Abstract
Facts and perspectives for the passive component markets and industry: get the presentation made at CARTS USA 2007 by DECISION' s speaker for the marketing seminar. "The marketing seminar gathers together the experts on the hottest topics in the worldwide market, while also providing leadingedge intelligence for the future."
This presentation is a complement to the The worldwide passive & interconnection component markets database that contains only focused data, general trends and main issues for passive components (inductors, resistors, cacitors) are here clearly idenfied and comment. The presentation also contains a North Amrica market overview and analysis.
Period Coverage
- Previous year: 2006
- Estimate for current year ending: 2007
- Forecasts to 2011
Products and Business segments analysed
Components
- Magnetic components
- SMD Inductors
- Other Inductors
- Transformers
- Capacitors
- Aluminum
- Ceramic
- Film
- Tantalum
- Other
- Resistors
- Linear
- Arrays & networks
- Non linear (PTC, NTC, varistors)
- Variable (potentiometers, surge arrestors, ...)
Equipement:
Consumer, Home appliances, Data processing, Telecommunications, Aerospace, defence, Automotive, Industry
Currency
Market and production figures are in USD
World regions
The 6 regions analysed are :
- Europe: Western Europe, 10 new EU members, Other Europe and Turkey,
- North America: USA, Canada and Mexico,
- China (including Hong Kong),
- Japan,
- Other Asia Pacific: Singapore, South Korea, Malaysia, Taiwan, India, Other Asia and Australia-New Zealand,
- Rest of the World: Brazil, Russia, Other America, Africa - Middle East.
Table of Contents
INTRODUCTION : DECISION presentation
- Who we are and What we do
- Methodology
- A detailed approach
- From the equipment to the component
- Electronic equipment production
- Global outlook
- Towards a new growth cycle ...
Asia represents half of World electronic production... ...Europe and North America still major production areas
- The new World economic order
- Different growth profiles for electronic production: the more developed countries
- Different growth profiles for electronic production: the developing
countries
- 2006, a good year for European electronic production
- Migration and specialisation
- The Chinese phenomenon
- Specialisation at work in the West
- The Chinese “black hole”
- Low cost is also in the West
- Towards a new balance between market and production
- Electronic products
- Mass market electronics
- Mass market products : the Asian domination
- TV : the flat screen tsunami
- Mobile phones: 1 billion unit in 2006
- PC : the essential digital platform
Professional electronics
- Professional markets
- IT infrastructures (computer & telecom networks)
- Industrial and medical : a Western leadership
- Aerospace & defence : Battle over the Atlantic
- Automotive electronics
- Automotive electronics
- Fast pervasion of automotive electronics
- Towards a new acceleration ?
- Automotive has turned the tables for electronic suppliers
- North American position and perspectives
- North American leadership remains strong !
- Some growth perspectives ahead for European electronics, new societal needs
- Electronic Design vs. Production
- Sub-contracting
- EMS industry in better shape after troubles in 2005...
- ODMs still on tracks
- Passive components consumption
- General facts and trends
- Passive vs active components
- Passive components scope
- Passives, a minor position among electronic component (in value) ...
- ...but a dominant position in unit !
- Passives are not just commodities !
- Volume trends for passives
- Passives: « the rumors of my death are an exaggeration... »
(Mark twain)
- ...Indeed !
- Factor #1: The integration myth
- Factor#2: Time to Market drives passive consumption
- Passives: « the rumors of my death are an exaggeration... »
(Mark twain)
- Volume trends for passives
- The electronics divide
- Component market segmentation
- Consumption of specific/custom capacitors
- Price trends for passives
- Price, a complex equation
- Raw materials cost evolution since July 2003
- Price: Commodities
- Price: Value Added components
- PRICE per case: the ‘swoosh' curve
- Passives are not on the list of threatened species
- Global passive consumption
- Consumption structure and evolution
- Passive component consumption per application and region
- Passive component consumption and growth trend
- North American OEMs are World 1st customers
- Technological trends
- Is integration really a threat for passives ?
- Major technological trends for passive components
- Consumption structure and evolution
- Detailed passive consumption
- World capacitor consumption
- World capacitor consumption per application
- World capacitor consumption per type
- Towards price stability ?
- World Film Capacitor consumption per application
- Film Capacitors: Technology trends
- World Aluminum Capacitor consumption per application
- World Tantalum Capacitor consumption per application
- Electrolytic Capacitor: Technology trends
- World Ceramic Capacitor consumption per application
- Ceramic Capacitor: Technology trends
- World resistor consumption
- World resistor consumption per application
- European resistor consumption per type
- Resistors: Technology trends
- World magnetic component consumption
- World magnetic component consumption per application
- World magnetic component consumption per type
- Inductors: Technology trends
- Conclusion
- Passive manufacturers
- Passive manufacturers ranking
- Key Success Factors for component manufacturers
- Key points
- ADDENDUM: Consumption of passive component per region
- Capacitor per application, Europe - North America - Japan
- Capacitor per application, China - Other Asia-Pacific - Rest of the world
- Resistors per application, Europe - North America - Japan
- Resistors per application, China - Other Asia-Pacific - Rest of the world
- Magnetic per application, Europe - North America - Japan
- Magnetic per application, China - Other Asia-Pacific - Rest of the world
- Note to the reader
