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Supply String of Electric Industry

 Supply Sequence of Electronic digital Industry Composition Supply Sequence of Electronic digital Industry Composition

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%