Rare earth permanent magnets: the demand for high-performance NdFeB is difficult to be replaced
In the global wave of electrification, the high-performance NdFeB magnetic material industry with high industry barriers has begun to develop a tighter trend in supply and demand. It is estimated that the demand growth rate of NdFeB for electric vehicles will reach an average of about 40%, and the overall demand growth rate of the high-end NdFeB industry will also recover to more than 15%.
Permanent magnet ferrite: wet pressed magnetic tile has a bright future
The permanent magnet ferrite wet pressure magnetic tile is the core component of the downstream micro motor. Widely used in industries such as automobiles, motorcycles, household appliances, power tools, etc. In DC motors, permanent ferrite is an indispensable key material. A DC motor requires at least 2 pieces of permanent ferrite, and more can reach dozens of pieces.
Soft magnetic: wireless charging opens a golden era
In the field of soft magnetic materials, TDK, TODA, Hitachi Metals and other companies from Japan occupy the leading position, followed by soft magnetic material manufacturers in China.
Soft magnetic materials can be divided into four categories: metal soft magnetic, ferrite soft magnetic, amorphous soft magnetic, and nanocrystalline soft magnetic. China is the world's largest producer of ferrite soft magnets. In recent years, the overall supply has been stable, with a scale of about 210,000 tons.
Soft magnetic is one of the most critical materials for wireless charging, with high technology and qualification barriers. With the development of big data, 5G, Internet of Things and other fields, wireless charging is expected to become an important engine for the growth of demand for soft magnetic materials.
Metal soft magnetic powder core
There are less than 5 leading manufacturers in the field of soft metal magnetic materials in China, accounting for about 4.03%; most listed companies of soft magnetic materials focus on ferrite soft magnetic materials. At the same time, metal soft magnetic is mainly used in the inverter air conditioner, photovoltaic power generation and UPS power supply market, and the downstream market is in strong demand.