Nippon Denkai（5759 TSE Growth）
＋English Summary on This Page
Electrolytic copper foil manufacturer expected to achieve global growth
Major electrolytic copper foil manufacturer
Nippon Denkai is a major electrolytic copper foil manufacturer focusing on copper foil for on-vehicle batteries for which high growth is expected, and is developing copper foil for high-end and high-value-added circuit boards to avoid severe competition.
Electrolytic copper foil is a metal copper film that is produced through precipitation by performing electrolysis of copper sulfate solution. Its typical applications are printed wiring boards and semiconductor package substrate, but it is also used in lithium ion secondary batteries for which demand is rapidly growing.
The company categorizes its net sales into “copper foils for on-vehicle batteries” and “copper foils for circuit boards.” Copper foils for on-vehicle batteries accounted for 63.6% of the net sales of the fiscal year ended March 2021, and copper foils for circuit boards for 36.4%.
Copper Foils for On-Vehicle Batteries
Copper foils for on-vehicle batteries are used for the negative electrode material of lithium ion secondary batteries mainly mounted on electronic vehicles and hybrid vehicles. The company delivers the electrolytic copper foils it produces to component manufacturers of on-vehicle batteries and are ultimately be sold to vehicle manufacturers in Japan and abroad.
Copper Foils for Circuit Boards
Copper foils for circuit boards are used as conductive materials in circuit boards mounted on various electronic devices, including cell phones and other 5G related devices. The company specializes in high-end products and delivers high-function electrolytic copper foils to copper clad laminate manufacturers in Japan and the U.S.
Production Capability
The company currently has the production capability of 1,100 tons per month (750 tons in Japan and 350 tons in the U.S.). Denkai America, acquired in March 2020, is the only electrolytic copper foil manufacturer in the U.S. Denkai America produces copper foils for circuit boards, and by introducing the highly efficient processing technology accumulated in Japan, it aims to enhance production efficiency of copper foils for circuit boards. It also has plans to launch the production and sale of copper foils for on-vehicle batteries in the U.S. in 2023, and will modify part of its facilities into production lines of copper foils for on-vehicle batteries.
Major electrolytic copper foil manufacturer
Nippon Denkai is a major electrolytic copper foil manufacturer focusing on copper foil for on-vehicle batteries for which high growth is expected, and is developing copper foil for high-end and high-value-added circuit boards to avoid severe competition.
Electrolytic copper foil is a metal copper film that is produced through precipitation by performing electrolysis of copper sulfate solution. Its typical applications are printed wiring boards and semiconductor package substrate, but it is also used in lithium ion secondary batteries for which demand is rapidly growing.
The company categorizes its net sales into “copper foils for on-vehicle batteries” and “copper foils for circuit boards.” Copper foils for on-vehicle batteries accounted for 63.6% of the net sales of the fiscal year ended March 2021, and copper foils for circuit boards for 36.4%.
Copper Foils for On-Vehicle Batteries
Copper foils for on-vehicle batteries are used for the negative electrode material of lithium ion secondary batteries mainly mounted on electronic vehicles and hybrid vehicles. The company delivers the electrolytic copper foils it produces to component manufacturers of on-vehicle batteries and are ultimately be sold to vehicle manufacturers in Japan and abroad.
Copper Foils for Circuit Boards
Copper foils for circuit boards are used as conductive materials in circuit boards mounted on various electronic devices, including cell phones and other 5G related devices. The company specializes in high-end products and delivers high-function electrolytic copper foils to copper clad laminate manufacturers in Japan and the U.S.
Production Capability
The company currently has the production capability of 1,100 tons per month (750 tons in Japan and 350 tons in the U.S.). Denkai America, acquired in March 2020, is the only electrolytic copper foil manufacturer in the U.S. Denkai America produces copper foils for circuit boards, and by introducing the highly efficient processing technology accumulated in Japan, it aims to enhance production efficiency of copper foils for circuit boards. It also has plans to launch the production and sale of copper foils for on-vehicle batteries in the U.S. in 2023, and will modify part of its facilities into production lines of copper foils for on-vehicle batteries.
概要（レポートから抜粋）
日本電解（以下、同社）は、他社に先駆けて高成長が見込まれる車載電池用銅箔へ注力すると同時に、競争が厳しい回路基板用銅箔においては、ハイエンド・高付加価値製品へ展開する電解銅箔メーカーの大手である。
電解銅箔とは、硫酸銅を主成分とする硫酸銅溶液を電気分解することで、金属銅を薄膜状に析出生成させたものである。厚さ8～12μmの銅箔で、用途によっては表面処理を行い、金属ロールの状態で出荷される。
電解銅箔の用途としては、各種電気製品に組み込まれるプリント配線板や半導体パッケージ基板が代表的であるが、成長が著しいリチウムイオン二次電池にも電解銅箔が使用されている。
同社は電解銅箔製造事業の単一セグメントであるが、製品の用途別に「車載電池用銅箔」と「回路基板用銅箔」に売上高を区分している。21/3期売上高の63.6%を車載電池用銅箔、36.4%を回路基板用銅箔事業が占めている。
車載電池用銅箔は、主に電気自動車やハイブリッド自動車に搭載されるリチウムイオン二次電池の負極部材として使用される。同社は生産する電解銅箔を車載用電池の部材メーカーに納入し、最終的には内外完成車メーカーへ販売される。
回路基板用銅箔は、携帯電話などの5G関連デバイスを含む各種電子機器に搭載される回路基板の電通素材として使用される。同社はハイエンド製品に特化しており、高機能電解銅箔を日米銅張積層板メーカーへ納入、最終的にはスマートフォンやパソコンメーカーなどへ販売される。
電解銅箔とは、硫酸銅を主成分とする硫酸銅溶液を電気分解することで、金属銅を薄膜状に析出生成させたものである。厚さ8～12μmの銅箔で、用途によっては表面処理を行い、金属ロールの状態で出荷される。
電解銅箔の用途としては、各種電気製品に組み込まれるプリント配線板や半導体パッケージ基板が代表的であるが、成長が著しいリチウムイオン二次電池にも電解銅箔が使用されている。
同社は電解銅箔製造事業の単一セグメントであるが、製品の用途別に「車載電池用銅箔」と「回路基板用銅箔」に売上高を区分している。21/3期売上高の63.6%を車載電池用銅箔、36.4%を回路基板用銅箔事業が占めている。
車載電池用銅箔は、主に電気自動車やハイブリッド自動車に搭載されるリチウムイオン二次電池の負極部材として使用される。同社は生産する電解銅箔を車載用電池の部材メーカーに納入し、最終的には内外完成車メーカーへ販売される。
回路基板用銅箔は、携帯電話などの5G関連デバイスを含む各種電子機器に搭載される回路基板の電通素材として使用される。同社はハイエンド製品に特化しており、高機能電解銅箔を日米銅張積層板メーカーへ納入、最終的にはスマートフォンやパソコンメーカーなどへ販売される。
