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尚普咨询：2023年电容器行业现状与挑战

2024-07-18 08:26:24 Source: Champ Consulting Visits:0

1. market size

According to data from the Champ Consulting Group,2022年全球电容器市场规模约为350亿美元，其中陶瓷电容器占比约为50%，铝电解电容器占比约为30%，薄膜电容器占比约为8%，钽电解电容器占比约为7%。在2023-2028年期间，全球电容器市场规模将以4.1%的复合增长率增长。

其中，薄膜电容器市场规模增长最快，预计到2023The end of the year will reach32亿美元，复合增长率为10.2%。主要驱动因素是新能源领域的快速发展，尤其是新能源车、光伏和风电等对高压、高频、高可靠性的薄膜电容器的需求增加。

从区域分布来看，中国是全球最大的电容器市场，占比约为40%, is expected2023The end of the year will reach45%。中国的电容器市场受益于国内新能源产业的政策支持和技术进步，以及国内外市场的需求拉动。

二、技术水平

目前，全球主要生产薄膜电容器的企业有日本松下、尼吉康和TDK，美国KEMETandVishay, EuropeEPCOSandWIMA等。这些企业在技术研发、生产工艺、产品质量等方面都有着较强的竞争力。

在技术方面，主要体现在以下几个方面：

介质材料：目前主要使用聚丙烯（PP）和聚酯（PET）作为介质材料，其中PP具有良好的自愈性和高可靠性，适用于高压、高频的应用场合；PET具有较高的介电常数和较低的成本，适用于低压、小型化的应用场合。未来的发展方向是开发新型的高分子材料，如聚酯酰亚胺（PEN）、聚苯硫醚（PPS）等，以提高介质性能和降低成本。

金属化膜：金属化膜是在真空中将高纯度金属加热气化、蒸发并沉积在介质薄膜上，形成具有导电性能的复合材料。金属化膜的关键工序是蒸镀和分切，影响其性能的因素有金属种类、厚度、分布均匀度、边缘效应等。目前主要使用铝、锌等金属，未来的发展方向是开发新型的金属或合金，如银、铜、镍等，以提高导电性能和耐热性能。

元件设计：元件设计主要涉及极板形状、引线方式、内熔丝配置等方面。目前主要采用凸箔式带折边的结构，以改善极板边缘的电场分布，提高产品的电气性能和运行可靠性。未来的发展方向是优化元件结构，减小元件尺寸，提高元件容量。

生产工艺：生产工艺主要包括机加工工艺、元件卷制工艺、真空浸渍工艺和油处理工艺等。目前主要采用全自动高压电容器元件卷绕机和真空干燥浸渍系统，以提高生产效率和产品质量。未来的发展方向是引进先进的设备和技术，提高生产自动化程度和智能化水平。

三、供需状况

目前，全球薄膜电容器供需状况呈现出以下特点：

基膜供应紧张：由于新能源行业对超薄型电容薄膜的需求增加，而全球范围内新能源用超薄薄膜生产商设备供应不足，导致基膜供应出现结构性紧张问题。预计基膜供需缺口短期仍存在，2023年或有所缓解。

产品结构调整：由于新能源领域对高压、高频、高可靠性的薄膜电容器的需求增加，而传统领域如家电、照明等对低压、低频、小型化的薄膜电容器的需求减少，导致产品结构出现调整。预计未来新能源领域将成为薄膜电容器行业增长的新引擎。

价格上涨趋势：由于原材料价格上涨、环保成本增加、市场需求增加等因素，导致薄膜电容器价格出现上涨趋势。预计未来随着供需平衡和技术进步，价格上涨幅度将有所收窄。

四、竞争格局

目前，全球薄膜电容器行业竞争格局如下：

日本企业占据主导地位：日本企业在技术研发、生产规模、市场占有率等方面都有着较强的优势，尤其是在车用电容薄膜领域，日本东丽株式会社占据了超过70%的市场份额。日本企业的主要竞争对手是美国和欧洲的企业，如KEMET、Vishay、EPCOSWait.

中国企业迎头赶上：中国企业在电容器行业起步较晚，技术水平和产品质量与国际先进水平还有一定差距，但近年来通过引进技术和设备、加大研发投入、拓展新能源市场等措施，逐步提升了自身的竞争力。目前，中国的主要电容器生产企业有法拉电子、江海股份、铜峰电子、南洋科技等，其中法拉电子是国内最大的薄膜电容器生产商，全球薄膜电容器市场排名第三，仅次于日本松下和尼吉康。

新兴国家崛起：除了日本、美国、欧洲和中国等传统的电容器生产国家外，一些新兴国家也开始涌现出一批具有潜力的电容器生产企业，如韩国的三星电机、印度的Jain Capacitors等。这些企业通过低成本、灵活定制、快速响应等优势，逐渐赢得了一些市场份额，对传统的电容器生产企业形成了一定的挑战。

五、尚普咨询集团观点和建议

According to data from the Champ Consulting Group,2023年电容器行业将面临以下几个方面的挑战：

环境保护压力：随着全球对环境保护意识的提高，电容器行业也需要遵守更加严格的环境标准和法规，如限制有害物质的使用、提高能效要求、减少废弃物排放等。这些措施将给电容器生产企业带来更高的成本和风险。

技术创新需求：随着新能源领域对电容器性能和质量的要求不断提高，电容器行业需要不断进行技术创新和改进，以满足市场需求。这些技术创新包括开发新型的介质材料、金属化膜、元件结构等，以提高电容器的容量、耐压、耐温、寿命等指标。

市场竞争激烈：随着全球电容器市场规模的扩大，各国电容器生产企业之间的竞争也越来越激烈。这些竞争不仅体现在价格上，还体现在产品质量、服务水平、品牌影响力等方面。因此，电容器生产企业需要不断提升自身的核心竞争力，以应对市场变化。

针对以上挑战，尚普咨询集团给出以下几点建议：

加强环境管理：电容器生产企业应该加强对环境保护的重视，遵守相关的法律法规，采取有效的措施，减少对环境的污染和影响。同时，也应该积极开发和推广绿色、环保的电容器产品，如无溶剂浸渍、无卤素阻燃等，以提高产品的市场竞争力。

加大研发投入：电容器生产企业应该加大对技术研发的投入，加强与高校、科研机构、行业协会等的合作，引进和培养高素质的技术人才，不断创新和改进电容器的技术水平，以满足新能源领域的需求。

加强市场开拓：电容器生产企业应该加强对市场的分析和预测，及时把握市场动态和趋势，制定合理的市场策略，拓展新的市场领域和客户群体，提高产品的市场占有率和品牌影响力。同时，也应该加强与下游用户的沟通和合作，提供优质的产品和服务，增强用户的信任和满意度。

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