薄膜電容器上游主要包括基膜、金屬箔、導(dǎo)線、外包裝等,其中,基膜是核心原材料,材料的差異會(huì)使薄膜電容器體現(xiàn)出不同的性能。
The upstream of thin film capacitor mainly includes base film, metal foil, wire, outer package, etc. among them, the base film is the core raw material, and the difference of material will make the film capacitor show different performance.
薄膜電容器由于其擁有耐高壓、無極性、頻率響應(yīng)廣、溫度特性好等優(yōu)點(diǎn),下游應(yīng)用廣泛,主要分為傳統(tǒng)領(lǐng)域和新領(lǐng)域,傳統(tǒng)領(lǐng)域包括家電、照明、工控等;新興領(lǐng)域包括風(fēng)電光伏、新能源汽車等。
Due to its advantages of high voltage resistance, non polarity, wide frequency response and good temperature characteristics, thin film capacitors are widely used in the downstream, which are mainly divided into traditional fields and new fields. The traditional fields include home appliances, lighting, industrial control, etc.; emerging fields include wind power photovoltaic, new energy vehicles, etc.
長期來看,新能源汽車將會(huì)成為行業(yè)增長的核心驅(qū)動(dòng)。
In the long run, new energy vehicles will become the core driver of industry growth.
薄膜電容器產(chǎn)業(yè)鏈
Film capacitor industry chain
從下游應(yīng)用來看,傳統(tǒng)領(lǐng)域的薄膜電容需求較為平穩(wěn),但是新興領(lǐng)域,光伏發(fā)電、風(fēng)力發(fā)電等行業(yè)都為塑料薄膜電容行業(yè)帶來了新的機(jī)遇。
From the perspective of downstream applications, the demand for film capacitors in traditional fields is relatively stable, but emerging fields, such as photovoltaic power generation and wind power generation, have brought new opportunities to the plastic film capacitor industry.
以新能源汽車為例,直流支撐電容是新能源汽車中的關(guān)鍵器件。薄膜電容器替代鋁電解電容器成為新能源汽車直流支撐電容首選。為了提高輸出功率,新能源汽車的母線電壓有不斷提高的趨勢,這對直流支撐電容的性能提出了更高的要求。
Taking new energy vehicle as an example, DC support capacitor is the key device in new energy vehicle. Thin film capacitor is the first choice of DC support capacitor for new energy vehicles instead of aluminum electrolytic capacitor. In order to improve the output power, the bus voltage of new energy vehicles has a trend of increasing, which puts forward higher requirements for the performance of DC support capacitor.
相比鋁電解電容器,薄膜電容器在安全性、耐壓能力、壽命上明顯優(yōu)于鋁電解電容器。同時(shí)金屬化膜以及膜上金屬分割技術(shù)的出現(xiàn),使得薄膜電容器的體積越來越小,成本也越來越低,從而使得薄膜電容替代鋁電解電容成為新能源汽車直流支撐電容的首選。
Compared with aluminum electrolytic capacitor, thin film capacitor is superior to aluminum electrolytic capacitor in safety, withstand voltage ability and life. At the same time, the appearance of metallized film and metal segmentation technology on the film makes the volume of thin film capacitor smaller and smaller, and the cost is also lower and lower, which makes the thin film capacitor replace aluminum electrolytic capacitor as the first choice of DC support capacitor for new energy vehicles.
目前像豐田普銳斯、model3、比亞迪“秦”等車型都采用薄膜電容器作為直流支撐電容。
At present, such as Toyota Prius, model 3, BYD "Qin" and other models use thin film capacitor as DC support capacitor.