2025年中国电磁屏蔽膜产业发展现状及格局概况：市场竞争加剧，行业开始复苏[图]

Core Insights - The global mobile phone shipment volume declined in 2022, directly impacting the supply chain, while the incremental demand from 5G base station construction and the electrification of new energy vehicles has not yet formed substantial support [1][13] - The electromagnetic shielding film market is expected to show weak recovery in 2024, with a slight growth in market size to 3.09 billion yuan [1][13] Electromagnetic Shielding Film Industry Overview - Electromagnetic shielding films reduce electromagnetic interference by reflecting and absorbing incoming waves, ensuring a stable electromagnetic environment for high-frequency and high-density devices [2] - The production process is complex and includes multiple steps such as coating, cutting, and baking, requiring strict storage conditions [2] - The main types of electromagnetic shielding films are metal alloy, conductive adhesive, and micro-needle types, with metal alloy films being the mainstream due to their superior performance [2] Industry Policy Background - China's electromagnetic shielding film industry is supported by a multi-level policy framework focusing on technological innovation, industrial upgrading, and green transformation [5] - National policies emphasize the development of electromagnetic shielding materials, with financial subsidies and tax reductions to promote research and development [5] Industry Chain - The upstream of the electromagnetic shielding film industry includes metal foil materials and functional additives, with domestic companies gradually achieving localization [7] - Downstream applications focus on communication devices, consumer electronics, and new energy vehicles, driven by the demand for 5G and automotive intelligence [7] Current Industry Status - The global electromagnetic shielding materials market is steadily expanding, driven by the deployment of 5G base stations and the complexity of new energy vehicle electronic systems [11] - The market size for electromagnetic shielding materials is projected to reach 9.8 billion USD in 2024, with a year-on-year growth of 5.9% [11] Competitive Landscape - Key players in the electromagnetic shielding film market include companies like TAZ, Fangbang Co., and Toyo Kogyo, with a high market concentration due to significant technical barriers [15] - Fangbang Co. is the second-largest supplier in the global market, with its performance closely linked to the consumer electronics sector, particularly smartphones [17] Development Trends - The electromagnetic shielding film industry is accelerating towards high performance and environmental sustainability, focusing on innovations in nanocomposite technology and flexible shielding [19] - The demand for shielding films is expanding from consumer electronics to new energy vehicles and 5G base stations, supported by policy initiatives and international market expansion [19]