Summary

World Markets, Technologies and Investment Opportunities: 2024-2029 DEEP DIVE ANALYSIS

This report offers a deep dive analysis for the global $5.5 Billion USD market for dielectric materials, including ceramic, aluminum, plastic, tantalum, carbon and exotic materials.

The study employs Paumanok’s private library of data covering the global capacitor materials markets spanning back 35 years of data and all associated raw materials consumed to produce anodes.

The study takes a detailed deep dive analysis of each primary dielectric materials and all key merchant market players and technology leaders in the vast global supply chain.

The ceramic section includes ceramic dielectric material formulation markets, barium titanate, barium carbonate and titanium oxide building blocks specifically tailored for consumption as capacitor dielectrics in paste and slurries.

The aluminum section includes a detailed analysis of the global market for etched and formed anode and cathode foils.

The plastic film segment focuses on polypropylene and polyester terephthalate supply chains, but also takes a detailed look at the valuable niche markets in PTFE, PI, PPS, PEN, PC and other exotic plastic film dielectrics.

The tantalum supply chain includes the complex ecosystems for capacitor grade tantalum metal powder and wire, including amorphous and hexagonal powders.

The carbon supply chain includes the complex ecosystems for activated carbon powder and cloth materials.

Exotic high EBITDA supply chains include glass, mica, paper, niobium, silicon and diamond.

The study offers detailed forecasts to FY 2029 and shows demand based upon dielectric materials type in value, volume and pricing with key metric comparisons between 2013 and 2024 studies.? The study also identifies almost 200 vendors supply dielectric materials and precursors with key share data and focused look at key dielectric material and precursor vendors who are critical to the high-tech economy.

Published February 1, 2024, 264 Pages, 59 Tables and Graphs; 200 Vendors Cataloged and Crossed Referenced by Dielectric

Covered Material:

Ceramics:

• Barium Titanate
• Barium Carbonate
• Titanium Oxide

Aluminium:

• Etched Anode
• Cathode Foils

Tantalum:

• Amorphous
• Hexagonal Tantalum Powder
• Wire

Plastic:

• PP
• PET
• PPS
• PEN
• PTFE
• PI
• Others

• Activated Carbon Powder
• Fabric

• Glass
• Diamond
• Mica
• Paper
• Silicon

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Table of Contents

INTRODUCTION: . 18

• PAUMANOK METHODOLOGY FOR STUDYING DIELECTRIC MATERIALS: 1988-2024 (MINERS, MATERIALS, MANUFACTURERS, DISTRIBUTORS, CONSUMERS)- A
• VERTICAL RESEARCH MODEL . 18
• PAUMANOK PROVENANCE AND UTILITY IN DIELECTRIC MATERIAL SUPPLY CHAINS AND ECOSYSTEMS: 1988-2024 . 19
• PAUMANOK RESEARCH IN ELECTRONIC MATERIAL SUPPLY CHAINS AND ECOSYSTEMS: 1988-2024 . 20
  • Paumanok Provenance in the 8532 HTS-Trade and Transactions- CAPACITORS . 21
  • Paumanok IMR Utility in Global Capacitor and Dielectrics Trade and Blockchain Engineering Over Time: . 21

DIELECTRICS:. 22

• PRODUCTS COVERED IN THIS REPORT: MAPPING THE COMPLEX DIELECTRIC ECOSYSTEM . 22
  • Dielectric Materials- Paumanok Taxonomy . 22
  • CERAMICS . 22
    • Barium Titanate Markets: . 22
  • ALUMINUM . 23
    • Aluminum Oxide . 23
  • TANTALUM . 23
    • Amorphous Tantalum Oxide . 24
    • Hexagonal Tantalum Oxide . 24
  • PLASTIC . 24
    • PP-Polypropylene . 24
    • PET-Polyethylene Terephthalate . 24
    • PEN-Polyethylene Napthalate. 24
    • PPS-Polyphenylene Sulfide . 25
    • PI-Polyamide . 25
    • PS-Polystyrene . 25
    • PTFE-Polytetrafluoroethylene . 25
    • PC-Polycarbonate . 25
    • PVDF-Polyvinylidene Fluoride. 25
    • Siloxane . 25
  • CARBON . 25
    • Activated Carbon . 25
  • EXOTICS . 26
    • Niobium Oxide . 26
    • Paper (Kraft/Manilla) . 26
    • Mica . 26
    • Glass . 26
    • Silicon Dioxide. 26
    • Diamond. 26

MAXIMS: . 27

• PASSIVE COMPONENT MAXIMS: RAW MATERIALS, DIELECTRIC MATERIALS AND AVAILABLE SURFACE AREA . 27
• DIELECTRIC MATERIALS: COMPETING SUPPLY CHAINS AND END-MARKET DRIVERS OF MATERIALS SALES . 28
  • Paumanok Insights- Competition With Other Industries for Ores, Powders and Pastes . 28
  • Paumanok Insights- Other Attributes of Dielectric Materials That Make Them Attractive to Other Industries . 28
• DIELECTRIC MATERIALS PROCESSING BY TECHNOLOGY PLATFORM . 30
  • Multilayered Dielectric Stacking Technology . 30
  • Dielectric Winding Technology . 30
  • Porous Anode Technology . 30
  • Exotic Dielectric Technologies . 30
• FEEDSTOCKS, ENGINEERING STEPS, DIELECTRIC DEVELOPMENT AND END-MARKET PULL . 32
• HOW DIELECTRIC MATERIALS ARE VERTICALLY INTEGRATED INTO CAPACITORS BASED UPON VOLTAGE AND MICRO-FARAD REQUIREMENTS . 33
• EXECUTIVE SUMMARY . 34
  • The Global Market For Dielectric Materials By Type: 2023 . 34

OUTLOOK . 36

• THE GLOBAL MARKET OUTLOOK FOR DIELECTRIC MATERIALS BY TYPE: 2024-2029 AND INVESTMENT OPPORTUNITIES . 36
• Top Vendors of Primary Dielectric Materials To The Capacitor Industry: FY 2023 Market Shares . 38
• SUPPLY CHAIN INSIGHTS: DIELECTRIC MATERIALS: HOW CAPACITANCE IS ACHIEVED . 39
• CAPACITORS: COSTS OF GOODS SOLD . 40
• Capacitors: Cost of Goods Sold: FY 2023 . 40
• VOLUME OF DIELECTRIC MATERIAL CONSUMPTION AND FORECASTS TO 2028 BY TYPE . 41
• PRICING OF DIELECTRIC MATERIALS AND PRICE FORECASTS TO 2028 BY TYPE . 41
• PAUMANOK INSIGHTS: LOW PRICE PER POUND FOR DIELECTRICS . 42

1.0 CERAMICS . 45

• UNPACKING CERAMIC CAPACITOR TECHNOLOGY: AN IN-DEPTH ANALYSIS . 45
• Ceramic Capacitor Technology Overview & Analysis: . 45
  • Ceramic Capacitor Types:. 45
  • Multilayered Ceramic Capacitors (MLCC): . 46
  • Single Layer Ceramic Capacitors: . 46
• CERAMIC CAPACITOR CONFIGURATIONS: . 46
  • Surface Mount Ceramic Chip Capacitors (MLCC): . 46
  • Leaded Ceramic Capacitors:. 46
• MLCC DESIGN:. 46
  • MLCC Electrode Materials: . 48
  • MLCC Termination Materials:. 48
  • MLCC Ceramic Dielectric Materials: . 48
  • MLCC Performance Classes:. 48
• PAUMANOK IMR-CERAMIC CAPACITOR TAXONOMY . 49
  • Ceramic, 0201 MLCC (Multilayered Ceramic Chip Capacitors - 0201 BaTiO2):. 49
  • Ceramic, 0402 MLCC (Multilayered Ceramic Chip Capacitors - 0402 BaTiO2):. 49
  • Ceramic, 0603 MLCC (Multilayered Ceramic Chip Capacitors - 0603 BaTiO2):. 49
  • Ceramic, 0805 MLCC (Multilayered Ceramic Chip Capacitors - 0805 BaTiO2):. 50
  • Ceramic, 1206 MLCC (Multilayered Ceramic Chip Capacitors - 1206 BaTiO2):. 50
  • Ceramic, 1210-1225 MLCC (Multilayered Ceramic Chip Capacitors - 1210-1225 BaTiO2): . 50
  • Ceramic, High-CV MLCC (Multilayered Ceramic Chip Capacitors - All Sizes BaTiO2 In Hydrothermal, alk-oxide or sol-gel):. 50
  • Ceramic, Specialty Capacitors: . 50
  • Understanding the Complex MLCC Supply Chain . 51
    • MLCC Mining of Raw Dielectric Materials and Conductive Metals: . 51
    • MLCC Raw Materials Processing:. 51
• MLCC CAPACITOR MANUFACTURING: . 51
• MLCC CAPACITOR DISTRIBUTION: . 52
• MLCC END-MARKET CONSUMPTION: . 52
• MLCC REGIONAL MARKETS AND KEY CONSUMING COUNTRIES:. 52
• MLCC RECYCLING OF CRITICAL MATERIALS: . 52

KEY TECHNICAL ECONOMIC MAXIMS ASSOCIATED WITH MLCC: . 52

• Capacitance Requirement: . 52
• Performance and Surface Area: . 53
• How Ceramic Dielectric Materials Are Used: . 53
• Technical Economics Of Ceramic Dielectric Materials: . 53
  • Scientific Maxim #1: Capacitance & Surface Area: . 53
  • Why Ceramic Capacitors Are So Economical: . 54
• Importance of Raw Materials (Barium Carbonate and Titanium Dioxide) . 54
  • Scientific Maxim #2: The Requirement of Capacitance In Electronic Circuits:. 54
• Industry Snapshot: Understanding The Supply Chain For Ceramic Dielectric Materials: . 55
• Supply Chain Map Of The Ceramic Dielectric Materials Industry: . 55
  • Mining: . 55
  • Processing: . 55
  • Formulation: . 56
• Merchant & Captive Supply Chain Mapping: 2023 . 57
• Captive Versus Merchant Market For Ceramic Dielectric Materials: FY 2023 . 59
  • Description of Captive Versus Merchant Markets: . 59
  • Captive Market For Ceramic Dielectric Materials: 2023 . 59
  • Captive Market: A Description Of Ceramic Dielectric Materials Produced: . 60
  • Why Companies Produce Ceramic Dielectric Materials Captively:. 60
    • Captive Market: Barium Titanate:. 60
    • Captive Market: Formulations: . 60
    • Captive Market: Additives: . 60
• Profitability Index By Segment (Barium Titanate, Formulations, Additives): . 61
  • Additives Business Segment: . 61
  • Formulations Business Segment: . 61
  • Barium Titanate Business Segment: . 61
• Competitive Environment in Ceramic Dielectric Materials: FY 2023 . 62
  • Ceramic Dielectric Material Vendors: Overall 2023 Sales & Market Shares . 63
  • Ceramic Dielectric Materials: Market Shares: 2023 . 63
  • Competitive Intelligence in Barium Titanate: FY 2023 . 65
    • Sakai Chemical . 65
    • KCM Corporation: . 66
    • Fuji Titanium: . 66
    • Ferro Corporation: . 66
    • Sinocera: . 67
    • Prosperity Dielectrics: . 67
• Ceramic Dielectric Formulations: Global Market Overview: FY 2023 . 67
  • Definitions:. 67
  • Captive Consumption Of BT In Formulations: . 68
  • The X7R/X5R Formulations Market: . 68
  • The COG Formulations Market: FY 2023 . 69
  • The Y5V Formulations Market: FY 2023 . 69
• Ceramic Dielectric Formulation Suppliers To The Global Merchant Market: FY 2023 Estimated Market Shares Worldwide. 71
• Competitive Intelligence on Formulations Vendors: FY 2023 . 72
  • Ferro Corporation: . 72
  • TOHO Titanium: . 72
  • Prosperity Dielectrics: . 72
  • Fuji Titanium: . 73
  • KCM Corporation: . 74
  • MRA Labs: . 74
  • Sinocera: . 74
  • Certronic . 74
  • TPL Industries . 75
• THE GLOBAL ADDITIVES MARKET: FY 2023 . 75
  • Ceramic Dielectric Additive Suppliers To The Global Merchant Market: FY 2023 Estimated Market Shares Worldwide . 76
• CERAMIC DIELECTRIC MATERIAL FEEDSTOCKS: TRACING MLCC TO THE GROUND- . 78
  • Titanium Oxide . 78
  • Titanium Oxide Supply Chain to The Global Multilayered Ceramic Capacitor Markets: . 78
  • Titanium Oxide Market Shares: . 78
  • Titanium Oxide Suppliers: Top Titanium Oxide Vendors To The Global Market: FY 2023 . 78
• BARIUM CARBONATE SUPPLY TO THE GLOBAL MARKET: . 80
  • Consolidation of Global Market Capacity:. 81
  • Top Vendors of Barium Carbonate To The Global Market . 81
  • Barium, Titanium and Additive Powders Consumed In Barium Titanate By Weight: . 82
  • Barium Carbonate Vendors by Country of Origin: . 84
  • Barium Carbonate Markets in MLCC . 85
    • Barium Carbonate Consumption In Ceramic Dielectric Materials: Value, Volume: and Pricing:. 85
    • High Purity Barium Carbonate For Electronics: World Markets: . 85

2.0 ALUMINUM . 87

• ALUMINUM ELECTROLYTIC CAPACITOR MATERIALS . 87
  • Aluminum Electrolytic Capacitors: Current Market Conditions and Future Outlook: . 87
    • Radial Leaded Aluminum Capacitors . 87
    • Vertical Chip Capacitors (V-Chip) . 88
    • Horizontal Chip Capacitors (H-Chip) . 88
    • Axial Leaded Aluminum Capacitors . 88
    • Screw Terminal {Large Can} . 89
    • Snap-In/Snap-Mount Aluminum Capacitors . 89
    • Specialty Aluminum Capacitors . 89
  • Technical Maxims for Aluminum Capacitors: . 89
  • Economic Maxims for Aluminum Capacitors: . 90
  • Market Outlook and Beyond: . 90
• CAPACITOR FOIL MARKETS:. 91
  • Introduction and Market Overview: . 91
  • Captive and Merchant Markets for Etched and Formed Foils: . 91
  • Correlation Between Foil Consumption and Capacitor Production: . 91
  • Capacitor Foil Conversion Into Square Meters: . 91
  • Capacitor Foil Pricing: FY 2023: . 92
  • Historical Aluminum Price Trend: . 92
  • Aluminum Process Materials Pricing: What Impacts Feedstock Pricing: . 92
  • Capacitor Foil Mark-Ups at Different Stages of Production: . 92
  • Competitive Advantages in Foil Anodization: . 93
  • Competitive Advantage of In-House Etching of Aluminum Foils: . 94
  • Price of Thin Foil and How It Is Sold: . 94
  • Merchant Market Prices For Anode Foils: . 94
  • Merchant Market Prices For Cathode Foils: . 94
  • Anode and Cathode Foils Price Structure by Voltage Rating: . 95
  • Global Market for Thin Gage Capacitor Foil By Country: . 95
  • Global Market For Etched and Formed Capacitor Foil By Country: . 96
  • Aluminum Electrolytic Capacitor Factories By Country: FY 2023: . 98
• Competitive Environment & Market Shares In Capacitor Foils: . 99
  • Competition In The Supply Chain For Capacitor Foils: 2023: . 99
  • Understanding The Players At Each Level of The Supply Chain For Capacitor Foil: FY 2023: .100
  • Major Vendors Of Thin Gage Capacitor Foil (99.99% Purity and 99.8% Purity Foils): .101
  • Merchant Market Suppliers of Etched and Formed Capacitor Foils to the Global Capacitor Industry: 2023 .104
  • Major Merchant Market Vendors Of Etched and Formed Capacitor Foil For Anode and Cathode: FY 2023 .106
  • Captive Manufacturers of Etched and Formed Capacitor Foils For Internal Consumption: 2023.110

3.0 PLASTIC .111

• PLASTIC FILM CAPACITORS: TECHNOLOGY OVERVIEW: 2023 . 111
• AC Film Capacitor Types & Definitions: . 111
  • Power Transmission and Distribution PFC Capacitors: .112
  • Motor Run Capacitors: .113
  • Industrial Power Factor Correction Capacitors:.113
  • Lighting Ballast PFC Capacitors (Magnetic & HID) .114
  • Microwave Oven Capacitors: .115
  • Power Film Capacitors (Snubber, Commutation, Filter, Pulsed Power): .117
    • DC Link Capacitors: .118
    • Traction Capacitors: Electric Rail Capacitors: .118
    • Industrial Conveyer Capacitors: .118
    • Furnace Capacitors: Induction Heating .118
    • Welding Capacitors: AAT .118
    • Power Smoothing Capacitors:.119
    • Additional Specialty Niche Markets for Power Film Capacitors .119
  • DC Film Capacitor Types & Definitions: .120
    • General Purpose PET Film Capacitors (P5 Inductive) .120
    • Interference Suppression Capacitors (X/Y) .121
    • AC & Pulse Film Capacitors .122
    • SMD Film Chip: .123
• Film Dielectric Materials for The Capacitor Industry: . 124
• Plastic Dielectric Films: Global Market Analysis: . 126
  • Polypropylene (PP) Film Consumption in The Capacitor Industry: .126
  • Polyethylene Terapthalate (PET) Consumption in The Capacitor Industry: .126
  • Polyphenylene Sulfide (PPS) Consumption in The Capacitor Industry: .126
  • Polytheylne Napthalate (PEN) Film Consumption In The Capacitor Industry: .126
  • Defense, High Heat, High Energy Density and Other Exotic Film Markets: .126
• Plastic Dielectric Film: Average Film Thicknesses By Dielectric: .127
• Plastic Dielectric Films: Supply Chain Analysis: 2023 . 127
  • Film Extrusion, Metallization, Consumption and Market Drivers: 2023 .127
  • Capacitor Film Extrusion: Competitive Environment .127
  • Capacitor Film Metallization: Competitive Environment: .127
  • Capacitor Manufacturers: Competitive Environment: .127
  • End-Use Market Segments Driving Demand for Capacitor Film: .127
  • Market Drivers For Polypropylene Capacitors: .128
  • Market Drivers for Polyethylene Terapthalate: .128
  • Market Drivers for PEN and PPS: .128
  • Market Drivers for Exotic Dielectric Films: .129
• Plastic Dielectric Films Competitive Environment and Market Shares: 2023 . 130
  • Competitive Environment for Capacitor Films By Type: 2023 .130
  • Summary: Top Global Vendors of Capacitor Grade Plastic Film To The Capacitor Industry: 2023 .131
  • Plastic Dielectric Films: Customers and End-Markets: 2022 .132

4.0 TANTALUM .134

• TANTALUM CAPACITORS: SUPPLY CHAIN UPDATE: . 134
• Molded Chip Tantalum Capacitors: . 134
  • Tantalum, Molded Chip A Case (Manganese Cathode): . 134
  • Tantalum, Molded Chip B Case (Manganese Cathode): . 134
  • Tantalum, Molded Chip C Case (Manganese Cathode): . 135
  • Tantalum, Molded Chip D Case (Manganese Cathode): . 135
  • Tantalum, Molded Chip E/X Case (Manganese Cathode): . 135
  • Tantalum, Molded Chip A Case (Polymer Cathode): . 135
  • Tantalum, Molded Chip B Case (Polymer Cathode): . 135
  • Tantalum, Molded Chip C Case (Polymer Cathode): . 135
  • Tantalum, Molded Chip D Case (Polymer Cathode): . 135
  • Tantalum, Molded Chip E/X Case (Polymer Cathode): . 135
• LEGACY, SPECIALTY AND EMERGING NEW CONFIGURATIONS FOR TANTALUM CAPACITORS . 136
  • Radial Dipped: .136
  • Molded Radial: .136
  • Molded Axial: .136
  • Hermetic and Wet Slug Designs: .136
  • New and Emerging Configurations: .136
• TA205 CAPACITOR RAW MATERIALS: . 136
  • Tantalum Ore, Powder and Wire (For Tantalum Anode): . 136
• THE TANTALUM CAPACITOR SUPPLY CHAIN: . 137
• Mining of Tantalum Ore Raw Materials: . 137
  • Raw Materials Processing:.137
  • Capacitor Anode Manufacturing: .137
  • Component Distribution: .137
  • End-Market Consumption: .138
  • Recycling of Critical Materials (Urban Mining): .138
  • Tantalum Capacitor Market Outlook: 2023-2028 .139
• CAPACITOR GRADE TANTALUM METAL POWDER: . 139
  • Tantalum Value Chain To The Capacitor Industry: 2023 . 139
  • Primary Sources of Tantalum Ores & Concentrates .141
    • Tantalite Processing: .142
  • Tantalum Technology Trends & Directions: .142
    • Increasing The Capacitance Value of Tantalum Capacitors: .142
  • Tantalum Powder Market Drivers: FY 2023 and Beyond: .143
  • Capacitor Grade Tantalum Metal Powder, Wire and Cathode Material Consumption By Case Size (In Milligrams): 2023 .144
  • Tantalum Materials Vendors: Competition and Market Shares.147
  • Tantalum Materials Vendors: 2023 Market Shares . 148

5.0 CARBON .149

• SUPERCAPACITORS: MAPPING OUT THE COMPLEX ECOSYSTEM . 149
  • What is a Supercapacitor? . 149
  • Demand Creation For Supercapacitors: . 149
  • Supercapacitors: Closely Associated With Battery Markets. 150
  • Cost Comparison-Batteries Versus Capacitors .152
  • Variations In Supercapacitor Technology: . 152
  • Carbon Based: .152
  • Metal Based:.153
  • What is The Value Proposition for Supercapacitors? . 153
  • Highest Capacitor Density Of Any Capacitor: .153
  • Lowest Cost Per Farad: .153
  • Wide Operating Temperature: .154
  • Reliable, Long Life: .154
  • Safe Operation:.154
• Market Attractiveness . 155
  • Supercapacitors: On The Cusp Of Two Big Markets: .155
  • Battery Augmentation Markets.155
  • Battery Displacement: .155
• Supercapacitor Types and Configurations . 155
• LARGE CAN SUPERCAPACITORS . 156
  • Screw Terminal (Large Cans) Supercapacitor: .156
  • Snap Mount (Large Can) Supercapacitors .156
• SMALL SUPERCAPACITORS FOR PCB MOUNTING . 156
  • Small Cell Bundling/Modules.156
  • Coin Cell Supercapacitors:.157
  • Radial Leaded/Cylindrical (Small Cans) Supercapacitors:.157
• Carbon Electrodes Composition- . 158
  • Current Collector- .158
  • Electrolyte- .158
  • Separator- .158
• EDLC Supercapacitors: Costs To Produce: 2023 . 160
• Carbon Material Costs: . 160
  • Electrolyte Costs: .161
  • Separator Materials:.161
  • Pricing For Activated Carbon Materials By End-Use Market Segment:.161
  • Pricing for Activated Carbon Materials by End-Use Market Segment: .162
  • Powder Versus Cloth Pricing and Key Variables (BET/ASH; Added Processing, Final Form Factor) .162
• Vendor Market Shares in Powder and Cloth Supply To The Market: 2023 . 162
• Powder Versus Cloth Performance Comparison:. 163
  • ESR Considerations .163
  • Power & Energy Density Considerations: .163
• BET Surface Area Considerations: . 163
  • Edge Versus Basel Plane Considerations: .164
  • How Mesophase Based Carbon Outperforms Organics in EDLC Supercapacitors .164
  • Pore Density Considerations: .164
• Activated Carbon Content In Supercapacitors. 164
  • Kuraray Chemical and Calgon Carbon Corporation (YP50F and YP80)-.165
  • WL Gore- Exellerator: .165
  • Cabot Corporation (Graphene):.166
• Carbon Material Requirements To Perform As A Dielectric Substrate . 166

MARKET FORECASTS AND OPPORTUNITIES .166

• CAPACITOR MARKET FORECASTS: FY 2023-2028 . 166
  • FORECASTS: Global Value of Consumption For Capacitors: FY 2023-2028 .166
• DELPHI METHOD FORECASTS: 2023-2028 . 167
  • FORECASTS: Global Volume of Consumption For Capacitors: FY 2023-2028 .167
  • FORECASTS: Global Pricing For Capacitors: FY 2023-2028 .168
• Ceramic Capacitors MLCC (MLCC, MLC, SLC): 2023-2028 Outlook . 168
  • Aluminum Electrolytic Capacitors: 2023-2028 Outlook .168
  • Tantalum Capacitors: 2023-2028 Outlook .169
  • Plastic Film Capacitors: 2023-2028 Outlook.170
  • Other Capacitors: 2023-2028 Outlook .170

OUTLOOK .171

• THE GLOBAL MARKET OUTLOOK FOR DIELECTRIC MATERIALS BY TYPE: 2024-2029 AND INVESTMENT OPPORTUNITIES . 171
• VOLUME OF DIELECTRIC MATERIAL CONSUMPTION AND FORECASTS TO 2028 BY TYPE . 174
• PRICING OF DIELECTRIC MATERIALS AND PRICE FORECASTS TO 2028 BY TYPE . 175

INVESTMENT OPPORTUNITIES: 2024-2029 .176

• TOP VENDORS OF DIELECTRIC MATERIALS TO THE CAPACITOR INDUSTRY: FY 2023 MARKET SHARES . 176

RESOURCES: .178

• DIRECTORY OF DIELECTRIC MATERIAL VENDORS . 178
• AFRICAN MINING METALLURGICAL GROUP (AMMG) (TANTALUM MINING) . 178
• ANDHRA PRADESH MINERAL DEVELOPMENT CORPORATION LTD. (BARITE MINING) . 178
• ALUKO CO, LTD. (FOIL) . 179
• AMG CIF- BRAZIL (TANTALUM MINING & PROCESSING) . 179
• ANHUI SAFE ELECTRONICS CO., LTD. (PLASTIC FILM) . 180
• BAKER-HUGHES INTEQ (ARGENTA MINE) (BARITE MINING) . 180
• BARIT MADEN TURK AS (BARITE MINING) . 181
• BAROID DRILLING (ROSSI MINE) {HALIBURTON} (BARITE MINING) . 181
• BECROMAL SPA (FOIL) NOW TDK FOIL- TRANSACTION . 182
• BEIJING ZHONG TUO MATERIAL TECHNOLOGY CO., LTD. . 183
• BEMAX RESOURCES LIMITED (BEMAX) (TITANIUM FEEDSTOCK) . 184
• BIRKELBACH KONDENSATORTECHNIK GMBH (PLASTIC FILM) . 185
• BOLLORE GROUP (PLASTIC FILM) . 186
• BOREALIS POLYMERS N.V., (PLASTIC FILM) . 186
• BROYCHIM S.A.R.L. (BARITE MINING) . 187
• CABOT CORPORATION (CARBON) . 187
• CABOT TANCO-TANTALUM MINING CORP. OF CANADA LTD. (TANTALUM MINING) NOW SINOMINE . 188
• CALGON CARBON CORPORATION (KURARAY SUBSIDIARY) . 191
• CERTRONIC INDUSTRIA E COMERCIO LTDA. (BARIUM TITANATE, ADDITIVES) . 193
• CHONGQING HUAQI FINE CHEMICAL CO., LTD. (HIGH PURITY BARIUM CARBONATE, ADDITIVES). 193
• CPC BARIUM (CHEMICAL PRODUCTS CORPORATION) (HIGH PURITY BARIUM CARBONATE) . 194
• CONGHUA TANTALUM & NIOBIUM SMELTERY (TANTALUM POWDER) . 194
• CRISTAL GLOBAL (TITANIUM FEEDSTOCK) . 195
• CONSTELLIUM SINGEN GMBH (FOIL) . 195
• DUOLUOSHAN SAPPHIRE RARE METAL CO. (TANTALUM POWDER) . 196
• DUPONT TITANIUM TECHNOLOGIES (HIGH PURITY TITANIUM DIOXIDE). 196
• ETHIOPIAN MINERAL DEVELOPMENT SHARE COMPANY (TANTALUM MINING) . 197
• F&X ELECTRO-MATERIALS LTD (TANTALUM POWDER) . 198
• FERRO CORPORATION- NOW VIBRANTZ (CERAMICS; BARIUM TITANATE, FORMULATIONS, ADDITIVES) . 199
• FILMET DUE SRL (PLASTIC FILM) . 201
• FOSHAN SONGBAO ELECTRONIC FUNCTIONAL MATERIALS CO.,LTD. (HIGH PURITY BARIUM CARBONATE,. 202
• ADDITIVES) . 202
• FUJI TITANIUM INDUSTRY CO., LTD. (ISK GROUP SUBSIDIARY) (CERAMICS; HIGH PURITY TITANIUM DIOXIDE, FORMULATIONS) . 202
• FUWEI FILMS (SHANDONG) CO.,LTD. (PLASTIC FILM) . 203
• GALAXY RESOURCES LIMITED (ASX: GXY) (TANTALUM MINER) . 203
• GAM GLOBAL ADVANCED METALS (TANTALUM MINING AND PROCESSING) . 204
• GAM RESOURCES GREENBUSHES . 204
• GAM SUPERMETALS {CABOT SUPERMETALS} (TANTALUM POWDER & WIRE) . 206
• GORE-W. L. GORE & ASSOCIATES, INC. . 206
• GUANGDONG DONGYANGGUANG ALUMINUM (EAST SUNSHINE ALUMINUM) (FOIL) . 207
• GUIZHOU REDSTAR DEVELOPMENT CO., LTD. (HIGH PURITY BARIUM CARBONATE) . 207
• H. C. STARCK GMBH & CO. KG (TANTALUM POWDER & WIRE) NOW FX. . 207
• HANWHA CHEMICAL CORPORATION (BARIUM TITANATE, FORMULATIONS) . 208
• JIARUN FINE CHEMICALS CO., LTD. (HIGH PURITY TITANIUM DIOXIDE, HIGH PURITY BARIUM CARBONATE, BARIUM TITANATE) . 209
• HANHUA SPECIALTY CHEMICALS (BARIUM TITANATE, BARIUM CARBONATE, TITANIUM DIOXIDE) . 209
• HEBEI XINJI CHEMICAL GROUP CO., LTD. (HIGH PURITY BARIUM CARBONATE, ADDITIVES). 210
• HIEU GIANG CO. LTD. (TITANIUM FEEDSTOCK) . 210
• HUBEI SHIHU TIANYOU TECH. (HIGH PURITY BARIUM CARBONATE). 210
• HUBEI SHIHUA FRIENDSHIP CHEMICAL CO., LTD. (HIGH PURITY BARIUM CARBONATE) . 211
• HUNSTMAN INTERNATIONAL LLC (HIGH PURITY TITANIUM DIOXIDE) . 211
• HUTONG GLOBAL COMPANY LIMITED (HIGH PURITY BARIUM CARBONATE) . 212
• HYPERION CATALYSIS INTERNATIONAL . 212
• ILUKA RESOURCES (TITANIUM FEEDSTOCKS) . 213
• INDIAN RARE EARTHS LIMITED (IREL) (TITANIUM FEEDSTOCKS) . 213
• INMATECH, INC. . 214
• JAPAN CAPACITOR INDUSTRIAL COMPANY LIMITED (JCC) (FOIL) . 215
• JIA RUN CHEMICALS CHINA PRC (BARIUM TITANATE) . 216
• KCM CORPORATION (KYORITSU CERAMIC MATERIALS CO. LTD.) (BARIUM TITANATE, FORMULATIONS, ADDITIVES)- NORITAKE . 216
• KDK CORPORATION (FOIL) . 217
• KEMET CORPORATION (TANTALUM POWDER PROCESSOR)- NOW YAGEO CORP. . 217
• KEMET BLUE POWDER CORPORATION (TANTALUM PROCESSING)- YAGEO. 218
• KENMARE RESOURCES PLC. (TITANIUM FEEDSTOCKS) . 218
• KRONOS WORLDWIDE, INC. (HIGH PURITY TITANIUM DIOXIDE FOR MLCC) . 219
• KURARAY CHEMICAL CO., LTD. . 220
• LORAD CHEMICAL CORPORATION (BARIUM TITANATE) . 220
• MALAYSIA SMELTING CORPORATION (TANTALUM FROM TIN SLAG) . 221
• METALYSIS LTD. (TANTALUM METAL POWDER) . 222
• MI-SWACO (GREYSTONE MINE) (BARITE MINING). 223
• MINERACAO TABOCA S.A. (TANTALUM MINING FOR FENBTA ALLOY)- MINSURS.A . 223
• MITSUBISHI ALUMINUM COMPANY LIMITED (FOIL) . 223
• MITSUBISHI CHEMICAL CORPORATION (CARBON) . 224
• MIRWEC FILM, INC. (PLASTIC FILM) . 225
• MITSUI MINING & SMELTING COMPANY (TANTALUM METAL POWDER & RECYCLING) . 225
• MRA LABORATORIES, INC. (CERAMIC FORMULATIONS)- FERRO; VIBRANTZ. 226
• NAC KAZATOMPROM (CAPACITOR-GRADE TANTALUM POWDER, METAL POWDER AND WIRE) . 226
• NANOMATERIALS COMPANY (BARITE MINING, FOCUS ON ELECTROCERAMICS) . 227
• NANTONG SOUTHLIGHT ELECTRONIC MATERIALS CO., LTD. (FOIL) . 227
• NEW RIVERSIDE OCHRE (BARITE MINING). 228
• NINGXIA ORIENT GROUP, CNMC NINGXIA NONFERROUS METALS (TANTALUM POWDER & WIRE). 228
• NIPPON CHEMICAL INDUSTRIAL (JCI) (HIGH PURITY BARIUM CARBONATE, CERAMIC FORMULATIONS) . 229
• NIPPON FOIL MANUFACTURING COMPANY LIMITED (FOIL)- NOW UACJ . 230
• NIPPON LIGHT METAL CO. LTD. (FOIL). 230
• NOAH TECHNOLOGIES CORPORATION (BARIUM TITANATE) . 231
• NORSK HYDRO ASA (VAW) (FOIL) . 231
• OPPC . 231
• OSAKA GAS CHEMICALS CO., LTD. . 232
• PANGANG TITANIUM INDUSTRY COMPANY LIMITED (TITANIUM FEEDSTOCKS) . 234
• PICA/ACTITEX (CARBON) . 234
• POLYPLEX (THAILAND) PCL (PLASTIC FILM) . 235
• PLANSEE (TANTALUM WIRE) . 235
• PROSPERITY DIELECTRICS (PDC/WALSIN) (BARIUM TITANATE, FORMULATIONS) . 235
• QYNERGY . 236
• REDEMI (TANTALUM MINERS). 237
• RHODIA (LIYANG) RARE EARTH NEW MATERIALS COMPANY LIMITED (SOLVAY GROUP) (ADDITIVES) . 237
• RICHARDS BAY MINERALS (RIO TINTO) (TITANIUM FEEDSTOCKS) . 238
• ROSREDMET (TANTALUM POWDER PROCESSING) . 239
• SAKAI CHEMICAL INDUSTRY COMPANY LIMITED (CERAMICS; HIGH PURITY TITANIUM DIOXIDE, BARIUM CARBONATE, BARIUM TITANATE). 239
• SAMSUNG FINE CHEMICAL (SFC) (CERAMICS; BARIUM TITANATE, FORMULATIONS)- NOW LOTTE FINE CHEMICAL . 241
• SATMA (PPC) {KENDEIL} (FOIL) . 241
• SHANGHAI XISHU ELECTRONIC MATERIAL COMPANY LTD. (PLASTIC FILM) . 242
• SHEN ZHOU MINING & RESOURCES, INC. (BARITE MINING) . 242
• SHIN-ETSU FILM COMPANY LIMITED (PLASTIC FILM). 243
• SHOWA DENKO K.K. (FOIL) . 244
• SHOWA DENKO SAKAI ALUMINUM K.K. (SSK) (FOIL) . 244
• SHOWA TITANIUM CO., LTD. (SHOWA-DENKO KK) (HIGH PURITY TITANIUM DIOXIDE). 244
• SICHUAN EM TECHNOLOGY COMPANY LIMITED (PLASTIC FILM) . 246
• SINOCERA (SHANDONG SINOCERA FUNCTIONAL MATERIAL CO LTD) (CERAMIC BARIUM TITANATE, FORMULATIONS) . 246
• SKC CO., LTD (PLASTIC FILM) . 247
• SMEC SUNG MOON ELECTRONICS CO LTD LIMITED KOREA (PLASTIC FILM) . 247
• SOLVAY CHEMICALS (HIGH PURITY BARIUM CARBONATE, ADDITIVES). 248
• SOUTHWEST ALUMINUM (GROUP) CO., LTD. (FOIL) . 249
• SPECTRACORP (CARBON) . 249
• STANDARD INDUSTRIAL MINERALS (BARITE MINING) . 250
• STEINER GMBH & CO KG (PLASTIC FILM) . 250
• SUKGYUNG AT CO., LTD. (HIGH PURITY BARIUM CARBONATE, HIGH PURITY TITANIUM DIOXIDE, BARIUM TITANATE) . 251
• SUMITOMO LIGHT METAL IND. LTD. (FOIL) . 252
• TEIJIN DUPONT FILMS (PLASTIC FILM)- NOW TEKRA . 252
• TERVAKOSKI FILMS GROUP (PLASTIC FILM) . 254
• TESLA- MAXWELL TECHNOLOGIES, INC.- NESSCAP (CARBON) . 254
• THERMOGRADE PROCESS TECHNOLOGY LIMITED (BARIUM TITANATE) . 255
• TIANJIN WANHUA CO., LTD. (PLASTIC FILM) . 255
• TIBREWALA ELECTRONICS LIMITED (PLASTIC FILM) . 255
• TOHO TITANIUM COMPANY LIMITED (CERAMICS; HIGH PURITY TITANIUM DIOXIDE) . 256
• TORAY ADVANCED FILM COMPANY LIMITED (PLASTIC FILM) . 256
• TOYO ALUMINIUM K.K. (FOIL) . 257
• TPL INDUSTRIES (BARIUM TITANATE) . 257
• TREOFAN GERMANY GMBH & CO KG (PLASTIC FILM) . 258
• TRONOX INCORPORATED (HIGH PURITY TITANIUM DIOXIDE) . 259
• TIWEST PTY (TRONOX/EXXARO) (HIGH PURITY TITANIUM DIOXIDE) . 259
• UC RUSAL (SAYANAL) (FOIL) . 259
• ULBA METALLURGICAL PLANT (TANTALUM POWDERS, INGOT AND MILL PRODUCTS) . 260
• VISHNU CHEMICALS PRIVATE LIMITED (SOLVAY JV) (HIGH PURITY BARIUM CARBONATE) . 261
• WESTVACO (CARBON)- NOW WESTROCK. 261
• WOCHEM INDUSTRY CO., LIMITED (HIGH PURITY BARIUM CARBONATE) . 262
• XINJIANG JOINWORLD CO., LTD. (FOIL) . 263
• ZHANJIANG YASHEYA REFRACTORIES CO. LTD. (STEINBOCK) (BARITE MINING) . 263
• ZHAOQING HUAFENG ELECTRONIC ALUMINUM FOIL CO.,LTD. (FOIL) . 264
• ZHEJIANG HUAYI ALUMINIUM CO., LTD. (FOIL) . 264

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List of Tables/Graphs

Table of Figures
Figure 1: Paumanok Methodology for Studying Dielectric Materials: 1988-2024 18
Figure 2: Paumanok Provenance and Utility in Dielectric Material Supply Chains and Ecosystems: 1988-2024 19
Figure 3: Paumanok Scope of Coverage in Electronic Components and Supporting Materials 20
Figure 4: Capacitor Maxims: Raw Materials, Dielectric Materials and Available Surface Area 27
Figure 5: Competitive Supply Chains by Capacitor Dielectric and End-Market Pull 29
Figure 6: Dielectric Technologies by Key Platform (Stacking, Winding, Pressed and Exotic) 31
Figure 7: Feedstocks, Engineering Steps, Dielectric Development and End-Market Pull 32
Figure 8: How Dielectric Materials are Vertically Integrated into Capacitors Based Upon Voltage and Capacitance Requirements 33
Figure 9: The Global Market for Dielectric Materials by Type: 2023 35
Figure 10: Dielectric Material Consumption by Type and World Region: FY 2023 Compared to FY 2013 and FY 2028 Outlook 37
Figure 11: Executive Summary of Top Vendors of Each Dielectric: FY 2023 38
Figure 12: Supply Chain Insights: How Capacitance is Achieved 39
Figure 13: Costs To Produce and Operating Profit Margins By Capacitor Type: FY 2023 40
Figure 14: Volume of Dielectric Material Consumption and Forecasts to 2028 by Material Type 41
Figure 15: Pricing of Dielectric Materials by Type and Forecasts to 2028 41
Figure 16: Insights- Most Dielectrics are Less Than $20 USD a Pound 43
Figure 17: Dielectric Constants and Pricing for Key Raw Materials Consumed as Dielectrics: FY 2023 44
Figure 18: Supply Chain Map Of The Ceramic Dielectric Materials Industry: FY 2023 56
Figure 19: Mining, Engineering and Composition Supply to The Merchant and Captive Markets 58
Figure 20: Competitive Environment in Ceramic Dielectric Materials by Type: FY 2022 62
Figure 21: Ceramic Dielectric Material Vendors: FY 2023 Global Market Shares (All Materials Combined) 64
Figure 22: Global Merchant Markets for Formulations By Type (COG, X7R/X5R, Y5V, Other): FY 2022 70
Figure 23: Ceramic Dielectric Formulation Suppliers To The Global Merchant Market: FY 2023 Estimated Market Shares 71
Figure 24: Ceramic Dielectric Additive Suppliers To The Global Merchant Market: FY 2023 Estimated Market Shares 77
Figure 25: Titanium Oxide Suppliers: FY 2023 Market Shares 78
Figure 26: High Purity Titanium Oxide Suppliers to The Global Capacitor and Dielectrics Industries Worldwide 80
Figure 27: Barium Titanate Content (Titanium Oxide, Barium Carbonate and Additives) 83
Figure 28: Barium Carbonate Vendors by Country of Origin: FY 2023 84
Figure 29: High Purity Barium Carbonate Suppliers: FY 2023 Sales and Market Shares 86
Figure 30: Converting Capacitor Foil To Square Feet 91
Figure 31: Capacitor Foil Mark-Ups At Various Stages of Production: FY 2023 93
Figure 32: Thin Gage Foil Sales To The Captive and Merchant Markets By World Region: FY 2023 96
Figure 33: Actual Consumption of Etched and Formed Foil By Country: FY 2023 97
Figure 34: Aluminum Electrolytic Capacitor Manufacturers: Factories By Country 98
Figure 35: Structure of The Supply Chain for Capacitor Foils: FY 2023 99
Figure 36: The Key Players At Each Level of The Capacitor Foil Supply Chain: FY 2023 100
Figure 37: Merchant Market Suppliers of Etched and Formed Capacitor Foils: FY 2022 Market Shares 104
Figure 38: Top 14 Capacitor Manufacturers Who Etch and Form Their Own Foil: 2023 110
Figure 39: Advantages and Disadvantages of Plastic Film As a Capacitor Dielectric: 2023 125
Figure 40: Supply Chain For Plastic Dielectric Film: Extruders; Metallizers; Capacitor Manufacturers; End-Use Market Drivers: 2023 129
Figure 41: Competitive Environment for Capacitor Films By Type: 2023 130
Figure 42: Top Global Vendors of Capacitor Grade Plastic Film To The Capacitor Industry: 2022 Market Shares 132
Figure 43: Tantalum Value Chain To The Worldwide Capacitor Industry: 2023 140
Figure 44: Tantalum Metal Powder Market Drivers in Anode 144
Figure 45: Capacitor Grade Tantalum Metal Powder and Wire Content by Molded Chip Case Size: FY 2023 145
Figure 46: Tantalum Powder Consumption By Case Size (In Milligrams) 146
Figure 47: Capacitor Grade Tantalum Metal Powder producers: 2023 Market Shares Worldwide 148
Figure 48: How Supercapacitors and Batteries Co-Exist 150
Figure 49: Battery Technology Versus Supercapacitor 150
Figure 50: EDLC Supercapacitors: Costs To Produce: 2023 160
Figure 51: Supercapacitor Ecosystem in 2023 162
Figure 52: Supply Chain of Activated Carbon Materials to the Supercapacitor Industry (Powder and Cloth, Electrode, Anode) 165
Figure 53: Global Capacitor Consumption Value Forecasts By Dielectric: FY 2023-2028 167
Figure 54: Global Capacitor Consumption Volume Forecasts By Dielectric: FY 2023-2028 167
Figure 55: Global Capacitor Pricing Forecasts By Dielectric: FY 2023-2028 168
Figure 56: Dielectric Material Consumption by Type and World Region: FY 2023 Compared to FY 2013 and FY 2028 Outlook 173
Figure 57: Volume of Dielectric Material Consumption and Forecasts to 2028 by Material Type 174
Figure 58: Pricing of Dielectric Materials by Type and Forecasts to 2028 175
Figure 59: Executive Summary of Top Vendors of Each Dielectric: FY 2023 177