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