THERMAL INTERFACE MATERIALS: TECHNOLOGIES, APPLICATIONS AND GLOBAL MARKETS. SMC071B April Andrew McWilliams Project Analyst ISBN: X

Transcription

1 THERMAL INTERFACE MATERIALS: TECHNOLOGIES, APPLICATIONS AND GLOBAL MARKETS SMC071B April 2013 Andrew McWilliams Project Analyst ISBN: X BCC Research 49 Walnut Park, Building 2 Wellesley, MA , Custom Reports: carol.laverty@bccresearch.com

2 TABLE OF CONTENTS CHAPTER 1 INTRODUCTION 2 STUDY BACKGROUND 2 STUDY GOALS AND OBJECTIVES 2 INTENDED AUDIENCE 2 SCOPE AND FORMAT 3 INFORMATION SOURCES AND METHODOLOGY 3 ANALYST CREDENTIALS 4 RELATED BCC RESEARCH REPORTS 4 BCC ON-LINE SERVICES 5 DISCLAIMER 5 CHAPTER 2 EXECUTIVE SUMMARY 7 SUMMARY TABLE GLOBAL CONSUMPTION OF THERMAL INTERFACE MATERIALS ($ SUMMARY FIGURE GLOBAL THERMAL INTERFACE MATERIAL MARKET BY TYPE, 7 7 CHAPTER 3 OVERVIEW 10 GENERAL DESCRIPTION OF THERMAL INTERFACE MATERIALS 10 DEFINITION 10 PROPERTIES 10 TABLE 1 THERMAL INTERFACE MATERIAL PROPERTIES 10 Thickness 11 Viscosity 11 Dielectric Strength 11 Thermal Conductivity 11 Thermal Contact Resistance 11 Thermal Impedance 12 Modulus 12 Thermal Expansion Coefficient 13 Operating Temperature 13 THERMAL INTERFACE MATERIAL TYPES 13 TABLE 2 THERMAL INTERFACE MATERIAL TYPES 13 THERMAL GREASES 13 THERMAL COMPOUNDS 14 THERMAL PADS 15 THERMAL TAPES 15 EPOXIES 16 PHASE-CHANGE MATERIALS 16 OTHER MATERIALS 16 END USES 17 TABLE 3 GLOBAL THERMAL MANAGEMENT MARKET BY END USE, THROUGH 2017 ($ COMPUTERS 17 FIGURE 1 GLOBAL PERSONAL COMPUTER SHIPMENTS BY TYPE, (UNIT 17 17

3 FIGURE 2 COMPUTER-RELATED MARKET FOR ALL THERMAL MANAGEMENT TECHNOLOGIES, ($ TELECOMMUNICATIONS 20 FIGURE 3 GLOBAL MOBILE PHONE HANDSET SHIPMENTS, (UNIT FIGURE 4 GLOBAL MOBILE TELECOMMUNICATIONS INFRASTRUCTURE MARKET, ($ FIGURE 5 TELECOMMUNICATIONS-RELATED MARKET FOR ALL THERMAL MANAGEMENT TECHNOLOGIES, ($ AUTOMOTIVE 22 FIGURE 6 GLOBAL MOTOR VEHICLE PRODUCTION, (UNIT 22 FIGURE 7 MOTOR VEHICLE-RELATED MARKET FOR ALL THERMAL MANAGEMENT TECHNOLOGIES, ($ CONSUMER PRODUCTS 24 FIGURE 8 GLOBAL CONSUMER ELECTRONICS MARKET, ($ 24 FIGURE 9 CONSUMER PRODUCT-RELATED MARKET FOR ALL THERMAL MANAGEMENT TECHNOLOGIES, ($ MEDICAL AND OFFICE ELECTRONICS 25 FIGURE 10 GLOBAL MEDICAL AND OFFICE ELECTRONICS MARKET BY TYPE, ($ FIGURE 11 MEDICAL AND OFFICE ELECTRONICS-RELATED MARKET FOR ALL THERMAL MANAGEMENT TECHNOLOGIES, ($ INDUSTRIAL AND MILITARY ELECTRONICS 27 FIGURE 12 GLOBAL INDUSTRIAL AND MILITARY ELECTRONICS MARKET BY TYPE, ($ FIGURE 13 OTHER INDUSTRIAL AND MILITARY MARKETS FOR ALL THERMAL MANAGEMENT TECHNOLOGIES, ($ GEOGRAPHIC MARKETS 29 TABLE 4 GLOBAL THERMAL MANAGEMENT MARKET BY REGION, THROUGH 2017 ($ AMERICAS 29 EUROPE 30 JAPAN 30 OTHER ASIA-PACIFIC 30 MARKET SIZE AND SEGMENTATION 31 GROWTH TRENDS 31 FIGURE 14 GLOBAL THERMAL INTERFACE PRODUCT MARKET, ($ MATERIAL TYPE 31 TABLE 5 GLOBAL THERMAL INTERFACE PRODUCT MARKET BY MATERIAL TYPE, THROUGH 2017 ($ FIGURE 15 GLOBAL THERMAL INTERFACE PRODUCT MARKET BY END USE, END USES 33 TABLE 6 GLOBAL THERMAL INTERFACE PRODUCT MARKET BY END USE, THROUGH 2017 ($ FIGURE 16 GLOBAL THERMAL INTERFACE PRODUCT MARKET BY END USE, GEOGRAPHIC MARKETS 34 TABLE 7 MAJOR THERMAL INTERFACE PRODUCT MARKET BY REGION, THROUGH 2017 ($

4 FIGURE 17 GLOBAL THERMAL INTERFACE PRODUCT MARKET BY REGION, 35 CHAPTER 4 IMPORTANCE OF THERMAL MANAGEMENT IMPORTANCE 38 FIGURE 18 CAUSES OF ELECTRONIC FAILURE (% OF OCCURRENCES) 38 ENVIRONMENTAL AND REGULATORY FACTORS IN THERMAL MANAGEMENT 41 GLOBAL AND REGIONAL THERMAL MANAGEMENT MARKET TRENDS 41 TABLE 8 GLOBAL THERMAL MANAGEMENT MARKET, THROUGH 2017 ($ 42 FIGURE 19 GLOBAL THERMAL MANAGEMENT TECHNOLOGY MARKET, ($ TABLE 9 GLOBAL THERMAL MANAGEMENT MARKET BY PRODUCT TYPE, THROUGH 2017 ($ FIGURE 20 GLOBAL THERMAL MANAGEMENT PRODUCT MARKET SHARE TRENDS, CHAPTER 5 THERMAL INTERFACE MATERIALS 46 POLYMER COMPOSITES 46 POLYMERS 46 Silicone 47 Polyurethane 47 Acrylates 47 Epoxy 48 FILLERS 48 TABLE 10 THERMAL INTERFACE FILLER MATERIAL PROPERTIES 48 Ceramics 49 Alumina 49 Aluminum Nitride 49 Beryllium Oxide 50 Other Ceramic Fillers 50 Metals 50 Carbonaceous Materials 50 Carbon Fibers 50 Diamond 51 Graphene 51 Carbon Nanotubes 52 PHASE-CHANGE MATERIALS 53 PHASE-CHANGE MATERIAL TYPES 53 Paraffin 53 Non-Paraffin Organic Phase-Change Materials 54 Salt Hydrates 54 Eutectic Salts 54 Phase-Change Metal Alloys 54 Advantages and Disadvantages of Various Phase-Change Materials in Electronic Applications TABLE 11 SOLID AND LIQUID PHASE-CHANGE MATERIAL PROPERTIES 55 ENCAPSULATION SYSTEMS 55 METALS 56 SOLDER 56 54

5 TABLE 12 THERMAL SOLDERS 57 METAL-MATRIX COMPOSITES 57 OTHER METAL INTERFACE MATERIALS 58 Liquid Metal 58 Soft Metal Alloy 58 CARBON-MATRIX COMPOSITES 58 DISPENSING 59 MANUAL DISPENSING 59 SILK-SCREENABLE INTERFACE MATERIALS 59 AUTOMATED DISPENSING 60 CHAPTER 6 THERMAL GREASES 62 SUMMARY 62 FIGURE 21 GLOBAL THERMAL GREASES MARKET, ($ 62 TECHNOLOGIES 62 GENERAL DESCRIPTION 62 MATERIALS 63 Matrix Materials 63 Filler Materials 64 Ceramics 64 TABLE 13 CERAMIC FILLERS USED IN THERMAL GREASES 64 Metals 64 TABLE 14 METAL FILLERS USED IN THERMAL GREASES 65 Carbon 65 APPLICATIONS AND END USES 65 FIGURE 22 THERMAL GREASE MARKET BY END USE, SUPPLIERS 66 TABLE 15 THERMAL GREASE SUPPLIERS 66 MARKETS 67 TABLE 16 GLOBAL THERMAL GREASE MARKET, THROUGH 2017 ($ 67 PRODUCT SEGMENTS 67 FIGURE 23 THERMAL GREASE MARKET BY FILLER MATERIAL TYPE, TABLE 17 GLOBAL THERMAL GREASE MARKET BY FILLER MATERIAL TYPE, THROUGH 2017 ($ FIGURE 24 THERMAL GREASE PRODUCT MARKET BY TYPE, 69 END-USER SEGMENTS 69 TABLE 18 GLOBAL THERMAL GREASE MARKET BY REGION, THROUGH 2017 ($ FIGURE 25 THERMAL GREASE MARKET BY END USE, 70 GEOGRAPHIC SEGMENTS 70 FIGURE 26 THERMAL GREASE MARKET BY REGION, TABLE 19 GLOBAL THERMAL GREASE MARKET BY REGION, THROUGH 2017 ($ FIGURE 27 GLOBAL THERMAL GREASE MARKET BY REGION, CHAPTER 7 THERMAL COMPOUNDS 75 SUMMARY 75 FIGURE 28 GLOBAL THERMAL COMPOUND MARKET, ($ 75

6 TECHNOLOGIES 76 GENERAL DESCRIPTION 76 THERMAL COMPOUND TYPES 76 APPLICATIONS AND END USES 76 FIGURE 29 THERMAL COMPOUND MARKET BY END USE, SUPPLIERS 77 TABLE 20 THERMAL ELASTOMER SUPPLIERS 77 MARKETS 78 TABLE 21 GLOBAL THERMAL COMPOUND MARKET, THROUGH 2017 ($ 78 END-USER SEGMENTS 78 TABLE 22 GLOBAL THERMAL COMPOUND MARKET BY END USE, THROUGH 2017 ($ FIGURE 30 THERMAL COMPOUND MARKET BY END USE, ($ 79 MAJOR GEOGRAPHIC MARKETS 80 FIGURE 31 THERMAL COMPOUND MARKET BY REGION, TABLE 23 GLOBAL THERMAL COMPOUND MARKET BY REGION, THROUGH 2017 ($ FIGURE 32 THERMAL COMPOUND MARKET BY REGION, CHAPTER 8 THERMAL PADS 84 SUMMARY 84 FIGURE 33 GLOBAL THERMAL PAD MARKET, ($ 84 TECHNOLOGIES 84 GENERAL DESCRIPTION 84 MATERIALS 85 Elastomers 85 Fillers 85 Matrix Materials 85 USING THERMAL PADS 85 APPLICATIONS AND END USERS 86 FIGURE 34 THERMAL PAD MARKET BY END USE, SUPPLIERS 87 TABLE 24 THERMAL PAD SUPPLIERS 87 MARKETS 88 END-USE SEGMENTS 88 TABLE 25 GLOBAL THERMAL PAD MARKET BY END USE, THROUGH 2017 ($ FIGURE 35 THERMAL PAD MARKET BY END USE, 88 MAJOR GEOGRAPHIC MARKETS 89 FIGURE 36 GLOBAL THERMAL PAD MARKET BY REGION, TABLE 26 GLOBAL THERMAL PAD MARKET BY REGION, THROUGH 2017 ($ FIGURE 37 THERMAL PAD MARKET BY REGION, ($ CHAPTER 9 THERMAL ADHESIVE TAPES 94 SUMMARY 94 FIGURE 38 GLOBAL THERMAL ADHESIVE TAPE MARKET, ($ 94 TECHNOLOGIES 94

7 GENERAL DESCRIPTION 94 MATERIALS 95 Carbon Nanotube Tapes 95 THERMAL ADHESIVE TAPE USE 96 APPLICATIONS AND END USES 96 FIGURE 39 THERMAL ADHESIVE FILM AND TAPE MARKET BY END USE, SUPPLIERS 97 TABLE 27 THERMAL ADHESIVE FILM AND TAPE SUPPLIERS 97 MARKETS 97 END-USE SEGMENTS 97 TABLE 28 GLOBAL THERMAL ADHESIVE FILM AND TAPE MARKET BY END USE, ($ FIGURE 40 THERMAL ADHESIVE FILM AND TAPE MARKET BY END USE, MAJOR GEOGRAPHIC MARKETS 99 FIGURE 41 GLOBAL THERMAL ADHESIVE FILM AND TAPE MARKET BY REGION, 2011 TABLE 29 GLOBAL THERMAL ADHESIVE FILM AND TAPE MARKET BY REGION, THROUGH 2017 ($ FIGURE 42 THERMAL ADHESIVE FILM AND TAPE MARKET BY REGION, CHAPTER 10 EPOXY THERMAL INTERFACE MATERIALS 103 SUMMARY 103 FIGURE 43 GLOBAL EPOXY THERMAL INTERFACE MATERIAL MARKET, ($ TECHNOLOGIES 104 GENERAL DESCRIPTION 104 MATERIALS 104 Resins and Hardeners 104 Fillers 105 Other Ingredients 105 THERMAL EPOXY APPLICATION 105 APPLICATIONS 105 FIGURE 44 THERMAL ADHESIVE FILM AND TAPE MARKET BY END USE SEGMENTS 2010 SUPPLIERS 106 TABLE 30 THERMAL EPOXY SUPPLIERS 107 MARKETS 107 END-USE SEGMENTS 107 TABLE 31 GLOBAL THERMAL EPOXY MARKET BY END USE, THROUGH 2017 ($ FIGURE 45 THERMAL EPOXY MARKET BY END USE, 108 MAJOR GEOGRAPHIC MARKETS 109 FIGURE 46 GLOBAL THERMAL EPOXY MARKET BY REGION, TABLE 32 GLOBAL THERMAL EPOXY MARKET BY REGION, THROUGH 2017 ($ FIGURE 47 THERMAL EPOXY MARKET BY REGION,

8 CHAPTER 11 PHASE-CHANGE MATERIALS 113 SUMMARY 113 FIGURE 48 GLOBAL PHASE-CHANGE THERMAL INTERFACE MATERIAL MARKET, ($ TECHNOLOGIES 113 GENERAL DESCRIPTION 113 MATERIALS 114 APPLICATIONS AND END USES 114 FIGURE 49 PHASE-CHANGE THERMAL INTERFACE MATERIAL MARKET BY END USE, 2011 SUPPLIERS 115 TABLE 33 PHASE-CHANGE MATERIAL SUPPLIERS 115 MARKETS 115 END USERS 116 TABLE 34 GLOBAL PHASE-CHANGE THERMAL INTERFACE MATERIAL MARKET BY END USE, THROUGH 2017 ($ FIGURE 50 PHASE-CHANGE THERMAL INTERFACE MATERIAL MARKET BY END USE, MAJOR GEOGRAPHIC MARKETS 117 FIGURE 51 PHASE-CHANGE THERMAL INTERFACE MATERIALS MARKET BY REGION, 2011 TABLE 35 GLOBAL PHASE-CHANGE THERMAL INTERFACE MATERIAL MARKET BY REGION, THROUGH 2017 ($ FIGURE 52 PHASE-CHANGE THERMAL INTERFACE MATERIAL MARKET BY REGION, ($ CHAPTER 12 METALLIC THERMAL INTERFACE MATERIALS 121 SUMMARY 121 FIGURE 53 GLOBAL METAL THERMAL INTERFACE MATERIAL MARKET, ($ TECHNOLOGIES 121 SOLDER 121 Materials 122 Application 122 Reflow Soldering 122 Solder Preforms 122 METAL-MATRIX COMPOSITES 122 Materials 123 Aluminum-Matrix Composites 123 Copper-Matrix Composites 123 OTHER METAL INTERFACE MATERIALS 123 Liquid Metals 124 Soft-Metal Alloys 124 APPLICATIONS AND END USES 124 FIGURE 54 METALLIC THERMAL INTERFACE MATERIAL MARKET BY END USE, 2011 SUPPLIERS 125 TABLE 36 METAL INTERFACE MATERIAL SUPPLIERS 125 MARKET

9 TABLE 37 GLOBAL METAL THERMAL INTERFACE MATERIAL MARKET BY TYPE, THROUGH 2017 ($ FIGURE 55 GLOBAL METAL THERMAL INTERFACE MATERIALS MARKET BY TYPE, END-USE SEGMENTS 127 TABLE 38 GLOBAL METAL THERMAL INTERFACE MATERIAL MARKET BY END USE, THROUGH 2017 ($ FIGURE 56 METAL THERMAL INTERFACE MATERIAL MARKET BY END USE, MAJOR GEOGRAPHIC MARKETS 129 FIGURE 57 METAL THERMAL INTERFACE MATERIALS MARKET BY REGION, TABLE 39 GLOBAL METAL THERMAL INTERFACE MATERIAL MARKET BY REGION, THROUGH 2017 ($ FIGURE 58 METAL THERMAL INTERFACE MATERIALS MARKET BY REGION, ($ CHAPTER 13 INDUSTRY STRUCTURE 133 MARKET SHARES 133 TABLE 40 GLOBAL THERMAL MANAGEMENT INTERFACE MARKET LEADERS, 2011 ($ MILLIONS/%) FIGURE 59 GLOBAL THERMAL MANAGEMENT INTERFACE MARKET, CHAPTER 14 COMPANY PROFILES 136 3M CO. 136 AAVID THERMALLOY LLC 136 AEGIS TECHNOLOGY 136 AI TECHNOLOGY 136 AKASA CORP. 137 AMETEK SPECIALTY METAL PRODUCTS INC. 137 AOS THERMAL COMPOUNDS 137 ARCTIC SILVER INC. 138 BERGQUIST CO. 138 CAST-COAT INC. 138 CHOMERICS 138 COOKSON ELECTRONICS ASSEMBLY MATERIALS 139 COOL POLYMERS INC. 139 COOLABORATORY 139 COOLER MASTER CO. LTD. 139 DOW CORNING 140 ENERDYNE SOLUTIONS 140 EPIC RESINS 140 EPOXIES ETC. 141 HENKEL CORP. 141 HONEYWELL INTERNATIONAL 141 INDIUM CORP. 141 INNOVATION COOLING LLC 142 LAIRD TECHNOLOGIES 142 LORD CORP. 142 MASTER BOND 142

10 MATERION 143 MC-21 INC. 143 METAL MATRIX CAST COMPOSITES 143 MG CHEMICALS 144 MOMENTIVE 144 NUSIL TECHNOLOGY LLC 144 PARKER HANNIFIN 144 POLYCAST INDUSTRIES INC. 145 ROGERS CORP. 145 RUBBERCRAFT 145 SEAL KING INDUSTRIAL CO. LTD. 145 SHELDAHL 146 SHENZHEN WESTERN HEMISPHERE TECHNOLOGY CO. 146 SHIN-ETSU CMEMICAL CO. LTD. 146 STOCKWELL ELASTOMERICS, INC. 146 T-GLOBAL TECHNOLOGY CO. LTD. 147 THERMAL TRANSFER COMPOSITES 147 TIMTRONICS 147 UNIVERSAL SCIENCE 148 VANGUARD PRODUCTS CORP. 148 WAKEFIELD SOLUTIONS INC. 148 ZALMAN TECH CO. 149 CHAPTER 15 PATENT ANALYSIS 151 THERMAL INTERFACE MATERIAL TYPES 151 FIGURE 60 U.S. THERMAL INTERFACE MATERIAL PATENTS BY MATERIAL TYPE, THROUGH FEBRUARY 25, 2013 MATERIAL VERSUS APPLICATION-RELATED PATENTS 152 FIGURE 61 U.S. THERMAL INTERFACE MATERIAL PATENTS BY TECHNOLOGY TYPE, THROUGH FEBRUARY 25, 2013 PATENT TRENDS OVER TIME 153 FIGURE 62 U.S. THERMAL INTERFACE MATERIAL PATENT TRENDS OVER TIME, PATENT HOLDER NATIONALITIES 154 FIGURE 63 U.S. THERMAL INTERFACE MATERIAL PATENTS BY INVENTOR AND ASSIGNEE NATIONALITY, THROUGH FEBRUARY 25,

11 LIST OF TABLES TABLE HEADING SUMMARY TABLE GLOBAL CONSUMPTION OF THERMAL INTERFACE MATERIALS ($ TABLE 1 THERMAL INTERFACE MATERIAL PROPERTIES 10 TABLE 2 THERMAL INTERFACE MATERIAL TYPES 13 TABLE 3 GLOBAL THERMAL MANAGEMENT MARKET BY END USE, THROUGH 2017 ($ TABLE 4 GLOBAL THERMAL MANAGEMENT MARKET BY REGION, THROUGH 2017 ($ TABLE 5 GLOBAL THERMAL INTERFACE PRODUCT MARKET BY MATERIAL TYPE, THROUGH 2017 ($ TABLE 6 GLOBAL THERMAL INTERFACE PRODUCT MARKET BY END USE, THROUGH 2017 ($ TABLE 7 MAJOR THERMAL INTERFACE PRODUCT MARKET BY REGION, THROUGH 2017 ($ TABLE 8 GLOBAL THERMAL MANAGEMENT MARKET, THROUGH 2017 ($ 42 TABLE 9 GLOBAL THERMAL MANAGEMENT MARKET BY PRODUCT TYPE, THROUGH 2017 ($ TABLE 10 THERMAL INTERFACE FILLER MATERIAL PROPERTIES 48 TABLE 11 SOLID AND LIQUID PHASE-CHANGE MATERIAL PROPERTIES 55 TABLE 12 THERMAL SOLDERS 57 TABLE 13 CERAMIC FILLERS USED IN THERMAL GREASES 64 TABLE 14 METAL FILLERS USED IN THERMAL GREASES 65 TABLE 15 THERMAL GREASE SUPPLIERS 66 TABLE 16 GLOBAL THERMAL GREASE MARKET, THROUGH 2017 ($ 67 TABLE 17 GLOBAL THERMAL GREASE MARKET BY FILLER MATERIAL TYPE, THROUGH 2017 ($ TABLE 18 GLOBAL THERMAL GREASE MARKET BY REGION, THROUGH 2017 ($ TABLE 19 GLOBAL THERMAL GREASE MARKET BY REGION, THROUGH 2017 ($ TABLE 20 THERMAL ELASTOMER SUPPLIERS 77 TABLE 21 GLOBAL THERMAL COMPOUND MARKET, THROUGH 2017 ($ 78 TABLE 22 GLOBAL THERMAL COMPOUND MARKET BY END USE, THROUGH 2017 ($ TABLE 23 GLOBAL THERMAL COMPOUND MARKET BY REGION, THROUGH 2017 ($ TABLE 24 THERMAL PAD SUPPLIERS 87 TABLE 25 GLOBAL THERMAL PAD MARKET BY END USE, THROUGH 2017 ($ 88 TABLE 26 GLOBAL THERMAL PAD MARKET BY REGION, THROUGH 2017 ($ 91 TABLE 27 THERMAL ADHESIVE FILM AND TAPE SUPPLIERS 97 TABLE 28 GLOBAL THERMAL ADHESIVE FILM AND TAPE MARKET BY END USE, ($ TABLE 29 GLOBAL THERMAL ADHESIVE FILM AND TAPE MARKET BY REGION, THROUGH 2017 ($ TABLE 30 THERMAL EPOXY SUPPLIERS 107 TABLE 31 GLOBAL THERMAL EPOXY MARKET BY END USE, THROUGH 2017 ($ TABLE 32 GLOBAL THERMAL EPOXY MARKET BY REGION, THROUGH 2017 ($ TABLE 33 PHASE-CHANGE MATERIAL SUPPLIERS

12 TABLE HEADING TABLE 34 GLOBAL PHASE-CHANGE THERMAL INTERFACE MATERIAL MARKET BY END USE, THROUGH 2017 ($ TABLE 35 GLOBAL PHASE-CHANGE THERMAL INTERFACE MATERIAL MARKET BY REGION, THROUGH 2017 ($ TABLE 36 METAL INTERFACE MATERIAL SUPPLIERS 125 TABLE 37 GLOBAL METAL THERMAL INTERFACE MATERIAL MARKET BY TYPE, THROUGH 2017 ($ TABLE 38 GLOBAL METAL THERMAL INTERFACE MATERIAL MARKET BY END USE, THROUGH 2017 ($ TABLE 39 GLOBAL METAL THERMAL INTERFACE MATERIAL MARKET BY REGION, THROUGH 2017 ($ TABLE 40 GLOBAL THERMAL MANAGEMENT INTERFACE MARKET LEADERS, 2011 ($ MILLIONS/%)

13 LIST OF FIGURES FIGURE TITLE SUMMARY FIGURE GLOBAL THERMAL INTERFACE MATERIAL MARKET BY TYPE, FIGURE 1 GLOBAL PERSONAL COMPUTER SHIPMENTS BY TYPE, (UNIT FIGURE 2 COMPUTER-RELATED MARKET FOR ALL THERMAL MANAGEMENT TECHNOLOGIES, ($ FIGURE 3 GLOBAL MOBILE PHONE HANDSET SHIPMENTS, (UNIT 20 FIGURE 4 GLOBAL MOBILE TELECOMMUNICATIONS INFRASTRUCTURE MARKET, ($ FIGURE 5 TELECOMMUNICATIONS-RELATED MARKET FOR ALL THERMAL MANAGEMENT TECHNOLOGIES, ($ FIGURE 6 GLOBAL MOTOR VEHICLE PRODUCTION, (UNIT 22 FIGURE 7 MOTOR VEHICLE-RELATED MARKET FOR ALL THERMAL MANAGEMENT TECHNOLOGIES, ($ FIGURE 8 GLOBAL CONSUMER ELECTRONICS MARKET, ($ 24 FIGURE 9 CONSUMER PRODUCT-RELATED MARKET FOR ALL THERMAL MANAGEMENT TECHNOLOGIES, ($ FIGURE 10 GLOBAL MEDICAL AND OFFICE ELECTRONICS MARKET BY TYPE, ($ FIGURE 11 MEDICAL AND OFFICE ELECTRONICS-RELATED MARKET FOR ALL THERMAL MANAGEMENT TECHNOLOGIES, ($ FIGURE 12 GLOBAL INDUSTRIAL AND MILITARY ELECTRONICS MARKET BY TYPE, ($ FIGURE 13 OTHER INDUSTRIAL AND MILITARY MARKETS FOR ALL THERMAL MANAGEMENT TECHNOLOGIES, ($ FIGURE 14 GLOBAL THERMAL INTERFACE PRODUCT MARKET, ($ FIGURE 15 GLOBAL THERMAL INTERFACE PRODUCT MARKET BY END USE, FIGURE 16 GLOBAL THERMAL INTERFACE PRODUCT MARKET BY END USE, FIGURE 17 GLOBAL THERMAL INTERFACE PRODUCT MARKET BY REGION, FIGURE 18 CAUSES OF ELECTRONIC FAILURE (% OF OCCURRENCES) 38 FIGURE 19 GLOBAL THERMAL MANAGEMENT TECHNOLOGY MARKET, ($ FIGURE 20 GLOBAL THERMAL MANAGEMENT PRODUCT MARKET SHARE TRENDS, FIGURE 21 GLOBAL THERMAL GREASES MARKET, ($ 62 FIGURE 22 THERMAL GREASE MARKET BY END USE, FIGURE 23 THERMAL GREASE MARKET BY FILLER MATERIAL TYPE, FIGURE 24 THERMAL GREASE PRODUCT MARKET BY TYPE, 69 FIGURE 25 THERMAL GREASE MARKET BY END USE, 70 FIGURE 26 THERMAL GREASE MARKET BY REGION, FIGURE 27 GLOBAL THERMAL GREASE MARKET BY REGION, 72 FIGURE 28 GLOBAL THERMAL COMPOUND MARKET, ($ 75 FIGURE 29 THERMAL COMPOUND MARKET BY END USE, FIGURE 30 THERMAL COMPOUND MARKET BY END USE, ($ 79 FIGURE 31 THERMAL COMPOUND MARKET BY REGION, FIGURE 32 THERMAL COMPOUND MARKET BY REGION,

14 FIGURE TITLE FIGURE 33 GLOBAL THERMAL PAD MARKET, ($ 84 FIGURE 34 THERMAL PAD MARKET BY END USE, FIGURE 35 THERMAL PAD MARKET BY END USE, 88 FIGURE 36 GLOBAL THERMAL PAD MARKET BY REGION, FIGURE 37 THERMAL PAD MARKET BY REGION, ($ 91 FIGURE 38 GLOBAL THERMAL ADHESIVE TAPE MARKET, ($ 94 FIGURE 39 THERMAL ADHESIVE FILM AND TAPE MARKET BY END USE, FIGURE 40 THERMAL ADHESIVE FILM AND TAPE MARKET BY END USE, 98 FIGURE 41 GLOBAL THERMAL ADHESIVE FILM AND TAPE MARKET BY REGION, 2011 FIGURE 42 THERMAL ADHESIVE FILM AND TAPE MARKET BY REGION, 100 FIGURE 43 GLOBAL EPOXY THERMAL INTERFACE MATERIAL MARKET, ($ FIGURE 44 THERMAL ADHESIVE FILM AND TAPE MARKET BY END USE SEGMENTS 2010 FIGURE 45 THERMAL EPOXY MARKET BY END USE, 108 FIGURE 46 GLOBAL THERMAL EPOXY MARKET BY REGION, FIGURE 47 THERMAL EPOXY MARKET BY REGION, 110 FIGURE 48 GLOBAL PHASE-CHANGE THERMAL INTERFACE MATERIAL MARKET, ($ FIGURE 49 PHASE-CHANGE THERMAL INTERFACE MATERIAL MARKET BY END USE, 2011 FIGURE 50 PHASE-CHANGE THERMAL INTERFACE MATERIAL MARKET BY END USE, FIGURE 51 PHASE-CHANGE THERMAL INTERFACE MATERIALS MARKET BY REGION, 2011 FIGURE 52 PHASE-CHANGE THERMAL INTERFACE MATERIAL MARKET BY REGION, ($ FIGURE 53 GLOBAL METAL THERMAL INTERFACE MATERIAL MARKET, ($ FIGURE 54 METALLIC THERMAL INTERFACE MATERIAL MARKET BY END USE, 2011 FIGURE 55 GLOBAL METAL THERMAL INTERFACE MATERIALS MARKET BY TYPE, FIGURE 56 METAL THERMAL INTERFACE MATERIAL MARKET BY END USE, FIGURE 57 METAL THERMAL INTERFACE MATERIALS MARKET BY REGION, FIGURE 58 METAL THERMAL INTERFACE MATERIALS MARKET BY REGION, ($ FIGURE 59 GLOBAL THERMAL MANAGEMENT INTERFACE MARKET, FIGURE 60 U.S. THERMAL INTERFACE MATERIAL PATENTS BY MATERIAL TYPE, THROUGH FEBRUARY 25, 2013 FIGURE 61 U.S. THERMAL INTERFACE MATERIAL PATENTS BY TECHNOLOGY TYPE, THROUGH FEBRUARY 25, 2013 FIGURE 62 U.S. THERMAL INTERFACE MATERIAL PATENT TRENDS OVER TIME, FIGURE 63 U.S. THERMAL INTERFACE MATERIAL PATENTS BY INVENTOR AND ASSIGNEE NATIONALITY, THROUGH FEBRUARY 25,