"15th Five-Year Plan" electrolytic copper foil special equipment in the future domestic market space

1. Overview of copper foil special equipment industry

According to the different production processes, it can be divided into electrolytic copper foil and rolled copper foil. Calendered copper foil is made by repeatedly rolling copper raw materials by physical means. Electrolytic copper foil refers to the metal foil produced by electrochemical deposition method with cathode copper or copper wire as the main raw material. The copper material is dissolved into copper sulfate solution, and then in the special electrolysis equipment, under the action of direct current, the copper ions in the copper sulfate solution are reduced to copper at the cathode to make the original foil, and then the surface roughening, curing, heat-resistant layer, corrosion-resistant layer, anti-oxidation layer and other surface treatments are carried out, among which the lithium battery copper foil is mainly treated with organic anti-oxidation on the surface, and finally made into a finished product after slitting and testing. Electrolytic copper foil is an irreplaceable basic material in the modern electronics industry, known as the "neural network" of electronic product signal and power transmission and communication, mainly used for the production of copper clad laminates and printed circuit boards and the production and manufacturing of lithium batteries, and the corresponding product categories are electronic circuit copper foil and lithium battery copper foil.

Electronic circuit copper foil is an important raw material for copper clad laminates and printed circuit boards, generally thicker than lithium battery copper foil, mostly in 12-70μm, usually one side is rough and one side is bright, the rough surface is combined with the substrate, and the smooth surface is used for printed circuits, mainly playing the role of signal and power transmission, and downstream products printed circuit boards are widely used in consumer electronics, communication equipment, energy-saving lighting, automotive electronics, industrial control equipment and other electronic industries.

Lithium battery copper foil has become the first choice for lithium battery anode current collector due to its good conductivity, soft texture and mature manufacturing technology. The lithium battery anode material needs to be coated on the current collector, and the lithium battery anode piece is prepared by drying, rolling, slitting and other processes. Lithium battery copper foil and cathode materials, anode materials, separators, electrolytes and other materials together form the battery cells of lithium batteries, and then the battery cells, BMS (battery management system) and accessories are packaged in packs to form a complete lithium battery pack, which is used in downstream fields such as new energy vehicles, 3C digital products, energy storage systems, and electric bicycles.

The production process of copper foil for electronic circuits mainly includes four processes: copper dissolving liquid, electrolytic green foil, surface treatment and slitting and packaging; The production process of lithium battery copper foil is roughly the same as that of electronic circuit copper foil, which is mainly divided into four parts: copper dissolving liquid making process, raw foil process, post-processing process and slitting and packaging process. The difference between the two production processes is mainly reflected in the different post-processing processes: in the production process of lithium battery copper foil, the raw foil generated by electrolysis is wound into copper foil rolls after surface anti-oxidation treatment; In the production process of copper foil for electronic circuits, the raw foil needs to be wound into copper foil coils after surface treatment such as pickling, roughening and curing, surface anti-oxidation, chrome plating, nickel plating, and galvanization. The main production equipment of lithium battery copper foil includes copper melting equipment, green foil surface and processing machine, and slitting machine; The main production equipment of each process of electronic circuit copper foil includes copper melting equipment, green foil machine, surface treatment machine, and slitting machine.

As the core component of the green foil machine, the cathode roller will significantly affect the performance of copper foil, and its surface grain size, geometry, flatness and roughness will directly affect the physical properties of electrolytic copper foil, such as gloss and tensile strength. At the same time, additives and surface treatment processes will also have a great impact on the quality of copper foil.

"15th Five-Year Plan" electrolytic copper foil special equipment in the future domestic market space

From the perspective of value, green foil equipment is very expensive, accounting for nearly 50% of the total cost of production equipment, among which, the cathode roller, anode groove, copper foil conduction and control system belong to the core equipment; In addition, the surface treatment machine is also one of the core equipment, and the roughening and anti-oxidation treatment of copper foil has an important impact on the production quality of copper foil.

2. Industry development trends

(1) The growth of demand for copper foil for high-performance electronic circuits has driven the growth of demand for copper foil special equipment and product upgrades

The PCB industry as a whole is developing in the direction of high density and thinness, and the products are constantly reducing the volume, lightweight and thin, and upgrading the performance. It is expected that in the future, the growth rate of packaging substrates and HDI boards will significantly exceed that of other PCB products. The development trend of PCB determines the development trend of electronic circuit copper foil, and lithium battery copper foil mainly pursues the trend of "thinning", high-performance electronic circuit copper foil has specific requirements in contour, thickness, tensile strength, elongation and other performance indicators, with high technical barriers. The high density, lightness and thinness of the PCB industry have further enhanced the importance of copper foil for electronic circuits in the PCB industry chain on the one hand, and on the other hand, it has also promoted the upgrading of copper foil technology and products for electronic circuits. With the growth of demand for copper foil for high-performance electronic circuits, the demand for copper foil special equipment has increased and product upgrades have been driven.

(2) The iteration of the "ultra-thin" technology of lithium battery copper foil meets the trend of lithium battery performance improvement and cost reduction, and drives the growth of demand for lithium battery copper foil equipment

Theoretically, the thinner the copper foil, the less copper is consumed, the lower the cost, the higher the specific volume, and the higher the energy density of the corresponding battery. At present, China's lithium battery copper foil is mainly 6-8μm, and domestic mainstream battery factories are also actively introducing 6μm lithium battery copper foil, and the domestic penetration rate of 6μm ultra-thin copper foil has increased year by year, and the data shows that the domestic penetration rate of ultra-thin copper foil exceeds 50%. In order to improve the mileage of new energy vehicles and solve the range anxiety of the terminal consumer market, lithium-ion batteries with high safety and high energy density have become the focus of the layout of battery companies, and are the main theme of the development of the lithium battery industry in the future. In the future, with the gradual maturity of the industrialization technology of 4.5m lithium battery copper foil and the gradual improvement of the application technology of battery enterprises, the application of 4.5m lithium battery copper foil is expected to gradually increase. The iteration of the "ultra-thin" technology of lithium battery copper foil meets the trend of lithium battery performance improvement and cost reduction, and simultaneously drives the growth of demand for lithium battery copper foil equipment.

(3) The domestic market space for electrolytic copper foil special equipment is broad in the future

At present, the global high-end production equipment manufacturing of electrolytic copper foil is mainly concentrated in Japan, South Korea and China. In the manufacture of core equipment such as cathode rollers, domestic equipment manufacturers continue to narrow the technological gap with the international advanced level through their own efforts. With the rapid growth of the market demand for electrolytic copper foil, the market demand for high-end production equipment of electrolytic copper foil continues to grow.

3. Industry competition pattern

(1) There are many types of copper foil special equipment, and different enterprises focus on different fields

There are few enterprises engaged in the manufacture of copper foil special equipment at home and abroad, and most of them are small in scale and the industry concentration is not high. The manufacturing process of copper foil special equipment is complex, the technical difficulty is high, and the copper foil manufacturing involves core equipment such as copper dissolving cans, green foil machines (including cathode rollers), surface treatment machines, slitting machines, etc., and only a few domestic enterprises can supply a full set of equipment. The types of copper foil equipment produced by equipment manufacturers in the industry are not exactly the same, so there is competition between companies only in the field of overlapping equipment. In the future, with the continuous progress and breakthrough of downstream PCB copper foil and lithium battery copper foil technology, the competition in the copper foil special equipment industry will be upgraded from the competition of a single element to the competition of all-round capabilities of enterprises such as capital, technology and talents. Multiple factors such as the company's automation solution capability and the ability to cooperate deeply with upstream and downstream industry chain enterprises will greatly affect the future competition pattern of the industry.

(2) The overseas technology of copper clad laminate and copper foil special equipment is relatively leading, and domestic enterprises continue to develop

In terms of special equipment for copper clad laminates, due to the early start of the PCB industry in developed countries such as Europe and the United States, more than 70% of the global PCB output value before 2000 was distributed in the Americas, Europe and Japan and other regions. With the continuous transfer of PCB and copper clad laminate industry to China, domestic copper clad laminate special equipment enterprises have also begun to develop gradually, but due to the late start of the industry, there is still a gap with foreign companies in high-end product technology. With the development of China's PCB and CCL market, many industry-leading PCB manufacturers such as Shennan Circuit and Kinwong Electronics and global leaders in the CCL industry such as Kingboard Group, Shengyi Technology and Nanya New Materials have been born. Relying on the advantages of the mainland PCB and copper clad laminate industry agglomeration, domestic copper clad laminate manufacturers have been iterating at high speed in technology research and development, expanding production capacity, and also promoting the development of the copper clad laminate special equipment industry.

(3) Major leading enterprises in the industry

1) Mifune, Japan

Relying on its own research and development and perennial accumulation of specialized technology, the company designs and manufactures the main engine of copper foil production equipment and supporting equipment, including copper foil machinery and equipment, waste incineration machinery and equipment, etc.;

2) Yatai Metal

Taiwan Yatai Metal Industry Co., Ltd., the coating machine was first used in the production of tape, in 1986 to expand the new business, research and development of PCB upstream material CCL impregnation equipment, related coating equipment is also used in flexible board (FCCL), passive components, nano silver touch, carbon fiber and optical fields, compared with machine tools and other traditional equipment industry, can be widely used in roll-to-roll (R2R) precision coating cross-field industry, the main products are printed circuit board substrate process equipment (impregnation machine, laminating machine), Film process equipment (coating machines, energy substrate process equipment);

3) Dawson shares

Mainly engaged in the manufacturing business of oil and gas drilling equipment, in June 2022, it successfully acquired 51% of the equity of Hongtian Technology, and officially laid out the high-end production equipment manufacturing business of electrolytic copper foil. The company's core products include electrolytic copper foil cathode rollers, green foil machines, anode plates, high-efficiency copper melting tanks, surface treatment machines, etc., with an annual production capacity of more than 1,000 sets;

4) Shaanxi Baoyu Technology

It is mainly engaged in the research and development, production, sales and service of special equipment for roll-to-roll continuous treatment process and its supporting energy-saving and environmental protection equipment. The company mainly provides non-standard special equipment and services for users in the copper clad laminate industry and its upstream main raw materials, electronic copper foil, electronic glass fiber cloth industry.

5) Xi'an Taijin

It is a high-tech industrial company mainly engaged in the research and development, manufacturing, testing, testing and technical services of electrode materials and high-end electrolysis equipment. It is the main R&D and production base of high-end electrolytic copper foil complete sets of equipment and anode materials in China; It is also a landmark enterprise in the whole process production of high-end titanium anodes, cathode rollers, green foil integrated machines, surface treatment lines and high-efficiency copper dissolving systems for ultra-thin copper foil in the world.

For more industry information, please refer to the "2024-2030 Copper Foil Special Equipment Industry Market Research and Development Trend Forecast Report" of PwC Consulting, and PwC Consulting also provides special market research projects, industry research reports, industrial chain consulting, project feasibility study reports, specialized and special new little giant certification, market share reports, 15th Five-Year Plan, post-project evaluation reports, BP business plans, industrial maps, industrial planning, blue white papers, national manufacturing single champion enterprise certification, IPO fundraising feasibility study, IPO working paper consulting and other services.

"15th Five-Year Plan" electrolytic copper foil special equipment in the future domestic market space

Read on

24 electronic devices that have disappeared, compare them, which one have you used?

In 2023, BOE A will achieve revenue of 174.543 billion yuan, a slight decrease of 2.17%. Its business is dominated by displays, accounting for 84.25%, and the Internet of Things innovation business accounts for 1

Overtake! Japan announced a breakthrough in 6G equipment, and Huawei's 5G status is facing challenges

The Ministry of Industry and Information Technology vigorously promotes 5G cross-network roaming! Huawei 5G equipment affected? Netizen: Reduced fees?

The Apple 15 device is back! However, to build an OEM industry chain beyond China, India has no ambitions

180 devices can be upgraded, HarmonyOS 4.2 is more interesting and fun, and the experience has been comprehensively improved

Internet celebrity Wen Elf suffered from severe depression for half a year, and announced his return to say that his communication equipment had been confiscated by his family

U.S. chip strength: monopoly 51% of design, 68% of EDA/IP, and 47% of equipment

It is not black or blown, and chip equipment manufacturers in the United States, Japan and Europe are all relying on China to "reward" food

MIT engineers create advanced lead detection equipment that delivers near-instantaneous and accurate results with a single drop of water

Popular Science | What are the power equipment? What is the difference between primary and secondary equipment?

Huawei will use the remaining inventory of Kirin 9000 chips in devices that cost around $300

The urban management is equipped with explosion-proof helmets and professional law enforcement recording equipment! Is this too powerful to deal with the masses? Or is there a deviation in the direction of the work? If you don't understand, just ask, and see in the comment area. #城管

Case Study (17) - The ship was stranded due to the failure of the safety valve of the auxiliary boiler

National Highway 245 New Deal Overrun Detection Station Traffic Technology Monitoring Equipment Will Be Launched Soon···

HarmonyOS 4.2A new batch of public beta upgrades has been launched, and these 14 Huawei devices have been upgraded, making them smoother