P a s s i v e C om p on e n t In d u s t r y R e p o r t 2 0 0 9
Discrete Inductors:
World Markets, Technologies & Opportunities:
2009-2014
Covering: Ferrites, Coils and Cores; Including Ferrite Beads, Bead Arrays, Multilayered Chip
Coils, Molded Chip Inductors, SMD Wirewound Inductors, Axial Leaded Inductors, Radial
Leaded Inductors and Ferrite Cores.
Paumanok Publications, Inc.
3608-200 Davis Drive #349
Morrisville, NC 27560
(919) 468-0384
(919) 468-0386 Fax
info@paumanokgroup.com
www.paumanokgroup.com
Contact: Dennis M. Zogbi, President
For General Consumption
Pages:
Price: $2500.00 USD
Published: September 2009
©Paumanok Publications, Inc. 2009
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P a s s i v e C om p on e n t In d u s t r y R e p o r t 2 0 0 9
Discrete Inductors: World Markets, Technologies & Opportunities:
2009-2014
Table of Contents:
CONTACT: DENNIS M. ZOGBI, PRESIDENT ....................................................................................................... 1
PUBLISHED: SEPTEMBER 2009.......................................................................................................................... 1
Discrete Inductors: World Markets, Technologies & Opportunities: 2009-2014 .................................................2
Table of Contents: .....................................................................................................................................................2
TECHNOLOGY OVERVIEW: ......................................................................................................11
INTRODUCTION TO INDUCTORS (COILS): .......................................................................................................11
Variations in Coil Technology:.................................................................................................................11
Coil Diameter: .........................................................................................................................................................11
Wire Turns: ..............................................................................................................................................................11
Core Materials: ........................................................................................................................................................11
Inductor Applications in Digital Electronics:..........................................................................................12
Signal Control:.........................................................................................................................................................12
Noise Control and Elimination (LC Filter):...........................................................................................................12
Energy Storage and Voltage Stabilization: ............................................................................................................12
The Different Types of Inductors: .............................................................................................................13
Wirewound Coils:....................................................................................................................................................13
Deposited Coils: ......................................................................................................................................................13
INDUCTOR SALES CATEGORIES: 2009 ............................................................................................................13
EMC Suppression Components: ...............................................................................................................13
Discrete Inductor (Coil) Components: .....................................................................................................13
Ferrite Cores:.............................................................................................................................................14
Inductors (Coils) Are Used in Both Communications and Power Devices: ..........................................14
SCOPE OF MARKET COVERAGE: .....................................................................................................................14
Discrete Inductors As a Subset of The Passive Electronic Components Market: 2009 ........................14
Discrete Inductors As a Subset of The Global Magnetic Devices Market: 2009 ..................................15
Discrete Inductor Component Configurations: .......................................................................................15
Discrete Inductors: Types, Construction, Product Markets and Case Sizes:.......................................................16
WORLD MARKETS: .......................................................................................................................17
GLOBAL MARKET VALUE, VOLUME AND PRICING FOR INDUCTORS: 2009 FY ENDING MARCH, FY 2010
FORECAST ........................................................................................................................................................17
Global Market Value, Volume and Pricing For Discrete Inductors: 2007-2009; 2010 Forecasts (FY
Ending March of Each Year) ....................................................................................................................17
Changes in Market Value: 2007-2009; 2010 Forecast:..........................................................................17
Changes in Market Volume: 2007-2009; 2010 Forecast:.......................................................................17
Changes in Unit Pricing: 2007-2009; 2010 Forecast: ...........................................................................18
Reasons for Changes in the Global Discrete Inductor Markets: 2008-2010.........................................18
Chip Inductor Shipment Value: 2008-2009 FY Ending March ..............................................................19
DEMAND BY INDUCTOR TYPE & CONFIGURATION: ......................................................19
FERRITE BEADS AND BEAD ARRAYS: WORLD MARKET OUTLOOK: 2009-2014 .........................................19
Product Description and Market Overview: 2009 ..................................................................................19
Market Size and Market Outlook: 2010-2014..........................................................................................21
CHIP COILS: MULTILAYERED CHIP INDUCTORS: WORLD MARKET OUTLOOK: 2009-2014........................22
Product Description and Market Overview: 2009 ..................................................................................22
Market Size and Market Outlook: 2010-2014..........................................................................................23
MOLDED CASE WIREWOUND CHIP INDUCTORS: WORLD MARKET OUTLOOK: 2009-2014 ........................23
Market Size and Market Outlook: 2010-2014..........................................................................................24
SMD WIREWOUND COILS: GLOBAL MARKET OUTLOOK: 2009-2014.........................................................24
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Market Size and Market Outlook: 2010-2014..........................................................................................25
AXIAL LEADED INDUCTORS: G LOBAL MARKET OUTLOOK: 2009-2014 ......................................................25
Market Size and Market Outlook: 2010-2014: ........................................................................................26
RADIAL LEADED INDUCTORS: WORLD MARKET OUTLOOK: 2009-2014 .....................................................26
Market Size and Market Outlook: 2010-2014: ........................................................................................26
FERRITE CORES (E CORES, TOROIDAL CORES, OTHER CORES): WORLD MARKET OUTLOOK: 2009-2014
..........................................................................................................................................................................26
Market Size and Market Outlook: 2010-2014: ........................................................................................26
INDUCTOR, COIL AND CORE DEMAND BY TYPE AND CONFIGURATION: FY 2009 SUMMARY ...................27
Global Consumption Value, Volume and Pricing For Discrete Inductors, Coils and Cores By Type
and Configuration: 2009 (Fiscal Year Ending March)...........................................................................27
Global Consumption Value for Discrete Inductor, Coils and Cores By Configuration: 2009 (Surface
Mount, Throughole and Core) ..................................................................................................................28
Global Consumption Value For Surface Mount Inductors By Type: 2009 (Ferrite Bead, Bead Array,
ML Chip Coil, Molded Case Wirewound Chip, SMD Wirewound Coil): 2009.....................................29
Global Consumption Volume For Surface Mount Inductors By Type: 2009 (Ferrite Bead, Bead
Array, ML Chip Coil, Molded Case Wirewound Chip, SMD Wirewound Coil): 2009 .........................30
Global Consumption Value For Throughole and Core Inductors By Type: 2009 (Ferrite Cores, Axial
Leaded Wirewound, Radial Leaded Wirewound, Wirewound Bobbin): 2009 .......................................30
Global Consumption Volume For Throughole and Core Inductors By Type: 2009 (Ferrite Cores,
Axial Leaded Wirewound, Radial Leaded Wirewound, Wirewound Bobbin): 2009 .............................31
EMC SUPPRESSION, COIL AND CORE MARKET BREAKDOWN: 2009 ...........................................................31
CRITICAL SUB-A SSEMBLY MARKETS FOR INDUCTORS, COILS AND CORES: 2009 ......................................32
DC/DC Converters and Power Supplies:.................................................................................................32
I/O Ports (USB, IEEE 1394, HDMI, Video Out):....................................................................................32
DC Motors: ................................................................................................................................................33
Communication Chipsets and Antennas:..................................................................................................33
AC Adapters: ..............................................................................................................................................33
Inverters: ....................................................................................................................................................33
Hard Disc Drives and Flash Memory: .....................................................................................................33
Microprocessors and Other Circuit Applications: ..................................................................................33
COMPETITION AND MARKET SHARES: ...............................................................................34
DISCRETE INDUCTOR MANUFACTURERS: CHANGES IN REVENUES: 2009 ...................................................34
Revenue Changes in The Inductive Device Groups of Selected Manufacturers: FY 2008 ...................34
Discrete Inductor Vendors: Global Sales & Market Shares: .................................................................34
Top 21 Discrete Inductor, Coil and Core Manufacturers: Estimated Global Sales and Market Shares:
2007-2008-2009 and 2010 FY Forecasts .................................................................................................35
Competitive Environment By Inductor, Coil and Core Product Type: 2009 .........................................36
DISTRIBUTION CHANNELS FOR DISCRETE INDUCTORS: 2009.......................................................................36
Top Distributors of Discrete Inductors And Their Respective Vendors: 2009 ......................................37
Changes in How Inductors Are Distributed:............................................................................................37
TTI, Inc.: ..................................................................................................................................................................38
Digi-Key: .................................................................................................................................................................38
Avnet: .......................................................................................................................................................................38
Arrow: ......................................................................................................................................................................38
Future Electronics:...................................................................................................................................................38
Top Distributors of Discrete Inductors and Their Respective Vendors: 2009.......................................39
WORLD REGIONS: .........................................................................................................................39
INDUCTOR, COIL AND FERRITE SALES BY W ORLD REGION: 2009-2014 .....................................................39
Global Consumption Value for Discrete Inductors By World Region: FY2007, FY 2008, FY 2009 and
FY 2010 Forecasts .....................................................................................................................................40
END-USE MARKETS: .....................................................................................................................41
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DISCRETE MARKETS BY END-U SE SEGMENT: 2007-2008-2009-2010.........................................................41
General Overview of Changes in The Market For 2009: .......................................................................41
Value, Volume and Pricing For Discrete Inductors By End-Use Market Segment and Individual
Product Markets: FY 2009 ........................................................................................................................42
Global Consumption Value for Discrete Inductors By End-Use Market Segment: FY2007, FY 2008,
FY 2009, and FY 2010 Forecasts .............................................................................................................42
Global Consumption Value, and Changes in Demand for Discrete Inductors by End-Use Market
Segment: 2007-2009, FY 2010 Forecasts ................................................................................................43
TELECOMMUNICATIONS:..........................................................................................................43
TELECOMMUNICATIONS EQUIPMENT AND THE DISCRETE INDUCTOR MARKETS: FY 2009........................43
WIRELESS HANDSETS: ................................................................................................................43
INDUCTOR CONSUMPTION VALUE AND VOLUME IN WIRELESS HANDSETS: FY 2009 ................................44
Handset Market Update FY 2008-FY 2009-FY 2010...........................................................................................44
Global Production Forecasts For Wireless Handsets: 2009-2015 (In Millions of Units)...................................45
Ferrite Bead, SMD Chip Coil and Bead Array Applications in Wireless Handsets: 2009.................................46
Inductor Applications By Type and Circuit Application In Wireless Handsets: 2009 .......................................46
Inductor Content In Wireless Handsets: Trend Analysis......................................................................................46
Sample Teardown Analysis: Inductor Content In A Sony Wireless Handset.........................................48
WIRELESS LAN BOXES:...............................................................................................................48
Global Unit Shipments of Wireless LAN Boxes and Forecasts to 2104.................................................49
Global Production Forecasts For Wireless LAN Boxes: 2009-2015 (In Millions of Units) ..............................49
Inductor Content in a Wireless LAN Box (Ferrite Bead, Multilayered Chip Coil, Molded Case Chip and SMD
Wirewound Inductor): .............................................................................................................................................49
Inductor Applications By Type and Circuit Application In Wireless LAN Boxes: 2009 ..................................50
Sample Teardown Analysis: Inductor Content In A USR Wireless LAN...........................................................50
Trends and Directions In Wireless LAN Boxes (802.11a and MIMO): 2009-2014...........................................50
Outlook for Wireless LAN Box Shipments To 2014:...........................................................................................51
COMPUTERS:...................................................................................................................................51
INDUCTORS, COILS AND CORE MARKETS IN THE G LOBAL COMPUTER INDUSTRY: 2009...........................51
Computers & Business Machine Market Segment: FY 2009-2010 Outlook..........................................51
Global Production Forecasts For Notebook & Netbook Personal Computers: 2009-2015 (In Millions of
Units)........................................................................................................................................................................52
Netbook: Unit Shipments for 2010-2014...............................................................................................................52
Market Shares in The Emerging Netbook Computer Market: 2009 ....................................................................52
Are Netbooks a Threat To The Overall Computer Market For Components? ....................................................53
Inductors in Portable Computing: ............................................................................................................53
Inductor Applications By Type and Circuit Application In Notebook Computers: 2009 ..................................54
Teardown Analysis: Inductor Content In A Notebook Computer: ......................................................................54
DESKTOP COMPUTERS:..............................................................................................................55
INDUCTOR MARKETS IN DESKTOP COMPUTERS: 2009 ..................................................................................55
Global Production Forecasts For Desktop Personal Computers: 2009-2015 (In Millions of Units) 55
COMPUTER PRINTERS: ...............................................................................................................56
INDUCTORS MARKETS IN THE WORLDWIDE COMPUTER PRINTER INDUSTRY: 2009 ...................................56
Global Production Forecasts For Computer Printers: 2009-2015 (In Millions of Units) ...................56
Inductor Applications By Type and Circuit Application In Computer Printers: 2009 .......................................57
CONSUMER ELECTRONICS:......................................................................................................57
INDUCTOR MARKETS IN CONSUMER AUDIO AND VIDEO I MAGING MARKET SEGMENT: FY 2009 .............57
TELEVISION SETS: ........................................................................................................................58
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INDUCTOR MARKETS IN TELEVISION SETS: FY 2009....................................................................................58
LCD and PDP TV Set Production and Outlook: 2010-2015................................................................................58
Global Production Forecasts For LCD and PDP TV Sets: 2009-2015 (In Millions of Units)........................58
Inductor Content in a LCD Monitor: 2009 ............................................................................................................59
Inductor Applications By Type and Circuit Application In LCD and PDP TV Sets: 2009 ...............................59
Inductor Markets in CRT Monitors: 2009-2015....................................................................................................59
Global Production Forecasts For CRT TV Sets: 2009-2015 (In Millions of Units) ...........................................60
Digital TV Market Trends: Temporary Slowdown, But Growth Drivers Remain Apparent: 2010-2015.........60
Key Growth Catalysts In Digital Television Sets: 2009-2015 .............................................................................60
Future Trends: Connected TVs, Multi-Standard Media Decoders and The Inductor Market: 2010-2015........61
Transition To Digital TV Standards in Developing Nations: 2010-2015............................................................61
DVD-RECORDERS:.........................................................................................................................62
INDUCTOR MARKETS IN DVD-RECORDERS: FY 2009 ..................................................................................62
DVD-R Market Outlook: 2010-2015: ....................................................................................................................62
Global Production Forecasts For DVD Recorder Boxes: 2009-2015 (In Millions of Units).............................62
Inductor Unit Content in DVD-R Boxes: 2009:....................................................................................................63
Inductor Applications By Type and Circuit Profile In DVD Recorder Boxes: 2009..........................................63
DVD-R Growth Drivers: 2010-2015 ........................................................................................................63
High-Definition TV Set Sales Strongly Relate to DVR Sales..............................................................................63
Most of The World’s Population Still Receive TV over Analog Channels.........................................................63
Planned Switch To Digital TV Signal By Country To 2016: ...............................................................................64
Key Technical-Economic Trends Impacting DVD-R: 2010-2015 ..........................................................64
BRIC Economies Adopting Red-Laser DVDs: .....................................................................................................64
Opportunities in The Emerging Automotive DVD Market Segment ..................................................................64
Blue-Ray and Upconverter DVD Trends: 2010-2015: .........................................................................................65
VIDEO GAME DEVICES: ..............................................................................................................65
INDUCTOR MARKETS IN VIDEO GAME D EVICES: FY 2009 ...........................................................................65
Set-Top Video Game Device Market Outlook: 2010-2015:.................................................................................65
Global Production Forecasts For Set Top Video Game Consoles: 2009-2015 (In Millions of Units) ..............66
Portable Video Game Device Market Outlook: 2010-2015: ................................................................................66
Global Production Forecasts For Portable Video Game Consoles: 2009-2015 (In Millions of Units) .............67
Inductor Unit Content in Video Game Boxes (Set Top Versus Portable): 2009:................................................67
Inductor Applications By Type and Circuit Profile In Video Game Consoles: 2009.........................................68
Inductor Applications By Type and Circuit Profile In Portable Video Games: 2009.........................................68
Video Game Market Outlook: Upgrades and MEMs in 2011-2012 ....................................................................68
Video Game Companion Electronic Devices: A New Market Opportunity........................................................69
Pricing Pressure For Next Generation Game Consoles: .......................................................................................69
Next Generation Portable Gaming Trends: 2010-2015 ........................................................................................69
PORTABLE AUDIO (MP3) PLAYERS:.......................................................................................69
INDUCTOR MARKETS IN PORTABLE AUDIO DEVICES: FY 2009 ...................................................................69
Portable Audio Device Market Outlook: 2010-2015: .............................................................................69
Global Production Forecasts For MP3 Audio Players: 2009-2015 (In Millions of Units).................................70
Inductor Unit Content in Portable Audio Devices: 2009- ....................................................................................70
Inductor Applications By Type and Circuit Profile In MP3 Audio Players: 2009 .............................................71
Portable Audio Devices: Technical Trends and Directions: 2010-2014..............................................................71
Key Growth Drivers In Portable Audio Players: 2010-2015 .................................................................71
Wireless Connectivity: ............................................................................................................................................71
Video Enabled Portable Audio Players:.................................................................................................................71
DIGITAL CAMERAS: .....................................................................................................................72
INDUCTOR MARKETS IN DIGITAL CAMERAS: FY 2009 .................................................................................72
Digital Still Camera Market Outlook: 2010-2015: .................................................................................72
Global Production Forecasts For Digital Still Camera2009-2015 (In Millions of Units) ..................................72
Inductor Content In Digital Still and Digital Video Cameras: 2009....................................................................73
Inductor Applications By Type and Circuit Profile In Digital Cameras: 2009 ...................................................73
Digital Cameras: Technical Trends and Directions: 2010-2015 ...........................................................73
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Threats To The Near-Term Market Cycle: ............................................................................................................73
Coming Changes In Camera Technology: 2010-2015..........................................................................................74
The Development of High Definition Hybrid Cameras: 2010-2015: ..................................................................74
Wi-Fi Enabled Digital Cameras: 2010-2015: ........................................................................................................74
Digital Single-Lens Reflect (DSLR) Technology: ................................................................................................74
AUTOMOTIVE ELECTRONICS:.................................................................................................75
INDUCTOR AND COIL MARKETS IN AUTOMOTIVE ELECTRONIC SUBASSEMBLIES: FY 2009 ......................75
Inductor Content In A Standard Automobile: 2009.................................................................................75
Automotive Electronics Market Segment: FY 2009-2010 Outlook.....................................................................75
Global Light Class 3-8 Vehicle Sales Outlook To 2015:......................................................................................75
Global Class 3-7 Sedan and Class 8 Truck Production Forecasts: 2009-2015....................................................76
Inductor Applications By Type and Circuit Profile In Automotive Electronics By Sub-Assembly: 2009
.....................................................................................................................................................................77
Molded Case Chips and Axial Leaded Wirewound Inductors: ............................................................................77
Car Body & Drive Control Electronics:.................................................................................................................77
Under-The-Hood Electronics: ................................................................................................................................77
Safety & Convenience Electronics:........................................................................................................................77
Car Navigation System Electronics:.......................................................................................................................77
Hybrid Electric Vehicle Electronics:......................................................................................................................77
Inductor Applications By Type and Circuit Profile In Automotive Electronics By Sub-Assembly: 2009 .......78
Growing Demand for Hybrid Vehicle Technologies ...............................................................................78
Hybrid Solution Should Change The Numbers For Passive Content Per Automobile:......................................78
Automotive: Overall Impact On Passive Components: ........................................................................................79
Passive Component Vendors With Exposure To Automotive Electronics Segment: .........................................79
2010-2015 Growth Outlook:...................................................................................................................................80
WHITE GOODS (LARGE HOME APPLIANCES)....................................................................80
INDUCTOR AND COIL MARKETS IN LARGE HOME A PPLIANCES: FY 2009 ...................................................80
The Market For White Goods and Outlook To 2015:...........................................................................................80
Global Production Volume for White Goods: 2009-2014 Forecasts (In Millions of Units) ..............................81
Inductor Applications By Type and Circuit Profile In White Goods By Type (Air Conditioner, Refrigerator,
Dishwasher and Microwave Oven): 2009..............................................................................................................81
LIGHTING BALLASTS: .................................................................................................................82
INDUCTOR AND COIL MARKETS IN SLIM LINE AND RAPID START LIGHTING BALLASTS: FY 2009 ...........82
Global Market Outlook For Lighting Ballasts: 2010-2015:...................................................................82
Global Production Volume for Electronic Slim Line and Rapid Start Lighting Ballasts: 2009-2014 Forecasts
(In Millions of Units) ..............................................................................................................................................82
Robust Nature of Inductors and Cores in Lighting Ballasts: ................................................................................83
Inductor Applications By Type and Circuit Profile In Slim Line and Rapid Start Lighting Ballasts: 2009 .....83
OTHER MARKETS: ........................................................................................................................83
MEDICAL ELECTRONICS: GLOBAL MARKET OUTLOOK ................................................................................83
DEFENSE ELECTRONICS: GLOBAL MARKET OUTLOOK .................................................................................83
Changes in Defense Spending On Electronics in 2009:........................................................................................84
Military Specifications For Inductors: 2009............................................................................................84
MINING AND OILWELL ELECTRONICS: GLOBAL MARKET OUTLOOK ...........................................................84
Major Vendors of Defense Related and Application Specific Inductors: 2009 ..................................................85
EMERGING MARKETS AND OPPORTUNITIES: 2010-2015 ...............................................85
APPLICATIONS THAT WILL DRIVE THE FUTURE GROWTH OF I NDUCTOR CONTENT IN DIGITAL
ELECTRONICS: .................................................................................................................................................85
Mobile Internet Devices (MIDs):..............................................................................................................85
The Combination of Communications Features and Functionality In Traditional Consumer
Electronics: ................................................................................................................................................86
The Proliferation of Touch Screen Interfaces:.........................................................................................86
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Digital Photoframes and Connected Displays: .......................................................................................86
Six New Consumer Technologies That Will Grow The Inductor Market: .............................................86
Emerging Technologies and The 2015 EMC Suppression, Coil and Core Forecasts: .........................87
FORECAST: SUMMARY OF CHANGES IN UNIT SHIPMENTS OF END-PRODUCTS CONSUMING DISCRETE
INDUCTORS: 2009-2014 ..................................................................................................................................87
Global Unit Shipments of Black Box End-Products Consuming Inductors, Coils and Ferrites: 20102015 ............................................................................................................................................................88
Average Inductor Content in Electronic Black Boxes:: 2010-2015 .......................................................88
Average Rate of Price Erosion For Inductors, Coils and Ferrites: 2010-2015 ....................................88
Forecasts For Inductor, Coil and Ferrite Global Market Value: 2010-2015 .......................................89
Combined Black Box Unit Shipments Consuming Inductors: 2010-2015 .............................................90
OVERALL FORECASTS FOR INDUCTOR CONSUMPTION BY END-USE MARKET SEGMENT AND PRODUCT
MARKET: 2010 TO 2015..................................................................................................................................91
FORECASTS FOR INDUCTOR CONSUMPTION BY TYPE AND CONFIGURATION: 2010-2014 ..........................91
FORECASTS: 2009-2014 .................................................................................................................92
DISCRETE INDUCTOR MARKET FORECASTS TO 2014 ....................................................................................92
Global Value, Volume and Pricing Forecasts for Inductive Components By Type and Configuration:
2003-2009; 2010-2014F............................................................................................................................92
Global Unit Volume Of Shipments By Inductor Configuration: 2003-2009; 2010-2014F...................93
Global Volume Shipments By Inductor Type: 2003-2009; 2010-2014F ............................................................93
Global Value Of Shipments By Inductor Type: 2003-2009; 2010-2014F..............................................93
Global Value Shipments By Inductor Type: 2003-2008; 2009-2014F................................................................93
Global Average Unit Pricing For Inductors By Type: 2003-2008; 2009-2014F..................................93
Global Average Unit Pricing For Inductors By Type: 2003-2008; 2009-2014F (In USD per thousand pieces)
..................................................................................................................................................................................94
KEY COMPANY DATA:.................................................................................................................94
Competitive Intelligence On The World’s Top 21 Inductor Manufacturers:........................................94
API DELEVAN ..................................................................................................................................94
API Delevan ...............................................................................................................................................94
Company Description:...............................................................................................................................94
Relationship With Danaher:......................................................................................................................95
Inductor Product Portfolio: ......................................................................................................................95
CHILISIN............................................................................................................................................95
Chilisin Electronics Corporation..............................................................................................................95
Company Description:...............................................................................................................................95
Revenue Analysis: 2003-2008 CY .............................................................................................................95
Sales By Region: ........................................................................................................................................95
COILCRAFT......................................................................................................................................96
Coilcraft, Inc. .............................................................................................................................................96
Special Note On Coilcraft, Inc. .................................................................................................................96
EPCOS AG..........................................................................................................................................96
EPCOS AG .................................................................................................................................................96
Corporate Description: .............................................................................................................................96
2009 Update:..............................................................................................................................................97
Year Over Year Sales Estimates For 2009: .............................................................................................97
Changes By Operating Unit 1H 2009: Focus on Ceramics....................................................................97
EPCOS: Change In Sales By End-Use Market Segment: .......................................................................98
Changes in Sales By World Region: .........................................................................................................98
Inductors: .................................................................................................................................................................98
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How Revenues are Distributed By Division at EPCOS AG: 2008 .........................................................99
Expected Changes in EPCOS Revenues YoY Through September 2009 Forecast By Division:..........99
EPCOS Revenues by World Region: ........................................................................................................99
EPCOS Revenues By World Region: 2008 and Forecasts for 2009 (In Millions of Euro)..............................100
EPCOS Revenues by End-Use Market Segment: ...................................................................................100
EPCOS Forecasted Change In Revenues By End-Use Market Segment (Sept 2008 to Sept 2009): In Millions
of Euros ..................................................................................................................................................................101
EPCOS Manufacturing Facilities & Production By World Region:....................................................101
EPCOS Inductor and Ferrite Facilities: ................................................................................................101
Corporate Outlook:..................................................................................................................................101
FAIR-RITE ...................................................................................................................................... 102
Fair-Rite Products Corp..........................................................................................................................102
Company Description:.............................................................................................................................102
Inductor Product Line: ............................................................................................................................102
GOWANDA ..................................................................................................................................... 102
Gowanda Electronics Corp.....................................................................................................................102
Company Description:.............................................................................................................................102
Inductor Product Lines: ..........................................................................................................................103
LAIRDTECH................................................................................................................................... 103
Steward Manufacturing Company (Laird) .............................................................................................103
Company Description:.............................................................................................................................103
Inductor Product Line: ............................................................................................................................103
MAG-LAYERS ............................................................................................................................... 104
Mag-Layers Scientific-Technics Company Limited ...............................................................................104
Company Description:.............................................................................................................................104
Sales Data: ...............................................................................................................................................104
Recent Sales at Mag.Layers Scientific-Technics Company Limited: 2003-2008 ................................104
MURATA ......................................................................................................................................... 105
Murata Manufacturing Company Limited (RIC: 6981):.......................................................................105
Murata Company Description: ...............................................................................................................105
2009 Sales Data:......................................................................................................................................105
Murata Inductor Lines and Mulilayered Technology: ..........................................................................106
Murata Revenues by World Region:.......................................................................................................106
Murata Revenues by End-Use Market Segment: ...................................................................................106
Murata Acquisition of C&D Technologies (Power Magnetics Division) ............................................106
Power Electronics Division (Magnetics) .............................................................................................................106
PANASONIC ................................................................................................................................... 107
Panasonic Electronic Devices (RIC: 6752):..........................................................................................107
Matsushita Electric Industrial Co., Limited.........................................................................................................107
Panasonic Company Description: ..........................................................................................................107
Panasonic Passive Component Revenues: .............................................................................................107
Panasonic Component & Device Division Update: ..............................................................................108
Panasonic Component Lines: .................................................................................................................108
Panasonic 2009 Earnings Update:.........................................................................................................109
Panasonic Passive Component Revenues: .............................................................................................109
Panasonic Revenues by World Region:..................................................................................................109
Panasonic Revenues by End-Use Market Segment: ..............................................................................109
Panasonic Inductor Manufacturing Facilities (Tajima and Tianjin):..................................................109
Company Outlook for FY 2010:..............................................................................................................110
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PULSE .............................................................................................................................................. 110
Pulse (Technitrol) ....................................................................................................................................110
Company Description:.............................................................................................................................110
Relationship With Technitrol: .................................................................................................................110
Power Magnetics Products: ....................................................................................................................111
Broadband: RF & Wireless Products: ...................................................................................................111
Signal Magnetics Products (LAN Connectivity):...................................................................................111
Signal Magnetics Products: ....................................................................................................................111
Broadband/Internet Access Products:....................................................................................................111
RF Chip Inductor Product Line: .............................................................................................................111
Military-Aerospace Products:.................................................................................................................111
SAGAMI........................................................................................................................................... 112
Sagami Electric Company Limited .........................................................................................................112
Company & Inductor Product Description:...........................................................................................112
Total Employees: .....................................................................................................................................112
SAM WHA ....................................................................................................................................... 113
Sam Wha Electronics Company Limited ................................................................................................113
Company Description:.............................................................................................................................113
Revenue Analysis: ....................................................................................................................................113
SUMIDA ........................................................................................................................................... 113
Sumida Electric Company Limited (RIC: 6817) ....................................................................................113
Company Description:.............................................................................................................................113
2009 Update:............................................................................................................................................114
Sumida Corporation Reports 17.3% Sequential Growth in The June 2009 Quarter; Down 34.9% YoY
...................................................................................................................................................................114
Historical Financial Data ......................................................................................................................................114
Sumida Revenues by World Region:.......................................................................................................114
Sumida Revenues by End-Use Market Segment: ...................................................................................114
Sumida Passive Component Manufacturing Footprint By World Region: ..........................................115
SUNLORD ....................................................................................................................................... 115
Shenzhen Sunlord Electronics Co., Ltd. .................................................................................................115
Company Description:.............................................................................................................................115
Sales Analysis: .........................................................................................................................................116
TAIYO YUDEN .............................................................................................................................. 116
Taiyo Yuden Company Limited (RIC: 6976): ........................................................................................116
Taiyo Yuden Co Ltd..............................................................................................................................................116
Company Description: ..........................................................................................................................................116
2009 Update:............................................................................................................................................116
Taiyo-Yuden Revenue By Product Group: .............................................................................................117
Taiyo Yuden Revenues by World Region: ..............................................................................................117
Taiyo Yuden Revenues by End-Use Market Segment: ...........................................................................118
TDK................................................................................................................................................... 119
TDK Corporation (RIC: 6762): ..............................................................................................................119
Company Description: ..........................................................................................................................................119
2009 Update:............................................................................................................................................119
TDK Electronic Material Group Forecasts: 2010-2012.......................................................................120
Additional Inductor Revenues In ED Group:.........................................................................................120
TDK Corporation Reports 30.5% Sequential Increase in June Quarter Sales; Down 4.8% YoY......120
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P a s s i v e C om p on e n t In d u s t r y R e p o r t 2 0 0 9
TDK Revenues by World Region: ...........................................................................................................121
TDK Revenues by End-Use Market Segment:........................................................................................121
TDK Yamagata Inductor Plant: ..............................................................................................................121
TDK MERGER WITH EPCOS AG TO FORM TDK EP ................................................................................121
Why It Makes Sense:.............................................................................................................................................121
Where the Synergies are for Both Revenues and Earnings: ...............................................................................122
What Does this Level Of Consolidation Mean For The Passive Components Industry?.................................123
The Multiple Dielectric Strategy: .........................................................................................................................124
TOKO ............................................................................................................................................... 125
TOKO Inc. (RIC: 6801):..........................................................................................................................125
Company Description: ..........................................................................................................................................125
2009 Update:............................................................................................................................................125
TOKO Reports 3.6% Sequential Growth in June Quarter; Down 35.3% YoY ....................................126
Historical Financial Analysis .................................................................................................................126
TOKO Revenues by World Region: ........................................................................................................126
TOKO Revenues by End-Use Market Segment:.....................................................................................126
TOKO Production Footprint By World Region:....................................................................................126
TT ELECTRONICS ....................................................................................................................... 127
TT Group PLC..........................................................................................................................................127
Company Information: ............................................................................................................................127
Primary Holdings in Passive Components: ...........................................................................................127
Product Offerings In Inductors (BI Technologies and MMG/Neosid) .................................................127
TT Group- BI Technologies Corporation ............................................................................................................128
TT Electronics (MMG) .........................................................................................................................................128
MMG-North America...............................................................................................................................128
VISHAY............................................................................................................................................ 128
Vishay Intertechnology (NYSE:VSH) .....................................................................................................128
2009 Update .............................................................................................................................................128
Costs of Goods Sold in 2009:..................................................................................................................129
Company Description: ..........................................................................................................................................129
Vishay Passive Component Revenues: ...................................................................................................129
Vishay Revenues by World Region: ........................................................................................................130
Vishay Revenues by End-Use Market Segment: ....................................................................................130
Vishay Production of Passive Components By World Region:.............................................................130
Vishay Passive Component Production By World Region and Country:..........................................................131
WURTH ELEKTRONIK .............................................................................................................. 132
Wurth Electronik eiSOS GmbH & Co. KG.............................................................................................132
Company Description & Relation With Wurth Group: .........................................................................132
Revenue Data: ..........................................................................................................................................132
YAGEO-FERROXCUBE .............................................................................................................. 132
Yageo Corporation (TW 2327): ..............................................................................................................132
2009 Update:............................................................................................................................................132
Yageo Monthly Sales Data: 2007-2009 (NT$: 100MM) .......................................................................133
Company Description: ..........................................................................................................................................134
Yageo Passive Component Revenues: ....................................................................................................134
Yageo Revenues by World Region: .........................................................................................................134
Yageo Revenues by End-Use Market Segment: .....................................................................................134
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