seventh Annual SEMATECH Symposium Japan
Supply String Management in Electronics Industry
IHS iSuppli Japan
Akira Minamikawa
[email protected] co. jp
Agenda
Impact of earthquake
What changed in the past a decade?
What changes in the next 10 years?
iSuppli Corporation – 2
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Supply Cycle
• Western have high market share in material marketplace
Components
Gadgets Equipment
• Semiconductors
Elements
• Si
• Glass
• Resins
• Chemical compounds
• Alloys
• And more…
Storage, Microcomponents, Reasoning,
Analog, Under the radar, Optical Sensor…
• Smooth Panel Shows
LCD, OLED, Plasma, DLP…
• Power packs
• Info Processing
LAPTOP OR COMPUTER, Storage, Computer printer, Monitor, Projector…
• " cable " Communications
Router, Switch, Modem, Metro, LongHaul…
• Wireless Communications
Rechargeable, Disposable, Gas Cell…
• Electromechanical
PCBs, Connectors, Antennas, Cables…
• Passives
Capacitors, Crystals, Filter systems, Inductors,
Resistors…
Mobile Phone, Multimedia Tablet, Foundation
Station, Wi-fi, Bluetooth…
• Consumer Electronics
TELEVISION, Set-Top Package, Camera, Video game,
DVD/Blu-ray…
• Automotive Electronic devices
Infotainment, Electric power Train, Safety, Body
Electronics, Comfort, Security…
WW share 30-100%
• Industrial Electronic devices
WW discuss 20-40%
Medical, Automation, Energy, Mil/Aero,
Control…
WW share 14%
iSuppli Corporation – 3
Copyright laws 2000-2009 iSuppli Firm. All Worldwide Rights Appropriated. Confidential – Patents Pending
3
Bottle of wine Neck
Tier 1
Vehicle
Camera
ELECTRONIC CONTROL UNIT supplier
System
Semiconductor
Rate 2
Tier 3
iSuppli Corporation – 4
Wafer
Bottle The neck and throat
MCU provider
Silicon ingot
Copyright 2000-2009 iSuppli Corporation. Most Worldwide Legal rights Reserved. Confidential – Us patents Pending
Japanese Market Share
Japanese Market Share
Semiconductor Market Share
2010 Revenue of $304 Billion
Vehicle
Korea 13. 5%
Screen
Passive component
OA
Japan twenty. 8%
Taiwan 6. 7%
電子機器生産金額 日系シェア
Measuring instrument
Inkjet printer
PC
Swiss 3. five per cent
Germany a few. 4%
Netherlands 1 . 3%
China/HK 1 ) 1%
Additional 1 . 4%
Server and storage
Pc
Wired comm
Mobile phone
Wireless comm
DSC
TV
USA 48. 2%
AV
0%
iSuppli Company – five
20%
40%
60%
80 percent
100%
Copyright laws 2000-2009 iSuppli Firm. All Throughout the world Rights Appropriated. Confidential – Patents Pending
5
Si wafer lack may not happen
Silicon wafer market share
2011 Silion wafer supply & demand
5% distance
Shin-Etsu
36%
Others
4%
Covalent
five per cent
Supply
Demand
Siltronic
6%
SUMCO
29%
LG Slitron
8%
Excess capacity
MEMC
12%
Inventory
Resource – IHS iSuppli
iSuppli Corporation – 6
Copyright laws 2000-2009 iSuppli Firm. All Around the world Rights Set aside. Confidential – Patents Pending
Japan master capacitor market
Aluminum Electrolytic�
Capacitor
Others
twenty percent
AV
30%
Auto
10%
Tantalum Electrolytic�
Capacitor
Others
15%
Others
twenty percent
Comm
35%
AV
15%
PC
20%
Comm Consu
mer
アルミ電解コンデンサ
10%
10%
Nippon�
Chemi‐
con
25%
others
27%
Nichicon
18%
Rubycon
15%
Panasonic
15%
iSuppli Firm – six
PC
30%
タンタル電解コンデンサ
other folks
30%
Ceramic Capacitor
AV
20%
Comm
35%
PC
thirty percent
セラミックコンデンサ
Kyocera
20%
other folks
30%
Murata
30%
KEMET
15%
Sanyo
10%
Vishay NEC/Toki
and
10%
15%
Taiyo‐
yuden
10%
Kyocera
15%
TDK
15%
Copyright laws 2000-2009 iSuppli Company. All Globally Rights Reserved. Confidential – Patents Pending
Impact of earthquake and market slow down
PC
K Units
Cellular
K Units
1, 800, 000
4 hundred, 000
twelve. 9%
three hundred and fifty, 000
‐8. 0%
