Industry Information

How big can the supply and demand gap of silicone bellows for ventilators be? Part 1

  The tubes used with the ventilator are roughly divided into recyclable and disposable breathing tubes. In the early days, most manufacturers did not use silicone bellows as the main market, so the inventory and actual production equipment inventory It is also barely able to deliver. This year, ventilator silicone bellows and a series of products have been listed as materials with tight global supply.
  Can increasing the production equipment of silicone bellows change the status quo and fill the current market gap? First of all, the mainstream production process of silicone bellows in the market currently includes liquid injection process and extrusion winding vulcanization process. The production equipment required for each process is also different, and the required skilled workers and research and development directions are essentially different. This leads to One of the factors leading to the gap in the market is the gap caused by production equipment and manufacturing technology. Because the production equipment of silicone bellows is a large-scale equipment, the production cycle is relatively long. Suddenly, the production capacity of the current epidemic situation cannot be improved, that is to say, the delivery of silicone bellows equipment The cycle is too long and the production capacity is limited due to equipment constraints and downstream manufacturers are also limited. Silicone bellows manufacturers are not unwilling to increase production capacity but are caused by some upstream unstable factors to cause market gaps. In addition, even if there is production equipment, there is no way to start production immediately, because from the perspective of the production technology of silicone bellows, there is still a high threshold. It is not as simple as extruding a round tube or injecting a piece. Silicone bellows Starting from the extrusion winding process, the technical difficulty is how to wind and vulcanize the inner tube after extrusion. This link can make many manufacturers get stuck, even if many do silicone rubber.
Its counterparts may not be able to do it. Generally speaking, this is a very high threshold for manufacturers without technology research and development, which also affects many investors' worries about the market. What if the extrusion winding process is skipped and the liquid injection process is used? Can it fill the market gap of silicone bellows? At this stage, the mainstream in the market is still mainly liquid injection, but it still cannot be filled. That is because the unit price of liquid injection molds is relatively expensive, ranging from hundreds of thousands to millions of molds. The cost of a single mold makes many The customer retreated. The speed of liquid injection molding is relatively slow. Generally, it takes more than 20 minutes to make a mold (because the silicone needs to be vulcanized at high temperature in the mold). Then a machine itself cannot mass-produce in a day, and these problems are piled up one by one. It's a lot, if you want to fill the market gap of silicone bellows, it will take some time in the future.