材料汇·2025-08-19 14:57Core Viewpoint - The article emphasizes the critical role of thermal management materials in enhancing the performance and reliability of electronic devices, particularly in the context of increasing heat generation due to advancements in AI, 5G, and IoT technologies. The demand for effective thermal solutions is expected to grow significantly as electronic products become thinner, more integrated, and high-performing [4][13][24]. Group 1: Thermal Management Materials - Thermal management materials are essential for improving heat dissipation in electronic products, which directly affects their stability and reliability [4]. - The failure rate of electronic components increases exponentially with temperature, with a 50% reduction in system reliability for every 10°C rise in temperature [4][11]. - The market for thermal management technologies is projected to grow, with the global thermal management market expected to reach $26.1 billion by 2028, growing at a CAGR of 8.5% from $17.3 billion in 2023 [26][27]. Group 2: Product Classification - Thermal management materials can be classified into active (forced cooling) and passive (natural cooling) types, with active systems like fans and liquid cooling being common in consumer electronics [9][10]. - Passive cooling methods rely on conduction and radiation, suitable for compact devices like smartphones and tablets [9][10]. Group 3: Mainstream Products - Key products in the thermal management space include artificial synthetic graphite heat dissipation films, heat pipes, and vapor chambers, which are becoming mainstream solutions in the market [12][14][19]. - The rise of synthetic graphite materials began in 2011 with their application in smartphones, expanding to tablets, laptops, automotive electronics, and communication base stations [19]. Group 4: Market Trends and Growth Drivers - The demand for thermal management solutions is driven by the increasing heat generated by AI and 5G technologies, particularly in consumer electronics like smartphones and personal computers [35][40]. - The AI upgrade in smartphones is expected to significantly increase thermal management needs, with AI-enabled devices requiring more efficient cooling solutions due to higher power consumption [35][40]. - The global smartphone shipment is projected to reach 1.371 billion units by 2027, representing a growth of approximately 13.3% from 2022, further driving the demand for thermal management materials [38]. Group 5: Industry Challenges and Opportunities - The industry faces challenges such as the need for innovative thermal solutions to manage increased heat generation from high-performance components [54]. - Opportunities exist in the customization and diversification of thermal management solutions to meet the complex demands of modern electronic devices [54][56]. - The trend towards localized sourcing in response to global trade dynamics is expected to benefit domestic thermal management product manufacturers [54].