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Slide 1: Welcome to the 2008 Passive Market Outlook Thank you for joining us! Listen in as Dennis Zogbi and experts from KEMET, Littelfuse, and Vishay provide a detailed market overview of the passive industry. Sit back, relax and learn what to look for in 2008!
Slide 2: CIRCUIT PROTECTION SOLUTIONS David Samyn Vice President and General Manager Electronics Division Confidential and Proprietary to Littelfuse, Inc. ® Littelfuse, Inc. 2008. All rights reserved. Modified_030108
Slide 3: Littelfuse Circuit Protection Overview CIRCUIT PROTECTION SOLUTIONS • Littelfuse overview • Circuit protection growth rates • Key Application segments (Telecom, White Goods, SMPS, TVSS, Medical, Portable Navigation Devices) – – – – – Applications Need drivers Growth rates Littelfuse solutions New products Confidential and Proprietary to Littelfuse, Inc. ® Littelfuse, Inc. 2008. All rights reserved. Modified_030108
Slide 4: Littelfuse protects against common threats to electrical circuits and components CIRCUIT PROTECTION SOLUTIONS Every product that uses electrical energy needs circuit protection to ensure safety, reliability and performance… Confidential and Proprietary to Littelfuse, Inc. ® Littelfuse, Inc. 2008. All rights reserved. Modified_030108
Slide 5: Circuit Protection Growth CIRCUIT PROTECTION SOLUTIONS Unit CAGR 2006 to 2011: Overvoltage 10.1% Circuit protection market growth 90,000 80,000 70,000 Units (millions) 60,000 50,000 40,000 30,000 20,000 10,000 0 1994 1996 1998 2000 2002 2004 2006 2008 2010 2012 Overcurrent 6.5% Circuit protection need drivers: Overvoltage – ta vol ver O ge • Need for ESD protection grows as chipsets become more sensitive • More overvoltage devices per application driven by surge and ESD transients • Need for overvoltage devices driven by performance and reliability concerns Overcurrent – • Need for overcurrent devices driven by safety concerns – regulatory, standards Overcur rent Time Confidential and Proprietary to Littelfuse, Inc. ® Littelfuse, Inc. 2008. All rights reserved. Modified_030108
Slide 6: Telecom Protection $427M Telecom Market Circuit Protection TAM in 2008 Consumer Equipment - VoIP Phones - Cordless Phones - Broadband Modems CIRCUIT PROTECTION SOLUTIONS Enterprise Products - Ethernet Switches - Ethernet Routers - PBX Systems Network Equipment - T1/E1 Carrier Systems - DSLAM’s - More Bandwidth - SLIC Line Cards • Gamers - Splitters Drivers • IPTV & VoIP • Enterprise IT - Higher Data Rates Growth Rates Sub-segment Ethernet Router Ethernet Switch VoIP Phone DSL Modem Unit CAGR 2006-2011 6% 19% 18% 17% Circuit/LF solution Ethernet Ports - SP-03 Power - TVS, Fuse Ethernet Ports - SP-03 Power - TVS, Fuse Ethernet Ports - SP-03 Power - TVS, Fuse DSL Ports - SDP, Enhanced TeleLink Ethernet Ports - SP-03 Power - TVS, Fuse DSL Ports - SDP, Enhanced TeleLink Broadband Drivers - SDP Driver Prot. Power - TVS, Fuse • VDSL2 • FTTH • EFM New Products SDP Broadband Driver Protector SDP VDSL Line Protector Enhanced TeleLink Fuse SP-03 Ethernet Protector DSLAM 13% Confidential and Proprietary to Littelfuse, Inc. ® Littelfuse, Inc. 2008. All rights reserved. Modified_030108
Slide 7: White Goods $176M White Goods Market Circuit Protection TAM in 2008 Refrigeration - Refrigerators - Freezers - Room A/C CIRCUIT PROTECTION SOLUTIONS Cleaning - Clothes Washers - Clothes Dryers - Dishwashers Cooking - Ovens - Ranges / Cookers - Cooktops / Hobs - Microwave Ovens Drivers - Electronic Controls • Triac Replacing Relays • uP ESD Sensitivity • Growing at ~9% CAGR - Inverter Motor Drives • Drives Fused Supplies • TVS Drive Protection • Low Noise/Lower Cost - Energy Efficiency Growth Rates Sub-segment Refrigeration Cleaning Cooking Unit CAGR 2006-2011 4% 4% 5% Circuit/LF solution AC OVP - MOV, TMOV SMPS OCP - TR5, 5x20, Nano Fuse AC Load Switch - Triac Inductive AC Load Switch - Alternistor Gas Ignition - SIDAC, K277 uP ESD Protection - MLV, SP724 • SMPS For Controls New Products 215 Series Fuse 388 METI B Fuse (Japan) 456 Series Fuse (SMPS) K277 Ignition SIDAC L01 Series Triac Confidential and Proprietary to Littelfuse, Inc. ® Littelfuse, Inc. 2008. All rights reserved. Modified_030108
Slide 8: Switch-mode Power Supply (SMPS) Protection $107M SMPS Market Circuit Protection TAM in 2008 AC-DC External - Cell Phone Chargers - Cordless Phones - Modems & Routers - Cordless Tool Chargers - Laptop PC Chargers CIRCUIT PROTECTION SOLUTIONS AC-DC Embedded - HDTV’s - Desktop PC’s - Office Equipment DC-DC Embedded - Server Power - Industrial Systems Drivers - Emerging Markets • Expands Electric Usage - ENERGY STAR • Kills Linear Designs • Promotes Line Fuse Use • New Rules: July 2008 - Outsourced Design • HDTV Custom Specs • SMPS Requires Expert Growth Rates Sub-segment AC-DC External AC-DC Embedded DC-DC Embedded Unit CAGR 2006-2011 9% 8% 8% Circuit/LF solution Line OCP - 874, 875 Fuse Line OVP - MOV, TMOV LineOCP - 5x20, TR5 Fuse Line OVP - MOV, TMOV Input Fuse - 477 HVDC Fuse New Products 874 & 875 3.6x10 Fuse 477 HVDC Fuse TVS Diodes Confidential and Proprietary to Littelfuse, Inc. ® Littelfuse, Inc. 2008. All rights reserved. Modified_030108
Slide 9: TVSS Protection $192M TVSS Market Circuit Protection TAM in 2008 Plug-In TVSS - Line Corded - Power Control Centers - Direct Plug-In CIRCUIT PROTECTION SOLUTIONS Hard-Wired External - Whole House Protection - Individual Equipment - Electrical Distribution Hard-Wired Internal - Whole House Protection - Integrated Breaker Panel - Meter Socket Drivers Valuable Electronics • Worth Protecting • Increasingly Sensitive • Enterprise Reliability - Planned Protection • Smart Buildings • Valued by Tenants • IT Department Demand Growth Rates Sub-segment Plug-In TVSS Hard-Wired External Hard-Wired Internal Unit CAGR 2006-2011 6% 7% 18% Circuit/LF solution AC OVP - MOV, TMOV Telecom / Coax Ports - SIDACtor, GDT AC OVP - MOV, TMOV, GDT MOV Bank - LVSP Fuse AC OVP - MOV, TMOV, GDT MOV Bank - LVSP Fuse New Products 25MM MOV 34MM TMOV Confidential and Proprietary to Littelfuse, Inc. ® Littelfuse, Inc. 2008. All rights reserved. Modified_030108
Slide 10: Medical Market $60M Medical Market Circuit Protection TAM in 2008 Medical Imaging - CT scan - PET scan - MRI - Ultrasound - X-ray - Electrocardiogram Clinical/Diagnostic/Therapeutic - Pacemaker - Defibrillator - Hearing aid - Lab equipment/analyzer - Chemical - Blood/tissue - Sample preparation Home Testing/Monitoring (Portable) - Glucose meter - Oxygen meter - Cholesterol meter - Digital thermometer - Blood pressure CIRCUIT PROTECTION SOLUTIONS Drivers - Remote monitoring • More data • Better diagnoses • Secure data transfer - Upgraded equipment • Higher resolution scan • Compact form factor • Flexible, modular design Sub-segment Portable Unit CAGR 20062011 Circuit/LF solution I/O interface - PGB, SPA, PTC 10% Buttons - SPA, MLV DC input - MLV, chip fuse, PTC AC power - MOV, fuse DC power - TVS diode, fuse 12% I/O interface - PGB, SPA, PTC Sensors - PGB, SPA AC power - MOV, fuse DC power - TVS diode, fuse 11% I/O interface - PGB, SPA, PTC Sensors - PGB, SPA New Products Silicon Protection Array 0805/0603 SMD PTC TVS Diode 20A/30A Nano Fuse Imaging Diagnostic Confidential and Proprietary to Littelfuse, Inc. ® Littelfuse, Inc. 2008. All rights reserved. Modified_030108
Slide 11: Portable Navigation Device Market $10M Portable Navigation Market Circuit Protection TAM in 2008 CIRCUIT PROTECTION SOLUTIONS Drivers - Increased awareness - Decreasing price points - Enhanced features • Hands-free • Cell phone • Digital TV Unit CAGR 20062011 Circuit/LF solution I/O interface - PGB, SPA, PTC Buttons - SPA, MLV Portable 32% Audio - SPA, MLV Navigation Device Car charger - TVS diode, fuse DC input - MLV, chip fuse, PTC Segment New Products Silicon Protection Array 0805/0603 SMD PTC 0402 PGB Confidential and Proprietary to Littelfuse, Inc. ® Littelfuse, Inc. 2008. All rights reserved. Modified_030108
Slide 12: Summary CIRCUIT PROTECTION SOLUTIONS • Circuit protection is a growing need • Key market segments & applications identied with appropriate Littelfuse protection solutions – – – – – – Telecom White Goods Switch Mode Power Supplies TVSS Medical Portable Navigation Devices If you have any questions please contact your local TTI branch Confidential and Proprietary to Littelfuse, Inc. ® Littelfuse, Inc. 2008. All rights reserved. Modified_030108
Slide 13: Thank you! Please visit www.ttiinc.com/marketeye for more information