CERAMIC DIELECTRIC MATERIALS Paumanok Pubications, Inc. 1

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1 Ceramic Dielectric Materials: World Markets, Technologies & Opportunites: CERAMIC DIELECTRIC MATERIALS World Markets, Technologies & Opportunities: A NEW MARKET RESEARCH REPORT FROM PAUMANOK PUBLICATIONS, INC Paumanok Pubications, Inc. 1

2 Ceramic Dielectric Materials: World Markets, Technologies & Opportunites: Table of Contents CERAMIC DIELECTRIC MATERIALS: WORLD MARKETS, TECHNOLOGIES & OPPORTUNITIES: TABLE OF CONTENTS CERAMIC DIELECTRIC MATERIALS: INTRODUCTION HOW CERAMIC DIELECTRIC MATERIALS ARE USED : TECHNICAL ECONOMICS OF CERAMIC DIELECTRIC MATERIALS :... 9 Scientific Maxim #1: Capacitance & Surface Area: IMPORTANCE OF RAW MATERIALS (BARIUM CARBONATE AND TITANIUM DIOXIDE )... 9 Scientific Maxim #2: The Requirement of Capacitance In Electronic Circuits: INDUSTRY SNAPSHOT: UNDERSTANDING THE SUPPLY CHAIN FOR CERAMIC DIELECTRIC MATERIALS : Supply Chain Map Of The Ceramic Dielectric Materials Industry: THE GLOBAL MARKET FOR CERAMIC DIELECTRIC MATERIALS: DEFINITION OF CERAMIC DIELECTRIC MATERIALS INCLUDED IN THIS REPORT...11 GLOBAL CONSUMPTION VOLUME FOR CERAMIC DIELECTRIC MATERIALS: ; FORECAST Global Market Size and Five Year Forecasts: Historical Growth In Demand: CAPTIVE VERSUS MERCHANT MARKET FOR CERAMIC DIELECTRIC MATERIALS: Captive Market For Ceramic Dielectric Materials: Captive Market: A Description Of Ceramic Dielectric Materials Produced: Why Companies Produce Ceramic Dielectric Materials Captively: Captive Market: Barium Titanate: Captive Market: Formulations: Captive Market: Additives: Captive Market For Ceramic Dielectric Materials: Production Volumes: MERCHANT MARKET FOR CERAMIC DIELECTRIC MATERIALS: Merchant Market: A Description Of Ceramic Dielectric Materials Produced: Merchant Market: Barium Titanate: Merchant Market: Formulations: Merchant Market: Additives: GLOBAL CONSUMPTION VOLUME FOR CERAMIC DIELECTRIC MATERIALS: HISTORICAL (CAPTIVE VERSUS MERCHANT) CERAMIC DIELECTRIC MATERIAL SALES: MARKET FORECASTS: (CAPTIVE VERSUS MERCHANT ): GLOBAL MERCHANT MARKET VALUE FOR CERAMIC DIELECTRIC MATERIALS BY TYPE: Ceramic Dielectric Material Dollar Sales (Merchant Market): F GLOBAL MERCHANT MARKET FOR CERAMIC DIELECTRIC MATERIALS BY TYPE: Changes in The Value of Demand for Barium Titanate, Formulations and Additives: 2008 Compared With 2004 CY BARIUM TITANATE-REASONS FOR MARKET GROWTH: TECHNICAL ADVANCES IN CAPTIVE PRODUCTION OF BARIUM TITANATE : REASONS FOR GROWTH IN THE FORMULATIONS MARKETS : REASONS FOR GROWTH IN THE ADDITIVES MARKETS : CERAMIC DIELECTRIC MATERIAL VENDORS: 2008 SALES & MARKET SHARES...19 Summary Table:...19 Ceramic Dielectric Materials: Market Shares: 2008 versus (In Millions of USD)...19 Source: Paumanok Publications, Inc. Based upon company reports and Paumanok s internal estimates. {In Millions of USD} 19 Source: Paumanok Publications, Inc...19 Ceramic Dielectric Material Vendors: Global Market Shares: PROFITABILITY INDEX BY SEGMENT (BARIUM TITANATE, FORMULATIONS, ADDITIVES): Additives Business Segment: Formulations Business Segment: Barium Titanate Business Segment: FEEDSTOCK MATERIAL MARKETS: Paumanok Pubications, Inc. 2

3 1.19 THE HEALTH OF THE CERAMIC CAPACITOR SUPPLY CHAIN: How Barium Titanate Is Manufactured: Importance of Barium Carbonate and Titanium Dioxide: Price Increases for Barium Carbonate and Titanium Dioxide: Barium, Titanium and Additive Powders Consumed In Barium Titanate By Weight: Titanium Dioxide Consumption In Ceramic Dielectric Materials: Value, Volume: and Pricing Barium Carbonate Consumption In Ceramic Dielectric Materials: Value, Volume: and Pricing Additives Consumption In Ceramic Dielectric Materials: Value, Volume: and Pricing BARIUM CARBONATE MARKET STRUCTURE: Barium Carbonate (Witherite): Resources By World Region: CY Global Exports of Barium Carbonate Worldwide: 2007 CY By Country of Origin (In USD) HEALTH OF BARIUM CARBONATE MINING OPERATIONS: FUTURE POTENTIAL OF CHINA IN THE SUPPLY CHAIN: High Purity Barium Carbonate For Electronics: World Markets: Top Vendors of High Purity Barium Carbonate: 2008 Market Shares VERTICAL INTEGRATION OF MERCHANT VENDORS IN THE BARIUM CARBONATE SUPPLY CHAIN: TITANIUM DIOXIDE MARKET STRUCTURE: Ilmenite, Leucoxene Ores and Rutile Beach Sand Resources Titanium Dioxide Processing: Titanium Oxide Resources Worldwide: Global Exports By Country of Origin: 2007 CY (USD) Titanium Dioxide Consumption By End-Use Market Segment: COMPETITIVE ENVIRONMENT IN TITANIUM DIOXIDE SUPPLY TO THE GLOBAL MARKET: Titanium Dioxide Suppliers To The Global Marketplace: 2007 CY Sales Volume and Market Shares GLOBAL MERCHANT MARKET FOR CERAMIC DIELECTRIC MATERIALS: IMPORTANCE OF STABILITY IN THE BARIUM TITANATE SUPPLY CHAIN: MERCHANT MARKET: CERAMIC DIELECTRIC MATERIALS: OVERVIEW: Volume Of Ceramic Dielectric Material Consumption: ; Forecast Merchant Market Consumption Volume For Ceramic Dielectric Materials By Customer: 2007 (In Tons) Merchant Market Reliance; and Captive Production of Ceramic Dielectric Materials By Ceramic Component Manufacturer: 2007 CY Ceramic Dielectric Material Consumption By Manufacturer: Merchant versus Captive: 2007 Compared With 2003 (In Tons Advoirdupis) GLOBAL CAPACITOR VOLUME SHIPMENTS BY DIELECTRIC: ; F Global Capacitor Unit Shipments By Dielectric: ; F Ceramic Capacitor Production & Corelation With Dielectric Materials Consumed: 2007 CY CAPACITY EXPANSION IN THE GLOBAL CERAMIC CAPACITOR INDUSTRY: CALANDER YEAR JUSTIFICATION FOR CAPACITY EXPANSION: MLCC PRODUCTION FORECASTS BY CASE SIZE: Growth In The Ultra-Small Case Size MLCC; and in Large Chips For High Capacitance Parts: GLOBAL CONSUMPTION VOLUME FOR MLCC BY ELECTRODE SYSTEM: (IN BILLIONS OF PIECES) 37 Growth Rate In Global MLCC Shipments By Electrode System: PGM Versus BME ADDITIONAL MARKETS: CERAMIC PTC THERMISTORS Ceramic PTC Construction (Barium Titanate) CERAMIC PTC AND ENCROACHMENT BY POLYMER PTC DESIGNS...38 Ceramic and Polymer PTC Thermistor & Switch Suppliers: 2008 Sales & Market Shares Barium Titanate Consumption: ; Forecasts Demand For Ceramic Dielectric Materials From The Merchant Market By Type: ; Forecasts Global Barium Titanate Consumption Value By Type: 2008 (Oxalate, Hydrothermal, BCZT, Solid State and Sol-Gel) 40 Merchant Market For Chemical Oxalate Materials: : Merchant Market For Hydrothermal Materials: : Specifications For HTBT Powder: Merchant Market For BCZT Process Materials: : Merchant Market For Solid-State Materials: : Merchant Market For Sol-Gel Derived Materials: : Specifications For Sol-Gel Derived BT (Lab Only): World Market For Barium Titanate By Materials Development Process: ; Forecasts BARIUM TITANATE GROWTH FORECASTS BASED UPON TECHNOLOGY: Paumanok Publications, Inc.! 3

4 Technology Correlation With Thin Ceramic Layers: Dielectric Layer Thicknesses Achieved by Various Process Methods for Barium Titanate Dielectric Layer Thicknesses Achieved by Various Process Methods for Barium Titanate Thin Dielectric Layers Not Only Driven By Increased Capacitance, but Also Volumetric Efficiency of the MLCC 43 Barium Titanate Consumption Forecast In Tons By Fired Dielectric Layer Thickness In MLCC: Pricing For Barium Titanate In The Merchant Market By Type: 2008 (Solid State, Oxalate, BCZT, Hydrothermal and Sol-Gel): Global Average Price Per Pound For Barium Titanate By Type: 2004 Versus (In USD)...44 Long Term Price Erosion For Barium Titanate Materials: Global Merchant Market Shares In Barium Titanate Supply To The Ceramic Capacitor Industry: to 2008 Growth Rates By Barium Titanate Vendor To The Merchant Market GLOBAL MARKET OVERVIEW: FORMULATIONS BUSINESS MODEL...46 Captive Consumption Of BT In Formulations:...46 The NPO Formulations Market: The X7R/X5R Formulations Market: The Y5V Formulations Market: Global Merchant Market For Ceramic Dielectric Formulations: 2008 Forecast Global Merchant Market Suppliers for Ceramic Dielectric Formulations: 2008 Market Share Forecasts THE GLOBAL ADDITIVES MARKET : Global Suppliers of Additives To The Ceramic Capacitor Industry: ROADMAP IN CERAMIC NANO-TECHNOLOGY: MLCC REQUIRING THIN DIELECTRIC LAYERS: Applications For High Capacitance BME MLCC BT Markets For MLCC Applications Less Than 1 Micron: MLCC Vendors Working On 1 Micron Layers Nickel Electrode Powder Development : Requirements For New Capacitor Development: High Purity Precursors: Fired Thickness Capabilities: Powder Shape and Consistency: Dispersion In Slurry: Electrode Matching & Leach Prevention: Tape Yield Ratios: Green Tape Production MLCC Advancement In X7R/X5R Technology: ; Generational Advancement of the X7R/X5R 1206 Case Size MLCC TECHNICAL TRENDS & DIRECTIONS IN DIELECTRIC LAYERS : Trends in!m Thickness of Fired MLCC Dielectric Layers: Trends in The Number of Dielectric Layers In the 1206 EIA MLCC Trends in Capacitance Value For The EIA 1206 MLCC Case Size At TDK RESOURCES: SUPPLIERS OF CERAMIC DIELECTRIC MATERIALS TO THE ELECTRONIC COMPONENTS INDUSTRY ALFA AESAR BRICEM Beijing Research Institute of Chemical Engineering and Metallurgy CERTRONIC INDUSTRIA E COMERCIO LTDA CHONGQING SOUTHERN CHEMICALS CO., LTD CRISTAL/LYONDELL (THE NATIONAL TITANIUM DIOXIDE COMPANY) Kingdom Holding Company DUPONT TITANIUM TECHNOLOGIES Paumanok Publications, Inc.! 4

5 Important Price Increases Effective Titanium Dioxide (TiO2)Prices and Pricing Information FERRO CORPORATION Ferro s Relevance To This Study: Position as a Global Supplier To The Ceramic Capacitor Industry: Ten Year Revenue Analysis: Ferro Electronic Materials Sales: Electronic Materials Group: Product Offerings: Niagara Falls: Update South Plainfield Update: Ferro: Revenues By World Region: 2003 Versus Ferro Corp.: Key Acquisitions in Electronic Materials Group: Ferro Corp. Revenues By Product Line (Electronics Group Only- Ceramics Versus Metals) Ferro: 1Q 2008 Developments: Ferro: 2007 CY Developments: FUJI TITANIUM INDUSTRY CO., LTD. (ISK GROUP SUBSIDIARY) Fuji Titanium: Ten-Year Revenue Analysis: Fuji Titanium Revenues: ( ; 2007 and 2008 Estimated): In Millions of USD Fuji Titanium: Ten Year Revenue Analysis By Product Line (Titanium Dioxide versus Electronic Materials).. 72 Fuji Titanium: Revenues By Product Group (In Millions of USD) Fuji Titanium: Position In The Global Capacitor Materials Industry: Fuji Titanium: Acquisition by ISK: Fuji Titanium: Electronic Materials Product Line: GENNUM CORP Gennum: Barium Strontium Titanate For On-Chip Applications HANWHA CHEMICAL CORPORATION CHANGZHOU JIARUN FINE CHEMICALS CO.,LTD HANHUA SPECIALTY CHEMICALS HUNSTMAN INTERNATIONAL LLC Price Increases for Titanium Dioxide: KCM CORPORATION (KYORITSU CERAMIC MATERIALS CO. LTD.) KCM Changes in Revenues: KRONOS WORLDWIDE, INC Kronos 3025 Titanium Dioxide LORAD CHEMICAL CORPORATION MINSIE CHEMICAL PLANT MRA LABORATORIES, INC NANOMATERIALS COMPANY NIPPON CHEMICAL INDUSTRIAL (JCI) Introduction To NCI: NCI Relevance To This Study: NCI Electronic Materials Product Line: Coated Powders (Bright): JCI Company Revenues: Important Factory- Fukushima Daiichi Factory NCI Revenues By Product Line: NCI: BT Derived From Oxalate: Paumanok Publications, Inc.! 5

6 1.65 NOAH TECHNOLOGIES CORPORATION SAKAI CHEMICAL INDUSTRY COMPANY LIMITED Sakai: Main Product Lines: Sakai: Company Revenues ( ) Sakai: Total Sales To The Ceramic Components Industry: Sakai: HTBT Revenues: SAMSUNG FINE CHEMICAL (SFC) SFC Electronic Materials Group: Samsung BTP Sales and Developments: SOLVAY BARIUM STRONTIUM GMBH Solvay Barium Carbonate Solvay BST Production Facilities: THERMOGRADE PROCESS TECHNOLOGY LIMITED TOHO TITANIUM COMPANY LIMITED TOHO Titanium Revenue Analysis: TOHO Titanium Sales By Product Grouping: TOHO Titanium: Electronic Materials Group Sales: Ceramic Powder Versus Ultra-Fine Nickel Powder Sales At Toho: TPL INDUSTRIES TRONOX INCORPORATED XIN JI NA XIN ELECTRONIC MATERIAL CO. LTD SUMMARY OF COMPETITORS: GLOBAL SUPPLIERS OF BARIUM CARBONATE, TITANIUM DIOXIDE, BARIUM TITANATE, FORMULATIONS AND ADDITIVES BY TYPE: GLOBAL SUPPLIERS OF BARIUM TITANATE BY PROCESS TECHNOLOGY: VENDORS OF FORMULATIONS BY TYPE: Paumanok Publications, Inc.! 6

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