World Market Outlook

Transcription

1 Tantalum Capacitors in Defense Electronics World Market Outlook

2 Dennis M. Zogbi CEO and Founder Paumanok Publications, Inc. 502 Ballad Creek Court Cary, NC USA (919) (919) Fax Paumanok Publications, Inc., includes the Industrial Market Research Division for Capacitors, Resistors, Inductors and Circuit Protection Devices; The Mergers & Acquisitions Due Diligence Division; The Single Client Consulting Division; The On-Site Presentation/Seminar and Events Division; The Monthly Report (MLCC, Chip Resistor and Tantalum Capacitor Supply Chain Monitoring); The Specialty Markets (Defense, Medical, Mining and Automotive Power); and 75% Ownership of Passive Component Industry Magazine. 80 Pages $2, USD ISBN: (TA2017) 1

3 Table of Contents TANTALUM CAPACITOR MARKETS IN DEFENSE ELECTRONICS: TABLE OF CONTENTS... 2 INTRODUCTION TO PASSIVE COMPONENT MARKETS, TECHNOLOGIES & OPPORTUNITIES... 8 About the Author:... 8 Research Methodology Employed:... 9 The Paumanok Research Methodology:... 9 Government Data Collection and Resources: Secondary Published Sources: Primary Intelligence Gathering: The Passive Component Supply Chain: Mining of Raw Materials: Raw Materials Processing: Component Manufacturing: Component Distribution: End- Market Consumption: Recycling of Critical Materials: Technical Economic Maxims Related To Passive Electronic Components: The Two Technical Economic Maxims Associated with Passive Components: Ubiquitous Nature of Passive Components: Relationship Between Capacitance and Available Surface Area: EXECUTIVE SUMMARY: PASSIVE COMPONENTS IN DEFENSE ELECTRONICS PASSIVE COMPONENTS IN DEFENSE ELECTRONICS: MARKET ANALYSIS BENCHMARKING: PASSIVE COMPONENT REVENUES AT THE THREE TOP PUBLIC COMPANIES SUPPLYING THE DEFENSE AND AEROSPACE SECTOR BY YEAR: 2012 TO PASSIVE COMPONENT CONSUMPTION IN DEFENSE ELECTRONICS: BY TYPE (CAPACITORS, RESISTORS AND INDUCTORS) Passive Component Consumption In Defense Electronics By World Region: Passive Component In Defense Electronics By Component Type: Historical Growth Reasons for Market Changes In Defense Electronics Traditional Platforms In Power Supplies and Defense Communications for Passive Components:

4 Research and Development Spending on Passive Components For New Platforms: Passive Component Consumption By Type and Military Specification In Defense Electronics: Capacitor Markets In Defense Electronics: Summary Capacitor Military Specifications Tantalum Capacitor Military Specifications MIL- PRF Fixed, Electrolytic (Solid Electrolyte), Tantalum, MIL- PRF Fixed, Electrolytic (Wet Electrolyte), Tantalum WETS MIL- PRF D - Capacitor, Fixed, Electrolytic (Tantalum), Chip, General Specification MIL- PRF Capacitors, Fixed, Electrolytic (Solid Electrolyte), Tantalum, Molded, Conformal Coated and metal MIL- PRF Capacitor, Fixed, Electrolytic (Tantalum), Chip Military Specifications for Tantalum Space Level Resistors CAPACITOR MARKETS IN DEFENSE ELECTRONICS: SUMMARY Tantalum Capacitor Vendors for Defense & Aerospace by Type and Specification MANUFACTURERS OF MILITARY SPECIFICATION PASSIVE COMPONENTS: 2017 SALES & MARKET SHARES Vendors of Military Specification Capacitors: 2017 Sales & Market Shares DEFENSE ELECTRONICS CONSUMPTION OF PASSIVE COMPONENTS BY APPLICATION: Defense Power Supplies: Defense Communications: Munitions: Computing: Infrared Optoelectronics/Sensing: PASSIVE COMPONENT CUSTOMERS IN THE DEFENSE ELECTRONICS SEGMENT: FY Global Spending On Defense Electronics: Revenues of The Top Manufacturers of Defense Electronic Sub- Assemblies & Platforms: ; 2017 Forecast by Company Passive Electronic Component Intensive Defense Platforms: Avionics: Autopilot: Computing & Networks: Data Transfer and Storage: Optronics: Precision Optical Assemblies: Simulation and Training Helmet- Mounted Displays: Aircraft Networks: Displays and Controls:

5 Control Display Units (CDU) Head Down Displays (HDD) Heads Up Displays (HUD) F- 35 Gen III Helmet Mounted Display System (HMDS) (Cover Art) Communications & Navigation Airborne High Frequency Communications: Airborne SATCOM: Networked communications airborne radio SATCOM High Gain Antenna: Navigation: Air Data: Ground Communications Products: Micro GPS Receiver Application Module: Airborne VHF/UHF/L- Band: High Speed Transceiver: Perimeter Surveillance Radar Systems: Electronic Warfare and Radar: Munitions Electronics: In the market sub- segment known as munitions electronics, we see the primar6y areas of consumption of electronic components in power supply (Power up) and in pulse discharge detonation circuits Propulsion Systems & Controls Fusing and Sensors Satellites: Communication Satellites Imaging Satellites Summary and Conclusions: TANTALUM CAPACITORS: Changes In The Competitive Landscape: Dramatic Changes In The Market: Tantalum Capacitor Classes & Classifications: Solid Tantalum Capacitor Configurations, Terminations & Electrodes: Tantalum Chips (SMD): Wet- Foil:

6 Wet- Slug: Tantalum Chip Manufacturing Technology (Molded & Coated Designs): Molded & Coated Chip Molded Radial & Axial Radial Dips Metal Case Global Consumption Value By Cathode System (Polymer Vs. Non- Polymer) Wet Slug Tantalum Unique Characteristics of Tantalum Wet Capacitors Tantalum Wet Slug Capacitor Construction: Anode Lead: Lap Weld: Gasketing: Silver Case: Cathode Lead Wire: Tantalum Pellet: Electrolyte: Unique Aspects of Construction Compared To Other Capacitors: WET SLUG TANTALUM CAPACITOR APPLICATIONS IN END- USE MARKETS Defense Applications and Construction Requirements: MIL-C Tantalum Electrolytic, Non-Solid: Wet Slug Tantalum Changes In The Competitive Landscape: Dramatic Changes In The Defense Markets: Value Growth In the Defense Electronics Segment of The Market (MIL- Spec and COTs): Competition in Tantalum Wet Slug and Hermetically Sealed Capacitors: Vishay Intertechnology Greatbatch Inc AVX Corporation: Exxelia Tantalum- Firadec Matsuo Electric Evans Capacitor: KEMET Electronics (Dry Technology To Compete With Wets): Matsuo, Tantalum Wets and The JSA Tantalum Wet Slugs, Volumetric Efficiency and Medical Implants Tantalum Wet Slug Capacitors: Defense Electronics AVX Technology Trends In Tantalum Capacitors: KEMET Technology Trends in Tantalum Capacitors:

7 Maximum Operating Temperature For High Temperature Tantalum Capacitors By Vendor and Component Configuration: FORECASTS FOR ELECTRONIC COMPONENTS IN DEFENSE AND AEROSPACE ELECTRONICS FY DOD Budget Trends and The New Upcycle Revenues of The Top Manufacturers of Defense Electronic Sub- Assemblies & Platforms: ; 2017 Forecast by Company EMERGING PASSIVE COMPONENT MARKETS FOR THE GLOBAL FUTURE COMBAT SYSTEM Outlook by Major Contractor: Boeing Outlook Year Market Opportunity Boeing Confirms Satellite Upgrades: Lockheed Martin Outlook Lockheed Martin on What s Next Autonomy and Robotics Directed Energy Cyber Security Sensor Technology Electronic Warfare EADS AIRBUS OUTLOOK Year Forecast for Commercial Aircraft RAYTHEON OUTLOOK Command, Control & Intelligence Electronic Warfare Missile Defense Precision Weapons Integrated Defense Systems Space & Airborne Systems Raytheon Growth In Space and Missile Systems NORTHROP GRUMMAN-OUTLOOK NG Acquisition of Orbital ATK NG Growth In Mission Systems and Aerospace Business Units NG- Orbital ATK Northrop Grumman/ATK Merger GENERAL DYNAMICS OUTLOOK Strong Gulfstream Brand Gulfstream LEONARDO OUTLOOK Industrial Plan results

8 Industrial Plan medium- term targets: growth and development Revenues Forecasted By Leonardo THALES OUTLOOK Thales half year results Thales on Emerging Markets in Defense and Established Market Growth L-3 TECHNOLOGIES OUTLOOK L-3 On Reasons for Market Growth L-3 on DOD Upcycle L-3 and International Customer Purchase Trend L Growth Areas ROCKWELL COLLINS OUTLOOK What s Growing at Rockwell Collins in Avionics Tells Another Story Growth in Aviation Connectivity PASSIVE COMPONENT CONSUMPTION FORECASTS IN THE DEFENSE AND AEROSPACE INDUSTRY: Passive Component Consumption Forecasts In The Defense and Aerospace Industry by Component Type (Capacitors, Resistors & Inductors): PASSIVE COMPONENT CONSUMPTION FORECASTS IN THE DEFENSE AND AEROSPACE INDUSTRY BY COMPONENT TYPE AND SUB- CATEGORY IN CAPACITORS, RESISTORS AND INDUCTORS TANTALUM CAPACITOR CONSUMPTION FORECASTS IN THE DEFENSE AND AEROSPACE INDUSTRY: (SOLID VERSUS WET)

9 Introduction To Passive Component Markets, Technologies & Opportunities About the Author: Mr. Zogbi is president and CEO of Paumanok Publications, Inc., a market research company located in Cary, North Carolina specializing in market research studies, consulting, mergers and acquisitions, conferences and seminars with emphasis upon passive electronic components. Mr. Zogbi has 300 customers worldwide in the field of market research on capacitors, resistors, inductors, circuit protection and LTCC components and modules. Mr. Zogbi also owns Passive Component Industry Magazine with global circulation of 14,000. Mr. Zogbi engages in single client research related to new product development, due diligence for mergers and acquisitions and for establishing business growth for passive component companies worldwide. Dennis M. Zogbi Paumanok Publications, Inc. 502 Ballad Creek Court Cary, NC USA (919) (919) Fax dennis@paumanokgroup.com 8