Views: 0 Author: Site Editor Publish Time: 2020-05-28 Origin: Site
According to a report released by BCC Research in 2016, the global thermal management product market size will increase from US $ 10.7 billion in 2015 to approximately 11.2 billion in 2016, and to US $ 14.7 billion in 2021, with a compound annual growth rate during 2016-2021. According to data from Credence Research, the global thermal interface material market size is expected to increase from USD 774 million in 2015 to USD 1.711 billion in 2022, with a compound annual growth rate of 12.0% during 2015-2022.
At present, graphite thermal conductive materials are mainly used in consumer electronics such as smart phones and tablets. We estimate that each mobile phone, tablet, notebook computer, and wearable device uses synthetic graphite thermal materials of 0.022 ㎡, 0.025 ㎡, 0.088 ㎡, and 0.022 ㎡, respectively. Assume that global shipments of smartphones, tablets, notebook computers, and wearable devices are 3,329.28, 408.75, 1372.5, and 489.06 square meters. Thermal conductive graphite materials are 150 RMB per square meter. The potential market size of graphite thermal conductive materials is 8.264 billion yuan (not yet measured).
1. Smartphone
In 2017, the global smartphone market declined for the first time, and shipments fell by 0.1% compared to 2016, but idc predicts that global smartphone shipments will pick up in 2018 and maintain an annual compounding of about 2.8% in the future. The growth rate is expected to reach 1.68 billion global smartphone sales in 2022.
The entire smartphone industry presents the following development trends:
1) Higher frequency and performance, quad-core and octa-core will become main stream;
2) Bigger and clearer screen, 2k / 4k will appear on the screen of the phone;
3) Flexible screen, flexible;
4) More built-in wireless devices, such as nfc, low frequency Bluetooth, wireless charging, etc.
The configuration of low-to-mid-end mobile phones has also continued to increase, increasing heat dissipation requirements. We expect that the application ratio of high thermal conductivity graphite films in smartphones will further increase in the future.
2. Tablet PC
From 2011 to 2017, the global tablet PC compound growth rate was 14.65% .In 2017, global tablet PC shipments reached 164 million units, a year-on-year decrease of 6.5%. We expect global tablet PC shipments to remain stable in the next few years. A small portable personal computer that uses a touch screen as a basic input device and has a small internal space, so it uses a thermally conductive graphite film to dissipate heat.
3. Notebook computer
Global notebook computer shipments reached 156 million units in 2017. It is expected that the shipment of ultra-thin notebook computers, the main target of thermal graphite films, will increase from 26 million units in 2013 to 57 million units in 2017. Main features: On March 10, 2015, Apple released a new laptop MacBook with a newly designed heat dissipation method, placing a whole piece of highly thermally conductive graphite film under the motherboard, replacing the original fan with silicone. Ultra-thin laptops used the area of high thermal conductivity graphite film is much larger than that of mobile phones, which will become a new growth point for the high thermal conductivity graphite film industry.
4. Wearable devices
Wearable devices have boomed in recent years. The use and shipments of smart wearable devices such as health pedometers, virtual reality devices such as Oculus VR, and smart watches such as Apple Watch Rapidly increasing. Wearable devices include basic wristbands, basic watches, smart watches, fabrics, ear wear, etc., and their chipset, screen, and battery have cooling requirements. According to IDC, the global wearable device shipment market share is forecast to 2021 Annual shipments have reached 222 million units, with a compound growth rate of 18.38%.
5. Automotive electronics
With the development of pure electric vehicles, power electronic devices are widely used in pure electric vehicle products. At the same time, with the rapid development of mobile Internet, the heat dissipation of automotive electronic products will receive more and more attention.
6. 5G communication network construction
The communication industry is in the transition period from 4G to 5G, the construction of 4Gcommunication base stations is gradually completed, and the construction demand for 5G has not been released. According to the "Made in China 2025" plan promulgated by the State Council in May 2015, the fifth-generation mobile communication (5G Technology has become China's important goal in the high-tech field in the new historical period, and Chinese technology companies led by Huawei have achieved certain results in global competition. It is expected that, driven by operators' 4G or even 5G investments, communications equipment manufacturing. It will continue to maintain a rapid growth rate, thereby driving continued demand for products such as thermally conductive materials.
