Global and China Micro Motor Industry Report, 2010
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.
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.
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
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
SELECTED CHARTS
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
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
