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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