Global copper foil supply situation

Industrial copper foil can generally be divided into two categories: rolled copper foil (RA copper foil) and electrolytic copper foil (ed copper foil). Among them, rolled copper foil has the characteristics of good ductility and is used in the early soft plate process, while electrolytic copper foil has the advantage of lower manufacturing cost than rolled copper foil. As the calendered copper foil is an important raw material of flexible board, the improvement of the performance of calendered copper foil and the change of price have certain influence on the flexible board industry.

Because there are few manufacturers of rolled copper foil, and the technology is in the hands of some manufacturers, customers are not sure about the price and supply, so it is a feasible solution to replace rolled copper foil with electrolytic copper foil without affecting the product performance. However, in the next few years, if the physical characteristics of copper foil structure will affect the etching factors, then the importance of rolled copper foil in thin or thin products and high-frequency products will be enhanced again for the sake of telecommunications. There are two obstacles in the production of rolled copper foil: resource obstacle and technical obstacle. The obstacle of resources means that the production of rolled copper foil needs the support of copper raw materials, so it is very important to occupy resources. On the other hand, more new entrants are discouraged by technical obstacles, such as calendering technology, surface treatment or oxidation treatment. Most global manufacturers have many technical patents and key technologies, which increases the barriers to entry. If new entrants adopt post-processing production, it is not easy to successfully join the market due to the cost of large factories, so the global rolled copper foil still belongs to a strong monopoly market.