Thermal management materials have a wide range of applications and the industry has broad room for development.
Thermal management materials refer to materials that increase the power output of the system by adjusting the composition. Its main function is to improve the heat dissipation effect of the product, improve the heat conduction efficiency, and ensure the appropriate operating temperature of the system. It is a must-have in consumer electronics, automotive electronics, power batteries, communication equipment and other fields. Material. According to different components, thermal management materials can be divided into thermal greases, phase change materials, thermal conductive elastomers, carbon-based thermal interface materials, etc.
The upstream of the thermal management material industry chain is suppliers of raw materials such as polymers, silicone rubber, and conductive thermal particles; the midstream is the production of thermal management materials such as Siquan New Materials, Huafeng Aluminum, Boen, Shixing Technology, and Feirongda. suppliers; the downstream areas include consumer electronics, automotive electronics, communication equipment, data centers, power batteries, energy storage and other application fields.
At this stage, with the continuous penetration and upgrading of technologies in the fields of 5G, big data, artificial intelligence, Internet of Things, Industry 4.0 and other fields, the miniaturization and power density of electronic devices continue to increase, resulting in rapid accumulation of heat energy, weakened safety, shortened service life, etc. The problem has become prominent, driving the domestic market demand for thermal management materials to continue to increase and expand.
According to the “Thermal Management Materials Industry Market In-depth Research and Investment Prospects Forecast Analysis Report 2022-2027” released by the Industrial Research Center, The size of my country’s thermal management materials market has grown from 12.15 billion yuan in 2017 to 18.91 billion yuan in 2021, with a compound annual growth rate of 9.25% during the period. In the future, as electronic products continue to be upgraded, in order to solve the electromagnetic radiation interference problem of high-frequency and high-power electronic products, the scale of the domestic thermal management materials market will continue to expand, and the industry has broad prospects for development.
At present, the overall strength of my country’s thermal management material companies is weak. Domestic products are mainly concentrated in the mid-to-low-end market, high-end materials and key technologies are limited, and high-end products are highly dependent on imports. In the future, local companies will need to increase their efforts in product research and development, continue to break through key technologies, and then accelerate the pace of entering the high-end market. The domestic thermal management materials industry still has huge room for development in the future.
From the perspective of market segments, graphene is an important component of carbon-based thermal interface materials. It has excellent electrical properties, excellent mechanical properties, strong thermal conductivity, and good barrier properties. Graphene composite films prepared with graphene The product is the most widely used thermal management material on the market.
The development of the thermal management materials industry is strongly supported by national policies. In January 2021, the “Basic Electronic Components Industry Development Action Plan (2021-2023)” issued by the Ministry of Industry and Information Technology proposed to support the upstream electronic ceramic materials, magnetic materials, and battery materials of electronic components. R&D and production of electronic functional materials, electronic slurries and other processes and auxiliary materials, improve supporting capabilities, and promote the R&D and industrialization of key electronic materials. Industry Analysts personnel said that in the future, with continued favorable policies, the process of domestic substitution in the high-end market of thermal management materials in my country will continue to accelerate, and the industry will develop The potential is huge.