Global Market Outlook: Capacitor Foil

Transcription

1 Global Market Outlook: Capacitor Foil Paumanok Publications, Inc. 502 Ballad Creek Court Cary, NC USA (919) (919) Fax

2 Capacitors Foil: World Market Outlook: Copyright 2013 Paumanok Publications, Inc. Published by: Paumanok Publications, Inc. Publication Date: March 1, 2013 PAGES: 97 PRICE: $ USD Paumanok Publications, Inc. 502 Ballad Creek Court Cary NC, USA Customer Service: (919) ISBN# X (2013) It is our mission to empower manufacturers, distributors, OEM, EMS, financial institutions and governments with unbiased market research to protect their assets, build their wealth and prosper in goods times and bad. All rights reserved. Permission to reprint materials is expressly prohibited without the prior written consent of Paumanok Publications, Inc.. The accuracy of the data used is deemed reliable but not guaranteed. There is no assurance that past performance will be repeated in the future. 1

3 CAPACITOR FOIL: WORLD MARKET OUTLOOK Table of Contents 1.0 INTRODUCTION:... 9 About the Author:... 9 Research Methodology Employed: The Paumanok Research Methodology: Government Data Collection and Resources: Secondary Published Sources: Primary Intelligence Gathering: Fixed Capacitors and Their Respective Sub-Categories: FY The Capacitor Supply Chain: Mining of Raw Materials: Raw Materials Processing: Component Manufacturing: Component Distribution: End-Market Consumption: Recycling of Critical Materials: Technical Economic Maxims Related To Capacitors: The Two Technical Economic Maxims Associated with Capacitors: Ubiquitous Nature of Capacitors In Electrical and Electronic Circuits: Financial Considerations With Respect To This Report: The Fiscal Year Ending March 31, Currency Translation Volume, Value and Pricing Data: Global Economic Conditions and Outlook To Positive Market Indicators: Negative Market Indicators: TECHNOLOGY OVERVIEW: Introduction: Bauxite and Alumina: Recovery, Crushing, and Grinding Settling Precipitation Calcination Smelting Energy Costs Capacitor Foil Production Anode Foil Purity: Cathode Foil Purity: Foil Etching: Foil Forming: Anode Foils: Cathode Foils: Anode Foil Thickness: Voltage Across Terminals Dielectric Withstanding Voltage: Nominal Formation Voltage Rise Time Rise Time Voltage Hydration Process Hydration Resistance Test Rise Time after Hydration Process Dielectric Withstanding Voltage after Hydration Process

4 Initial Capacitance Capacitance after Hydration Process Tensile Strength (N/cm): Etched and Formed, Anode Foil, Low Voltage Etched and Formed, Anode Foil, Medium and High Voltage Variations In Foil Capacitance Between 85 and 105 Degrees C Unique Specifications for Photoflash Foils Etched Foil Specifications For Cathode Foil Roll Sizes: Electrolytic Capacitor Development: A Complex Process Best Practices In Cost Savings For Aluminum Electrolytic Capacitors: CAPACITOR FOIL MARKETS: FY : Introduction and Market Overview: FY 2012 and FY Global Market Value & Volume For Etched Capacitor Foils: FY 2012 and FY Captive and Merchant Markets for Etched and Formed Foils: FY 2012-FY Etched and Formed Foil Pricing: FY 2012 and FY Ten Year Market Analysis for Capacitor Foils: FY 2003 to Historical Reference, Global Consumption Value, Volume and Pricing For Capacitor Foil in the Capacitor Industry: Historical Volume Trend In Capacitor Foil Consumption: 10 Year Analysis: Historical Value Trend In Capacitor Foil Consumption: 10 Year Analysis To Historical Pricing Trend For Capacitor Foil: 10 Year Analysis: Correlation Between Foil Consumption and Capacitor Production Capacitor Foil Conversion Into Square Meters: Value, Volume and Pricing for Capacitor Foil: FY 2012 and Capacitor Foil Pricing: FY Historical Aluminum Price Trend: Aluminum Process Materials Pricing: What Impacts Feedstock Pricing Capacitor Foil Mark-Ups at Different Stages of Production: FY Competitive Advantages in Foil Anodization Competitive Advantage of In-House Etching of Aluminum Foils Price of Thin Foil and How It Is Sold Merchant Market Prices For Anode Foils: Merchant Market Prices For Cathode Foils: Anode and Cathode Foils Price Structure by Voltage Rating Global Consumption For Capacitor Foils By Type (Anode Versus Cathode): FY Anode Foils: Volume, Value and Pricing: FY Cathode Foils: Volume, Value and Pricing: FY Capacitor Foil Sales By World Region: FY Global Market for Thin Gage Capacitor Foil By Country: FY Global Market For Etched and Formed Capacitor Foil By Country: FY Aluminum Electrolytic Capacitor Factories By Country: FY COMPETITIVE ENVIRONMENT & MARKET SHARES IN CAPACITOR FOILS: Competition In The Supply Chain For Capacitor Foils: Understanding The Capacitor Foil Supply Chain, Yield Ratios and Stockpiling: Dramatic Shift In The Thin Foil Supply To The Capacitor Industry in FY Understanding The Players At Each Level of The Supply Chain For Capacitor Foil: Thin Gage Foil For Electrolytic Capacitors: Suppliers by World Region Japan Vendors of Thin Gage Foil For Capacitors European Vendors of Thin Gage Foil For Capacitors American Vendors of Thin Gage Foil For Capacitors Global Trends In Thin Gage Capacitor Foil Supply: FY Top Vendors of Thin Gage Foil For Capacitors (Anode & Cathode Combined): FY Top Suppliers of Thin Gage Foil For Capacitor ANODE: FY

5 Top Suppliers of Thin Gage Foil For Capacitor CATHODE: FY Major Vendors Of Thin Gage Capacitor Foil (99.99% and 99.8% Purity Foils) Showa Denko Rolled Aluminum Products Division (Sakai Plant) Toyo Aluminum KK Mitsubishi Aluminum Company Limited Sumitomo Light Metal Ind. Ltd. (Sumikei Aluminum Foil Company Limited Operations). 47 Nippon Foil Manufacturing Company Limited Xinjiang Joinworld Co.,Ltd., Southwest Aluminum (Group) Co., Ltd Norsk Hydro ASA (VAW) Constellium Singen GmbH UC Rusal (SAYANAL) Merchant Market Suppliers of Etched Capacitor Foils to the Capacitor Industry: FY Major Merchant Market Vendors Of Etched Capacitor Foil: FY Japan Capacitor Industrial Company Limited Becromal SpA KDK Corporation SATMA (PPC) {Kendeil} Capxon International Electronic Company Limited Xinjiang Joinworld Co.,Ltd., Nanotong Southlight Electronic Guangdong Dongyangguang Aluminum (East Sunshine Aluminum) Zhaoqing Huafeng Electronic Aluminum Foil Co.,Ltd., Captive Manufacturers of Etched & Formed Capacitor Foils For Internal Consumption: Aluminum Electrolytic Capacitor Manufacturers and Their Captive Foil Capabilities: Nippon Chemi-Con (KDK Corporation, Iwate Electrolytic Industry Corp, and Hidaka Electron Co. Ltd) Nichicon Corporation (Ohmachi Factory; Tomita Factory) Rubycon Corporation (Shin-EI Capacitor Foil, Inc.) Panasonic Industrial Devices Company/Sanyo (Kyoto Japan Foil Plant) SamYoung Electronics (Sangdaewon Foil and Poseung Foil Plants) Man Yue Technology Holdings Limited (Rifeng Qingyuan Electronic Co. Ltd) Lelon Electronics Corporation (Liton Technology Corp.) Aihua Group (Aishi) (Yaan Aihua Electrode Foil and Lifu Electride Foil Plants) Hitachi AIC (Hitachi Chemical Company Foil Operations) TDK-EPCOS AG (Becromal SpA) Capxon International Electronic Company LImited (Baotou Foil Plant; Yichang Sanxia Plant and Qinghai Plant) Kaimei Electronic Corporation (Jamicon) {Taiwan Fong-Tien Factory} Kemet Electronics Corporation (Former ACOM and CDE Foil Operations) SamWha Electric (JCC JV-Chungbuk Korea Foil Operations) Vishay Intertechnology (BCC Zwolle Foil Operations) Aluminum Capacitor Manufacturers: FY 2012 Sales & Market Shares Competitive Environment in Aluminum Electrolytic Capacitors: FY Nichicon Corporation (RIC: 6996) Annual Revenues For NICHICON: 2011, 2012, 2013 Forecast Quarterly Revenues For NICHICON: ; FY 2013 Forecast (Yen in Billions) FY2013 Quarterly Estimates and Outlook For Nichicon Nippon Chemi-Con Corporation (RIC:6996) Quarterly Revenues For Nippon Chemi-Con: Actual and FY 2013 Forecasts (Yen in Billions) FY2013 Quarterly Estimates and Outlook For Nippon Chemi-Con COSTS TO PRODUCE ALUMINUM ELECTROLYTIC CAPACITORS: KEY DEFINITIONS: Total Cost:

6 Fixed Costs: Variable Costs: Aluminum Capacitors: Worldwide Revenues: FY Aluminum Capacitors: Operating Margin: FY Aluminum Capacitors: Cost of Sales: FY Aluminum Capacitors: Cost of Goods Sold Fixed Costs: Variable Costs: Raw Materials: Variable Overhead: Variable Labor: Variable Other Manufacturing: Raw Materials Cost Breakdown: FY 2012 and Capacitor (Anode and Cathode) Foils: Can and Sleeve: Electrolytes and Associated Chemistry: Rubber End Seals: Separator Paper: Electrode/Tab Materials: Lead Wires: PPS/Foot Tape: Other Costs: Estimated Costs To Produce Aluminum Electrolytic Capacitors By Type: FY Foil Costs In a Radial Leaded 105 Degree C 5x11.5 mm Aluminum Capacitor: Foil Costs In a Radial Leaded 105 Degree C 12.5 x 20mm Aluminum Capacitor: Foil Costs In a Vertical Chip 4.0x5.5 mm Aluminum Electrolytic Capacitor: Foil Costs In a Vertical Chip 10x10.5 mm Aluminum Electrolytic Capacitor: Foil Costs In Snap-In 105 Degree C 400 or 450 Vdc Aluminum Electrolytic Capacitor: Foil Consumption Value, Volume & Pricing By Capacitor Configuration: FY Foil Consumption Value, Volume & Pricing in Radial Aluminum Capacitors: FY Foil Consumption Value, Volume and Pricing in V-Chip Aluminum Capacitors: FY Foil Consumption Value, Volume and Pricing In Snap-Mount, Screw Terminal and Motor Start Aluminum Electrolytic Capacitors: FY Foil Consumption Value, Volume and Pricing In H-Chip and Axial Leaded Aluminum Electrolytic Capacitors: FY ALUMINUM ELECTROLYTIC CAPACITOR MARKETS: Capacitor Market By Type/Dielectric: FY Aluminum Electrolytic Capacitors: Historical Growth and FY 2013 Global Outlook: ALUMINUM Capacitor Consumption Value by End-Use Market Segment: FY Consumption VOLUME For Aluminum Capacitors By End-Use Market Segment: FY Aluminum Electrolytic Capacitors: Markets By Component Configuration : Aluminum Electrolytic Capacitors: Demand By Component Configuration Radial Leaded Aluminum Capacitors Vertical Chip Capacitors (V-Chip) Snap-In/Snap-Mount Aluminum Capacitors Computer Grade/Screw Terminal {Large Can} Horizontal Chip Capacitors (H-Chip) Motor Start (Large Can) Axial Leaded Aluminum Capacitors Worldwide Consumption of Aluminum Electrolytic Capacitors by Capacitance Value In Microfarads: FY Worldwide Consumption of Aluminum Electrolytic Capacitors by Voltage Rating: Markets for Aluminum Capacitors by Capacitance and Voltage Rating Profit Centers in the Aluminum Electrolytic Capacitor Market Based Upon Capacitance and Voltage Rating

7 7.0 OUTLOOK FOR FOIL Aluminum Electrolytic Capacitors: Outlook End-Use Product Markets For Capacitors: FY Forecasted Consumption The Black Box Build: FY Projected Production Volume for Key End-Products Consuming Capacitors (Top 18 end products): FY : Aluminum Electrolytic Capacitor: Value, Volume and Pricing Forecasts: FY Global Volume of Shipments For Aluminum Electrolytic Capacitors: FY Global Value of Shipments For Aluminum Electrolytic Capacitors: FY Global Average Unit Pricing For Aluminum Electrolytic Capacitors: FY Global Volume of Consumption For Etched and Formed Capacitor Foil: FY Global Pricing Forecast For Etched Capacitor Foil: FY : Global Value of Consumption Forecast For Etched Capacitor Foil: FY : Global Value of Consumption Forecast For Etched Capacitor Foil By Capacitor Configuration: FY : Foil Consumption Forecasts In Radial Leaded Aluminum Capacitors: FY : Foil Consumption Forecasts In V-Chip Aluminum Capacitors: FY : Foil Consumption Forecasts In Snap-Mount Aluminum Capacitors: FY : Foil Consumption Forecasts In Screw Terminal Aluminum Capacitors: FY : Foil Consumption Forecasts In Polymer H-Chip Aluminum Capacitors: FY : Foil Consumption Forecasts In Motor Start Aluminum Capacitors: FY : Foil Consumption Forecasts In Axial Leaded Aluminum Capacitors: FY : DIRECTORY OF CAPACITOR FOIL VENDORS: Aluko Co, Ltd Arora Technologies, Inc Becromal Spa Capxon International Electronic Company Limited Constellium Singen GmbH Guangdong Dongyangguang Aluminum (East Sunshine Aluminum) Japan Capacitor Industrial Company Limited (JCC) KDK Corporation Mitsubishi Aluminum Company Limited Nantong Southlight Electronic Materials Co., Ltd Nippon Foil Manufacturing Company Limited Nippon Light Metal Co. Ltd Norsk Hydro ASA (VAW) SATMA (PPC) {Kendeil} Showa Denko K.K Showa Denko Sakai Aluminum K.K. (SSK) Southwest Aluminum (Group) Co., Ltd Sumitomo Light Metal Ind. Ltd Sumitomo Light Metal Ind. Ltd. Sumikei Aluminum Foil Co., Ltd Toyo Aluminium K.K UC Rusal (SAYANAL) Xinjiang Joinworld Co., Ltd Zhaoqing Huafeng Electronic Aluminum Foil Co.,Ltd Zhejiang Huayi Aluminium Co., Ltd

8 CAPACITOR FOIL: WORLD MARKET OUTLOOK List of Figures Figure 1: Fixed Capacitor Market Breakdown by Sub-Category: FY Figure 2: Materials Required To Produce An Aluminum Electrolytic Capacitor Figure 3: 10 Year Analysis of The Global Capacitor Foil Markets (Volume, Value, Pricing & Correlation With Aluminum Capacitor Markets): Figure 4: Global Volume of Consumption For Etched and Formed Capacitor Foil: FY 2003 to FY 2013 (In Millions of Pounds) Figure 5: Global Value of Consumption For Etched and Formed Capacitor Foil: FY 2003 to FY 2013 (In Millions of USD) Figure 6: Global Average Pricing For Etched and Formed Capacitor Foil: FY 2003 to FY 2013 (In USD Per Pound) Figure 7: Converting Capacitor Foil To Square Feet Figure 8: Value, Volume and Pricing For Capacitor Foils (Captive Versus Merchant): FY Figure 9: Variations In Value, Volume and Pricing For Capacitor Foil By Channel: FY Figure 10: Price Trend for Raw Aluminum: Figure 11: Capacitor Foil Mark-Ups At Various Stages of Production: FY Figure 12: Global Consumption Volume for Capacitor Foil By Type (Anode Versus Cathode): FY Figure 13: Thin Gage Foil Sales To The Captive and Merchant Markets By World Region: FY Figure 14: Actual Consumption of Etched and Formed Foil By Country: FY Figure 15: Aluminum Electrolytic Capacitor Manufacturers: Factories By Country Figure 16: Structure of The Supply Chain for Capacitor Foils: FY Figure 17: Affects of Yields and Stockpiling on the Supply Chain for Capacitor Foil: FY Figure 18: Changes in The Supply of Thin Gage Foil in FY Figure 19: The Key Players At Each Level of The Capacitor Foil Supply Chain: FY Figure 20: Top Vendors of Thin Gage Foil For Electrolytic Capacitors (Anode & Cathode Combined) FY Figure 21: Top Suppliers of Thin Gage Foil For Capacitor ANODE: FY Figure 22: Top Suppliers of Thin Gage Foil For Capacitor CATHODE: FY Figure 23: Merchant Market Suppliers of Etched and Formed Capacitor Foils: FY 2012 Market Shares Figure 24: Top 14 Capacitor Manufacturers Who Etch and Form Their Own Foil: Figure 25:Aluminum Capacitor Manufacturers: Sales and Market Shares: 2012 FY (In Millions of USD) Figure 26: Costs To Produce Metrics for Aluminum Electrolytic Capacitors: FY 2012-FY 2013 (Global Industry Estimate In Millions of USD) Figure 27: Cost of Sales For Aluminum Capacitors (Raw Materials, Fixed Costs, Variable Overhead, Variable Labor, Other Variable): 2012/ Figure 28: Raw Material Cost Breakdown for Aluminum Electrolytic Capacitors By Type: 2012/ Figure 29: Estimated Costs To Produce Aluminum Electrolytic Capacitors By Type: FY Figure 30: Foil Consumption Value and Volume By Component Configuration: FY Figure 31: Global Capacitor Consumption by Dielectric: FY ; 2013 Forecast Figure 32: Global Value of Consumption for Capacitors By Dielectric Type: FY Figure 33: Global Consumption VALUE For Aluminum Capacitors By End-Use Market Segment: FY Figure 34: Global Consumption VOLUME For Aluminum Capacitors By End-Use Market Segment: FY Figure 35: Aluminum Electrolytic Capacitors Demand By Type and Configuration: FY 2012 to FY 2013Global

9 Figure 36: Global Consumption Value for Aluminum Electrolytic Capacitors By Capacitance Range in Microfarads: FY Figure 37: Global Consumption Value for Aluminum Capacitors By Voltage Rating: FY Figure 38: Global Black Box Build Projections: FY 2013-FY Figure 39: Projected Production Volume for Key End-Products Consuming Capacitors: FY Figure 40: Aluminum Electrolytic Capacitor: Value, Volume and Pricing Forecasts: FY Figure 41: Global Volume of Shipments for Aluminum Electrolytic Capacitors: FY Figure 42: Global Volume of Shipments for Aluminum Electrolytic Capacitors: FY Figure 43: Global Average Unit Pricing for Aluminum Electrolytic Capacitors: FY Figure 44: Global Volume of Consumption For Etched and Formed Capacitor Foils: FY Figure 45: Global Pricing Forecast For Etched Capacitor Foils: FY Figure 46: Global Pricing Forecast For Etched Capacitor Foils: FY Figure 47: Global Value, Volume and Pricing Forecast for Etched Capacitor Foil By Aluminum Electrolytic Capacitor Configuration: FY

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