5G Cov Kev Tsim Kho Tshiab Tsav Tantalum Kev Lag Luam Saw
5G tab tom txhaj tshuaj tshiab rau hauv Tuam Tshoj txoj kev loj hlob ntawm kev lag luam, thiab cov kev tsim kho tshiab kuj tau coj kev tsim kho hauv tsev mus rau lub sijhawm nrawm dua.
Tuam Tshoj Lub Tsev Haujlwm Saib Xyuas Kev Lag Luam thiab Kev Siv Tshuab Xov Xwm tau tshaj tawm thaum lub Tsib Hlis tias lub tebchaws tau ntxiv ntau dua 10,000 lub chaw nres tsheb 5G tshiab hauv ib lub lim tiam. Kev tsim kho chaw nres tsheb 5G hauv tebchaws Tuam Tshoj tau tshaj 200,000 lub cim ntawm lub peev xwm tag nrho, nrog rau 17.51 lab lub xov tooj ntawm tes 5G hauv tebchaws tau xa tawm thaum Lub Rau Hli xyoo no, suav txog 61 feem pua ntawm kev xa khoom xov tooj ntawm tes hauv tib lub sijhawm. Raws li "thawj zaug" thiab "lub hauv paus" ntawm cov khoom siv tshiab, 5G kev lag luam saw yuav tsis muaj kev ntseeg siab los ua ib qho kev sib tham kub rau lub sijhawm ntev tom ntej.
Nrog rau kev txhim kho kev lag luam sai ntawm 5G, tantalum capacitors muaj kev cia siab dav dav.
Nrog rau qhov sib txawv ntawm qhov kub thiab txias sab nraum zoov thiab ntau qhov kev hloov pauv ib puag ncig, 5G chaw nres tsheb hauv paus yuav tsum muaj kev ruaj khov siab heev thiab lub neej ua haujlwm ntev. Qhov no ua rau muaj qhov yuav tsum tau ua ntau dua rau qhov zoo thiab kev ua tau zoo ntawm cov khoom siv hluav taws xob hauv chaw nres tsheb hauv paus. Ntawm lawv, cov capacitors yog cov khoom siv hluav taws xob tseem ceeb ntawm 5G chaw nres tsheb hauv paus. Tantalum capacitors yog cov capacitors ua ntej.
Cov capacitors Tantalum muaj cov yam ntxwv me me, tus nqi ESR me me, tus nqi capacitance loj thiab qhov tseeb siab. Tantalum capacitors kuj muaj cov yam ntxwv kub ruaj khov, ntau qhov kub ua haujlwm dav, thiab lwm yam. Lub caij no, lawv tuaj yeem kho lawv tus kheej tom qab ua tsis tiav kom ntseeg tau tias ua haujlwm ruaj khov mus sij hawm ntev. Yog li ntawd, feem ntau, nws yog ib qho cim tseem ceeb los txiav txim siab seb cov khoom siv hluav taws xob puas yog cov khoom lag luam siab lossis tsis yog.
Nrog rau qhov zoo xws li kev ua haujlwm siab zaus, qhov kub ua haujlwm dav, kev ntseeg siab siab thiab haum rau miniaturization, tantalum capacitors yog dav siv hauv 5G chaw nres tsheb uas hais txog "miniaturization, high efficiency thiab bandwidth loj". Tus naj npawb ntawm 5G chaw nres tsheb yog 2-3 npaug ntawm 4G. Lub caij no, hauv kev loj hlob ntawm lub xov tooj ntawm tes ceev chargers, tantalum capacitors tau dhau los ua tus qauv vim muaj cov zis ruaj khov dua thiab txo qhov ntim los ntawm 75%.
Vim yog cov yam ntxwv ua haujlwm zaus, nyob rau hauv tib daim ntawv thov cov xwm txheej, tus lej ntawm 5G chaw nres tsheb yog ntau dua 4G. Cov ntaub ntawv raws li Ministry of Industry thiab Kev Tshaj Tawm Cov Ntaub Ntawv, los ntawm tus lej ntawm 4G chaw nres tsheb thoob plaws lub tebchaws hauv xyoo 2019 mus rau 5.44 lab, yog li kev tsim kho ntawm 5G network kom ua tiav tib yam kev pabcuam, lossis xav tau 5 g chaw nres tsheb, 1000 ~ 20 lab xav tias yuav nce ntxiv txij tam sim no mus, yog tias koj xav ua tiav kev nkag mus rau 5G thoob ntiaj teb, xav tau noj ntau ntawm tantalum capacitor, raws li kev kwv yees ua lag luam, tantalum capacitor kev lag luam nplai yuav ncav cuag 7.02 billion yuan hauv xyoo 2020, yav tom ntej yuav txuas ntxiv mus rau kev loj hlob sai.
Tib lub sijhawm, nrog rau kev txhim kho maj mam ntawm cov tsheb fais fab, kev txawj ntse ntawm lub tshuab hluav taws xob, AI, cov khoom siv hnav tau, cov servers huab, thiab txawm tias lub xov tooj ntse muaj zog them ceev ceev, cov khoom siv ua haujlwm siab tshwm sim, thiab ntau qhov kev thov yuav raug muab tso rau ntawm cov capacitors siab, uas yog tantalum capacitors. Piv txwv li, Apple lub iPhone thiab ntsiav tshuaj them lub taub hau, siv ob lub capacitors tantalum ua haujlwm siab ua cov lim dej tso zis. Tantalum capacitors zais lub lag luam ntawm kaum billion hauv ob qho tib si ntau thiab tsawg, uas yuav tsim cov cib fim kev txhim kho rau cov lag luam cuam tshuam.
Tsis tas li ntawd, cov capacitors kuj tseem siv rau hauv cov khoom siv aerospacentau yam khoom. Vim nws cov yam ntxwv "kho tus kheej", tantalum capacitor tau txais kev nyiam los ntawm kev ua lag luam tub rog, SMT SMD tantalum capacitor loj, lub zog siab sib xyaw tantalum capacitor siv hauv kev khaws cia lub zog, kev ntseeg siab ntawm tantalum plhaub encapsulation capacitor khoom, haum rau qhov loj parallel circuit siv polymer tantalum capacitor, thiab lwm yam, ua tau raws li qhov xav tau ntawm kev tshwj xeeb ntawm kev ua lag luam tub rog.
Qhov kev thov siab rau tantalum capacitors tau ua rau muaj kev tsis txaus ntawm cov khoom lag luam, tsav tsheb kev loj hlob ntawm kev lag luam raw khoom sab saud.
Tus nqi Tantalum tau nce siab hauv thawj ib nrab ntawm xyoo 2020. Ntawm ib sab tes, vim muaj tus kab mob COVID-19 sib kis thaum pib ntawm lub xyoo, qhov ntim khoom thoob ntiaj teb tsis siab li qhov xav tau. Ntawm qhov tod tes, vim muaj qee qhov kev txwv kev thauj mus los, tag nrho cov khoom siv nruj heev. Ntawm qhov tod tes, tantalum capacitors feem ntau yog siv rau hauv cov khoom siv hluav taws xob. Hauv thawj ib nrab ntawm lub xyoo, vim muaj kev cuam tshuam ntawm tus kab mob sib kis, qhov kev thov rau cov khoom siv hluav taws xob tau nce ntxiv, ua rau muaj kev nce ntxiv ntawm tantalum capacitors. Raws li capacitors yog qhov tseem ceeb tshaj plaws ntawm tantalum, 40-50% ntawm lub ntiaj teb tantalum ntau lawm yog siv rau hauv tantalum capacitors, uas tsav tsheb nce qhov kev thov rau tantalum thiab tsav tsheb nce tus nqi.
Tantalum oxideyog upstream ntawm tantalum capacitor khoom, kev lag luam saw ntawm tantalum capacitor pem hauv ntej ntawm cov ntaub ntawv raw, oxidation tantalum thiab niobium oxide hauv Suav teb kev lag luam loj hlob sai, 2018 txhua xyoo tso zis tau txog 590 tons thiab 2250 tons feem, ntawm xyoo 2014 thiab 2018 txhua xyoo kev loj hlob ntawm 20.5% thiab 13.6% feem, qhov loj ntawm kev ua lag luam hauv xyoo 2023 yuav tsum yog 851.9 tons thiab 3248.9 tons, feem, kev loj hlob txhua xyoo ntawm 7.6%, qhov chaw lag luam tag nrho kom loj hlob zoo.
Raws li thawj kaum xyoo kev ua haujlwm ntawm tsoomfwv Suav los siv lub tswv yim ua kom Tuam Tshoj ua lub zog tsim khoom, ua nyob rau hauv Tuam Tshoj 2025 tawm tswv yim kev txhim kho ntawm ob lub lag luam tseem ceeb, uas yog kev lag luam thev naus laus zis tshiab thiab kev lag luam khoom siv tshiab. Ntawm lawv, kev lag luam khoom siv tshiab yuav tsum siv zog los rhuav tshem ntau yam khoom siv yooj yim, xws li cov khoom siv hlau thiab hlau siab heev thiab cov khoom siv petrochemical, uas xav tau sai hauv cov teb tseem ceeb, uas tseem yuav coj cov cib fim tshiab rau kev txhim kho kev lag luam metallurgy tantalum-niobium.
Cov saw hlau muaj nqis ntawm kev lag luam metallurgy tantalum-Niobium suav nrog cov khoom siv raw (tantalum ore), cov khoom hydrometallurgical (tantalum oxide, niobium oxide thiab potassium fluotantalate), cov khoom pyrometallurgical (tantalum hmoov thiab tantalum hlau), cov khoom ua tiav (tantalum capacitor, thiab lwm yam), cov khoom kawg thiab cov ntawv thov downstream (5G chaw nres tsheb hauv paus, aerospace teb, cov khoom siv hluav taws xob siab, thiab lwm yam). Txij li thaum txhua yam khoom thermal metallurgical yog tsim los ntawm cov khoom hydrometallurgical, thiab cov khoom hydrometallurgical kuj tuaj yeem siv ncaj qha los tsim ib feem ntawm cov khoom ua tiav lossis cov khoom kawg, cov khoom hydrometallurgical ua lub luag haujlwm tseem ceeb hauv kev lag luam metallurgical tantalum-niobium.
Cov tantalum-niobium p downstreamKev lag luam khoom lag luam yuav loj hlob, raws li daim ntawv qhia los ntawm Zha Consulting. Kev tsim cov hmoov tantalum thoob ntiaj teb yuav nce ntxiv los ntawm kwv yees li 1,456.3 tons hauv xyoo 2018 mus rau kwv yees li 1,826.2 tons hauv xyoo 2023. Tshwj xeeb, kev tsim cov hmoov tantalum hauv kev lag luam thoob ntiaj teb yuav nce ntxiv los ntawm kwv yees li 837.1 tons hauv xyoo 2018 mus rau kwv yees li 1,126.1 tons hauv xyoo 2023 (piv txwv li, kev loj hlob txhua xyoo ntawm kwv yees li 6.1%). Lub caij no, Tuam Tshoj cov khoom lag luam tantalum yuav nce ntxiv los ntawm kwv yees li 221.6 tons hauv xyoo 2018 mus rau kwv yees li 337.6 tons hauv xyoo 2023 (piv txwv li, kev loj hlob txhua xyoo ntawm kwv yees li 8.8%), raws li daim ntawv qhia los ntawm Jolson Consulting. Yuav kom ua tau raws li qhov xav tau ntawm nws cov neeg siv khoom, Lub tuam txhab tau hais hauv nws daim ntawv qhia tias kwv yees li 68.8 feem pua ntawm cov nyiaj tau los yuav siv los nthuav kev tsim khoom ntawm cov khoom lag luam txuas ntxiv, xws li hmoov tantalum thiab cov khoom siv, txhawm rau kom nthuav dav nws cov neeg siv khoom, ntes tau ntau lub sijhawm ua lag luam thiab nce kev lag luam.
Kev tsim kho vaj tse hauv qab kev lag luam 5G tseem nyob rau theem pib. 5G yog tus cwj pwm los ntawm qhov zaus siab thiab qhov ceev siab. Raws li lub hauv paus ntawm qhov sib npaug zoo, qhov kev thov rau cov chaw nres tsheb hauv paus yog siab dua li hauv lub sijhawm sib txuas lus dhau los. Xyoo no yog xyoo ntawm kev tsim kho vaj tse 5G. Nrog rau kev ua kom nrawm ntawm kev tsim kho 5G, qhov kev thov rau cov khoom siv hluav taws xob siab dua tab tom nce ntxiv, uas ua rau qhov kev thov rau tantalum capacitors kom tseem muaj zog.