(underline: slides, others: title slides)
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
Asia represents half of World electronic production……Europe and North America still major production areas
World economies: increasing risks & growth
Towards new growth cycles
Different growth profiles for electronic production: the more developed countries
Different growth profiles for electronic production: the developing countries
Migration and specialisation
Specialisation at work in the West ...
... and globalization in the Far-East
The world factory
Europe also has a low cost production area
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: 1.5 billion units in 2011
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 ?
European position and perspectives
European strengh
Toward a greater geographical bipolarisation? A large impact on the supply chain
New opportunities emerging in mature economies
Sub-contracting
EMS industry in better shape after troubles in 2005...
ODMs still on tracks
General facts and trends
Passive vs. active components
Passive components scope
Passives, a small share in value but a dominant one in volume
Global market figures and trends, product segments
Passive component consumption per application and region
Passive component consumption and growth trend
General trends for passive components
Commodities = low cost + high volume
Regional and product mix for commodities
Volume trends for passives
The electronics divide
Component market segmentation
Consumption of specific/custom capacitors
Passives market segmentation
Volume and price trends for passives
Comparative analysis between passives and actives profiles
The integration myth
Price, a complex equation
The 10 commodities’ trend setters
Commodities market
ASP and growth scenario
Price: Commodities
Price: Value Added components
The electronics divide
The electronics divide
Specific & custom markets
The application is specific before the component
Drivers for specific & custom demand
Consumption of specific/custom capacitors
Passives manufacturers and technological trends
Main suppliers
R&D spending
Is integration really a threat for passives ?
IPD market evolution
IPD competitive environment: 1 bn euros in 2006 !
The 2 major applications of IPDs
Sensors are ubiquitous…
…and passive based
Detailed passive consumption
World capacitor consumption
World capacitor consumption per application
World capacitor consumption per type
Euro prices in decline
World Film Capacitor consumption per application
Film Capacitors: general outlook
World Aluminum Capacitor consumption per application
World Tantalum Capacitor consumption per application
Electrolytic Capacitor: general outlook
World Ceramic Capacitor consumption per application
Ceramic Capacitor: general outlook
European Capacitor consumption per application
World resistor consumption
World resistor consumption per application
World resistor consumption per type
Resistors: general outlook
European Resistor consumption per application
World magnetic component consumption
World magnetic component consumption per application
World magnetic component consumption per type
Inductors: Technology trends
European Magnetic component consumption per application
World filters & quartz consumption
World filters & quartz consumption per application
World filters & quartz consumption per type
IQuartz and filters : general outlook
European filters & quartz consumption per application
Conclusion
Evolution of the Supply Chain
As far as Europe is concerned, new applications leads to new « business model » for passives manufacturers
Note to the reader
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