コンデンサ箔 2025-2030年

CAPACITOR FOILS 2025-2030

コンデンサ箔の世界市場、技術、機会 2025-2030年
CAPACITOR FOILS: World Markets, Technologies & Opportunities - 2025-2030 ISBN: 1-893211-75-4 (AL203)

商品番号:SMB-8785
出版社Paumanok IMR (Paumanok Publications)
出版年月2025年10月
ページ数150
図表数52
価格タイプベーシックライセンス
価格USD 3,750
種別英文調査報告書

Paumanok Publications(ポーマノックパブリケーションズ)「コンデンサ箔の世界市場、技術、機会 2025-2030年 – CAPACITOR FOILS: World Markets, Technologies & Opportunities – 2025-2030」は世界のコンデンサ箔市場の把握に必須の情報を提供します。

主な提供内容

  • リアルな価格データ
    • 推測ではない定格電圧毎の商業市場価格
  • 市場シェア
    • 薄膜サプライヤ
    • エッチング箔ベンダ
    • キャプティブメーカー
    • コンデンサメーカー
  • 20年分析:2003年から2025年
    • 数量
    • 金額
    • 価格動向
  • 2030年予測
    • コンデンサタイプ別および構成別アノード/カソード需要
  • コスト内訳
    • ラジアル、Vチップ、スナップイン、Hチップ用COGS
    • 大型コンデンサ

WHAT YOU GET:

  • Real pricing data — Merchant market prices by voltage rating, not guesswork
  • Market shares — Thin-gage suppliers, etched foil vendors, captive producers, capacitor manufacturers
  • 20-year analysis — Volume, value, pricing trends 2003-2025
  • 2030 forecasts — Anode/cathode demand by capacitor type and configuration
  • Cost breakdowns — COGS for radial, V-chip, snap-in,H-Chip; large can capacitors
  • Consolidation map — Supply Chain Adjustments and Why They Matter

WHO NEEDS THIS:

  • Sourcing managers
  • Capacitor manufacturers
  • Materials investors
  • Competitive intelligence teams
  • Capacity planners

THE HARD FACTS:

  • 4 countries produce most aluminum capacitors globally
  • Foil supply has consolidated in an interesting way pertaining to Merchant Market Dominance of both Anode and Cathode Foils; But the Market is Diverse Enough for Similar M&A Activity
  • Vertical Integration of “Aluminum Ores and Concentrates” “Smelting and Refining” “Thin Gage Foil Extrusion” and “Etched and Formed Foil” by Vendor.
  • Polymer systems displacing traditional electrolytes

Why This Report Exists

Somewhere between bauxite mines and billion-dollar electronics factories, there’s a critical material that most people have never heard of: etched aluminum capacitor foil.

It’s in your phone. Your car. Your data center. Every aluminum electrolytic capacitor depends on it.

And if you’re making decisions about sourcing, pricing, capacity planning, or competitive strategy in this space, you’re flying blind without this intelligence.


What You’re Actually Buying

This isn’t another generic market report padded with obvious observations.

Paumanok has tracked capacitor materials for 37 years. This study gives you:

The Complete Supply Chain Map — From bauxite reserves by country through smelting, thin-gage foil production, etching/forming, and final capacitor manufacturing. You’ll see exactly who controls what at every stage.

Real Pricing Data — Not estimates. Actual merchant market prices for anode and cathode foils by voltage rating. Mark-ups at each production stage. Cost structures for finished capacitors.

Market Shares That Matter — For thin-gage foil suppliers, etched foil merchants, captive producers, and capacitor manufacturers. You’ll know who’s winning and why.

20-Year Historical Analysis — Volume, value, and pricing trends from 2003-2025. See the patterns that predict what happens next.

Forecasts Through 2030 — Based on correlation models between foil consumption and capacitor production. Not wishful thinking—historical validation.

The Economics of Production — Cost of goods sold breakdowns. Operating margins. Raw material requirements. Where the money actually goes in a 5×11.5mm radial capacitor versus a snap-in unit.


Who This Is For

You need this if you:

  • Source capacitor foils and need leverage in negotiations
  • Manufacture aluminum electrolytic capacitors and want to optimize material costs
  • Invest in materials companies and require hard data on market dynamics
  • Compete in this ecosystem and need to understand consolidation trends (like the Showa Denko/Mitsubishi acquisitions)
  • Plan capacity for foil production or capacitor assembly
  • Evaluate suppliers and need to know who’s captive versus merchant, and why it matters

What Makes This Different

Most market research is recycled press releases and linear extrapolations.

This study is built on primary source intelligence: supplier interviews, manufacturer data, customs records, capacity audits, and 37 years of tracking this specific supply chain.

You get:

  • Production volume by country (China, Japan, Taiwan, Korea)
  • Captive versus merchant market splits
  • Technology forecasts for solid/liquid polymer systems
  • Competitive advantages in foil anodization
  • The 14 major capacitor manufacturers who etch their own foil
  • Cost savings strategies that actually work

The Hard Truth

Four countries produce the majority of aluminum capacitors globally.

Thin-gage foil supply is consolidating rapidly—Apollo-RESONAC (Showa Denko + Mitsubishi) now dominates.

Conductive polymer capacitors are growing at the expense of traditional electrolyte systems.

And if you don’t understand these shifts, you’re making decisions with outdated assumptions.


What You’ll Know That Your Competitors Don’t

  • Exact foil costs in different capacitor configurations
  • Which vendors supply thin-gage versus etched/formed foil
  • How merchant market pricing differs from captive operations
  • Where bauxite reserves are concentrated and what that means for supply security
  • Which capacitor manufacturers have vertical integration advantages
  • Real 2030 forecasts for anode/cathode foil demand by type