DC Film Capacitors: Shortages Continue To Surprise Industry- October 2010

Lead times for DC film capacitors, which are used primarily in power supplies and lighting ballasts for filtering, interference suppression and snubbing increased by 3.8% on average in September on a month-to-month basis. Shortages of DC film capacitors continued to surprise the industry, with some end-users in the power supply industry reporting that lead-times for certain niche components (mostly high voltage snubbers) at more than 60 weeks. Lead times for axial leaded PET film capacitors and SMD chips (PPS and PEN) increased by 2 weeks on average in September. Primary sources in the industry report that the shortage of DC film capacitors is related to the tightened supply of thin metallized film used as the DC film dielectric; a situation compounded by the exit of Mitsubishi Polyester Materials GmbH from the plastic capacitor film supply chain.

Additional Resources: (1) Paper & Plastic FILM Capacitors: World Markets, Technologies & Opportunities: 2008-2013 ISBN # 0-929717-87-2 (2008).

AVX Reports Net Sales Up 8% Sequentially; 36% Year-On-Year For June 2010 Quarter

AVX Corporation (NYSE: AVX) AVX today reported preliminary unaudited results for the first quarter ended June 30, 2010. Highlights: Revenue for the June 2010 quarter of $396.5 million increased 8% from the previous quarter and increased 36% from the first quarter of last year. AVX manufactures ceramic capacitors, tantalum capacitors, DC and AC film capacitors, connectors, circuit protection components; and also re-sells products manufactured by Kyocera Corporation of Japan.

AVX Sales Trend By Quarter (In Millions of USD) Through June 2010


AVX Corporation manufactures ceramic capacitors, tantalum capacitors, DC film Capacitors; AC Film
Capacitors, Niobium Oxide and Glass Capacitors; the company also produces metal oxide varistors and connectors.

Additional Resources: (1) Tantalum Capacitors: World Markets, Technologies & Opportunities: 2010-2015 ISBN # 1-893211-11-8 (© April 2010) (2) (1) Ceramic Capacitors: World Markets, Technologies & Opportunities: 2009-2014 ISBN # 1-893211-25-8 (December 2009) (3) Competitive Analysis of The World’s Top Passive Component Manufacturers: 2007 ISBN # 0-929717-97-X (2007). (3) Metal Oxide Varistors: World Market Outlook: 2008-2013 ISBN # 1-893211-34-7 (2008)