Consumer electronics drive the growth of demand for electromagnetic shielding materials

Since the beginning of this year, many industries have experienced a significant slowdown in thermal conductivity, 

making it particularly rare to maintain a high growth track. Electromagnetic shielding materials are an industry worth 

paying attention to. According to BCC Research, the global electromagnetic shielding material market is expected to 

grow at a rate of 10% per year over the next five years.

Electromagnetic shielding material, high barrier and fast upgrade speed

In electronic products, the role of electromagnetic shielding materials is to protect electronic devices from external 

electromagnetic interference, while also preventing electromagnetic waves generated by the devices from interfering 

with the outside world and extending the service life of electronic components.

From the perspective of application scope, electromagnetic shielding materials belong to the field of new material applications. 

The upstream of the industry chain is the supplier of basic raw materials, the midstream is the manufacturer of electromagnetic 

shielding materials and devices, and the downstream is widely used in terminal fields such as communication equipment, computers, 

mobile terminals, new energy vehicles, household appliances, national defense and military industry. The main materials include 

conductive cloth, conductive cloth tape, conductive foam, conductive sponge, conductive rubber, conductive coating, 

absorbing materials, etc.

The selection and design of electromagnetic shielding materials need to consider various factors such as shielding effectiveness, 

weight, cost, processability, and environmental stability, which have high requirements for technological research and development. 

To some extent, electromagnetic shielding is also an industry with high barriers to entry. The reason is that electromagnetic 

shielding materials have the characteristics of being technology intensive, having high barriers to supplier certification, 

requiring international certification for cross regional sales, and requiring continuous investment for rapid product upgrades.

The iterative ability, cost control ability, and product strength determine the growth height of the enterprise

From the performance of representative companies in industries such as Longyang Electronics, Keliyuan, and Huayangxi, 

the electromagnetic shielding material industry needs to have two core competencies: first, products need to meet the characteristics 

of fast iteration speed and strong customization ability. The fundamental reason is that in order to meet the growing demand for 

consumer upgrading, major consumer electronics brands continue to innovate and launch a series of new products to meet 

consumers' personalized and differentiated needs; The second is to have strong cost control capabilities. Enterprises can improve 

their process equipment, increase production capacity, and reduce material losses.

Longyang Electronics maintains good cooperative relationships with multiple internationally renowned terminal brands in the field 

of electromagnetic shielding materials. In terms of technology, Longyang Electronics has mastered core process technologies such 

as wound vacuum magnetron sputtering and composite coating technology, as well as flexible shielding material technology.

Changdeliyuan, a subsidiary of Keliyuan, has also established a brand influence in the field of electromagnetic shielding materials. 

Recently, Keliyuan announced that its subsidiary Changdeliyuan has been successfully selected for Microsoft's supplier list and will 

provide electromagnetic shielding materials for customers' electronic products such as game consoles. The R&D leader of the company's 

electromagnetic shielding materials revealed that the core advantages of its products are good quality control capabilities and excellent 

product performance, with low powder loss rate and high shielding efficiency.

Huayangxi is a leading and innovative professional provider of electromagnetic shielding and thermal conductivity solutions in China. 

The product is mainly used in multiple fields such as communication equipment, computers, mobile terminals, automotive electronics, 

medical equipment, and home appliance workers, and has formed long-term stable cooperative relationships with downstream customers 

in the above-mentioned fields.

Overall, the comprehensive development of industries such as 5G, cloud computing, AI, and the recovery of consumer electronics 

consumption have provided a large market demand for the electromagnetic shielding material industry. The high growth potential of 

the electromagnetic shielding material industry will provide a sufficiently high ceiling for industry chain enterprises, and whether they 

have core competitiveness determines the height that enterprises can reach.