Circuit Protection Components Paumanok Publications, Inc. Circuit Protection Components: World Markets, Technologies & Opportunities: 2008-2013 Published May 2008 Number of Pages: 464 Price: $3,750 USD ©2008 Paumanok Publications, Inc. Sourcing: Paumanok 1988-2008 Circuit Protection Component Database Paumanok Publications, Inc.224 High House Road, Suite 210* Cary, NC 27513 USA (919) 468-0384* (919) 468-0386 Fax www.paumanokgroup.com Written by: Dennis M. ZogbiEmail: dennis@paumanokgroup.com 1 Circuit Protection Components Paumanok is a focused market research company.that addresses the global markets for capacitors, resistors, inductors and circuit protection devices only. This includes raw material usage and supply, manufacturing, distribution and consumption. We do business in a variety of countries for 20 years. This study is a focused report from our database on passive components. 2 Circuit Protection Components Circuit Protection Components include both overvoltage and overcurrent protection devices that are sold in a variety of configurations Table of Contents Circuit Protection Components: World Markets, Technologies & Opportunities: 2008-2013 ........................................................1 Table of Contents ...................3 Executive Summary................................................................21 The Forces Affecting The Market: ..............................................................21 Global Market Size and Forecasts: 2008-2013:.........................................22 Over-Voltage Versus Overcurrent Protection Component Markets: 2008 23 Market Outlook: 2008-2013..........................................................................24 (Overvoltage Versus Overcurrent Protection Components)...................24 Market Growth: 1993-2008; 2008-2013 Forecasts (In Millions of USD)26 Reasons for Market Growth: 2008-2013 ....................................................27 Global Consumption Volume Circuit Protection Components By Type (Overvoltage Versus Overcurrent): 2008 ...........................................................................28 3 Circuit Protection Components Historical Unit Shipments By Type: Overvoltage and Overcurrent: 1993-1998; 1998-2003; 2003-2008 and Forecasts to 2013:................................................................ 30 Technology Overview.......................................................32 Over-Voltage Protection Components..................................... 32 Over-Voltage Protection Component Products:..............32 Zener Diodes:............................................................................... 32 Silicon Avalanche Diodes ........................................................... 33 Over-Current Protection Components.................................... 38 Fuses: ............................................................................................ 39 PTC Thermistors: ....................................................................... 44 ................................................................................................... 45 Ceramic PTC Thermistors .................................................. 45 (Barium Titanate): ................................................................ 45 ................................................................................................... 45 Polymer PTC Construction (Carbon Doped Polymer):45 NTC Thermistors:....................................................................... 46 Changes in Technology By Circuit Protection Platform:46 Fusible Element Technology ..................................................... 46 Silicon Technology ...................................................................... 47 Metal Oxide Technology ............................................................ 48 Titanate Ceramics....................................................................... 49 Polymer Protection ..................................................................... 49 Gas/Ceramic ................................................................................ 49 Thick-film Cermets..................................................................... 49 Plastic Film................................................................................... 50 1 (A) Standards & Regulations: .......................................51 The Value-Added Approach To Circuit Protection...... 52 The Value Of Compliance With International Standards & Regulations: ESD Vs. Lightning Protection:............................................ 54 IEC 61000 2, 4 and 5 Specifications:............................... 56 53 Important Changes To The IEC Specifications:2003-2008.. 57 Telcordia....................................................................................... 58 GR1089-Core......................................................................... 58 The 2003-2008 Update To GR 1089 ......................................... 60 Important Changes To Level 2- System Level Electrostatic Discharge 61 Important Changes To Section 4-Lightning and AC Power Fault Section 4): 61 Additional Specifications For Circuit Protection: ................. 63 4 Circuit Protection Components UL 198G Fuses For Supplementary Overcurrent Protection 63 UL 1459 2nd Edition: ............................................................. 64 UL 1950 3rd Edition/CSA C22.2 No 950-95.................... 64 UL 497 ..................................................................................... 64 IEC 127 Cartridge Fuse Links For Miniature Fuses........ 65 ITU-T K.20 and K.21 ........................................................... 65 FCC Part 68 ........................................................................... 67 2.0. Circuit Protection Component Markets: 2008 .........68 Circuit Protection Components: Trend Analysis (15 Years): Comparative Valuations (Units):: ..................................... 69 Overvoltage Protection Components: Market Update: 2008 Overcurrent Protection Components: Market Update: 2008 68 71 71 Global Volume Of Shipments For Electronic Circuit Protection Components By Type: 2003-2008 ........................................................................................................ 72 Global Unit Shipments For Electronic Circuit Protection Components By Protection Type (Overvoltage Versus Overcurrent): 2003-2008 (In Millions of Pieces)73 Global Value Of Shipments For Electronic Circuit Protection Components By Type: 2003-2008 ........................................................................................................ 73 Global Value Of Shipments For Electronic Circuit Protection Components By Type: 2003-2008 (Actual) (In Millions of USD) ............................................................. 75 Global Average Unit Pricing For Electronic Circuit Protection Components By Type: 2003-2008 77 (In USD) .................................................................................. 77 Trend Tracking Shifts In Price Over Time:.................... 77 Value of Circuit Protection Component Shipments By World Region: 1993-2008; 2008-2013 Forecasts (In Millions of USD) ............................................................. 80 Shifts in Global Consumption Of Circuit Protection Components By Type and World Region: 20032008 ............................................................................................... 81 American Market Growth: 2003-2008 ............................ 81 European Market Growth: 2003-2008............................. 81 Asia-Pacific Market Growth: 2003-2008........................ 81 Shifts in Global Consumption Of Circuit Protection Components By Type and World Region: 20032008 (In Millions of USD).................................................... 82 Demand For Circuit Protection Components by Type and End-Use Market Segment: 2008 82 Automotive, Line Voltage & Digital Electronics Markets: 82 Global Consumption Value For Circuit Protection Components By End-Use Market Segment: 19932008; 2008-2013 Forecasts................................................. 84 Demand For Circuit Protection Components by Component Type and End-Use Market Segment: 2003- Versus 2008 ....................................................................... 85 Global Consumption Value for Circuit Protection Components By Type and End-Use Market Segment: ................................................................................................... 86 5 Circuit Protection Components Competitive Analysis ........................................................86 Electronic Circuit Protection Component Suppliers: 2008 Estimated Sales & Market Shares By Component Type................................................................... 86 Global Vendors of Circuit Protection Components by Component Type: 2008 Sales and Market Shares ....................................................................................... 88 Overcurrent Protection Components: Market Focus and Forecasts: 2008-2013 Overcurrent Protection Components By Type: Market Descriptions: 2008 88 90 SUMMARY OF MARKET FORECASTS: 2008-2013.91 Emerging Component Technology: ................................... 91 Vertical Integration: ............................................................... 91 Modular Assemblies: ............................................................. 91 Core Market Growth To 2013............................................. 92 Circuit Protection Components: World Market Forecasts By Type: 2008-2013 92 ELECTRONIC FUSE MARKETS: 2008-2013..............93 Introduction ................................................................................. 93 Fuse Applications: ....................................................................... 93 Digital Electronics Markets: 2008 .................................... 93 Automotive Fuse Markets: 2008 ....................................... 94 Power Fuse Markets: 2008 ................................................. 94 Fuse Markets: Global Value and Volume of Consumption: 95 Market Segmentation ........................................................... 95 Value & Volume Of Global Demand For Electronic Fuses: 2008 95 Global Market For Electronic Fuses: 2003-2008 (In Millions of USD & Millions of Pieces) 96 Changing Fuse Demand By End-Use Market Segment ........ 96 2013 Fuse Forecasts By Market Segment: ..................... 96 World Market For Standard Fuses By End-Use Market Segment: 2003-2008-2013(In Millions Of US Dollars) .................................................................................... 97 Changing Fuse Consumption By World Region .................... 98 Value Of Demand For Electronic Fuses By World Region: 2008 98 Fuse Consumption Forecasts By World Region: 2008-2013 98 Electronic Fuse Consumption Value By World Region: 2003- 2008; 2008-2013 99 Fuse Markets By Key Country: 2008 ........................... 100 The American Fuse Market: 2008.......................................... 100 United States Fuse Markets: 2008 ..................................100 Mexican Fuse Markets: 2008...........................................100 6 Circuit Protection Components Canadian Fuse Markets: 2008..........................................100 Brazil & Other American Fuse Markets: 2008............100 The European Fuse Markets: 2008 ......................................... 101 German Fuse Markets: 2008 ............................................101 United Kingdom Fuse Markets: 2008............................101 French Fuse Markets: 2008 ..............................................101 Holland Fuse Markets: 2008 ............................................101 Italian Fuse Markets: 2008 ...............................................102 Spanish Fuse Markets: 2008 ............................................102 Asia-Pacific Fuse Markets: 2008 ............................................. 102 Chinese PRC Fuse Markets: 2008 ..................................102 Japanese Fuse Markets: 2008...........................................102 Taiwan and Korea Fuse Markets: 2008.........................102 Regional Forecasts for Fuse Consumption: 2008-2013....... 103 Global Consumption Value For Fuses By Country of Consumption: 2003-2008; 2008-2013 Technology Trends & Directions In Electronic Fuses: 2008-2013 104 Fuse Market Shares: 2008 ........................................................ 105 Electronic Fuse Suppliers; 2003-2008 Changes In Global Sales & Market Shares 105 Standard Fuse Suppliers: 2003-2008 Sales & Market Shares (In Millions of US Dollars) 106 Minor Fuse Vendors: 2008 ...............................................107 Sales and Shares by Fuse End-Use Market Segment: 2008108 Electronic Fuses: Market Shares in 2008......................108 Automotive Fuses: Market Shares in 2008...................108 Power Fuses: Market Shares in 2008 .............................108 Fuse Suppliers: 2008 Estimated Sales & Market Shares By Segment 109 Top 18 Manufacturers of Fuses: 2008 Revenues By World Region: 110 Top 18 Fuse Manufacturers: Revenue Estimates By World Region: 2008 110 Forecasts For Growth In Electronic Fuses: 2008-2013....... 111 Automotive Fuses: 2003-2008.........................................111 Electronic Fuses: 2003-2008............................................111 Industrial Fuse Market Forecasts: 2003-2008..............111 Electronic Fuse Consumption Forecasts By End-Use Market Segment: 2003-2008 PTC THERMISTOR MARKETS: 2008-2013 Introduction & Reasons for the Report ................................ 113 Technology Overview & Product Descriptions .................... 113 Ceramic PTC Construction (Barium Titanate) ............114 Polymer PTC Construction (Carbon Doped Polymer)114 7 113 112 104 Circuit Protection Components Differences In The Technology (Ceramic Vs. Polymer)114 Configurations (Leaded, SMD, Strap, Disc, Rectangular, Probe) 115 Radial Leaded PTC Designs ............................................115 Surface Mount PTC Designs............................................116 Axial Strap PTC Designs ..................................................117 Disc PTC Thermistors Designs: ......................................117 Rectangular PTC Element Designs: ...............................118 PTC Probe Assemblies ......................................................118 PTC Thermistor Manufacturing Process (Ceramic Vs. Polymer) 118 Ceramic PTC Thermistor Production Process .............118 Polymer PTC Production Process...................................119 Applications (Overcurrent, Switch, Sensing)...............119 PTC Thermistor Global Market Overview: 2008................ 120 Global Unit Shipments: 1998-2008......................................... 120 ...................................................................................................... 121 Global Value Of PTC Thermistor Shipments: 1998-2008.. 121 Global PTC Thermistor Consumption Value (All Types): 1998-2008 122 Global PTC Thermistor Average Unit Pricing: 1998-2003 122 Global PTC Thermistor Pricing (All Types): 1998-2008123 PTC Thermistor Market Summary: Ten Years: 1998-2008 (Value, Volume and Pricing Data) 124 Global Consumption Volume For PTC Thermistors By Type: 1998-2008 (Polymer Versus Ceramic) ...................................................................................................... 124 Global PTC Thermistor Consumption Volume By Type (Polymer Versus Ceramic): 2003-2008 .................................................................................................125 Global PTC Thermistor Consumption Value By Type (Polymer Versus Ceramic): 2003-2008 126 Ceramic PTC Markets Vs. Polymer PTC Markets: 1998-2008 127 Ten Year Market Summary: Global PTC Thermistor Consumption Volume, Value and Pricing By Type (Polymer Versus Ceramic): 2003-2008 ..............128 Global Consumption Value For PTC Thermistors By World Region: Changes in The Market 2003 To 2008 ............................................................................................. 128 PTC Thermistor Consumption Forecasts By World Region: 2008-2013 130 Global Consumption Value For PTC Thermistors By World Region: 2003-2008-2013 Comparison .................................................................................................130 PTC Thermistor Vendors: Top 39 Manufacturers Worldwide (Revenues By World Region): 131 PTC Thermistor and Switch Revenues By World Region: 2008 Estimates 131 Global Markets For PTC Thermistors By Applications (Overcurrent, Switch, Sensing) Forecasts for PTC Thermistor Consumption By Application: 2008-2013 132 Global Consumption Value For PTC Thermistors By Application: 2003-2008 Comparison Global Markets For PTC Thermistors By Type & Application: 2008-2013 134 8 132 133 Circuit Protection Components Global Value Of Consumption For PTC Thermistors By Type & Application (Ceramic Vs. Polymer): 2003-2008-2013 ..................................................................135 Overcurrent Protection Markets (Polymer & Ceramic) Forecasts to 2013 135 Degaussing Markets (Ceramic PTC Only) Forecasts To 2013 135 Temperature Sensing Markets (Polymer and Ceramic PTC): Forecasts To 2013 136 Heater Element Markets (Ceramic PTC) : Forecasts To 2013 136 Motor Start Markets (Ceramic PTC) : Forecasts To 2013 136 Probe Assembly Markets (Ceramic PTC) : Forecasts To 2013 137 PTC Thermistor Sales & Market Shares: 2008 ................... 137 Ceramic and Polymer PTC Thermistor & Switch Suppliers: 2008 Sales & Market Shares 138 PTC Global Market Forecasts: 2008-2013............................ 139 PTC Thermistor Shipment Forecasts By Type: 2008-2013 139 PTC Thermistor Shipment Forecasts: 2008-2013 (In Millions of USD) 140 NTC THERMISTOR MARKETS: 2008-2013 ............ 141 Introduction ............................................................................... 141 NTC Thermistor Production Process .............................141 Raw Material Usage (Cr, Mn, Fe, Co and Ni) .............142 Major Changes In The NTC Thermistor Market: 2008..... 142 Acquisitions..........................................................................142 Global NTC Thermistor Consumption: 2008....................... 142 Global NTC Thermistor Unit Shipments: Ten Year Analysis: 1998-2008 143 NTC Thermistor Consumption Volume (All Types): 2003-2008 144 Global NTC Thermistor Value Shipments: Ten Year Market Summary: 1998-2008 144 NTC Thermistor Consumption Value (All Types): 1998-2008 146 Global NTC Thermistor Average Unit Pricing: 1998-2008147 Applications for NTC Thermistors.................................147 Temperature Sensing Markets: Temperature sensing is the larger market for NTC thermistors when compared with temperature compensation. There are five primary market categories: 147 NTC Thermistor Consumption By End-Use Market Segment: 2008 148 Automotive Markets For NTC Thermistors: 2008 Update 148 Automotive OE Climate Control Systems: 2008 ........151 Automotive OE Liquid Control: .....................................151 Battery Temperature Sensor.............................................152 Electronic Fuel Injection ...................................................152 Home Appliance Markets For NTC Thermistors: 2008 Update 154 Medical Electronics Markets for NTC Thermistors: 2008 Update 158 Defense and Specialty Electronics Markets for NTC Thermistors: 2008 Update 9 158 Circuit Protection Components Digital Electronics Markets For NTC Thermistors: 2008 Update 159 Additional Electronics Markets.............................................. 161 NTC Thermistor Consumption Value By End-Use Market Segment: 2008 162 NTC Thermistors: Changes In Global Consumption By End-Use Market Segment: 2008-2013 Forecasts..................................................................................... 162 NTC Thermistor Consumption Value By End-Use Market Segment: 2008-2013 Shifts In NTC Thermistor Consumption By World Region: 2003-2008-2013 163 Global NTC Thermistor Consumption By End-Use Market Segment: 2008 164 163 NTC Thermistor Competitive Environment: 2008 ............. 164 NTC Thermistor Competitive Environment By End-Use Market Segment: 2008 NTC Thermistor Competitive Environment By End-Use Market Segment: 2008 NTC Thermistor Suppliers: 2008 Sales & Market Shares 165 NTC Thermistor Suppliers: 2003-2008 Sales & Market Share Comparison 165 164 164 Top 20 Manufacturers of NTC Thermistors and Probe Assemblies: Revenues by World Region 167 Global NTC Thermistor Revenues by Manufacturer and World Region: 2008 Estimates 168 NTC Thermistor Global Market Forecasts: 2008-2013 (Value, Volume and Pricing) 168 NTC Thermistors: Global Market Forecasts for Value, Volume and Prices: 2008-2013 169 DISCRETE SEMICONDUCTOR CIRCUIT PROTECTION MARKETS: 2008-2013 170 Semiconductor Market Overview:......................................... 170 Changes in Discrete Semiconductor Sales By Type: 1988-2998-2008 (In Millions of USD) 170 Silicon Circuit Protection Technology: 2008 (Zener, SAD and Thyristor) 171 Competition With Varistors For ESD Protection: ......172 Zener Diode Markets: 2008..................................................... 173 Silicon Avalanche Diode Markets: 2008................................ 174 Thyristor Markets: 2008.......................................................... 174 Consumption Volume For Silicon Circuit Protection Devices By Type: 2003-2008 175 Global Consumption Volume For Silicon Circuit Protection Devices By Type: 2003-2008 Global Consumption Value for Silicon Surge Protection Components By Type: 2008 176 Global Consumption Volume For Silicon Circuit Protection Devices By Type: 2003-2008 Strategic Changes in Market Value: 1998-2008-2013 Forecasts 177 Changes in Market Value for Silicon Surge Protection: 178 1998-2008; 2008-2013 .........................................................178 Pricing Analysis for Silicon Surge Protection Components By Type: 2003-2008 179 Global Pricing Analysis for Surge Protection Components By Type: 2003-2008 (In USD) 175 176 180 Silicon Surge Protection Component Consumption By Type and World Region: 2008-2013 Forecasts ...................................................................................................... 181 Global Consumption Value for Silicon Surge Protection Components by Type and World Region: 20032008 (In Millions of USD)..................................................181 Regional Sales Forecasts for Silicon Surge Protection Components: 2008-2013 Forecasts 182 10 Circuit Protection Components Silicon Surge Protection Consumption By World Region: 2008-2013 Forecasts (In Millions of USD) .................................................................................................183 Silicon Surge Protection Consumption By Type and End-Use Market Segment: 2008-2013 Forecasts: ...................................................................................................... 183 Global Consumption Value for Silicon Circuit Protection Components By Type and End-Use Market Segment: 2003-2008; 2013 Forecasts (In Millions of USD)184 Silicon Surge Protection Markets By Sub-Category ..185 (Digital Electronics Break-Out): 2008...........................185 Global Consumption Value For Silicon Surge Protection Components By Type and End-Use Market Segment: 2008.......................................................................185 Overall Market Shares In Silicon Circuit Protection: 2008 185 Global Market Shares in Silicon Surge Protection: 2008 Estimates 186 Zener Diode Competition: 2008......................................187 Silicon Avalanche Diode Competition: 2008 ..............188 Thyristor Competition: 2008............................................188 METAL OXIDE VARISTOR MARKETS: 2008-2013189 Introduction & Definitions:..................................................... 189 Varistor World Market Overview & Forecasts: 2008-2013190 Varistor World Market Overview & Forecasts: 2008 ........ 190 Volume, Value and Pricing for Metal Oxide Varistors: 2003-2008 191 Global Varistor Unit Shipments: 1995-2008......................... 191 Growth In Unit Shipments By Varistor Configuration (Chip Versus Disc): 1998-2008; 2008-2013 Forecasts..................................................................................... 192 Global Varistor Market Value: 2008 ..................................... 193 Ten-Year Shifts in Varistor Market Value Worldwide:193 Changes In The Value of Varistor Shipments By Configuration: 1998-2008 194 Global Varistor Pricing & Price Trends: 1995-2008........... 194 Varistor Pricing By Configuration: 1998-2008-2013F........ 195 Chip Varistor Consumption By End-Use Market Segment: 2003-2008 Comparison and 2013 Forecasts ...................................................................................................... 196 Wireless Handset Markets for Varistors: 2008-2013.196 Automotive Electronic Subassembly Markets for Varistors: 2008-2013 Computers/Peripheral Markets for Varistors: 2008-2013197 AC Power Line Protection Markets: 2008....................198 197 Global Value and Volume of Consumption For Varistors by Configuration and End-Use Market Segment: 2008-2013 Forecasts ................................................ 198 Global Sales and Market Shares In Varistors: 2008 ........... 199 Global Sales and Market Shares in Metal Oxide Varistors 200 (All Types): 2008 (Estimated) .........................................200 11 Circuit Protection Components GAS DISCHARGE TUBE MARKETS: 2008-2013... 202 Introduction:.............................................................................. 202 Gas Discharge Tube Construction (Low Capacitance/Low Inductance Features) 203 Gas Discharge Tube Applications in Telecommunications and AC Power Line Circuits 203 Low Price/High Volume: ..................................................203 Medium Price/Medium Volume: ....................................203 High Price/Low Volume: ..................................................203 Specialty Applications:......................................................204 Gas Discharge Tubes: World Market Overview: 2008....... 204 Global Consumption Value, Volume and Average Unit Pricing: 2003-2008 204 Gas Discharge Tubes: Demand By Application: (AC Line Versus Telecom) 2008 Versus 2003: 204 Global Consumption Value For Gas Discharge Tubes By Application: 2008 Versus 2003 Worldwide Gas Tube Merchant Market By Application: 2008 205 205 Gas Tube Demand By World Region: 2008-2013 Forecasts206 Global Consumption Value For Gas Discharge Tubes: 2003-2008; 2008-2013 Forecasts ($/MM) 207 Top 13 Gas Discharge Tube Manufacturers: Revenues By World Region: 2008 208 Global GDT Manufacturers: Revenues By World Region: 2008 Estimates 209 Global Sales & Market Shares in Gas Tube Protection Components: 2008 209 Gas Discharge Tube Manufacturers: 2008 Sales and Market Shares 210 Producer Profiles: ........................................................... 211 Corporate Profiles & Circuit Protection Resource Directory 211 About the directory… .............................................................. 211 AEM, Inc. (Chip Fuse/MOV)........................................ 212 Amotech (MOV) ............................................................ 213 Amotech Company Limited .......................................... 214 AVX Corporation (MOV) ............................................. 217 AVX/Kyocera Corporation (NYSE: AVX : RIC 6971:):.... 217 AVX Passive Component Revenues:.............................219 AVX Expansion Strategy Analysis: ...............................220 AVX Revenues by World Region: .................................220 AVX Revenues by End-Use Market Segment:............220 AVX Manufacturing Facilities & Production By World Region: AVX Product Development: 2007-2008.......................222 Bel-Fuse (Fuses)............................................................. 223 12 221 Circuit Protection Components Bel Fuse Inc. ................................................................... 224 Betatherm (NTC)............................................................ 225 Biffi & Premoli (Fuses): ................................................ 226 Bourns (PPTC/GDT/Thyristor):.................................... 227 Bourns ............................................................................. 227 California Micro Devices Corporation (TVS).............. 232 Centra Science Corp. (MOV) ........................................ 235 CeraTech (MOV/PPTC) ................................................ 235 Chi-Lick-Schurter (Fuses) ............................................. 236 Citel SA (GDT) .............................................................. 236 CKE - Dean Technology (MOV) .................................. 240 Cooper/Bussman (Fuses) ............................................... 241 Industry Segments: .............................................................249 Revenues By Country:.......................................................250 Cooper Bussman ....................................................................... 252 Important Locations for Fuse Manufacturing:.............261 Plant Locations for The Bussman Group within Cooper Industries- 262 Important Recent Aqcuisition:.........................................262 Bussman Revenues By Region: 2007 ............................262 Bussman Revenue By End-Use Market Segment: 2007263 Niche Opportunities In Circuit Protection:...................263 Electrical and Commercial Circuit Protection .............264 Transportation Group Circuit Protection.......................264 Electronics Group Circuit Protection:............................264 Diotec Semiconductor (Zener/TVS) ............................. 264 Daito (Fuses)................................................................... 265 Den-Mar (Fuses)............................................................. 266 E2v Technologies (GDT)............................................... 267 13 Circuit Protection Components Edal (TVS/MOV) ........................................................... 268 EIC (Zener/TVS) ............................................................ 268 Electronic Concepts (Snubber)...................................... 269 EPCOS (MOV/GDT/PTC/NTC/Snubber).................... 271 EPCOS AG................................................................................. 272 EPCOS Passive Component Revenues: ........................275 EPCOS Expansion Strategy Analysis:...........................276 EPCOS Revenues by World Region:.............................276 EPCOS Revenues by End-Use Market Segment: .......276 EPCOS Manufacturing Facilities & Production By World Region: 276 Varistor Production At EPCOS ............................................. 277 Thermistor Production At EPCOS ........................................ 278 EPCOS Technology Developments in CY 2007: .......279 Ever-Smiling-Avertronics (NTC/PTC)......................... 279 Fairchild (TVS) .............................................................. 280 Fenghua Advanced Technology (PTC/MOV) ...................... 281 Total Annual Sales Volume: Above US$100 Million282 Fuji Electric Device Technology (MOV) ..................... 282 Fuji Terminal (Fuse) ...................................................... 282 Fultec Semiconductor (TVS)......................................... 283 Funshion (PTC/NTC/MOV) .......................................... 284 GE Sensing & Inspection Technologies (NTC) ........... 285 Tel 978 437 1000 or toll-free 800 833 9438................. 285 Thermometrics Plant ...................................................... 285 Groupe Carbone Lorraine (Fuses)................................. 290 Group Carbone Lorraine (Synopsys) .............................292 Ferraz-Shawmut ..................................................................293 Hiel Corporation (PTC/MOV) ...................................... 304 14 Circuit Protection Components Hitech (PTC/NTC/TVS/GDT) ...................................... 305 Hokuriku (PTC and NTC Thermistors) ........................ 306 Hokuriku Electric ........................................................... 307 Hollyland-Xiamen Ningly (Fuses) ................................ 309 Huichang Electronics (PTC/NTC): ............................... 310 Hongzhi (MOV/NTC).................................................... 311 Hyper-Sense (MOV/PTC/NTC/TVS)........................... 311 Infineon (TVS) ............................................................... 312 Innochips Technology Co., Ltd ..................................... 313 Ishizuka - SeMitec (MOV/NTC/PTC) .......................... 313 Ishizuka Electronics Corp.............................................. 314 Ishizuka/SeMitec.................................................................315 JINKE (PTC) .................................................................. 317 Joyin (MOV/PTC/NTC) ................................................ 317 Keko-Varicon (MOV).................................................... 319 KOA (MOV)................................................................... 320 KOA Corporation (6999)......................................................... 320 KOA Passive Component Revenues:.............................322 KOA Expansion Strategy Analysis: ...............................322 KOA Revenues by World Region: .................................322 KOA Revenues by End-Use Market Segment:............322 KOA Manufacturing Facilities & Production By World Region: KOA Technology Development in Resistors: 2006-2007: 323 Lattron Ceramic Innovation (NTC/MOV).................... 324 Littelfuse (Fuses/PPTC/GDT/Thyristor/TVS) ............. 324 Littelfuse ......................................................................... 324 Longkey Electronic (PTC)............................................. 332 15 322 Circuit Protection Components Lumex-Opto (GDT) ....................................................... 333 Maida (MOV) ................................................................. 333 Matsuo (Fuses) ............................................................... 334 MDE Semiconductor (TVS) .......................................... 335 Microsemi (TVS) ........................................................... 335 Mitsubishi (Fuses/PTC) ................................................. 338 Monolit (MOV/PTC) ..................................................... 338 Murata (MOV/PTC)....................................................... 339 Murata Manufacturing Limited (RIC: 6981): ..................... 344 Murata Passive Component Revenues: .........................346 Murata Expansion Strategy Analysis:............................346 Murata Revenues by World Region:..............................347 Murata Revenues by End-Use Market Segment: ........347 Murata MLCC Shipment Value, Volume and Average Unit Pricing: Murata High Cap Versus Low Cap Revenue Analysis:349 Murata Manufacturing Footprint by Region/Site: ......350 Murata New Technology Developments in 2007: ......350 348 Nichicon (PTC) .............................................................. 351 Nichicon Corporation (RIC: 6996)......................................... 351 Nichicon Company Description:.....................................352 Nichicon Key Employees: ................................................352 Nichicon Revenues 1999-2007........................................353 Nichicon Passive Component Revenues .......................354 Nichicon Product Lines In Passive Components ........354 Nichicon Revenue Growth By Capacitor Type (Al203, Ta205, Film) Company Revenue Forecasts For Specific Product LInes 355 Nichicon Revenues by World Region: ..........................356 Nichicon Revenues by End-Use Market Segment:.....356 Nichicon Product Developments in 2007: ....................357 NXP Semiconductor (TVS) ........................................... 357 NXP Semiconductors (Philips Semiconductor) ........... 357 16 355 Circuit Protection Components Ohizumi (PTC) ............................................................... 360 Okaya (GDT/MOV) ....................................................... 360 OKAYA ELECTRIC INDUSTRIES COMPANY LIMITED 361 OnChip Devices (TVS).................................................. 361 On-Semiconductor (TVS/Zener/Thyristor) .................. 362 ON Semiconductor ......................................................... 362 Optoram (MOV/PTC) .................................................... 365 Origin Electric (TVS/Zener).......................................... 365 Pacific Engineering (Fuses) ........................................... 365 Pacific Engineering Corporation ................................... 366 Panasonic (MOV/PTC) .................................................. 369 Panasonic Electronic Devices (RIC: 6752): .......................... 369 Panasonic Passive Component Revenues: ....................371 Panasonic Revenues by World Region: ........................371 Panasonic Revenues by End-Use Market Segment:...371 Panasonic Passive Component Production By World Region & Plant Location: Panasonic Technology Developments: 2007 ...............372 PerkinElmer Optoelectronics (GDT) ............................ 375 Quality Thermistor (NTC and PTC) ............................. 376 Raycap, Inc. (TVS)......................................................... 376 Rectron (TVS) ................................................................ 377 Renesas (Zener) .............................................................. 378 Renesas Technology Corp. (TVS) ................................ 378 Rohm (Zener) ................................................................. 383 Rohm Company Limited (RIC 6963) ............................383 Expansion Strategy Analysis: ..........................................384 RTI (NTC/PTC) ............................................................. 384 17 371 Circuit Protection Components Sam Hwa (MOV/PTC)................................................... 385 Sarnoff Corporation (Silicon TVS) ............................... 386 SOC Corporation (Fuses)............................................... 387 SOC Corporation ............................................................ 388 Sankosha (GDT)............................................................. 389 Schurter (Fuses).............................................................. 390 Schurter Electronic Components................................... 390 Semikron (TVS/Zener/Thyristor).................................. 395 Semtech (Zener/TVS) .................................................... 396 Shenzhen Zeitgeist (NTC/PTC) .................................... 398 Shibaura (NTC) .............................................................. 399 Shiheng Electronics (NTC)............................................ 401 Shindengen (MOV/TVS/Thyristor) .............................. 402 Shindengen Electric Manufacturing Co., Ltd............... 402 Shinko (GDT) ................................................................. 407 Shinko Electric Industries Company Limited .............. 407 SIBA (Fuses) .................................................................. 410 Sino-American (TVS) .................................................... 411 ST Microelectronics (Zener/Thyristor)......................... 412 STMicroelectronics NV ................................................. 412 Sunlead (PTC) ................................................................ 420 Suntech (GDT) ............................................................... 422 Taiyo Yuden (MOV)...................................................... 423 Taiyo Yuden Corporation (RIC: 6976):................................ 423 Expansion Strategy Analysis: ..........................................423 18 Circuit Protection Components Capacity Expansion Since 1999:.....................................423 Reasons For 2006-2007 Expansion:...............................425 Regional Expansion Analysis (Japan, China, Malaysia, Korea, Philippines): 425 Supply Chain Analysis: .....................................................426 Competition:.........................................................................426 MLCC Revenue Analysis:................................................427 Spending On Capacity Expansion: 2004-2007............428 Market Share Analysis: .....................................................428 Ceramic Chip Capacitors: Technological Competitiveness 429 Ceramic Capacitor Portfolio (Nickel Versus Palladium)430 TDK (MOV) ................................................................... 430 TDK Corporation (RIC: 6762):.............................................. 431 TDK Passive Component Revenues: .............................432 TDK Revenues by World Region:..................................433 TDK Revenues by End-Use Market Segment: ............433 TDK Expansion Strategy Analysis:................................434 MLCC Revenue Growth: 2002-2006A; 2007-2008F 434 TDK MLCC Revenues By Capacitance Value: 2002-2008 435 TDK Operating Profit In Capacitors & Forecasts.......436 TDK Operational Structure For The Capacitor Group (Termination) New Profit Pillars At TDK (MLCC, Inductor and HDD): 438 TDK Manufacturing Footprint by Region/Site: ..........438 TDK New Technology Development: 2007: ..............439 TDK Capacity Expansion: 2008 .....................................440 Teledyne-Reynolds (GDT) ............................................ 440 Thermik (MOV/PTC) .................................................... 440 Thinking Electronic (PTC/NTC/MOV/GDT) .............. 441 Thinking Electronic Industrial Co., LTD ......................441 TII (GDT) ....................................................................... 443 Tonze Electron (MOV/NTC)......................................... 443 Toshiba (Zener/TVS) ..................................................... 444 Toshiba Semiconductor Company ................................ 444 19 437 Circuit Protection Components Tyco (PPTC) ................................................................... 446 Tyco Electronics Ltd. ..................................................... 447 Uppermost (PTC/NTC).................................................. 450 US Sensor Corp. (NTC) ................................................. 451 Vatronics (MOV/NTC) .................................................. 451 Victory/YSI (NTC) ........................................................ 451 Vishay Intertechnology (TVS/NTC/PTC/MOV) ......... 452 Vishay Passive Component Revenues:..........................453 Vishay Operating Profit.....................................................454 Vishay Revenues by World Region: ..............................454 Vishay Revenues by End-Use Market Segment: ........454 Vishay Production of Passive Components By World Region: Vishay-BC Components........................................................... 457 Voltage Multipliers (TVS)............................................. 458 Walsin (MOV/PTC) ....................................................... 458 Walsin Technology Corp ......................................................... 459 Historical Financial Data ..................................................459 Walsin Passive Component Revenues:..........................460 Walsin Revenues by World Region: ..............................460 Walsin Revenues by End-Use Market Segment: ........460 Walsin Expansion Strategy Analysis: ............................461 Walsin Monthly MLCC and Chip R Output 2008:.....461 Walsin Technology Development: 2007.......................462 Walsin Capacity Expansion 2007-2008: .......................462 Wayon (PTC/NTC) ........................................................ 462 Western Electronic (NTC/PTC) .................................... 462 20 454 Circuit Protection Components Executive Summary About this report T his document addresses the global market for both overcurrent and overvoltage protection components, otherwise known as circuit protection components- it is a subset of the global resistor and capacitor markets (passive components), and a subset of the global discrete semiconductor market. Circuit protection components are considered a highly fragmented segment of the high-tech economy. Scope of Coverage Both overvoltage and overcurrent protection components are included in this report. For overvoltage protection we include the silicon based surge protection components, most notable the zener diode, the silicon avalanche diode and the thyristor; metal oxide arrestors, gas discharge tubes, line feed resistors and snubber capacitors. For overcurrent protection, we include PTC thermistors, NTC thermistors and traditional fuses, including solid matrix, glass cartridge and blade fuses. The Forces Affecting The Market: The forces that affected the market between 2003 and 2008 are as follows 1. Important changes were made to the two key industry specifications (IEC 610004.2 and 4.4) and (Telcordia-Bellcore GR-0189 CORE), and industry wide compliance became mandatory in June and October of 2007. 2. The volume of circuit protection components per end-product increased, especially for portable digital electronics.. 3. Component consumption moved to SE Asia at the expense of North America. 21 About The Report Introduction To Global Circuit Protection Markets The world market for circuit protection relates to circuit protection component markets. Paumanok has published market research reports on the subject of circuit protection in 1988, 1995, components grew from $3.8 billion 2000, 2003 and now again in 2008. USD in 2003 to $5.5 billion USD in Paumanok employs a combination of 2008 (Year ending March). This primary and secondary resources to represents a 45% increase in dollar determine, value, volume, pricing, value over five years, and an average market share and consumption by annual growth rate of 8% per year. region and end-use market segment by Scope of Coverage: product type This global market research analysis addresses the global market for both Overcurrent 51% $2.7 Billion USD Overvoltage 49% $2.8 Billion USD components are included in this report. For overvoltage protection we include the silicon based surge protection Overvoltage Versus Overcurrent Protection Components: Revenue Split components, most notably the zener (2008 FY March) diode, the silicon avalanche diode and the thyristor; metal oxide arrestors, gas Important Changes In The Market: discharge tubes, line feed resistors and snubber capacitors. For overcurrent T h e r e w e r e s i g n i fi c a n t protection, we include PTC changes in the global circuit thermistors, NTC thermistors and protection markets between traditional fuses, including solid matrix, 2003-2008. Here are some of the most important findings of glass cartridge and blade fuses. the studyMethodology Employed: Paumanok Publications, Inc. has conducted market research in the circuit protection component markets for 20 years, and we continually build on our internal resources and databases on the subject of markets, technologies and opportunities as it 2. The volume of circuit protection components per end-product increased, especially for portable digital electronics. 3. Component consumption moved to SE Asia at the expense of North America. Global Consumption Value For Circuit Protection Components By Application: 2008 overcurrent and overvoltage protection components, otherwise known as circuit protection components- Both overvoltage and overcurrent protection June and October of 2007. 1. Important changes were made to the two key industry specifications (IEC 61000-4.2 and 4.4) and (TelcordiaBellcore GR-0189 CORE), and industry wide compliance became mandatory in Paumanok Publications, Inc. www.paumanokgroup.com 4. There was continued industry consolidation in the space driven by needs to expand technology portfolios, into new market segments (automotive) or increase share in the Asia-Pacific region. 5. Opportunities moving forward to 2013 have been created by the extension of the new specification, and the harmonization of Bellcore 1089 with IEC 61000-4.2 and 4.4. Report Information: “Circuit Protection Components: World Markets, Technologies & Opportunities: 2008-2013” Published: May 2008 Pages: 475 Published By Paumanok This report can be directly downloaded from our website at www.paumanokgroup.com 6 Order Form: State________________________________ ____________________________________ ___________________________________ • PostalCode__________________________ ____________________________________ ____________________________________ • Country_____________________________ ____________________________________ ____________________________________ • Telephone___________________________ ____________________________________ ___________________________________ CIRCUIT PROTECTION COMPONENTS WORLD MARKETS, TECHNOLOGIES & OPPORTUNITIES: 2008-2013 ____________________________________ ____________________________________ • Email________________________________ ____________________________________ ____________________________________ ____________________________________ PUBLICATIONS, INC. 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