1. © Copyright 2003 Frost & Sullivan. All Rights Reserved. Passive Electronic Component Fact Book New End-user Applications Signify Growth Electronic Components Group “Advances in component technology have made possible the widespread use of devices including cell phones, computing devices, personal digital assistants (PDAs), camcorders, and digital cameras.”

2. © Copyright 2003 Frost & Sullivan. All Rights Reserved. Industry Trends Heavy price erosion stifling revenue growth Advancements in component technology allow manufacturers to meet demanding manufacturing specifications including device complexity and miniaturization as well as advances in materials and process technologies Continuing development of communication, computing, automotive, medical and consumer products Demand for 0402s and 0201s in capacitor and resistor markets Shift in manufacturing to China, Taiwan and Korea Growth in the passive device market is linked to the growth in the semiconductor industry, and overall electronics industry

3. © Copyright 2003 Frost & Sullivan. All Rights Reserved. Key Features Frost & Sullivan Provides: Detailed insights into recent developments and trends Market sizing and revenue forecasts Market forecasts and analysis by technology type Vertical market trends Geographic analysis End-user analysis Packaging trends

4. © Copyright 2003 Frost & Sullivan. All Rights Reserved. What We Offer Global Coverage: Japan, Korea, Taiwan, Pacific Rim, North America, Europe and Rest-of-World Proven methodology encompassing extensive primary and secondary data and research Focused information and strategies that cover business and technology issues Credible data and analysis highlighting industry dynamics

5. © Copyright 2003 Frost & Sullivan. All Rights Reserved. Who Will Benefit? Current Market Participants Determine and exploit new market share opportunities New Entrants Calculate time scales for strategy implementation Position yourself to capitalize on the market’s unmet needs Investment Community Assess attractiveness of investing in the passive device market

6. © Copyright 2003 Frost & Sullivan. All Rights Reserved. Alpha Electronics Corp. of America ATC AVX Corp. Bel Fuse, Inc. Bourns, Inc. California Micro Devices Cooper Electronic Technologies Cornell Dubilier Electronics, Inc. CTS Corp. Delta Power Electronics Laboratory, Inc. Dover Communications EPCOS, Inc. Espey Mfg. & Electronics Key Market Participants Frontier Electronics HALO Electronics, Inc. Hammond Mfg. Co., Inc. Illinois Capacitor, Inc. Inductors, Inc. Intarsia Corp. Johanson Dielectrics, Inc. KAMAYA ELECTRIC CO., Ltd. KEMET Corp. KOA Speer Electronics, Inc. KOME MARUWA CO., Ltd. Matsushita Electric Corp. of USA Mini-Systems, Inc.

7. © Copyright 2003 Frost & Sullivan. All Rights Reserved. Murata Manufacturing Co., Ltd. NEC Tokin America, Inc. NIC Components Corp. NICHICON Corp. NIPPON CHEMICON PAN OVERSEAS ELECTRONIC CO., LTD. Panasonic Electronic Components Panasonic Industrial Pulse Engineering, Inc. ROHM CO., LTD. Samsung Electro-Mechanics Samwha USA Key Market Participants (Cont’d) SEI Electronics, Inc. Sprague-Goodman Electronics, Inc. State of the Art, Inc. SUSUMU CO., LTD. Taiyo Yuden (U.S.A.), Inc. TDK Corporation of America Tecate Industries, Inc. TT Electronics Plc TTI, Inc. Vishay Walsin Technology Yageo Corp.

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