Grid-connected renewable energy drives the market size of specialty capacitors to grow by 25% annually

As the global energy structure transformation accelerates, the demand for high-voltage thin-film capacitors used in photovoltaic inverters and wind power converters continues to climb. Industry data shows that the capacity of this segmented market increased by 28% year-on-year in 2023, and it is expected to maintain a compound growth rate of over 20% in the next three years. This growth is mainly attributed to the significant increase in installed capacity of renewable energy in various countries and the rapid deployment of grid energy storage systems.

In terms of technological innovation, the industry has developed a new generation of products with a voltage rating of 2000VDC and a rated current of 400A. By optimizing the metallized film evaporation process and winding structure design, the product maintains excellent self-healing characteristics while increasing its power density to 1.8 times that of traditional products. What is more noteworthy is that the new dry structure design completely avoids the risk of leakage of liquid impregnating agents, meeting increasingly stringent environmental protection requirements.

In terms of production capacity construction, multiple automated production bases are currently undergoing expansion. The introduction of roll-to-roll production technology has increased the film processing speed to 15 meters per minute, with electrode pattern accuracy controlled within ±5 microns. Industry analysis points out that as third-generation semiconductor devices become more prevalent in the field of power electronics, the requirements for high-frequency and high-temperature performance of supporting capacitors will further increase, which will continue to drive the iterative upgrading of related technologies.