I-5G yeZiseko eziNtsha ziQhuba i-Tantalum Industry Chain
I-5G ifaka umfutho omtsha kuphuhliso loqoqosho lwaseTshayina, kwaye iziseko ezitsha zikhokele isantya sokwakha ekhaya kwixesha elikhawulezayo.
Umphathiswa wezoShishino kunye neTekhnoloji yoLwazi lwaseTshayina ludize ngoMeyi ukuba ilizwe longeza ngaphezulu kwe-10,000 yezikhululo ezitsha ze-5G ngeveki.Ukwakhiwa kwesikhululo se-5G sasekhaya saseTshayina sigqithise uphawu lwe-200,000 kwizinga elipheleleyo, kunye ne-17.51 yezigidi zasekhaya ze-5G zeefowuni ezithunyelwa ngoJuni kulo nyaka, zibalelwa kwiipesenti ze-61 zokuthunyelwa kweefowuni ngexesha elifanayo.Njenge "yokuqala" kunye "nesiseko" seziseko ezitsha, ikhonkco leshishini le-5G ngokungathandabuzekiyo liya kuba ngumxholo oshushu ixesha elide elizayo.
Ngophuhliso olukhawulezayo lwezorhwebo lwe-5G, i-tantalum capacitors inethemba elibanzi lesicelo.
Ngomahluko omkhulu weqondo lokushisa ngaphandle kunye notshintsho oluninzi lwendalo, izikhululo zesiseko ze-5G kufuneka zibe nokuzinza okuphezulu kakhulu kunye nobomi benkonzo ende.Oku kubeka phambili iimfuno eziphezulu zomgangatho kunye nokusebenza kwamacandelo e-elektroniki kwisikhululo esisisiseko.Phakathi kwazo, ii-capacitors zizinto ze-elektroniki eziyimfuneko kwizikhululo ezisisiseko ze-5G.I-Tantalum capacitors yi-capacitors ehamba phambili.
I-Tantalum capacitors ibonakaliswe ngumthamo omncinci, ixabiso elincinci le-ESR, ixabiso elikhulu le-capacitance kunye nokuchaneka okuphezulu.I-Tantalum capacitors nayo ineempawu zokushisa ezizinzileyo, uluhlu olubanzi lweqondo lokushisa, njl njl. Okwangoku, banokuziphilisa ngokwabo emva kokungaphumeleli ekuqinisekiseni ukuzinza kwexesha elide lokusebenza.Ngoko ke, kwiimeko ezininzi, luphawu olubalulekileyo lokuqinisekisa ukuba imveliso ye-elektroniki iyimveliso ephezulu okanye hayi.
Ngeengenelo ezifana nokusebenza kakuhle kwe-frequency, ukushisa okubanzi okusebenzayo, ukuthembeka okuphezulu kunye nokulungelelaniswa kwe-miniaturization, i-tantalum capacitors isetyenziswa ngokubanzi kwizikhululo zesiseko ze-5G ezigxininisa "i-miniaturization, ukusebenza kakuhle kunye ne-bandwidth enkulu".Inani lezikhululo zesiseko ze-5G ngama-2-3 amaxesha e-4G.Ngeli xesha, ekukhuleni okuqhumayo kweetshaja ezikhawulezayo zeefowuni eziphathwayo, ii-tantalum capacitors ziye zaba semgangathweni ngenxa yemveliso ezinzileyo kunye nokunciphisa umthamo nge-75%.
Ngenxa yeempawu ze-frequency yokusebenza, phantsi kweemeko ezifanayo zesicelo, inani lezikhululo zesiseko ze-5G zingaphezulu kwe-4G.Idatha ngokwenkonzo yoshishino kunye nokuvezwa kolwazi, ngenani lezikhululo ze-4G kwilizwe lonke kwi-2019 ukuya kwi-5.44 yezigidi, ngoko kukwakhiwa kwenethiwekhi ye-5G ukufezekisa iimfuno ezifanayo zokugubungela, okanye kufuneka i-5 g izikhululo zesiseko, i-1000 ~ 20 Izigidi kulindeleke ukuba zikhule ukusuka ngoku ukuya phambili, ukuba ufuna ukufikelela kwi-5G jikelele, kufuneka utye isixa esikhulu se-tantalum capacitor, ngokutsho koqikelelo lwentengiso, isikali semakethi ye-tantalum capacitor siya kufikelela kwi-7.02 yeebhiliyoni zeeyuan ngo-2020, ikamva liya kuqhubeka. ukukhula ngokukhawuleza.
Kwangaxeshanye, ngophuhliso oluthe ngcembe lwezithuthi zombane, ubukrelekrele bokwenziwa, i-AI, izixhobo ezinxitywayo, iiseva zelifu, kunye ne-smart phone ekhawulezayo yokutshaja izixhobo zombane kwimakethi, izixhobo zokusebenza eziphezulu ziyavela, kwaye iimfuno ezingaphezulu ziya kubekwa. ii-capacitors eziphezulu, ezizezi tantalum capacitors.Iintloko ze-Apple ze-iPhone kunye neetafile zokutshaja, umzekelo, sebenzisa ii-tantalum capacitors ezimbini ezisebenza kakhulu njengezihluzi zemveliso.I-Tantalum capacitors ifihla imarike yeebhiliyoni ezilishumi kuzo zombini ubungakanani kunye nesikali, nto leyo eya kudala amathuba ophuhliso kumashishini anxulumeneyo.
Ukongeza, ii-capacitors zikwasetyenziswa kwizixhobo ze-aerospaceamacandelo amaninzi.Ngenxa yezinto zayo "zokuziphilisa", i-tantalum capacitor ethandwa yimarike yasemkhosini, i-SMT enkulu ye-SMD tantalum capacitor, i-tantalum capacitor ene-energy exutywe kakhulu esetyenziselwa ukugcina amandla, ukuthembeka okuphezulu kweemveliso ze-tantalum ze-shell encapsulation capacitor, ezifanelekileyo kwizinga elikhulu. isekethe parallel usebenzisa i-polymer tantalum capacitor, njl., ihlangabezana kakhulu neemfuno zentengiso yomkhosi.
Imfuno ephezulu yee-tantalum capacitors ikhokelele ekwandeni kokunqongophala kwesitokhwe, okuqhubela ukukhula kwemarike yemathiriyeli ekrwada.
Amaxabiso eTantalum anyuke kwisiqingatha sokuqala sika-2020. Kwelinye icala, ngenxa yokuqhambuka kwe-coVID-19 ekuqaleni konyaka, umthamo wemigodi yehlabathi ubungekho phezulu njengoko bekulindelwe.Kwelinye icala, ngenxa yezithintelo ezithile zokuhamba, unikezelo jikelele luqinile.Kwelinye icala, i-tantalum capacitors isetyenziswa kakhulu kwiimveliso zombane.Kwisiqingatha sokuqala sonyaka, ngenxa yempembelelo yobhubhane, imfuno yeemveliso ze-elektroniki yanda, okukhokelela ekunyukeni kwe-tantalum capacitors.Njengoko i-capacitors yeyona nto ibalulekileyo yokusetyenziswa kwe-tantalum, i-40-50% yemveliso ye-tantalum yehlabathi isetyenziswa kwi-tantalum capacitors, eqhuba imfuno ye-tantalum kwaye iqhubela phezulu ixabiso.
Tantalum oxideiphezulu yeemveliso ze-tantalum capacitor, ikhonkco lemizi-mveliso ye-tantalum capacitor phambi kwezinto ezikrwada, i-oxidation tantalum kunye ne-niobium oxide kwimarike yaseTshayina ikhula ngokukhawuleza, imveliso yonyaka ka-2018 yafikelela kwiitoni ezingama-590 kunye neetoni ezingama-2250 ngokulandelelana, phakathi kuka-2014 no-2018. I-% kunye ne-13.6% ngokulandelelanayo, ubungakanani bemarike ngo-2023 kulindeleke ukuba i-851.9 yeetoni kunye ne-3248.9 yeetoni, ngokulandelanayo, isantya sokukhula sonyaka se-7.6%, indawo yoshishino ngokubanzi ukukhula usempilweni.
Njengoko inkqubo yeminyaka elishumi yokuqala karhulumente waseTshayina ukuphumeza isicwangciso sokwenza China amandla emveliso, eyenziwe China 2025 iphakamisa uphuhliso kumashishini angundoqo amabini angundoqo, ezizezi isizukulwana esitsha ulwazi kushishino lweteknoloji kunye noshishino olutsha izinto.Phakathi kwabo, ishishini lezinto ezintsha kufuneka lizame ukutyhutyha ibhetshi yezinto eziphambili ezisisiseko, njengentsimbi ephezulu kunye nezixhobo zentsimbi kunye nezixhobo zepetrochemical, ezifuneka ngokukhawuleza kwiinkalo zesicelo eziphambili, eziya kuzisa amathuba amatsha ophuhliso lwetantalum. -ishishini le-niobium metallurgy.
Ikhonkco lexabiso le-tantalum-Niobium metallurgy industry ibandakanya izinto eziluhlaza (i-tantalum ore), iimveliso ze-hydrometallurgical (i-tantalum oxide, i-niobium oxide kunye ne-potassium fluotantalate), iimveliso ze-pyrometallurgical (i-tantalum powder kunye ne-tantalum wire), iimveliso ezicutshungulwayo (i-tantalum capacitor, njl.), iimveliso ze-terminal kunye nezicelo ezisezantsi (izikhululo zesiseko se-5G, indawo ye-aerospace, iimveliso ze-elektroniki eziphezulu, njl.).Ekubeni zonke iimveliso ze-thermal metallurgical ziveliswa kwiimveliso ze-hydrometallurgical, kwaye iimveliso ze-hydrometallurgical zingasetyenziselwa ngokuthe ngqo ukuvelisa inxalenye yeemveliso ezicutshungulwayo okanye iimveliso ze-terminal, iimveliso ze-hydrometallurgical zidlala indima ebalulekileyo kwi-tantalum-niobium metallurgical industry.
Umzantsi womlambo tantalum-niobium pImarike ye-roducts kulindeleke ukuba ikhule, ngokutsho kwengxelo yeZha Consulting.Imveliso ye-tantalum yomhlaba jikelele kulindeleke ukuba inyuke ukusuka malunga neetoni ze-1,456.3 ngo-2018 ukuya malunga neetoni ze-1,826.2 ngo-2023. Ngokukodwa, imveliso ye-metallurgical grade tantalum powder kwimarike yehlabathi kulindeleke ukuba inyuke ukusuka malunga neetoni ze-837.1 ngo-2018 ukuya malunga ne-1,126.12 yeetoni ze-2023. oko kukuthi, iqondo lokukhula elihlanganisiweyo lonyaka malunga ne-6.1%).Ngeli xesha, imveliso ye-tantalum bar yaseTshayina kulindeleke ukuba inyuke ukusuka malunga neetoni ezingama-221.6 ngo-2018 ukuya malunga neetoni ezingama-337.6 ngo-2023 (oko kukuthi, isantya sokukhula sonyaka esimalunga ne-8.8%), ngokutsho kwengxelo kaJolson Consulting.Ukuhlangabezana neemfuno zabathengi abanokubakho, Inkampani yathi kwiprospectus yayo malunga neepesenti ezingama-68.8 zeemali eziqokelelweyo ziya kusetyenziselwa ukwandisa imveliso yeemveliso ezisezantsi, ezifana ne-tantalum powder kunye nemivalo, ukuze kwandiswe isiseko sabathengi bayo, ukubamba ngaphezulu amathuba oshishino kunye nokwandisa isabelo semarike.
Ukwakhiwa kweziseko ezingundoqo phantsi koshishino lwe-5G kusekwinqanaba lokuqala.I-5G ibonakaliswe ngokuphindaphindiweyo kunye nokuxinana okuphezulu.Ngaphantsi kwesiseko soluhlu olusebenzayo olulinganayo, imfuno yezikhululo ezisisiseko iphezulu kakhulu kunexesha lonxibelelwano lwangaphambili.Lo nyaka ngunyaka wokwakhiwa kweziseko ezingundoqo ze-5G.Ngokukhawuleza kokwakhiwa kwe-5G, imfuno yokusetyenziswa kweemveliso ze-elektroniki eziphezulu zinyuka, eziqhuba imfuno ye-tantalum capacitors ukuba ihlale yomelele.