Strong market demand highlights opportunities for domestic capacitor industry

In recent years, the concept of energy conservation and environmental protection has been deeply rooted in people's minds due to global energy, environmental pressure, and rising prices of production factors. The rapid development of emerging industries such as solar photovoltaic, wind power generation, energy-saving lamps, electric vehicles, hybrid vehicles, automotive electronics, and triple play, has brought new growth opportunities to the capacitor market, as well as capacitive elements and Manufacturing, suppliers put forward new requirements.

With the development of science and technology, especially the development of integrated circuits (ICs) and ultra-large-scale integrated circuits (VLSIs), the sustainability of the traditional aluminum electrolytic capacitors, whether the entire capacitor industry can continue to develop, and even there is no living space has attracted people's attention. However, since 1987, global capacitor production has increased at a rate of more than 20% each year, making this suspicion unsustainable.

Aluminum electrolytic capacitors have the unique advantages of large volume capacity, large electrostatic capacity, high specific capacitance, easy miniaturization, self-healing characteristics, and low price. Practice has proved that electrolytic capacitors have a strong vitality and irreplaceability. On the one hand, due to the appearance of IC, some small-capacity capacitors are integrated into the circuit. On the other hand, the development of ICs has greatly increased the operating frequency of the circuit system, resulting in electrolytic capacitors being replaced by other capacitors in some circuits. However, the power supply part of the IC circuit has always been inseparable from the electrolytic capacitor. In addition, the improvement of the performance of the electrolytic capacitor also extends its application field.

In recent years, electrolytic capacitors have made significant breakthroughs in many aspects and achieved a qualitative leap. Not only has its market share not shrunk, but on the contrary, its application areas have continuously expanded, showing rapid growth and ushering in many unprecedented development opportunities. China Electronic Component Industry Association Information Center Forecast: China's aluminum electrolytic capacitor market size will maintain a growth rate of 5%-9% in this year and the next year, but as the country vigorously advocates “energy-saving and emission reduction”, frequency conversion technology has been obtained in various fields of the national economy. More extensive applications, such as wind power, photovoltaic power generation represented by the green energy sector, in full swing rail transit construction also put a huge demand for aluminum electrolytic capacitors, these three major areas will become the main driver of high growth aluminum electrolytic capacitor industry force.

Super capacitors benefit from the rapid development of the new energy industry. As the new energy industry, especially the new energy automotive industry, develops rapidly, supercapacitors, which are the core power storage devices, have also entered a stage of rapid development. According to industry insiders, supercapacitors are today's most advanced energy storage devices. In the past, energy storage equipment was converted from electrical energy to chemical energy, and then converted from chemical energy to electrical energy. There was a loss of energy in two conversions. Supercapacitors were directly charged and discharged directly. The efficiency of charge and discharge was as high as 98%. Economic value was high. Only 70% of lead-acid batteries. The super-capacitor electric bus has become the best solution for the modernization of public transportation with the advantages of environmental protection, energy saving, and low cost. It is also a new force in aerospace, military, and environmental protection.

The current automobile power battery has the following four main types: the lead-acid battery is the most low-grade battery, and the pollution is heavy. Currently, it is only used for battery bikes; the nickel-hydrogen battery is the lower gear, the price is expensive, the mileage is very short, and the electric vehicle has no future. Somewhat better is the lithium iron phosphate battery, which is more expensive. Most of the electric vehicles are already in use, and the 100-120km one-time charge is needed. The hybrid engine of the gasoline engine needs to be started to extend the mileage, but the safety risk is greater; The super capacitor power battery is cheap, maintenance-free, and the charge-discharge cycle life of 10-500 thousand times will become the mainstream of the power battery.

Some industry sources said, "It is precisely because of the broad market prospects that more and more super-power companies are sparing no effort to open up the market." "It is foreseeable that the favorable era of super capacitors has arrived."

In addition, at the beginning of this year, China’s financial subsidy policy for private purchases of new energy vehicles was formally introduced. The new policy selected five cities, including Shanghai and Shenzhen, as pilots to start private subsidies for buying new energy vehicles. Plug-in hybrid passenger cars have the highest price per vehicle. Subsidy of 50,000 yuan; pure electric passenger car subsidies of up to 60,000 yuan each, which will become an opportunity for the further development of super capacitors.

"3.11" Japan's earthquake impact on China's capacitor market As Japan's major aluminum electrolytic capacitor companies Nichicon, Rubicon, and chemi-con are mostly concentrated in Fukushima and surrounding areas affected by the "3.11" Japan earthquake, many aluminum electrolytic capacitor factories The shortage of electricity and raw materials will indirectly affect the production of passive device factories. This effect may not be eliminated in the next 3-9 months.

Market factors have contributed to this, which has brought opportunities for China's capacitor industry. Capacitor orders originally scheduled for Japan have flowed to China, giving China's capacitor industry many opportunities, and China's aluminum electrolytic capacitors have become in short supply. We have seen that the passive components industry, which experienced the financial crisis and is out of stock in 2010, has gradually matured, and its ability to withstand risks has continued to increase. With the gradual accumulation of technology and market reserves, China's capacitor manufacturers in the face of major incidents more than a response to the emboldened, and try to grasp the replacement of the components brought about by more market opportunities; and distribution agents are no longer out of stock The extension of the delivery period will not be tolerated. To expand the product line and trim the business model to avoid risks is becoming more and more familiar.