TABLE OF CONTENTS
SECTION PAGE
INTRODUCTION ix
I. EXECUTIVE SUMMARY 1
II. MARKET ENVIRONMENT 4
General 4
Macroeconomic Outlook 4
Consumer Spending Patterns 8
Manufacturing Outlook 9
Plastic Resin Outlook 11
Competitive Materials 13
Market Trends 15
Pricing Trends 17
Regulatory & Environmental Issues 18
Recycling Activity 20
Foreign Trade 22
International Activity 24
III. RESINS 26
General 26
Acrylonitrile-Butadiene-Styrene 31
Markets 33
Producers & Capacity 38
Polycarbonate 41
Markets 43
Producers & Capacity 49
Nylon 52
Markets 54
Producers & Capacity 58
Thermoplastic Polyesters 62
Markets 64
Polybutylene Terephthalate 67
Polyethylene Terephthalate 70
Other Thermoplastic Polyesters 71
Polyphenylene Oxide 72
Markets 74
Producers 76
Polyacetal 77
Markets 78
Producers & Capacity 81
Fluoropolymers 82
Markets 84
Polytetrafluoroethylene 89
Fluorinated Ethylene Propylene 90
Other Fluoropolymers 91
Producers 93
Polysulfones 95
Markets 96
Producers 99
Polyimides 99
Markets 101
Producers 104
Polyphenylene Sulfide 104
Markets 106
Producers & Capacity 109
Other Engineered Plastics 110
Polyketones 111
Syndiotactic Polystyrene & Others 112
IV. MARKETS 114
General 114
Electrical & Electronic 116
Electrical & Electronics Sector Trends 117
Appliance Trends 120
Applications 121
Resins 125
Motor Vehicles 131
Motor Vehicle Trends 132
Applications 133
Resins 138
Consumer & Institutional 143
Applications 144
Resins 147
Construction 152
Building Construction Outlook 152
Applications 154
Resins 155
Industrial 158
Other Markets 162
Applications 162
Resins 164
V. INDUSTRY STRUCTURE 167
General 167
Market Share 168
GE Plastics 170
DuPont 171
Bayer 171
Dow Chemical 172
Ticona 172
Other Firms 173
Mergers & Acquisitions 174
Marketing Strategies 176
Channels of Distribution 178
Research & Development 179
Competitive Strategies 181
Cooperative Agreements 182
Company Profiles 186
AGC Chemicals Americas Incorporated, see Asahi
Glass Company Limited
Albis Plastic GmbH 187
ALM Corporation, see Polymeric Resources Corporation
AMETEK Incorporated 188
Arch Chemicals Incorporated 189
Asahi Glass Company Limited 190
Asahi Kasei Corporation 192
Asahi Thermofil Incorporated, see Asahi Kasei Corporation
Atofina Chemicals Incorporated, see Total SA
BASF AG 194
Bayer AG 198
Celanese AG 202
Chevron Phillips Chemical Company LLC 207
Custom Resins Incorporated, see Polymeric Resources
Corporation
Daikin Industries Limited 208
Dainippon Ink and Chemicals Incorporated 210
Degussa AG 211
DH Compounding Company, see Dow Chemical Company and
PolyOne Corporation
Dow Chemical Company 214
DSM NV 217
DuPont (EI) de Nemours 219
Dyneon LLC, see 3M Company
Eastman Chemical Company 224
EMS-Chemie Holding AG 226
Exatec LLC, see Bayer AG and General Electric
Fortron Industries Incorporated, see Celanese AG
GE Plastics, see General Electric Company
General Electric Company 228
Honeywell International Incorporated 234
Honeywell Plastics, see BASF AG
Inspec Foams Incorporated, see Degussa AG
Korea Engineering Plastics Company Limited, see
Celanese AG
Lati Industria Termoplastici SpA 236
Lawter International, see Eastman Chemical Company
LNP Engineering Plastics Incorporated, see General
Electric Company
Nylon Corporation of America 238
Plastics Engineering Company 239
Plexiglas, see Degussa AG
Polymeric Resources Corporation 240
PolyOne Corporation 241
Polyplastics Company Limited, see Celanese AG
Premier Polymers Incorporated, see Dainippon Ink and
Chemicals Incorporated
PTM Engineering Plastics Nantong Company, see
Celanese AG
RC Plastics Incorporated, see General Electric Company
ResinDirect North America, see PolyOne Corporation
Rhodia SA 244
Royal Dutch/Shell Group of Companies 246
RTP Company 247
Schulman (A.) Incorporated 248
Shell Chemical LP, see Royal Dutch/Shell Group
of Companies
Solutia Incorporated 250
Solvay SA 251
Spartech Corporation 255
3M Company 256
Ticona Incorporated, see Celanese AG
Toray Industries Incorporated 259
Total SA 261
Victrex plc 264
Wellman Incorporated 265
Westchester Plastics, see AMETEK Incorporated
WinTech Polymer Limited, see Celanese AG
Other Companies Mentioned in Study 266
LIST OF TABLES
TABLE NUMBER PAGE
SECTION I -- EXECUTIVE SUMMARY
Summary Table
3
SECTION II -- MARKET ENVIRONMENT
1 Macroeconomic Indicators 7
2 Personal Income & Spending Patterns 9
3 Manufacturers Shipments 11
4 US Plastic Resin Supply & Demand 13
5 Engineered Plastics Market Trends, 1993-2003 16
6 Engineered Plastics Pricing Trends 18
7 Foreign Trade in Engineered Plastics 24
SECTION III -- RESINS
1 Engineered Plastics Demand by Resin 29
2 Acrylonitrile-Butadiene-Styrene Demand 32
3 Acrylonitrile-Butadiene-Styrene Demand by Market 33
4 Acrylonitrile-Butadiene-Styrene Capacity, 2003 40
5 Polycarbonate Demand 42
6 Polycarbonate Demand by Market 43
7 Polycarbonate Capacity, 2003 51
8 Nylon Demand 53
9 Nylon Demand by Market 54
10 Nylon Capacity, 2003 61
11 Thermoplastic Polyester Demand 63
12 Thermoplastic Polyester Demand by Market 64
13 Polybutylene Terephthalate Capacity, 2003 69
14 Polyphenylene Oxide Demand 73
15 Polyphenylene Oxide Demand by Market 74
16 Polyacetal Demand 78
17 Polyacetal Demand by Market 79
18 Polyacetal Capacity, 2003 82
19 Fluoropolymers Demand 84
20 Fluoropolymers Demand by Market 85
21 Polysulfones Demand 96
22 Polysulfones Demand by Market 97
23 Polyimides Demand 101
24 Polyimides Demand by Market 102
25 Polyphenylene Sulfide Demand 106
26 Polyphenylene Sulfide Demand by Market 107
27 Polyphenylene Sulfide Capacity, 2003 110
28 Other Engineered Plastics Demand by Market 111
SECTION IV -- MARKETS
1 Engineered Plastics Demand by Market 115
2 Selected Electrical & Electronic Shipments 119
3 Appliance Shipments 121
4 Electrical & Electronic Markets for Engineered Plastic
by Application 124
5 Electrical & Electronic Markets for Engineered Plastics
by Resin 126
6 Motor Vehicle Trends 133
7 Motor Vehicle Markets for Engineered Plastics
by Application 134
8 Motor Vehicle Markets for Engineered Plastics by Resin 139
9 Consumer & Institutional Markets for Engineered
Plastics by Application 146
10 Consumer & Institutional Markets for Engineered
Plastics by Resin 147
11 Building Construction Expenditures 153
12 Construction Markets for Engineered Plastics by
Application 155
13 Construction Markets for Engineered Plastics by Resin 157
14 Industrial Markets for Engineered Plastics by Resin 161
15 Other Markets for Engineered Plastics by Application 164
16 Other Markets for Engineered Plastics by Resin 166
SECTION V -- INDUSTRY STRUCTURE
1 Selected Acquisitions & Divestitures 176
2 Selected Cooperative Agreements 184
LIST OF CHARTS
CHART NUMBER PAGE
SECTION II -- MARKET ENVIRONMENT
1 Engineered Plastics Market Trends, 1993-2003 16
SECTION III -- RESINS
1 Engineered Plastics Demand by Resin, 2003: Volume
Versus Value 30
2 Acrylonitrile-Butadiene-Styrene Demand by Market, 2003 34
3 Acrylonitrile-Butadiene-Styrene Capacity, 2003 41
4 Polycarbonate Demand by Market, 2003 44
5 Polycarbonate Capacity, 2003 51
6 Nylon Demand by Market, 2003 55
7 Nylon Capacity, 2003 62
8 Thermoplastic Polyester Demand by Market, 2003 65
9 Polybutylene Terephthalate Capacity, 2003 69
10 Polyphenylene Oxide Demand by Market, 2003 75
11 Polyacetal Demand by Market, 2003 79
12 Fluoropolymers Demand by Market, 2003 85
SECTION IV -- MARKETS
1 Engineered Plastics Demand by Market, 2003 116
2 Electrical & Electronic Markets for Engineered Plastics
by Application, 2003 125
3 Electrical & Electronic Markets for Engineered Plastics
by Resin, 2003 127
4 Motor Vehicle Markets for Engineered Plastics by
Application, 2003 134
5 Motor Vehicle Markets for Engineered Plastics by
Resin, 2003 140
6 Consumer & Institutional Markets for
Engineered Plastics by Application, 2003 146
7 Consumer & Institutional Markets for
Engineered Plastics by Resin, 2003 148
8 Construction Markets for Engineered Plastics
by Resin, 2003 157
9 Industrial Markets for Engineered Plastics by Resin, 2003 162
SECTION V -- INDUSTRY STRUCTURE
1 US Engineered Plastics Capacity, 2003 169
.