Supply Chain of Electronic Industry

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7th Annual SEMATECH Symposium Japan
Supply Chain Management in Electronics Industry

IHS iSuppli Japan

Akira Minamikawa
aminamikawa@isuppli.co.jp

Agenda


Impact of earthquake



What changed in the past 10 years?



What changes in the next 10 years?

iSuppli Corporation – 2

Copyright  2000-2009 iSuppli Corporation. All Worldwide Rights Reserved. Confidential – Patents Pending

Supply Chain

• Japanese have high market share in material market
Components

Electronics Equipment

• Semiconductors

Materials
• Silicon
• Glass
• Resins
• Chemicals
• Metals
• And more…

Memory, Microcomponents, Logic,
Analog, Discrete, Optical Sensor…

• Flat Panel Displays
LCD, OLED, Plasma, DLP…

• Batteries

• Data Processing
PC, Storage, Printer, Monitor, Projector…

• Wired Communications
Router, Switch, Modem, Metro, LongHaul…

• Wireless Communications

Rechargeable, Disposable, Fuel Cell…

• Electromechanical
PCBs, Connectors, Antennas, Cables…

• Passives
Capacitors, Crystals, Filters, Inductors,
Resistors…

Mobile Phone, Media Tablet, Base
Station, WiFi, Bluetooth…

• Consumer Electronics
TV, Set-Top Box, Camera, Game,
DVD/Blu-ray…

• Automotive Electronics
Infotainment, Power Train, Safety, Body
Electronics, Comfort, Security…

WW share 30-100%

• Industrial Electronics

WW share 20-40%

Medical, Automation, Energy, Mil/Aero,
Control…

WW share 14%
iSuppli Corporation – 3

Copyright  2000-2009 iSuppli Corporation. All Worldwide Rights Reserved. Confidential – Patents Pending

3

Bottle Neck

Tier 1

Automotive

Camera

ECU supplier

System

Semiconductor

Tier 2
Tier 3

iSuppli Corporation – 4

Wafer
Bottle Neck

MCU supplier

Silicon ingot

Copyright  2000-2009 iSuppli Corporation. All Worldwide Rights Reserved. Confidential – Patents Pending

Japanese Market Share

Japanese Market Share

Semiconductor Market Share
2010 Revenue of $304 Billion

Automotive

Korea 13.5%

Display
Passive component
OA

Japan 20.8%
Taiwan 6.7%

電子機器生産金額 日系シェア

Measuring instrument
Printer
PC

Switzerland 3.5%
Germany 3.4%
Netherlands 1.3%
China/HK 1.1%
Other 1.4%

Server and storage
Computer
Wired comm
Mobile phone
Wireless comm
DSC
TV

USA 48.2%

AV
0%

iSuppli Corporation – 5

20%

40%

60%

80%

100%

Copyright  2000-2009 iSuppli Corporation. All Worldwide Rights Reserved. Confidential – Patents Pending

5

Silicon wafer shortage may not happen

Silicon wafer market share

2011 Silion wafer supply & demand
5% gap

Shin-Etsu
36%

Others
4%
Covalent
5%

Supply

Demand

Siltronic
6%
SUMCO
29%

LG Slitron
8%
Excess capacity

MEMC
12%

Inventory
Source – IHS iSuppli

iSuppli Corporation – 6

Copyright  2000-2009 iSuppli Corporation. All Worldwide Rights Reserved. Confidential – Patents Pending

Japan dominate capacitor market

Aluminum Electrolytic 
Capacitor

Others
20%

AV
30%

Auto
10%

Tantalum Electrolytic 
Capacitor

Others
15%

Others
20%

Comm
35%

AV
15%
PC
20%

Comm Consu
mer
アルミ電解コンデンサ
10%
10%
Nippon 
Chemi‐
con
25%

others
27%

Nichicon
18%

Rubycon
15%
Panasonic
15%
iSuppli Corporation – 7

PC
30%

タンタル電解コンデンサ

others
30%

Ceramic Capacitor

AV
20%

Comm
35%

PC
30%

セラミックコンデンサ

Kyocera
20%

others
30%

Murata
30%

KEMET
15%
Sanyo
10%

Vishay NEC/Toki
n
10%
15%

Taiyo‐
yuden
10%

Kyocera
15%

TDK
15%

Copyright  2000-2009 iSuppli Corporation. All Worldwide Rights Reserved. Confidential – Patents Pending

Impact of earthquake and market slowdown

PC

K Units

Cellular

K Units

1,800,000

400,000

10.9%

350,000

‐8.0%
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