Market forecast of film capacitors
Calculation of the demand for photovoltaic thin film capacitors: (1) According to the forecast data of CPIA, the newly installed photovoltaic capacity in the world in 22-25 is 195-240GW, 220-275GW, 245-300GW, 270-330GW, and the median value is taken as the forecast value.
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1. Calculation of the demand for photovoltaic thin film capacitors: (1) According to the forecast data of CPIA, the newly installed photovoltaic capacity in the world in 22-25 is 195-240GW, 220-275GW, 245-300GW, 270-330GW, and the median value is taken as the forecast value. ; (2) According to the forecast data of CPIA, the newly installed photovoltaic capacity of the country in 22-25 is 75-90GW, 80-95GW, 85-100GW, 90-110GW, and the median value is taken as the forecast value; (3) According to the survey data , we estimate that the value of film capacitors in each GW of photovoltaics (with energy storage function) is about 5.5 million yuan / GW. With the improvement of product reliability and voltage resistance requirements, product updates and iterations, we assume that this value will be in the next three years. It will increase by 3% per year for five years.
2. Calculation of demand for film capacitors for new energy vehicles: (1) According to EVTank data and forecasts, the global sales of new energy vehicles will be 6.7 million in 2021, and will reach 22.4 million in 2024. It is predicted that the new energy vehicle market will grow steadily from 2021 to 2024. (2) According to the forecast data of China Automobile Association and Changan Automobile, the national sales of new energy vehicles will reach 5 million in 2022, and will exceed 10 million in 2024. It is predicted that the new energy vehicle market will grow steadily in 2021-2024; (3 ) According to the survey data, we estimate that the value of the film capacitor bicycle is 290 yuan. With the increase in the demand for product capacity, number, and pressure resistance, we assume that the value will increase by 5% every year in the next three to five years.
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