Direct attack on the domestic medium and high-end release film market: the production capacity is far below the demand, and the price may continue to rise!-Yidu Yuzheng Digital Technology | Polyester film

Direct attack on the domestic medium and high-end release film market: the production capacity is far below the demand, and the price may continue to rise!

Date:

2022-01-10

Direct attack on the domestic medium and high-end release film market: the production capacity is far below the demand, and the price may continue to rise!

As the laminated isolation film and protective film of PCB and LED industry, the raw material of polarizer, the protective layer of adhesive protective film products, the stamping consumables of die-cutting industry, and the carrier of the production and processing of multilayer ceramic capacitors (MLCC) and stacked built-in antennas, the release film is widely used in the processing of a variety of products, such as IT display, mobile phones, LCD/PDA, home appliance manufacturing, anti-counterfeiting materials, semiconductors, automobiles Manufacturing of nameplate and ceramic chip, tape production and die cutting industry
MLCC, known as "rice for electronic industry", is one of the most widely used and fastest growing chip components at present. It is widely used in consumer electronics, communications, automotive electronics and other fields. Benefiting from the impact of large-scale demand for smart phones and automotive electronics, plus the contraction of supply in the original MLCC producing countries due to the epidemic in the upstream, the supply of the industrial chain continues to be tight, and the price rises.
The market is promising, leading enterprises have expanded their production capacity
According to overseas media information, Murata, Japan, will invest about 12 billion yen in the IWAMI factory (Bogen) of Chuyun Murata Production Institute (Chuyun City, Shimane Prefecture), a production subsidiary of Murata, Japan, to start building a new plant, which is mainly used to produce MLCC. Murata is a global leader in MLCC, with a market share of about 40%. Now, due to increased market demand, it will continue to increase production.