eestor marketing presentation ppt 10 jul...
TRANSCRIPT
EEStorInvestor Presentation
Markets, Technologies & Opportunities: 2015
Prepared byPaumanok Publications, Inc.Industrial Market Research
July 2015
Disclaimer: All forward-looking statements are Paumanok Publications, Inc. management’s present expectations of future events and are subject to a number of factors and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements. Also, technical data provided in this presentation are based upon test results provided by the
independent testing agency “Intertek.”
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Presented byDennis M. Zogbi
CEO and Founder
Paumanok Publications, Inc.
Dennis M. Zogbi is the author of more than 260 market research reports on the worldwide electronic components industry. Specializing in capacitors, resistors, inductors and circuit protection component markets, technologies and opportunities; electronic materials including tantalum, ceramics, aluminum, plastics; palladium, ruthenium, nickel, copper, barium, titanium, activated carbon, and conductive polymers. Mr. Zogbi has produced off-the-shelf market research reports for 26 years through his wholly owned company, Paumanok Publications, Inc., and engages in single client consulting, on-site presentations, due diligence for mergers and acquisitions, and he is the majority owner of Passive Component Industry Magazine LLC and writes a monthly column for TTI (Berkshire Hathaway) Marketeye.
2©2015 Paumanok Publications, Inc. All Rights Reserved
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The EEstor Capacitor AdvantagePoints of Differentiation
©2015 Paumanok Publications, Inc.
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The EEStor Capacitor Advantage (1) They Last Longer
©2015 Paumanok Publications, Inc. All Rights Reserved- Technical Data is Based Upon The Intertek Report
EEStor Capacitors Are Solid Designs With No Liquid Electrolytes and Have Long Term Energy Storage Capabilities
Competing Capacitors Have Toxic Liquid Electrolytes And Shorter Shelf Life
EEStor Capacitors Have Lower Ripple Current Than The Competition
Competing Capacitors Have Excess Ripple Current And Shorter Shelf Life
EEStor Competition
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The EEStor Capacitor Advantage (2) They Charge Up Quickly
EEStor Capacitors Have Rapid Charge and Discharge Capabilities
Competing Capacitors Have Slower Charge and Discharge Times
EEStor Capacitors Have Lower ESR Than The Competition
Competing Capacitors Have Higher ESR
EEStor Competition
©2015 Paumanok Publications, Inc. All Rights Reserved- Technical Data is Based Upon The Intertek Report
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The EEStor Capacitor Advantage (3) Shock Resistance
EEStor Capacitors Have Ultra-High Shock Resistance Capabilities
Competing Capacitors Can be Easily Damaged From Mechanical Shock
EEStor Capacitors Can Operate Effectively In Harsh Environments
Competing Capacitors Have Difficulties in Harsh Environments
EEStor Competition
©2015 Paumanok Publications, Inc. All Rights Reserved- Technical Data is Based Upon The Intertek Report
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The EEStor Capacitor Advantage (4) Stability
EEStor Capacitors Have Capacitance Stability With Increasing Temperature
Competing Capacitors Have Capacitance “Roll-Off” With Temperature
EEStor Competition
©2015 Paumanok Publications, Inc. All Rights Reserved- Technical Data is Based Upon The Intertek Report
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The EEStor Capacitor Advantage (5) Low Cost To Produce
EEStor Capacitors Have Low Costs To Produce Because of Their Ceramic Dielectric
Competing Capacitors Based Upon Voltage and Capacitance Have Higher Costs To Produce
EEStor Competition
©2015 Paumanok Publications, Inc. All Rights Reserved- Technical Data is Based Upon The Intertek Report
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The EEStor Capacitor Advantage (6) High Voltage and High Cap
EEStor Capacitors Have Desirable Combination of High Voltage and High Capacitance in a Solid Capacitor Design
Competing Capacitors That Have High Capacitance and High Voltage are Wet Electrolyte Solutions With Notable Limitations
©2015 Paumanok Publications, Inc. All Rights Reserved- Technical Data is Based Upon The Intertek Report
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Summary of Points of Differentiation in EEStor Caps✤ Solid “Dry” Design; No Toxic Liquid Electrolytes
✤ Rapid Charge/Discharge; Low ESR
✤ Capacitance Stability With Temperature
✤ Low Costs To Produce
✤ High Voltage and High Capacitance in a Solid Design
©2015 Paumanok Publications, Inc. All Rights Reserved- Technical Data is Based Upon The Intertek Report
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Global Capacitor Markets: FY 2015
TAM= $18.2 Billion USD
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Global Capacitor Market: FY 2015
4%10%
10%
22%
54%
CeramicAluminumPlastic TantalumOther
Global TAM: $18.2 Billion USD
$9.9 Billion$3.9 Billion
$1.9 Billion
$1.8 Billion$0.7 Billion
©2015 Paumanok Publications, Inc. All Rights Reserved- Paumanok- “Passive Electronic Components: World Market
Outlook: 2015-2020”
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Global Capacitor Market: FY 2015
©2015 Paumanok Publications, Inc. All Rights Reserved- Paumanok- “Passive Electronic Components: World Market
Outlook: 2015-2020”
Demand By End-Use Market Segment: FY 2015
4%11%
15%
17%20%
33%CommunicationsComputersConsumer AVAutomotivePower & IndustrialSpecialty
$6.0 Billion
$3.6 Billion$3.1 Billion
$2.7 Billion
$2.0 Billion$0.7 Billion
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Global Capacitor Market: FY 2015
©2015 Paumanok Publications, Inc. All Rights Reserved- Paumanok- “Passive Electronic Components: World Market
Outlook: 2015-2020”
Demand By World Region: FY 2015
12%
14%
14%
25%
36%
China SE AsiaJapan EuropeAmericas
$6.5 Billion
$4.5 Billion
$2.5 Billion
$2.5 Billion
$2.2 Billion
Key Country MarketsChina: PRC/Taiwan/HK
SE Asia: Korea, Singapore, Philippines, Malaysia, Thailand, IndiaJapan: Japan
Europe: Germany, UK, France, Italy, HollandAmericas: USA, Mexico, Canada, Brazil
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Capacitors: Global Market Shares
28%
1% 2%
2% 3%
4%5%
5% 5%6%
7%
7%
9%
16%
Murata SamsungTDK Kyocera/AVXTaiyo Yuden Nippon Chemi-ConNichicon KEMETPanasonic RubyconVishay YageoWalsin Other
©2015 Paumanok Publications, Inc. All Rights Reserved- Paumanok- “Passive Electronic Components: World Market
Outlook: 2015-2020”
$18.2 Billion Global TAM
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Capacitors: Global Forecasts to 2020(In Billions of USD)
$12.9 $13.8 $15.6 $16.7$17.5
$18.9
$15.9 $16.1
$19.4$18.6
$16.2$18.3 $18.2
$19.0 $19.5 $19.6$19.9
$20.8
©2015 Paumanok Publications, Inc. All Rights Reserved- Paumanok- “Passive Electronic Components: World Market Outlook: 2015-2020” FY Ending March of each year shown
2003-2015 -12 Year CAGR= 41%2010-2015 - 5 Year CAGR= 13%2015-2020 Forecast CAGR= 14%
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EEStor Market Opportunities
Targeting Subsets of The $18.2 Billion Global Capacitor Market
TAM:All Capacitors$18.2 BB USD
SAM:Power, Industrial and Specialty Capacitors
$2.7 BB USD
Target Market:Power T&DMotor Run
Industrial PFCScrew Terminal
Snap MountDefibrillators$1.9 BB USD
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Market Descriptions
Suggested Point of Market Entry
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Key Target Markets in Industrial Capacitors: FY 2015
Transmission & Distribution Class PFC Capacitor$379 MM USD TAM
Motor Run PFC Capacitors$238 MM USD TAM
Power Film and Renewable Energy Capacitor Markets: $271 MM USD TAM
Industrial Power Factor Correction Capacitor Markets$108 MM USD TAM
Large Can Screw Terminal and Snap Mount Aluminum Capacitors $783 MM USD TAM
©2015 Paumanok Publications, Inc. All Rights Reserved-
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Key Target Markets in Specialty Capacitors: FY 2015
Implantable Defibrillator Capacitors: TAM $125 MM
©2015 Paumanok Publications, Inc. All Rights Reserved-
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EEStor: PresentationSummary
✤ EEStor- Capacitor Differentiation
✤ Long Life
✤ Rapid Charge/Discharge Cycle
✤ Low ESR
✤ Shock Resistant
✤ Stable With Temperature
✤ High Voltage and High Capacitance
✤ Low Costs To Produce
✤ EEStor- Market Opportunity
✤ Capacitor Global TAM= $18.2 BB USD
✤ Target Markets
✤ Industrial Capacitors
✤ Specialty Capacitors
©2015 Paumanok Publications, Inc. All Rights Reserved-