2010年全球及中國微特電機市場分析預測報告

【報告目錄】:

【報告描述】：

              微特電機，是指直徑小于160mm或額定功率小于750W或具有特殊性能、特殊用途的微型特種電機。微特電機常用于控制系統中，實現機電信號或能量的檢測、解算、放大、執行或轉換等功能，或用于傳動機械負載，也可作為設備的交、直流電源。本報告主要研究面向IT、手機、汽車和空調領域的微特電機。

             IT產品的微特電機領域，日本企業占絕對優勢。硬盤主軸電機是技術含量最高的微特電機，要求運轉精度是最高的，全球只有四家企業能夠勝任，分別是NIDEC(日本電產)、JVC、PANASONIC、SAMSUNG，其中日本電產2009年市場占有率超過80%。光盤驅動器主軸電機技術含量其次，但全球同樣只有4家勝任，其中日本電產市場占有率75%。軸流風扇電機也是日本廠家的強項，美蓓亞、電產和山洋電氣合起來的市場占有率超過85%。手機震動電機技術含量并不高，尤其是圓柱空心杯型電機，國內有很多企業都能夠勝任，而扁平型的技術含量比較高，大多是國外企業。

             汽車微特電機領域，同樣是日本企業主導市場。日本電產、阿斯莫、三葉、電裝、萬寶至2009年市場占有率超過50%，歐洲重要廠商有博澤。而汽車大國美國，主要從中國大陸和日本采購微特電機。

              電產進入汽車領域，源自2006年11月對法國汽車零配件大廠法雷奧汽車電機部門的收購。電產是微特電機領域的霸主，幾乎每年都要進行數起并購。2010年8月，電產以650億日元收購了艾默生的EMC業務，也就是中大型電機業務；2010年12月，則收購手機震動電機行業的霸主三洋精密。

            阿斯莫的微特電機業務源自1979年田中計器與電裝的小型電機業務的合并，該公司在汽車用微特電機領域無論是收入還是出貨量都是全球第一。電裝是豐田電器裝備事業處獨立而成的公司，雖然1979年將小型電機事業與田中計器合并，但是電裝在1980年后依然大力發展小型電機事業，主要用在空調和車身領域。

              三葉是本田的忠實合作伙伴，幾乎壟斷了本田的微特電機供應。萬寶至產品范圍廣泛，覆蓋汽車領域、光盤播放器、音響、玩具、家電領域。

              博澤是德國企業，是搖窗機構、門系統和座椅調節系統方面的領先制造商，－年產量多達7千萬套，2003年從博世收購了門鎖業務。2007年12月底，博澤收購了前西門子威迪歐汽車電機部門及大陸集團的發動機冷卻風扇業務。一舉成為歐美最大的汽車電機廠家。

             德昌電機則是香港企業，主要供應歐美市場，其銷售網絡是電機行業中最為齊全的。

             白電方面的微特電機技術含量最低。中國也是白電和廚電產量第一的大國，其市場占有率超過80%，因此國內企業主要從事白電和廚電用微特電機生產，集中在珠三角和浙江。主要廠商有章丘海爾、威靈控股、大洋電機、浙江臥龍、杭州松下、電產芝浦、江蘇富天江，市場集中度比較高。

             威靈是美的關聯企業，也因此成為空調電機行業領域的領軍企業，全球市場占有率第一。江蘇富天江是三江電器和日本富士通的合資企業，松下和電產芝浦都是日本企業。章丘海爾洗衣機電機市場占有率比較高，浙江臥龍依托臥龍集團，大洋電機則是少有的獨立企業，所以在空調電機領域面臨困難，不過該公司力拓汽車電機領域。

Micro motor refers to the motor of special use and performance with the
diameter less than 160mm or the rated power below 750W. Micro motor gets
generally in control system to perform detection, algorithm,
magnification, execution or conversion of electromechanical signals or
energy. Also, micro motor can be used for the loading of transmission
machinery as well as served as AC/DC power. This report highlights micro
motors which are applied in IT, mobile phone, air-conditioner and
automotive sectors.

Concerning micro motors in IT field, Japanese manufacturers enjoy
overwhelming superiority. The HDD spindle motor is the micro motor with
crowning technical content. Only four manufacturers in the world can
produce HDD spindle motors which have strictest requirements on running
accuracy, they are NIDEC、JVC、PANASONIC、SAMSUNG，of which NIDEC boasts a
market share of more than 80% in 2009. Additionally, ODD spindle motor is
next to HDD spindle motor in terms of technology content, but merely four
producers worldwide are capable of making the product, including Nidec
whose market shares occupy 75%. Likewise, Japanese manufacturers including
Minebea, Nidec and SANYO Seimitsu also predominate the market of axial fan
motors with a combined share of 85% or more. By contrast, mobile vibration
motor features comparatively low technology content, especially hollow
cylindrical cup-shaped motor which can be made by a great many Chinese
enterprises, while flat-type ones are mainly produced by foreign
counterparts due to higher technical content.

As for micro motor for automobiles, it is still the Japanese enterprises
that take the lead. The micro motor manufacturers include Nidec, ASMO,
Mitsuba, Denso and Mabuchi Motor, with the aggregate market shares
exceeding 50% in 2009. The key micro motor producer in Europe comes to
Brose. But America, as the giant in automotive sector, mainly imports
micro motors from Mainland China and Japan.

In November 2006, Nidec took over the auto motor department of Valeo, a
leading auto parts enterprise in France, and entered automotive industry.
Nidec consolidates its hegemonic power by means of mergers and
acquisitions year by year. In August 2010, EMC business of Emerson
Electric was acquired by Nidec at a price of JPY 65 billion; in December
2010, Nidec purchased SANYO Seimitsu, the overlord in mobile vibration
motor industry.

The micro motor business of ASMO originated from the merger of small-sized
motor businesses of TANAKA Instrument and Denso in 1979. ASMO ranks the
first place in micro motor industry in terms of both revenue and shipment.
Denso is an independent company separated from the electrical equipment
division of Toyota. In spite of the combination in 1979, Denso had strived
to develop small-sized motor business since 1980, providing services in
air conditioner and auto body fields.

As a loyal partner of Honda, Mitsuba almost monopolizes the supply of
micro motors to Toyota. Mabuchi Motor produces a wide range of products,
covering the arenas of auto, optical disc player, stereo system, toy and
home appliances.

Brose, a Germany-based enterprise, runs as a pioneer in window regulator,
door system and seat adjustment system, with the annual output as many as
70 million sets or more. In 2003, Brose took over gate lock business of
Bosch; in late December 2007, Brose purchased auto motor division of
original Siemens VDO and engine cooling fan business of Continental AG,
making it become the largest manufacturer of auto motor in Europe and
America.

Johnson Electric is a Hong Kong-based enterprise which targets European
and American markets. It features the most comprehensive sales network in
motor industry.

The motors applied in white home appliances characterize rather low
technical content. China is the largest producer of white goods and
kitchen supplies, with the market occupancy surpassing 80%. Given this,
Chinese manufacturers are primarily involved in the production of motors
applied in white home appliances and kitchen supplies, and they converge
in the Pearl River Delta and Zhejiang Province, including Zhangqiu Haier,
Welling Holding, Zhongshan Broad-Ocean Motor, Zhejiang Wolong, Hangzhou
Panasonic, NIDEC SHIBAURA and Jiangsu Futianjiang Electronic.

As an associated enterprise of Midea, Welling Holding is a flagship
enterprise in air-conditioner motor industry, with its market share
topping the world . Jiangsu Futianjiang Electronic is a joint venture of
Jiangsu Sanjiang Electric Group and Japan-based Fujitsu; Panasonic and
NIDEC SHIBAURA are both Japanese enterprises. What’s remarkable, Zhangqiu
Haier has higher market shares than its domestic peers; Zhejiang Wolong
relies on Wolong Group; and Zhongshan Broad-Ocean Motor as one of the few
independent enterprises encounters difficulties in air-conditioner motor
field, but it is striving for expanding auto motor business.

第一章、微特電機簡介

第二章、微特電機市場
2.1、微特電機市場概況
2.2、硬盤
2.2.1、硬盤市場現狀與未來
2.2.2、硬盤產業格局
2.3、光盤驅動器
2.4、手機
2.4.1、手機市場現狀與未來
2.4.2、手機市場占有率
2.4.3、自動對焦手機
2.4.4、VCM簡介
2.4.5、VCM行業格局
2.5、車用馬達
2.6、空調電機

第三章、微特電機產業
3.1、微特電機產業概況
3.2、手機馬達產業概況
3.3、汽車馬達產業

第四章、微特電機廠家研究
4.1、電產
4.1.1、電產三協
4.1.2、電產科寶
4.1.3、電產科寶電子
4.1.4、電產大連
4.1.5、電產浙江
4.1.6、電產芝浦
4.2、美蓓亞
4.2.1、上海美蓓亞
4.2.2、珠海美蓓亞
4.3、萬寶至
4.4、德昌電機
4.5、TOKYO PARTS
4.6、韓國磁化電子
4.7、LG INNOTEK
4.8、SEMCO
4.9、思考電機
4.10、SNATUSA
4.11、三葉電機
4.12、信濃馬達
4.13、三美電機
4.14、C.I.化成
4.15、SANYO DENKI
4.16、阿斯莫
4.17、博澤電機
4.17.1、上海博澤電機
4.18、上海法雷奧汽車電機雨刮系統
4.19、電裝
4.20、金龍機電
4.21、中山大洋電機
4.22、威靈控股
4.23、HYSONIC

1. Profile of Micro Motor

2. Micro Motor Market
2.1Overview
2.2 Hard Disk Drive (HDD)
2.2.1 Status Quo and Future
2.2.2 Industry Pattern
2.3 Optical Disk Drive (ODD)
2.4 Mobile Phone
2.4.1 Status Quo & Future
2.4.2 Market Shares
2.4.3 Auto-Focus Mobile Phone
2.4.4 VCM Profile
2.4.5 VCM Industry Pattern
2.5 Vehicle Motor
2.6 Air-conditioning Motor

3. Micro Motor Industry
3.1 Overview
3.2 A Glance at Mobile Phone Motor Industry
3.3 Automotive Motor Industry

4. Micro Motor Manufacturers
4.1 NIDEC
4.1.1 NIDEC SANKYO
4.1.2 NIDEC COPAL
4.1.3 NIDEC COPAL ELECTRONICS
4.1.4 NIDEC (Dalian)
4.1.5 NIDEC (Zhejiang)
4.1.6 NIDEC SHIBAURA
4.2 MINEBEA
4.2.1 MINEBEA Electronics & Hi-Tech Components (Shanghai)
4.2.2 MINEBEA Electronics Motor (Zhuhai)
4.3 Mabuchi Motor
4.4 Johnson Motor
4.5 Tokyo Parts
4.6 JAHWA ELECTRONICS
4.7 LG INNOTEK
4.8 SEMCO
4.9 Shicoh Engineering
4.10 SNATUSA
4.11 Mitsuba
4.12 Shinano Motor
4.13 MITSUMI ELECTRIC
4.14 C. I. Kasei
4.15 Sanyo Denki
4.16 ASMO
4.17 Brose
4.17.1 Shanghai Brose Electric Motors
4.18 Valeo Shanghai Automotive Electric Motors & Wiper System
4.19 DENSO
4.20 Jinlong Machinery & Electronics
4.21 Zhongshan Broad-Ocean Motor
4.22 Welling Holding Limited
4.23 HYSONIC
2010年全球微特電機出貨量下游應用分布
1998-2008年全球硬盤出貨量
2009-2014年全球硬盤出貨量
2009-2014年硬盤尺寸分布
2010年全球硬盤出貨量地域分布
2007年1季度-2010年2季度全球主要硬盤廠家出貨量市場占有率
2010年前3季度全球硬盤主要廠家出貨量市場占有率
2008-2013年光盤驅動器出貨量
2010年全球光盤驅動器(ODD)主要廠家市場占有率
2007-2014年全球手機出貨量
2007年1季度-2010年2季度每季度全球手機出貨量 與年度增幅
2007年1季度-2010年2季度每季度全球手機出貨量地域分布
2007年1季度-2010年2季度每季度全球手機出貨量技術分布
2006-2010年全球CDMA/WCDMA手機出貨量地域分布
2008-2010年全球手機VCM廠家市場占有率
2007-2013年全球空調出貨量
2010年全球空調主調主要廠家市場占有率
2010年全球手機馬達主要廠家市場占有率
2010年汽車馬達主要廠家市場占有率
2006-2011財年電產收入與運營利潤率
2008-2010財年日本電產收入產品分布
日本電產2010財年收入產品分布
2009-2015財年日本電產精密馬達收入
2010財年日本電產HDD硬盤客戶分布
2008-2010財年H1日本電產直流馬達收入
2008-2010財年H1日本電產風扇馬達收入
2008-2010財年H1日本電產通用馬達收入
2008-2010財年日本電產收入地域分布
日本電產三協收入與運營利潤率
電產三協2009年財年1季度-2010財年2季度收入與運營利潤
2010財年電產三協收入產品分布
2005-2010財年日本電產科寶收入與運營利潤率
2011財年電產科寶收入下游應用分布
2005-2010財年電產科寶電子收入與運營利潤率
2011財年上半年電產科寶電子收入下游應用分布
2005-2010財年日本電產大連有限公司收入與運營利潤率
2005-2010財年日本電產浙江有限公司收入與運營利潤率
2004-2011財年美蓓亞收入與運營利潤率
美蓓亞連續10季度收入
美蓓亞連續10季度運營利潤率
2009年2季度-2010年3季度美蓓亞收入產品分布
美蓓亞電機部門連續6季度銷售額與產品分布
美蓓亞連續6季度運營利潤率
美蓓亞2005-2011財年無刷電機銷量
美蓓亞2005-2011財年有刷電機銷量
2002-2010年萬寶至收入與運營利潤率
2009年3季度到2010年3季度萬寶至運營利潤率和毛利率
萬寶至組織結構
萬寶至全球分布
萬寶至2009-2010年收入下游應用分布
萬寶至2009-2010年出貨量下游應分布
2008-2010年萬寶至收入地域分布
2008-2010年萬寶至出貨量地域分布
萬寶至中國分支
2003-2011財年德昌電機收入與運營利潤率
德昌電機組織結構
2009-2011財年德昌電機收入產品分布
2009-2011財年德昌電機收入地域分布
2005-2010年磁化電子收入與運營利潤率
2005-2010年1季度磁化電子收入產品分布
2006-2011年LG INNOTEK收入與運營利潤率
2009-2012年LG INNOTEK收入產品分布
2009年3季度-2010年3季度LG INNOTEK馬達業務收入
2010年3季度LG INNOTEK馬達下游應用分布
2010-2011年SEMCO收入部門分布
2010年1季度-2011年4季度SEMCO OMS事業部收入與運營利潤率
2010年3季度三星OMS部門下游應用分布
2005-2010年思考電機收入與運營利潤率
思考電機組織結構
2005-2011財年三葉電機收入與運營利潤率
2006-2011財年三美電機收入與運營利潤率
2006-2010財年三美電機收入產品分布
2006-2011財年山洋電氣收入與運營利潤率
2008-2011財年山洋電氣收入業務分布
2006-2010年阿斯莫收入與運營利潤率
2003-2010年博澤電機收入
2006-2011財年電裝收入與運營利潤率
電裝2008-2011財年上半年客戶分布比例
電裝2008-2010財年產品結構比例
2006-2011年金龍機電收入與凈利率
金龍機電組織結構
2007-2012年大洋電機收入與凈利率
威靈控股組織結構
2005-2010年威靈控股收入與股東應占利潤率

2010年1-3季度全球主要手機品牌出貨量
2009年1季度-2010年3季度全球主要手機品牌收入市場占有率
2010年3季度全球智能手機操作系統出貨量
2009-2016年全球輕型車產量地域分布
2009-2016年全球中型重型車產量地域分布
電產主要生產基地簡介
2008年電產中國子公司簡要財務一覽
磁化電子海外子公司一覽
2008年三美電機中國子公司簡要財務數據

Global Shipment of Micro Motors by Application, 2010
Global HDD Shipment, 1998-2008
Global HDD Shipment, 2009-2014E
HDD Sizes, 2009-2014E
Global HDD Shipment by Region, 2010
Market Shares of World’s Main HDD Manufacturers by Shipment, Q1 2007-Q2
2010
Market Shares of World’s Main HDD Manufacturers by Shipment, Q1-Q3, 2010
ODD Shipment, 2008-2013E
Market Shares of World’s Main ODD Manufacturers, 2010
Global Shipment of Mobile Phones, 2007-2014E
Global Mobile Phone Shipment and Annual Growth Margin, Q1 2007-Q2 2010
Global Shipment of Mobile Phones by Region, Q1 2007-Q2 2010
Global Shipment of Mobile Phones by Technology, Q1 2007-Q2 2010
Global Shipment of CDMA/WCDMA Mobile Phones by Region, 2006-2010
Market Shares of Mobile Phone VCM Manufacturers Worldwide, 2008-2010
Global Shipment of Air-conditioners, 2007-2013E
Market Shares of World’s Main Air-conditioner Manufacturers, 2010
Market Shares of World’s Main Mobile Phone Motor Manufacturers, 2010
Market Shares of World’s Main Automotive Motor Manufacturers, 2010
Revenue and Operating Margin of NIDEC, FY2006-FY2011
NIDEC Revenue by Product, FY2008-FY2010
NIDEC Revenue by Product, FY2010
Precision Motor Revenue of NIDEC, FY2009-FY2015
HDD Customers of NIDEC, FY2010
DC Motor Revenue of NIDEC, FY2008-FY2010 H1
Fan Motor Revenue of NIDEC, FY2008-FY2010 H1
General Motor Revenue of NIDEC, FY2008-FY2010 H1
NIDEC Revenue by Region, FY2008-FY2010
Revenue and Operating Margin of NIDEC SANKYO
Revenue and Operating Profit of NIDEC SANKYO, Q1 FY2009-Q2 FY2010
Revenue of NIDEC SANKYO by Product, FY2010
Revenue and Operating Margin of NIDEC COPAL, FY2005-FY2010
Revenue of NIDEC COPAL by Application, FY2011
Revenue and Operating Margin of NIDEC COPAL ELECTRONICS, FY2005-FY2010
Revenue of NIDEC COPAL ELECTRONICS by Application, FY2011 H1
Revenue and Operating Margin of NIDEC (Dalian), FY2005-FY2010
Revenue and Operating Margin of NIDEC (Zhejiang), FY2005-FY2010
Revenue and Operating Margin of MINEBEA, FY2004-FY2011
Revenue of MINEBEA in Consecutive Ten Quarters
Operating Margin of MINEBEA in Consecutive Ten Quarters
Revenue of MINEBEA by Product, Q2 2009-Q3 2010
Sales and Product Distribution of MINEBEA Motor Dept. for Consecutive 6
Quarters
Operating Margin of MINEBEA in Consecutive Six Quarters
Brushless Motor Sales Volume of MINEBEA, FY2005-FY2011
Brushed Motor Sales Volume of MINEBEA, FY2005-FY2011
Revenue and Operating Margin of Mabuchi Motor, 2002-2010
Operating Margin and Gross Margin of Mabuchi Motor, Q3 2009-Q3 2010
Organizational Structure of Mabuchi Motor
Global Presence of Mabuchi Motor
Revenue of Mabuchi Motor by Application, 2009-2010
Shipment of Mabuchi Motor by Application, 2009-2010
Revenue of Mabuchi Motor by Region, 2008-2010
Shipment of Mabuchi Motor by Region, 2008-2010
Branches of Mabuchi Motor in China
Revenue and Operating Margin of Johnson Motor, FY2003-FY2011
Organizational Structure of Johnson Motor
Revenue of Johnson Motor by Product, FY2009-FY2011
Revenue of Johnson Motor by Region, FY2009-FY2011
Revenue and Operating Margin of JAHWA Electronics, 2005-2010
Revenue of JAHWA Electronics by Product, 2005-Q1 2010
Revenue and Operating Margin of LG INNOTEK, 2006-2011
Revenue of LG INNOTEK by Product, 2009-2012E
Motor Business Revenue of LG INNOTEK, Q3 2009-Q3 2010
Motor Applications of LG INNOTEK, Q3 2010
SEMCO Revenue by Division, 2010-2011
Revenue and Operating Margin of OMS Business Segment of SEMCO, Q1 2010-Q4
2011
Applications of Samsung OMS Division, Q3 2010
Revenue and Operating Margin of Shicoh Engineering, 2005-2010
Revenue and Operating Margin of Mitsuba Motor, FY2005-FY2011
Revenue and Operating Margin of MITSUMI ELECTRIC, FY2006-FY2011
Revenue of MITSUMI ELECTRIC by Product, FY2006-FY2010
Revenue and Operating Margin of Sanyo Denki, FY2006-FY2011
Revenue of Sanyo Denki by Sector, FY2008-FY2011
Revenue and Operating Margin of ASMO, 2006-2010
Brose Motor Revenue, 2003-2010
Revenue and Operating Margin of DENSO, FY2006-FY2011
Client Distribution of DENSO, FY2008-FY2011H1
Product Structure of DENSO, FY2008-FY2010
Revenue and Net Profit Margin of Jinlong Machinery & Electronics,
2006-2011
Revenue and Net Profit Margin of Zhongshan Broad-Ocean Motor, 2007-2012E
Revenue and Profit Margin Attributable to Shareholders of Welling Holding
Limited, 2005-2010

Shipment of Major Mobile Phone Brands in the World, Q1-Q3, 2010
Market Shares of World’s Major Mobile Phone Brands by Revenue, Q1 2009-Q3
2010
Shipment of Smart Phone Operating Systems in the World, Q3 2010
Global Output of Light-duty Vehicle by Region, 2009-2016E
Global Output of Medium- and Heavy-duty Vehicle by Region, 2009-2016E
Key Production Bases of NIDEC
Selected Financial Data of Chinese Subsidiaries of NIDEC, 2008
Overseas Subsidiaries of JAHWA Electronics
Selected Financial Data of Chinese Subsidiaries of MITSUMI ELECTRIC, 2008