Details
Cary NC USA Paumanok Publications, Inc. announces the release of the market research study entitled- “Ultra-Small Case Size Passive Electronic Components: World Markets, Technologies & Opportunities: 2017-2022 ISBN #:1-893211-99-1 (US2017).”. This report analyzes the global markets for ultra-small capacitors, resistors and inductors consumed in portable electronics and other product markets where the volumetric efficiency of the passive component, and its ability to get smaller in the future, are key aspects behind purchases. The study focuses on the mass markets for surface mount components, with emphasis upon the multilayered ceramic chip capacitors, molded tantalum chip capacitors, polymer aluminum chip and SMD film chip capacitors; thick film chip resistors, ferrite beads and ceramic chip inductors. The study focuses on the consumption of these mass produced passive electronic components by end-use market segment and by world region. The study focuses on the value and volume of demand for each type of component and the changes in technology that enabled the component manufacturers to achieve such ultra-small volumetric efficiency using ceramics, metals and plastics. The study focuses on key ears of the market, especially the ability for MLCC to continually produce smaller case size chips with increasingly larger capacitance; while competing technologies, such as tantalum, polymer aluminum and PPS,PEN and PET film are attempting to match capacitance, or compete in markets on performance or voltage handling capability of the finished product. The study painstakingly compares the competitive nature of capacitors by case size and documents the movements in consumption based upon breakthroughs in volumetric efficiency of components, brought about by changes in engineered raw materials. The study also addresses the differences in sister components, such as capacitors, linear resistors, discrete inductors and non-linear resistors and which products are lagging behind other components and which components and case sizes are really growing in demand. The competitive nature of each sub-category of the passive component market is given with shares and market shares in MLCC, thick film chip resistors, tantalum capacitors, SMD plastic film chips and organic polymer aluminum capacitors. Detailed volume forecasts by case size are given by year from 2017 to 2022 for MLCC, tantalum chips and thick film chip resistors. Published August 2017, 280 pages, 139 Tables and Graphs.
Key Topics within This Report Are-
Global Passive Component Markets by Type and Case Size: 1991-2017 by year, with Forecasts to 2022
The Leading Edge Markets in 01005 and 008004
The Core Value Markets in The 0201 to 0805 Range
The Leading Edge Markets in Polymer Molded Electrolytic Chips
The Leading Edge Markets in Thick Film Chip Resistors BY Case Size
Larger Case Markets in 1210 to 2917.
Key Technology Changes in MLCC and tantalum Raw Materials Impacting Capacitance
End-Market Drivers Behind Increased Demand For Ultra-Small Passive Components
Table of Contents Table of Contents:
Ultra-Small Case Size Passive Electronic Components: 1
World Market Outlook: 2017-2022 1
Table of Contents: 3
Index of Tables: 14
1.0 Introduction To Ultra-Small Case Size Passive Electronic Component Markets, Technologies & Opportunities: 2017 20
1.1 Scope of Report Coverage: 20
1.2 Research Methodology: 21
1.2.1 Government Data Collection and Resources: 22
1.2.2 Secondary Published Sources: 23
1.2.3 Primary Intelligence Gathering: 23
1.3 Fixed Capacitors and Their Respective Sub-Categories: FY 2017 23
1.4 Linear Resistors and Their Respective Sub-Categories: FY 2017 24
1.5 Discrete Inductors and Their Respective Sub-Categories: FY 2017 25
1.6 The Passive Component Supply Chain: 26
1.6.1 Mining of Raw Materials: 26
1.6.2 Raw Materials Processing: 27
1.6.3 Component Manufacturing: 27
1.6.4 Component Distribution: 27
1.6.5 End-Market Consumption: 28
1.6.6 Recycling of Critical Materials: 28
1.7 The Technical Economic Maxims Associated With Passive Electronic Components: 29
1.8 The Two Technical Economic Maxims Associated with Passive Electronic Components: 29
1.9 Ubiquitous Nature of Passive Electronic Components In Electrical and Electronic Circuits: 30
1.9,1 Relationship Between Performance and Available Surface Area: 30
1.10 Financial Considerations With Respect To This Report: 30
1.10.1 Fiscal Year Reporting 30
1.10.2 Currency Translation 30
1.10.3 Yen Valuation To The US Dollar: Trend and Directions For The March and June 2017 Quarters: 31
1.10.4 NT$ Valuation To The US Dollar: Trend and Directions: 32
1.10.5 Won Valuation To The US Dollar: Trend and Directions: 32
Volume, Value and Pricing Data: 32
1.11 Understanding The Current Global Economic Environment: FY 2017 32
1.11.1 Global Economic Conditions and Outlook To 2022: 32
1.11.2 Positive Market Indicators: 33
1.11.3 Negative Market Indicators: 33
1.11.4 Overall Outlook To 2022: 33
1.11.5 Changing View on Passive Component Unit Sales to 2022: 33
1.12 Key Findings of This Report: 33
2.0 Executive Summary: 2017 Fiscal Year Update 35
2.1 Passive Component Markets for the Fiscal Year Ending March 2017 35
2.1.1 Reasons For Market Changes in FY 2017: 35
2.1.2 Worldwide Capacitor Market Growth: Changes in Value, Volume and Unit Pricing: FY 2017: 35
2.1.3 Worldwide Linear Resistor Market Growth: Changes in Value, Volume and Unit Pricing: FY 2017: 36
2.1.4 Worldwide Discrete Inductor Market Growth: Changes in Value, Volume and Unit Pricing: FY 2017: 36
2.1.5 Volume Shipment Update: FY 2017-2022 37
2.1.6 Impact of the The Global Economic Downturn On The Passive Component Supply Chain: 38
2.1.7 Recovery Through Stimulus: 38
2.1.8 Unusual Events in FY 2012 and FY 2013: 38
2.1.9 Consolidated Recovery in FY 2014: 39
2.1.10 Global Passive Component Markets in FY 2015, 2016 and 2017 39
2.1.11 FY 2018 Passive Component Part Shortages: 40
2.1.12 Market Forecasts: FY 2017 to 2022 40
2.1.13 Volume of Passive Component Consumption By Type (Capacitors, Linear Resistors and Inductors): 2017 FY Ending March- 41
Value Shipment Update: FY 2017 44
2.1.14 Global Consumption Value For Passive Components: 2003-2017; 2017-2022 Forecasts 44
2.1.15 Value of Passive Component Consumption By Type (Capacitors, Resistors and Inductors): 2017 FY 48
2.1.16 Average Unit Selling Price For Passive Electronic Components: 2003-2017; 2017-2022 Forecasts: 49
2.1.17 Regional Market Update: FY 2017 51
2.1.18 Regional Consumption Forecasts for Passive Components For The Year Ending March 2017: 51
2.1.19 China, Japan and South East Asia: FY 2017 Passive Component Consumption Value: 51
2.1.20 Europe: FY 2017 Passive Component Consumption Value Forecasts: 52
2.1.21 Americas: FY 2017 Passive Component Consumption Value: 52
2.1.22 Benchmarking: Regional Revenue Shifts by Major Passive Component Manufacturers In FY 2017 53
2.1.23 FY 2017 Outlook and Forecast For Passive Electronic Component Consumption By World Region: 54
2.1.24 Regional Growth in Passive Component by Product Type (Capacitors, Resistors, Inductors): FY 2017 54
2.1.25 FY 2022 Long Term Forecast Update: Consumption By World Region: 57
2.1.27 Passive Component Consumption By End-Use Market Segment: FY 2017 FY Ending March Forecast and Update 58
2.1.28 Telecommunications Equipment and The Passive Component Markets: FY 2017 61
2.1.29 Computer Markets For Passive Components: FY 2017 63
2.1.30 Consumer Audio and Video Imaging Markets For Passive Components: FY 2017 64
2.1.31.Automotive Markets For Passive Components: FY 2017 66
2.1.32 Industrial and Power Markets For Passive Components: FY 2017 67
2.1.33 Specialty Electronics Segment (Defense, Medical, Oil & Gas, Mining and Other): FY 2017 69
2.1.34 Historical Trends and Directions In Demand For Passive Components By End-Use Market Segment To FY 2015 71
2.1.36 Benchmarking: Passive Component Revenues By End-Use Market Segment For Top Vendors of Passive Components: FY 2017 74
2.1.37 Shifts in Revenues By End-Market for TDK Corporation Versus Murata Manufacturing: FY 2016 to FY 2017 75
2.1.38 Vishay, AVX and KEMET Change in Revenues by End Use Market Segment: 2016 to 2017 76
2.1.38 Revenue Shifts by End-Use Market Segment for Major Passive Component Manufacturers: FY 2017 76
2.1.39 Market Forecasts For Passive Components By End-Use Market Segment: FY 2017-2022 77
2.1.40 Passive Component Content By End-Product and Forecasts: FY 2017-FY 2022 79
2.1.41 Value Forecasts For Passive Electronic Components By End-Use Market Segment: FY 2017-2022 82
3.0 Ultra-Small Passive Components (CRL) Market Share Update: FY 2017 84
Changes in Global Market Shares In Passive Electronic Components For The Three Product Groupings Combined: FY 2017 84
3.1 Capacitor Vendors: Global Sales & Market Shares: FY 2017 87
3.2 Capacitors: Overall Market Share Data and Vendor Strategy: FY 2017 87
3.3 Forecasted Change In Capacitor Market Shares: FY 2015-FY 2017 90
3.4 Ceramic Capacitor Manufacturers: FY 2017 Sales & Market Shares 90
Tantalum Capacitor Manufacturers: FY 2017 Sales & Market Shares 92
3.5 Aluminum Capacitor Manufacturers: FY 2017 Sales & Market Shares 93
3.6 Major Vendors and Market Shares For Molded Chip Conductive Polymer Capacitors Polymer Aluminum and Polymer Tantalum: FY 2017 96
3.8 Plastic Film Capacitor Manufacturers: FY 2017 Sales & Market Shares 98
3.9 Major Vendors and Market Shares For SMD Film Chip Type Plastic Film Capacitors: FY 2017 100
3.10 Linear Resistors: Technology Overview: 102
3.11 Thick Film Chip Resistor Technology Overview: 105
Technology Overview: 106
Changes in Thick Film Chip Resistor Production Volumes: 2015-2016 Fy Ending March 107
3.14 Changes in Thick Film Chip Resistor Production Value: 2015-2016 Fy Ending March 108
3.15 Changes in Thick Film Chip Resistor Pricing: 2015-2016 Fy Ending March 108
3.16 - 20 Year Comparison Of Global Thick Film Chip Resistor Markets: 108
Top 40 Global Producers Of Thick Film Chip Resistor Markets: And Market Leaders 109
3.17 Thin Film Chip Resistors: World Markets: 2016 110
3.17.1 Thin Film Technology Overview: 110
3.18 Thin Film Chip Resistor: Global Markets: 2016 110
Top 22 Vendors of Thin Film Chip Resistors: 2016 111
3.19 Resistors: Competitive Environment By Type & Component Sub-Category: FY 2016 111
3.20 Linear Resistor Manufacturers: FY 2016 Estimated Global Market Shares 113
3.21 The Different Types of Inductors: 114
3.22 Multilayered and Thin Film Deposited Coils: 114
3.23 FY 2017 Changing Markets in Discrete Inductors By Product Line 115
3.24 Ferrite Beads and Bead Arrays: 116
3.25 Multilayered Chip Inductors: 116
3.26 Average Inductor Content by Key Product: FY 2016 118
3.27 Inductor, Bead and Core Vendors: Global Sales & Market Shares: FY 2016 118
3.28 Paumanok Analysis of Capacitor Lead Time Trends in 2017 121
3.29 Aluminum Electrolytic Capacitors: Lead Time Trends By Type 123
3.30 Ceramic Capacitors: Lead Time Trends By Type and Case Size: January 2013- July 2017 124
3.31 Tantalum Capacitors: Lead Time Trends By Type and Case Size: January 2013- July 2017 126
3.32 Plastic Film Capacitors: Lead Time Trends By Type and Case Size: January 2013- March 2017 127
3.33 Paumanok Lead Time Analysis for all Capacitors Combined (Aggregated): 129
3.34 Resistor Lead Time Trends: FY 2013-2017 By Month: 130
3.35 Thick Film Chip Resistors: Lead Time Trends By Type and Case Size: January 2013 to July 2017 132
3.36 Thin Film Resistors: Lead Time Trends By Case Size: 2013-2017 134
3.37 Paumanok Lead Time Analysis for All Linear Resistors Combined (Aggregated): 2017 136
3.38 Discrete Inductor Lead Time Trends: FY 2013-2017 137
3.39 Paumanok Lead Time Analysis for All Discrete Inductors Combined (Aggregated): 2013-2017 137
4.0 Passive Components and Next Generation Portability. 139
4.1 Relationship Between Capacitance and Available Surface Area in MLCC: 139
4.1.1 MLCC Design: 140
4.2 MLCC Markets by Case Size: 2017 141
4.2.1 MLCC Demand By Case Size: Dielectrics In Motion: 141
4.2.2 Unit Demand By MLCC Case Size: 2017 Worldwide Estimates 142
4.2.3 MLCC Case Sizes: 143
4.2.4 Forecasts: Global Volume of Consumption for MLCC: 2017-2022 144
4.2.5 Forecasts: Global Value of Consumption for MLCC: 2017-2022 145
4.2.6 Forecasts: Global Average Unit Pricing for MLCC: 2017-2022 147
4.2.7 Unit Forecasts For MLCC By End-Use Market Segment: FY 2017-2022 149
4.2.8 MLCC Content By End-Product and Forecasts: FY 2017-FY 2022 151
4.2.9 MLCC Unit Consumption Forecasts By End-Use Market Segment and Key Product Market: FY 2017-2022 153
4.3 Tantalum Capacitors: Technology Overview: 155
4.3.1 Tantalum Capacitor Component Configurations: 155
4.3.2 Molded Chip: 155
4.3.3 Tantalum Capacitor Market Subsets: Demand By Configuration: FY 2017: 156
4.3.4 Molded & Coated Chip Tantalum Capacitor Markets: FY 2017 156
4.3.5 Tantalum Capacitor Content Per Black Box: FY 2017 156
4.3.6.Tantalum Capacitor Unit Consumption By End-Use Segment and Key Product Market: FY 2017 157
4.4 Plastic Surface Mount Film Chip Capacitors: 159
4.4.1 Polyethylene Terephthalate: 159
4.4.2 Polyphenylene Sulfide: 159
4.4.3 Polyethylene Naphthalate: 159
4.4.4 Available Thickness: 160
4.4.5 SMD Film Chip Capacitor Markets (PEN, PET, PPS): FY 2017 160
5.0 Technology Road Map: 163
5.1 MLCC Leads Way in Passive Component Volumetric Efficiency: 163
5.2 MLCC Sets The Tone for The Technology Roadmap in Ultra-Small Next Generation Components 163
5.3 Thick Film Chip Resistors and Ferrite Beads Keep Up With Trends 163
5.4 Leading Edge Ultra-Small Component Similarities 163
5.5 Solid Passive Components about To Make a Breakthrough in Technology 163
5.6 Tantalum Capacitors Making Technology Leaps As Well 163
5.7 Polymer Aluminum Limitations 163
5.8 Components Holding Back Technology (Limitations on Maximum Volumetric Efficiency) 164
5.9 Ultra-Small Passives: A Multibillion Industry 166
5.9.1 Global Markets By Case Size: 166
5.9.2 The Leading Edge Markets- 01005 and 008004: 166
5.9.3 The Core Value Markets- 0201 to 0805 166
5.9.4 The Large Case Electrolytic Markets In Tantalum and Aluminum 166
5.10 Increasing Capacitance While Decreasing Case Size 168
5.10.1 MLCC and Tantalum- Major Competition Coming 168
5.11 Market Drivers For Ultra-Small Passive Components: FY 2017-2022 169
5.11.1 The Real Products Driving Volumetric Efficiency 169
6.0 Detailed Forecasts For Mass Produced Ultra-Small Components 171
6.1 Global Consumption Value for MLCC By Case Size: FY 1991-2017; FY 2018 Forecasts 172
6.2 Global Consumption VOLUME for MLCC By Case Size As a Percentage of Total Ceramic SMD Capacitor Unit Shipments: FY 1991-2017; FY 2018 Forecasts 173
6.3 Global Consumption Volume for MLCC. By Case Size: FY 2017 174
6.4 Global Consumption VOLUME For Thick Film Chip Resistors By Case Size: FY 1991-2017; FY 2018 Forecasts 175
6.5 Global Consumption VOLUME for Thick Film Chip Resistors By Case Size As a Percentage of Total Ceramic SMD Resistor Unit Shipments: FY 1991-2017; FY 2018 Forecasts 176
6.6 Global Consumption Volume for Thick Film Chip Resistors By Case Size: FY 2017 177
6.7 Tantalum Capacitor Consumption Volume by Case Size: FY 1995-2017, FY 2018 Forecasts 178
6.8 Global Consumption Volume for Tantalum Chips By Case Size: FY 2017 179
6.9 Tantalum Capacitor Consumption Volume by Case Size: FY 2017 180
6.10 Forecasts for Consumption: MLCC Capacitors By Case Size To 2022 181
6.11 Forecasts for Consumption: Thick Film Chip Resistors By Case Size To 2022 181
6.11 Forecasts for Consumption: Tantalum Capacitors By Case Size To 2022 182
7.0 Revenue Analysis for The Passive Component Operations Of Selected Market Leaders in the Field: 183
7.1 Directory of Ultra-Small Passive Component Vendors: 183
7.1.1 Revenue Estimates and Notes on Profitability: 183
7.1.2 Product Portfolio: 183
7.1.3 End-Geographical Markets: 183
7.1.4 End-Use Markers: 183
7.1.5 Locations (Manufacturing): 183
AVX 184
AVX Corporation (NYSE: AVX : RIC 6971:): 184
About The Quarter and Currency Exchange Rate Impact On Revenue: 184
Introduction To AVX Corporation: 184
Passive Component Products From AVX: 184
Quarterly Revenue Update: 185
Quarterly Channel Review: 185
Regional Sales Trends: 185
End-Market Demand Trends: 185
Capacity Utilization Rates: 187
Sales By Product Mix: 188
Sales By End-Use Market Segment: 188
Annual Revenues For AVX Corporation: 2009-2017: 188
Quarterly Revenues For AVX Corporation: 2014-2017 by Quarter 190
Market Trends At AVX Corporation: 190
AVX Revenue By Product Group: CY 2012-2013- 2014, 2015 191
AVX Revenue Trend By End-Use Market Segment: 2011, 2012, 2013, 2014, 2015 192
FY 2017 Economic Indictor: 9 Months of AVX Sales Data By End-Market: YoY Comparison: 195
AVX Revenue Trend By World Region: CY 2011-2017 196
AVX’s Position in the Global Passive Component Industry: FY 2017 199
KEMET 199
Kemet Electronics (NYSE: KEM): 199
Introduction To Kemet 199
Quarterly Sales Update: 200
Sales By End-Use Segment: 200
Sales By Capacitor Type: 200
Sales By World Region: 201
2017 Outlook: 201
NEC-Tokin Acquisition Update: 201
Annual Revenues For KEMET Electronics Corporation: 2009-2017 202
Quarterly Revenues For KEMET: 2012-2017 202
KEMET Change in Revenues by World Region: 2012-2015; 2017 Forecast 203
KEMET: Economic Indicator: Shifting Sales Data in FY 2017 205
KEMET Revenues By Product Group: FY 2011, 2012, 2013, 2014, 2015 AND 2017 Forecasts 205
KEMET Revenues By End-Use Market Segment: FY 2013 TO FY 2017 206
KEMET: Economic Indicator: Shifting Sales Data in FY 2017 207
KEMET’s: Position in The Passive Components Industry: FY 2017 208
KOA 209
KOA Corporation (6999) 209
About KOA Corp. 209
KOA Corporation: Annualized Revenues & Trends: 2011-2015; FY 2017 Forecasts 209
KOA Corporation’s Position in The Passive Component Industry 210
Murata 211
Murata Manufacturing Company Limited (RIC: 6981): 211
About Murata: 211
Quarterly Revenue Update 211
End-Market Demand Update 212
2017 Outlook 212
Annual Revenues for Murata’s Capacitor Group: 2009-2017 213
Quarterly Revenues For MURATA: 2014-2017 {Capacitor Operations Only} 214
Murata Revenues By End-Use Market Segment: FY 2017 Forecasts 215
Murata Revenue Trend By End-Use Market Segment: FY 2009-2015; FY 2017 Forecasts 216
MURATA: Economic Indicator: Shifting End-Market Data in FY 2017 217
Murata Revenues By World Region & Trends: FY 2009-2015; FY 2017 Forecasts 218
MURATA: Economic Indicator: Shifting Sales Data in FY 2017 219
Murata’s Position in the Passive Component Industry: FY 2017 220
Nichicon 221
Nichicon Corporation (RIC: 6996) 221
About Nichicon: 221
Quarterly Revenue Update 221
FY 2017 Updated Projections: 221
Quarterly Revenues For NICHICON: 2012-2015; FY 2017 Forecast 222
Nichicon’s Position in the Passive Component Industry: FY 2017 223
Nippon Chemi-Con 224
Nippon Chemi-Con Corporation (RIC:6996) 224
About Nippon Chemi-Con: 224
NCC Updated Financial Data and Projections: 225
Annual Revenues For Nippon Chemi-Con: FY 2009-2017 225
Quarterly Revenues For Nippon Chemi-Con: FY 2014 to 2017 225
Nippon Chemi-Con’s Position in the Passive Component Industry: FY 2017 226
Panasonic 227
Panasonic Corporation (RIC: 6752): 227
Panasonic Corporation: Description: 227
Panasonic Corporation: Annual Revenues: FY 2010-FY 2015; FY 2017 Forecasts 228
Panasonic Corporation: Importance To The Passive Component Industry: FY 2017 228
Rohm 230
ROHM CO., LTD. 230
About Rohm Company Limited 230
Annualized Revenue Trend at Rohm Company Limited: (New Accounting Method): Passives Group Only 232
Rohm Company Limited: Revenues By End-Use Market Segment: FY 2015 233
ROHM’S Position in the Passive Component Industry: FY 2017 234
Rubycon 234
Rubycon Corporation (Private) 234
Rubycon: Company Description 235
Rubycon Product Lines: 235
Other Products: 235
Rubycon Revenue Estimates For Passive Components 235
Rubycon Annual Revenues and Estimates: 2005-2015: FY 2017 Forecasts 236
Rubycon Revenues By Product Line and Type: 237
Rubycon’s Position in The Passive Component Industry: FY 2017 237
SEMCO 238
Samsung Electro-Mechanical (KSE: 009150): 238
About SEMCO: 238
Annual Revenues For SEMCO LCR Group: FY 2009-2017 238
239
Quarterly Revenues For SEMCO LCR GROUP: FY 2012-2017 (Won in Billions) MLCC 239
Samsung’s Position in The Passive Component Industry: FY 2017 240
Sumida 241
Sumida Electric Company Limited (RIC: 6817) 241
About Sumida: 241
Sumida Annualized Revenues: 2005-2017 CY 242
Sumida Sales Trend By World Region: CY 2013-2015 243
Sumida Revenues By End-Use Market Segment: CY 2012 – CY 2015 244
Sumida’s Position in the Passive Component Industry: FY 2017 245
Taiyo Yuden 246
Taiyo Yuden Company Limited (RIC: 6976): 246
Taiyo Yuden: Company Description: FY 2017 246
Quarterly Revenue Update: 247
Capacitor Sales Update: 247
Annual Revenues for Taiyo Yuden’s Capacitor Group: FY 2009-2015; 2017 Forecasts 247
Quarterly Revenues For Taiyo Yuden Capacitors Group: 2012-2017 248
Annual Revenues For Taiyo Yuden’s Ferrite and AP Group: 2009-2015; 2017 Forecasts 249
Quarterly Revenues For Taiyo Yuden Ferrites & Applied Products Group: 2014-2017 250
Taiyo Yuden’s Position In The Passive Component Industry: FY 2017: 251
TDK 252
TDK Corporation (RIC: 6762): 252
About TDK Corporation: 252
Current Economic Environment: 252
End-Use Market Demand Update: 253
2017 Outlook: 253
Annual Revenues for TDK’s Capacitor Group: 2009-2015; FY 2017 Forecast 253
Quarterly Revenues For TDK Capacitors Group: FY 2012-2017 254
Annual Revenues for TDK’s Inductor Group: FY 2010-2017 255
Quarterly Revenues For TDK Inductors Group: 2009-2017 256
TDK: Economic Indicator: Shifting Sales Data in FY 2017 257
TDK’s Position in The Passive Component Industry: FY 2017: 258
TT Electronics 259
TT Electronics 259
TT Electronics: About This Company 259
TT Electronic Revenues Component Group Sales: 2012-2013-2014-2015 CY 259
TT Electronics: Revenues By End-Use Market Segment: CY 2015 261
TT Electronics: Revenues By Region: CY 2015 261
TT Electronics’ Position In The Passive Component Industry: FY 2017 263
Vishay Intertechnology 263
Vishay Intertechnology (NYSE:VSH) 263
About Vishay: 263
Quarterly Revenue Update: 264
Volume Up, Prices Down 264
Regional Growth: 264
End-Market Growth: 265
Vishay Resistor & Inductor Group Update: 265
Vishay Capacitor Group Update: 266
2017 Outlook: 266
Annual Revenues For Vishay Intertechnology (Capacitor Group Only): 2011-2017 266
Vishay Annual Resistor & Inductors Group Revenues: 2009-2015; 2017 Forecasts 268
Vishay Intertechnology: Resistors & Inductors Group; Quarterly Revenues: 2012-2017 270
Vishay’s Position In The Passive Component Industry: FY 2017: 271
Walsin 271
Walsin Technology Corporation (2492): 271
About WTC: 271
2017 Update: 272
Walsin Technology Corp; Revenues by End-Use Market Segment: FY 2017 273
Annual Revenues For Walsin Technology Corporation (Passives Group): 2009-2017 274
Quarterly Revenues For Walsin Technology Corporation (Passives Group): 2014-2017 275
Walsin’s Position In The Global Passive Component Industry: FY 2017 275
Yageo 276
Yageo Corporation (TW 2327): 276
About Yageo: 276
Annual Revenues For Yageo Corporation: 2009-2017 276
Quarterly Estimates and Outlook For Yageo Corporation 278
Yageo’s Position in The Passive Component Industry: 279
Index of Tables:
Figure 1: Paumanok Research Methodology 22
Figure 2: Fixed Capacitor Market Breakdown by Sub-Category: FY 2017 23
Figure 3: Fixed Linear Resistor Market Breakdown by Sub-Category: FY 2017 24
Figure 4: Discrete Inductor Market Breakdown by Sub-Category: FY 2017 25
Figure 5: The Passive Electronic Component Supply Chain 26
Figure 6: The Technical Economic Maxims Associated With Passive Electronic Components 29
Figure 7: Currency Translations Used In This Report: FY 2013, 2014, 201, 2017 and 2017 (Yen, NT$ and Won Currencies To The United States Dollar Quarterly Exchange Rates) 31
Figure 8: Global Value, Volume and Average Unit Selling Price For Passive Electronic Components by Type (Capacitors, Resistors & Inductors): Fiscal Year 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2017 and 2017 37
Figure 9: Global Consumption Volume for Passive Electronic Components: 2003-2017; 2017-2022 Forecasts 41
Figure 10: Global Consumption Volume for Passive Electronic Components By Type (Capacitors, Linear Resistors and Discrete Inductors) 2017 (Fiscal Year Ending March) 43
Figure 11: Global Consumption Volume for Passive Electronic Components By Type and Changes in Global Shipments Over Time 44
Figure 12: Global Consumption Value for Passive Electronic Components: 2003-2015; 2017-2022 Forecasts 47
Figure 13: Global Consumption Value For Passive Components By Type (Capacitors, Linear Resistors and Discrete Inductors): FY 2017 48
Figure 14: Average Unit Price Trend For Passive Electronic Components: FY 2003-2015; 2017 to 2022 Forecast 50
Figure 15: Global Consumption Value for Passive Electronic Components By World Region: FY 2017 51
Figure 16: Global Value of Passive Electronic Component Consumption By World Region: FY 2017 53
Figure 17: Revenues by World Region for The Top Passive Electronic Component Manufacturers: FY 2017 Benchmarking The Shift 54
Figure 18: Global Passive Electronic Component Consumption Forecasts By World Region: FY 2014 to FY 2015; and FY 2017 Estimates (In Millions of US Dollars) 55
Figure 19: FY 2015- FY 2020 Forecasted Passive Component Consumption By Type and World Region (In Millions of USD) 57
Figure 20: Consumption Value For Passive Electronic Components By End-Use Market Segment: FY 2010, 2011, 2012, 2013, 2014, 2015 and 2017 59
Figure 21: Passive Electronic Component Consumption Value By End-Use Market Segment: FY 2017 Estimates 60
Figure 22: Telecom End-Use Markets For Passive Components: Global Consumption Value and Trend: 2007-2017 62
Figure 23: Computer End-Use Markets For Passive Components: Global Consumption Value and Trend: 2007-2017 64
Figure 24: Consumer AV End-Use Markets For Passive Components: Global Consumption Value and Trend: 2007-2017 65
Figure 25: Automotive End-Use Markets For Passive Components: Global Consumption Value and Trend: 2007-2017 67
Figure 26: Figure 22: Industrial End-Use Markets For Passive Components: Global Consumption Value and Trends: 2007-2017 69
Figure 27: Specialty End-Use Markets For Passive Components: Global Consumption Value and Trends: 2007-2017 71
Figure 28: Global Value of Consumption Trend for Passive Components By End-Use Market Segment: 2007-2017 73
Figure 29: The Changing Importance of End-Use Market Segments For The Worldwide Passive Electronic Component Industry: 2007-2017e 74
Figure 30: Passive Component Revenues By End-Use Market Segment for The World's Top Vendors of Passive Electronic Components: FY 2017 75
Figure 31: Projected Production VOLUME for Key END-PRODUCTS Consuming Capacitors, Resistors and Inductors (Top 16 End-Products) To 2022 78
Figure 32: Black Box Build and Forecasts: FY 2017 to FY 2022 Forecasts 79
Figure 33: Average Passive Component Content Per Black Box By Type: FY 2011-2017 Actual and FY 2017 to FY 2022 Forecasts 81
Figure 34: Value, Volume and ASP Forecasts For Passive Components By End-Use Market Segment: 2017-2022 82
Figure 35: Global Consumption Value for Passive Components By End-Use Market Segment: FY 2017 Versus FY 2022 83
Figure 36: Global Vendors of Passive Electronic Components: FY 2017 Estimated Market Shares 85
Figure 37: Notes and Justification for the FY 2017 Sales Estimates for the Top 15 Manufacturers of Passive Electronic Components 86
Figure 38: Top 13 Vendors of Capacitors: FY 2017 Capacitor Revenues & Market Shares 88
Figure 39: Ceramic Capacitor Manufacturers: FY 2017 Market Shares 91
Figure 40: Tantalum Capacitor Manufacturers: FY 2017 Global Market Shares 93
Figure 41: Aluminum Electrolytic Capacitor Vendors: FY 2017 Market Shares 95
Figure 42: Competition by Case Size in Conductive Polymer Capacitors by Dielectric 97
Figure 43: DC Plastic Film Capacitor Manufacturers: FY 2017 Market Shares (Metallized PET) 99
Figure 44: SMD Film Chip Vendors by Dielectric and Targeted End-Use Market Segment: FY 2017 SMD Film 101
Figure 45: Global Manufacturers of SMD Film Chip Capacitors: FY 2013 Global Sales and Market Shares 102
Figure 46: Linear Resistors and Their Respective Sub-Categories: FY 2016 104
Figure 47: Competitive Environment in Resistors By Type and Component Sub-Category: FY 2016 112
Figure 48: Linear Resistor Manufacturers: FY 2016 Estimated Global Market Shares 113
Figure 49: Variations in Coil Technology: FY 2016 115
Figure 50: Competitive Environment in SMD Chip Inductors: FY 2016 120
Figure 51: Capacitor Lead Times in Weeks: Overall Trend by Month to July 2017 122
Figure 52: Aluminum Electrolytic Capacitors: Lead Time Trends In Weeks by Al203 Capacitor Type: January 2013- July 2017 123
Figure 53: Ceramic Capacitors: Lead Time Trends In Weeks by Ceramic Capacitor Type and MLCC Case Size: January 2013- July 2017 125
Figure 54: Tantalum Capacitors: Lead Time Trends In Weeks by Tantalum Capacitor Type and SMD Case Size: January 2013- July 2017 126
Figure 55: Lead Time Trends For Plastic Film Capacitors By Type and Configuration: January 2013- July 2017 128
Figure 56: Overall Lead Time Trends for Capacitors- All Types Combined: 2013-2017 130
Figure 57: Linear Resistor Lead Times by Component Type and Sub-category: 2015-2017 131
Figure 58: Thick Film Chip Resistors: Lead Time Trends in Weekes by Case Size: January 2013 to July 2017 133
Figure 59: Thin Film Resistors: Lead Time Trends In Weeks by Case Size: 2013-2017 135
Figure 60: Linear Resistors: Lead Time Trends For All Products Combined: January 2013 to July 2017 136
Figure 61: Lead Time Trends for All Discrete Inductors Combined (Aggregate): 2013-2017 138
Figure 62: FORECASTS: Global Volume of Consumption for MLCC: 2017-2022 (In Billions of Pieces) 145
Figure 63: FORECASTS: Global Value of Consumption for MLCC: 2017-2022 (In Millions of US Dollars) 147
Figure 64: FORECASTS: Global Average Unit Pricing for MLCC: 2017-2022 (In US Dollars Per Thousand Pieces) 149
Figure 65: Projected Production VOLUME for Key END-PRODUCTS Consuming Capacitors, Resistors and Inductors (Top 16 End-Products) To 2022 150
Figure 66: Average Passive Component Content Per Black Box By Type: FY 2011-2017 Actual and FY 2017 to FY 2022 Forecasts 152
Figure 67: MLCC Consumption Volume Forecasts: FY 2017 to FY 2022 153
Figure 68: Global Consumption Volume for Tantalum Capacitors By End-Use Market Segment and End-Use Product Market: FY 2015 (In Millions of Pieces) 158
Figure 69: SMD Film Chip Capacitors: End-Use Markets: FY 2017 161
Figure 70: SMD Film Chip Capacitors: Consumption Value of Demand By End-Use Market Segment: FY 2017 162
Figure 71: MLCC Leads Way in Passive Component Volumetric Efficiency 165
Figure 72: Ultra-Small Passives: A $15 Billion Industry 167
Figure 73: Increasing Capacitance While Decreasing Case Size 168
Figure 74: Market Drivers for Ultra-Small Passive Components 170
Figure 75: Global Consumption Volume for MLCC By Case Size: 1991-2017 by Year With FY 2018 Forecasts 172
Figure 76: Global Consumption Volume for MLCC By Case Size: 1991-2017 by Year With FY 2018 Forecasts As a Percentage of Overall Ceramic Capacitor Sales 173
Figure 77: Global Consumption Volume for MLCC By Case Size: 2017 174
Figure 78: Global Consumption Volume for Thick Film Chip Resistors By Case Size: 1991-2017 by Year With FY 2018 Forecasts As a Percentage of Overall Ceramic SMD Resistor Saes 175
Figure 79: Global Consumption Volume for Thick Film Chip Resistors By Case Size: 1991-2017 by Year With FY 2018 Forecasts As a Percentage of Overall Ceramic SMD Resistor Saes 176
Figure 80: Global Consumption Volume for Thick Film Chip Resistors By Case Size: 2017 177
Figure 81: Global Consumption Volume for Tantalum Chip Capacitors By Case Size: 1995-2017 by Year With FY 2018 Forecasts 178
Figure 82: Global Consumption Volume for Tantalum Chip Capacitors By Case Size: 2017 179
Figure 83: Global Consumption Volume for Tantalum Chip Capacitors By Case Size: FY 2017 180
Figure 84: Global Consumption Volume for MLCC Capacitors By Case Size: FY 2017-2022 181
Figure 85: Global Consumption Volume for MLCC Capacitors By Case Size: FY 2017-2022 181
Figure 86: Global Consumption Volume for Tantalum Chip Capacitors By Case Size: FY 2017-2022 182
Figure 87: AVX Corporation: Annual Revenues: 2009-2017; 2017 Forecasts 189
Figure 88: AVX Corporation: Quarterly Revenues: 2014-2017 Quarterly Revenues 190
Figure 89: AVX Revenues by Product Line: Changes 2012, 2013, 2014, 2015 191
Figure 90: AVX Revenue Trend by End-Use Market Segment: 2011-2015 193
Figure 91: AVX Revenue Trend by World Region: 2012-2017 197
Figure 92: KEMET: Annual Revenues: 2009-2017; 2017 202
Figure 93: KEMET: Quarterly Revenues: 2009-2015; 2017 Forecasts 202
Figure 94: KEMET: Revenue Trend By World Region: 2012, 2013, 2014,2015 and 2017 Forecast 203
Figure 95: KEMET: Revenue Trend By Region: FY 2015-2017 205
Figure 96: KEMET: Revenue Trend By Product Line: 2012, 2013, 2014,2015 and 2017 Forecast 205
Figure 97: KEMET: Revenue Trend By End-Use Market Segment: 2013, 2014, 2015 and 2017 Forecast 206
Figure 98: KEMET: Revenue Trend By Region: FY 2015-2017 208
Figure 99: KOA Corporation: Annual Revenues: FY 2011-FY 2014; FY 2015 Forecasts 209
Figure 100: MURATA MFG CO LTD CAPACITOR GROUP: Annual Revenues: 2009-2015; 2017 Forecasts 214
Figure 101: MURATA MFG CO LTD CAPACITOR GROUP; Quarterly Revenues: 2009-2015; 2017 Forecasts 215
Figure 102: Murata Annual Revenues by End-Use Market Segment: FY 2017 216
Figure 103: Murata Annual Revenues by End-Use Market Segment: FY 2009-FY 2014; FY 2017 Forecasts 217
Figure 104: Murata Revenues by World Region: FY 2015-2017 (9 Months of Data; shifting markets) 218
Figure 105: Murata Revenues by World Region: FY 2009-2015; FY 2017 Forecasts 218
Figure 106: Murata Revenues by World Region: FY 2015-2017 (9 Months of Data; shifting markets) 220
Figure 107: Nichicon Corporation: Quarterly Revenues: 2012-2015; 2017 Forecasts 223
Figure 108: Nippon Chemi-Con Corporation: Annual Revenues 2009-2015; 2017 Forecast 225
Figure 109: Nippon Chemi-Con: Quarterly Revenues: 2009-2015; 2017 Forecasts 226
Figure 110: Panasonic Corporation: Annual Revenues: FY 2010-FY 2015: FY 2017 228
Figure 111: Rohm Company Limited: Annual Revenues in The Passive Component Group: FY 2013- FY 2015 FY 2017 Forecasts 232
Figure 112: Rohm Company Limited: Revenues by End-Use Market Segment: FY 2017 233
Figure 113: Rubycon Corporation: Annual Revenues: 2005-2015; FY 2017 Forecasts 236
Figure 114: Samsung Electro-Mechanics: LCR Group; Annual Revenues: 2009-2015; 2017 Forecasts 238
Figure 115: Samsung Electro-Mechanics: LCR Group; Quarterly Revenues: 2012-2017 240
Figure 116: Sumida Corporation Annual Revenues: 2005-2017 CY 243
Figure 117: Sumida Revenue Growth By World Region: 2013-2015 FY 243
Figure 118: Sumida Corporation: Changes in Demand By End-Use Market Segment: 2012-2015 CY 244
Figure 119: Taiyo Yuden: Capacitor Group; Annual Sales 2009-2015; 2017 Forecasts 248
Figure 120: Taiyo Yuden; Capacitor Group; Quarterly Revenues: 2014-2015; 2017 Forecasts 249
Figure 121: Taiyo Yuden: Ferrites & AP Group; Annual Revenues: 2009-2015; 2017 Forecasts 249
Figure 122: Taiyo Yuden: Ferrites & AP Group: Quarterly Revenues: 2014-2017 250
Figure 123: TDK Corporation; Capacitor Group: Annual Revenues: 2009-2015; 2015 Forecasts 254
Figure 124: TDK Corporation; Capacitor Group: Quarterly Revenues: 2012-2017 255
Figure 125: TDK Corporation; Inductors Group: Annual Revenues: 2009-2015; 2017 Forecasts 256
Figure 126: TDK Corporation: Inductors Group; Quarterly Revenues: 2012-2015; 2017 Forecasts 257
Figure 127: TDK Revenues by World Region: FY 2015-2017 (9 Months of Data; shifting markets) 257
Figure 128: TT Electronics Component Group Revenues 2012-2015 259
Figure 129: TT Electronics: Revenues by End-Use Market Segment: 2015 261
Figure 130: TT Electronics Revenues By World Region: CY 2015 261
Figure 131: Updated Regional Growth Estimates for Vishay: FY 2015 to FY 2017 264
Figure 132: Vishay Intertechnology: Capacitor Group: Annual Revenues: 2009-2015; 2017 Forecasts 266
Figure 133: Vishay Intertechnology: Capacitor Group: Quarterly Revenues: 2009-2015; 2017 Forecasts 267
Figure 134: Vishay Interetechnology: Resistors & Inductors Group: Annual Revenues: 2009-2015; 2017 Forecasts 268
Figure 135: Vishay Intertechnology: Resistors & Inductors Group; Quarterly Revenues: 2012-2017 270
Figure 136: Walsin Technology Corporation; Passive Components: Annual Revenues: 2009-2015; 2017 Forecasts 274
Figure 137: Quarterly Revenues for Walsin Technology Corporation (Passives Only): 2014-2017 275
Figure 138: Yageo Corporation: Annual Revenues: 2009-2015; 2017 Forecasts 277
Figure 139: Yageo Corporation: Quarterly Revenues: 2012-2015; 2017 Forecasts 278