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市場調査レポート
世界のコンデンサー：市場予測（2009-2014年）
Capacitors: World Market Outlook: 2009-2014
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Abstract
Paumanok Publications, Inc. has released its 2009 edition of "Capacitors:
World Market Outlook: 2009-2014." This study documents worldwide value, volume
and pricing information for capacitors by type, including ceramic, aluminum,
tantalum and film dielectric capacitors. The study takes a detailed look at
the reporting of the major capacitor manufacturers, including Murata, TDK,
Kyocera/AVX, Taiyo Yuden, Nichicon, Nippon Chemi-con, Rubycon, NEC-Tokin
Samsung, Yageo, Walsin, Vishay, and Kemet and many others and analyzes the
changes in the global capacitor markets for FY 2010, with year-by-year
forecasts to 2014. A detailed analysis of changes in market shares by FY for
2003-2009 is given for each vendor by dielectric, with some interesting
changes for FY 2009. Forecasts are given for demand by end-use market segment,
by world region and by distribution channel, with detailed competitive
analysis for each manufacturer. An opportunity section is included that
summarizes key opportunities in specific regions and market segments for the
second half of FY2010, and also addresses specific opportunities as they
relate to the American Reinvestment and Recovery act of 2009. Forecasts to
2014. For General Consumption.
Table of Contents
1.0 CAPACITORS: GLOBAL MARKETS BY TYPE: 2009
- GLOBAL CAPACITOR MARKET VALUE: 2008-2009 FY ENDING MARC 10
- GLOBAL CAPACITOR MARKET VOLUME: 2008-2009 11
- GLOBAL CAPACITOR MARKET REVENUE FORECASTS BY DIELECTRIC: 2008-2009 FY
ENDING MARCH 12
- Ceramic Capacitors: 2008-2009 12
- Aluminum Electrolytic Capacitors: 2008-2009 12
- Tantalum Capacitors: 2008-2009 12
- DC Film Capacitors: 2008-2009 13
- AC Power Film Capacitors: 2008-2009 13
- Other Capacitors: 2008-2009 14
- Market Growth in The Worldwide Capacitor Industry By Dielectric:
2008-2009 FY Ending March 15
- TOP GLOBAL CAPACITOR MANUFACTURERS: CHANGES IN REVENUES: 2009 FY 17
- Top 18 Vendors of Capacitors: Change in 2008FY-2009 FY Revenues 18
- REFERENCES: 19
- REFERENCE 1.1: AVX. 19
- AVX: Total Capacitor Sales Estimates 2009 By Dielectric at AVX (Advanced
Products Group and Commercial Products Group Combined): 19
- REFERENCE 1.2: EPCOS. 20
- EPCOS: Forecasted Changes in Revenues By Division 20
- Expected Changes in EPCOS Revenues YoY Through September 2009 Forecast
By Division: 20
- REFERENCE 1.3: KEMET. 23
- Kemet Passive Component Revenues By Product Line: 23
- REFERENCE 1.4: MURATA. 25
- Murata 2009 Capacitor Sales Update: 25
- REFERENCE 1.5: NEC-TOKIN. 25
- NEC-Tokin Passive Component Revenue Update: 2009 25
- REFERENCE 1.6: NICHICON. 26
- Nichicon Revenue Growth By Capacitor Type (Al203, Ta205, Film, EDLC) 26
- REFERENCE 1.7: NIPPON CHEMI-CON 27
- Nippon Chemi-Con: Capacitor Group Estimates: 2009 27
- REFERENCE 1.8: PANASONIC. 27
- Panasonic: Components and Devices Division Down 21% 27
- REFERENCE 1.9: SAMSUNG. 28
- Samsung: MLCC A Bright Spot Amidst Troubled Rivals 28
- REFERENCE 1.10: TAIYO YUDEN. 28
- REFERENCE 1.10: TDK. 29
- TDK Corporation: MLCC Sales Down 34% 29
- REFERENCE 1.11: VISHAY. 30
- Vishay Passive Components Group Sales Decline of 27.5% 30
- REFERENCE 1.12: WALSIN. 31
- Walsin: Passive Components As a Percentage of Overall Sales In 2009: 31
- REFERENCE 1.13: YAGEO. 31
- Yageo Monthly Revenues: 2008-2009 31
- Yageo Monthly Sales Data: 2007-2009 (NT$: 100MM) 32
2.0 MARKETS BY WORLD REGION: 2009 33
- REGIONAL SALES TRENDS IN CAPACITORS: 2009 33
- Changes in Passive Component Demand By World Region: 2009 - 2010
Forecasts 33
- PRIMARY REFERENCE: TOP 18 PASSIVE COMPONENT MANUFACTURERS: REVENUES BY
WORLD REGION: 2008 34
- Primary Methodology For Determining Capacitor Consumption by World
Region: 34
- International Trade of Capacitors: Every Country Needs Them 35
- The Massive International Trade In Capacitors: 35
- Exposure Levels To World Regions: Manufacturers of Passive
- Components and Percentage of Revenues by World Region: FY 2008 36
- Notes on Consumption In Japan: 2009 36
- REGIONAL DEMAND: CHANGES ON THE MARKET IN 2009/2010 37
- Note on June 2009 Factory Orders: 37
- REFERENCE 2.1: AVX 37
- AVX Sales by World Region-Update for 2009: 37
- AVX Revenues By World Region: 2009 Year End-Estimates: 38
- REFERENCE 2.2: EPCOS 38
- EPCOS: European Sales Fall 40% On Weak Auto and Industrial Markets- 38
- REFERENCE 2.3: KEMET 39
- Kemet Revenues by World Region: Shift in Sales 39
- European Sales Update: 2009 39
- Asia Sales Update: 2009 39
- Americas Update: 2009 39
- Kemet Corporation: Change in Revenues by World Region: 2006-2009 40
- REFERENCE 2.4: MURATA 40
3.0 DEMAND BY ENDUSE MARKET SEGMENT: 2009
- PASSIVE COMPONENT CONSUMPTION BY END-USE MARKET SEGMENT: 2009 FY ENDING
MARCH 41
- Consumption Value For Capacitors BY End Use Market Segment: 2008 FY (In
Millions of USD) 42
- Global Consumption Value for Capacitors By End-Use Market Segment:
2007-2010F 43
- Consumer AV Markets: 2010 FY Capacitor Consumption Forecast: 43
- Telecom Handset Business Markets: 2010 FY Capacitor Consumption
Forecast: 43
- Computer and Business Machine Segment: 2010 FY Capacitor Consumption
Forecast: 43
- Automotive Electronics Segment: 2010 FY Capacitor Consumption Forecast:
43
- Power and Industrial Segment: 2010 FY Capacitor Consumption Forecast: 44
- Defense, Medical, Oilwell and Mining Electronics Segments: 2010 FY
Capacitor Consumption Forecast: 44
- Changes in Capacitor Demand By End-Use Market Segment: 2009 FY 1H 46
- Individual Areas of Positive Business Activity: 1H 2009 as Noted By The
Vendors 46
- REFERENCE 3.1: AVX 47
- AVX: Medical and Defense Markets Remain Strong: 48
- Sales By End Use Market Segment (Quarter to Quarter) Update: 2009 48
- REFERENCE 3.2: EPCOS 49
- EPCOS Changes In Revenues by End-Use Market Segment: 2009 50
- REFERENCE 3.3: KEMET 51
- Kemet: 2009 Changes in Demand By Market Segment: 51
- REFERENCE 3.4: MURATA 51
- Murata: 2009 Update-Changes in Demand By Market Segment: 51
- REFERENCE 3.5: NICHICON 51
- Nichicon: 2009 Changes in Demand By Market Segment: 51
- REFERENCE 3.6: NIPPON CHEMI-CON 52
- Nippon Chemi-Con: Changes in demand By End-Use Market Segment: 2009 52
- REFERENCE 3.7: SAMSUNG 52
- SEMCO: Changes in Demand By End-Use Market Segment: 2009 52
- REFERENCE 3.8: TAIYO YUDEN 52
- Taiyo Yuden Revenues by End-Use Market Segment: 52
- CHANNELS OF DISTRIBUTION: 2009 53
- SHIFT IN DEMAND FROM DISTRIBUTORS IN THE AMERICAS: 53
- AVX Change In Revenues By Distribution Channel: 2009 53
- Kemet 2009 Update Of Sales By Channel Of Distribution: 54
- INTERNATIONAL DISTRIBUTION: 54
4.0 MARKET SHARES BY CAPACITOR TYPE (DIELECTRIC): 2009 55
- GLOBAL MARKET SHARES IN CAPACITORS: FY 2009 55
- CAPACITORS: 55
- Capacitor Vendors: Global Sales & Market Shares: 55
- Capacitors: Overall Market Share Data: 55
- 2009 FY Top Global Capacitor Suppliers (All Products) 56
- CERAMICS (MLCC): 57
- Ceramic Capacitor Market Shares: FY 2009 57
- Ceramic Capacitors: Change In Global Market Shares: 2003-2009 FY 58
- TANTALUM: 58
- Tantalum Capacitor Market Shares: FY 2009 58
- Global Market Shares in Tantalum Capac itors: FY 2008-FY 2009 Ending
March Change in Market Shares 59
- ALUMINUM: 59
- Aluminum Electrolytic Capacitor Market Shares: 59
- Aluminum Electrolytic Capacitors: Global Market Shares: 2008-2009 FY
Ending March 60
- PAPER & PLASTIC: 60
- DC Film Capacitor Market Shares 60
- DC Film Capacitors: Global Market Shares: 2008-2009 FY Ending March 61
- AC Film Capacitor Market Shares: 61
- AC Film Ca pacitors: Global Market Shares: FY 2008-2009 Estimates 62
- EMERGING CAPACITOR MARKET SHARES: 62
- EDLC Capacitor Suppliers And Shares: 62
- Niobium Capacitor Suppliers and Shares: 62
- Leaders In Capacitor Integration and Modularization: 63
5.0 FORECASTS: 2009-2014 64
- Murata
- Kyocera/AVX
- Nippon Chemi-Con
- TDK
- Nichicon
- Kemet
- Panasonic ED
- SEMCO
- Taiyo Yuden
- Vishay
- Rubycon
- EPCOS
- Yageo
- Walsin
- NEC-Tokin
- Sanyo Components
- Five Year Capacitor Market Forecasts: 2009-2014! 64
- GLOBAL CAPACITOR VOLUME SHIPMENTS BY DIELECTRIC: 2003-2008; 2009-2014F64
- Global Capacitor Unit Shipments By Dielectric: 2003-2008; 2009-2014F 64
- CAPACITY UTILIZATION RATES IN THE WORLDWIDE CAPACITOR INDUSTRY: 2003-2009;
2010 TO 2014 FY FORECASTS: 65
- Capacity Utilization Rates in The World Wide Capacitor Industry:
2009-2014 Outlook 66
- GLOBAL CAPACITOR VALUE SHIPMENTS BY DIELECTRIC: 2003-2008; 2009-2014F66
6.0 TECHNOLOGY REVIEW: 2009 73
- AN EXPLANATION OF PASSIVE COMPONENTS INCLUDED IN THIS REPORT: 73
- Introduction & Scope of Coverage: 73
- CERAMIC CAPACITORS (THE INDUSTRY WORKHORSE): 73
- Ceramic Capacitor Types: 73
- Ceramic Capacitor Configurations: 74
- ALUMINUM CAPACITORS: 75
- Aluminum Capacitor Types: 75
- Aluminum Capacitor Configurations: 75
- TANTALUM CAPACITORS: 76
- Tantalum Capacitor Types: 76
- Tantalum Capacitor Configurations: 76
- FILM CAPACITORS: 77
- DC Film Capacitor Types: 77
- DC Film Capacitor Configurations: 78
- AC FILM CAPACITORS: 79
- AC Film Capacitor Types: 79
- AC Film Capacitor Configurations: 79
- Importance Of The Physical Size of the Finished Passive Component 79
- Passive Components In A Circuit: 80
- TECHNICAL TRENDS IN THE GLOBAL CAPACITOR INDUSTRY IN 2009 80
- MINIATURIZATION: 80
7.0 COMPETITIVE ANALYSIS: FY 2009 84
- COMPETITIVE FINANCIAL DATA: 2009FY ESTIMATES 84
- AVX/KYOCERA CORPORATION (NYSE: AVX : RIC 6971:): 84
- KEY DATA: 84
- SALES: USD (FISCAL YEAR ENDING MARCH 31) 85
- 2009 UPDATE: 85
- AVX Sales by World Region Update for 2009: 86
- AVX: Average Selling Price Update: 2009 86
- AVX: June 2009 Forecast 86
- Sales By End Use Market Segment (Quarter to Quarter) Update: 2009 87
- AVX Change In Revenues By Product Line: 2009 87
- AVX: Total Capacitor Sales Estimates 2009 By Dielectric at AVX (Advanced
Products Group and Commercial Products Group Combined:. 88
- AVX Change In Revenues By Distribution Channel: 2009 88
- Kyocera (AVX) Corporation Reports in 2009: 88
- December Quarterly Revenues: 88
- AVX: Recent Acquisitions: 89
- AVX Passive Component Revenues: 90
- Business Analysis: 90
- AVX Revenues by World Region: 90
- EPCOS AG 92
- 2009 UPDATE: 92
- Year Over Year Sales Estimates For 2009: 92
- Changes By Operating Unit 1H 2009: Focus on Ceramics 93
- EPCOS: Change In Sales By End-Use Market Segment: 93
- Changes in Sales By World Region: 93
- Division II: Ceramic Components 95
- Division III: SAW Components 96
- How Revenues are Distributed By
- Division at EPCOS AG: 2008 97
- Expected Changes in EPCOS Revenues YoY Through September 2009 Forecast
By Division: 97
- EPCOS Passive Component Revenues: 98
- EPCOS Strategy Analysis: 99
- EPCOS Revenues by World Region: 9
- EPCOS Revenues by End-Use Market Segment: 100
- EPCOS Manufacturing Facilities & Production By World Region: 101
- EPCOS Recent Technology Developments: 102
- Other Acquisitions and Joint Ventures: 103
- EPCOS and Becromal: 103
- EPCOS Outlook: 103
- KEMET ELECTRONICS OTC: KEME): 104
- KEMET ELECTRONICS: 2009 UPDATE 104
- Kemet: March 2009 Quarterly Update: 104
- Kemet: Cost of Goods Sold: 104
- Kemet: Other Information for the Fiscal Year: 104
- Kemet: Estimated Revenue Forecast By Product Group: 2009-2010 105
- Kemet Passive Component Revenues By Product Line: 106
- Kemet: Expansion Strategy Analysis: 106
- 2009-2010 Expansion Plans in The United States: 106
- Kemet: Revenues by World Region: Shift in Sales 107
- European Sales Update: 2009 107
- Asia Sales Update: 2009 107
- Americas Update: 2009 107
- Kemet Corporation: Change in Revenues by World Region: 2006-2009 107
- Kemet Revenues by End-Use Market Segment: 108
- Kemet 2009 Update Of Sales By Channel Of Distribution: 108
- Kemet Plant Consolidation Plans: 108
- Kemet Technology Assessment: 109
- Kemet June Quarterly Outlook: 2009 109
- MURATA MANUFACTURING COMPANY LIMITED RIC: 6981): 110
- COMPANY SALES DATA:2009 UPDATE ENTIRE COMPANY) 110
- MURATA 2009 CAPACITOR SALES UPDATE: 110
- Murata: FY 2010 Outlook For Capacitors: 111
- Murata Revenues by End-Use Market Segment: 111
- Murata Capacitor Revenues: 112
- Murata Strategy Analysis: 112
- Murata Revenues by World Region: 113
- Murata Manufacturing Footprint by Region/Site: 114
- Murata Technology Assessment: 114
- NEC-TOKIN CORPORATION (RIC: 6759) 116
- 2009 UPDATE: 116
- Change In Ownership: 116
- Plant Closings and Consolidation: 117
- NEC-Tokin Passive Component Revenues: 117
- NEC-Tokin Revenues by World Region: 118
- NEC-Tokin Revenues by End-Use Market Segment: 118
- NEC-Tokin Production Output By World Region: 118
- NEC-Tokin Product Development: 118
- NEC-Tokin Capacitor Discontinuation: 118
- NICHICON CORPORATION (RIC: 6996) 119
- 2009 UPDATE (4TH QUARTER SALES): 119
- 2009 Update: Plant Consolidation: 119
- 2009 Update: Workforce Reduction: 119
- 2009 Update: Capacitor Foil Pricing: FY 2010119
- 2009 Update: Capex Spending for 2010 120
- 2009 Update: FMD Acquisition: 120
- 2009 Update: Conductive Polymer Aluminum Capacity: 120
- Nichicon Company Description: 120
- Nichicon Revenues 1999-2009 120
- Nichicon Passive Component Revenues 121
- Nichicon Product Lines In Passive Components 121
- Nichicon Revenue Growth By Capacitor Type (Al203, Ta205, Film, EDLC) 121
- Company Revenue Forecasts For Specific Product Lines: 2010F 122
- Nichicon Revenues by World Region: 122
- Nichicon Revenues by End-Use Market Segment: 122
- Nichicon Technology Assessment: 122
- Nichicon Strategy in Capacitors: 123
- Nichicon 2010: Outlook 123
- NIPPON CHEMI-CON CORPORATION (RIC: 6996) 124
- 2009 UPDATE (REVISION): 124
- Nippon Chemi-Con: Capacitor Group Estimates: 2009 124
- Inventory Backlog Estimates: 125
- Conductive Polymer Capacitor Inventories: 125
- Mitigation of Price Threat in Conductive Polymer Aluminum Capacitors: 125
- NCC description: 125
- NCC Revenues: Historical & 2009 Forecast 125
- NCC Revenues by World Region: 126
- NCC Revenues by End-Use Market Segment: 126
- NCC Manufacturing Facilities: 126
- Nippon Chemi-Con Technology Assessment: 126
- PANASONIC ELECTRONIC DEVICES RIC: 6752): 127
- Panasonic Revenue Update 2009: 127
- Components and Devices 128
- Passive Component and Other Product Lines: 128
- 2009 Earnings Update: 129
- Panasonic Passive Component Revenues: 129
- Panasonic Revenues by World Region: 129
- Panasonic Revenues by End-Use Market Segment: 130
- Panasonic Passive Component Production By World Region & Plant Location:
130
- Panasonic Technology Assessment: 130
- Panasonic: Outlook for Fiscal 2010: 131
- RUBYCON CORPORATION PRIVATE) 132
- Company Description 132
- Rubycon Product Lines: 132
- Rubycon Revenue Estimates For Passive Components 132
- Rubycon Revenues By Product Line and Type: 133
- Rubycon Estimated Operating Profit: 133
- Rubycon Revenues By End-Use Market Segment 133
- Rubycon Manufacturing Footprint in Asia: 133
- Rubycon Passive Component Technology Assessment: 133
- SAMSUNG ELECTROMECHANICAL (KSE: 009150): 134
- 2009 UPDATE: 134
- SEMCO Total Revenues: 134
- SEMCO Passive Component Revenues: 136
- SEMCO Revenues by World Region: 136
- SEMCO Revenues by End-Use Market Segment: 136
- SEMCO Expansion Strategy: 136
- SEMCO Technology Assessment: 137
- TAIYO YUDEN COMPANY LIMITED (RIC: 6976): 138
- 2009 UPDATE: 138
- Japan Production Ratio Versus Japan Sales Data: 138
- Taiyo Yuden Passive Component Revenues: 140
- Taiyo Yuden Revenues by World Region: 140
- Taiyo Yuden Revenues by End-Use Market Segment: 140
- Capacity Expansion Since 1999: 141
- Reasons For 2006-2007 Expansion: 142
- Regional Expansion Analysis (Japan, China, Malaysia, Korea,
Philippines): 142
- TDK CORPORATION (RIC: 6762): 144
- 2009 UPDATE: 144
- TDK Ceramic Capacitor Sales: 2008 to 2009 (34%) 144
- TDK Electronic Material Group Forecasts: 2010-2012 145
- Streamlining Capacitor Operations In Japan: 145
- TDK Passive Component Revenues: 146
- TDK Revenues by World Region: 146
- TDK Revenues by End-Use Market Segment: 146
- TDK Expansion Strategy Analysis: 146
- TDK Operational Structure For The Capacitor Group (Termination) 147
- New Profit Pillars At TDK (MLCC, Inductor and HDD): 147
- TDK Manufacturing Footprint by Region/Site: 147
- TDK MERGER WITH EPCOS AG TO FORM TDK EP 147
- VISHAY INTERTECHNOLOGY (NYSE:VSH) 151
- 2009 UPDATE 151
- Costs of Goods Sold in 2009: 152
- Vishay Passive Component Revenues: 152
- Vishay Revenues by World Region: 153
- Vishay Revenues by End-Use Market Segment: 153
- Vishay Production of Passive Components By World Region: 153
- WALSIN TECHNOLOGY CORPORATION (2492): 155
- 2009 UPDATE 155
- Benefit of Non-Yen Based Manufacturing: 155
- Passive Components As a Percentage of Overall Sales In 2009: 156
- Walsin Passive Component Revenues: 157
- Walsin Revenues by World Region: 157
- Walsin Revenues by End-Use Market Segment: 157
- Walsin Expansion Strategy Analysis: 158
- Walsin Monthly MLCC and Chip R Output 2008: 158
- Walsin Technology Development 158
- Walsin Capacity Expansion 2008: 158
- YAGEO CORPORATION (TW 2327): 159
- 2009 UPDATE: 159
- Yageo Monthly Sales Data: 2007-2009 (NT$: 100MM) 159
- Yageo Passive Component Revenues: 161
- Yageo Revenues by World Region: 161
- Yageo Revenues by End-Use Market Segment: 161
- Yageo Expansion Strategy Analysis: 161
- PUBLISHED JUNE 2009 NUMBER OF PAGES: 162
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