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What is the development of copper foil in the second episode of the third quarter of the lithium battery industry chain analysis?

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In the manufacture of copper foil, the first "calendering process" was used, in which the copper plate was heated and then rolled.

The copper foil produced by this method is thicker and is mainly used for building moisture protection and decoration.

In the early 50s of the 20th century, the emergence of the PCB industry brought the copper foil manufacturing industry into the category of precision manufacturing.

What is the development of copper foil in the second episode of the third quarter of the lithium battery industry chain analysis?

In the 60s, PCB gradually spread to all fields of the electronics industry, and the copper foil industry rose.

However, due to the limitation of rolling due to the limit thickness of rolled copper foil, a new manufacturing method is urgently needed to meet the demand for copper foil thinness in PCB.

In 1968, Mitsui Kinzoku of Japan introduced the "electrolytic copper foil" technology through the acquisition of Yates and Gould in the United States.

What is the development of copper foil in the second episode of the third quarter of the lithium battery industry chain analysis?

Electrolytic copper foil technology uses copper sulfate solution as raw material to make copper foil by electrolysis.

This method not only has a low capital investment, but also produces thinner copper foil.

After mastering this technology, the production process of copper foil in Japan made a leap forward, and the production of industrial electrolytic copper foil began.

What is the development of copper foil in the second episode of the third quarter of the lithium battery industry chain analysis?

Japan's copper foil industry began to surpass the United States in terms of production technology, output, and market share, becoming the world's largest copper foil producer.

After the 70s, the electrolytic copper foil process was introduced into China, and only a few alloy factories mass-produced electrolytic copper foil at that time.

In the late 90s, domestic electrolytic copper foil ushered in the first outlet - the global PCB industry began to shift from Europe and the United States to China.

What is the development of copper foil in the second episode of the third quarter of the lithium battery industry chain analysis?

Since 2002, China has become the world's third largest producer of PCB substrate materials - copper clad laminates.

Benefiting from the rise of copper clad laminates, the copper foil industry exploded. The industry-wide production capacity growth rate has risen to more than 20%, and the average selling price of medium and high-end copper clad laminates has risen from 120 yuan/sheet to 150 yuan/sheet.

However, copper foil has gradually experienced overcapacity→ price war→ industry cleared → oligopoly, there are few manufacturers left in the production of PCB copper foil, the industry concentration has increased, Kingboard laminates and other giants CR10 market share is as high as 70%, and the copper foil industry in the field of PCB applications has entered a period of low profits.

What is the development of copper foil in the second episode of the third quarter of the lithium battery industry chain analysis?

Until 2016, copper foil ushered in another outlet - new energy batteries.

Due to the explosion of demand for new energy vehicles, as an indispensable raw material for power lithium batteries, the market demand for lithium battery copper foil has been rising, and the demand for lithium battery copper foil has increased from 30,000 tons to 52,000 tons in 2016.

At this time, because the production capacity of lithium battery copper foil and standard copper foil can be converted to each other, the original standard copper foil manufacturers began to transform the production of lithium battery copper foil.

What is the development of copper foil in the second episode of the third quarter of the lithium battery industry chain analysis?

In 2015, there were less than ten mainstream suppliers of lithium battery copper foil, mainly including Nord shares, Lingbao Huaxin, Jiayuan Technology, Tongling Nonferrous Metals, Hubei Zhongyi, and more than 20 by 2018.

So, what is lithium battery copper foil for?

What is the development of copper foil in the second episode of the third quarter of the lithium battery industry chain analysis?

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