON CORPORATION (RIC: 6996) 124
- 2009 UPDATE (REVISION): 124
- Nippon Chemi-Con: Capacitor Group Estimates: 2009 124
- Inventory Backlog Estimates: 125
- Conductive Polymer Capacitor Inventories: 125
- Mitigation of Price Threat in Conductive Polymer Aluminum Capacitors: 125
- NCC description: 125
- NCC Revenues: Historical & 2009 Forecast 125
- NCC Revenues by World Region: 126
- NCC Revenues by End-Use Market Segment: 126
- NCC Manufacturing Facilities: 126
- Nippon Chemi-Con Technology Assessment: 126
- PANASONIC ELECTRONIC DEVICES RIC: 6752): 127
- Panasonic Revenue Update 2009: 127
- Components and Devices 128
- Passive Component and Other Product Lines: 128
- 2009 Earnings Update: 129
- Panasonic Passive Component Revenues: 129
- Panasonic Revenues by World Region: 129
- Panasonic Revenues by End-Use Market Segment: 130
- Panasonic Passive Component Production By World Region & Plant Location:
130
- Panasonic Technology Assessment: 130
- Panasonic: Outlook for Fiscal 2010: 131
- RUBYCON CORPORATION PRIVATE) 132
- Company Description 132
- Rubycon Product Lines: 132
- Rubycon Revenue Estimates For Passive Components 132
- Rubycon Revenues By Product Line and Type: 133
- Rubycon Estimated Operating Profit: 133
- Rubycon Revenues By End-Use Market Segment 133
- Rubycon Manufacturing Footprint in Asia: 133
- Rubycon Passive Component Technology Assessment: 133
- SAMSUNG ELECTROMECHANICAL (KSE: 009150): 134
- 2009 UPDATE: 134
- SEMCO Total Revenues: 134
- SEMCO Passive Component Revenues: 136
- SEMCO Revenues by World Region: 136
- SEMCO Revenues by End-Use Market Segment: 136
- SEMCO Expansion Strategy: 136
- SEMCO Technology Assessment: 137
- TAIYO YUDEN COMPANY LIMITED (RIC: 6976): 138
- 2009 UPDATE: 138
- Japan Production Ratio Versus Japan Sales Data: 138
- Taiyo Yuden Passive Component Revenues: 140
- Taiyo Yuden Revenues by World Region: 140
- Taiyo Yuden Revenues by End-Use Market Segment: 140
- Capacity Expansion Since 1999: 141
- Reasons For 2006-2007 Expansion: 142
- Regional Expansion Analysis (Japan, China, Malaysia, Korea,
Philippines): 142
- TDK CORPORATION (RIC: 6762): 144
- 2009 UPDATE: 144
- TDK Ceramic Capacitor Sales: 2008 to 2009 (34%) 144
- TDK Electronic Material Group Forecasts: 2010-2012 145
- Streamlining Capacitor Operations In Japan: 145
- TDK Passive Component Revenues: 146
- TDK Revenues by World Region: 146
- TDK Revenues by End-Use Market Segment: 146
- TDK Expansion Strategy Analysis: 146
- TDK Operational Structure For The Capacitor Group (Termination) 147
- New Profit Pillars At TDK (MLCC, Inductor and HDD): 147
- TDK Manufacturing Footprint by Region/Site: 147
- TDK MERGER WITH EPCOS AG TO FORM TDK EP 147
- VISHAY INTERTECHNOLOGY (NYSE:VSH) 151
- 2009 UPDATE 151
- Costs of Goods Sold in 2009: 152
- Vishay Passive Component Revenues: 152
- Vishay Revenues by World Region: 153
- Vishay Revenues by End-Use Market Segment: 153
- Vishay Production of Passive Components By World Region: 153
- WALSIN TECHNOLOGY CORPORATION (2492): 155
- 2009 UPDATE 155
- Benefit of Non-Yen Based Manufacturing: 155
- Passive Components As a Percentage of Overall Sales In 2009: 156
- Walsin Passive Component Revenues: 157
- Walsin Revenues by World Region: 157
- Walsin Revenues by End-Use Market Segment: 157
- Walsin Expansion Strategy Analysis: 158
- Walsin Monthly MLCC and Chip R Output 2008: 158
- Walsin Technology Development 158
- Walsin Capacity Expansion 2008: 158
- YAGEO CORPORATION (TW 2327): 159
- 2009 UPDATE: 159
- Yageo Monthly Sales Data: 2007-2009 (NT$: 100MM) 159
- Yageo Passive Component Revenues: 161
- Yageo Revenues by World Region: 161
- Yageo Revenues by End-Use Market Segment: 161
- Yageo Expansion Strategy Analysis: 161
- PUBLISHED JUNE 2009 NUMBER OF PAGES: 162
|
Related Report
|
View Cart
