Electrode foil: demand growth cycle
According to data shows, electronic materials used in the power inverter capacitor foil is mainly divided into power inverter foil (also called light foil), corrosion foil, foil, mainly process on different depth, power inverter foil after corrosion become corrosive foil, and then processing for the foil, to foil can also be referred to as the electrode foil.
Electrode foil is the key basic material, power inverter capacitor production 30% to 70% of the cost of power inverter capacitor production, about 80% more than the demand of electrode foil are from aluminum electrolytic capacitors, electrode foil so highly dependent on the development of power inverter capacitor industry.
From grid tie inverter capacitor industry development prospects, in spite of ceramic capacitors, film capacitors, tantalum capacitor application of aluminum electrolytic capacitor caused a certain impact, low end of the grid tie inverter capacitor was gradually replaced, but in the field of high voltage, large capacity, grid tie inverter capacitors because of its superior technical characteristics, the future will have a significant market position.
Future with frequency conversion technology, energy saving lamps and lanterns, grid tie inverter, wind inverter, smart grid tie inverter represented by the rapid development in the field of green energy saving, and represented by 3 g communications equipment updating and represented by high-speed rail, electric cars transportation development, have produced a huge demand for high voltage capacitor.
But at the same time, we should also note that the wind inverter capacitor industry, there is a strong cyclical fluctuations to upstream of the electrode foil industry also brings no small impact.
From the past, electrode foil industry showed strong periodicity, falling demand will have excess capacity, and demand booming again when will appear in short supply.
In 2012, for example, aluminum electrolytic capacitor with wind inverter material falling demand, prices, product sales fell, the insufficient capacity play, capacity utilization is only 50% or so, unit costs rise, operating income is affected.
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