This presentation was given in Shenzhen China in November 2009 at the International Passive Components Technology and Market Conference sponsored by Elexcon-China, and in New Orleans, LA USA in March 2010 at the Capacitor & Resistor Technology Symposium sponsored by the Electronic Components Association of the United States. This presentation contains the original slides and the speaker’s actual speech, which appears at the end of the slide presentation. There are 46 slides, followed by the Speaker's notes which are correlated with each slide.

TABLE OF CONTENTS  

• Passive Component Industry
• Slide Presentation: List of Slides
• Qualifications & Scope of Expertise
• Paumanok Methodology of Analysis- Box Jenkins Method of Advanced Data Forecasting (22 Years of Data Collection on Passives)
• Company Introduction
• Areas of Research 22 Years of Data: 1988-2010
• Areas of Research End-Markets: 1988-2010
• Raw Material Usage and Supply In The Passive Components Industry: 2010
• The Relationship Between Mining and Electronics Passive Electronic Component Maxims Capacitance, Resistance, Inductance=CRL Mining & Materials: Electronics Begin In The Ground
• Competitive Supply Chains By Capacitor Dielectric: 2010 Potentially Problematic- (Dual Use Chart)
• The Supply Chain: Materials and Component Consumption Regionally
• Global Consumption Volume For Passive Components: 2003-2009; 2010-2014 Forecasts
• Big Volume: Small Pieces (0603, 0402, 0201)
• Recent Revenue Trend By Month in Passives 2002-2010
• Passive Component Production- Trend By Country: 2010 World Map
• Engineered Materials Markets (Raw Materials) For Passive Electronic Components
• Engineered Materials Markets For Passive Components (Global Volume of Consumption): 2010
• Engineered Materials Markets For Passive Components (Consumer Versus Specialty): 2010
• World Trade Organization Complaint and Its Importance To The Passive Component Industry
• The June 2009 WTO Complaint Focuses on Metals Critical For Meeting National Stimulus Goals
• Change in Prices for Key Materials: 2010 Downturn Was a Reprieve Prospecting Versus Mining
• Mining Of Rare Earths and Metals By Key Country: 2010 World Map
• The Most Critical Materials and Why Everything Is Connected
• Global Economic Stimulus Packages Have Power
• Efficiency and Renewable Energy At Their Core
• What Makes A Good Electronic Material Also Makes
• Light-Weight and Strong Metals
• Tying Together The WTO Complaint With Metals and Electronics Industries
• Materials Engineering Platforms and Their Relationship To Passive Components
• Capacitor Markets By Capacitance & Operating Voltage: 2009
• Materials Manipulation In The Capacitor Industry: 2010
• Capacitor Consumption Value by Dielectric & Capacitance Range: 2009
• Opportunities: Dielectrics In Motion
• Engineered Raw Material: Tech Roadmap: 2010
• Advanced Materials Processing By Country: 2010 World Map
• USA Losing Some Key Platforms in 2009/2010
• Tantalum Poses The Greatest Concern About Availability In The Short-Term; Shortfall Expected in 2010
• What Is Ultimately Driving Materials Demand: 2010 Want it, Need it, Got To Have It
• Passive Component Markets By Type (CRL Breakout)
• Volume and Value Breakout For Passive Components By Type: FY 2009
• Massive Economies of Scale: CRL Worldwide Unit Consumption: 2009 FY ending March Segment & Regional Markets: 2009 (bb of Pcs)
• Passive Component Forecast Requirements By Product Markets and End-Segments: 2009-2014
• Passive Component Outlook In Consumer Electronics: 2009-2014 (Big Demand Coming)
• Key Trends Impacting Passive Component Content in Consumer Electronics: 2009-2014
• Emerging Markets For Passive Components In Consumer Electronics: 2010-2014
• Key Points of Discussion