TVS Diodes: World Markets, Technologies & Opportunities: 2011-2016
TVS Diodes:
World Markets, Technologies & Opportunities: 2011-2016
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© 2 0 11 P a u m a n o k P u b l i c a t i o n s , I n c .
T V S D I O D E S : W O R L D M A R K E T S , T E C H N O L O G I E S & O P P O R T U N I T I E S : 2 0 11 - 2 0 1 6
TVS Diodes: World Markets, Technologies & Opportunities: 2011-2016
Paumanok Publications, Inc.
TVS Diodes:
World Markets,
Technologies &
Opportunities:
Paumanok Publications, Inc.
502 Ballad Creek Court
Cary, NC 27519 USA
(919) 468-0384
(919) 468-0386 Fax
www.paumanokgroup.com
Written by: Dennis M. Zogbi
Email: dennis@paumanokgroup.com
171 Pages; $1500.00
ISBN # 1-893211-22-3 (TVS2011)
2011-2016
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© 2 0 11 P a u m a n o k P u b l i c a t i o n s , I n c .
T V S D I O D E S : W O R L D M A R K E T S , T E C H N O L O G I E S & O P P O R T U N I T I E S : 2 0 11 - 2 0 1 6
TVS Diodes: World Markets, Technologies & Opportunities: 2011-2016
Published December 2011; This study covers the global markets for TVS diodes, or “Transient Voltage Surge Protection Components” and includes
zener diodes, silicon avalanche diodes and thyristors, which are considered the silicon surge protection component technologies.
Table of Contents: SECTION 1.0: TECHNOLOGY OVERVIEW: ......................................................................................................................................................................... 17 SILICON BASED PROTECTION: ............................................................................................................................................................................................................................. 17 Zener Diodes: ................................................................................................................................................................................................................................................................................................. 17 Silicon Avalanche Diodes .......................................................................................................................................................................................................................................................................... 18 Thyristors: ....................................................................................................................................................................................................................................................................................................... 19 SECTION 2.0: STANDARDS & REGULATIONS: ................................................................................................................................................................. 20 The Value Of Compliance With International Standards & Regulations: ................................................................................................................................... 20 IEC 61000 2, 4 and 5 Specifications: ............................................................................................................................................................................................................ 22 Important Changes To The IEC Specifications ........................................................................................................................................................................................ 22 Telcordia .................................................................................................................................................................................................................................................................. 23 GR1089-­‐Core ......................................................................................................................................................................................................................................................................................................... 23 The Update To GR 1089 ..................................................................................................................................................................................................................................... 25 –ESD Harmonization with IEC 61000-4-2 ............................................................................................................................................................................................................................................ 25 –EFT to telecom and power ports per IEC 61000-4-4 ....................................................................................................................................................................................................................... 25 –New xDSL services (conducted emissions and immunity at broadband frequencies) ......................................................................................................................................................... 25 –New FCC Part 15 requirements on emission for ac power lines. ................................................................................................................................................................................................ 25 –Guidance for use of current-limiters in high speed digital networks .......................................................................................................................................................................................... 25 –Updates bring GR-1089-CORE in line with IEC 61000-4-2 ........................................................................................................................................................................................................ 25 •ESD References and Waveforms ............................................................................................................................................................................................................................................................ 25 –ESD Installation and Repair test objective changed to a requirement ....................................................................................................................................................................................... 25 •Criteria objective to become a requirement January 1, 2005 ......................................................................................................................................................................................................... 25 –ESD warning labels are now mandatory .............................................................................................................................................................................................................................................. 25 –ESD severity and test point selection has not been changed ......................................................................................................................................................................................................... 25 –New EFT Objective applies to all products ........................................................................................................................................................................................................................................ 25 •Was a Frame EFT test in Issue 2 used for Compatibility of FormerIBN Equipment with CBN Currents ..................................................................................................................... 25 Important Changes To Level 2-­‐ System Level Electrostatic Discharge ....................................................................................................................................................................................... 26 –EFT criteria and test methods are in accordance with IEC 61000-4-4 ...................................................................................................................................................................................... 26 3
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–The EUT should not be damaged and should continue to operate properly when five one-minute EFT/Burst applications of each polarity, positive and negative, are
applied at: .......................................................................................................................................................................................................................................................................................................... 26 Important Changes To Section 4-­‐Lightning and AC Power Fault Section 4): ........................................................................................................................................................................... 26 Additional Specifications For Circuit Protection: .................................................................................................................................................................................. 27 UL 1459 2nd Edition: .......................................................................................................................................................................................................................................... 27 UL 1950 3rd Edition/CSA C22.2 No 950-­‐95 .............................................................................................................................................................................................. 28 UL 497 ....................................................................................................................................................................................................................................................................... 28 IEC 127 Cartridge Fuse Links For Miniature Fuses ............................................................................................................................................................................... 28 ITU-­‐T K.20 and K.21 ............................................................................................................................................................................................................................................ 28 FCC Part 68 ............................................................................................................................................................................................................................................................ 29 ESD Vs. Lightning Protection: ......................................................................................................................................................................................................................... 30 Regulations and The Value-Added Approach To Circuit Protection ............................................................................................................................................... 30 Critical Developments in The USB Protocol (Movement to 3.0 Is a Major Development For Circuit Protection Component Markets): ....... 31 SECTION 3.0: GLOBAL MARKETS ........................................................................................................................................................................................ 33 Introduction To Silicon Protection Technology: .................................................................................................................................................................................... 33 DISCRETE SEMICONDUCTOR CIRCUIT PROTECTION COMPONENTS: WORLD MARKET OVERVIEW: 2011 .......................................................................................... 34 INDIVIDUAL COMPONENT MARKETS ........................................................................................................................................................................................................ 35 Zener Diode Markets: 2011 (Comparison With 2003 Value, Volume and ASP) ....................................................................................................................... 35 Silicon Avalanche Diode Markets: 2011 (Comparison With 2003 Value, Volume and ASP) ............................................................................................... 35 Thyristor Markets: 2011 (Comparison With 2003 Value, Volume and ASP) ............................................................................................................................. 36 HISTORICAL CONSUMPTION .......................................................................................................................................................................................................................... 37 Historical Consumption Volume For Silicon Circuit Protection Devices By Type: 2003-2011 ............................................................................................ 37 Global Consumption Volume For Silicon Circuit Protection Devices By Type: 2003-­‐2011 ............................................................................................................................................... 38 Historical Global Consumption Value for Silicon Surge Protection Components By Type: 2008 ....................................................................................... 39 Global Consumption Value For Silicon Circuit Protection Devices By Type: 2003-­‐2011 .................................................................................................................................................... 39 Historical Global Pricing for Silicon Surge Protection Components By Type: 2003-2011 .................................................................................................... 40 PRICING .................................................................................................................................................................................................................................................................... 41 Silicon Avalanche Diode Price Trends: ...................................................................................................................................................................................................................................................... 41 Thyristor Price Trends: .................................................................................................................................................................................................................................................................................... 41 Average Unit Pricing for Silicon Circuit Protection Components By Type: 2003-­‐2001 (In USD per unit) .................................................................................................................. 41 END-­‐USE MARKETS ............................................................................................................................................................................................................................................ 42 SILICON SURGE PROTECTION CONSUMPTION BY TYPE AND END-­‐USE MARKET SEGMENT: 2011 ....................................................................................................... 42 4
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Global Consumption Value for Silicon Circuit Protection Components By Type and End-­‐Use Market Segment: 2011 ........................................................................................ 43 Overall Silicon Surge Protection Component Consumption By Type and End-­‐Use Market Segment (Digital Electronics, Power and Auto): 2011 ................................ 44 TVS Diode Demand By End-­‐Use Market Segment: 2011 ..................................................................................................................................................................... 45 Subsets of The Digital Electronics Markets for TVS Diodes: .............................................................................................................................................................. 45 Telecommunications: ........................................................................................................................................................................................................................................................................................ 45 Power Supplies and Industrial: ..................................................................................................................................................................................................................................................................... 45 Thyristor Markets: Power Vs. Telecom Surge: 2011 ............................................................................................................................................................................. 46 Thyristor Power Components ......................................................................................................................................................................................................................... 46 Thyristor Power Component Summary of Applications ...................................................................................................................................................................... 46 Global Consumption Value for Power Thyristors By Application (Lighting, Motor, Appliance, Engine): 2011 ........................................................................................................ 47 Thyristor Telecommunications Component Markets: 2011 .............................................................................................................................................................. 48 Thyristor Telecom Applications ..................................................................................................................................................................................................................... 48 Global Consumption Value for Telecom Thyristors By Application (SLIC, Multiplexing, Base Station, Modems and Modules): 2011 .......................................................... 48 Telecom Infrastructure Equipment .............................................................................................................................................................................................................. 49 Consumer Telecom Equipment ...................................................................................................................................................................................................................... 49 Telecom Protection Component Competitors .......................................................................................................................................................................................... 49 SILICON SURGE PROTECTION MARKETS BY SUB-­‐CATEGORY: ....................................................................................................................................................................... 49 (Digital Electronics Break-Out): 2011 ......................................................................................................................................................................................................... 49 Global Consumption Value For Silicon Surge Protection Components By Type and End-­‐Use Market Segment: 2011 ......................................................................................... 50 Overall Global Consumption Value For Silicon Surge Protection Components By Type and End-­‐Use Market Segment: 2011 ......................................................................... 51 DEMAND BY WORLD REGION ........................................................................................................................................................................................................................ 52 SILICON SURGE PROTECTION COMPONENT CONSUMPTION BY TYPE AND WORLD REGION: 2011 ..................................................................................................... 52 Global Consumption Value for Silicon Surge Protection Components by World Region: 2011 (In Millions of USD) ............................................................................................. 52 Global Consumption Value For Silicon Surge Protection Components By Type (Zener, SAD and Thyristor) and World Region: 2011 ........................................................ 53 MARKET SHARES ................................................................................................................................................................................................................................................. 53 OVERALL MARKET SHARES IN SILICON CIRCUIT PROTECTION: 2011 ........................................................................................................................................................ 53 Global Market Shares in Silicon Surge Protection: 2010 CY End Estimates (In Millions of USD) .................................................................................................................................... 54 TVS Diode Vendors: 2011 Sales & Market Shares ................................................................................................................................................................................................................................ 55 TVS Diode Vendors: 2011 Estimated Worldwide Market Shares .................................................................................................................................................................................................. 56 Thyristor Competition: 2011 ......................................................................................................................................................................................................................................................................... 56 Thyristor Vendors: 2011 Estimated Worldwide Market Shares .................................................................................................................................................................................................... 57 FORECASTS ............................................................................................................................................................................................................................................................. 58 SILICON CIRCUIT PROTECTION: GLOBAL MARKET FORECASTS TO 2016 ................................................................................................................................................... 58 Global Forecast Volume By Type: 2011-­‐2016 ........................................................................................................................................................................................................................................ 58 5
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Global Forecast Value By Type: 2011-­‐2016 ............................................................................................................................................................................................................................................ 58 Global Forecast Pricing By Type: 2011-­‐2016 ......................................................................................................................................................................................................................................... 58 Silicon Circuit Protection Value, Volume and Average Unit Selling Price Forecasts by Component Type to 2016 ................................................................................................. 59 Regional Forecasts: 2011-­‐2016: .................................................................................................................................................................................................................... 60 Silicon Circuit Protection Components: Value of Consumption Forecasts By Type and World Region: 2011-­‐2016 .............................................................................................. 60 End-­‐Market Forecasts: 2011-­‐2016: ............................................................................................................................................................................................................. 60 Silicon Circuit Protection Components: Value of Consumption Forecasts By Type and End-­‐Use Market Segment: 2011-­‐2016 ...................................................................... 61 PRODUCER PROFILES: ........................................................................................................................................................................................................... 62 CORPORATE PROFILES & CIRCUIT PROTECTION RESOURCE DIRECTORY ................................................................................................................................................... 62 AMAZING .................................................................................................................................................................................................................................... 62 AMAZING MICROELECTRONICS CORPORATION (TVS) ................................................................................................................................................................................... 62 Amazing: About This Company ...................................................................................................................................................................................................................... 62 Amazing: Circuit Protection Product Portfolio: ..................................................................................................................................................................................... 63 ANOVA ......................................................................................................................................................................................................................................... 63 ANOVA TECHNOLOGIES COMPANY LIMITED (TVS) ........................................................................................................................................................................................ 63 Anova Technologies: About This Company ............................................................................................................................................................................................... 63 Anova Technologies: Circuit Protection Portfolio ................................................................................................................................................................................. 64 BENCENT .................................................................................................................................................................................................................................... 64 SHENZHEN BENCENT ELECTRONICS CO., LTD. (GDT/THYRISTOR) ............................................................................................................................................................ 64 Bencent: About This Company: ...................................................................................................................................................................................................................... 64 Bencent: Product Developments in Circuit Protection ........................................................................................................................................................................ 64 BOURNS ....................................................................................................................................................................................................................................... 65 BOURNS, INC. (PPTC/GDT/THYRISTOR/TVS DIODES): ............................................................................................................................................................................. 65 Bourns, Inc: Company Description: .............................................................................................................................................................................................................. 66 Bourns: Circuit Protection Product Portfolio: ......................................................................................................................................................................................... 66 New Circuit Protection Products Added: 2008-­‐2011 ........................................................................................................................................................................... 67 Bourns: Other Products: .................................................................................................................................................................................................................................... 67 Bourns: Markets Served: ................................................................................................................................................................................................................................... 69 Automotive Electronics .................................................................................................................................................................................................................................................................................... 69 Test & Measurement ......................................................................................................................................................................................................................................................................................... 69 6
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Industrial Automation ...................................................................................................................................................................................................................................................................................... 69 Medical Electronics ............................................................................................................................................................................................................................................................................................ 69 Consumer Equipment ....................................................................................................................................................................................................................................................................................... 70 Computers & Peripherals ................................................................................................................................................................................................................................................................................ 70 Telecommunications ......................................................................................................................................................................................................................................................................................... 70 Portable Electronics ........................................................................................................................................................................................................................................................................................... 71 Bourns: Circuit Protection Acquisitions and Expansions: 2006-­‐2011 .......................................................................................................................................... 71 Bourns: Summary of Developments: 2006-­‐2011 .................................................................................................................................................................................... 75 Bourns Trends and Directions: 2011 ........................................................................................................................................................................................................... 76 CAMD (ON SEMICONDUCTOR) ............................................................................................................................................................................................. 76 CALIFORNIA MICRO DEVICES CORPORATION (TVS DIODES) {ACQUIRED BY ON SEMICONDUCTOR IN 2009} ................................................................................. 76 CaMD Acquisition by ON Semiconductor: .................................................................................................................................................................................................. 77 CaMD: About The Company ............................................................................................................................................................................................................................. 77 CaMD: Circuit Protection Product Portfolio ............................................................................................................................................................................................. 77 PicoGuard XP™ Low Capacitance ESD Clamp Protection Devices ................................................................................................................................................................................................. 77 CaMD Revenues Prior To Acquisition .......................................................................................................................................................................................................... 77 CaMD Financial History: ................................................................................................................................................................................................................................... 78 CaMD Historical Revenues By World Region: .......................................................................................................................................................................................... 78 CaMD Historical Revenues By Country: ...................................................................................................................................................................................................... 78 CaMD Historical Customer Base: .................................................................................................................................................................................................................. 79 DIOTEC ........................................................................................................................................................................................................................................ 79 DIOTEC SEMICONDUCTOR AG (ZENER/TVS) ................................................................................................................................................................................................. 79 Diotec; Company Overview: ............................................................................................................................................................................................................................. 79 Diotec Revenue Growth: 2007-­‐2010 ............................................................................................................................................................................................................ 80 Diotec: Employee Growth: ................................................................................................................................................................................................................................ 80 Diotec: Growth in Unit Shipments: ............................................................................................................................................................................................................... 80 Diotec: Revenues by World Region: .............................................................................................................................................................................................................. 80 Diotec: Revenues by End Market Segment: ............................................................................................................................................................................................... 80 Diotec: Factory Locations: ............................................................................................................................................................................................................................... 81 Diotec: Customers: ............................................................................................................................................................................................................................................... 81 DIODES, INC. .............................................................................................................................................................................................................................. 82 7
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DIODES INCORPORATED (TVS/THYRISTOR) ................................................................................................................................................................................................... 82 Diodes, Inc.: About This Company ................................................................................................................................................................................................................. 82 Diodes Inc. Semiconductor Market: ............................................................................................................................................................................................................. 82 Diodes, Inc. Discrete Semiconductor Product Portfolio ....................................................................................................................................................................... 83 Diodes, Inc. Competing in Specific Markets With TVS .......................................................................................................................................................................... 83 Diodes, Inc. Capacity Data: .............................................................................................................................................................................................................................. 84 Diodes, Inc. Revenue Trend: 2003-­‐2011 ..................................................................................................................................................................................................... 84 Diodes, Inc. Sales By End Use Market Segment ....................................................................................................................................................................................... 85 EDAL ............................................................................................................................................................................................................................................. 85 EDAL INDUSTRIES, INC. (TVS DIODES) ............................................................................................................................................................................................................. 85 Edal: About This Company: .............................................................................................................................................................................................................................. 86 EIC ................................................................................................................................................................................................................................................. 86 ELECTRONICS INDUSTRY PUBLIC CO. LTD. (ZENER/TVS) ............................................................................................................................................................................ 86 EIC Semi: About This Company: ..................................................................................................................................................................................................................... 87 EIC Semi: Product LInes: ................................................................................................................................................................................................................................... 87 EIC Semi: Production Output For Zener Diodes: ..................................................................................................................................................................................... 87 EIC Semi: Financial Performance: 2007-­‐2011: ....................................................................................................................................................................................... 87 FAIRCHILD ................................................................................................................................................................................................................................. 88 FAIRCHILD SEMICONDUCTOR (TVS) .................................................................................................................................................................................................................. 88 Fairchild Semiconductor: About This Company ..................................................................................................................................................................................... 88 Fairchild: Revenues By End-­‐Use Market Segment: FY 2011 .............................................................................................................................................................. 89 Fairchild Semiconductor: Revenue Trend by End-­‐Use Market Segment: 2007-­‐2011 ............................................................................................................ 89 Fairchild Semiconductor: Revenues By Product Grouping: ............................................................................................................................................................... 90 Power Conversion, Industrial and Automotive Group (PCIA) ........................................................................................................................................................................................................ 90 Mobile, Computing, Consumer and Communications Group (MCCC) .......................................................................................................................................................................................... 91 Standard Products Group (SPG) ................................................................................................................................................................................................................................................................... 91 Fairchild Strategy: ............................................................................................................................................................................................................................................... 91 Fairchild: Key Growth Estimates: 2011-­‐2013 .......................................................................................................................................................................................... 91 Regulations and Policy Impacting Power Markets: .............................................................................................................................................................................. 92 Inverter Driven Motor Assemblies: ............................................................................................................................................................................................................................................................. 93 8
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HITECH ........................................................................................................................................................................................................................................ 93 HITECH HK COMPANY LTD. (PTC/NTC/TVS/GDT) .................................................................................................................................................................................. 93 Hitech Company Background: ........................................................................................................................................................................................................................ 93 Hitech Circuit Protection Product Portfolio: ............................................................................................................................................................................................ 94 HiTech Trends & Directions: ........................................................................................................................................................................................................................... 94 HYPER-­‐SENSE ............................................................................................................................................................................................................................ 95 HYPER-­‐SENSE TECHNOLOGY CO., LTD (MOV/PTC/NTC/TVS/ZENER) ................................................................................................................................................ 95 Hyper-­‐Sense: Circuit Protection Products: ................................................................................................................................................................................................ 95 Hyper Sense: About This Company: .............................................................................................................................................................................................................. 96 INPAQ .......................................................................................................................................................................................................................................... 96 INPAQ TECHNOLOGY COMPANY LIMITED (MOV/TVS) .............................................................................................................................................................................. 96 Inpaq: About This Company ............................................................................................................................................................................................................................ 96 Inpaq: Circuit Protection Product Portfolio ............................................................................................................................................................................................. 97 INPAQ: Revenue Trend: 2004-­‐2011 ............................................................................................................................................................................................................. 98 INPAQ: Revenue Forecasts: .............................................................................................................................................................................................................................. 98 INFINEON .................................................................................................................................................................................................................................... 99 INFINEON TECHNOLOGIES AG (TVS) ................................................................................................................................................................................................................ 99 Infineon: About This Company: ...................................................................................................................................................................................................................... 99 Infineon: Circuit Protection Product Portfolio: ..................................................................................................................................................................................... 100 Infineon: Circuit Protection Technology Leadership: ........................................................................................................................................................................ 100 Infineon: Automotive Group: Markets, Customers, Competition and Share: ........................................................................................................................... 100 Infineon: Industrial and Multimarket Group: Markets, Customers, Competition and Share: .......................................................................................... 100 Infineon: Wireless Solutions Group: Markets, Customers, Competition and Share: .............................................................................................................. 101 Infineon Regional Sales: 2007 Versus 2010 ............................................................................................................................................................................................ 101 Infineon: Sales By End-­‐Use Market Segment: 2010 ............................................................................................................................................................................ 102 Infineon: Automotive Electronics Forecasts: 2010-­‐2014 .................................................................................................................................................................. 102 Infineon: Industrial Electronics Forecasts: 2010-­‐2014 ..................................................................................................................................................................... 102 LITTELFUSE ............................................................................................................................................................................................................................. 103 LITTELFUSE (FUSES/PPTC/GDT/THYRISTOR/TVS) ............................................................................................................................................................................... 103 9
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About Littelfuse ................................................................................................................................................................................................................................................... 103 Littelfuse: Acquired Brands in Circuit Protection: ............................................................................................................................................................................... 104 Sales Trend Data: 2002-­‐2011 ....................................................................................................................................................................................................................... 104 Sales Trends by Segment: 2007-­‐2011 ....................................................................................................................................................................................................... 105 Sales Trends by Region: 2007-­‐2011 ........................................................................................................................................................................................................... 106 Littelfuse: Customers: ....................................................................................................................................................................................................................................... 107 Littelfuse:Trends and Directions: ................................................................................................................................................................................................................ 107 MDE ............................................................................................................................................................................................................................................ 108 MDE SEMICONDUCTOR, INC .(TVS/THYRISTOR/MOV) ........................................................................................................................................................................... 108 MDE: About This Company: ........................................................................................................................................................................................................................... 108 MICROSEMI .............................................................................................................................................................................................................................. 109 MICROSEMI CORPORATION (TVS/THYRSITOR) ........................................................................................................................................................................................... 109 Microsemi: About This Company: ............................................................................................................................................................................................................... 109 Microsemi: Financial Data: ............................................................................................................................................................................................................................ 110 Microsemi: Product Portfolio: ...................................................................................................................................................................................................................... 110 Microsemi: Circuit Protection Products: .................................................................................................................................................................................................. 111 Microsemi: Revenues By End-­‐Use Market Segment: ........................................................................................................................................................................... 111 Microsemi: Revenues By World Region: ................................................................................................................................................................................................... 111 Microsemi: Major Customers: ....................................................................................................................................................................................................................... 112 MITSUBISHI ............................................................................................................................................................................................................................. 112 MITSUBISHI MATERIALS CORPORATION (FUSES/PTC) .............................................................................................................................................................................. 112 MMC: About This Company: .......................................................................................................................................................................................................................... 113 MMC Electronic Materials Components Division: ................................................................................................................................................................................ 113 MONOLIT .................................................................................................................................................................................................................................. 114 MONOLIT CORPORATION (PTC) ...................................................................................................................................................................................................................... 114 Monolit: About This Company: ..................................................................................................................................................................................................................... 114 MURATA .................................................................................................................................................................................................................................... 115 MURATA MANUFACTURING COMPANY LIMITED (PTC/NTC) .................................................................................................................................................................. 115 10
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Murata: About This Company: ..................................................................................................................................................................................................................... 115 Murata: Revenue Trend: ................................................................................................................................................................................................................................. 116 Murata: Company Strengths ......................................................................................................................................................................................................................... 116 Murata” Passive Component Portfolio: .................................................................................................................................................................................................... 117 Murata: Circuit Protection Product Portfolio ........................................................................................................................................................................................ 117 Circuit Protection Component Production Locations: ..................................................................................................................................................................................................................... 117 Murata Electronics (Thailand) Limited ..................................................................................................................................................................................................................................... 117 NXP ............................................................................................................................................................................................................................................. 118 NXP SEMICONDUCTOR (TVS/ZENER/THYRISTOR) .................................................................................................................................................................................... 118 NXP: Background Information ..................................................................................................................................................................................................................... 118 NXP: Product Portfolio: ................................................................................................................................................................................................................................... 119 NXP: Circuit Protection Product Portfolio: ............................................................................................................................................................................................. 119 NXP: Revenue Trend: ........................................................................................................................................................................................................................................ 119 Revenue by Product Line: ............................................................................................................................................................................................................................................................................ 119 Standard Product Group Change in Revenues: 2009,2010, 2011 CY Forecast ..................................................................................................................................................................... 120 Revenue by Country. ....................................................................................................................................................................................................................................................................................... 120 NXP: End-­‐Use Market Exposure: .................................................................................................................................................................................................................. 120 NXP: Key Growth Drivers In Electronics: ................................................................................................................................................................................................. 121 Megatrends: ........................................................................................................................................................................................................................................................................................................ 121 NXP: Notes on The Standard Products Group: ...................................................................................................................................................................................... 122 ONCHIP ...................................................................................................................................................................................................................................... 122 ONCHIP DEVICES, INC. (TVS) .......................................................................................................................................................................................................................... 122 OnChip: About This Company: ...................................................................................................................................................................................................................... 122 ON-­‐SEMICONDUCTOR ........................................................................................................................................................................................................... 123 ON-­‐SEMICONDUCTOR (TVS/ZENER/THYRISTOR) ...................................................................................................................................................................................... 123 On-­‐Semiconductor: About This Company ................................................................................................................................................................................................ 123 ON Semiconductor: Important Acquisition in Circuit Protection: ................................................................................................................................................ 124 Revenue Trend by Market Segment ........................................................................................................................................................................................................... 124 Revenue Trend Product Grouping: ............................................................................................................................................................................................................. 125 Competition in The Standard Products Group: ..................................................................................................................................................................................... 125 11
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On Semi: Revenues in Circuit Protection: ................................................................................................................................................................................................ 125 ORIGIN ELECTRIC .................................................................................................................................................................................................................. 126 ORIGIN ELECTRIC COMPANY LIMITED (TVS/ZENER) ................................................................................................................................................................................. 126 Origin Electric: About This Company: ....................................................................................................................................................................................................... 126 Origin Electric: Revenue Trends: ................................................................................................................................................................................................................. 127 Origin Electric: Electronics Division: ......................................................................................................................................................................................................... 127 PANJIT ....................................................................................................................................................................................................................................... 127 PANJIT SEMICONDUCTOR (TVS) ...................................................................................................................................................................................................................... 127 Panjit: About This Company .......................................................................................................................................................................................................................... 128 Panjit: Circuit Protection Component Manufacturing Locations ................................................................................................................................................. 128 Panjit Americas ................................................................................................................................................................................................................................................................................................. 128 Pynmax Technology ........................................................................................................................................................................................................................................................................................ 128 Panjit: Revenues: 2000-­‐2011 ........................................................................................................................................................................................................................ 129 PROTEK ..................................................................................................................................................................................................................................... 130 PROTEK DEVICES, INC. (TVS) .......................................................................................................................................................................................................................... 130 ProTek: About This Company ....................................................................................................................................................................................................................... 130 ProTek: Circuit Protection Product Portfolio ........................................................................................................................................................................................ 130 RAYCAP ..................................................................................................................................................................................................................................... 131 RAYCAP SURGE PROTECTION (TVS) ............................................................................................................................................................................................................... 131 RayCap: About This Product Line: .............................................................................................................................................................................................................. 131 RECTRON .................................................................................................................................................................................................................................. 132 RECTRON SEMICONDUCTOR (TVS) ................................................................................................................................................................................................................. 132 Rectron: About This Company: ..................................................................................................................................................................................................................... 132 Rectron: Circuit Protection Products: ....................................................................................................................................................................................................... 132 RENESAS ................................................................................................................................................................................................................................... 133 RENESAS ELECTRONICS CORP. (ZENER) ........................................................................................................................................................................................................ 133 Renesas: About This Company: .................................................................................................................................................................................................................... 133 Renesas: Circuit Protection Products: ....................................................................................................................................................................................................... 133 12
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Renesas: Trends and Directions: .................................................................................................................................................................................................................. 134 Renesas: Revenues By Product Group: ...................................................................................................................................................................................................... 134 Renesas Electronics Corp.: Megatrends .................................................................................................................................................................................................... 134 ROHM ......................................................................................................................................................................................................................................... 135 ROHM COMPANY LIMITED (ZENER/TVS) .................................................................................................................................................................................................... 135 Rohm Company Limited : About This Company ................................................................................................................................................................................... 135 Rohm: Revenues By Product Grouping: .................................................................................................................................................................................................... 136 Rohm: Discrete Semiconductor Products: ............................................................................................................................................................................................... 136 Rohm: Zener and SAD Diodes: ...................................................................................................................................................................................................................... 136 SANKOSHA ............................................................................................................................................................................................................................... 137 SANKOSHA CORPORATION (GDT) ................................................................................................................................................................................................................... 137 Company Information: ..................................................................................................................................................................................................................................... 137 Sankosha Gas Discharge Tube Revenues: ................................................................................................................................................................................................ 138 Sankosha Surface Mount Gas Discharge Product Line: ..................................................................................................................................................................... 138 Sankosha Two-­‐Terminal Gas Discharge Product Line: ..................................................................................................................................................................... 138 Sankosha Three-­‐Terminal Gas Discharge Product Line: .................................................................................................................................................................. 139 Sankosha Target Markets: ............................................................................................................................................................................................................................. 139 Surface Mount GDT Target Markets: ....................................................................................................................................................................................................................................................... 139 Two Electrode Gas Tube Arrester Target Markets: .......................................................................................................................................................................................................................... 139 High Voltage Two Electrode Target Markets to 4000 Vdc ............................................................................................................................................................................................................. 139 Three Electrode Gas Tube Arrester Target Markets: ....................................................................................................................................................................................................................... 140 Vertical Integration of The Sankosha Product Line: .......................................................................................................................................................................... 140 SARNOFF ................................................................................................................................................................................................................................... 141 Sarnoff Corporation (Silicon TVS) .............................................................................................................................................................................................................. 141 Sarnoff: About This Company: ...................................................................................................................................................................................................................... 141 About Sarnoff Europe (ESD Protection) .................................................................................................................................................................................................. 141 SEMIKRON ................................................................................................................................................................................................................................ 142 SEMIKRON INTERNATIONAL (TVS/ZENER/THYRISTOR) .......................................................................................................................................................................... 142 Semikron: About This Company ................................................................................................................................................................................................................... 142 13
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SEMISOUTH ............................................................................................................................................................................................................................. 142 SEMISOUTH LABORATORIES, INC. (TVS) ....................................................................................................................................................................................................... 142 SemiSouth: About This Company: ............................................................................................................................................................................................................... 143 SemiSouth: Custom SiC Circuit Protection .............................................................................................................................................................................................. 143 Shinko Gas Arrester Target Markets: 2008 ............................................................................................................................................................................................ 144 Consumer Electronics and Line Voltage: ............................................................................................................................................................................................................................................... 144 Telecommunications Devices: .................................................................................................................................................................................................................................................................... 144 SEMTECH .................................................................................................................................................................................................................................. 144 SEMTECH CORPORATION (ZENER/TVS) ....................................................................................................................................................................................................... 144 Semtech: About This Company: .................................................................................................................................................................................................................... 145 Semtech: Revenue Trend: 2006-­‐2011 ........................................................................................................................................................................................................ 145 Semtech: Protection Markets: ....................................................................................................................................................................................................................... 146 Semtech: Major Customers: ........................................................................................................................................................................................................................... 146 Semtech: Circuit Protection Products: ...................................................................................................................................................................................................... 146 Semtech: Strategy: ............................................................................................................................................................................................................................................. 147 Semtech: Circuit Protection Revenues In 2011: .................................................................................................................................................................................... 147 Semtech: Revenues By End-­‐Use Product Market: ................................................................................................................................................................................. 148 Semtech: Regional sales: ................................................................................................................................................................................................................................. 148 Semtech: Major Customers: ........................................................................................................................................................................................................................... 148 SHINDENGEN ........................................................................................................................................................................................................................... 149 SHINDENGEN ELECTRIC MANUFACTURING CO., LTD. (MOV/TVS/THYRISTOR) ................................................................................................................................. 149 Shindengen: About This Company: ............................................................................................................................................................................................................. 149 Shindengen: Circuit Protection Product Portfolio: .............................................................................................................................................................................. 149 Metal Oxide Varistors: ................................................................................................................................................................................................................................................................................... 150 Thyristors: ........................................................................................................................................................................................................................................................................................................... 150 Zener Diodes: ..................................................................................................................................................................................................................................................................................................... 150 Shindengen: List of Customers: .................................................................................................................................................................................................................... 150 Shindenegen: Revenue Trend:2003-­‐2011 ................................................................................................................................................................................................ 153 Shindengen Devices Group Sales: ................................................................................................................................................................................................................ 153 Shindengen: Sales by World Region: FY 2011 ...................................................................................................................................................................................... 154 Shindengen Estimated Sales By Segment: ............................................................................................................................................................................................... 154 14
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ST MICROELECTRONICS ...................................................................................................................................................................................................... 154 STMICROELECTRONICS NV (ZENER/THYRISTOR) ...................................................................................................................................................................................... 154 STMicroelectronics: About This Company .............................................................................................................................................................................................. 155 STMicroelectronics: Circuit Protection Products: ................................................................................................................................................................................ 155 STMicro: Revenues: 2002-­‐2011 ................................................................................................................................................................................................................... 156 STMicro: Changing Sales by World Region: 2011 Versus 2007 ..................................................................................................................................................... 157 STMicro: Top 10 OEM Customers: .............................................................................................................................................................................................................. 157 ST Microelectronics Changes In Sales by End-­‐Use Market Segment: 2011 Versus 2007 .................................................................................................... 158 ST Micro: Segment Sales Trends .................................................................................................................................................................................................................. 159 ACCI ........................................................................................................................................................................................................................................................................................................................ 159 IMS .......................................................................................................................................................................................................................................................................................................................... 159 Wireless ................................................................................................................................................................................................................................................................................................................ 159 ST Micro: Circuit Protection as a Subset of the IMS Group .............................................................................................................................................................. 159 ST Micro: ASD and IPAD Division ................................................................................................................................................................................................................ 160 TOSHIBA ................................................................................................................................................................................................................................... 160 TOSHIBA SEMICONDUCTOR COMPANY (ZENER/TVS) ................................................................................................................................................................................ 160 Toshiba Semiconductor: About This Company: .................................................................................................................................................................................... 160 Toshiba Corporation: Revenue Trend: ...................................................................................................................................................................................................... 161 Toshiba Semiconductor: Revenue Trends: .............................................................................................................................................................................................. 161 Toshiba Discrete Semiconductor Sales For 2011 .............................................................................................................................................................................................................................. 162 Toshiba Semiconductor and Zener Diodes .............................................................................................................................................................................................. 162 TE CONNECTIVITY ................................................................................................................................................................................................................. 163 TE CONNECTIVITY/ELECTRONIC COMPONENTS (PPTC, FUSES, TVS) ................................................................................................................................................... 163 TE Connectivity: About This Company ...................................................................................................................................................................................................... 164 TE Connectivity: Revenue Trends ................................................................................................................................................................................................................ 164 Tyco Electronics Sales By Product Category .......................................................................................................................................................................................... 165 TE Connectivity: Estimated Circuit Protection Revenues ................................................................................................................................................................. 165 TE Connectivity: Circuit Protection Product Portfolio ....................................................................................................................................................................... 166 TE Connectivity Sales By World Region: .................................................................................................................................................................................................. 166 UPPERMOST ............................................................................................................................................................................................................................ 167 15
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UPPERMOST ELECTRONIC INDUSTRIES COMPANY LIMITED (MOVPTC/NTC) .................................................................................................................................... 167 UEI: About This Company: ............................................................................................................................................................................................................................. 167 UEI: Circuit Protection Portfolio: ................................................................................................................................................................................................................ 167 UEI: Factories: ..................................................................................................................................................................................................................................................... 168 VISHAY ...................................................................................................................................................................................................................................... 168 VISHAY INTERTECHNOLOGY (TVS/NTC/PTC/MOV) .............................................................................................................................................................................. 168 Vishay: About This Company: ....................................................................................................................................................................................................................... 168 Vishay: Important Acquisitions in Circuit Protection: ....................................................................................................................................................................... 169 Vishay BC Components: ................................................................................................................................................................................................................................... 169 Vishay: GSI: ........................................................................................................................................................................................................................................................... 170 Vishay: Thermistor Products ......................................................................................................................................................................................................................... 170 WAYON ...................................................................................................................................................................................................................................... 171 SHANGHAI CHANGYUAN WAYON CIRCUIT PROTECTION CO. LTD. (PPTC/CPTC/NTC/FUSE/TVS/THYRISTOR) ...................................................................... 171 Wayon: About This Company: ...................................................................................................................................................................................................................... 171 Wayon: Circuit Protection Product Portfolio: ....................................................................................................................................................................................... 172 16
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SECTION 1.0: Technology Overview:
Silicon Based Protection:
Zener Diodes:
A Zener diode is a type of diode that permits current to flow in the forward direction like a normal diode, but
also in the reverse direction if the voltage is larger than the breakdown voltage known as "Zener knee voltage" or "Zener voltage".
Named for Clarence Zener, who discovered this electrical property. Zener diodes are widely used to regulate the voltage across a
circuit. When connected in parallel with a variable voltage source so that it is reverse biased, a zener diode conducts when the voltage
reaches the diode's reverse breakdown voltage. From that point it keeps the voltage at that value. Zener diodes represent that largest
unit market for circuit protection components in the world. These devices are a low-cost solution for guarding against the effects
of electrostatic discharge in electronic systems and help original equipment designers comply with IEC 61000 4-2
specifications in many subassemblies worldwide.
Zener diodes compete effectively against chip varistors, which are used for the same applications. Zener diodes have an average
unit price of approximately $0.014 per piece, which makes them among the lowest priced silicon based products on the market today.
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Silicon diodes intended for use in the reverse-breakdown region are familiar components to analog electronic circuit designers. While
these components are commonly called "zener diodes," only devices with a reverse breakdown voltage of less than about 5 volts (V)
usually use the zener mechanism. Diodes with a reverse breakdown voltage of more than 8 V use the avalanche mechanism. For
diodes with a reverse breakdown value between about 5 and 8 V, both mechanisms operate. One can quickly identify the mechanism
of a particular diode in the laboratory with the following rule. In zener breakdown, the magnitude of the conduction voltage decreases
as the temperature increases; for avalanche breakdown, the magnitude of the conduction voltage increases as temperature increases.
Both avalanche and zener diodes are widely used as voltage regulators.
Silicon Avalanche Diodes
An avalanche diode is a diode (usually made from silicon, but can be made from another semiconductor) that is designed to break
down and conduct at a specified reverse bias voltage. A common application is protecting electronic circuits against damaging
high voltages. The avalanche diode is connected to the circuit so that it is reverse-biased. In other words, its cathode is positive with
respect to its anode. In this configuration, the diode is non-conducting and does not interfere with the circuit. If the voltage increases
beyond the design limit, the diode suffers avalanche breakdown, causing the harmful voltage to be conducted to earth. When used
in this fashion they are often referred to as clamper diodes because they "clamp" the voltage to a predetermined maximum level.
Avalanche diodes are normally specified for this role by their clamping voltage VBR and the maximum size of transient they can
absorb, specified by energy (in joules)). Avalanche breakdown is not destructive, as long as the diode is not allowed to overheat.
Avalanche diodes have too large a breakdown voltage to be suitable for protection of all low voltage integrated circuits. Zener diodes
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have the appropriate range of breakdown voltages, but are not highly nonlinear. To clamp over-voltages of either polarity, two zener
or avalanche diodes are connected back-to-back in series. Both zener and avalanche diodes respond particularly quickly in comparison
to varistors and gas tubes. Silicon diodes do not exhibit degradation of electrical parameters after prolonged service. This fact is often
stated as a reason to use silicon diodes rather than varistors. However, one should also consider the fact that the maximum tolerable
surge current for a zener or avalanche diode in reverse breakdown is rather small when compared to tolerable surge currents for
varistors and gas tubes.
Special avalanche diodes with breakdown voltages less than 6 V are available, and are widely used as
voltage reference circuits in battery operated equipment. These low voltage avalanche devices have relatively small power ratings.
However, these devices may be attractive for protecting high-speed CMOS and other low-voltage integrated circuits.
Thyristors:
The thyristor is a solid-state semiconductor device with four layers of alternating N and P-type material. They act as a switch,
conducting when their gate receives a current pulse, and continue to conduct for as long as they are forward biased (that is, as long as
the voltage across the device has not reversed). Thyristors can also be found in power supplies for digital circuits, where they can be
used as a sort of "circuit breaker" or "crowbar" to prevent a failure in the power supply from damaging downstream components. The
thyristor is used in conjunction with a zener diode attached to its gate, and when the output voltage of the supply rises above the zener
voltage, the thyristor conducts, shorting the power supply output to ground (and in general blowing an upstream fuse).
Thyristors are considered to be at the forefront of circuit protection technology. The development process for these devices is
sophisticated and protected by numerous patents controlled by the top suppliers. Accordingly since 2000 there has been significant
merger and acquisitions among major circuit protection component manufacturers to gain control of this technology. Since 2000 for
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