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市場調査レポート
コンデンサー箔：世界市場の予測（2008-2013年）
CAPACITOR FOIL: Global Market Outlook: 2008- 2013
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Abstract
Market Review and Outlook:
This study addresses the global supply chain for electrolytic foils consumed
in capacitors. This is a narrow segment of the overall aluminum market, but
is considered a value-added and application specific portion of the supply
chain for aluminum metal.
Technical-Economic Forecasting:
The study forecasts demand for thin dielectric aluminum foils used in
capacitor anodes and cathodes to 2013 based upon consumption in various types
and configurations of aluminum capacitors. The study also addresses the
competitive nature of aluminum as a dielectric when compared with competing
technologies.
Key Findings:
The study addresses key issues that will face the industry between 2008 and
2013, including the impact of raw material price increases on capacitor
manufacturers, and how competition for aluminum from multiple industries and
regions will continue to impact the cost of goods sold in the capacitor
industry over time. The study also addresses these topics-
Critical Sections of The Report:
- Forecasted price increases for thin aluminum foil 2008-2013
- Forecasted value and volume increases for etched anode and cathode foils:
2008-2013.
- Trends in Thin Foil Production
- Trends in Captive Etching of Foil
- Trends in Capacitor Production
- Competitive Environment in Foil Supply to The Capacitor Industry.
- Market forecasts for aluminum foil consumption in the capacitor industry:
2008-2013
Who Should Buy This Report?
This study should be used as a guide by the aluminum foil supply chain to
manage the changes in the market.
Table of Contents
INTRODUCTION:
SUMMARY OF KEY FINDINGS:
- MARKET SIZE. 8
- CAPTIVE AND MERCHANT MARKETS FOR FOIL. 8
- THIN FOIL PRICING TRENDS 8
- DEMAND TREND 8
- STATUS OF THE ALUMINUM CAPACITOR INDUSTRY: 2008 8
- ALUMINUM CAPACITORS FOR DIGITAL ELECTRONICS: 2008 - 2013 9
- ALUMINUM CAPACITORS FOR POWER AND INDUSTRIAL ELECTRONICS: 2008 - 2013 9
- COSTS OF FOIL IMPACTING MANUFACTURERS OF CAPACITORS 9
- INDUSTRY CONSOLIDATION IN THE FOIL SUPPLY CHAIN 9
- CHINA BECOMES MORE OF A GLOBAL PLAYER IN CAPACITOR FOILS 9
- ALUMINUM ELECTROLYTIC: COMPLETE SUPPLY CHAIN IN CHINA 10
- VERTICAL INTEGRATION TREND 10
- NEW INVESTMENTS 10
EXECUTIVE SUMMARY: CAPACITOR FOILS: GLOBAL MARKETS: 2008 - 2013
- SUPPLY CHAIN FOR CAPACITOR FOILS: 2008 11
- Global Supply Chain for Aluminum Foil Used in Electrolytic Capacitors:
2008 12
- ALUMINUM CAPACITOR PRODUCTION VOLUMES BY TYPE: 2008 12
- RAW MATERIAL PRICES IMPACTING CAPACITOR PRODUCTION: 2008 13
- THE GRANDER CONCEPT: COMPETITION FOR ALUMINUM 2008 - 2013 13
- PRICE INCREASES FOR ALTERNATIVE AND COMPETITIVE ELECTROLYTIC METALS 14
- TRENDS IN THIN ALUMINUM SHEET: 2008 - 2013 14
- Thinner, More Mechanically Robust Foils 14
- TRENDS IN ETCHED ANODE AND CATHODE FOIL DEVELOPMENT: 2008 - 2013 14
- CAPTIVE VERSUS MERCHANT MARKETS: 2008 - 2013 15
- CAPACITOR CUSTOMERS (ALUMINUM): 2008 15
- STUDY CONCLUSIONS: 2008 - 2013 15
- TEN-YEAR ALUMINUM PRICING TREND: 1997 - 2008 16
- IMPACT OF RISING ALUMINUM COSTS & IMPACT ON THE ALUMINUM ELECTROLYTIC
CAPACITOR INDUSTRY: 2009 - 2011 17
- TEARDOWN OF MATERIALS CONTENT OF AN ALUMINUM CAPACITOR: 2008 19
ALUMINUM RAW MATERIAL MARKETS: 2008
- TOP PRODUCING BAUXITE MINES: 2008 21
- TOP COMPANIES COMPETING IN THE PRODUCTION OF BAUXITE: 2008 22
- GLOBAL ALUMINA PRODUCTION: 2008 24
- Aluminum Process Materials Pricing: Why Prices are Rising 24
- COST CONTRIBUTORS TO THE PRICE OF ALUMINUM SMELTING: 2008 25
- ALCOA ON COSTS TO PRODUCE: 2008 2Q 25
- CAUSTIC SODA PRICE COMPARISON: 1H 2007 VERSUS 1H 2008 26
- CALCINED COKE PRICE COMPARISON: 1H 2007 VERSUS 1H 2008 26
- COMPETITION FOR ALUMINUM BETWEEN INDUSTRIES: 2008 27
- TRANSPORTATION INDUSTRY: 2008 28
- CONSTRUCTION MARKET: 2008 29
- ALUMINUM DEMAND OUTLOOK BY WORLD REGION: 2008 - 2017 29
- DEMAND FROM THE AIRCRAFT INDUSTRY: 2009 - 2011 31
- DEMAND FROM THE POWER INFRASTRUCTURE MARKETS 31
- ALUMINUM SMELTERS NOTE INSUFFICIENT POWER GENERATION NOW WILL DRIVE DEMAND
FOR ALUMINUM IN THE FUTURE. 32
- DEMAND FOR NEW TURBINE BLADES TO 2011 32
- GLOBAL OIL RIG COUNTS TO 2011 33
- NEW ALUMINUM RESOURCES TO MINES: 2017 33
- OUTLOOK FOR ALUMINUM PRICING 33
- Aluminum Prices Driven by High Energy Costs: 2008 - 2013 34
- Google Search Excerpts for Aluminum Prices in July of 2008 34
SUPPLY CHAIN FOR ALUMINUM CAPACITORS: MINES TO ANODES 36
- RECOVERY, CRUSHING, AND GRINDING. 36
- Settling 36
- Precipitation 37
- Calcination 37
- Smelting 37
- Energy Costs 38
CAPACITOR FOILS: TECHNICAL-ECONOMICS
- Construction 39
- Thin Aluminum Foil Suppliers 39
- Aluminum Foil Etchers 40
- Etched Foil Pricing 40
- Competitive Advantage of In-House Etching of Aluminum Foils 41
- IMPORTANCE OF ALUMINUM CAPACITORS IN THE HIGH TECH ECONOMY: 2008 - 2013 41
- CAPACITANCE RANGE 41
- VOLTAGE RATING 42
- CIRCUIT APPLICATIONS 42
- COMPONENT CONFIGURATIONS 42
- CONSTRUCTION METHODS 43
- RAW MATERIAL COSTS & COMPARISON 44
- VOLATILITY OF THE SUPPLY CHAIN IN COMPETITIVE TECHNOLOGIES 45
- ALUMINUM CAPACITOR RAW MATERIALS NETWORK 45
CAPACITOR FOIL SUPPLY TO THE ALUMINUM ELECTROLYTIC CAPACITOR INDUSTRY: 2008-2013
- THIN ALUMINUM FOIL (POROUS & SOLID CORE) 45
- Purity Level Requirements 45
- Price of Thin Foil and How It Is Sold 46
- Thin Aluminum Foil Shipments to the Electrolytic Capacitor Industry: 2008
- 2013 46
- THIN ALUMINUM FOIL SUPPLIERS 48
- Japan 48
- Europe 48
- Americas 48
- ETCHING OF THIN ALUMINUM FOIL 48
- Cost to Etch Anode and Cathode Foils 48
- In-House Etching at the Capacitor Houses: 2008 48
- POROUS VS. SOLID-CORE FOIL MARKETS 49
- Variations on Foil Sales 49
- GLOBAL THIN HIGH-PURITY FOIL CONSUMPTION: 2008 49
- Thin Foil Stock for Capacitors: Global Value, Volume, and Pricing 49
- ALUMINUM FOIL ETCHERS 50
- COMPETITIVE ADVANTAGE OF INHOUSE ETCHING OF ALUMINUM FOILS 50
- COMPETITIVE ADVANTAGES IN FOIL ANODIZATION 51
- ALUMINUM FOIL PROCESSING CONSIDERATIONS 51
- CATHODE FOILS (THE NEGATIVE CONNECTION) 51
- Cathode Foils and Their Thicknesses 52
- ANODE FOILS (THE POSITIVE CONNECTION) 52
- Anode Foils and Their Thicknesses 52
- ETCHED FOIL PRICING. 52
- Anode Foils Pricing per Square Meter and Pound: 53
- Cathode Foils Pricing per Square Meter and Pound: 53
- FOIL PRICING TREND: 1997 - 2008; FORECASTS TO 2013 53
- VALUE OF GLOBAL SHIPMENTS FOR ETCHED ANODE AND CATHODE FOILS: 2008 55
- THE ELECTROLYTIC FOIL MARKET OUTLOOK SUMMARY: 2008-2013 57
ALUMINUM ELECTROLYTIC CAPACITORS: GLOBAL MARKET STRUCTURE: 2008
- ALUMINUM CAPACITORS 58
- Aluminum Capacitor Types 58
- Aluminum Capacitor Configurations 58
- ALUMINUM CAPACITOR MARKET VALUE AND VOLUME: 2008 58
- Aluminum Electrolytic Capacitors: Top Manufacturers 2008 59
- ALUMINUM CAPACITOR CONSUMPTION BY END-USE MARKET SEGMENT: 2008 60
- Consumer A/V Markets 60
- Computers/Peripherals 60
- Industrial Electronics 61
- Automotive Markets 61
- Telecom 61
- Specialty 61
- WORLDWIDE CONSUMPTION OF ALUMINUM ELECTROLYTIC CAPACITORS BY CAPACITANCE
VALUE: 2008 62
- WORLDWIDE CONSUMPTION OF ALUMINUM ELECTROLYTIC CAPACITORS BY VOLTAGE
RATING: 2008 63
- MARKETS FOR ALUMINUM CAPACITORS BY CAPACITANCE AND VOLTAGE RATING 64
COMPETITIVE ENVIRONMENT IN CAPACITOR FOILS: 2008
- TOTAL SUPPLY OF ETCHED ANODE AND CATHODE FOILS TO THE CAPACITOR INDUSTRY:
2008 MARKET SHARES 66
- MERCHANT MARKET SUPPLIERS OF ETCHED ANODE AND CATHODE FOILS TO THE
CAPACITOR INDUSTRY: 2008 67
CAPACITOR FOILS: GLOBAL FORECAST SUMMARY: 2008 - 2013
- PRICE FORECAST FOR ETCHED ALUMINUM FOILS FOR THE CAPACITOR INDUSTRY: 2008
- 2013 70
- VALUE FORECAST FOR ETCHED ALUMINUM FOILS FOR THE CAPACITOR INDUSTRY: 2008
- 2013 70
DIRECTORY OF RESOURCES: 2008
MANUFACTURERS OF THIN ALUMINUM FOIL
- JW Aluminum 71
- Nippon Light Metal Co. Ltd. (Toyo Aluminum KK) 71
- NLM - Toyo Aluminum KK 71
- Norandal USA, Inc. 73
- Rio Tinto Alcan - Pechiney CRV (Sells Mercus and Closes Froges) 73
- Alcoa Specialty Products 74
- Huayi Aluminium Co., Ltd. 74
- Shin-Etsu Film Company Limited 74
- Showa Denko K.K. 75
- Showa Denko Sakai Aluminum K.K. (SSK) 75
- Southwest Aluminum China 76
- Sumitomo Light Metal Ind. Ltd.. 77
- Zhaoqing Hua Feng Electronic Aluminum Foil Co., Ltd. 77
MERCHANT MANUFACTURER OF ETCHED ALUMINUM FOILS
- Almeco SPA 78
- Alcan Packaging Singen GmbH 78
- Aluko Co, Ltd.. 78
- Arora Technologies, Inc. 79
- Becromal Spa 79
- Japan Capacitor Industrial Company Limited (JCC) 80
- KDK Corporation 80
- GARMCO-Republic Foil 80
- Joinworld Co., Ltd 81
- Lidun Electronic Technology Co., Ltd. 81
- United Technology Group 82
- Sanhe Electronics Co., Ltd.. 82
- Weihao Aluminum Co., Ltd.. 82
CAPTIVE MANUFACTURERS OF ETCHED CAPACITOR FOILS
- BCComponents (Vishay) 83
- Man Yue Electronics Company Limited 83
- Hitachi AIC Capacitor Foils 83
- Luxon Electronics 83
- Nichicon Corporation 84
- Nippon Chemi-Con Corporation 85
- Panasonic Electronic Devices Co., Ltd. 85
- Panasonic (ACOM) 85
- Rubycon Corporation 85
- Rubycon - Shin-Ei Capacitor Foil Inc.. 86
- Samwha Capacitor (JCC Korea JV) 86
- Haimen Sancon Electronics Co., LTD 86
- Yangzhou Shengda Group 86
- Shine Top Electronics Corporation 86
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