I-5G Ingqalasizinda Nengqalasizinda I-Drine Tantalum Imboni Yezimboni
I-5G ifaka umfutho omusha ekuthuthukisweni komnotho waseChina, futhi ingqalasizinda entsha ibuye yahola nejubane lokwakhiwa kwasekhaya esikhathini esisheshayo.
UMnyango Wezimboni waseChina nobuchwepheshe bolwazi waseChina wavezwa ngoMay ukuthi izwe lelo sengeze iziteshi ezingaphezu kuka-10% ezintsha ze-5G APEN ngeviki. Ukwakhiwa kwesiteshi saseChina esisekhaya saseChina sekwedlule umaki ka-200,000 kumandla aphelele, ngezingcingo ezi-17.51 ezihamba ngezigidi ezingama-5G zithunyelwe ngoJuni kulo nyaka, zibalwe ngamaphesenti angama-61 okuhanjiswa kwefoni okufanayo. Njengombhalo "wokuqala" no "Isisekelo" sengqalasizinda esisha, ngokungangabazeki i-Imboni Imboni izoba isihloko esishisayo isikhathi eside esizayo.
Ngokuthuthukiswa okusheshayo kwezentengiso kwe-5G, ama-capacitors akwaTantalum anethemba lesicelo esibanzi.
Ngomehluko omkhulu wokushisa ongaphandle kanye noshintsho oluningi lwemvelo, iziteshi ze-5G Base kumele zibe nokuqina okukhulu kakhulu kanye nempilo yenkonzo ende. Lokhu kufaka phambili phambili izidingo eziphakeme zekhwalithi nokusebenza kwezinto ze-elekthronikhi esiteshini sesisekelo. Phakathi kwazo, ama-capacitors ayizinto ezibalulekile ze-elektroniki zeziteshi eziyisisekelo ze-5G. Ama-Capacitors e-Tantalum angama-capacitors aholayo.
Ama-capacitors e-tantalum abonakala ngevolumu elincane, inani elincane le-ESR, inani elikhulu lamakhono nokunemba okuphezulu. Ama-Capacitor e-Tantalum nawo anezici zokushisa ezinzile, ububanzi bokushisa obubanzi bokushisa, njll. Okwamanje, bangaphilisa ngemuva kokwehluleka ukuqinisekisa ukuqina kokusebenza kwesikhathi eside. Ngakho-ke, ezimweni eziningi, kuwuphawu olubalulekile ukunquma ukuthi umkhiqizo we-elekthronikhi umkhiqizo ophakeme noma cha.
Ngezinzuzo ezifana nokusebenza okuvame kakhulu, izinga lokushisa elibanzi, ukuthembeka okuphezulu futhi elilungele kakhulu iziteshi ze-5G zisetshenziswa kabanzi eziteshini ze-5G eziyisisekelo ezigcizelela "i-bandwidth enkulu". Inani leziteshi eziyisisekelo ze-5G liyizikhathi ezingama-2-3 ezi-4G. Ngaleso sikhathi, ekukhuleni okuqhumayo kwezingcingo ezisheshayo, ama-capacitors e-tantalum asezingeni eliphakeme ngenxa yokukhipha okuzinzile futhi anciphise ivolumu ngo-75%.
Ngenxa yezimpawu zokusebenza imvamisa, ngaphansi kwezimo zohlelo lokusebenza ezifanayo, inani leziteshi eziyisisekelo ze-5G lingaphezu kwe-4G. Idatha ngokuya ngoMnyango Wezimboni kanye nokudalulwa kwemininingwane, ngenombolo yeziteshi ze-4G Base ezweni lonke ngonyaka ka-1 7.02 billion yuan ngo-2020, ikusasa lizoqhubeka nokukhula ngokushesha.
Ngasikhathi sinye, ukuthuthukiswa kancane kancane kwezimoto zikagesi, ubuhlakani bokufakelwa, amadivaysi agqokekayo, amaseva wefu, kanye nama-smart phone ashelelezi ukushaja imakethe yempahla ephakeme, okuthe xaxa kutholakala kuma-capacitors aphezulu, okungukuthi ama-capacitors aphezulu. Amakhanda we-Apple ne-tablet ne-tablet, ngokwesibonelo, asebenzisa ama-capacitors amabili aphezulu we-tantalum njengokuhlunga okuphumayo. Ama-Capacitors e-Tantalum afihla imakethe yezigidigidi eziyishumi ngesilinganiso esisodwa nesilinganiso, ezokwakha amathuba entuthuko ezimboni ezihlobene.
Ngaphezu kwalokho, ama-capacitors nawo asetshenziswa emishini ye-aerospaceizakhi eziningi. Ngenxa yezici zayo "zokuzethula", i-tantalum capacitor ithandeka emakethe yezempi, i-capalum enkulu ye-SMT SMD Tantalum Capacitor, ethembeni eliphakeme elihlanganisiwe le-tantalum Shell Capacitor, njll. imakethe.
Isidingo esiphakeme se-Tantalum Capacitors siholele ekukhuphukeni kokushoda kwesitoko, sishayela ukukhula kwemakethe yezinto ezibonakalayo ezikhuphukayo.
Amanani e-Tantalum akhuphuke engxenyeni yokuqala ka-2020. Ngakolunye uhlangothi, ngenxa yokuqubuka kwesimo se-19 ekuqaleni konyaka, umthamo wezimayini zomhlaba wonke wawungaphakeme njengoba bekulindelekile. Ngakolunye uhlangothi, ngenxa yezinkinga ezithile zokuhamba, ukunikezwa okuphelele kuqinile. Ngakolunye uhlangothi, ama-capacitors e-tantalum asetshenziswa kakhulu kwimikhiqizo ye-elekthronikhi. Engxenyeni yokuqala yonyaka, ngenxa yomthelela wobhubhane, isidingo semikhiqizo ye-elekthronikhi sanda, okuholela ekukhuphukeni kwama-tatalum capacitors. Njengoba ama-capacitors asetshenziswa kakhulu i-tantalum, 40-50% yokukhiqizwa kwe-tantalum emhlabeni kusetshenziswa kuma-tatalum capacitors, adonsa isidingo se-tantalum futhi aqhube ngentengo.
Tantalum oxideingaphezulu lemikhiqizo ye-tantalum capacitor, i-Industrial Chain of Tantalum capacitor ngaphambili kwezinto eziluhlaza, i-niobium oxide e-200 nemakethe ngokulandelana, usayizi wemakethe ngo-2023 kulindeleke ukuthi Amathani angama-851.9 namathani angama-3248.9, ngokulandelana, isilinganiso sokukhula sonyaka esingama-7.6%, indawo embonini yonke yokukhula iphilile.
Njengohlelo lokuqala lwesenzo seminyaka eyishumi kahulumeni waseChina ukusebenzisa isu lokwenza i-China amandla okukhiqiza, enziwe eChina 2025 iphakamisa ukuthuthukiswa kwezimboni ezimbili eziyisisekelo zolwazi, okungukuthi imboni entsha yezinto ezibonakalayo. Phakathi kwazo, imboni entsha yezinto zokwakha kufanele ilwele ukugqashula ngenhlamba yezinto ezibalulekile eziyisisekelo, njengezinto ezithuthukile zensimbi kanye nezinto zokwakha zensimbi kanye nezinto zokwakha ezithuthukile, ezizoletha amathuba amasha okuthuthukiswa kwe-tantalum-niobium metalluur Imboni.
I-Value Chain of Tantalum-Niobium Metallurgy Imboni ifaka izinto ezisetshenziswayo (Tantalum Ore), Imikhiqizo ye-hydrometurvical (i-tantalum oxide, imikhiqizo ye-tantalum ne-tantalum), imikhiqizo esetshenzisiwe (i-tantalum capacitor, njll.), Imikhiqizo ye-Terminal Iziteshi eziyisisekelo, insimu ye-aerospace, imikhiqizo ephezulu ye-elekthronikhi, njll.). Njengoba yonke imikhiqizo ye-metallurgical ye-thermal ikhiqizwa kusuka emikhiqizweni ye-hydromerallurgical, kanye nemikhiqizo ye-hydromerallurvical nayo ingasetshenziswa ngokuqondile ukukhiqiza ingxenye yemikhiqizo esetshenzisiwe noma imikhiqizo yokugcina, imikhiqizo ye-hydrometallurgical idlala indima enkulu embonini ye-tantalum-niobium metallurgical.
The downstream tantalum-niobium pImakethe yama-roducts kulindeleke ukuthi ikhule, ngokusho kombiko kaZha Consulting. Ukukhiqizwa kwe-Global Tantalum Powder kulindeleke ukuthi kwandiswe kusuka kumathani acishe abe ngu-1,456.3 ngo-2018 kuya ku-20,826.2 amathani ka-2023. Ngaleso sikhathi, kulindeleke ukuthi kukhiqizwe amathani aseChina Tantalum Bar akhuphuka kusuka kumathani angaba ngu-221.6 ngo-2018 kuya ku-337.6 amathani ngo-2023 (ie, isilinganiso sokukhula sonyaka esingama-208%), ngokusho kombiko kaJolson Ukubonisana. Ukuhlangabezana nezidingo zamakhasimende alo angaba khona, le nkampani yathi ngethemba layo lokuthi cishe amaphesenti angama-68,8 aphakanyisiwe azosetshenziselwa ukwandisa ukukhiqizwa kwemikhiqizo engezansi, efana ne-tantalum powder nemigoqo, ukuthwebula amathuba amabhizinisi amaningi nokwandisa ukwabiwa kwamabhizinisi.
Ukwakhiwa kwengqalasizinda ngaphansi komkhakha we-5G kusesigabeni sokuqala. I-5G ibonakala imvamisa ephezulu kanye nobukhulu obuphezulu. Ngaphansi kwesisekelo sohlu olulinganayo olusebenzayo, isidingo seziteshi ezisisekelo siphakeme kakhulu kunasesikhathini sokuxhumana edlule. Lo nyaka ngunyaka wokwakhiwa kwengqalasizinda yengqalasizinda ye-5G. Ngokusheshisa kwe-5G Construction, ukufunwa kwesicelo kwemikhiqizo ephezulu ye-elekthronikhi kukhula, okushayela isidingo sama-capacitor e-tantalum ukuba ahlale eqinile.