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橫店東磁:預計到2025年磁粉芯的需求將達到63000噸
格隆匯 09-18 15:39
格隆匯9月18日丨橫店東磁在接受調研時表示,電力電子領域朝着高功率密度小型化設計趨勢發展,單位體積的電感需要承受更大的電流,在很多領域鐵氧體由於飽和磁通密度Bs難以滿足該設計需求,都需要用合金磁粉芯來設計,這一設計趨勢未來5-10年內不會變。公司對光伏逆變器、新能源汽車、5G基站電源、服務器/路由器電源、UPS、VRM等幾個行業的應用進行了預估,預計到2025年磁粉芯的需求將達到63000噸。目前市場估計有3萬多噸的體量,國內有十幾家企業有在做該產品,只是頭部企業的佔比會比較高些,但隨着客戶、市場的不斷拓展,集中度會有所分散。公司希望藉助軟磁鐵氧體的技術和客戶優勢,通過幾年的努力將金屬磁粉芯也做到行業領先地位。
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