5G Zatsopano Zatsopano Zoyendetsa Tantalum Viwanda Chain
5G ikuyambitsa chitukuko chatsopano chachuma ku China, ndipo zomangamanga zatsopano zapangitsanso kuti ntchito yomanga nyumba ikhale yofulumira.
Unduna wa Zamakampani ndi Zaukadaulo ku China udaulula mu Meyi kuti dzikolo likuwonjezera masiteshoni atsopano a 10,000 pa sabata.Zomangamanga zakunyumba za 5G zaku China zapitilira chizindikiro cha 200,000 mokwanira, pomwe mafoni 17.51 miliyoni apanyumba a 5G adatumizidwa mu June chaka chino, zomwe zidapangitsa 61 peresenti ya kutumiza mafoni nthawi yomweyo.Monga "woyamba" ndi "maziko" a zomangamanga zatsopano, mndandanda wamakampani a 5G mosakayikira udzakhala mutu wovuta kwambiri kwa nthawi yaitali.
Ndi chitukuko chofulumira cha malonda a 5G, tantalum capacitors ali ndi chiyembekezo chogwiritsa ntchito.
Ndi kusiyana kwakukulu kwa kutentha kwakunja ndi kusintha kosiyanasiyana kwa chilengedwe, masiteshoni a 5G ayenera kukhala okhazikika kwambiri komanso moyo wautali wautumiki.Izi zimayika patsogolo zofunika zapamwamba pazabwino komanso magwiridwe antchito amagetsi pagawo loyambira.Pakati pawo, ma capacitor ndi zida zofunika kwambiri zamagetsi zamasiteshoni oyambira a 5G.Ma capacitor a Tantalum ndi omwe amatsogolera.
Ma capacitor a Tantalum amadziwika ndi voliyumu yaying'ono, mtengo wocheperako wa ESR, mtengo waukulu wa capacitance komanso kulondola kwakukulu.Ma capacitor a Tantalum amakhalanso ndi mawonekedwe a kutentha okhazikika, kutentha kwa kutentha kwakukulu, ndi zina zotero. Panthawiyi, amatha kudzichiritsa okha atalephera kuonetsetsa kuti ntchitoyo ikhale yokhazikika.Choncho, nthawi zambiri, ndi chizindikiro chofunikira kuti mudziwe ngati mankhwala amagetsi ndi apamwamba kwambiri kapena ayi.
Ndi ubwino monga kuthamanga kwafupipafupi, kutentha kwakukulu, kudalirika kwakukulu komanso koyenera kwa miniaturization, tantalum capacitors amagwiritsidwa ntchito kwambiri m'masiteshoni a 5G omwe amatsindika "miniaturization, high performance and great bandwidth".Chiwerengero cha malo oyambira a 5G ndi nthawi 2-3 kuposa 4G.Pakadali pano, pakukula kwamphamvu kwa ma charger othamanga a foni yam'manja, ma tantalum capacitor akhala okhazikika chifukwa chokhazikika komanso kuchepa kwa voliyumu ndi 75%.
Chifukwa cha machitidwe afupipafupi ogwira ntchito, pansi pazigawo zogwiritsira ntchito zomwezo, chiwerengero cha malo oyambira a 5G ndi oposa 4G.Deta molingana ndi unduna wa zamakampani ndikuwululira zidziwitso, ndi kuchuluka kwa masiteshoni a 4G kuzungulira dzikolo mu 2019 mpaka 5.44 miliyoni, momwemonso kumanga maukonde a 5G kuti akwaniritse zofunikira zomwezo, kapena kufunikira kwa masiteshoni a 5 g, 1000 ~ 20 miliyoni akuyembekezeka kukula kuyambira pano, ngati mukufuna kupeza mwayi wapadziko lonse ku 5G, muyenera kudya kuchuluka kwa tantalum capacitor, malinga ndi zoneneratu zamsika, msika wa tantalum capacitor ufika 7.02 biliyoni mu 2020, tsogolo lidzapitilira. kukula kofulumira.
Nthawi yomweyo, ndikutukuka kwapang'onopang'ono kwa magalimoto amagetsi, luntha lochita kupanga, AI, zida zovala, maseva amtambo, komanso msika wamagetsi amagetsi othamanga kwambiri, zida zogwira ntchito kwambiri zimatuluka, ndipo zofunidwa zambiri zidzaperekedwa. ma capacitor apamwamba kwambiri, omwe ndi tantalum capacitors.IPhone ya Apple ndi mitu yolipiritsa piritsi, mwachitsanzo, imagwiritsa ntchito ma tantalum capacitor awiri ochita bwino kwambiri ngati zosefera.Ma capacitors a Tantalum amabisa msika wa mabiliyoni khumi mu kuchuluka kwake komanso masikelo, zomwe zingapangitse mwayi wachitukuko kwa mafakitale ogwirizana.
Kuphatikiza apo, ma capacitor amagwiritsidwanso ntchito pazida zam'mlengalengazigawo zambiri.Chifukwa cha mawonekedwe ake "odzichiritsa", tantalum capacitor yomwe imakondedwa ndi msika wankhondo, yayikulu SMT SMD tantalum capacitor, tantalum capacitor yamphamvu kwambiri yomwe imagwiritsidwa ntchito posungira mphamvu, kudalirika kwakukulu kwa zinthu za tantalum encapsulation capacitor, zoyenera pamlingo waukulu. dera lofananira pogwiritsa ntchito polima tantalum capacitor, ndi zina zambiri, limakwaniritsa zofunikira za msika wankhondo.
Kufunika kwakukulu kwa ma tantalum capacitors kwadzetsa kukulira kwa kusowa kwa masheya, zomwe zikuyendetsa kukula kwa msika wakumtunda wazinthu zopangira.
Mitengo ya Tantalum idakwera theka loyamba la 2020. Kumbali imodzi, chifukwa cha kufalikira kwa coVID-19 kumayambiriro kwa chaka, kuchuluka kwa migodi padziko lonse lapansi sikunali kokwera monga momwe amayembekezera.Kumbali inayi, chifukwa cha zovuta zina zamayendedwe, kupezeka konseko kumakhala kolimba.Kumbali inayi, tantalum capacitors amagwiritsidwa ntchito kwambiri pazinthu zamagetsi.Mu theka loyamba la chaka, chifukwa cha kukhudzidwa kwa mliriwu, kufunikira kwa zinthu zamagetsi kunakula, zomwe zimapangitsa kuti ma tantalum capacitor achuluke.Monga ma capacitor ndi omwe amagwiritsidwa ntchito kwambiri pa tantalum, 40-50% yapadziko lonse lapansi yopanga tantalum imagwiritsidwa ntchito mu tantalum capacitors, zomwe zimakweza kufunikira kwa tantalum ndikukweza mtengo.
Tantalum oxidendi kumtunda kwa mankhwala tantalum capacitor, mafakitale unyolo wa tantalum capacitor kutsogolo kwa zopangira, makutidwe ndi okosijeni tantalum ndi niobium okusayidi mu msika China ikukula mofulumira, 2018 linanena bungwe pachaka anafika matani 590 ndi matani 2250 motero, pakati pa 2014 ndi 2018 pawiri pawiri mlingo kukula 20 20. % ndi 13.6% motero, kukula kwa msika mu 2023 akuyembekezeka matani 851.9 ndi matani 3248.9, motero, pawiri pachaka kukula kwa 7.6%, wonse makampani danga kukula wathanzi.
Monga woyamba zaka khumi ntchito pulogalamu ya boma la China kukhazikitsa njira yopangira China mphamvu zopangira, zopangidwa ku China 2025 akumufunsira chitukuko cha mafakitale awiri pachimake, ndicho makampani m'badwo watsopano zamakono zamakono mafakitale ndi zinthu zatsopano makampani.Pakati pawo, makampani opanga zinthu zatsopano ayenera kuyesetsa kuthyola mulu wa zinthu zotsogola, monga chitsulo ndi zitsulo zotsogola ndi zida za petrochemical, zomwe zimafunika mwachangu m'magawo ofunikira, zomwe zidzabweretsenso mwayi watsopano wopititsa patsogolo tantalum. -niobium zitsulo makampani.
Mtengo wamakampani azitsulo a tantalum-Niobium umaphatikizapo zida zopangira (tantalum ore), zinthu za hydrometallurgical (tantalum oxide, niobium oxide ndi potaziyamu fluotantalate), pyrometallurgical products (tantalum ufa ndi tantalum waya), zopangidwa (tantalum capacitor, etc.), Zogulitsa zotsalira ndi mapulogalamu otsika (masiteshoni a 5G, malo oyendetsa ndege, zinthu zamagetsi zamagetsi, etc.).Popeza zinthu zonse matenthedwe zitsulo amapangidwa kuchokera hydrometallurgiska mankhwala, ndi mankhwala hydrometallurgical angathenso kugwiritsidwa ntchito mwachindunji kupanga mbali ya zinthu kukonzedwa kapena mankhwala terminal, mankhwala hydrometallurgical amatenga mbali yaikulu mu tantalum-niobium zitsulo makampani.
Mtsinje wa tantalum-niobium pmsika wa roducts ukuyembekezeka kukula, malinga ndi lipoti la Zha Consulting.Kupanga ufa wa tantalum padziko lonse lapansi kukuyembekezeka kuwonjezeka kuchokera pafupifupi matani 1,456.3 mu 2018 mpaka pafupifupi matani 1,826.2 mu 2023. Makamaka, kupanga zitsulo zamtundu wa tantalum pamsika wapadziko lonse lapansi kukuyembekezeka kuwonjezeka kuchokera pafupifupi matani 837.1 mu 2018 mpaka pafupifupi 1,126.1 mu 2023 matani (2023 matani 2023). mwachitsanzo, chiwonjezeko chapachaka cha kukula pafupifupi 6.1%).Pakadali pano, kutulutsa kwa tantalum bar yaku China kukuyembekezeka kukwera kuchokera pa matani 221.6 mu 2018 mpaka pafupifupi matani 337.6 mu 2023 (mwachitsanzo, kuchuluka kwapachaka kwapachaka pafupifupi 8.8%), malinga ndi lipoti la Jolson Consulting.Pofuna kukwaniritsa zosowa za makasitomala omwe angakhale nawo, kampaniyo inanena kuti pafupifupi 68.8 peresenti ya ndalama zomwe zasonkhanitsidwa zidzagwiritsidwa ntchito kukulitsa kupanga zinthu zapansi, monga tantalum ufa ndi mipiringidzo, pofuna kukulitsa makasitomala ake, kulanda zambiri. mwayi wamabizinesi ndikuwonjezera gawo la msika.
Ntchito yomanga zomangamanga pansi pamakampani a 5G ikadali pagawo loyambirira.5G imadziwika ndi ma frequency apamwamba komanso kachulukidwe kwambiri.Pansi pamalingaliro amitundu yofananira, kufunikira kwa masiteshoni ndikokwera kwambiri kuposa nthawi yolumikizirana yam'mbuyomu.Chaka chino ndi chaka cha zomangamanga za 5G.Ndi kufulumizitsa kwa zomangamanga za 5G, kufunikira kwa zinthu zamagetsi zamagetsi kumawonjezeka, zomwe zimapangitsa kuti ma tantalum capacitor akhale olimba.