AVX BRAZIL – MP08 1

FY07 MP Top 10 Key Elements- Status

ELEMENT WHO WHEN
 Convert all AVXUS Strategic Accounts in Brazil  Galo  DONE
Customer Service including Nokia Manaus
Hire New Sales Rep for White Goods /Telecom Galo DONE
Convert AVX Automotive Accounts from Europe Galo NOT DONE
and US so that customer service is done in
Brazil- Unless we get more share will be done.
Increase Sales through Distribution Galo ONGOING
 CMER to get Joyin Machine High Voltage  Galo DONE
Machine- Machine Arrives End of Dec. 2006.
 S/F China Conversion Ceramic Disc  Galo  DONE
 Yield Improvement .5% in Ceramic Disc & SMD  Durval  DONE
 Change from Ionox to cheaper non clean flux Galo  DONE
 Change Copper Wire Diameter from .6 to .5 in  Durval  DONE
LV Discs
 Energy Reduction when S/F Production Manaus  Durval  DONE
Shutdown

AVX BRAZIL – MP08 2

 FY08 MP Top 10 Key Issues

Issues WHO Possible

Outcome
Exchange Rate MP 08 @ 2.30 Brazil Government Favorable

Transfer Price Agreement Resales VP´s Favorable

Precious Metals Prices World Price Unfavorable
 Energy Cost Increase Brazil Government  Unfavorable  
     

AVX BRAZIL – MP08 3

 FY08 MP Top 10 Key Elements Brazil-#1
Brazil WHO WHEN $K/YR
Sony- Kyocera SMD 0603/0805 already Qualify- Mauro Apr 07- 200
Need to qualify for Local MFG-Test & Tape& Mar08
Reel
Samsung -Spinguard SA05 already Qualify- Mauro Apr 07- 170
Waiting for order Mar08
Samsung – SMD 0603/0805 Need to qualify Mauro Jun 07- 100
local Mfg Mar08
SANYO-0402 from Kyocera- Need to have Mauro Jun 07- 40
competitive price vrs. Murata Mar08
SONY KED- Need to qualify KED Products Mauro Sep 07- 250
Mar08
KOSTAL- move all current part numbers to Soft Renato Apr 07- 100
termination Mar08
KOSTAL- start selling to them TAP- Need to Renato Jun 07- 40
qualify Mar08
Olimpus- Package for 1 year Demanda of Renato Apr 07- 60
Passives Mar08

AVX BRAZIL – MP08 4

 FY08 MP Top 10 Key Elements Brazil # 2
Brazil WHO WHEN $K/YR
Solução $90K Discs, Skycap $125k, Film$85K Eduardo Apr 07- 450
and SMD $150 Mar08
Voltts Discs $220K, Film $120K Eduardo Apr 07- 340
Mar08
Arrow Locally SMD Mfg $75K, Tantalum $200, Eduardo Apr 07- 475
Disc $200K Mar08
Redacomp Microwave $40K ,Disc $ 250, and Eduardo Apr 07- 350
SMD Ceramics $60K Mar08
CCE (Smd Ceramics 0603-0885) Need to Lelio Apr 07- 700
meet prices offered by Chinese suppliers to Mar08
keep 100% of the share
CCE – Discs- Need to keep competitive prices Lelio Apr 07- 1M
from Chines suppliers Mar08
Toshiba – Box Film -Need to beat actual prices Lelio Apr 07- 200
from Epcos on Ceramic Epcos – 12M pcs Mar08
Toshiba- Disc – Need to keep competitive Lelio Apr 07- 1.4M
prices vrs. Chinese suppliers Mar08
AVX BRAZIL – MP08 5
 FY08 MP Top 10 Key Elements Brazil #3

Brazil WHO WHEN $K/YR

HL – Varistors $140K (Qualify), SMD Ceramics Marco Apr 07- 270
$50K, Spinguard $30K, Disc $50K Mar08
Itautec – KED- Resistor Array $50K-Better Marco Apr 07- 100
leadtime , SMD Ceramics $50K Mar08
Ciclotron -Box Film $40, better leadtime & Marco Apr 07- 190
prices, Disc $ 150K Mar08
Invensys-Disc $70K, Spinguard $70K, Varistor Marco Apr 07- 100
$70K - Qualify Mar08
APC -Safety Disc $70K, Varistor $30K Marco Mar-07 100
Visiontec- Box FILM $75K – Prices Epcos, Disc Marco Apr 07- 195
$60K, and SMD Ceramics Mfg $60K Mar08
Walita Philips – Disc $50K Marco Apr 07- 50
Mar08

AVX BRAZIL – MP08 6

 FY08 MP Top 10 Key Elements US/ICO

US I/CO WHO WHEN $K/YR

Lutron Continue supplying Disc Galo APR-07 ????
Itron – Continue supplying Discs – No past dues Galo APR-07 500
and quality issue……
Digi Key and other Distributors- Need to put T.Piver JUL-06 200
inventory in Shelves

AVX BRAZIL – MP08 7

FY08 MP Top 10 Key Elements Dist. FOB US
Brazil WHO WHEN $K/YR
FUTURE FOB Eduardo APR-07 600
Disc & SMD Eduardo APR-07 200
Tantalum Eduardo APR-07 200
KEC Eduardo APR-07 100
ELCO Eduardo APR-07 100
AVNET FOB 500
Disc & SMD Eduardo APR-07 200
Tantalum Eduardo APR-07 150
KEC Eduardo APR-07 75
ELCO Eduardo APR-07 75

AVX BRAZIL – MP08 8

 FY08 Possible Upsides/Downsides Sales

UPSIDES (NOT IN MP) DOWNSIDES ( IN MP)

INCR SALES DECR SALES
DESCRIPTION ($K) DESCRIPTION ($K)
 Connector Elco 80 ways  $1.7M Sales
 Kyocera Crystals Marelli  $200K Sales    
 Intercompany US Disc  $????KSales    
 Samsumg MN Disc  $ 100K Sales    
 Sony MN Disc $ 100K Sales    

 Kimball Discs $400K Sales    

Disc to World Wide APC  $300K Sales    
 GPS Electronic Devices
Built in Brazil- Automotive $??????    
 Elco Connectors SVDO,  $??????    
TOTAL  $2.8MSales TOTAL  $

AVX BRAZIL – MP08 9

 Market Projections for 2006
TVs DVDs
Mpcs -10% Mpcs 36%
12 10.0 9.0
10
10 9
8.5 8.0
7.4 6.6
8
6.0
6 5.1 4.9 5.3 4.4
4.7
4.1 4.0 3.0
4
1.9
2.0 1.2
2 0.6
0.0 0.2
0 0.0
1999 2000 2001 2002 2003 2004 2005 2006 2007 1999 2000 2001 2002 2003 2004 2005 2006 2007

Mobile Phones Automobiles

Mpcs 4% Mpcs 10%
80.0 3.5
70.0 62.5 65.0 3.0 2.8
55.0 2.4 2.6
60.0
2.5 2.2
50.0 42.0 1.8 1.8 1.9
2.0 1.7
40.0
28.3 1.4
30.0 1.5
18.7 16.3 19.8
20.0 1.0
9.3
10.0 0.5
0.0
0.0
1999 2000 2001 2002 2003 2004 2005 2006 2007
1999 2000 2001 2002 2003 2004 2005 2006 2007

AVX BRAZIL – MP08 10

 Market Projections for 2006
Charger Ballasts
Mpcs 10% Mpcs 9%
40 20.0 18.0
33.1 32.1 16.5
35
28 16.0 13.5 14.1
30 25.5 12.0
25 12.0 10.7
18.6 9.6
20 16.4 7.3
8.0
15 10.9 10.7 9.3
10 3.2
4.0
5
0 0.0
1999 2000 2001 2002 2003 2004 2005 2006 2007 1999 2000 2001 2002 2003 2004 2005 2006 2007

Monitors Personal Computers

Mpcs 24% Mpcs 19%
10.0 10.0
7.8
8.0 8.0 7.5
6.3 6.3
6.0 5.4 6.0
5.5
4.2 4.5
3.7 4.0 4.0
3.5 3.5
4.0
2.7 3.0 4.0 3.0
2.0 1.9
2.0 2.0

0.0 0.0
1999 2000 2001 2002 2003 2004 2005 2006 2007 1999 2000 2001 2002 2003 2004 2005 2006 2007

AVX BRAZIL – MP08 11

Shipments Summary Total Business Brazil MP08 $K

Shipments FY06 Change FY07 A/F Change MP08 Change

CERAMICS 7,598 39% 5,613 -26% 7,479 33%

ADVANCED 129 -72% 47 -64% 0 -100%

TANT 364 -10% 440 21% 393 -11%

KDP 66 49% 53 -20% 85 62%

KEC 79 -81% 117 49% 16 -86%

ELCO 134 129 -4% 34 -73%

TOTAL TRADE LOCAL 8,370 23% 6,398 -24% 8,008 25%

NOKIA 1,808 -76% 0 -100% 0

TOTAL TRADE LOCAL W/Nokia 10,179 -30% 6,398 -37% 8,008 25%

I/CO 873 3% 1,177 35% 1,533 30%

TOTAL BRAZIL P&L 11,052 -28% 7,576 -31% 9,541 26%

FOB SALES 3,439 - 10,946 218% 13,094 7%

GRAND TOTAL BRAZIL 14,491 -5% 18,522 28% 21,235 15%

AVX BRAZIL – MP08 12

 Shipments MP08 BIZ Detail Local $K

FY06 FY07 MP08 DIF.  

PRODUCT
ACT A/F MP KUSD Comments
CERAMIC 7,597 5,613 7,478 1,865  
SMD 2,382 1,193 1,978 785 Sony, Arrow, CCE, Sanyo
LEADED 393 348 475 126 Samsung (Spinguards)
DISC 4,533 3,673 4,299 626 CCE, Arrow, APC, HL
SPECIALTY 31 61 42 -19 Redacomp
FILM 258 338 685 347 Toshiba, Ciclotron, Jabil IBE
TANTALUM 364 440 393 -46  
SMD 225 151 230 79 Arrow, Marelli
LEADED 94 257 112 -145 Redacomp
BIDDEFORD 46 32 51 20 CCC
ADVANCED 130 47 1 -46 Alstom
KDP 66 53 85 33 Itautec
KEC 79 117 16 -101 SVDO FOB
ELCO 134 129 34 -94 SVDO FOB
TOTAL 8,370 6,398 8,008 1,610 25%

AVX BRAZIL – MP08 13

Shipments MP08 Detail FOB Customers $K
FOB FY07 FY08
CUSTOMERS YTD MP
CELESTICA 33 25
FLEXTRONICS 280 393
JABIL (MG) 2,262 NA
JCI 42 50
MOTOROLA 105 NA
SANMINA SCI 71 NA
SIEMENS PR 110 200
SIEMENS-VDO 28 306
SOLECTRON 16 NA
ELCOTEQ 33 NA
JABIL-CELLON 104 NA
NOKIA 6,494 11,000
SIEMENS BENQ 535 20
TOP 10 SUBTOTAL 10,114 11,994
DISTY FOB 832 1,100
TOTAL 10,946 13,094

AVX BRAZIL – MP08 14

Shipments MP08 Detail I/CO Discs $K

AVX BRAZIL – MP08 15

Shipments QTR. MP08 BIZ Detail Local $K
FY 07 FY 08 MP
PRODUCT
Q1 ACT Q2 ACT Q3 RF Q4 RF Q1 Q2 Q3 Q4
CERAMIC 2,054 1,601 927 1,031 1,843
79%
2,014
9%
1,877 1,744 -7%
-7%
SMD 585 297 137 174 492
182%
535
9%
499 452 -9%
-7%
LEADED 72 100 87 89 121
36%
125
3%
121 109 -10%
-3%
DISC 1,275 1,101 625 672 1,05056% 1,166
11%
1,074
-8%
1,008 -6%
SPECIALTY 11 15 17 18 11
-40%
11
0%
11 11 0%
0%
FILM 111 89 61 78 170
118%
177
4%
173 165 -5%
-2%
TANTALUM 82 92 102 164 113
-31%
98
-13%
109 74 -32%
12%
SMD 37 46 26 42 72
71%
52
-29%
66 41 -38%
28%
LEADED 28 46 76 107 28 -74%
33
20%
30 21 -32%
-8%
BIDDEFORD 17 0 0 15 13
-13%
13
0%
13
0%
13 0%
ADVANCED 1 13 10 23 0
-99%
0
0%
0 0 0%
0%
KDP 16 15 8 14 29
104%
20
-33%
19 18 -9%
-2%
KEC 25 26 29 38 4
-90%
5
33%
5 3 -32%
-6%
ELCO 37 36 28 27 8
-72%
10
33%
10
-6%
7 -32%
TOTAL 2,215 1,783 1,103 1,297 1,99654% 2,146
8%
2,020 1,846 -9%
-6%

AVX BRAZIL – MP08 16

 Shipments MP08 BIZ Local $K

TOTAL FY06 FY07 ACT+RF FY08 MP

BRAZIL

CERAMIC 7,598 5,613 33% 7,479 33%

ADVANCED 129 47 -100% 0 -100%

TANTALUM 364 440 -11% 393 -11%

KDP 66 53 62% 85 62%

KEC 79 117 -86% 16 -86%

ELCO 134 129 -73% 34 -73%

TOTAL 8,370 6,398 25% 8,008 25%

AVX BRAZIL – MP08 17

 Shipments MP08 Region / Rep Local $K

TOTAL BRAZIL FY07 ACT+RF FY08 MP

White Goods & Telecom 680 1,211 78%

-Central/South- Marco

Automotive- Renato 522 447 -14%

North Manaus-Lelio 3,670 3,991 9%

North Manaus- Mauro 76 486 537%

Distribution- Eduardo 1,450 1,875 29%

TOTAL 6,398 8,008 25%

AVX BRAZIL – MP08 18

 Top 10 Customers MP08 $K

TOP 10 FY05 FY06 FY07 FY08

CUSTOMERS ACT ACT R/F MP
CCE 1,027 2,858 178% 1,478 -48% 1,787 21%
TOSHIBA 979 1,401 43% 1,371 -2% 1,437 5%
JABIL IBE 745 577 -23% 546 -5% 598 9%
SIEMENS-VDO 239 167 -30% 161 -4% FOB
INVENSYS 112 110 -2% 160 45% 214 34%
CICLOTRON 28 110 290% 152 38% 188 24%
KOSTAL 19 84 353% 113 34% 189 68%
MARELLI 108 181 68% 108 -40% 106 -2%
HL 23 84 262% 88 5% 270 207%
VISIONTEC 14 64 351% 88 38% 201 129%
TOP 10 SUBTOTAL 3,294 5,636 71% 4,264 -24% 4,989 17%
OTHER 2,728 1,400 -49% 679 -51% 1,144 68%
DISTY 768 1,335 74% 1,455 9% 1,875 29%
TOTAL 6,789 8,370 23% 6,398 -24% 8,008 25%

AVX BRAZIL – MP08 19

 Top Local Distributors

DISTRIBUTORS FY06 ACT FY07 FY08 MP

ACT+R/F

REDACOMP 724 640 -12% 438 -31%

SOLUCAO 212 393 85% 536 36%

VOLTTS 192 248 29% 346 39%

ARROW 90 53 -41% 476 796%

RADIO EMEGE 87 110 26% 79 -28%

KARIMEX 29 11 -62% 0 -100%

TOTAL DISTY 1,335 1,455 9% 1,875 29%

AVX BRAZIL – MP08 20

 Top OEM Customers - CCE

BUSINESS UNIT FY06 ACT FY07 FY08 MP

A/F MP
33%
CERAMICS 2,858 1,340 3,211 1,787
ADVANCED 0 0 0 0
TANTALUM 0 0 0 0
KDP 0 0 0 0
KEC 0 0 0 0
ELCO 0 0 0 0
33%
TOTAL 2,858 1,340 3,211 1,787

BUSINESS CONDITIONS: Brazilian manufacturer of TVs, DVDs and Audio. We supply Ceramic
Discs and SMD ceramic capacitors for all lines of products.

KEY ACTIONS: Maintain our share, and increase if possible our share of SMD Ceramics and Disc.
Need to start selling Tantalum. Need to sell other Products such as KED Products for DVD´s.
NEEDS: Keep constant visits to engineering Dept. obtain competitive prices compared to Epcos and
Eagle. Need to Homologate Tantalum- Oxicap.

AVX BRAZIL – MP08 21

 Top OEM Customers - Toshiba

BUSINESS UNIT FY06 ACT FY07 FY08 MP

A/F MP
CERAMICS 1,401 1,371 1,580 1,437 5%
ADVANCED 0 0 0 0
TANTALUM 0 0 0 0
KDP 0 0 0 0
KEC 0 0 0 0
ELCO 0 0 0 0
TOTAL 1,401 1,371 1,580 1,437 5%

BUSINESS CONDITIONS: Biggest Brazilian manufacturer of TVs, in 2005 produced 1.6M TVs and
have an expectation to produce 1.8M in 2006. They also produce DVD´s and Audio Equipment.
Currently we supply 100% disc ceramics. We have supplied SMD and Box Film in the past, but prices
got too bad and we gave up on these items.
KEY ACTIONS: Pay attention because a lot of Chinese manufacturer (Capatronics and ATC) are
offering ceramic capacitors with prices a lot lower than ours. Need to visit engineering department to
design in products and start selling more AVX products besides discs.
NEEDS: Visit more often engineering department with FAE. Try to sell more AVX products .

AVX BRAZIL – MP08 22

 Top OEM Customers - Jabil IBE
BUSINESS UNIT FY06 ACT FY07 FY08 MP
A/F MP
CERAMICS 577 546 1,165 598 9%

ADVANCED 0 0 0 0
TANTALUM 0 0 0 0
KDP 0 0 0 0
KEC 0 0 0 0
ELCO 0 0 0 0
TOTAL 577 546 1,165 598 9%

BUSINESS CONDITIONS: Jabil IBE bought Old Philco company at the end of the last year . Philco
was an old Brazilian manufacturer of TVs, DVD´s and Audio. It was recently purchase by Gradiente.
They produced 880k TVs, 390k DVD´s and No Audio for 2005. Currently we supply Disc and SMD
ceramics and 1 item of Box Film.
KEY ACTIONS: We are qualifying 4 switch mode Disc Capacitors to substitute Murata’s. Increase our
share of SMD Ceramics, which currently is 40%, verifying with buyer the target price of their main
supplier, Eagle.
NEEDS: Meet the target price of the SMD ceramics. Visit Engineering Department with FAE. Need to
sell more AVX Products.

AVX BRAZIL – MP08 23

 Top OEM Customers - SVDO

BUSINESS UNIT FY06 ACT FY07 FY08 MP

A/F MP
CERAMICS 25 15 37 0
ADVANCED 0 0 0 0
TANTALUM 11 2 13 0
KDP 0 0 0 0
KEC 58 33 0 0
ELCO 73 46 128 0
TOTAL 167 96 178 0

BUSINESS CONDITIONS: This Siemens Plant is located S.Paulo area and there is also a plant in
Manaus that was recently installed. They manufacture clusters and auto radios. This Siemens plant
has also gotten the RECOF approval so they do not pay taxes on imports since they will export all
their production . We are currently selling to them Connectors and Box Film and some SMD
Tantalum. Siemens-VDO has started producing auto-radios in Manaus (200kunits/year).
KEY ACTIONS: Need to increase share in Elco Connectors, Box Film and Tantalums and other AVX
Products. Big Opportunities with this customer. Need to get in the Design in since they are doing
design in in Brazil.
NEEDS: Need to visit Engineering Department with FAE more often and need to participate in Design
In. Need to support on good Transfer Prices to compete against EPCOS.

AVX BRAZIL – MP08 24

 Top OEM Customers - Invensys
BUSINESS UNIT FY06 ACT FY07 FY08 MP
A/F MP
CERAMICS 110 159 106 214 34%

ADVANCED 0 0 0 0
TANTALUM 0 0 0 0
KDP 0 0 0 0
KEC 0 0 0 0
ELCO 0 0 0 0
TOTAL 110 159 106 214 34%

BUSINESS CONDITIONS: Invensys is a CEM and has plants in Sao Paulo, where they assembly
electronic panels for white good products and great part to Multibras, part of Whirpool group. Need to
finish qualifying All Varistors and start supplying to them.
Engineering is based in Sao Paulo, but AVL for most of the items must be approved at Multibras first.
Plant also in Manaus (North) and Rio Grande do Sul (South).

KEY ACTIONS: They have a high volume of items and we have received BOM with SMD ceramics,
Box Films, Varistors and Discs, and we have done crosses. Samples are under qualifications .

NEEDS: Keep pushing Multibras engineering to give green light to Invensys start using AVX varistors
already approved at Multibras, then provide quote and start commercial negotiation with Invensys.

AVX BRAZIL – MP08 25

 Top OEM Customers - Ciclotron
BUSINESS UNIT FY06 ACT FY07 FY08 MP
A/F MP
CERAMICS 110 152 121 188 24%

ADVANCED 0 0 0 0
TANTALUM 0 0 0 0
KDP 0 0 0 0
KEC 0 0 0 0
ELCO 0 0 0 0
TOTAL 110 152 121 188 24%

BUSINESS CONDITIONS: New Customer -They manufacture Music Equipment . Negotiation and
approvals can be done locally. Design of new products is done locally.

KEY ACTIONS: This customer has many opportunities and can be easily US$250K per year customer.
We have been qualified to start selling Film and we are waiting for the order since presently they are
buying from EPCOS.

NEEDS: FAE support to visit Engineering Department at Ciclotron and identify more opportunities –
We have received BOM and need to finishd crosses and need to get samples and get more AVX
products approved……

AVX BRAZIL – MP08 26

 Top OEM Customers - Kostal

BUSINESS UNIT FY06 ACT FY07 FY08 MP

A/F MP
CERAMICS 63 94 89 127 36%

ADVANCED 0 0 0 0
TANTALUM 21 11 37 62 457%

KDP 0 0 0 0
KEC 0 0 0 0
ELCO 0 0 0 0
TOTAL 84 105 125 189 81%

BUSINESS CONDITIONS: They manufacture the Window Control Mechanism, Keyless Entry
System, Comfort Module, and Clusters . Negotiation and approvals can be done locally. Design of
new products is done locally.
KEY ACTIONS: This customer has many opportunities and can be easily US$350K per year
customer. We are selling Soft Termination Ceramic SMD and are very happy and want to convert all
SMD to Soft Termination. They are also very interested in using Oxicaps to replace their Aluminum.

NEEDS: FAE support to visit Engineering Department at Kostal and identify more opportunities –
Work with them on Design IN.

AVX BRAZIL – MP08 27

 Top OEM Customers - Marelli

BUSINESS UNIT FY06 ACT FY07 FY08 MP

A/F MP
CERAMICS 2 2 1 46 1933%
ADVANCED 0 0 0 0
TANTALUM 126 45 208 39 -13%
KDP 42 27 57 18 -34%
KEC 0 0 0 0
ELCO 12 4 8 3 -9%

TOTAL 181 78 274 106 36%

BUSINESS CONDITIONS: WW AVX Customer. Automotive Market. Located near S.Paulo area.
They manufacture clusters and electronic fuel injection.
KEY ACTIONS: Europe needs to help us to increase our share in Brazil since all qualifications and
negotiations are done in Europe. They are very interested in buying more Tantalum and Oxicaps. Big
Opportunities with this customer. Interested in buying Elco Connectors 80 pins $1.7M year business.
They are interested in increasing share of Crystals and buying through the US instead of Europe. We
need to get into Marelli Electronics who makes clusters and auto radios.
NEEDS: Need to visit Engineering Department and try to qualify and sell more AVX Products. Need
to be present in negotiations. FAE Need to be present in Design in.

AVX BRAZIL – MP08 28

 Top OEM Customers - HL

BUSINESS UNIT FY06 ACT FY07 FY08 MP

A/F MP
CERAMICS 84 88 250 270 207%
ADVANCED 0 0 0 0
TANTALUM 0 0 0 0
KDP 0 0 0 0
KEC 0 0 0 0
ELCO 0 0 0 0
TOTAL 84 88 250 270 207%

BUSINESS CONDITIONS: HL manufactures goods for the White Goods and belongs to the TECHINVEST Group
division . Other companies of the group are Visiontec (Satellite Receiver), Tecplam (Anti-theft system), Cliptech
(Relays) and Karimex (Distributor). Located in S. Paulo Area.

KEY ACTIONS: They are presently buying SMD Ceramics and Discs and we need to see if they can start buying more
SMD´s and Box Film and other AVX Products. Varistors were approved at Multibrás (Whirpool group) and we will press
them to get these new orders.

NEEDS: Need to go visit their Engineering Department in all the different companies of the group to start selling more
AVX Product. Good Opportunity with this customer. Working to schedule new visit with FAE to Multibras to check
about other components to be approved as a big disc list that Multibras sent only to FAE make crosses and provide
samples!!! We will visit also HL factory to see other opportunities.

AVX BRAZIL – MP08 29

 Top OEM Customers - Visiontec

BUSINESS UNIT FY06 ACT FY07 FY08 MP

A/F MP
CERAMICS 64 87 55 201 130%
ADVANCED 0 0 0 0
TANTALUM 0 0 0 0
KDP 0 0 0 0
KEC 0 0 0 0
ELCO 0 0 0 0
TOTAL 64 87 55 201 130%

BUSINESS CONDITIONS: They produces the satellite receivers in Manaus, using Tecplam structure, however
developments and approvals are done at Jacarei – SP. Purchasing is handled by Cliptech, another company of the
group.

KEY ACTIONS: Visiontec director had asked already purchasing to place orders for all Box Films, but we are facing
some problems with purchasing manager that belongs to Cliptech, other company of the group, and is the responsible
to place the purchasing programs. Get prices and samples for the two crystals they use (EAU 450K) and orders for the
safety, termistors and SMD Ceramic all approved.

NEEDS: Keep pushing Cliptech purchasing to place programs for the new items approved and keep up good
relationship with the Visiontec director to resolve this. FAE needs to visit Engineering depart and participate of Design
In.

AVX BRAZIL – MP08 30

 FY08 MP Top 10 Key Elements

Element WHO WHEN $K

Increase Sales through Distribution FOB-Arrow,  Eduardo  Eduardo  
Future, Avnet
  Increase ELCO Connector Sales in Brazil FOB  Renato  Renato  
SVDO/Marelli/ Bosch
 Increase Sales ICO US through US Distributors Piver Piver  
  Disc Training US and Europe Distributors and REPS Galo Galo  

 Increase Sales in South Brazil and North Brazil  

Manaus- Japanese customers – Samsung, LG, Mauro Mauro
Panasonic, Sony, Sanyo
     
Need a Business Plan and Strategy to grow A&R A&R
business in Brazil
  Marketing Role needs to improve- more analysis of Galo & Galo &  
market needs to be done...... Andre & Andre &
A&R A&R

AVX BRAZIL – MP08 31