Dielectric Materials: World Markets, Technologies and Investment Opportunities: 2024-2029 DEEP DIVE ANALYSIS- ISBN 1-893211-75-4 (2024)

264

59

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Barium Titanate, Barium Carbonate and Titanium Oxide

Etched Anode and Cathode Foils

Amorphous and Hexagonal Tantalum Powder and Wire

PP,PET,PPS,PEN,PTFE,PI Others

Activated Carbon Powder and Fabric

Glass, Diamond, Mica, Paper, Silicon

to FY 2029

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

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