1. market size

According to data from the Champ Consulting Group,2022The size of the global capacitor market in350billion, of which ceramic capacitors account for approximately50%The proportion of aluminum electrolytic capacitors is about.30%, the proportion of film capacitors is about.8%The proportion of tantalum electrolytic capacitors is about.7%. In2023-2028During the year, the size of the global capacitor market will be4.1%compound growth rate.

Among them, the film capacitor market size is the fastest growing, is expected.2023The end of the year will reach32billion dollars, with a compound growth rate10.2%. The main driving factor is the rapid development of new energy fields, especially the increasing demand for high-voltage, high-frequency, and high-reliability film capacitors such as new energy vehicles, photovoltaics and wind power.

In terms of regional distribution, China is the world's largest capacitor market, accounting for about40%, is expected2023The end of the year will reach45%. China's capacitor market has benefited from the policy support and technological progress of the domestic new energy industry, as well as the demand pull of domestic and foreign markets.

2. technical level

At present, the world's major producers of film capacitors are Japan's Panasonic, Nikkon andTDK, the United StatesKEMETandVishay, EuropeEPCOSandWIMAWait. These enterprises have strong competitiveness in technology research and development, production technology, product quality and so on.

In terms of technology, it is mainly reflected in the following aspects:

Media material: At present, polypropylene (PP) and polyester (PET) as a dielectric material, wherePPWith good self-healing and high reliability, it is suitable for high-voltage and high-frequency applications;PETWith high dielectric constant and low cost, it is suitable for low voltage and miniaturization applications. The future development direction is to develop new polymer materials, such as polyester imide (PEN), polyphenylene sulfide (PPS), etc., to improve media performance and reduce costs.

Metallized film: Metallized film is a high-purity metal heating vaporization in vacuum, evaporation and deposition on the dielectric film, forming a composite material with conductive properties. The key processes of metallized film are evaporation and slitting, and the factors affecting its performance are metal type, thickness, distribution uniformity, edge effect and so on. At present, aluminum, zinc and other metals are mainly used, and the future development direction is to develop new metals or alloys, such as silver, copper, nickel, etc., to improve electrical conductivity and heat resistance.

Component design: Component design mainly involves the shape of the plate, lead mode, internal fuse configuration and so on. At present, the structure of convex foil with folded edge is mainly used to improve the electric field distribution at the edge of the polar plate and improve the electrical performance and operation reliability of the product. The future development direction is to optimize the component structure, reduce the component size and improve the component capacity.

Production process: The production process mainly includes machining process, component rolling process, vacuum impregnation process and oil treatment process. At present, the automatic high-voltage capacitor component winding machine and vacuum drying impregnation system are mainly used to improve production efficiency and product quality. The future development direction is to introduce advanced equipment and technology to improve the level of production automation and intelligence.

3. supply and demand situation

At present, the global film capacitor supply and demand situation presents the following characteristics:

The supply of base film is tight: due to the increased demand for ultra-thin capacitor film in the new energy industry, and the global supply of equipment for new energy ultra-thin film manufacturers is insufficient, resulting in structural tension in the supply of base film. The gap between supply and demand for basement membrane is expected to remain in the short term,2023years or some mitigation.

Product structure adjustment: Due to the increased demand for high-voltage, high-frequency, and high-reliability film capacitors in the new energy field, while the demand for low-voltage, low-frequency, and miniaturized film capacitors in traditional fields such as home appliances and lighting has decreased, resulting in product structure adjustment. It is expected that the new energy field will become a new engine for the growth of the film capacitor industry in the future.

Price rising trend: Due to factors such as rising raw material prices, increased environmental protection costs, and increased market demand, the price of film capacitors has shown an upward trend. It is expected that the price increase will narrow in the future with the balance of supply and demand and technological progress.

4. competition pattern

At present, the global film capacitor industry competition pattern is as follows:

Japanese companies occupy a dominant position: Japanese companies have strong advantages in technology research and development, production scale, market share, etc., especially in the field of automotive capacitor films, Japan Toray Co., Ltd. occupies more70%market share. The main competitors of Japanese enterprises are American and European enterprises, suchKEMET、Vishay、EPCOSWait.

Chinese enterprises catch up: Chinese enterprises started late in the capacitor industry, and there is still a certain gap between the technical level and product quality and the international advanced level, but in recent years, through the introduction of technology and equipment, increase investment in research and development, expand the new energy market and other measures, gradually enhance their competitiveness. At present, China's major capacitor manufacturers are Farah Electronics, Jianghai shares, Tongfeng Electronics, Nanyang Technology, etc., of which Farah Electronics is the largest film capacitor manufacturer in China, the global film capacitor market ranks third, second only to Japan's Panasonic and Nikkon.

The rise of emerging countries: in addition to Japan, the United States, Europe and China and other traditional capacitor production countries, some emerging countries have also begun to emerge a number of potential capacitor production enterprises, such as South Korea's Samsung motor, India'sJain CapacitorsWait. These companies have gradually won some market share through the advantages of low cost, flexible customization, and rapid response, which poses certain challenges to traditional capacitor manufacturers.

Views and Suggestions of 5. Champ Consulting Group

According to data from the Champ Consulting Group,2023The capacitor industry will face the following challenges:

Environmental protection pressure: With the global awareness of environmental protection, the capacitor industry also needs to comply with more stringent environmental standards and regulations, such as limiting the use of hazardous substances, improving energy efficiency requirements, and reducing waste emissions. These measures will bring higher costs and risks to capacitor manufacturers.

Technological innovation needs: With the continuous improvement of capacitor performance and quality requirements in the new energy field, the capacitor industry needs continuous technological innovation and improvement to meet market demand. These technological innovations include the development of new dielectric materials, metallized films, component structures, etc., to improve the capacity, withstand voltage, temperature resistance, life and other indicators of capacitors.

Fierce market competition: With the expansion of the global capacitor market, the competition among capacitor manufacturers in various countries is becoming more and more fierce. These competitions are not only reflected in price, but also in product quality, service level, brand influence and so on. Therefore, capacitor manufacturers need to continuously improve their core competitiveness to cope with market changes.

In response to the above challenges, Champ Consulting Group gives the following recommendations:

Strengthen environmental management: capacitor manufacturers should pay more attention to environmental protection, comply with relevant laws and regulations, and take effective measures to reduce environmental pollution and impact. At the same time, we should also actively develop and promote green and environmentally friendly capacitor products, such as solvent-free impregnation, halogen-free flame retardant, etc., to improve the market competitiveness of products.

Increase investment in research and development: capacitor manufacturers should increase investment in technology research and development, strengthen cooperation with universities, scientific research institutions, industry associations, etc., introduce and train high-quality technical personnel, and constantly innovate and improve the technical level of capacitors to meet the needs of the new energy field.

Strengthen market development: capacitor manufacturers should strengthen market analysis and forecasting, timely grasp of market dynamics and trends, formulate reasonable market strategies, expand new market areas and customer groups, and increase product market share and brand influence. At the same time, we should also strengthen communication and cooperation with downstream users, provide high-quality products and services, and enhance user trust and satisfaction.