Greetings! Military, Defense, and Aerospace Products 1 KEMET Military/Aerospace Customers 2 International Space Station Defense & Aerospace Strategy High Reliability Products 3 Ceramic Defense & Aerospace Strategy 30,000 Foot View • • • Price Primary strategy is to maintain current pricing. Goal is to win business based on TQRD (Technology, Quality, Reliability, Delivery) Goal is to be competitive • • • Product Maintain & Improve QRD for existing products Increase new product introductions to broaden portfolio • • • • Promotion D&A Campaign D&A Roadshow Product Launch Awareness 4 Ceramic Military and High Reliability Products Military SMD – Established Reliability (Mil-PRF-55681 (CDR)) Military Molded – Established Reliability Radial / Axial (Mil-PRF-39014 (CKR) / Mil-PRF-20 (CCR)) Military Molded – Non-Established Reliability Radial / Axial (Mil-C-11015 (CK) / Mil-PRF-20 (CC)) High Reliability SMD & Radial Molded (Mil-PRF-123 (CKS) and GR900) Military Leaded Encapsulated and Unencapsulated– Q1CY08 Stacks (MIL-PRF-49470 Level B) Strong QPL Position for Military & Space Level Products 5 Military Thru-Hole Military Radials ASP Sep-07 May-07 May-07 Jul-07 Mar-07 Mar-07 Jan-07 Nov-06 Sep-06 Jul-06 May-06 Mar-06 Jan-06 Military Axials ASP $1.00 $0.80 $0.60 $0.40 $0.20 Sep-07 Jul-07 Jan-07 Nov-06 Sep-06 Jul-06 May-06 Mar-06 $0.00 Jan-06 Promotion •D&A Campaign Nov-05 Product •Maintain QRD •RoHS Options if Requested $0.40 $0.35 $0.30 $0.25 $0.20 $0.15 $0.10 $0.05 $0.00 Nov-05 Pricing Maintain Win on QRD 6 Military SMD (CDRs) Pricing Maintain Win on QRD Military SMD (CDR) ASP $0.30 $0.25 $0.20 $0.15 $0.05 Sep-07 Jul-07 May-07 Mar-07 Jan-07 Nov-06 Sep-06 Jul-06 May-06 Mar-06 $0.00 Jan-06 Adding Z Chaging W & U to Plated from HSD $0.10 Nov-05 Product Introduce Additional Termination Option •70/30 Plated Termination Option •Development of MIL55681 Equivalent 0402/0603 DSCC 03028/03029 Promotion •Flyers going out to targeted accounts for plating change •Disty & Internal collateral to support change 7 High Reliability SMD & Thru-Hole Pricing Increasing on annual basis •High Palladium content •Metals pricing impact Win on QRD High Reliability SMD ASP $20.00 $15.00 $10.00 $5.00 May-07 Jul-07 Sep-07 May-07 Jul-07 Sep-07 Mar-07 Jan-07 Nov-06 Sep-06 Jul-06 May-06 Mar-06 M123 Z Termination GR900 L Jan-06 $0.00 Nov-05 Product Introduce Additional SMD Termination Option •70.30 Plating Option •Development of Space Level M123 Equivalents High Reliability Thru-Hole SMD ASP 0805 0.1uF 25V $60.00 Promotion •Flyers going out to targeted accounts for plating change •Disty & Internal collateral to support change $50.00 $40.00 $30.00 $20.00 $10.00 Mar-07 Jan-07 Nov-06 Sep-06 Jul-06 May-06 Mar-06 to M123 (TOR – Example: GPS III) Jan-06 •Note: Big Push from Aerospace to move back Nov-05 $0.00 8 Sn/Pb L Terminations Pricing Competitive Limited Comp for HiCV (TQRD) Low CV (QRDC) Sn/Pb L Terminations ASP $0.10 $0.08 $0.06 $0.04 $0.02 Sep-07 Jul-07 May-07 Mar-07 Jan-07 Nov-06 Sep-06 Jul-06 May-06 Mar-06 Jan-06 $0.00 Nov-05 Product •Improve Q & D •Maintain TRC •Technology releases with Standard MLCC Promotion •Roadmaps 9 High Temperature High Voltage (SKD) Sep-07 Jul-07 May-07 Mar-07 Jan-07 Nov-06 Sep-06 Jul-06 May-06 Mar-06 $16.00 $14.00 $12.00 $10.00 $8.00 $6.00 $4.00 $2.00 $0.00 Jan-06 Product Introduce Additional product lines •High Temperature SMD •High Temperature Stacks HT/HV (SKD) ASP Nov-05 Pricing Maintain Need Meet Comp Info Promotion •Local Product Management Support in Houston area. Key Design Center for High Temperature products. Claudia Suarez 10 Defense & Aerospace Roadmap High Reliability Products 11 Specialty Product Focus nce a t r po m I ic g e t Stra g sin a e r Inc FY08 FY09 FY07 Revenue Specialty Catalog 12 Defense, Aerospace, & High Reliability NPD Product Type KEMET Release Date COTS (Upscreened Capacitors) Released 08/05 Tin/Lead Terminations (SMD) Released 08/05 Plated Sn/Pb Terminations (Mil/HR) MIL-123/MIL-55681/GR900 SMD Q4CY07 MIL-PRF-49470 X7R (B Level) Q1CY08 New 25V GR900 0805 0.1µF MIL-123 Equivalent Q1CY08 DSCC 03028/03029 (0402/0603) Need Input CY08 MIL-PRF-49470 T Level Space Grade Stacks CY09 High Voltage/High Temperature Stacks (TX) Under Development TBD High Temperature SMD 175°C Æ 200°C (TX) Under Development TBD Custom Assemblies Under Development TBD 13 Product Line Focus Stacked Capacitors MIL-PRF-49470 High Reliability Products 14 Stacked Capacitor Market Stacks NA Market Size ($40MM) UTC, $3 Johanson/AMC, $3 Presidio, $3 AVX, $20 Dover, $9 ($MM) 15 Stacks: Features and Applications Key Features: High capacitance Low ESR Low ESL Output Filtering (Switch Mode Power Supplies) Low inductance Effective filtering at high frequencies Capacitance Range Available 50V 1.00µF - 270µF 100V 0.68µF - 180µF 200V 0.47µF - 120µF 500V 0.15µF - 39µF 16 MIL-PRF-49470 Stacks MIL-PRF-49470 B Level Stacked Capacitors Case Codes 3,4,&5 (All voltages) January 2008 Case Codes 1,2,&6 (All voltages) 2nd Quarter 2008 Space Level T –2009 X7R Standard Heights Standard Voltages: 50, 100, 200, 500 1 2 3 4 5 17 Application Notes MIL-PRF-49470 18 MIL-PRF-49470 vs DSCC 87106 KEMET will be pushing customers to move to the MIL-PRF-49470 part number. If 87106 pn required KEMET will mark and ship product accordingly. Per obsoleted DSCC Drawing 87106 4.2.2 customer may accept a CofC in lieu of performing Group B. This will be KEMET’s preferred method of shipment. We must receive customer written approval in order to ship in this manner. 19 Ordering Information 20 Stacks Derivatives Under Development • High Voltage 500V Capacitance Extensions • Special Screening Requirements • High Temperature 200°C Applications High Temperature Leadframe materials • Custom Configurations Key Development Focus Forward 2007 and Beyond 21 Custom Stacked Capacitors Proposed 20µF , 50 Volt Area of exposed base metal (Typical all parts) Proposed 0.066µF, 500 Volt 22 Product Line Focus New High Reliability Plated Terminations High Reliability Products 23 High Reliability Plated Terminations 70/30 Sn/Pb Plating Introduction Military Products Affected •MIL-PRF-123 •MIL-PRF-55681 •GR900 •Customer SCD 24 High Reliabilty Plated Terminations Termination Symbol M123 Type S M123 Type Z M55681 Type S M55681 Type U M55681 Type W M55681 Type Z M55681 Type Y Termination Type (Description) Guarded, solder coated. A guarded termination is one in which the interelectrode metallization is separated from the final finish by a barrier or guard metal; e.g., copper or nickel, etc. Base metallization-barrie-solder plated (tin/lead alloy with a minimum of 4 percent lead). Nonleaded terminations W and Y are no longer available. Termination Z is a direct replacement. Solder coated fnial with a minimum of 4 percent lead. Base metallization-barrier metalsolder coated (tin/lead alloy, with a minimum 4 percent lead). Solder will have a melting point of +200°C or less. Solder coat thickness will be a minimum of 60 micro-inches. Base metallization-barrier metaltinned (tin or tin/lead alloy). Contact manufacturer for specific composition. W termination may be 100 percent tin and may promote tin whisker growth. Base metallization-barrier metaltinned (tin/lead alloy, with a minimum of 4 percent lead). Base metallization-barrier metal-tin (100 percent). Y termination is 100 percent tin and may promote tin whisker growth. Currently Being Supplied as: Q4CY07 Supply End Termination Change H H No Affected Military Specified Products •MIL-PRF-55681 U&W Q4CY07 QPL L New H H No H L Yes New Military Qualified Products •MIL-PRF-123 Z Terminations •MIL-PRF-55681 Z Terminations C (100% tin) L Yes Not currently QPL'd L New C (100% tin) N/A; will remain C No H = Hot Solder Dipped (60Sn/40Pb) L = Plated (70Sn/30Pb) C = 100% Sn Plated 25 Solderability & RSH HSD and 70Tin/30Lead Plating Tin70/Lead30 Plating Qualification MIL-PRF-123 Group III / 12 pcs. Solderability Kemet P/N C0805Z472K1XAH C0805Z472K1XAH C1808Z104K5XAH C1808Z104K5XAH C1206Z393K5XAH C1206Z393K5XAH C1210Z222F1GAH Batch Test/ Control Pass d C e t C S Pass le PC6E5232-T Test D p o om Pass PC6C5235 Control d t C e g t t n i r i Pass PC6E5235-T st ubm Testmbe e T S oControl Pass PC6C5233 ve g k P Pass PC6E5233-T L N Test ta P a Q D PC6C5239 Pass Control PC6C5232 Control Resistance to Soldering Heat Pass Pass Pass Pass Pass Pass Pass C1812Z472J1GAH PC6C5240 Control Pass Pass C1812Z472J1GAH PC6E5240-T Test Pass Pass C1210Z222F1GAH PC6E5239-T Test Pass Pass 26 Chip Dimensions Reduction HSD and 70Tin/30Lead Plating Histogram of Length HSD, Length Plat 70_30 Histogram of Width HSD, Width Plat 70_30 Normal 80 Plated Normal Variable Length HSD Length Plat 70_30 HSD 70 Mean 0.1327 0.1233 60 50 40 30 Plated HSD 25 StDev N 0.001699 90 0.0007440 90 Variable Width HSD Width Plat 70_30 Mean 0.1021 0.1002 20 Frequency Frequency 30 StDev N 0.0006839 90 0.0007991 90 15 10 20 5 10 0 0.123 0.126 0.129 0.132 Dat a 0.138 0.099Improvement 0.100 0.101 0.102 0.103 ~5% to 30% Dimensional Data 0.135 HSD 0 Plated Note Rounded Terminations 27 PCB Footprint Military Ceramic Capacitor Technology Thru-Hole CKR, CK, CC, CCR Surface Mount CDR, CKS SMD DSCC 03028 & 03029 0402/0603 Time 28 KEMET Small Case Size Technology 2008 Focus DSCC Drawing 03028 & 03029 (MIL-PRF-55681 Equivalent) • 0402 & 0603 Case Sizes • 16V – 100V High Reliability Space Level 0402 & 0603 (MIL-PRF-123 Equivalent) • M123 Equivalent Request rising due to new TOR/Space Level initiatives (GPSIII) Extended Range Space Level Products (0805-2225) • Example: Extended Range 0805 0.1uF 25V • Custom Requests More High Reliability and Military Equivalents to Sell • Limited NA Competition • KEMET Reputation for Quality, Reliability, & Delivery • Small Case Size Experience in High Volume Manufacturing 29 Any Questions? Military and High Reliability Products 30