1

Components & Strategic Electronics Industry

2-Nov-12

IC Chips

Nano Electronics Components

IT & CYBER WARFARE

NANO TECHNOLOGY

RFID

ROBOTICS

Power Semiconductors

Magnetrons

Optical Electronics

Sensors & Actuators

Avionics

Navy

Other Defence

Strategic

RADAR TECHNOLOGY

Army

2

Components & Strategic Electronics Industry

2-Nov-12

IC Chips

Nano Electronics Components

IT & CYBER WARFARE

NANO TECHNOLOGY

RFID

ROBOTICSPower

Semiconductors

Magnetrons

Optical Electronics

Sensors & Actuators

Avionics

Navy

Other Defence

Strategic

RADAR TECHNOLOGY

Army

3

Covers -SemiconductorIntegrated Circuit (IC) ChipsMemory Chips – Flash Memory

2-Nov-12

4

Semiconductor

2-Nov-12

5

Global Semiconductor Market Growth Rate Forecast

2006-11 CAGR 2011-16 CAGR

Total Semiconductor 3.9% 8.0%

Integrated Chips 3.3% 7.4%

O-S-D* 6.9% 10.6%

DRAM -2.2% 9.6%

NAND Flash 16.0% 16.6%

MPU 6.2% 7.8%

Analog 3.1% 3.3%

IC ASP -2.9% 1.7%

2-Nov-12

• OSD - Optoelectronics, Sensors & Discretes• DRAM - Dynamic Random Access Memory• MPU – Micro Processing Unit•NAND - Negated AND or NOT AND

Source : IC Insights

6

Contribution of semiconductor product categories in Indian Available Market

Semiconductor Product Market 2009 (US$ million)

2011 (US$ million)

Growth %

Discretes 258 385 50%

Sensors 111 158 42%

Analog-Power 220 325 48%

Analog Mixed Signal 193 522 171%

Microprocessor 270 309 15%

Microcontroller 64 85 33%

Digital Signal Processor 7 150 2,043%

Memory IC 539 829 54%

Logic IC/ FPGA 54 143 165%

ASIC 135 744 451%

ASSP 800 1164 46%

2-Nov-12

Most growing contribution of – Digital signal ProcessorASICAnalog Mixed SignalLogic IC/ FPGA

Source : Frost & Sullivan Report 2009-11http://www.isaonline.org

7

Integrated Circuit (IC) Chip

2-Nov-12

8

Integrated Chip Global Market Growth Scenario

Firm Forecast

Semico Research 6-8% (August 2012)

IDC 4.6% (July 2012)

Gartner 4.0% (March 2012)

Future Horizons 4.0% (July 2012)

IC Insights 3.0% (August 2012)

2-Nov-12

1. Global IC chip market will grow 8% through 2021

2. Average selling prices will increase

3. Stronger growth for next 15 years

4. Industry revenue grew 5.2% annual rate (‘96-2011)

5. Average prices rise by 1 % p.a. through 2021

6. Will offset the slower unit growth rate

Source : SEMI, EE timesIC Insight

9

Memory Chips – Flash Memory

2-Nov-12

10

Global Scenario – Flash Memory

2011 2012 2013 2014 2015 20160

5

10

15

20

25

30

35

Worldwide Flash Memory Revenue Forecast (Billions of US Dollars)

Worldwide Flash Memory Revenue Forecast (Billions of US Dollars)

2-Nov-12 Source : www.isuppli.com

11

Flash Memory - Division of NAND & NOR

86%

14%

2012 Revenue - Type-wise %age out of total US$ 24.3 Billions

NAND NOR

2-Nov-12

Comparison of NOR & NAND Flash

Sources: www.isuppli.com Toshiba America Electronic Components Inc.

12

Components & Strategic Electronics Industry

2-Nov-12

IC Chips

Nano Electronics

Components

IT & CYBER WARFARE

NANO TECHNOLOGY

RFID

ROBOTICSPower

Semiconductors

Magnetrons

Optical Electronics

Sensors & Actuators

Avionics

Navy

Other Defence

Strategic

RADAR TECHNOLOGY

Army

13

Covers -Nano Technology

2-Nov-12

14

Nano Technology Global Market Scenario

Global nanotechnology market

projected CAGR* 19% (2011-2013)

Nanotechnology based manufactured goods

expected worth US$ 1.6 Trillion

representing a CAGR of 50%

2-Nov-12

2009 2015 (E )0

5

10

15

20

25

30

CAGR = 11.1%

Global Sales Revenue (US$ Billion)

* CAGR = Compound Annual Growth Rate

Source : http://www.bccresearch.com

2009-13

152-Nov-12

Nano Technology Global Market Scenario

2009 20150

5

10

15

20

25

CAGR = 14.7%

Market Segment Worth (US$ Bil-lion)

2009 2015012345678

CAGR = 3.3%

Market Segment Worth (US$ Bil-lion)

2009 20150

50

100

150

200

250CAGR = 45.9%

Market Segment Worth (US$ Mil-lion)

Nano Tools - High Sales growth

Nano Devices - Moderate Sales growth

Nano Materials - largest segments (2009)

* CAGR = Compound Annual Growth Rate

Source : http://www.bccresearch.com

16

Components & Strategic Electronics Industry

2-Nov-12

IC Chips

Nano Electronics Components

IT & CYBER WARFARE

NANO TECHNOLOGY

RFID

ROBOTICSPower

Semiconductors

Magnetrons

Optical Electronics

Sensors & Actuators

Avionics

Navy

Other Defence

Strategic

RADAR TECHNOLOGY

Army

17

Covers - Metal Oxide Semiconductor Field Effect Transistor (MOSFET)

2-Nov-12

18

MOSFET Global Market Scenario

• The power semiconductor market grew 43% in 2010

• Super Junction MOSFET* market

• CAGR of 13%, next 5 years

• will Double in 2016

• will reach US$ 890 Million

2-Nov-12

Top 10 Global Suppliers (2010)

Infineon

Mitsubishi

Toshiba

STMicroelectronics

Vishay

International Rectifier

Fairchild

Fuji Electric

Renesas

Semikron

* MOSFET - Metal Oxide Semiconductor Field Effect Transistor

Source : IMS Research

19

Sales exceeded US$ 1 billion for the first time (2011)

Demand exceeding Supply

Global discrete power semiconductor market

predicted to grow by 3.7% (2012)

total market value US$13.4 billion

2-Nov-12

MOSFET Global Market Scenario

Expected faster growth in

discrete insulated gate

bipolar transistors (IGBTs)

Combined MOSFET and rectifier market is

estimated 74% of total discrete power semiconductor market (2012)

predicted to be 72% (2016)

Source : http://imsresearch.com

20

Components & Strategic Electronics Industry

2-Nov-12

IC Chips

Nano Electronics Components

IT & CYBER WARFARE

NANO TECHNOLOGY

RFID

ROBOTICSPower

Semiconductors

Magnetrons

Optical Electronics

Sensors & Actuators

Avionics

Navy

Other Defence

Strategic

RADAR TECHNOLOGY

Army

21

Opto Electronics

2-Nov-12

22

Optoelectronics Global Market Scenario

5th largest semiconductor market by global sales

after Memory, Logic, Analog and Microprocessors

global Projected market - US$ 932 billion (2015)

highest average annual sales growth 14%

contribute 8% of total semiconductor industry

2-Nov-12 Source : http://www.electronics.ca

LED, OLED, HBWLED Market is

largest and fastest growing in optoelectronics market

global sales US$ 8.4 billion (2011)

annual average growth rate is 18%

more than doubling to US$ 23.3 billion by 2016

23

– Displays

– Couplers

– Laser Transmitters

– Infrared

– Medical Photonics

– Fibre optics

– Solar Cells

– LED & Organic LED

– High brightness white LED

– Image Sensors

2-Nov-12

Optoelectronics Usage & Market Leaders

Market Leaders

BetaLED

CREE

Lighting Science Group

Philips

Source : http://www.electronics.ca

24

Opto Electronics

2-Nov-12

Image Sensors CMOS LED

25

Image Sensors

2-Nov-12

26

Image Sensor Market Scenario

2-Nov-12

Includes

Charge Coupled Device (CCD)

Complementary Metal Oxide Semiconductors (CMOS)

n-Channel Metal Oxide Semiconductor (NMOS)

Indium Gallium Arsenide (InGaAs)

X-ray

Source : http://www.transparencymarketresearch.com Global Industry Analysts (GIA)

Applications

Portable Applications

Medical Applications

Telecom Market Applications

Machine Vision Systems

Document Scanning

Automotive Applications

Consumer Market Applications

Industrial Applications

Military & Aerospace

Applications

272-Nov-12

Image Sensor Global Market Scenario

Source : http://www.transparencymarketresearch.com

Key Growth Factors

Increasing use & demand of digital cameras

Rising demand for camera enabled mobile phones

Low cost manufacturing

Low power consumption and compactness

higher battery life

Key Players

Aptina Imaging Corp.

OmniVision Technologies Inc.

Samsung Semiconductor

Sony Semiconductor Corp.

Micron Technologies

Magna Chips

Hamamatsu Avago Technologies

282-Nov-12

Image Sensor Global Market Scenario

Growth of the emerging CMOS* sensor markets

Emerging Markets –

Latin America

India

Russia

China

Japan leads global optoelectronics market

Asia-Pacific - fastest growing global market

Other Leading markets –

US

Asia-Pacific

Europe

* CMOS – Complementary Metal Oxide Semiconductor

Source : http://www.isuppli.com

Area Image Sensor Shipments & Revenue

29

Complementary Metal Oxide Semiconductor (CMOS)

2-Nov-12

30

CMOS Global Market Scenario

Complementary Metal Oxide Semiconductor (CMOS)

2-Nov-12

2008 2009 2010 2011 20120

1

2

3

4

5

6

72008-09: 16% sales fall2009-10: 22% sales rise2010-11: 29% sales rise2011-12: 9% sales rise

Sales Revenue (US$ Billion)

Steady growth since 2009

2011 - Sales revenue US$ 4.2 Billion

2016 - Expected market US$ 10.8 Billion

2011-16 - Expected CAGR of 13%

Source : IC Insight

31

Light Emitting Diode (LED)

2-Nov-12

32

LED Usage in Aerospace, Navy & Defence Sector

2-Nov-12

Aviation Lights

Aircraft Indicators

Aircraft Instrumentation

Printed Circuit Board Mounted Indicators

Civil & Military Aerospace Lights

Bespoke LED Civil Aerospace Lighting

Bespoke LED Military Aerospace Lighting

Tank & Armoured Personnel Carrier Lights

Armoured Personnel Carrier Lights

Tank Lights

Flexible LED Map-light

Tent, Shelter & Container Lights

Slim-line LED Lighting Range

LED Canvass/Tent Lights

LED Shelter Lights

Bespoke LED Military Lighting

General Purpose Marine & Navigation Lights

General Purpose Lighting

Navigation Lights

Automatic Emergency Lights

Source : http://www.mcgeochled.com

33

Components & Strategic Electronics Industry

2-Nov-12

IC Chips

Nano Electronics Components

IT & CYBER WARFARE

NANO TECHNOLOGY

RFID

ROBOTICSPower

Semiconductors

Magnetrons

Optical Electronics

Sensors & Actuators

Avionics

Navy

Other Defence

Strategic

RADAR TECHNOLOGY

Army

34

Micro Electro Mechanical System (MEMS)TransponderTransceiverSoftwarePrinted Circuit Board

2-Nov-12

35

Micro Electro Mechanical System (MEMS)

2-Nov-12

36

Main Usage of MEMS

Displays

2-Nov-12

Sensors (Detector/Converter)

Infrared Sensors (Transceiver)

Actuators

37

Global Top 10 MEMS Manufacturers in 2010 (in US$ Millions)

Rank Company 2009US $ millions

2010US$ millions

Annual Growth

1 Texas Instruments* 635 793 24.9%

2 HP 784 782 -0.3%

3 Bosch 440 643 46.1%

4 Canon 331 355 7.1%

5 STMicroelectronics* 221 354 60.2%

6 Panasonic 235 293 24.5%

7 Epson 277 264 -4.6%

8 Freescale 195 240 23.1%

9 Avago 196 207 5.9%

10 Analog Devices 169 205 21.3%

2-Nov-12

* MEMS foundry revenue not included

Source : IHS isuppli

38

Hardware (Transponder, Transceiver) & Software

2-Nov-12

39

Hardware (Transponder, Transceiver) & Software Market Scenario

2-Nov-12

2009 2010 20150

1000

2000

3000

4000

5000

6000

7000

8000

9000

Global Market for RFID Technologies, 2009-2015 (US$ Mil-lions)

Tags, Readers & Other Hardwares Software & Integration Services

* Market for Hardware is much higher (x3) than Software

Source : http://www.bccresearch.com

40

Printed Circuit Board (PCB)

2-Nov-12

41

Indian PCB Market Scenario - Demand

82%

8%

4% 3%2% 1%

FY' 10 By Volume (17.7 Mn. SQ. MTR.)

Consumer Electronics

Communication & Broadcast Equipments

Industrial Automation

Computers

Automotive Electronics

Strategic Electronics

2-Nov-12

36%

35%

10%

8%8%

3%

FY' 10 By Value (INR 4000 Crores)

Communication & Boradcast Equipment

Consumer Electronics

Computers & Periferals

Strategic Electronics

Industrial Automation

Automotive Electronics

Volume wise – Consumer Electronics Value wise – Comm. & Broadcast Equipments Consumer Electronics

Source : http://www.ipcaindia.orgwww.ibeindia.in

Indian PCB industry caters to small-medium volumes

Mobile phone, PC & Communication sectors imports PCB

422-Nov-12

Domains of Importance

432-Nov-12

NanotechnologyMicro-electro-mechanical systems

LEDOptical FibreImage SensorTransponderTransceiver

ASICCMOS

Analog ChipsMemory ChipsFlash Memory

Digital Signal Processor

MOSFET

Chip Components

Nano Components

Power Semiconductors

Optoelectronics Components

Strategic Electronics Top Global & Domestic Players

5-Nov-12 44

455-Nov-12

IC Chips

Nano Electronics Components

IT & CYBER WARFARE

NANO TECHNOLOGY

RFID

ROBOTICSPower Semiconductors

Magnetrons

Optical Electronics

Sensors & Actuators

Avionics

Navy

Other Defence

Strategic

RADAR TECHNOLOGY

Army

46

Semiconductor Chip Manufacturer(2011)

5-Nov-12

Source : 475-Nov-12

2010 Rank 2011 Rank Company Name

1 1 Intel

2 2 Samsung

4 3 Texas Instruments

3 4 Toshiba Semiconductor

5 5 Renesas Electronics

9 6 QUALCOMM

7 7 STMicroelectronics

6 8 Hynix

8 9 Micron Technology

10 10 Broadcom

48

Power Semiconductor Manufacturers(2011)

5-Nov-12

Source : 49

Infineon

Mitsubishi Electric

Toshiba

ST Microelectronics

International Rectifier

Fuji Electric

Fairchild

Vishay

Renesas

Semikron

5-Nov-12

50

Micro Electro Mechanical Systems Manufacturer(2011)

5-Nov-12

Source : 51

1. Texas Instruments

2. ST Microelectronics

3. Hewlett Packard

4. Robert Bosch

5. Knowles Electronics

6. Panasonic

7. Canon

8. AKM

9. Seiko Epson

10. Analog Devices

5-Nov-12

52

Robotics & Robot Manufacturers(2011)

5-Nov-12

53

ABB Robotics

Adept Technology

AeroVironment

Boeing

CoroWare

DENSO

Epson Robotics

FANUC

Hansen Medical

Honda Robotics

Intuitive Surgical

iRobot Corporation

John Deere

KUKA Robotics

MAKO Surgical

Microsoft Robotics

Panasonic

Quientiq North America

Toyota

Yaskawa America Inc. Motoman Robotics

5-Nov-12 Source : http://www.roboticsbusinessreview.com

54

Radar Equipment Manufacturers(2011)

5-Nov-12

555-Nov-12

Name Location

Geophysical Survey Systems, Inc. (GSSI) USA

3-D Radar Norway

Sub-Surface Imaging Systems USA

Non-Intrusive Inspection Technology, Inc. USA

Sensors & Software, Inc. Canada

Mala Geoscience Sweden

Radarteam Sweden AB Sweden

Geoscanners AB Sweden

Ingegneria Dei Sistemi (IDS) Italy

PipeHawk Plc. U.K.

Utsi Electronics Ltd. U.K.

Toikka Engineering Finland

Koden Electronics Co. Ltd. Japan

Radar Systems Inc. Latvia

Transient Technologies Company Ukraine

K.S Analysis Germany

Accipiter Radar Technologies, Inc Ontario, Canada

Delphi Engineering Group, Inc Costa Mesa, CA

DeTect, Inc Panama City, FL

Source : Geophysics Forumhttp://forum.detectation.com

565-Nov-12

Name Location

DRS Training & Control Systems, Inc

Easat UK

EWR Weather Radar St. Louis, MO

GPR Professional Services, Inc Marblehead MA

ISEE Barcelona, Spain

Linktronic Santiago, Chile

Lockheed Martin

Malibu Research Camarillo, CA

MATLAB Simulations for Radar Systems Design

Micromet Mesick, MI

Penetradar Corp Niagara Falls, NY

Radio-Research Instrument Co., Inc Waterbury CT

Raytheon Canada Ontario, Canada

Reutech Radar Systems South Africa

Saab Microwave Systems Stockholm, Sweden

SELEX - Gematronik Neuss Germany

Sivers IMA AB Kista, Sweden

SKY Computers Inc. Chelmsford, MA

Southern Radar Imaging Athens, AL

Syracuse Research Corporation North Syracuse, NY

Source : http://www.rfcafe.com

57

Defence Radar Equipment Manufacturers(2011)

5-Nov-12

Source : 58

AdTech Ceramics

ASELSAN, Turkey

Astra Microwave Products Limited, India

Greenray

SPINNER Radar & Satellite Systems

5-Nov-12

5-Nov-12 59

Manufacturing

Aircraft Related Power Supplies

Engines Transformers

Moulded Cables Transducers

Antennas Production Cabling

Landing Gear Raw Materials (aluminium and steel)

Composites Resistors

Engines, Other (Non-Aircraft Related) Sheet Metal Parts

Fabrication Splitters (Connections)

Fibre Optic Cabling Test Equipment

Hazmat Materials Tooling

Holding Fixtures Weldments

Investment Castings Wire Cable Harnesses

Machine Parts Power Supplies

Machining/Manufacturing Services Transformers

Antennas: High Gain, Low Gain Transducers

Mechanical Components, Thermal Control Production Cabling

Lockheed Martin – What they buy list

Source : www.lockheedmartin.com

Radio Frequency Identification Equipment Manufacturer

(2011)

5-Nov-12 60

Following the Industry Leader’s Path

5-Nov-12 61

In 2010

Airbus placed a multi-year order

to equip its coming A350 XWB with RFID tags

in up to 3,000 component parts

to support

Aircraft configuration management

Line maintenance

Warehouse logistics

Payload tracking

Life-limited parts monitoring

Source : http://www.tegoinc.com

Future interest for RFID in

Aerospace industry from airlines

Airframe manufacturers

Suppliers &

Maintenance, Repair & Overhaul units in

Asia

India

South America

Source : 62

Global & Indian Players

Alien Technology

Confidex

Impinj Inc.

Intermec Inc.

Invengo

Metalcraft

Motorola

Omni-ID

SMARTRAC

TEGO

WaveTrend

Zebra Technologies Corporation

5-Nov-12

Essen RFID

Gemini Traze

STMicroelectronics

Bartronics

Glo

bal P

laye

rs

Indi

an P

laye

rs

TEGO Partners

5-Nov-12 63

Caen RFID ODIN Technologies

Dectag Tracking Solution Omni – ID

Easies Psion

HID Global RCD Technology

IC Sense RFID Tag source

ID Integration Sirit

iDtronic Solstice Medical

Intermec STid

Iris Software ThingMagic

MAINtag TROI RFID

Maruberi Chemix Corporation Vanguard ID Systems

Motorola William Frick & Company

Maruta Manufacturing Co. Ltd. Xerafy

OAT Systems

Source : http://www.tegoinc.com/

Source : 64

Marubeni Chemix Corporation (Tokyo)

aviation Grade RFID development

Savi Technology, Lockheed Martin Subsidiary

primary provider of active RFID technology

to US defence & allied department

5-Nov-12

Recent Global Business Scenario

IRKUT & AVIAPRIBOR (Russia)

selected Goodrich Corp.

to Design, Develop & Produce Actuators

IRKUT has selected Rockwell Collins

to provide

Communication,

Navigation &

Surveillance Equipment and

Pilot Control

Biometrics Equipment Manufacturer(2011)

5-Nov-12 65

66

Global Players

Company name Primary business area Primary coverage

Antheus Technology Biometrics USA

Applied DNA Sciences Biometrics USA

AssureTec Systems, Inc. Biometrics USA

Ayonix, Inc. Biometrics USA

Bayometric Inc. Biometrics USA

BioGuard (UK) Ltd Biometrics Global

Biolock UK Ltd Biometrics USA

Bioscrypt Inc. Biometrics USA

Black Diamond Advanced Technology Biometrics USA

Ceelox Biometrics USA

5-Nov-12

67

Indian Players

5-Nov-12

Company name Primary business area Primary coverage

WYSE Biometrics Systems Pvt. Ltd. Biometrics India

Mantra Softech (India) Pvt. Ltd. Biometrics India

4G Identity Solutions Pvt. Ltd. Biometrics India

Aditech Infotech Pvt. Ltd. Biometrics India

Aryah Software Solutions Pvt. Ltd. Biometrics India

Kaizen Infocomm Pvt. Ltd Biometrics India

Matrix Cosmec Private Limited Biometrics India

Spectra Technovision (India) Pvt. Ltd. Biometrics India

Timesense Technology Biometrics India

68

Indian Suppliers/ Contract Manufacturers

5-Nov-12

Company Name Office Location

Jaypeetex Engineering Pvt. Ltd. Mumbai

Pragati Electronics Thane

Print Electronics Equipments Pvt. Ltd. Mumbai

Sheilan Systems Pvt. Ltd. Mumbai

Select Softwares (I) Pvt. Ltd. Bengaluru

Integra Micro Systems (P) Ltd. Bengaluru

Danlaw Technologies India Limited Hyderabad

Ingersoll-Rand (India) Ltd. Mumbai

Nesttech India Pvt. Ltd. Mumbai

ATS International Co. Ltd. New Delhi

XPR India Bengaluru

Aeronics Emaroh Private Limited Bengaluru

H P Technologies Mumbai