MLCC Market Outlook in Defense Electronics: 2017-2022 1
MLCC Market Outlook in Defense Electronics: 2017-2022 2
MLCC Market Outlook in Defense Electronics: 2017-2022 Dennis M. Zogbi CEO and Founder Paumanok Publications, Inc. 502 Ballad Creek Court Cary, NC 27519 USA (919) 468-0384 (919) 468-0386 Fax dennis@paumanokgroup.com www.paumanokgroup.com 1988-2018 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. 103 Pages 28 Tables & Graphs $2750 USD ISBN # 1-893211-90-8 (2017MLCC) 3
Table of Contents: MLCC MARKET OUTLOOK IN DEFENSE ELECTRONICS: 2017-2022... 3 TABLE OF CONTENTS:... 4 INTRODUCTION TO PASSIVE COMPONENT MARKETS, TECHNOLOGIES & OPPORTUNITIES... 9 About the Author:... 9 Research Methodology Employed:... 10 The Paumanok Research Methodology:... 10 GOVERNMENT DATA COLLECTION AND RESOURCES:... 11 SECONDARY PUBLISHED SOURCES:... 11 PRIMARY INTELLIGENCE GATHERING:... 11 The Passive Component Supply Chain:... 12 Technical Economic Maxims Related To Passive Electronic Components:... 15 2.0 EXECUTIVE SUMMARY: PASSIVE COMPONENTS IN DEFENSE ELECTRONICS... 17 PASSIVE COMPONENTS IN DEFENSE ELECTRONICS: 2017-2022 MARKET ANALYSIS... 17 BENCHMARKING: PASSIVE COMPONENT REVENUES AT THE THREE TOP PUBLIC COMPANIES SUPPLYING THE DEFENSE AND AEROSPACE SECTOR BY YEAR: 2012 TO 2017.... 19 PASSIVE COMPONENT CONSUMPTION IN DEFENSE ELECTRONICS: BY TYPE (CAPACITORS, RESISTORS AND INDUCTORS) 2017... 21 Passive Component Consumption In Defense Electronics By World Region: 2017... 23 Passive Component In Defense Electronics By Component Type: Historical Growth... 23 Passive Component Consumption By Type and Military Specification In Defense Electronics: 2017... 24 Capacitor Military Specifications-... 25 Capacitor Markets In Defense Electronics: Summary... 27 Known Vendors of Capacitors By Military Specification: 2017... 31 Vendors of Military Specification Passive Components: 2017 Sales & Market Shares... 32 Vendors of Military Specification Capacitors: 2017 Sales & Market Shares (Breaking it down further)... 34 4
Defense Electronics Consumption Of Passive Components By Application: 2017... 36 PASSIVE COMPONENT CUSTOMERS IN THE DEFENSE ELECTRONICS SEGMENT: FY 2017... 38 Global Spending On Defense Electronics: 2005-2017... 38 Revenues of The Top Manufacturers of Defense Electronic Sub-Assemblies & Platforms: 2005-2016; 2017 Forecast by Company... 40 Passive Component Intensive Defense Platforms By Manufacturer... 41 Avionics... 41 Autopilot... 41 Computing & Networks... 41 Data Transfer and Storage... 42 Mission Computers... 42 Optronics... 42 Precision Optical Assemblies... 42 Simulation and Training Helmet-Mounted Displays (HMD)... 42 Aircraft Networks... 43 Displays and Controls... 43 Control Display Units (CDU)... 43 Head Down Displays (HDD)... 43 Head Up Displays (HUD)... 43 F-35 Gen III Helmet Mounted Display System (HMDS)... 44 NEXTGEN ALERT- Revolutionary situational awareness... 44 INTEGRATED HUD, DISPLAY AND NIGHT VISION... 44 Bi-ocular display system with full day and night vision... 44 Visual targeting... 45 High performance design with optimal center of gravity... 45 Communications... 45 Airborne Communications... 45 Airborne HF Communications... 45 Airborne SATCOM... 46 Newtworked communications airborne radio... 46 Satcom High Gain Antenna... 46 5
Navigation... 46 Air Data... 47 Ground Products... 47 Micro GPS Receiver Application Module... 47 Airborne VHF/UHF/L-Band... 47 High Speed Transceiver... 48 Perimeter surveillance radar system... 48 GPS Receiver... 49 Electronic Warfare... 49 Munitions Products... 49 Fuzing and Sensors... 50 Satellites... 50 High Frequency Ceramic Capacitor Applications > 1 Ghz: Introduction and Scope of Coverage... 66 UHF, SHF and VHF Ceramic Capacitor Markets: FY 2012... 66 End-Products for Ceramic Capacitors In The UHF, SHF and VHF Range: FY 2012... 68 Value of Demand For High Frequency Ceramic Capacitors By Dielectric Type (NPO, X7R, Low Loss Porcelain, Z5U): FY 2017... 69 Value of Consumption for High Frequency Ceramic Capacitors By Configuration (Thick Versus Thin Film): FY 2017... 70 Competitive Analysis: UHF/Microwave Ceramic Capacitors: FY 2017 Update... 71 HIGH TEMPERATURE CERAMIC CAPACITORS:... 73 HIGH TEMPERATURE CERAMIC CAPACITORS >175 DEGREES C: WORLD MARKET OUTLOOK: 2017-2022... 74 Global Market Size and Growth: Year End 2015... 74 High Temperature Ceramic Capacitor Markets By End-Use Market Segment: 2015-2021 Outlook... 74 High Temperature Ceramic Capacitor Configurations: 2017... 76 High Temperature Ceramic Capacitor (MLCC Chip Markets):... 77 High Temperature Ceramic Capacitor Markets (MLC Box Type Radial Markets): 2017... 78 High Temperature Ceramic Capacitor Markets (SMPS Stacked Markets): 2017... 78 Other Configurations for High Temperature Ceramic Capacitors (MLC Axial, Single Layered Disc, Single Layered Chip): 2015... 79 Ceramic Capacitor Profit Centers By Temperature Range: 2017... 79 Competitive Environment in High Temperature Ceramic Capacitors by Component Configuration: 2017... 79 Ceramic Capacitors: Trends in R&D Related to High Temperature Operation:... 81 6
FORECASTS FOR ELECTRONIC COMPONENTS IN DEFENSE AND AEROSPACE ELECTRONICS FY 2017-2022... 84 Revenues of The Top Manufacturers of Defense Electronic Sub-Assemblies & Platforms: 2005-2016; 2017 Forecast by Company... 85 EMERGING PASSIVE COMPONENT MARKETS FOR THE UNITED STATES FUTURE COMBAT SYSTEM... 86 Outlook by Major Contractor... 86 EADS AIRBUS OUTLOOK... 88 RAYTHEON OUTLOOK... 88 NORTHROP GRUMMAN-OUTLOOK... 89 GENERAL DYNAMICS OUTLOOK... 92 LEONARDO OUTLOOK... 92 THALES OUTLOOK... 94 Thales half year results... 94 L-3 TECHNOLOGIES OUTLOOK... 95 ROCKWELL COLLINS OUTLOOK... 96 PASSIVE COMPONENT CONSUMPTION FORECASTS IN THE DEFENSE AND AEROSPACE INDUSTRY: 2017-2022... 98 Passive Component Consumption Forecasts In The Defense and Aerospace Industry by Component Type (Capacitors, Resistors & Inductors): 2017-2022... 99 Passive Component Consumption Forecasts In The Defense and Aerospace Industry by Component Type and Sub-Category in Capacitors, Resistors and Inductors... 100 MLCC CONSUMPTION IN DEFENSE AND AEROSPACE ELECTRONICS: FY 2017-2022 FORECASTS... 101 Forecasted Growth Rates by MLCC Sub-Category in Defense Electronics: FY 2017-2022... 102 List of Figures: Figure 1: Passive Electronic Component Consumption Value in the Defense and Aerospace End-Use Segment: Historical Growth... 17 Figure 2: Benchmarking: Passive Component Revenues At The Top Three Manufacturers of Passive Components Supplying the Defense and Aerospace Sector... 19 Figure 3: Sales Trend of Passive Component Vendors To The Defense and Aerospace Sector: 2012-2017 by Year... 20 Figure 4: Global Market Breakdown For Ceramic Capacitors by Mil-Spec, ESA/CECC and Specialty Defense Capacitors: FY 2017 31 Figure 5:: Top Manufacturers of Passive Electronic Components (C,R,L) for Defense and Aerospace Electronics: FY 2017... 33 Figure 6:: Top Manufacturers of Capacitors for Defense and Aerospace Electronics: FY 2017... 35 7
Figure 7:: Passive Component Consumption by End-Use Market Segment: FY 2017... 37 Figure 8:: Defense Hardware Manufacturer Revenues: 2005-2017... 39 Figure 9:: Defense Hardware Manufacturer Revenues: 2012-2017... 40 Figure 10: Global Market Breakdown For Ceramic Capacitors by Mil-Spec, ESA/CECC and Specialty Defense Capacitors: FY 2015... 52 Figure 11: Global Consumption Value for Military Specification Ceramic Capacitors: FY 2017 Estimates in Millions of US Dollars 54 Figure 12: Global Consumption Value for Military Specification Ceramic Capacitors by Capacitor Configuration: FY 2015 Estimates... 55 Figure 13: Vendors of Ceramic Capacitors To The Defense Industry: FY 2015 Estimated Market Shares... 56 Figure 14: High Frequency Bands and Related Nomenclature... 67 Figure 15: Product Markets For Ceramic Capacitors In The UHF, SHF and EHF Ranges... 68 Figure 16: High Frequency Ceramic Capacitor Consumption By Type: FY 2017... 70 Figure 17: High Frequency Ceramic Capacitor Consumption By Type (Thin Versus Thick Film): FY 2017... 71 Figure 18: Competitive Environment In High Frequency Ceramic Capacitors By Frequency Range: 1 GHz to 100 GHz... 72 Figure 19: High Temperature Ceramic Capacitors: Demand By End-Use Market: 2017... 75 Figure 20: Global Value of Consumption for High Temperature Ceramic Capacitors By Component Configuration: 2017... 77 Figure 21: High Temperature Ceramic Capacitor Vendors By Component Configuration: 2016-2021... 79 Figure 22: Competitive Environment in High Temperature Ceramic Capacitors By Configuration and Temperature: FY 2017... 81 Figure 23: DOD Budget Trends 2010-2017; 2018 Requested... 84 Figure 24:: Defense Hardware Manufacturer Revenues: 2012-2017... 85 Figure 25: Passive Electronic Component Consumnption Value In The Global Defense & Aerospace Segment: 2017-2022... 98 Figure 26: Passive Electronic Component Consumnption Value In The Global Defense & Aerospace Segment: 2017-2022... 99 Figure 27: Passive Electronic Component Consumnption Value In The Global Defense & Aerospace Segment: 2017-2022... 100 Figure 28: MLCC Consumption on Defense and Aerospace Electronics: FY 2017-2022 ( In MM of US Dollars)... 101 8
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 27519 USA (919) 468-0384 (919) 468-0386 Fax dennis@paumanokgroup.com BUY ALL REPORTS AT WWW.PAUMANOKGROUP.COM 9