Abstract:With the continuous improvement of China's manufacturing level and the rapid development of emerging downstream applications of thermal interface materials, such as data centers, new energy vehicles, wearable devices, etc., the demand for heat dissipation will also rise simultaneously, and the market size of China's thermal interface materials industry will show an upward trend, the data shows that the market size of China's thermal interface materials industry in 2022 will be about 1.545 billion yuan, and the output value will be about 370 million yuan.
1. Definitions and Classification
Thermal interface material (or thermal interface material) is a material that improves the efficiency and effectiveness of heat dissipation in electronic devices. The thermal conductivity of air is only 0.024 watts/meter·degree, which is not conducive to heat dissipation, hinders the conduction of heat, and the thermal interface material excludes the air between the electronic components and the radiator in the electronic equipment, and establishes an efficient heat conduction channel between the electronic components and the radiator, so that the heat generated by the work of the electronic equipment is dispersed more evenly, and the work efficiency of the radiator is improved. Common thermal interface materials include thermal paste, thermal gel, phase change material, graphite sheet, sheet thermal conductive gap filling material, liquid thermal conductive gap filling material, etc.
Second, the development process
From the initial imitation and learning of the products of multinational enterprises to their own R&D and production, and the global leading position in emerging fields such as graphene, Chinese thermal interface material companies have experienced three stages: introduction period, growth period and rapid growth period. With the steady progress of emerging industries such as data centers, new energy vehicles, and 5G commercialization, the application scenarios of thermal interface materials have increased, and the development of thermal interface materials has ushered in a new peak.
3. Industry policy
In recent years, in order to encourage the development of thermal interface materials and their downstream industries, the state has successively issued a series of laws, regulations and policies. June 2022. The Ministry of Industry and Information Technology and other departments issued the "Notice on the Action Plan for Improving Industrial Energy Efficiency", which pointed out that the application of hardware energy-saving technology should be promoted, and the overall energy efficiency of equipment should be improved by using high-process chips and ammoniated brocade power amplifiers. New heat dissipation technologies such as liquid cooling and natural cooling sources are gradually introduced. Promote the R&D and application of digital technologies such as 5C, cloud computing, edge computing, Internet of Things, big data, and artificial intelligence in the field of energy conservation and efficiency improvement, and actively build a digital Li Sheng system for energy efficiency management.
Fourth, industry barriers
1. Technical barriers
The thermal interface material industry is a technology-intensive industry, and the early R&D stage requires high R&D investment and patent technology accumulation. The technical barriers of thermal interface materials are mainly reflected in two aspects, on the one hand, the research and development of product formulation technology needs to be improved according to the different downstream application terminal fields, and on the other hand, the special production and processing technology of thermal interface materials.
2. Certification barriers
Manufacturers of electronic equipment such as mobile phones and computers will set up a complete certification system for parts suppliers based on product quality and production costs. When electronic equipment manufacturers select thermal interface material suppliers, they will conduct strict reviews of product quality, and those who pass the qualification certification can enter the supplier system of electronic equipment manufacturers. Certified thermal interface material companies will not be easily replaced, which can effectively strengthen their market position, but pose a certification barrier for new entrants. At the same time, there are mandatory safety certification standards for cross-border sales, and the safety certification standards of different countries or regions are different, which increases the difficulty of cross-border sales of enterprises, such as UL certification in the United States, CE and ENEC certification in Europe, etc. For example, Hongfucheng joined the Foxconn supplier system and won the title of Foxconn's excellent supplier, and at the same time, Hongfucheng has obtained UL certification in order to enter the US market. Aochuan Technology has also obtained UL and SGS certifications in the United States.
3. Input wall
Since the thermal interface materials are greatly affected by their downstream application terminals, the continuous development and change of downstream terminals will also promote the continuous iterative upgrading of thermal interface materials, and the rapid upgrade of products requires continuous capital and talent investment to support.
Fifth, the industrial chain
The upstream of the industrial chain of the thermal interface material industry includes glass fiber, silica gel, alumina, resin materials, etc., and the upstream of the industry is thermal interface materials, and the downstream is widely used in communication equipment, consumer electronics, automobiles and household appliances. There are many types of thermal interface materials, a wide range of raw materials, mainly glass fiber and silica gel, most of the raw materials are mature in the market, and there are many suppliers in the market, so the supply of raw materials is sufficient, some raw materials have high-tech content, and the suppliers have a strong right to speak.
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