유전체 재료의 세계 시장 2024-2029년

Paumanok Industrial Market Research 「유전체 재료의 세계 시장, 기술, 투자 기회 2024-2029년 – Dielectric Materials: World Markets, Technologies and Investment Opportunities: 2024-2029」는 세계 유전체 재료 시장을 조사하고 주요 유전체 재료별 분석, 주요 플레이어 정보, 2029년까지의 예측 결과 등을 제공합니다.

조사 대상 재료

• 세라믹
• 알루미늄
• 플라스틱
• 탄탈
• 탄소
• EXOTICS 강유전체

주요 게재 내용

• 세라믹
  • 세라믹 커패시터 기술
  • 세라믹 커패시터의 구조
  • 다층 세라믹 칩 커패시터 (MLCC) 설계
  • Paumanok IMR의 세라믹 커패시터 분류법
  • 다층 세라믹 칩 커패시터(MLCC) 제조
  • 다층 세라믹 칩 커패시터 (MLCC) 유통
  • 다층 세라믹 칩 커패시터 (MLCC)의 최종 시장 소비
  • 다층 세라믹 칩 커패시터(MLCC)의 지역별 시장과 주요 소비국
  • 다층 세라믹 칩 커패시터 (MLCC)의 중요한 재료 재활용
• 알루미늄
  • 알루미늄 커패시터 재료
  • 커패시터 포일 시장
• 플라스틱
  • 플라스틱 필름 커패시터: 기술 개요
• 탄탈
  • 탄탈 커패시터: 공급망 최신 정보
  • 탄탈 커패시터의 레거시, 특징, 새로운 구성
  • TA205 커패시터 원료
  • 탄탈 커패시터 공급 체인
• 커패시터 급료 탄탈 금속 분말
• 탄소
  • 전기 이중층 커패시터(슈퍼 커패시터)
  • 대용량(Large Can) 전기 이중층 커패시터
  • PCB 탑재용 소형 전기 이중층 커패시터
  • 시장 예측과 기회
  • 전망
  • 투자 기회
• 공급원
  • 유전 재료 공급 업체 디렉토리

Report Description

“Dielectric Materials: World Markets, Technologies and Investment Opportunities: 2024-2029 ISBN 1-893211-75-4 (2024) offers a deep dive analysis for the global $5.5 Billion USD market for dielectric materials, including ceramic, aluminum, plastic, tantalum, carbon and exotic materials.

The study employs Paumanok’s private library of data covering the global capacitor materials markets spanning back 35 years of data and all associated raw materials consumed to produce anodes.

The study takes a detailed deep dive analysis of each primary dielectric materials and all key merchant market players and technology leaders in the vast global supply chain.

The ceramic section includes ceramic dielectric material formulation markets, barium titanate, barium carbonate and titanium oxide building blocks specifically tailored for consumption as capacitor dielectrics in paste and slurries.

The aluminum section includes a detailed analysis of the global market for etched and formed anode and cathode foils.

The plastic film segment focuses on polypropylene and polyester terephthalate supply chains, but also takes a detailed look at the valuable niche markets in PTFE, PI, PPS, PEN, PC and other exotic plastic film dielectrics.

The tantalum supply chain includes the complex ecosystems for capacitor grade tantalum metal powder and wire, including amorphous and hexagonal powders.

The carbon supply chain includes the complex ecosystems for activated carbon powder and cloth materials.

Exotic high EBITDA supply chains include glass, mica, paper, niobium, silicon and diamond.

The study offers detailed forecasts to FY 2029 and shows demand based upon dielectric materials type in value, volume and pricing with key metric comparisons between 2013 and 2024 studies.  The study also identifies almost 200 vendors supply dielectric materials and precursors with key share data and focused look at key dielectric material and precursor vendors who are critical to the high-tech economy. 

Published February 1, 2024, 264 Pages, 59 Tables and Graphs; 200 Vendors Cataloged and Crossed Referenced by Dielectric

Includes: CERAMIC, ALUMINUM, TANTALUM, PLASTIC, CARBON AND EXOTICS

TABLE OF CONTENTS

INTRODUCTION

PAUMANOK METHODOLOGY FOR STUDYING DIELECTRIC MATERIALS: 1988-2024 (MINERS, MATERIALS, MANUFACTURERS, DISTRIBUTORS, CONSUMERS)- A VERTICAL RESEARCH MODEL 18
PAUMANOK PROVENANCE AND UTILITY IN DIELECTRIC MATERIAL SUPPLY CHAINS AND ECOSYSTEMS: 1988-2024 19
PAUMANOK RESEARCH IN ELECTRONIC MATERIAL SUPPLY CHAINS AND ECOSYSTEMS: 1988-2024 20

Paumanok Provenance in the 8532 HTS-Trade and Transactions- CAPACITORS 21
Paumanok IMR Utility in Global Capacitor and Dielectrics Trade and Blockchain Engineering Over Time 21

DIELECTRICS 22

PRODUCTS COVERED IN THIS REPORT: MAPPING THE COMPLEX DIELECTRIC ECOSYSTEM 22

Dielectric Materials- Paumanok Taxonomy 22

CERAMICS 22

Barium Titanate Markets 22

ALUMINUM 23

Aluminum Oxide 23
TANTALUM 23
Amorphous Tantalum Oxide 24
Hexagonal Tantalum Oxide 24

PLASTIC 24

PP-Polypropylene 24
PET-Polyethylene Terephthalate 24
PEN-Polyethylene Napthalate 24
PPS-Polyphenylene Sulfide 25
PI-Polyamide 25
PS-Polystyrene 25
PTFE-Polytetrafluoroethylene 25
PC-Polycarbonate 25
PVDF-Polyvinylidene Fluoride 25
Siloxane 25

CARBON 25

Activated Carbon 25

EXOTICS 26

Niobium Oxide 26
Paper (Kraft/Manilla) 26
Mica 26
Glass 26
Silicon Dioxide 26
Diamond 26

MAXIMS 27

PASSIVE COMPONENT MAXIMS: RAW MATERIALS, DIELECTRIC MATERIALS AND AVAILABLE SURFACE AREA 27
DIELECTRIC MATERIALS: COMPETING SUPPLY CHAINS AND END-MARKET DRIVERS OF MATERIALS SALES 28
Paumanok Insights- Competition With Other Industries for Ores, Powders and Pastes 28
Paumanok Insights- Other Attributes of Dielectric Materials That Make Them Attractive to Other Industries 28
DIELECTRIC MATERIALS PROCESSING BY TECHNOLOGY PLATFORM 30
Multilayered Dielectric Stacking Technology 30
Dielectric Winding Technology 30
Porous Anode Technology 30
Exotic Dielectric Technologies 30
FEEDSTOCKS, ENGINEERING STEPS, DIELECTRIC DEVELOPMENT AND END-MARKET PULL 32
HOW DIELECTRIC MATERIALS ARE VERTICALLY INTEGRATED INTO CAPACITORS BASED UPON VOLTAGE AND MICRO-FARAD REQUIREMENTS 33
EXECUTIVE SUMMARY 34
The Global Market For Dielectric Materials By Type: 2023 34

OUTLOOK 36

THE GLOBAL MARKET OUTLOOK FOR DIELECTRIC MATERIALS BY TYPE: 2024-2029 AND INVESTMENT OPPORTUNITIES 36
Top Vendors of Primary Dielectric Materials To The Capacitor Industry: FY 2023 Market Shares 38
SUPPLY CHAIN INSIGHTS: DIELECTRIC MATERIALS: HOW CAPACITANCE IS ACHIEVED 39
CAPACITORS: COSTS OF GOODS SOLD 40
Capacitors: Cost of Goods Sold: FY 2023 40
VOLUME OF DIELECTRIC MATERIAL CONSUMPTION AND FORECASTS TO 2028 BY TYPE 41
PRICING OF DIELECTRIC MATERIALS AND PRICE FORECASTS TO 2028 BY TYPE 41
PAUMANOK INSIGHTS: LOW PRICE PER POUND FOR DIELECTRICS 42

1.0 CERAMICS 45

UNPACKING CERAMIC CAPACITOR TECHNOLOGY: AN IN-DEPTH ANALYSIS 45

Ceramic Capacitor Technology Overview & Analysis 45
Ceramic Capacitor Types 45
Multilayered Ceramic Capacitors (MLCC) 46
Single Layer Ceramic Capacitors 46

CERAMIC CAPACITOR CONFIGURATIONS 46

Surface Mount Ceramic Chip Capacitors (MLCC) 46
Leaded Ceramic Capacitors 46

MLCC DESIGN 46

MLCC Electrode Materials 48
MLCC Termination Materials 48
MLCC Ceramic Dielectric Materials 48
MLCC Performance Classes 48

PAUMANOK IMR-CERAMIC CAPACITOR TAXONOMY 49

Ceramic, 0201 MLCC (Multilayered Ceramic Chip Capacitors – 0201 BaTiO2) 49
Ceramic, 0402 MLCC (Multilayered Ceramic Chip Capacitors – 0402 BaTiO2) 49
Ceramic, 0603 MLCC (Multilayered Ceramic Chip Capacitors – 0603 BaTiO2) 49
Ceramic, 0805 MLCC (Multilayered Ceramic Chip Capacitors – 0805 BaTiO2) 50
Ceramic, 1206 MLCC (Multilayered Ceramic Chip Capacitors – 1206 BaTiO2) 50
Ceramic, 1210-1225 MLCC (Multilayered Ceramic Chip Capacitors – 1210-1225 BaTiO2) 50
Ceramic, High-CV MLCC (Multilayered Ceramic Chip Capacitors – All Sizes BaTiO2 In Hydrothermal, alk-oxide or sol-gel) 50
Ceramic, Specialty Capacitors 50
Understanding the Complex MLCC Supply Chain 51
MLCC Mining of Raw Dielectric Materials and Conductive Metals 51
MLCC Raw Materials Processing 51

MLCC CAPACITOR MANUFACTURING 51
MLCC CAPACITOR DISTRIBUTION 52
MLCC END-MARKET CONSUMPTION 52
MLCC REGIONAL MARKETS AND KEY CONSUMING COUNTRIES 52
MLCC RECYCLING OF CRITICAL MATERIALS 52

KEY TECHNICAL ECONOMIC MAXIMS ASSOCIATED WITH MLCC 52

Capacitance Requirement 52
Performance and Surface Area 53
How Ceramic Dielectric Materials Are Used 53
Technical Economics Of Ceramic Dielectric Materials 53
Scientific Maxim #1: Capacitance & Surface Area 53
Why Ceramic Capacitors Are So Economical 54
Importance of Raw Materials (Barium Carbonate and Titanium Dioxide) 54
Scientific Maxim #2: The Requirement of Capacitance In Electronic Circuits 54
Industry Snapshot: Understanding The Supply Chain For Ceramic Dielectric Materials: 55
Supply Chain Map Of The Ceramic Dielectric Materials Industry 55
Mining 55
Processing 55
Formulation 56
Merchant & Captive Supply Chain Mapping: 2023 57
Captive Versus Merchant Market For Ceramic Dielectric Materials: FY 2023 59
Description of Captive Versus Merchant Markets 59
Captive Market For Ceramic Dielectric Materials: 2023 59
Captive Market: A Description Of Ceramic Dielectric Materials Produced 60
Why Companies Produce Ceramic Dielectric Materials Captively 60
Captive Market: Barium Titanate 60
Captive Market: Formulations 60
Captive Market: Additives 60
Profitability Index By Segment (Barium Titanate, Formulations, Additives) 61
Additives Business Segment 61
Formulations Business Segment 61
Barium Titanate Business Segment 61
Competitive Environment in Ceramic Dielectric Materials: FY 2023 62
Ceramic Dielectric Material Vendors: Overall 2023 Sales & Market Shares 63
Ceramic Dielectric Materials: Market Shares: 2023 63
Competitive Intelligence in Barium Titanate: FY 2023 65
Sakai Chemical 65
KCM Corporation: 66
Fuji Titanium 66
Ferro Corporation 66
Sinocera 67
Prosperity Dielectrics 67
Ceramic Dielectric Formulations: Global Market Overview: FY 2023 67
Definitions 67
Captive Consumption Of BT In Formulations 68
The X7R/X5R Formulations Market 68
The COG Formulations Market: FY 2023 69
The Y5V Formulations Market: FY 2023 69
Ceramic Dielectric Formulation Suppliers To The Global Merchant Market: FY 2023 Estimated Market Shares Worldwide 71
Competitive Intelligence on Formulations Vendors: FY 2023 72
Ferro Corporation 72
TOHO Titanium 72
Prosperity Dielectrics 72
Fuji Titanium 73
KCM Corporation: 74
MRA Labs 74
Sinocera 74
Certronic 74
TPL Industries 75
THE GLOBAL ADDITIVES MARKET: FY 2023 75
Ceramic Dielectric Additive Suppliers To The Global Merchant Market: FY 2023 Estimated Market Shares Worldwide 76
CERAMIC DIELECTRIC MATERIAL FEEDSTOCKS: TRACING MLCC TO THE GROUND 78
Titanium Oxide 78
Titanium Oxide Supply Chain to The Global Multilayered Ceramic Capacitor Markets 78
Titanium Oxide Market Shares 78
Titanium Oxide Suppliers: Top Titanium Oxide Vendors To The Global Market: FY 2023 78
BARIUM CARBONATE SUPPLY TO THE GLOBAL MARKET 80
Consolidation of Global Market Capacity 81
Top Vendors of Barium Carbonate To The Global Market 81
Barium, Titanium and Additive Powders Consumed In Barium Titanate By Weight 82
Barium Carbonate Vendors by Country of Origin 84
Barium Carbonate Markets in MLCC 85
Barium Carbonate Consumption In Ceramic Dielectric Materials: Value, Volume: and Pricing 85
High Purity Barium Carbonate For Electronics: World Markets 85

2.0 ALUMINUM 87

ALUMINUM ELECTROLYTIC CAPACITOR MATERIALS 87

Aluminum Electrolytic Capacitors: Current Market Conditions and Future Outlook 87
Radial Leaded Aluminum Capacitors 87
Vertical Chip Capacitors (V-Chip) 88
Horizontal Chip Capacitors (H-Chip) 88
Axial Leaded Aluminum Capacitors 88
Screw Terminal {Large Can} 89
Snap-In/Snap-Mount Aluminum Capacitors 89
Specialty Aluminum Capacitors 89
Technical Maxims for Aluminum Capacitors 89
Economic Maxims for Aluminum Capacitors 90
Market Outlook and Beyond 90

CAPACITOR FOIL MARKETS 91

Introduction and Market Overview 91
Captive and Merchant Markets for Etched and Formed Foils 91
Correlation Between Foil Consumption and Capacitor Production 91
Capacitor Foil Conversion Into Square Meters 91
Capacitor Foil Pricing: FY 2023 92
Historical Aluminum Price Trend 92
Aluminum Process Materials Pricing: What Impacts Feedstock Pricing 92
Capacitor Foil Mark-Ups at Different Stages of Production 92
Competitive Advantages in Foil Anodization 93
Competitive Advantage of In-House Etching of Aluminum Foils 94
Price of Thin Foil and How It Is Sold 94
Merchant Market Prices For Anode Foils 94
Merchant Market Prices For Cathode Foils 94
Anode and Cathode Foils Price Structure by Voltage Rating 95
Global Market for Thin Gage Capacitor Foil By Country 95
Global Market For Etched and Formed Capacitor Foil By Country 96
Aluminum Electrolytic Capacitor Factories By Country: FY 2023 98
Competitive Environment & Market Shares In Capacitor Foils 99
Competition In The Supply Chain For Capacitor Foils: 2023 99
Understanding The Players At Each Level of The Supply Chain For Capacitor Foil: FY 2023 100
Major Vendors Of Thin Gage Capacitor Foil (99.99% Purity and 99.8% Purity Foils) 101
Merchant Market Suppliers of Etched and Formed Capacitor Foils to the Global Capacitor Industry: 2023 104
Major Merchant Market Vendors Of Etched and Formed Capacitor Foil For Anode and Cathode: FY 2023 106
Captive Manufacturers of Etched and Formed Capacitor Foils For Internal Consumption: 2023 110

3.0 PLASTIC 111

PLASTIC FILM CAPACITORS: TECHNOLOGY OVERVIEW: 2023 111

AC Film Capacitor Types & Definitions 111
Power Transmission and Distribution PFC Capacitors 112
Motor Run Capacitors 113
Industrial Power Factor Correction Capacitors 113
Lighting Ballast PFC Capacitors (Magnetic & HID) 114
Microwave Oven Capacitors 115
Power Film Capacitors (Snubber, Commutation, Filter, Pulsed Power) 117
DC Link Capacitors 118
Traction Capacitors: Electric Rail Capacitors 118
Industrial Conveyer Capacitors 118
Furnace Capacitors: Induction Heating 118
Welding Capacitors: AAT 118
Power Smoothing Capacitors 119
Additional Specialty Niche Markets for Power Film Capacitors 119
DC Film Capacitor Types & Definitions 120
General Purpose PET Film Capacitors (P5 Inductive) 120
Interference Suppression Capacitors (X/Y) 121
AC & Pulse Film Capacitors 122
SMD Film Chip 123
Film Dielectric Materials for The Capacitor Industry 124
Plastic Dielectric Films: Global Market Analysis 126
Polypropylene (PP) Film Consumption in The Capacitor Industry 126
Polyethylene Terapthalate (PET) Consumption in The Capacitor Industry 126
Polyphenylene Sulfide (PPS) Consumption in The Capacitor Industry 126
Polytheylne Napthalate (PEN) Film Consumption In The Capacitor Industry 126
Defense, High Heat, High Energy Density and Other Exotic Film Markets 126
Plastic Dielectric Film: Average Film Thicknesses By Dielectric 127
Plastic Dielectric Films: Supply Chain Analysis: 2023 127
Film Extrusion, Metallization, Consumption and Market Drivers: 2023 127
Capacitor Film Extrusion: Competitive Environment 127
Capacitor Film Metallization: Competitive Environment 127
Capacitor Manufacturers: Competitive Environment 127
End-Use Market Segments Driving Demand for Capacitor Film 127
Market Drivers For Polypropylene Capacitors 128
Market Drivers for Polyethylene Terapthalate 128
Market Drivers for PEN and PPS 128
Market Drivers for Exotic Dielectric Films 129
Plastic Dielectric Films Competitive Environment and Market Shares: 2023 130
Competitive Environment for Capacitor Films By Type: 2023 130
Summary: Top Global Vendors of Capacitor Grade Plastic Film To The Capacitor Industry: 2023 131
Plastic Dielectric Films: Customers and End-Markets: 2022 132

4.0 TANTALUM 134

TANTALUM CAPACITORS: SUPPLY CHAIN UPDATE 134

Molded Chip Tantalum Capacitors 134
• Tantalum, Molded Chip A Case (Manganese Cathode) 134
• Tantalum, Molded Chip B Case (Manganese Cathode) 134
• Tantalum, Molded Chip C Case (Manganese Cathode) 135
• Tantalum, Molded Chip D Case (Manganese Cathode) 135
• Tantalum, Molded Chip E/X Case (Manganese Cathode): 135
• Tantalum, Molded Chip A Case (Polymer Cathode) 135
• Tantalum, Molded Chip B Case (Polymer Cathode) 135
• Tantalum, Molded Chip C Case (Polymer Cathode) 135
• Tantalum, Molded Chip D Case (Polymer Cathode) 135
• Tantalum, Molded Chip E/X Case (Polymer Cathode) 135

LEGACY, SPECIALTY AND EMERGING NEW CONFIGURATIONS FOR TANTALUM CAPACITORS 136

• Radial Dipped 136
• Molded Radial 136
• Molded Axial 136
• Hermetic and Wet Slug Designs 136
New and Emerging Configurations 136
TA205 CAPACITOR RAW MATERIALS 136
Tantalum Ore, Powder and Wire (For Tantalum Anode) 136

THE TANTALUM CAPACITOR SUPPLY CHAIN 137

Mining of Tantalum Ore Raw Materials 137
Raw Materials Processing 137
Capacitor Anode Manufacturing 137
Component Distribution 137
End-Market Consumption 138
Recycling of Critical Materials (Urban Mining) 138
Tantalum Capacitor Market Outlook: 2023-2028 139

CAPACITOR GRADE TANTALUM METAL POWDER 139

Tantalum Value Chain To The Capacitor Industry: 2023 139
Primary Sources of Tantalum Ores & Concentrates 141
Tantalite Processing 142
Tantalum Technology Trends & Directions 142
Increasing The Capacitance Value of Tantalum Capacitors 142
Tantalum Powder Market Drivers: FY 2023 and Beyond 143
Capacitor Grade Tantalum Metal Powder, Wire and Cathode Material Consumption By Case Size (In Milligrams): 2023 144
Tantalum Materials Vendors: Competition and Market Shares 147
Tantalum Materials Vendors: 2023 Market Shares 148

5.0 CARBON 149

SUPERCAPACITORS: MAPPING OUT THE COMPLEX ECOSYSTEM 149

What is a Supercapacitor? 149
Demand Creation For Supercapacitors 149
Supercapacitors: Closely Associated With Battery Markets 150
Cost Comparison-Batteries Versus Capacitors 152
Variations In Supercapacitor Technology 152
Carbon Based 152
Metal Based 153
What is The Value Proposition for Supercapacitors? 153
Highest Capacitor Density Of Any Capacitor 153
Lowest Cost Per Farad 153
Wide Operating Temperature 154
Reliable, Long Life 154
Safe Operation 154
Market Attractiveness 155
Supercapacitors: On The Cusp Of Two Big Markets 155
Battery Augmentation Markets 155
Battery Displacement 155
Supercapacitor Types and Configurations 155

LARGE CAN SUPERCAPACITORS 156

Screw Terminal (Large Cans) Supercapacitor 156
Snap Mount (Large Can) Supercapacitors 156
SMALL SUPERCAPACITORS FOR PCB MOUNTING 156
Small Cell Bundling/Modules 156
Coin Cell Supercapacitors 157
Radial Leaded/Cylindrical (Small Cans) Supercapacitors 157
Carbon Electrodes Composition 158
Current Collector 158
Electrolyte 158
Separator 158
EDLC Supercapacitors: Costs To Produce: 2023 160
Carbon Material Costs 160
Electrolyte Costs 161
Separator Materials 161
Pricing For Activated Carbon Materials By End-Use Market Segment 161
Pricing for Activated Carbon Materials by End-Use Market Segment 162
Powder Versus Cloth Pricing and Key Variables (BET/ASH; Added Processing, Final Form Factor) 162
Vendor Market Shares in Powder and Cloth Supply To The Market: 2023 162
Powder Versus Cloth Performance Comparison 163
ESR Considerations 163
Power & Energy Density Considerations 163
BET Surface Area Considerations 163
Edge Versus Basel Plane Considerations 164
How Mesophase Based Carbon Outperforms Organics in EDLC Supercapacitors 164
Pore Density Considerations 164
Activated Carbon Content In Supercapacitors 164
Kuraray Chemical and Calgon Carbon Corporation (YP50F and YP80) 165
WL Gore- Exellerator 165
Cabot Corporation (Graphene) 166
Carbon Material Requirements To Perform As A Dielectric Substrate 166

MARKET FORECASTS AND OPPORTUNITIES 166

CAPACITOR MARKET FORECASTS: FY 2023-2028 166
FORECASTS: Global Value of Consumption For Capacitors: FY 2023-2028 166
DELPHI METHOD FORECASTS: 2023-2028 167
FORECASTS: Global Volume of Consumption For Capacitors: FY 2023-2028 167
FORECASTS: Global Pricing For Capacitors: FY 2023-2028 168
Ceramic Capacitors MLCC (MLCC, MLC, SLC): 2023-2028 Outlook 168
Aluminum Electrolytic Capacitors: 2023-2028 Outlook 168
Tantalum Capacitors: 2023-2028 Outlook 169
Plastic Film Capacitors: 2023-2028 Outlook 170
Other Capacitors: 2023-2028 Outlook 170

OUTLOOK 171

THE GLOBAL MARKET OUTLOOK FOR DIELECTRIC MATERIALS BY TYPE: 2024-2029 AND INVESTMENT OPPORTUNITIES 171
VOLUME OF DIELECTRIC MATERIAL CONSUMPTION AND FORECASTS TO 2028 BY TYPE 174
PRICING OF DIELECTRIC MATERIALS AND PRICE FORECASTS TO 2028 BY TYPE 175
INVESTMENT OPPORTUNITIES: 2024-2029 176
TOP VENDORS OF DIELECTRIC MATERIALS TO THE CAPACITOR INDUSTRY: FY 2023 MARKET SHARES 176

RESOURCES 178

DIRECTORY OF DIELECTRIC MATERIAL VENDORS 178
AFRICAN MINING METALLURGICAL GROUP (AMMG) (TANTALUM MINING) 178
ANDHRA PRADESH MINERAL DEVELOPMENT CORPORATION LTD. (BARITE MINING) 178
ALUKO CO, LTD. (FOIL) 179
AMG CIF- BRAZIL (TANTALUM MINING & PROCESSING) 179
ANHUI SAFE ELECTRONICS CO., LTD. (PLASTIC FILM) 180
BAKER-HUGHES INTEQ (ARGENTA MINE) (BARITE MINING) 180
BARIT MADEN TURK AS (BARITE MINING) 181
BAROID DRILLING (ROSSI MINE) {HALIBURTON} (BARITE MINING) 181
BECROMAL SPA (FOIL) NOW TDK FOIL- TRANSACTION 182
BEIJING ZHONG TUO MATERIAL TECHNOLOGY CO., LTD 183
BEMAX RESOURCES LIMITED (BEMAX) (TITANIUM FEEDSTOCK) 184
BIRKELBACH KONDENSATORTECHNIK GMBH (PLASTIC FILM) 185
BOLLORÉ GROUP (PLASTIC FILM) 186
BOREALIS POLYMERS N.V., (PLASTIC FILM) 186
BROYCHIM S.A.R.L. (BARITE MINING) 187
CABOT CORPORATION (CARBON) 187
CABOT TANCO-TANTALUM MINING CORP. OF CANADA LTD. (TANTALUM MINING) NOW SINOMINE 188
CALGON CARBON CORPORATION (KURARAY SUBSIDIARY) 191
CERTRONIC INDUSTRIA E COMERCIO LTDA. (BARIUM TITANATE, ADDITIVES) 193
CHONGQING HUAQI FINE CHEMICAL CO., LTD. (HIGH PURITY BARIUM CARBONATE, ADDITIVES) 193
CPC BARIUM (CHEMICAL PRODUCTS CORPORATION) (HIGH PURITY BARIUM CARBONATE) 194
CONGHUA TANTALUM & NIOBIUM SMELTERY (TANTALUM POWDER) 194
CRISTAL GLOBAL (TITANIUM FEEDSTOCK) 195
CONSTELLIUM SINGEN GMBH (FOIL) 195
DUOLUOSHAN SAPPHIRE RARE METAL CO. (TANTALUM POWDER) 196
DUPONT TITANIUM TECHNOLOGIES (HIGH PURITY TITANIUM DIOXIDE) 196
ETHIOPIAN MINERAL DEVELOPMENT SHARE COMPANY (TANTALUM MINING) 197
F&X ELECTRO-MATERIALS LTD (TANTALUM POWDER) 198
FERRO CORPORATION- NOW VIBRANTZ (CERAMICS; BARIUM TITANATE, FORMULATIONS, ADDITIVES) 199
FILMET DUE SRL (PLASTIC FILM) 201
FOSHAN SONGBAO ELECTRONIC FUNCTIONAL MATERIALS CO.,LTD. (HIGH PURITY BARIUM CARBONATE, 202
ADDITIVES) 202
FUJI TITANIUM INDUSTRY CO., LTD. (ISK GROUP SUBSIDIARY) (CERAMICS; HIGH PURITY TITANIUM DIOXIDE, FORMULATIONS) 202
FUWEI FILMS (SHANDONG) CO.,LTD. (PLASTIC FILM) 203
GALAXY RESOURCES LIMITED (ASX: GXY) (TANTALUM MINER) 203
GAM GLOBAL ADVANCED METALS (TANTALUM MINING AND PROCESSING) 204
GAM RESOURCES GREENBUSHES 204
GAM SUPERMETALS {CABOT SUPERMETALS} (TANTALUM POWDER & WIRE) 206
GORE-W. L. GORE & ASSOCIATES, INC 206
GUANGDONG DONGYANGGUANG ALUMINUM (EAST SUNSHINE ALUMINUM) (FOIL) 207
GUIZHOU REDSTAR DEVELOPMENT CO., LTD. (HIGH PURITY BARIUM CARBONATE) 207
H. C. STARCK GMBH & CO. KG (TANTALUM POWDER & WIRE) NOW FX 207
HANWHA CHEMICAL CORPORATION (BARIUM TITANATE, FORMULATIONS) 208
JIARUN FINE CHEMICALS CO., LTD. (HIGH PURITY TITANIUM DIOXIDE, HIGH PURITY BARIUM CARBONATE, BARIUM TITANATE) 209
HANHUA SPECIALTY CHEMICALS (BARIUM TITANATE, BARIUM CARBONATE, TITANIUM DIOXIDE) 209
HEBEI XINJI CHEMICAL GROUP CO., LTD. (HIGH PURITY BARIUM CARBONATE, ADDITIVES) 210
HIEU GIANG CO. LTD. (TITANIUM FEEDSTOCK) 210
HUBEI SHIHU TIANYOU TECH. (HIGH PURITY BARIUM CARBONATE) 210
HUBEI SHIHUA FRIENDSHIP CHEMICAL CO., LTD. (HIGH PURITY BARIUM CARBONATE) 211
HUNSTMAN INTERNATIONAL LLC (HIGH PURITY TITANIUM DIOXIDE) 211
HUTONG GLOBAL COMPANY LIMITED (HIGH PURITY BARIUM CARBONATE) 212
HYPERION CATALYSIS INTERNATIONAL 212
ILUKA RESOURCES (TITANIUM FEEDSTOCKS) 213
INDIAN RARE EARTHS LIMITED (IREL) (TITANIUM FEEDSTOCKS) 213
INMATECH, INC 214
JAPAN CAPACITOR INDUSTRIAL COMPANY LIMITED (JCC) (FOIL) 215
JIA RUN CHEMICALS CHINA PRC (BARIUM TITANATE) 216
KCM CORPORATION (KYORITSU CERAMIC MATERIALS CO. LTD.) (BARIUM TITANATE, FORMULATIONS, ADDITIVES)- NORITAKE 216
KDK CORPORATION (FOIL) 217
KEMET CORPORATION (TANTALUM POWDER PROCESSOR)- NOW YAGEO CORP 217
KEMET BLUE POWDER CORPORATION (TANTALUM PROCESSING)- YAGEO 218
KENMARE RESOURCES PLC. (TITANIUM FEEDSTOCKS) 218
KRONOS WORLDWIDE, INC. (HIGH PURITY TITANIUM DIOXIDE FOR MLCC) 219
KURARAY CHEMICAL CO., LTD 220
LORAD CHEMICAL CORPORATION (BARIUM TITANATE) 220
MALAYSIA SMELTING CORPORATION (TANTALUM FROM TIN SLAG) 221
METALYSIS LTD. (TANTALUM METAL POWDER) 222
MI-SWACO (GREYSTONE MINE) (BARITE MINING) 223
MINERAÇÃO TABOCA S.A. (TANTALUM MINING FOR FENBTA ALLOY)- MINSURS.A 223
MITSUBISHI ALUMINUM COMPANY LIMITED (FOIL) 223
MITSUBISHI CHEMICAL CORPORATION (CARBON) 224
MIRWEC FILM, INC. (PLASTIC FILM) 225
MITSUI MINING & SMELTING COMPANY (TANTALUM METAL POWDER & RECYCLING) 225
MRA LABORATORIES, INC. (CERAMIC FORMULATIONS)- FERRO; VIBRANTZ 226
NAC KAZATOMPROM (CAPACITOR-GRADE TANTALUM POWDER, METAL POWDER AND WIRE) 226
NANOMATERIALS COMPANY (BARITE MINING, FOCUS ON ELECTROCERAMICS) 227
NANTONG SOUTHLIGHT ELECTRONIC MATERIALS CO., LTD. (FOIL) 227
NEW RIVERSIDE OCHRE (BARITE MINING) 228
NINGXIA ORIENT GROUP, CNMC NINGXIA NONFERROUS METALS (TANTALUM POWDER & WIRE) 228
NIPPON CHEMICAL INDUSTRIAL (JCI) (HIGH PURITY BARIUM CARBONATE, CERAMIC FORMULATIONS) 229
NIPPON FOIL MANUFACTURING COMPANY LIMITED (FOIL)- NOW UACJ 230
NIPPON LIGHT METAL CO. LTD. (FOIL) 230
NOAH TECHNOLOGIES CORPORATION (BARIUM TITANATE) 231
NORSK HYDRO ASA (VAW) (FOIL) 231
OPPC 231
OSAKA GAS CHEMICALS CO., LTD 232
PANGANG TITANIUM INDUSTRY COMPANY LIMITED (TITANIUM FEEDSTOCKS) 234
PICA/ACTITEX (CARBON) 234
POLYPLEX (THAILAND) PCL (PLASTIC FILM) 235
PLANSEE (TANTALUM WIRE) 235
PROSPERITY DIELECTRICS (PDC/WALSIN) (BARIUM TITANATE, FORMULATIONS) 235
QYNERGY 236
REDEMI (TANTALUM MINERS) 237
RHODIA (LIYANG) RARE EARTH NEW MATERIALS COMPANY LIMITED (SOLVAY GROUP) (ADDITIVES) 237
RICHARDS BAY MINERALS (RIO TINTO) (TITANIUM FEEDSTOCKS) 238
ROSREDMET (TANTALUM POWDER PROCESSING) 239
SAKAI CHEMICAL INDUSTRY COMPANY LIMITED (CERAMICS; HIGH PURITY TITANIUM DIOXIDE, BARIUM CARBONATE, BARIUM TITANATE) 239
SAMSUNG FINE CHEMICAL (SFC) (CERAMICS; BARIUM TITANATE, FORMULATIONS)- NOW LOTTE FINE CHEMICAL 241
SATMA (PPC) {KENDEIL} (FOIL) 241
SHANGHAI XISHU ELECTRONIC MATERIAL COMPANY LTD. (PLASTIC FILM) 242
SHEN ZHOU MINING & RESOURCES, INC. (BARITE MINING) 242
SHIN-ETSU FILM COMPANY LIMITED (PLASTIC FILM) 243
SHOWA DENKO K.K. (FOIL) 244
SHOWA DENKO SAKAI ALUMINUM K.K. (SSK) (FOIL) 244
SHOWA TITANIUM CO., LTD. (SHOWA-DENKO KK) (HIGH PURITY TITANIUM DIOXIDE) 244
SICHUAN EM TECHNOLOGY COMPANY LIMITED (PLASTIC FILM) 246
SINOCERA (SHANDONG SINOCERA FUNCTIONAL MATERIAL CO LTD) (CERAMIC BARIUM TITANATE, FORMULATIONS) 246
SKC CO., LTD (PLASTIC FILM) 247
SMEC SUNG MOON ELECTRONICS CO LTD LIMITED KOREA (PLASTIC FILM) 247
SOLVAY CHEMICALS (HIGH PURITY BARIUM CARBONATE, ADDITIVES) 248
SOUTHWEST ALUMINUM (GROUP) CO., LTD. (FOIL) 249
SPECTRACORP (CARBON) 249
STANDARD INDUSTRIAL MINERALS (BARITE MINING) 250
STEINER GMBH & CO KG (PLASTIC FILM) 250
SUKGYUNG AT CO., LTD. (HIGH PURITY BARIUM CARBONATE, HIGH PURITY TITANIUM DIOXIDE, BARIUM TITANATE) 251
SUMITOMO LIGHT METAL IND. LTD. (FOIL) 252
TEIJIN DUPONT FILMS (PLASTIC FILM)- NOW TEKRA 252
TERVAKOSKI FILMS GROUP (PLASTIC FILM) 254
TESLA- MAXWELL TECHNOLOGIES, INC.- NESSCAP (CARBON) 254
THERMOGRADE PROCESS TECHNOLOGY LIMITED (BARIUM TITANATE) 255
TIANJIN WANHUA CO., LTD. (PLASTIC FILM) 255
TIBREWALA ELECTRONICS LIMITED (PLASTIC FILM) 255
TOHO TITANIUM COMPANY LIMITED (CERAMICS; HIGH PURITY TITANIUM DIOXIDE) 256
TORAY ADVANCED FILM COMPANY LIMITED (PLASTIC FILM) 256
TOYO ALUMINIUM K.K. (FOIL) 257
TPL INDUSTRIES (BARIUM TITANATE) 257
TREOFAN GERMANY GMBH & CO KG (PLASTIC FILM) 258
TRONOX INCORPORATED (HIGH PURITY TITANIUM DIOXIDE) 259
TIWEST PTY (TRONOX/EXXARO) (HIGH PURITY TITANIUM DIOXIDE) 259
UC RUSAL (SAYANAL) (FOIL) 259
ULBA METALLURGICAL PLANT (TANTALUM POWDERS, INGOT AND MILL PRODUCTS) 260
VISHNU CHEMICALS PRIVATE LIMITED (SOLVAY JV) (HIGH PURITY BARIUM CARBONATE) 261
WESTVACO (CARBON)- NOW WESTROCK 261
WOCHEM INDUSTRY CO., LIMITED (HIGH PURITY BARIUM CARBONATE) 262
XINJIANG JOINWORLD CO., LTD. (FOIL) 263
ZHANJIANG YASHEYA REFRACTORIES CO. LTD. (STEINBOCK) (BARITE MINING) 263
ZHAOQING HUAFENG ELECTRONIC ALUMINUM FOIL CO.,LTD.. (FOIL) 264
ZHEJIANG HUAYI ALUMINIUM CO., LTD. (FOIL) 264

Table of Figures

Figure 1: Paumanok Methodology for Studying Dielectric Materials: 1988-2024 18
Figure 2: Paumanok Provenance and Utility in Dielectric Material Supply Chains and Ecosystems: 1988-2024 19
Figure 3: Paumanok Scope of Coverage in Electronic Components and Supporting Materials 20
Figure 4: Capacitor Maxims: Raw Materials, Dielectric Materials and Available Surface Area 27
Figure 5: Competitive Supply Chains by Capacitor Dielectric and End-Market Pull 29
Figure 6: Dielectric Technologies by Key Platform (Stacking, Winding, Pressed and Exotic) 31
Figure 7: Feedstocks, Engineering Steps, Dielectric Development and End-Market Pull 32
Figure 8: How Dielectric Materials are Vertically Integrated into Capacitors Based Upon Voltage and Capacitance Requirements 33
Figure 9: The Global Market for Dielectric Materials by Type: 2023 35
Figure 10: Dielectric Material Consumption by Type and World Region: FY 2023 Compared to FY 2013 and FY 2028 Outlook 37
Figure 11: Executive Summary of Top Vendors of Each Dielectric: FY 2023 38
Figure 12: Supply Chain Insights: How Capacitance is Achieved 39
Figure 13: Costs To Produce and Operating Profit Margins By Capacitor Type: FY 2023 40
Figure 14: Volume of Dielectric Material Consumption and Forecasts to 2028 by Material Type 41
Figure 15: Pricing of Dielectric Materials by Type and Forecasts to 2028 41
Figure 16: Insights- Most Dielectrics are Less Than $20 USD a Pound 43
Figure 17: Dielectric Constants and Pricing for Key Raw Materials Consumed as Dielectrics: FY 2023 44
Figure 18: Supply Chain Map Of The Ceramic Dielectric Materials Industry: FY 2023 56
Figure 19: Mining, Engineering and Composition Supply to The Merchant and Captive Markets 58
Figure 20: Competitive Environment in Ceramic Dielectric Materials by Type: FY 2022 62
Figure 21: Ceramic Dielectric Material Vendors: FY 2023 Global Market Shares (All Materials Combined) 64
Figure 22: Global Merchant Markets for Formulations By Type (COG, X7R/X5R, Y5V, Other): FY 2022 70
Figure 23: Ceramic Dielectric Formulation Suppliers To The Global Merchant Market: FY 2023 Estimated Market Shares 71
Figure 24: Ceramic Dielectric Additive Suppliers To The Global Merchant Market: FY 2023 Estimated Market Shares 77
Figure 25: Titanium Oxide Suppliers: FY 2023 Market Shares 78
Figure 26: High Purity Titanium Oxide Suppliers to The Global Capacitor and Dielectrics Industries Worldwide 80
Figure 27: Barium Titanate Content (Titanium Oxide, Barium Carbonate and Additives) 83
Figure 28: Barium Carbonate Vendors by Country of Origin: FY 2023 84
Figure 29: High Purity Barium Carbonate Suppliers: FY 2023 Sales and Market Shares 86
Figure 30: Converting Capacitor Foil To Square Feet 91
Figure 31: Capacitor Foil Mark-Ups At Various Stages of Production: FY 2023 93
Figure 32: Thin Gage Foil Sales To The Captive and Merchant Markets By World Region: FY 2023 96
Figure 33: Actual Consumption of Etched and Formed Foil By Country: FY 2023 97
Figure 34: Aluminum Electrolytic Capacitor Manufacturers: Factories By Country 98
Figure 35: Structure of The Supply Chain for Capacitor Foils: FY 2023 99
Figure 36: The Key Players At Each Level of The Capacitor Foil Supply Chain: FY 2023 100
Figure 37: Merchant Market Suppliers of Etched and Formed Capacitor Foils: FY 2022 Market Shares 104
Figure 38: Top 14 Capacitor Manufacturers Who Etch and Form Their Own Foil: 2023 110
Figure 39: Advantages and Disadvantages of Plastic Film As a Capacitor Dielectric: 2023 125
Figure 40: Supply Chain For Plastic Dielectric Film: Extruders; Metallizers; Capacitor Manufacturers; End-Use Market Drivers: 2023 129
Figure 41: Competitive Environment for Capacitor Films By Type: 2023 130
Figure 42: Top Global Vendors of Capacitor Grade Plastic Film To The Capacitor Industry: 2022 Market Shares 132
Figure 43: Tantalum Value Chain To The Worldwide Capacitor Industry: 2023 140
Figure 44: Tantalum Metal Powder Market Drivers in Anode 144
Figure 45: Capacitor Grade Tantalum Metal Powder and Wire Content by Molded Chip Case Size: FY 2023 145
Figure 46: Tantalum Powder Consumption By Case Size (In Milligrams) 146
Figure 47: Capacitor Grade Tantalum Metal Powder producers: 2023 Market Shares Worldwide 148
Figure 48: How Supercapacitors and Batteries Co-Exist 150
Figure 49: Battery Technology Versus Supercapacitor 150
Figure 50: EDLC Supercapacitors: Costs To Produce: 2023 160
Figure 51: Supercapacitor Ecosystem in 2023 162
Figure 52: Supply Chain of Activated Carbon Materials to the Supercapacitor Industry (Powder and Cloth, Electrode, Anode) 165
Figure 53: Global Capacitor Consumption Value Forecasts By Dielectric: FY 2023-2028 167
Figure 54: Global Capacitor Consumption Volume Forecasts By Dielectric: FY 2023-2028 167
Figure 55: Global Capacitor Pricing Forecasts By Dielectric: FY 2023-2028 168
Figure 56: Dielectric Material Consumption by Type and World Region: FY 2023 Compared to FY 2013 and FY 2028 Outlook 173
Figure 57: Volume of Dielectric Material Consumption and Forecasts to 2028 by Material Type 174
Figure 58: Pricing of Dielectric Materials by Type and Forecasts to 2028 175
Figure 59: Executive Summary of Top Vendors of Each Dielectric: FY 2023 177