事實上自2017年開始,鋁電解電容器便呈現出供不應求的狀態,好在工廠能夠及時調整生產方案來滿足各大企業的需求,但隨著新冠疫情的爆發導致工廠停工等一系列問題的出現,三和電解電容一直處于缺貨的狀態。
In fact, since 2017, aluminum electrolytic capacitors have been in short supply. Fortunately, the factory can adjust production plans to meet the needs of large enterprises. But with the outbreak of COVID-19, a series of problems, such as factory shutdown, have appeared. Three and electrolytic capacitors have been in short supply.
據統計,全球鋁電解電容器應用領域分布為消費性電子產品占45%, 工業占23%,資訊13%,通信7%,汽車5%,其他7%。消費類鋁電解電容器主要用于節能照明、電視機、顯示器、計算機及空調等消費類市場;工業類鋁電解電容器主要用于工業和通訊電源、專業變頻器、數控和伺服系統、風力發電及汽車等工業領域。
According to statistics, the application fields of aluminum electrolytic capacitors in the world are consumer electronic products accounting for 45%, industry accounting for 23%, information 13%, communication 7%, automobile 5% and others 7%. Consumer aluminum electrolytic capacitors are mainly used in consumer markets such as energy-saving lighting, television, display, computer and air conditioning; Industrial aluminum electrolytic capacitors are mainly used in industrial and communication power supply, professional frequency converter, numerical control and servo system, wind power generation, automobile and other industrial fields.
從鋁電解電容的應用可以看出,受體積的限制,鋁電解電容并不會出現在便攜式快消產品上,而更多的出現在工業、汽車、家電、照明等領域。這些應用領域的需求基本上不會出現智能手機這樣的超大規模的應用上,即使在過去兩年中出現的充電樁這樣的快速增長的應用需求上,鋁電解電容的產能擴張也基本能跟得上。
From the application of aluminum electrolytic capacitor, it can be seen that due to the limitation of volume, aluminum electrolytic capacitor will not appear in portable FMCG products, but more in industries, automobiles, household appliances, lighting and other fields. The demand in these application fields basically will not appear in super large-scale applications such as smart phones. Even in the rapidly growing application demand such as charging piles in the past two years, the capacity expansion of aluminum electrolytic capacitors can basically keep up.
快速普及的LED照明和急速擴張的新能源汽車充電樁市場,變頻空調的使用等,是過去兩年中鋁電解電容的需求增長的主要原因。再加上汽車LED照明、變頻器、數控伺服系統等也是國家節能減排、智能制造政策支持的需求,對鋁電解電容的市場增長也有很大的促進。過去多年鋁電解電容供過于求的局面,得到了改變。
The rapid popularization of LED lighting, the rapidly expanding new energy vehicle charging pile Market and the use of variable frequency air conditioning are the main reasons for the increase in the demand for aluminum electrolytic capacitors in the past two years. In addition, automotive LED lighting, frequency converter and CNC servo system are also the needs of national energy conservation and emission reduction and intelligent manufacturing policy support, which also greatly promotes the market growth of aluminum electrolytic capacitor. Over the past years, the situation of oversupply of aluminum electrolytic capacitors has been changed.
不過最根本的原因是環保風暴讓大部分的小型加工廠整改或關門,產能一年內突然大幅減少。隨之而來的是大廠也產能吃緊,鋁箔是鋁電解電容重要的原材料,過去一年中,價格上漲了近三成。不僅是鋁箔,導針、鋁殼、蓋板、電解液也在漲價,電解紙也在漲,可能也就是封裝膜還沒有漲價。
However, the most fundamental reason is that the environmental storm has led to the rectification or closure of most small processing plants, resulting in a sudden sharp reduction in production capacity within a year. Subsequently, large factories are also facing tight production capacity. Aluminum foil is an important raw material for aluminum electrolytic capacitors. In the past year, the price has increased by nearly 30%. Not only the price of aluminum foil, guide pin, aluminum shell, cover plate and electrolyte are also rising, and the price of electrolytic paper is also rising, which may be that the price of packaging film has not increased.
鋁電解電容的原料價格一直在上漲,再加上近年來受到疫情的影響,工廠的工作也受到了一定程度的影響,因此鋁電解電容的價格也有所上漲,加上各個行業的快速發展需求量激增,因此三和電解電容的交期也略有延長,這里,山東紅寶電子提醒廣大客戶,如需采購三和電解電容,建議提前備貨,避免因交期問題耽誤生產。
The price of raw materials for aluminum electrolytic capacitors has been rising. In addition, affected by the epidemic in recent years, the work of the factory has also been affected to a certain extent. Therefore, the price of aluminum electrolytic capacitors has also increased. Coupled with the rapid development of various industries and the surge in demand, the delivery time of Sanhe electrolytic capacitors has also been slightly extended. Here, Shandong Hongbao electronics reminds our customers, If it is necessary to purchase Sanhe electrolytic capacitors, it is recommended to prepare the goods in advance to avoid delaying production due to delivery time.