Prices of Aluminum Electrolytic Capacitor Industry Chain at Home and Abroad Continue to Rise (I)

SMM network news: Since November, Taiwan's aluminum electrolytic capacitor company shares have soared, leading Lilong Electronics rose 25.96%, other companies Shan State, Zhibao, Jinshan Electric, Kaimei rose 34.42%, 85.57%, 25.88 %, 127.06%; Upstream electrode foil manufacturer Lidun gained 70.74%. The global aluminum electrolytic capacitor leading Japanese manufacturer Nippon Chemi-con's share price rose by 80% in the past year, and has risen more than 40% so far. Nichicon, the second-largest manufacturer of aluminum electrolytic capacitors in Qiqi, has gained 48% in the past year and has so far gained 35%. Aluminum electrolytic capacitors have a wide range of applications. Japanese suppliers occupy half of Jiangshan capacitors. Divided into electrolytic capacitors, tantalum electrolytic capacitors, ceramic capacitors, and film capacitors according to the different dielectrics, aluminum electrolytic capacitors have high CV and high cost performance per unit volume. Significant advantage, occupying 30% of the capacitor market share. The aluminum electrolytic capacitor is a capacitor made by winding an anode foil, a cathode foil, an electrolytic paper in between, and impregnating the working electrolyte, and then sealing it in an aluminum shell; The main function of the aluminum electrolytic capacitor is to pass AC and DC resistance. , With filtering, vibration suppression, resonance, bypass, coupling and fast charge and discharge functions, compared with other capacitors, has the characteristics of small size, large storage capacity, low cost; According to Taiwan Institute of Industry statistics, global aluminum electrolytic capacitors The application areas are distributed as 45% of consumer electronics, 23% of industry, 13% of information, 7% of communications, 5% of automobiles, and 7% of other industries. Consumer electrolytic capacitors are mainly used in consumer markets such as energy-saving lighting, televisions, monitors, computers, and air conditioners. Industrial aluminum electrolytic capacitors are mainly used in industrial and communications power supplies, professional inverters, numerical control and servo systems, wind power generation and automobiles. And other industrial fields. According to statistics of the Electronic Components Industry Association, the global market size of aluminum electrolytic capacitors in 2017 is estimated to be 8.2 billion U.S. dollars, with a natural growth rate of 3-5%. At present, according to Paumanok Publications Inc statistics, Japan, Taiwan, South Korea, and China are the world’s major producers of aluminum electrolytic capacitors. Four of the world’s top five manufacturers of aluminum electrolytic capacitors are Japanese companies, which are: Nippon Chemi- Con, Nichicon, and Rubycon Panasonic, Japanese manufacturers account for more than 60% of the global aluminum electrolytic capacitor market share.