株式会社グローバルインフォメーション
TEL: 044-952-0102
表紙
市場調査レポート

世界と中国の永久磁石産業レポート

Global and China Permanent Magnet Industry Report, 2012

発行 ResearchInChina 商品コード 256198
出版日 ページ情報 英文 109 Pages
納期: 即日から翌営業日
価格
本日の銀行送金レート: 1USD=115.27円で換算しております。
Back to Top
世界と中国の永久磁石産業レポート Global and China Permanent Magnet Industry Report, 2012
出版日: 2012年11月01日 ページ情報: 英文 109 Pages
概要

当レポートでは、世界と中国の永久磁石産業について調査分析し、レアアース産業の概要、フェライト永久磁石市場、Nd-Fe-B系磁石市場について検証し、主要な永久磁石企業13社のプロファイルを提供して、概略以下の構成でお届けいたします。

第1章 レアアース産業の概要

  • 概要
  • 応用
  • 供給
  • 中国の輸出

第2章 永久磁石市場

  • 永久磁石産業
  • 永久磁石フェライト
  • 中国の永久磁石フェライト市場
  • 電気音響永久磁石市場
  • Nd-Fe-B系原料の価格動向
  • レアアース永久磁石のサプライチェーン
  • 中国のNd-Fe-B系永久磁石産業
  • 中国のNd-Fe-B系主要企業のランキング

第3章 Nd-Fe-B系市場

  • 市場の分布
  • エレベーター
  • 携帯電話市場
  • 携帯電話の振動モーター
  • VCM
  • マイクロ電気音響機器
  • 風力発電市場
  • 周波数変換エアコン
  • EPSモーター
  • XEVモーター
  • HDD市場
  • HDD産業
  • ODD産業
  • E-バイク
  • その他

第4章 主要な永久磁石企業

  • 日立金属
  • 大同特殊鋼
  • TDK
  • Chengdu Galaxy Magnets Co., Ltd.
  • Beijing Zhong Ke San Huan Hi-Tech Co., Ltd.
  • Yantai Zhenghai Magnetic Material Co., Ltd.
  • Ningbo Yunsheng High-tech Magnetics Co., Ltd.
  • Vacuumschmelze (OM Group)
  • 信越化学工業
  • Taiyuan Twin-Tower Aluminum Oxide Co., Ltd.
  • Inner Mongolia Baotou Steel Rare-Earth (Group) Hi-Tech Co., Ltd.
  • JPMF Guangdong Co., Ltd.
  • Hengdian Group DMEGC Magnetics Co., Ltd.

図表

目次
Product Code: ZYW134

Abstract

‘Global and China Permanent Magnet Industry Report, 2012’ of ResearchInChina chiefly covers the followings:

  • 1. Overview of the rare earth industry
  • 2. The market of ferrite permanent magnet
  • 3. The industry of NdFeB magnet
  • 4. Market analysis of NdFeB magnet
  • 5. The study of 13 main permanent magnet enterprises

Permanent magnet is mainly divided into two categories, that is, ferrite and rare earth magnet. Rare earth magnet mainly includes NdFeB. Due to the acute fluctuation of rare earth prices in 2011, NdFeB price correspondingly experienced wide fluctuations. The average price of NdFeB was RMB 106 / kg in January 2011, then rose sharply to RMB 615 / kg in July, but slumped to RMB 215 / kg in December. The average price in the third quarter of 2012 was RMB 173 / kg.

In 2011, some NdFeB-applied products exited the market due to drastic volatility of rare earth prices. Taking nuclear magnetic resonance imaging equipment as an example, the unit price of equipment is about RMB 3-4 million, but with the skyrocketing of the rare earth prices by 7-8 times, the material costs increased from originally RMB 1 million to above RMB 2 million, correspondingly, manufacturers have to replace NdFeB with superconductor.

Same happens to wind power generation equipment. When the cost of material increased from RMB 600,000~700,000 / ton to RMB 1.5 million / ton, wind power generation equipment manufacturers have to abandon the excellent NdFeB, and pick up the old method of transforming electricity to magnet. Once quitted, it is very difficult for NdFeB to get into the market again, because a product has a certain life cycle, and changing design is not easy.

The price hike in 2011 made downstream enterprises purchase part of NdFeB in advance. In 2012, the NdFeB industry is meeting with unprecedented dilemma. What is worse, nearly the whole downstream market of NdFeB is on the decline, especially wind power. As the world's largest wind power country, China has seen its newly-added installed capacity drop by 10% in 2012.

The market prospects of HDD and ODD, which are the most important application fields of bonded NdFeB, look gloomy. Popular electronic products, such as tablet PC which is gradually occupying traditional PC market, don't use HDD and ODD. Traditional PC is HDD and ODD's main market, and the market may decline continually.

HDD shipment was about 620.652 million in 2011, but was only 442.32 million in the first three quarters of 2012, and is predicted to be only 582.31 million in 2012, down 6.2% year-on-year. The HDD shipment is estimated to decline to 536.82 million in 2015, down 14% compared with 2011. The ODD shipment was about 495 million in 2011, and it is expected to decline to 425 million in 2015.

Other areas, such as frequency conversion air conditioner, e-bike and loudspeaker, are facing decline too. These areas are more sensitive to price, ferrite is competent in these areas too, and the cost is much lower.

But NdFeB is applied widely in automobile market, especially EPS. It is estimated global EPS motor shipment will reach 33.9 million in 2012, and run up to 42.6 million in 2014, up 25.7%. The application scope of EPS is stretching from high-end to low-end vehicles, so the market prospect is very good. But most EPS motors are produced by Japanese companies, who will purchase local magnet with priority.

The high price of NdFeB in 2011 propelled numerous Chinese companies involve in this industry. About 90% NdFeB magnet was produced in China in 2012. The production capacity of Tianjin, Shanxi, Zhejiang, and Baotou had exceeded 300,000 tons in mid 2012, while the actual demand was less than 100,000 tons, so the production capacity was seriously excessive. Although some people believe that high-end NdFeB production capacity is not surplus, the most important application market of high-end NdFeB is HDD and ODD, whose market prospects don't look good in the long run.

Revenue of Global Major NdFeB Manufacturers, 2011-2013(Unit: USD mln)

 20112012E2013E
Neomax1,2311,3441,498
Daido Steel370330302
TDK450410408
Chengdu Galaxy Magnets877977
Beijing Zhong Ke San Huan Hi-Tech882832840
Yantai Zhenghai Magnetic Material182142140
Ningbo Yunsheng High-tech Magnetics610521525
VAC720708780
Inner Mongolia Baotou
Steel Rare-Earth(Group)Hi-Tech
267238286
Taiyuan Twin-Tower Aluminum Oxide182190180
Shin Etsu360370390

Spirce: RIC Global and China Permanent Magnet Industry Report, 2012

Table of Contents

1. Overview of Rare Earth Industry

  • 1.1. Brief Introduction of Rare Earth
  • 1.2. Rare Earth Application
  • 1.3. Rare Earth Supply
  • 1.4. Rare Earth Export of China

2. Permanent Magnet Market

  • 2.1. Permanent Magnet Industry
  • 2.2. Permanent Magnet Ferrite
  • 2.3. Permanent Magnet Ferrite Market in China
  • 2.4. Electroacoustic Permanent Magnet Market
  • 2.5. Raw Material Price Trend of NdFeB
  • 2.6. Supply Chain of Rare Earth Permanent Magnet
  • 2.7. NdFeB Permanent Magnet Industry in China
  • 2.8. Ranking of Major NdFeB Enterprises in China

3. NdFeB Market

  • 3.1. Market Distribution
  • 3.2. Elevator
  • 3.3. Market of Mobile Phone
    • 3.3.1. Global Mobile Phone Industry
  • 3.4. Vibration Motor of Mobile Phone
  • 3.5. Voice Coil Motor (VCM)
    • 3.5.1. Profile of VCM
    • 3.5.2. VCM Industry and Market
  • 3.6. Micro Electroacoustic Devices
    • 3.6.1. Ranking of Micro Electroacoustic Device Industry
    • 3.6.2. Market Share of Mobile Phone Electroacoustic Devices
    • 3.6.3. Supply Relationship between Electroacoustic Device Companies and Mobile Phone Vendors
    • 3.6.4. Loudspeaker of Notebook
  • 3.7. Wind Power Market
  • 3.8. Frequency Conversion Air Conditioner
  • 3.9. Electric Power Steering (EPS) Motor
  • 3.10. EPS Motor Industry
  • 3.11. XEV Motor
    • 3.11.1. HEV, PHEV, EV
    • 3.11.2. HEV, PHEV, EV Market
    • 3.11.3. XEV Motor Market
  • 3.12. HDD Market
  • 3.13. HDD Industry
  • 3.14. ODD Industry
  • 3.15. E-Bike
  • 3.16. Others

4. Major Permanent Magnet Companies

  • 4.1. Hitachi Metals
  • 4.2. Daido Steel
    • 4.2.1. Daido Electronics (Thailand) Co., Ltd.
    • 4.2.2. Daido Electronics (Shenzhen) Co., Ltd.
    • 4.2.3. Daido Electronics (Suzhou) Co., Ltd.
  • 4.3. TDK
    • 4.3.1. SAE Magnetics (H.K.) Ltd.
  • 4.4. Chengdu Galaxy Magnets Co., Ltd.
  • 4.5. Beijing Zhong Ke San Huan Hi-Tech Co., Ltd.
  • 4.6. Yantai Zhenghai Magnetic Material Co., Ltd.
  • 4.7. Ningbo Yunsheng High-tech Magnetics Co., Ltd.
  • 4.8. Vacuumschmelze (OM Group)
  • 4.9. Shin-Etsu Chemical Co., Ltd.
  • 4.10. Taiyuan Twin-Tower Aluminum Oxide Co., Ltd.
  • 4.11. Inner Mongolia Baotou Steel Rare-Earth (Group) Hi-Tech Co., Ltd.
  • 4.12. JPMF Guangdong Co., Ltd.
  • 4.13. Hengdian Group DMEGC Magnetics Co., Ltd.

Selected Charts:

  • Distribution of Rare Earth Demand in U.S. and World by Application, 2010
  • Distribution of Rare Earth Demand in U.S. and World by Application, 2015
  • Distribution of NdFeB in Japan by Application, 2000 & 2010
  • Global Rare Earth Output by Region, 2010
  • Global Rare Earth Reserves by Region, 2010
  • Global Newly-Added Rare Earth Capacity, 2011-2015
  • Newly-Added Rare Earth Capacity by Element, 2015E
  • China Rare Earth Output and Export Volume, 2006-2012
  • Distribution of Imported Rare Earth in Japan by Region, 2006-2012
  • Development Course of Rare Earth Permanent Magnet
  • China Market Scale of Ferrite, 2006-2012
  • China Market Scale of Ferrite in Automotive Industry, 2006-2012
  • China Market Scale of Ferrite in Computer Industry, 2006-2012
  • China Market Scale of Ferrite in Household Appliance Industry, 2006-2012
  • China Market Scale of Ferrite in Toy Industry, 2006-2012
  • Production Capacity and Growth Rate of China Electroacoustic Device Industry, 2008-2011
  • China Market Scale of Ferrite in Electroacoustic Industry, 2006-2012
  • Price of Neodymium Oxide, Oct. 2007-Oct. 2012
  • Price of Neodymium Metal, Oct. 2007-Oct. 2012
  • Price of NdFeB, Jan. 2009-Oct. 2012
  • Rare Earth Metal, Alloy, and Powder Supply Chain
  • NdFeB Magnet Supply Chain
  • SmCo Magnet Supply Chain
  • Supply Chain of Rare Earth Permanent Magnet
  • Supply Chain of Rare Earth Permanent Magnet in U.S.A.
  • Global NdFeB Output, 2007-2015
  • China NdFeB Capacity by Enterprise, 2012
  • Demand for NdFeB Magnet, 2012
  • Global Mobile Phone Shipment, 2007-2014
  • 3G/4G Mobile Phone Shipment by Region, 2010-2012
  • Shipment of Global Major Mobile Phone Vendors, Q1 2010-Q2 2012
  • Market Share of Global Major Smart Phone Vendors, Q2 2012
  • Shipment of Global Major Mobile Phone Vendors, 2010-2011
  • Market Share of Global Major Mobile Phone Motor Vendors, 2010-2011
  • Industrial Supply Relationship of Mobile Phone Motor
  • Intuitive Illustration of VCM
  • Profile Map of VCM
  • AF Mobile Phone Proportion, 2011-2015
  • Market Share of Global VCM Companies by Revenue, 2011
  • Ranking of Micro Electroacoustic Device Industry
  • Mobile Phone Electroacoustic Device Output Value by Product, 2010-2011
  • Market Share of Global Mobile Phone Loudspeaker Manufacturers, 2010-2011
  • Market Share of Global Mobile Phone Receiver Manufacturers, 2010-2011
  • Market Share of Global Hands-Free Earpiece Manufacturers, 2010-2011
  • Market Share of Global Bluetooth Headset Manufacturers, 2010-2011
  • Market Share of Major ECM Microphone Manufacturers, 2010-2011
  • Market Share of Major Mobile Phone Microphone Manufacturers, 2010
  • Supply Relationship between Six Mobile Phone Vendors and Their Micro Loudspeaker Providers
  • Supply Relationship between Six Mobile Phone Vendors and Their Hands-Free Earpiece Providers
  • Supply Relationship between Six Mobile Phone Vendors and Their Microphone Providers
  • Market Share of Major Notebook Loudspeaker Manufacturers, 2010
  • Distribution of Global Newly-Added Wind Power Installed Capacity by Country, 2011
  • Distribution of Global Cumulative Wind Power Installed Capacity by Country, 2011
  • Global Newly-Added Installed Capacity of Wind Power, 1996-2016
  • Sales Volume of Frequency Conversion Air Conditioner in China, 2006-2014
  • Demand for High-performance NdFeB Permanent Magnet from Air Conditioner Industry, 2008-2014
  • Shipment of EPS Motor, 2009-2014
  • Market Share of Global Major EPS Motor Manufacturers, 2012
  • EPS Motor Output of China, 2006-2014
  • Typical HEV, PHEV, EV Lithium Battery Capacity, 2012
  • Sales Volume of Hybrid Vehicle of Toyota
  • Global Sales Volume of HEV, EV, PHEV, 2009-2020
  • Sales Volume of HEV, EV, PHEV in North America, 2009-2020
  • Sales Volume of HEV, EV, PHEV in Europe, 2009-2020
  • Sales Volume of HEV, EV, PHEV in Japan, 2009-2020
  • Sales Volume of HEV, EV, PHEV in China, 2009-2020
  • Shipment of xEV Motor, 2010-2016
  • Quarterly HDD Shipment, Q1 2010-Q3 2012
  • HDD Shipment, 2009-2015
  • Global HDD Shipment by Region, 2011
  • Market Share of Global Major HDD Manufacturers by Shipment, 2011
  • Market Share of Global Major HDD Manufacturers, Q3 2012
  • ODD Shipment, 2008-2013
  • Market Share of Global Major ODD Manufacturers, 2012
  • Global Sales Volume of E-Bike, 2009-2013E
  • Global Revenue of E-Bike, 2009-2016E
  • Sales Prediction of Electric Assistant Vehicle in Europe by Type
  • Organizational Structure of Hitachi Metals
  • Main Products of Hitachi Metals
  • Revenue and Operating Margin of Hitachi Metals, FY2005-FY2013
  • Quarterly Revenue of Hitachi Metals by Business, FY2011-FY2012
  • Revenue and Operating Income of Daido Steel, FY2005-FY2013
  • Organizational Structure of Daido Steel
  • Revenue of Daido Steel by Business, FY2009-FY2012
  • Operating Income of Daido Steel by Business, FY2009-FY2012
  • Revenue of Daido Steel by Business, FY2012-FY2013H1
  • Revenue and Operating Income of TDK, FY2005-FY2013
  • Revenue of TDK by Product, Q3 2012
  • Operating Income of TDK by Business, Q3 2012
  • Revenue of TDK by Application, FY2009-FY2012
  • Quarterly Revenue of TDK HDD, Q2 2011-Q3 2012
  • Revenue and Operating Margin of Chengdu Galaxy Magnets, 2007-2013
  • Downstream Application of Chengdu Galaxy Magnets, 2007-2012
  • Operating Income of Chengdu Galaxy Magnets by Application, 2007-2011
  • Gross Margin of Chengdu Galaxy Magnets by Product, 2007-2008
  • Revenue of Chengdu Galaxy Magnets by Region, 2010-2012
  • Revenue and Operating Margin of Zhong Ke San Huan, 2005-2012
  • Revenue and Gross Margin of Zhong Ke San Huan, Q3 2010-Q3 2012
  • Revenue of Zhong Ke San Huan by Application, 2011
  • Financial Statement of Zhong Ke San Huan by Subsidiary, 2010-2011
  • Revenue and Operating Margin of Yantai Zhenghai Magnetic Material, 2008-2013
  • Revenue of Yantai Zhenghai Magnetic Material by Customer, 2008-2011
  • Organizational Structure of Ningbo Yunsheng High-Tech Magnetics
  • Revenue and Operating Margin of Ningbo Yunsheng, 2006-2013
  • Revenue of Ningbo Yunsheng by Product, 2009-2012
  • NdFeB Revenue and Operating Margin of Ningbo Yunsheng, 2005-2012
  • NdFeB Revenue of Ningbo Yunsheng by Application, 2011
  • Revenue and EBITDA of OM Group, 2007-2013
  • VAC Revenue by Business, 2011
  • VAC Revenue by Region, 2011
  • Global Distribution of Vacuumschmelze
  • VAC Revenue Downstream Distribution, 2010
  • VAC Revenue Downstream Distribution, 2011
  • Organization Structure of Shin-Etsu Chemical
  • Revenue and Operating Income of Shin-Etsu Chemical, H1 FY2013
  • Revenue and Operating Income of Taiyuan Twin-Tower Aluminum Oxide, 2007-2013
  • Revenue and Operating Income of Baotou Steel Rare-Earth, 2007-2012
  • Revenue and Operating Income of JPMF Guangdong, 2008-2013
  • Revenue of JPMF Guangdong by Product, 2008-H1 2012
  • Revenue and Operating Income of Hengdian Group DMEGC Magnetics, 2007-2013
  • Revenue of Hengdian Group DMEGC Magnetics by Product, 2009-H1 2012
Back to Top