2010年全球及中国微特电机行业研究报告 >> 水清木华研究中心

　　微特电机，是指直径小于160mm或额定功率小于750W或具有特殊性能、特殊用途的微型特种电机。微特电机常用于控制系统中，实现机电信号或能量的检测、解算、放大、执行或转换等功能，或用于传动机械负载，也可作为设备的交、直流电源。本报告主要研究面向IT、手机、汽车和空调领域的微特电机。

2009-2010年全球主要微特电机厂家收入

　　IT产品的微特电机领域，日本企业占绝对优势。硬盘主轴电机是技术含量最高的微特电机，要求运转精度是最高的，全球只有四家企业能够胜任，分别是NIDEC(日本电产)、JVC、PANASONIC、SAMSUNG，其中日本电产2009年市场占有率超过80%。光盘驱动器主轴电机技术含量其次，但全球同样只有4家胜任，其中日本电产市场占有率75%。轴流风扇电机也是日本厂家的强项，美蓓亚、电产和山洋电气合起来的市场占有率超过85%。手机震动电机技术含量并不高，尤其是圆柱空心杯型电机，国内有很多企业都能够胜任，而扁平型的技术含量比较高，大多是国外企业。

　　汽车微特电机领域，同样是日本企业主导市场。日本电产、阿斯莫、三叶、电装、万宝至2009年市场占有率超过50%，欧洲重要厂商有博泽。而汽车大国美国，主要从中国大陆和日本采购微特电机。

　　电产进入汽车领域，源自2006年11月对法国汽车零配件大厂法雷奥汽车电机部门的收购。电产是微特电机领域的霸主，几乎每年都要进行数起并购。2010年8月，电产以650亿日元收购了艾默生的EMC业务，也就是中大型电机业务；2010年12月，则收购手机震动电机行业的霸主三洋精密。

　　阿斯莫的微特电机业务源自1979年田中计器与电装的小型电机业务的合并，该公司在汽车用微特电机领域无论是收入还是出货量都是全球第一。电装是丰田电器装备事业处独立而成的公司，虽然1979年将小型电机事业与田中计器合并，但是电装在1980年后依然大力发展小型电机事业，主要用在空调和车身领域。

　　三叶是本田的忠实合作伙伴，几乎垄断了本田的微特电机供应。万宝至产品范围广泛，覆盖汽车领域、光盘播放器、音响、玩具、家电领域。

　　博泽是德国企业，是摇窗机构、门系统和座椅调节系统方面的领先制造商，－年产量多达7千万套，2003年从博世收购了门锁业务。2007年12月底，博泽收购了前西门子威迪欧汽车电机部门及大陆集团的发动机冷却风扇业务。一举成为欧美最大的汽车电机厂家。

　　德昌电机则是香港企业，主要供应欧美市场，其销售网络是电机行业中最为齐全的。

　　白电方面的微特电机技术含量最低。中国也是白电和厨电产量第一的大国，其市场占有率超过80%，因此国内企业主要从事白电和厨电用微特电机生产，集中在珠三角和浙江。主要厂商有章丘海尔、威灵控股、大洋电机、浙江卧龙、杭州松下、电产芝浦、江苏富天江，市场集中度比较高。

　　威灵是美的关联企业，也因此成为空调电机行业领域的领军企业，全球市场占有率第一。江苏富天江是三江电器和日本富士通的合资企业，松下和电产芝浦都是日本企业。章丘海尔洗衣机电机市场占有率比较高，浙江卧龙依托卧龙集团，大洋电机则是少有的独立企业，所以在空调电机领域面临困难，不过该公司力拓汽车电机领域。

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.

Revenue of Major Micro Motor Manufacturers Worldwide, 2009-2010

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、微特电机简介

第二章、微特电机市场
2.1、微特电机市场概况
2.2、硬盘
2.2.1、硬盘市场现状与未来
2.2.2、硬盘产业格局
2.3、光盘驱动器
2.4、手机
2.4.1、手机市场现状与未来
2.4.2、手机市场占有率
2.4.3、自动对焦手机
2.4.4、VCM简介
2.4.5、VCM行业格局
2.5、车用马达
2.6、空调电机

第三章、微特电机产业
3.1、微特电机产业概况
3.2、手机马达产业概况
3.3、汽车马达产业

第四章、微特电机厂家研究
4.1、电产
4.1.1、电产三协
4.1.2、电产科宝
4.1.3、电产科宝电子
4.1.4、电产大连
4.1.5、电产浙江
4.1.6、电产芝浦
4.2、美蓓亚
4.2.1、上海美蓓亚
4.2.2、珠海美蓓亚
4.3、万宝至
4.4、德昌电机
4.5、TOKYO PARTS
4.6、韩国磁化电子
4.7、LG INNOTEK
4.8、SEMCO
4.9、思考电机
4.10、SNATUSA
4.11、三叶电机
4.12、信浓马达
4.13、三美电机
4.14、C.I.化成
4.15、SANYO DENKI
4.16、阿斯莫
4.17、博泽电机
4.17.1、上海博泽电机
4.18、上海法雷奥汽车电机雨刮系统
4.19、电装
4.20、金龙机电
4.21、中山大洋电机
4.22、威灵控股
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年全球微特电机出货量下游应用分布
1998-2008年全球硬盘出货量
2009-2014年全球硬盘出货量
2009-2014年硬盘尺寸分布
2010年全球硬盘出货量地域分布
2007年1季度-2010年2季度全球主要硬盘厂家出货量市场占有率
2010年前3季度全球硬盘主要厂家出货量市场占有率
2008-2013年光盘驱动器出货量
2010年全球光盘驱动器(ODD)主要厂家市场占有率
2007-2014年全球手机出货量
2007年1季度-2010年2季度每季度全球手机出货量与年度增幅
2007年1季度-2010年2季度每季度全球手机出货量地域分布
2007年1季度-2010年2季度每季度全球手机出货量技术分布
2006-2010年全球CDMA/WCDMA手机出货量地域分布
2008-2010年全球手机VCM厂家市场占有率
2007-2013年全球空调出货量
2010年全球空调主调主要厂家市场占有率
2010年全球手机马达主要厂家市场占有率
2010年汽车马达主要厂家市场占有率
2006-2011财年电产收入与运营利润率
2008-2010财年日本电产收入产品分布
日本电产2010财年收入产品分布
2009-2015财年日本电产精密马达收入
2010财年日本电产HDD硬盘客户分布
2008-2010财年H1日本电产直流马达收入
2008-2010财年H1日本电产风扇马达收入
2008-2010财年H1日本电产通用马达收入
2008-2010财年日本电产收入地域分布
日本电产三协收入与运营利润率
电产三协2009年财年1季度-2010财年2季度收入与运营利润
2010财年电产三协收入产品分布
2005-2010财年日本电产科宝收入与运营利润率
2011财年电产科宝收入下游应用分布
2005-2010财年电产科宝电子收入与运营利润率
2011财年上半年电产科宝电子收入下游应用分布
2005-2010财年日本电产大连有限公司收入与运营利润率
2005-2010财年日本电产浙江有限公司收入与运营利润率
2004-2011财年美蓓亚收入与运营利润率
美蓓亚连续10季度收入
美蓓亚连续10季度运营利润率
2009年2季度-2010年3季度美蓓亚收入产品分布
美蓓亚电机部门连续6季度销售额与产品分布
美蓓亚连续6季度运营利润率
美蓓亚2005-2011财年无刷电机销量
美蓓亚2005-2011财年有刷电机销量
2002-2010年万宝至收入与运营利润率
2009年3季度到2010年3季度万宝至运营利润率和毛利率
万宝至组织结构
万宝至全球分布
万宝至2009-2010年收入下游应用分布
万宝至2009-2010年出货量下游应分布
2008-2010年万宝至收入地域分布
2008-2010年万宝至出货量地域分布
万宝至中国分支
2003-2011财年德昌电机收入与运营利润率
德昌电机组织结构
2009-2011财年德昌电机收入产品分布
2009-2011财年德昌电机收入地域分布
2005-2010年磁化电子收入与运营利润率
2005-2010年1季度磁化电子收入产品分布
2006-2011年LG INNOTEK收入与运营利润率
2009-2012年LG INNOTEK收入产品分布
2009年3季度-2010年3季度LG INNOTEK马达业务收入
2010年3季度LG INNOTEK马达下游应用分布
2010-2011年SEMCO收入部门分布
2010年1季度-2011年4季度SEMCO OMS事业部收入与运营利润率
2010年3季度三星OMS部门下游应用分布
2005-2010年思考电机收入与运营利润率
思考电机组织结构
2005-2011财年三叶电机收入与运营利润率
2006-2011财年三美电机收入与运营利润率
2006-2010财年三美电机收入产品分布
2006-2011财年山洋电气收入与运营利润率
2008-2011财年山洋电气收入业务分布
2006-2010年阿斯莫收入与运营利润率
2003-2010年博泽电机收入
2006-2011财年电装收入与运营利润率
电装2008-2011财年上半年客户分布比例
电装2008-2010财年产品结构比例
2006-2011年金龙机电收入与净利率
金龙机电组织结构
2007-2012年大洋电机收入与净利率
威灵控股组织结构
2005-2010年威灵控股收入与股东应占利润率

2010年1-3季度全球主要手机品牌出货量
2009年1季度-2010年3季度全球主要手机品牌收入市场占有率
2010年3季度全球智能手机操作系统出货量
2009-2016年全球轻型车产量地域分布
2009-2016年全球中型重型车产量地域分布
电产主要生产基地简介
2008年电产中国子公司简要财务一览
磁化电子海外子公司一览
2008年三美电机中国子公司简要财务数据

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