ELECTRONIC COMPONENTS FOR THE DEFENSE & AEROSPACE SECTOR: WORLD MARKETS, TECHNOLOGIES AND OPPORTUNITIES: ISBN # (2017)

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1 ELECTRONIC COMPONENTS FOR THE DEFENSE & AEROSPACE SECTOR: WORLD MARKETS, TECHNOLOGIES AND OPPORTUNITIES: ISBN # (2017)

2 Passive Electronic Components in Defense & Aerospace Electronics World Markets, Technologies and Opportunities: 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. 165 Pages 42 Tables & Graphs $2750 USD ISBN: (2017) 1

3 Table of Contents: PASSIVE ELECTRONIC COMPONENTS IN DEFENSE & AEROSPACE ELECTRONICS... 1 WORLD MARKETS, TECHNOLOGIES AND OPPORTUNITIES: INTRODUCTION TO PASSIVE COMPONENT MARKETS, TECHNOLOGIES & OPPORTUNITIES About the Author: Research Methodology Employed: The Paumanok Research Methodology: 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 Ceramic Capacitors In Defense & Aerospace Electronics Ceramic Capacitor Military Specifications; MIL- PRF 123 Radial Leaded Capacitors: MIL- PRF Single Layer Ceramic Chip MIL-PRF Ceramic Capacitors: MIL- PRF (DSCC 87106) Ceramic Capacitors: MIL-PRF Ceramic Capacitors: MIL-PRF Ceramic Capacitors: ESA and European CECC Form Factors (Ceramic Capacitors): High Rel LICA Chips For Defense Electronics: High Temperature MLCC 175 Degrees C and Above For Defense & Aerospace Electronics: HV Pulse Detonator Capacitors For Defense Electronics: 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 Plastic Film Capacitor Military Specifications MIL- PRF Capacitors, Fixed, metallized, Paper- Plastic Film, or Plastic Film Dielectric, Direct and Alternating Current, MIL- PRF Filters and Capacitors, Radio Frequency/Electromagnetic Interference Suppression, General Specification MIL- PRF Capacitors, Fixed, Plastic (or metallized Plastic) Dielectric, DC or DC- AC, in Nonmetal Cases, MIL- PRF Capacitors, Fixed, metallized, Plastic Film Dielectric, (DC, AC, or DC and AC) MIL- PRF ; Capacitors, Fixed, Super- metallized Plastic Film Dielectric Aluminum Electrolytic Capacitor Military Specifications MIL- PRF Capacitors, Fixed, Electrolytic (Aluminum Oxide) DSCC # Capacitors, Fixed, Electrolytic Polarized, Aluminum Oxide, Ultra- Low ESR DSCC # Capacitors, Fixed, Electrolytic Polarized, Aluminum Oxide, Snap Mount, Low Profile MIL- C- 62/12E - Capacitors, Fixed, Electrolytic (DC Aluminum Dry Electrolyte Polarized) Glass Capacitor Military Specifications Mica Capacitor Military Specifications

5 MIL- PRF Capacitors, Fixed, Mica Dielectric, Established Reliability and Nonestablished Reliability, General Specification MIL- PRF ; Capacitors, Fixed, Mica Dielectric, High Reliability RESISTOR MILITARY SPECIFICATIONS: General Military Specifications for Resistor (914) Military Specifications for Wirewound Resistors (93, 39007, 39009) Military Specifications for Metal Film Resistors (10509, 55342/7) Military Specifications for Space Level Resistors INDUCTOR MILITARY SPECIFICATIONS: MIL- PRF Coils, Chip, Fixed or Variable, Radio Frequency MIL- PRF Wirewound, Molded, Level M Qualified, MIL- PRF , Established Reliability MIL- PRF Qualified, Type LT, Molded, Shielded, Axial Leaded CAPACITOR MARKETS IN DEFENSE ELECTRONICS: SUMMARY RESISTOR MARKETS IN DEFENSE ELECTRONICS: SUMMARY INDUCTOR MARKETS IN DEFENSE ELECTRONICS: SUMMARY COMPETITIVE ENVIRONMENT: KNOWN VENDORS OF CAPACITORS BY MILITARY SPECIFICATION: Ceramic Capacitor Vendors for Defense & Aerospace by Type and Specification Tantalum Capacitor Vendors for Defense & Aerospace by Type and Specification Aluminum Electrolytic, Mica and Glass Capacitor Vendors To The Defense and Aerospace Sector MANUFACTURERS OF MILITARY SPECIFICATION PASSIVE COMPONENTS: 2017 SALES & MARKET SHARES Vendors of Military Specification Capacitors: 2017 Sales & Market Shares Vendors of Military Specification Resistors: 2017 Sales & Market Shares Vendors of Military Specification Inductors: 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 Component Intensive Defense Platforms: Avionics

6 Autopilot Computing & Networks Data Transfer and Storage Mission Computers Optronics Precision Optical Assemblies Simulation and Training Helmet- Mounted Displays (HMD) Aircraft Networks: Displays and Controls: Control Display Units (CDU) Head Down Displays (HDD) Head Up Displays (HUD) F- 35 Gen III Helmet Mounted Display System (HMDS) (Cover Art) NEXTGEN ALERT- Revolutionary situational awareness Integrated HUD, Display and Night Vision Bi- ocular display system with full day and night vision Visual targeting High performance design with optimal center of gravity Communications Airborne HF Communications Airborne SATCOM Networked communications airborne radio Satcom High Gain Antenna Navigation Air Data Ground Products Micro GPS Receiver Application Module Airborne VHF/UHF/L- Band High Speed Transceiver Perimeter surveillance radar system

7 GPS Receiver Electronic Warfare Munitions Products Propulsion Systems & Controls Tactical Propulsion: Thrust Management Fuzing and Sensors Satellites Communication Satellites Imaging Satellites Iridium NEXT Global Market Value Breakdown For Ceramic Capacitors By Mil- Spec, ESA/CECC and Specialty Defense Capacitors Global Value of Consumption for Ceramic Capacitors by Military Specification: FY MIL- SPEC AND CECC Ceramic Capacitor Consumption By Configuration: FY Vendors of Ceramic Capacitors To The Defense Industry: FY 2017 Estimated Market Shares Global Market Overview of Defense Ceramic Capacitor Market: High Voltage Ceramic Capacitors For Defense: High Frequency Ceramic Capacitors For Defense: High Temperature Ceramic Capacitors For Defense: High Voltage Ceramic Capacitor Markets > 500 VDC: High Voltage Ceramic Capacitor Market By Configuration: Variations on Packaging in High Voltage Ceramic Capacitors: Specialty Power Supplies for VAAS Markets: Supply Chain For High Voltage Ceramic Capacitors To The Defense Industry: Dual Use Nature of High Voltage Ceramic Capacitors (Defense To Commercial Transition) Value of Demand For High Voltage Ceramic Capacitors By Voltage Rating: Competitive Analysis: High Voltage Ceramic Capacitors: High Frequency Ceramic Capacitor Applications > 1 Ghz: Introduction and Scope of Coverage UHF, SHF and VHF Ceramic Capacitor Markets: FY Defense Communications Markets for High Frequency Ceramic Capacitors: FY 2012 and FY 2017 Forecast End- Products for Ceramic Capacitors In The UHF, SHF and VHF Range: FY Value of Demand For High Frequency Ceramic Capacitors By Dielectric Type (NPO, X7R, Low Loss Porcelain, Z5U): FY Value of Consumption for High Frequency Ceramic Capacitors By Configuration (Thick Versus Thin Film): FY Competitive Analysis: UHF/Microwave Ceramic Capacitors: FY 2017 Update

8 HIGH TEMPERATURE CERAMIC CAPACITORS: Dielectric Characteristics and Electrical Performance at High Temperatures Ceramic High Temperature Class I Dielectrics: High Temperature Class II Dielectrics: HIGH TEMPERATURE CERAMIC CAPACITORS >175 DEGREES C: WORLD MARKET OUTLOOK: Global Market Size and Growth: Year End High Temperature Ceramic Capacitor Markets By End- Use Market Segment: High Temperature Ceramic Capacitor Configurations: High Temperature Ceramic Capacitors 175 Degrees C to 350 Degrees C: Market By Component Configuration (MLCC; MLC Radial, SMPS Stacked, MLC Axial, Custom): High Temperature Ceramic Capacitor (MLCC Chip Markets): High Temperature Ceramic Capacitor Markets (MLC Box Type Radial Markets): High Temperature Ceramic Capacitor Markets (SMPS Stacked Markets): Other Configurations for High Temperature Ceramic Capacitors (MLC Axial, Single Layered Disc, Single Layered Chip): Ceramic Capacitor Profit Centers By Temperature Range: Competitive Environment in High Temperature Ceramic Capacitors by Component Configuration: Technology Improvements in High Temperature Ceramic Capacitors and Outlook to Ceramic Capacitors: Trends in R&D Related to High Temperature Operation: The PLZT HT Dielectric System (X9S Ceramics) Development of The 350 Degree C Ceramic Capacitor: Industriall Temperatures at 400 Degrees C: Future Requirements Introduction of BME COG MLCC for 200 C Operation: APPENDIX: 2 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: Wet- Slug: Tantalum Chip Manufacturing Technology (Molded & Coated Designs): Molded & Coated Chip Molded Radial & Axial Radial Dips

9 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: Maximum Operating Temperature For High Temperature Tantalum Capacitors By Vendor and Component Configuration: APPENDIX: 3 PLASTIC FILM CAPACITORS FOR DEFENSE & AEROSPACE ELECTRONICS: DC FILM CAPACITOR TYPES & DEFINITIONS:

10 General Purpose PET Film Capacitors (P5 Inductive) Interference Suppression Capacitors (X/Y) AC & Pulse Film Capacitors SMD Film Chip: PTFE, Polyamide and Competing Exotic Film Dielectrics Polytetrafluoroethylene (PTFE) Capacitors: Polyimide (PI) Capacitors: Polyetheretherketone (PEEK) Capacitors: Fluorene Polyester (FPE) Film Capacitors: P(TFE-co-VDF) copolymer: Polyetherimide (PEI) Capacitors; Notes on PPS and PEN Films: PTFE and PI: Voltage Range at High Temperature: PTFE and PI: Capacitance Value in Microfarads at High Temperature: PTFE AND PI CAPACITORS: END- USE MARKETS: High Temperature Defense & Aerospace Electronics for Plastic Film Capacitors PTFE and PI Capacitor Vendors By Dielectric: PTFE and PI Wound Capacitor Vendor Product Comparison: Research and Development in High Temperature Plastic Film Capacitors: Historical Attempts and High Temperature Plastic Film Development: (PB, PBT and BB Films) FPE Film Development: Plastic Film Capacitors: Trends in R&D Related to High Temperature Operation: APPENDIX 4: SPECIALTY RESISTORS IN DEFENSE AND AEROSPACE ELECTRONICS: Competitive Analysis: Understanding the Key Resistor Segments for Electronics Nichrome Metal Film Resistor Markets: Nichrome Bulk Metal Foil Resistor Markets: Nichrome Wirewound Resistors Markets: Low- Power Wirewound: High Power Wirewound Resistors: Tin- Oxide Resistors: Integration and Modularization Trends:

11 Thin Film Technology (NiCr, TaN) Integrated Passive Devices APPENDIX 5: DISCRETE INDUCTORS Introduction To Discrete Inductors: Detailed Description of Discrete Inductors: Overall Competitive Environment In The Global Discrete Inductor Market (1) : Overall Competitive Environment In The Global Discrete Inductor Market (2): Inductor Performance Capabilities By Type: Inductors For Defense Electronics: APPENDIX 6: 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

12 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 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 Future Roadmap of Electronic Component Requirements for Defense and Aerospace Electronics PULSE DISCHARGE CAPACITORS:

13 THIN FILM RESISTORS: THIN FILM INDUCTORS: MULTILAYERED FERRITE FLUX TECHNOLOGY: INTEGRATED PASSIVE DEVICES INTEGRAL PASSIVE SUBSTRATES: AND LTCC EDLC SUPERCAPACITORS GRAPHENE SUPERCAPACITORS AND OTHER PULSED DATA TECHNOLOGIES Table of Figures: Figure 1: Passive Electronic Component Consumption Value in the Defense and Aerospace End-Use Segment: Historical Growth Figure 2: Benchmarking: Passive Component Revenues At The Top Three Manufacturers of Passive Components Supplying the Defense and Aerospace Sector Figure 3: Sales Trend of Passive Component Vendors To The Defense and Aerospace Sector: by Year Figure 4: Global Market Breakdown For Ceramic Capacitors by Mil-Spec, ESA/CECC and Specialty Defense Capacitors: FY Figure 5:: Tantalum Capacitor Vendors To The Defense Segment Figure 6:: Plastic Film Capacitor Vendors To The Defense Segment Figure 7:: Aluminum, Mica and Glass Capacitor Vendors To The Defense Segment Figure 8:: Top Manufacturers of Passive Electronic Components (C,R,L) for Defense and Aerospace Electronics: FY Figure 9:: Top Manufacturers of Capacitors for Defense and Aerospace Electronics: FY Figure 10:: Top Manufacturers of Resistors for Defense and Aerospace Electronics: FY Figure 11:: Top Manufacturers of Discrete Inductors for Defense and Aerospace Electronics: FY Figure 12:: Passive Component Consumption by End-Use Market Segment: FY Figure 13:: Defense Hardware Manufacturer Revenues: Figure 14:: Defense Hardware Manufacturer Revenues: Figure 15: Global Market Breakdown For Ceramic Capacitors by Mil-Spec, ESA/CECC and Specialty Defense Capacitors: FY Figure 16: Global Consumption Value for Military Specification Ceramic Capacitors: FY 2017 Estimates in Millions of US Dollars 69 12

14 Figure 17: Global Consumption Value for Military Specification Ceramic Capacitors by Capacitor Configuration: FY 2015 Estimates Figure 18: Vendors of Ceramic Capacitors To The Defense Industry: FY 2015 Estimated Market Shares Figure 19Supply Chain: High Voltage Ceramic Capacitor Figure 20: High Voltage Ceramic Capacitor- Dual Use Chart Figure 21: Competitive Environment In High Voltage Ceramic Capacitors: >500 Vdc: Figure 22: High Frequency Bands and Related Nomenclature Figure 23: Product Markets For Ceramic Capacitors In The UHF, SHF and EHF Ranges Figure 24: High Frequency Ceramic Capacitor Consumption By Type: FY Figure 25: High Frequency Ceramic Capacitor Consumption By Type (Thin Versus Thick Film): FY Figure 26: Competitive Environment In High Frequency Ceramic Capacitors By Frequency Range: 1 GHz to 100 GHz Figure 27: High Temperature Ceramic Capacitors: Demand By End-Use Market: Figure 28: Global Value of Consumption for High Temperature Ceramic Capacitors By Component Configuration: Figure 29: High Temperature Ceramic Capacitor Vendors By Component Configuration: Figure 30: Competitive Environment in High Temperature Ceramic Capacitors By Configuration and Temperature: FY Figure 31: Fundamnetal Configurations of Tantalum Capacitor Parts Figure 32: Tantalum Wet Slug Construction Figure 33: Competitive Environment in Tantalum Capacitors By Component Configuration: Figure 34: High Temperature Tantalum Capacitors > 175 Degrees C By Vendor and Component Configuration: Figure 35: Applications For High Temperature Capacitors >175 Degrees C Figure 36: Global Vendors of PTFE and PI Film Capacitors By Dielectric: Figure 37: High Temperature Plastic Film Capacitor Vendors by Series: Figure 38: DOD Budget Trends ; 2018 Requested Figure 39:: Defense Hardware Manufacturer Revenues: Figure 40: Passive Electronic Component Consumption Value In The Global Defense & Aerospace Segment: Figure 41: Passive Electronic Component Consumption Value In The Global Defense & Aerospace Segment: Figure 42: Passive Electronic Component Consumption Value In The Global Defense & Aerospace Segment:

15 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 14