eestor marketing presentation ppt 10 jul...

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.”

2

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.

[email protected]

2©2015 Paumanok Publications, Inc. All Rights Reserved

3

The EEstor Capacitor AdvantagePoints of Differentiation

©2015 Paumanok Publications, Inc.

4

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

5

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


6

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


7

The EEStor Capacitor Advantage (4) Stability

EEStor Capacitors Have Capacitance Stability With Increasing Temperature

Competing Capacitors Have Capacitance “Roll-Off” With Temperature

EEStor Competition


8

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


9

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


10

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


11

Global Capacitor Markets: FY 2015

TAM= $18.2 Billion USD

12

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


©2015 Paumanok Publications, Inc. All Rights Reserved- Paumanok- “Passive Electronic Components: World Market

Outlook: 2015-2020”

13



Outlook: 2015-2020”

Demand By End-Use Market Segment: FY 2015

4%11%

15%

17%20%

33%CommunicationsComputersConsumer AVAutomotivePower & IndustrialSpecialty

$6.0 Billion


$2.7 Billion


14



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

15

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


Outlook: 2015-2020”

$18.2 Billion Global TAM

16

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%

17

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

18

Market Descriptions

Suggested Point of Market Entry

19

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-

20

Key Target Markets in Specialty Capacitors: FY 2015

Implantable Defibrillator Capacitors: TAM $125 MM


21

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


eestor marketing presentation ppt 10 jul...

Documents