Sabbin Kayayyakin more rayuwa na 5G sun Inganta Sarkar Masana'antar Tantalum
5G na ƙara yawan ci gaban tattalin arzikin China, kuma sabbin kayayyakin more rayuwa sun kuma haifar da saurin ci gaban gine-ginen cikin gida.
Ma'aikatar Masana'antu da Fasahar Bayanai ta China ta bayyana a watan Mayu cewa kasar na kara sabbin tashoshin 5G sama da 10,000 a kowane mako. Gina tashoshin 5G na cikin gida na kasar Sin ya zarce maki 200,000 a cikakken karfinsu, inda aka aika wayoyin hannu na 5G na cikin gida miliyan 17.51 a watan Yunin wannan shekarar, wanda ya kai kashi 61 cikin 100 na jigilar wayoyin hannu a daidai wannan lokacin. A matsayin "tushen" sabbin kayayyakin more rayuwa, babu shakka sarkar masana'antar 5G za ta zama abin tattaunawa na dogon lokaci.
Tare da saurin haɓaka kasuwanci na 5G, capacitors na tantalum suna da fa'ida mai faɗi.
Tare da babban bambancin zafin jiki a waje da kuma sauye-sauyen muhalli da dama, tashoshin tushe na 5G dole ne su kasance suna da matuƙar kwanciyar hankali da tsawon rai. Wannan yana gabatar da buƙatu mafi girma don inganci da aikin kayan lantarki a tashar tushe. Daga cikinsu, capacitors sune abubuwan lantarki da ba su da mahimmanci na tashoshin tushe na 5G. Tantalum capacitors sune manyan capacitors.
Ana siffanta ƙarfin Tantalum da ƙaramin girma, ƙaramin ƙimar ESR, babban ƙimar ƙarfin aiki da kuma babban daidaito. Hakanan, ƙarfin Tantalum yana da halaye na yanayin zafi mai ɗorewa, kewayon zafin aiki mai faɗi, da sauransu. A halin yanzu, suna iya warkar da kansu bayan sun gaza tabbatar da kwanciyar hankali na aiki na dogon lokaci. Saboda haka, a lokuta da yawa, muhimmiyar alama ce a tantance ko samfurin lantarki samfuri ne mai inganci ko a'a.
Tare da fa'idodi kamar ingantaccen mita mai yawa, zafin aiki mai faɗi, babban aminci da kuma dacewa da rage yawan amfani da wutar lantarki, ana amfani da ƙarfin wutar lantarki na tantalum sosai a tashoshin 5G waɗanda ke jaddada "ƙananan amfani, babban inganci da babban bandwidth". Adadin tashoshin 5G ya ninka na 4G sau 2-3. A halin yanzu, a cikin ƙaruwar caja mai sauri na wayoyin hannu, ƙarfin wutar lantarki na tantalum ya zama na yau da kullun saboda ingantaccen fitarwa da raguwar girma da kashi 75%.
Saboda yanayin aiki, a ƙarƙashin yanayi iri ɗaya na amfani, adadin tashoshin tushen 5G ya fi 4G. Bayanai a cewar ma'aikatar masana'antu da bayyana bayanai, ta hanyar adadin tashoshin tushe na 4G a faɗin ƙasar a shekarar 2019 zuwa miliyan 5.44, haka nan gina hanyar sadarwa ta 5G don cimma buƙatun ɗaukar hoto iri ɗaya, ko kuma buƙatar tashoshin tushe na 5g, ana sa ran za a samu ƙaruwar miliyan 1000 zuwa 20 daga yanzu, idan kuna son samun damar shiga 5G gabaɗaya, kuna buƙatar cin adadi mai yawa na capacitor na tantalum, bisa ga hasashen kasuwa, girman kasuwar capacitor na tantalum zai kai yuan biliyan 7.02 a shekarar 2020, nan gaba za a ci gaba da samun ci gaba cikin sauri.
A lokaci guda, tare da ci gaban motocin lantarki a hankali, fasahar kere-kere ta wucin gadi, fasahar AI, na'urorin da ake iya sawa, sabar girgije, har ma da kasuwar na'urorin lantarki masu caji mai sauri na wayoyin salula, kayan aiki masu inganci suna tasowa, kuma za a buƙaci ƙarin buƙatu ga manyan na'urori masu ƙarfin gaske, wato na'urorin capacitor na tantalum. Misali, kawunan caji na iPhone da kwamfutar hannu na Apple, suna amfani da na'urorin capacitor na tantalum guda biyu masu ƙarfi a matsayin matatun fitarwa. Na'urorin capacitor na Tantalum suna ɓoye kasuwa ta biliyan goma a adadi da girma, wanda zai haifar da damar ci gaba ga masana'antu masu alaƙa.
Bugu da ƙari, ana amfani da capacitors a cikin kayan aikin sararin samaniyaƙarin sassa. Saboda fasalulluka na "warkar da kai", ƙarfin tantalum wanda kasuwar sojoji ta fi so, babban ƙarfin tantalum na SMT SMD, ƙarfin tantalum mai ƙarfi mai ƙarfi wanda ake amfani da shi wajen adana makamashi, babban ingancin samfuran ƙarfin tantalum, wanda ya dace da babban da'ira mai layi ɗaya ta amfani da ƙarfin tantalum na polymer, da sauransu, ya cika buƙatun musamman na kasuwar soja.
Yawan buƙatar na'urorin tantalum ya haifar da ƙaranci a hannun jari, wanda hakan ya haifar da ƙaruwar kasuwar kayan masarufi ta sama.
Farashin Tantalum ya tashi a rabin farko na shekarar 2020. A gefe guda, saboda barkewar cutar covid-19 a farkon shekarar, yawan haƙar ma'adinai a duniya bai kai yadda ake tsammani ba. A gefe guda kuma, saboda wasu matsalolin sufuri, wadatar da ake samu ta yi ƙasa. A gefe guda kuma, galibi ana amfani da capacitors na tantalum a cikin kayayyakin lantarki. A rabin farko na shekarar, saboda tasirin annobar, buƙatar kayayyakin lantarki ta ƙaru, wanda ya haifar da ƙaruwar capacitors na tantalum. Ganin cewa capacitors su ne mafi mahimmancin amfani da tantalum, kashi 40-50% na samar da tantalum a duniya ana amfani da su a cikin capacitors na tantalum, wanda ke ƙara buƙatar tantalum kuma yana ƙara farashi.
Tantalum oxideyana sama da samfuran Tantalum capacitor, sarkar masana'antu na Tantalum capacitor gaban kayan masarufi, oxidation tantalum da niobium oxide a kasuwar China yana girma cikin sauri, yawan fitarwa na shekara ta 2018 ya kai tan 590 da tan 2250 bi da bi, tsakanin 2014 da 2018 yawan karuwar mahadi na shekara-shekara na 20.5% da 13.6% bi da bi, girman kasuwa a 2023 ana sa ran zai kai tan 851.9 da tan 3248.9, bi da bi, adadin karuwar shekara-shekara na 7.6%, sararin masana'antu gaba daya don girma cikin koshin lafiya.
A matsayin shirin farko na shekaru goma na gwamnatin kasar Sin don aiwatar da dabarun sanya kasar Sin ta zama kasa mai karfin masana'antu, wanda aka yi a kasar Sin a shekarar 2025, ya gabatar da ci gaban manyan masana'antu guda biyu, wato masana'antar fasahar bayanai ta zamani da kuma sabuwar masana'antar kayan aiki. Daga cikinsu, ya kamata sabbin masana'antar kayan aiki su yi kokarin karya tarin kayan aiki na zamani, kamar kayayyakin ƙarfe da ƙarfe na zamani da kayayyakin petrochemical, wadanda ake matukar bukata a muhimman fannoni, wanda hakan zai kawo sabbin damammaki ga ci gaban masana'antar karafa tantalum-niobium.
Sarkar darajar masana'antar ƙarfe tantalum-Niobium ta haɗa da kayan aiki (tantalum ma'adinai), kayayyakin hydrometallurgical (tantalum oxide, niobium oxide da potassium fluotantalate), kayayyakin pyrometallurgical (foda tantalum da waya tantalum), kayayyakin da aka sarrafa (tantalum capacitor, da sauransu), kayayyakin ƙarshe da aikace-aikacen ƙasa (tashoshin tushe na 5G, filin sararin samaniya, kayayyakin lantarki masu inganci, da sauransu). Tunda duk kayayyakin ƙarfe na zafi ana samar da su ne daga samfuran hydrometallurgical, kuma ana iya amfani da samfuran hydrometallurgical kai tsaye don samar da wani ɓangare na samfuran da aka sarrafa ko samfuran ƙarshe, samfuran hydrometallurgical suna taka muhimmiyar rawa a masana'antar ƙarfe tantalum-niobium.
Tantalum-niobium pAna sa ran kasuwar rodukt za ta bunkasa, a cewar wani rahoto da Zha Consulting ta fitar. Ana sa ran samar da foda na tantalum a duniya zai karu daga kimanin tan 1,456.3 a shekarar 2018 zuwa kimanin tan 1,826.2 a shekarar 2023. Musamman ma, ana sa ran samar da foda na tantalum a kasuwar duniya zai karu daga kimanin tan 837.1 a shekarar 2018 zuwa kimanin tan 1,126.1 a shekarar 2023 (watau, yawan karuwar shekara-shekara na kimanin kashi 6.1%). A halin yanzu, ana sa ran samar da sandar tantalum ta kasar Sin zai karu daga kimanin tan 221.6 a shekarar 2018 zuwa kimanin tan 337.6 a shekarar 2023 (watau, yawan karuwar shekara-shekara na kimanin kashi 8.8%), a cewar wani rahoto da Jolson Consulting ta fitar. Domin biyan buƙatun abokan cinikinta, kamfanin ya ce a cikin takardar bayaninsa cewa kimanin kashi 68.8 cikin 100 na kuɗaɗen da aka tara za a yi amfani da su wajen faɗaɗa samar da kayayyakin da ke ƙarƙashin ƙasa, kamar su foda da sandunan tantalum, domin faɗaɗa tushen abokan cinikinta, da kuma samun ƙarin damar kasuwanci da kuma ƙara yawan kasuwa.
Gina kayayyakin more rayuwa a ƙarƙashin masana'antar 5G har yanzu yana matakin farko. 5G yana da alaƙa da yawan mita da yawan jama'a. A ƙarƙashin manufar daidaiton iyaka mai tasiri, buƙatar tashoshin tushe ya fi girma fiye da zamanin sadarwa na baya. Wannan shekarar ita ce shekarar gina kayayyakin more rayuwa na 5G. Tare da hanzarta gina 5G, buƙatar aikace-aikacen samfuran lantarki masu inganci yana ƙaruwa, wanda ke haifar da buƙatar capacitors na tantalum su ci gaba da ƙarfi.