Why achieve high power density?
The internal cause of high power density is the progressive path of miniaturization, high power and low loss of power converter devices. High power density is not only the pursuit of miniaturization of power converter in power system, but also the realization of efficient high-power output. With the increasing requirements for power output and space proportion in emerging Terminal Applications (such as photovoltaic and new energy vehicles), the development trend of high frequency and high power density in electronic power industry has been established.
How to achieve high power density?
From the perspective of active + passive components, there are two schemes to achieve high power density: (1) high frequency switching to reduce the volume of capacitance and inductance; (2) increase the capacitance and inductance capacity to match high-power application scenarios.
From the perspective of inductance, the solution of high loss caused by high-frequency switching is high resistance soft magnetic materials. At the same time, the improvement of circuit power requires soft magnetic materials with high saturated magnetic flux density (BS value) to adapt to higher current.
From the perspective of capacitance, high-performance nano nickel powder, as the key material for the development of MLCC, promotes the trend of MLCC matching high capacitance and miniaturization, and has a broad market prospect.
From the perspective of packaging, the heating problem caused by high-frequency switching requires the continuous improvement of electronic packaging technology, especially the heat dissipation performance, and promotes electronic ceramic packaging to become an important development direction of packaging technology.
Under the trend of high power density, which sub track new material companies continue to benefit?
Extending from the perspective of inductance, high-performance soft magnetic materials have become the future development direction, with many types and different terminal application scenarios. For example, alloy soft magnetic particle core stands on the high prosperity track of photovoltaic new energy vehicles; Carbonyl iron powder soft magnetic is an excellent choice in automotive electronics market; Amorphous alloy material is an excellent material to promote efficiency, energy saving and reduce no-load loss of distribution transformer under the goal of "double carbon"; Nanocrystalline alloys have been widely used in wireless charging modules and new energy vehicle motors.
From the perspective of capacitance, high-performance nano nickel powder is the key material for the development of high capacitance and miniaturization of MLCC.
Extending from the perspective of packaging, high-end electronic ceramic packaging is an indispensable technology to promote the development of optical communication and wireless communication.
Under the trend of high power density, there is a strong α The head company will fully benefit from the downstream boom transmission and localization substitution wave, and continue to be optimistic about its high growth in the future.
Subject recommendation: Poco Holding Co.Ltd(300811) , Jiangsu Boqian New Materials Stock Co.Ltd(605376)
It is suggested to pay attention to: Jiangxi Yuean Advanced Materials Co.Ltd(688786) , Nbtm New Materials Group Co.Ltd(600114) , Yunlu shares, Hebei Sinopack Electronic Technology Co.Ltd(003031)
Risk tip: the downstream market demand is less than expected, the upstream raw material price fluctuates, and the company's expansion of production is less than expected
