Electronic copper foil is a type of copper foil, which is a cathodic electrolytic material, precipitated as a thin, continuous metal foil on the substrate layer of a circuit board. It easily adheres to the insulating layer, accepts a printed protective layer, and forms circuit patterns after corrosion. Electronic copper foil is the main raw material for copper-clad laminates (CCL) and printed circuit boards (PCBs).Benefiting from the stable growth of the downstream PCB industry, the electronic circuit copper foil industry also exhibits sustainability and stability. At the same time, as electronic products continue to move towards integration, automation, miniaturization, lightweight, and low energy consumption, it will promote PCBs to continuously evolve towards high density, high integration, high frequency and speed, high heat dissipation, ultra-thinness, and miniaturization. The high density and lightweight of the PCB industry will increase the proportion of electronic circuit copper foil in PCB manufacturing costs, enhancing its importance in the PCB supply chain.
This article selects six companies that are the most authentic in both PET copper foil and PCB concept, sharing them for collective research.
Special statement: The following content does not constitute any investment advice, guidance, or commitment, and is for academic discussion only.
First Company: Tongguan Copper FoilSubfield: Lithium Battery Energy StoragePET Copper Foil: The company has added a surface treatment production line and supporting equipment, converting part of its lithium battery copper foil capacity to PCB copper foil, mainly focusing on VLP and HVLP copper foil products.PCB Concept: The company is one of the leading enterprises in the domestic electronic copper foil industry, with a total production capacity of electronic copper foil at 45,000 tons/year, including PCB copper foil capacity of 25,000 tons/year.Company Highlights: As the only manufacturer in China capable of mass-producing HVLP copper foil, its products are mainly supplied to copper-clad laminate (CCL) manufacturers, including Taiko Electronics, Shengyi Technology, and Taiyo Yuden. These CCL customers then use the products in the PCB manufacturing of NVIDIA AI servers.Second Company: Defu TechnologySubfield: Solid-State Batteries DronesPET Copper Foil: The company has mastered core technologies such as high-end RTF reverse copper foil, HVLP ultra-low profile copper foil, carrier copper foil, and embedded resistance copper foil, and has begun mass importing and supplying high-end high-speed product series to core customers such as Shengyi Technology, Taiko, Panasonic Japan, Shenghong Technology, and Shenzhen South Circuit.PCB Concept: Successfully developed two major product series: RTF and HVLP. Among them, the roughness of HVLP copper foil is as low as 1.0μm, with signal loss reduced by 30% compared to traditional products, and has been mass applied in NVIDIA AI accelerator cards and Huawei data center servers.Company Highlights: The company’s independently developed porous copper foil, atomized copper foil, and other products provide key support for next-generation technologies such as all-solid-state batteries and metal lithium anodes. The high-performance lithium copper foil UHT-70, used in high-silicon content anode lithium batteries, has become an exclusive supply product in high demand from downstream core customers.Third Company: Zhongyi TechnologySubfield: Solid-State Batteries CATL ConceptPET Copper Foil: The product has gained a certain market share among well-known enterprises such as CATL, with its lithium copper foil products primarily featuring a specification of 6μm, while also mastering advanced technology for 4.5μm, with major customers including CATL, Ganzhou Nuowei, and Guangdong Jiatuo.PCB Concept: The company focuses on producing standard copper foil products ranging from 12μm to 175μm, covering multiple specifications, and is developing high-frequency high-speed electrolytic copper foil.Company Highlights: The company has successfully entered the supply chain of top PCB companies such as Huidian Co., Ltd. and Jingwang Electronics. Currently, the company plans to build a high-precision PCB copper foil project with an annual output of 30,000 tons, which is expected to further enhance its market share in the high-end market and better meet downstream customers’ demand for high-performance materials.Fourth Company: Dongcai TechnologySubfield: Membrane Materials PhotoresistPET Copper Foil: The company relies on its existing 9,000 tons of electrical PP-based film capacity and has added 3,000 tons of ultra-thin line (thickness ≤ 4μm) to provide core substrates for PP composite copper foil.PCB Concept: The electronic-grade resin materials produced by the company are core upstream materials for manufacturing printed circuit boards (PCBs), and it has established stable supply relationships with major domestic PCB manufacturers such as Shengyi Technology, Taiko Electronics, and Huazheng New Materials.Company Highlights: The company is one of only three manufacturers globally capable of mass-producing copper-clad laminate-grade BMI resin (Dongcai, Japan KI/DAIWA), and supplies to Taiko Electronics (with a market share of 95%), Shengyi Technology for OpenAI, NVIDIA’s OAM accelerator cards, and UBB motherboards, and has entered the supply chains of Huawei, Apple, and Intel.Fifth Company: Dongwei TechnologySubfield: High-End Equipment Photovoltaic ConceptPET Copper Foil: The company recently announced the successful acquisition of new orders for bilateral clamping horizontal coating equipment and magnetron sputtering roll coating equipment. This batch of equipment will be applied in the production of HVLP5 copper foil, PI electronic copper foil, display copper foil, and shielding materials.PCB Concept: In terms of PCB electroplating equipment, the company has launched a new VCP device, which has made significant progress in performance indicators, cost control, and safety and environmental protection, with a market share exceeding 50%.Company Highlights: The company has long focused on the research, design, production, and sales of high-end precision electroplating equipment and supporting technologies, committed to providing customers with efficient, environmentally friendly, and intelligent electroplating solutions. Its products mainly cover three major fields: PCB electroplating, general hardware electroplating, and new energy electroplating, with vertical continuous electroplating equipment holding over 50% market share in China.Sixth Company: Nord SharesSubfield: Nuclear Power New Energy VehiclesPET Copper Foil: The company has successfully achieved mass production of 3-micron copper foil and continues to ramp up production of 4.5-micron copper foil. The company maintains stable cooperative relationships with customers such as CATL, BYD, Zhongchuang Xinhang, Yiwei Lithium Energy, as well as LG New Energy and SKI.PCB Concept: The company has repeatedly launched several new products ahead of the industry, currently possessing the capability to produce high-end products such as RTF copper foil and HVLP copper foil required for 5G high-frequency high-speed PCBs.Company Highlights: The company continues to delve into the fields of composite copper foil and aluminum foil, ingeniously adding an organic material layer between the metal carrier layer and the ultra-thin metal foil layer through a dry process, and then using electrodeposition technology to form an ultra-thin metal foil layer, thereby creating a composite current collector.
Statement: This article is based on publicly available internet information. If there are any errors, please refer to the latest information. This article does not constitute any investment advice, guidance, or commitment, and is for academic research only. The market has risks, and investment should be cautious.