MLCC: FY 2018 Global Market Outlook and FY 2022 Forecasts ISBN # 1-893211-02-9 (MLCC2017)

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MLCC FY 2018 Outlook Report Table of Contents

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Demand for multilayered ceramic chip capacitors exceeded supply in November 2017 as lead times began to stretch out to the 20-week average mark for all case sizes combined. MLCC demand began to increase in January 2017 as major manufacturers of ceramic chip capacitors in Asia began to suggest that demand from the handset manufacturers and the automotive end markets was stronger than anticipated. In primary interviews with Murata and Samsung EMCO, Paumanok Publications, Inc. also realized that demand was increasing for high capacitance MLCC at an alarming rate as next generation products in multiple segments were viewing MLCC in the 100, 220 and 330 range as standard parts. To address the rising demand, manufacturers of MLCC in Asia were reluctant to add capacity because of data suggesting that the number of Smartphones being sold had reached maximum exposure to global populations. This was further supported by financial data from the major global MLCC manufacturers in Japan, Korea and China, that illustrated a FY 2017 slowdown in sales of MLCC to the handset business. As the data suggests in the following lead time table, by May 2017 at the Electronic Distribution Show in Las Vegas it became apparent that lead times for MLCC were not leveling off and that a certain level of concern was being injected into the supply chain which further resulted in a greater urgency to obtain MLCC before the holiday buying season began in earnest. This report analysis the current global market conditions in MLCC and makes forecasts with respect to the value and volume of consumption for these key passive components for FY 2018. The study analyzes primary and secondary sources for data associated with MLCC and makes detailed forecasts for consumption for FY 2018, outlining expected shifts in the market for FY 2018 by end-use segment and world region and also shows how MLCC will take a larger percentage of the global share for capacitor dielectrics in FY 2018 and how market shares are expected to shift in MLCC supply by manufacturer. See Table of Contents for Level of Detail and Sophistication. 30 Years of Publishing Market Research on MLCC- 1988-2017.

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Demand for multilayered ceramic chip capacitors exceeded supply in November 2017 as lead times began to stretch out to the 20-week average mark for all case sizes combined. MLCC demand began to increase in January 2017 as major manufacturers of ceramic chip capacitors in Asia began to suggest that demand from the handset manufacturers and the automotive end markets was stronger than anticipated. In primary interviews with Murata and Samsung EMCO, Paumanok Publications, Inc. also realized that demand was increasing for high capacitance MLCC at an alarming rate as next generation products in multiple segments were viewing MLCC in the 100, 220 and 330 range as standard parts. To address the rising demand, manufacturers of MLCC in Asia were reluctant to add capacity because of data suggesting that the number of Smartphones being sold had reached maximum exposure to global populations. This was further supported by financial data from the major global MLCC manufacturers in Japan, Korea and China, that illustrated a FY 2017 slowdown in sales of MLCC to the handset business. As the data suggests in the following lead time table, by May 2017 at the Electronic Distribution Show in Las Vegas it became apparent that lead times for MLCC were not leveling off and that a certain level of concern was being injected into the supply chain which further resulted in a greater urgency to obtain MLCC before the holiday buying season began in earnest. This report analysis the current global market conditions in MLCC and makes forecasts with respect to the value and volume of consumption for these key passive components for FY 2018. The study analyzes primary and secondary sources for data associated with MLCC and makes detailed forecasts for consumption for FY 2018, outlining expected shifts in the market for FY 2018 by end-use segment and world region and also shows how MLCC will take a larger percentage of the global share for capacitor dielectrics in FY 2018 and how market shares are expected to shift in MLCC supply by manufacturer. See Table of Contents for Level of Detail and Sophistication. 30 Years of Publishing Market Research on MLCC- 1988-2017.

Table of Contents 1.0 Executive Summary: FY 2018 Update 10 CURRENT MARKET ENVIRONMENT: SHORTAGES OF MLCC: December 2017 Quarter and FY 2018 Annual Forecast 10 Ceramic Capacitors: Lead Times By Type and Case Size (In Weeks): January 2013-Nov. 2017 11 Forecasted Global Shift in MLCC Revenues for FY 2018: 12 Forecasted Growth Rate for MLCC in FY 2018 Compared to Other Dielectrics: 12 Forecasted Global Shift in MLCC Revenues for FY 2022: 13 MLCC: Shifts in Raw Materials Pricing FY 2017- FY 2018 15 MLCC Forecasted Revenues For The Top Six MLCC Manufacturers: FY 2018 17 Murata Manufacturing Revenue Forecast For Capacitors For FY 2018: 18 SEMCO Revenue Forecast For Capacitors For FY 2018 19 TDK Corporation Revenue Forecast For Capacitors For FY 2018 19 Taiyo Yuden Revenue Forecast for Capacitors for FY 2018 19 Yageo Corporation Forecasts for FY 2018 20 Walsin Technology Corporation Forecasts for FY 2018 20 Expected Shift in FY 2018 Market Shares in Global MLCC Industry 20 2.0 Introduction: 21 Background of The Report: 21 About the Author: 21 The Paumanok Research Methodology: 23 Government Data Collection and Resources: 23 Secondary Published Sources: 23 Primary Intelligence Gathering: 24 Fixed Capacitors and Their Respective Market Valuations and Sub-Categories: 2017 and Forecasted Shifts For FY 2018 24 The Fundamental Capacitor Supply Chain: 26 Financial Considerations With Respect To This Report: 29 Fiscal Year Reporting 29 Currency Translation 29 2.0 Technology Overview: 33 Component Technology Overview: 33 The Two Technical Economic Maxims Associated with MLCC: 33 MLCC Materials and Construction: 35 MLCC Case Sizes: 37 MLCC Metallization: 38 Ceramic Capacitor Performance Classes: 41 Class I Ceramics (NPO/COG): 41 Class II Ceramics (X7R/Z5U/Y5V): 42 Class III Ceramics: 45 3.0 MLCC: Global Market Update: 2017 46 Value and Volume of MLCC Consumption: 46 Changes In MLCC Market Value Over Time: 27 Year Market Assessment 46 FY 2018 Update Forecast 46 Reasons for Revenue Growth in The Global MLCC Market: 27 Year Analysis: 47 Changes In MLCC Market Volume Over Time: 27 Year Market Assessment: 48 Unit Sales Forecasts for MLCC for FY 2018: 48 Reasons for Unit Expansion In The Global MLCC Market Over Time: 48 Pricing: 50 Global Average Unit Selling Price for MLCC: 27 Year Market Assessment 50 FY 2018 Update on MLCC Pricing: 50 Regions and Countries: 52 MLCC Consumption By World Region: FY 2017 and FY 2018 Outlook 52 Shifts in Global Consumption By World Region Over Time: 12 Year Analysis 53 FY 2018 Update on Regional Sales Data: 53 China and Asia-12 Year Trend Analysis for MLCC Consumption 55 Japan-12 Year Trend Analysis for MLCC Consumption 55 Europe-12 Year Trend Analysis for MLCC Consumption 55 Americas-12 Year Trend Analysis for MLCC Consumption 55 Benchmarking: Capacitor Revenues By Major Vendor and World Region: FY 2017 56 End-Markets: 57 MLCC Consumption By End-Use Market: FY 2017 57 Operating Margins: Structure of The Ceramic Capacitor Profit Centers in 2017 57 Wireless Handset Markets: 12 Year Analysis for MLCC Consumption: 59 Computer & Peripherals: 12 Year Analysis for MLCC Consumption: 59 Consumer AV: 12 Year Analysis for MLCC Consumption: 59 Automotive: 12 Year Analysis for MLCC Consumption: 60 Industrial & Specialty: 12 Year Analysis for MLCC Consumption: 60 3. 6 Capacitor Ceramic Capacitor Consumption Value By End-Use Market Segment: FY 2017 61 3.6 Benchmarking: Capacitor Sales By End-Use Market Segment For The Top Vendors of Capacitors: FY 2017 62 Market Shares: 65 MLCC: Market Shares: 2017-2018 65 Ceramic Capacitor Vendors: Detailed Market Shares: 2017 and FY 2018 Forecasts 65 MLCC: Market Dominance Over Alternative Technologies: 67 MLCC Shipment Volume: 2017 67 MLCC Ten Year Market Volume Growth Analysis 68 MLCC Shipment Value: 2017 70 MLCC Average Unit Pricing: 2017 72 Performance 72 Ceramic Capacitors: Global Demand By Performance Characteristics: 2017 72 Performance Characteristic (X5R, X7R,Y5V, NPO, Additional Variations) 72 X5R Capacitor Markets: 2017 73 Case Sizes: 76 MLCC Demand By Case Size: Dielectrics In Motion: 76 Unit Demand By MLCC Case Size: 2017 Worldwide Estimates 76 5.5.7 MLCC Content By End-Product and Forecasts: FY 2017-FY 2022 79 5.5.7 MLCC Unit Consumption Forecasts By End-Use Market Segment and Key Product Market: FY 2017-2022 81 MLCC Leads Way in Passive Component Volumetric Efficiency: 82 MLCC Sets The Tone for The Technology Roadmap in Ultra-Small Next Generation Components: 82 Ultra-Small Passives: A Multibillion Industry 84 Increasing Capacitance While Decreasing Case Size 86 MLCC Markets: Summary and Conclusion: 88 Forecasts: 89 Forecasts For MLCC: 2017-2022 89 Forecasts: Global Volume of Consumption for MLCC: 2017-2022 89 Forecasts: Global Value of Consumption for MLCC: 2017-2022 91 Why FY 2019 Is The Problem Year 93 Forecasts: Global Average Unit Pricing for MLCC: 2017-2022 93 Forecasts: Global Value of Consumption for MLCC By World Region: 2017-2022 95 Forecasts: Global Value of Consumption for MLCC By End-Use Market Segment: 2017-2022 97 Market Forecasts For Capacitor Consumption In The Wireless Handset Market Segment: 2017-2022: 97 Market Forecasts For Capacitor Consumption In The Computer & Business Machine Segment: 2017-2022: 98 Market Forecasts For Capacitor Consumption In The Consumer AV Segment: 2017-2022: 98 Market Forecasts For Capacitor Consumption In The Automotive Segment: 2017-2022: 98 Market Forecasts For MLCC Consumption In The Industrial and Specialty Segment: 2017-2022 98 Unit Forecasts For MLCC By End-Use Market Segment: FY 2017-2022 100 MLCC Content By End-Product and Forecasts: FY 2017-FY 2022 102 5.5.7 MLCC Unit Consumption Forecasts By End-Use Market Segment and Key Product Market: FY 2017-2022 104 Producer Profiles: Top MLCC Vendors: 2017 106 Murata 106 Murata Manufacturing Company Limited (RIC: 6981): 106 About Murata: 106 Annual Revenues for Murata’s Capacitor Group: 2009-2017 107 FY 2018 Forecasted Sales for MLCC at Murata: 108 Murata Revenues By End-Use Market Segment: FY 2017 Forecasts 109 SEMCO 111 Samsung Electro-Mechanical (KSE: 009150): 111 About SEMCO: 111 Annual Revenues For SEMCO LCR Group: FY 2016, 2017 and 2018 Forecasts 111 112 Samsung’s Position in The Passive Component Industry: FY 2017 113 Taiyo Yuden 114 Taiyo Yuden Company Limited (RIC: 6976): 114 About Taiyo Yuden Company Limited 114 Taiyo Yuden’s Position in the Global MLCC Industry 115 TDK 117 TDK Corporation (RIC: 6762): 117 About TDK Corporation: 117 TDK-End-Use Market Demand Update: 117 Annual Revenues for TDK’s Capacitor Group: 2016, 2017 and FY 2018 Forecast 118 TDK’s Position in The Passive Component Industry: FY 2017: 119 Walsin 119 Walsin Technology Corporation (2492): 119 About WTC: 120 Annual Revenues For Walsin Technology Corporation (Passives Group): 2016, 2017 and 2018 Forecasts 122 Walsin’s Position In The Global Passive Component Industry: 123 Yageo 123 Yageo Corporation (TW 2327): 123 About Yageo: 124 Annual Revenues For Yageo Corporation: 2016, 2017 and FY 2018: 124 Yageo’s Position in The Passive Component Industry: 125

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