| 07.28.2008 |  | Passive Electronic Components: 2008 Mid-Year Review |
| CY 2008 has proven to be a difficult time for regional economies and specific end-use segments, but the fundamentals remain healthy. In this installment of MarketEye, Dennis Zogbi shows how specific forecasts made by his company, Paumanok Publications, at the beginning of the year are now playing themselves out as anticipated but with a few additional eye-opening surprises. |
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| 06.30.2008 | | Tantalum: A Hard Rock Road Ahead? |
| Passive component analyst, Dennis Zogbi discusses how new developments in the tantalum capacitor supply chain have created concern about potential price increases for the specialty dielectric. Raw materials suppliers to the tantalum capacitor industry have indicated they cannot mine ore profitably at current levels to satisfy demand from the high tech economy. |
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| 06.02.2008 | | Capacitors: Costs to Produce - 2008 |
| In this MarketEye article, passive component analyst Dennis Zogbi attempts to help the reader understand the finer points with respect to the variety of costs associated with production of capacitors by type and dielectric. |
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| 05.05.2008 | | Circuit Protection: An Easy Sell |
| The supply chain for circuit protection devices is ultimately driven by the consumer’s direct experience with lightning and electro-static discharge. In this article, Dennis Zogbi looks at the current state of the global circuit protection components market in 2008. |
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| 04.07.2008 | | Circuit Protection Component Demand by Technology Platform: 2008 |
| In this article from Dennis Zogbi of the Paumanok Group, he looks at circuit component technology and compares the value of component shipments by technology platform and makes some assumptions based upon the available data. |
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| 03.10.2008 | | New Developments in Passive Electronic Component Techonology: 2007-2008 |
| Passives guru, Dennis Zogbi, discusses the 2007 investments that were made by suppliers in ceramic, electrolytic, paper, and plastic capacitor products as well as discrete resistors and inductors. His findings suggest that most developments focused on the extension of voltage handling capabilities and greater product performance. |
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| 02.04.2008 | | Safety Capacitors: Market Overview and Outlook - What are Safety Capacitors |
| Passives guru, Dennis Zogbi provides an extensive overview of the safety capacitor product market in this edition of TTI’s MarketEye. |
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| 01.07.2008 | | The 2008 Market Outlook for Passive Electronic Components |
| Passive component analyst Dennis Zogbi takes a look at the markets, technologies, and opportunities that will shape demand for passive electronic components in the coming year in this edition of TTI’s MarketEye. |
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| 12.03.2007 | | New Methods for Eliminating Counterfeit Passsive Components: 2007 |
| In this edition of MarketEye, Dennis Zogbi discusses the challenges and implications of counterfeit passives in the electronic component industry. He also reviews some suggested ways to help reduce the amount of counterfeit parts in the industry. |
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| 11.05.2007 | | Buy Your Customer and Build a Better Product |
| In this edition of MarketEye, Dennis Zogbi discusses the impact recent acquisitions will have on future product development in the passive component industry. |
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| 10.15.2007 | | Outlook for Plastic Materials in the Capacitor Industry: 2007-2014 |
| In this edition of MarketEye, Dennis Zogbi provides a detailed analysis on plastic materials and what they are primarily used for. He also provides an outlook that predicts how they will affect the capacitor industry over the next seven years. |
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| 09.17.2007 | | Opportunities for Passive Components in Heavy Trucks and Tractors: 2007-2010 |
| In this edition of MarketEye, Dennis Zogbi discusses how innovation and government regulations have rapidly expanded the transportation market. For more information on this market, view TTI’s free webcast at ttiinc.com/marketeye. |
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| 07.24.2007 | | Passive Component Markets in the Americas: Status Report - 2007 |
| In this MarketEye article, Dennis Zogbi provides a detailed overview of passive consumption in the Americas for fiscal year 2007. |
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| 05.07.2007 | | Research & Development Spending in Passive Components: A Competitive Analysis: 2007 |
| Approximately $962 million was spent on research and development in the global passive components industry in fiscal year 2007, or on average, approximately 4.1% of the combined revenues of the global capacitor, resistor and inductor industries. There is a direct correlation between higher operating profits and greater dollar value spending on research and development. Research and development spending is primarily in three areas- high capacitance ceramic capacitors, conductive polymers for cathodes in aluminum and tantalum capacitors, and ultra-small case size component development and integration in all 17 component sub-types in the capacitor, resistor and inductor industries worldwide. |
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| 04.09.2007 | | Passive Component Market Outlook: 2007-2011 |
| This MarketEye installment takes a look at specific dynamics of the economic equation that will determine future growth for passive electronic components for the next five years. The primary concern expressed here is the loss of profitability due to higher raw material costs amidst substantial capacity expansion. |
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| 03.05.2007 | | Will MLCC Prices be Going up in April 2007? |
| On Feb. 15, 2007, JFE Mineral, the largest supplier of nickel electrode powder to the global multilayered ceramic capacitor industry, with an estimated 60% global market share, announced they were planning to raise prices to their multilayered ceramic chip capacitor customers beginning April 1, 2007 (which is the beginning of the fiscal year for capacitor manufacturers in Japan and coincides with when materials contracts are renewed). JFE Mineral supplies the majority of nickel electrode powder materials to Murata Manufacturing, TDK Corporation, Taiyo Yuden and Panasonic Electronic Devices and many other MLCC manufacturers around the world. This has raised the question globally as to whether or not the global MLCC manufacturers will be able to pass this cost onto the consumer or let it impact their operating margins. |
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| 02.05.2007 | | Tantalum Supply Chain Update: 2007 |
| In this edition of MarketEye, passive component guru, Dennis Zogbi provides market information on tantalum and discusses how it will affect the tantalum capacitor industry. |
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| 01.02.2007 | | Ceramic Chip Capacitor Market Update: 2007 |
| The following story was derived from an interview with Hidetoshi Nakagawa and Mark Waugh of Murata Manufacturing Limited, the largest manufacturer of multilayered ceramic chip capacitors in the world. In this interview, Murata explains their current expansion plans, reasons for market expansion and some specifics about which product lines within their MLCC will be focused upon to satisfy customer demand for the coming year. |
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| 12.11.2006 | | Understanding the Complex World of Linear Resistors |
| In this edition of MarketEye, Zogbi explains the diverse nature of linear resistors. |
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| 11.06.2006 | | DLA Tantalum Stockpile to be Exhausted in 2007 |
| The Defense Logistics Agency (DLA), which has stockpiled tantalum ore for decades, will exhaust 100% of its resources in calendar year 2007. This MarketEye article looks at the potential effects on the supply chain for tantalum capacitors. |
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| 10.09.2006 | | Capacity Expansion in 2007 |
| This week’s MarketEye features Dennis Zogbi who provides insight on capacity expansion of passive electronic components in 2007. |
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| 09.05.2006 | | Tantalum And Aluminum Matching Systems: Trends In Electrolytic Technology |
| This week in MarketEye, Zogbi discusses trends in electrolytic passive components. |
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| 07.31.2006 | | The Importance of Understanding Markets as They Present Themselves |
In this edition of MarketEye, Zogbi provides a detailed analysis on the hybrid electric vehicle industry. HEVs require more electrical components than traditional vehicles and greatly impact the electronic component industry.
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| 07.10.2006 | | Forecasting Hybrid Electric Vehicle (HEV) Sales: 2006-2015 |
| In this week’s edition of MarketEye, Dennis Zogbi discusses the impact of the increased production of Hybrid Electric Vehicles (HEV) on the passive component industry. |
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| 05.01.2006 | | Capacitor & Resistor Marketing Seminar: 2006 Notes & Review |
| In this edition of MarketEye, Zogbi provides a detailed overview of the Paumanok presentation discussed at the annual Capacitor & Resistor Marketing (CARM) Seminar. He also provides data on the CARM seminar attendance. |
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| 04.03.2006 | | High Frequency Ceramic Capacitor Markets: > 1Ghz |
| In this edition of MarketEye, Zogbi provides analysis on the 2005 ceramic capacitor market that is greater than 1Ghz as well as an outlook for future market behavior in this sector. |
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| 03.20.2006 | | The Potential Impact of the European Union’s New Policy on Chemicals (REACH) on the Passive Electronic Component Industry: |
| In this edition of MarketEye, Zogbi provides information on the Registration, Evaluation and Authorization of Chemicals (REACH) Directive developed by the European Union. He also discusses the impact this new directive will have on the electronic component industry. |
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| 02.06.2006 | | Implantable Defibrillator Markets Continue to Rattle the Passive Component Supply Chain |
| Zogbi takes a detailed look at the medical industry, specifically focusing on devices that reduce the risk of cardiac arrest. |
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| 01.09.2006 | | Conductive Polymer Usage in Capacitors |
| Zogbi discusses conductive polymer usage in capacitors and how it affects the ESR values for capacitors produced by various manufacturers. |
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