5G Zvivakwa Zvitsva Zvinosimudzira Tantalum Industry Chain
5G iri kuwedzera simba idzva mukukura kwehupfumi hweChina, uye zvivakwa zvitsva zvakatungamirawo kukurumidza kwekuvaka kwezvivakwa zvemuno.
Bazi reIndasitiri neTekinoroji yeRuzivo reChina rakazivisa muna Chivabvu kuti nyika iyi iri kuwedzera nzvimbo itsva dze5G dzinopfuura 10,000 pasvondo. Kuvakwa kwenzvimbo dze5G dzemuno muChina kwapfuura chikero che200,000 pakukwana kwakazara, nenharembozha dze5G dzemuno dzinosvika mamiriyoni 17.51 dzakatumirwa muna Chikumi gore rino, zvichiita kuti 61 muzana yenharembozha dzakatumirwa munguva imwe chete. Se "yekutanga" uye "hwaro" hwezvivakwa zvitsva, ketani yeindasitiri ye5G pasina mubvunzo ichave nyaya inopisa kwenguva refu iri kuuya.
Nekukura nekukurumidza kwe5G mukutengeserana, tantalum capacitors ine mukana wakakura wekushandiswa.
Nekusiyana kukuru kwekushisa kwekunze uye shanduko dzakawanda dzezvakatipoteredza, nzvimbo dzemagetsi dze5G dzinofanira kunge dzakagadzikana zvakanyanya uye dzine hupenyu hurefu hwekushanda. Izvi zvinopa zvinodiwa zvepamusoro zvemhando yepamusoro uye mashandiro ezvikamu zvemagetsi muchiteshi chemagetsi. Pakati pazvo, macapacitor zvikamu zvemagetsi zvakakosha zvenzvimbo dzemagetsi dze5G. Macapacitor eTantalum ndiwo macapacitor anotungamira.
Ma capacitor eTantalum ane vhoriyamu diki, ESR diki, capacitance yakakura uye kunyatsoita zvinhu nemazvo. Ma capacitor eTantalum anewo tembiricha yakagadzikana, tembiricha yekushanda yakafara, nezvimwewo. Panguva iyi, anogona kuzvirapa ega mushure mekukundikana kuona kuti kushanda kwenguva refu kwakasimba. Saka, kazhinji, chiratidzo chakakosha chekuona kana chigadzirwa chemagetsi chiri chigadzirwa chepamusoro-soro kana kuti kwete.
Nezvakanakira zvakaita sekushanda zvakanaka kwema frequency, tembiricha yekushanda yakafara, kuvimbika kwakanyanya uye kwakakodzera kushandiswa kwema miniaturization, ma tantalum capacitors anoshandiswa zvakanyanya mu 5G base stations anosimbisa "miniaturization, high efficiency uye bandwidth yakakura". Huwandu hwe 5G base stations hwakapetwa kaviri kana katatu kupfuura 4G. Panguva iyi, mukukura kukuru kwema mobile phone fast chargers, tantalum capacitors ave standard nekuda kwekubuda kwakasimba uye kuderedzwa kwevhoriyamu ne75%.
Nekuda kwehunhu hwema frequency ekushanda, pasi pemamiriro akafanana ekushandisa, huwandu hwe 5G base stations hunopfuura 4G. Data zvichienderana nebazi rezvemaindasitiri nekuburitswa kwemashoko, nenhamba ye 4G base stations munyika yese muna 2019 kusvika 5.44 miriyoni, saka kuvaka 5G network kuti iwane zvinodiwa zvakafanana zvekufukidza, kana kudiwa kwe 5g base stations, 1000 ~ 20 miriyoni zvinotarisirwa kukura kubva zvino zvichienda mberi, kana uchida kuwana mukana we 5G wese, unoda kushandisa huwandu hwakawanda hwe tantalum capacitor, zvichienderana nekufungidzira kwemusika, chiyero chemusika we tantalum capacitor chichasvika 7.02 bhiriyoni yuan muna 2020, ramangwana richaramba richikura nekukurumidza.
Panguva imwe chete, nekuvandudzwa zvishoma nezvishoma kwemotokari dzemagetsi, huchenjeri hwekugadzira, AI, zvishandiso zvinopfekwa, maseva egore, uye kunyange musika wemidziyo yemagetsi inochaja nekukurumidza yefoni, michina inoshanda zvakanyanya inobuda, uye zvakawanda zvichadiwa pa capacitors dzemhando yepamusoro, dzinoti tantalum capacitors. Misoro yekuchaja yeApple's iPhone netablet, semuenzaniso, inoshandisa ma capacitors maviri emhando yepamusoro e tantalum semafirita ekubuda. Ma capacitors eTantalum anovanza musika wemabhiriyoni gumi muhuwandu uye chiyero, izvo zvichagadzira mikana yekuvandudza maindasitiri ane hukama.
Pamusoro pezvo, ma capacitor anoshandiswawo mumidziyo yemuchadengazvimwe zvikamu. Nekuda kwe "kuzvirapa kwayo", tantalum capacitor inofarirwa nemusika wemauto, SMT SMD tantalum capacitor yakakura, tantalum capacitor yakasanganiswa ine simba rakawanda inoshandiswa mukuchengetedza simba, kuvimbika kwakanyanya kwezvigadzirwa zve tantalum shell encapsulation capacitor, yakakodzera circuit yakakura yakabatana uchishandisa polymer tantalum capacitor, nezvimwewo, inosangana zvakanyanya nezvinodiwa zvemusika wemauto.
Kudiwa kukuru kwe tantalum capacitors kwakaita kuti kushomeka kwemasheya kuwedzere, zvichikonzera kukura kwemusika wezvinhu zvakagadzirwa.
Mitengo yeTantalum yakakwira muhafu yekutanga yegore ra2020. Kune rumwe rutivi, nekuda kwedenda recoVID-19 pakutanga kwegore, huwandu hwemigodhi pasi rose hwakanga husina kukwira sezvaitarisirwa. Kune rumwe rutivi, nekuda kwezvimwe zvipingamupinyi zvekufambisa, huwandu hwese hwemigodhi hwakaderera. Kune rumwe rutivi, macapacitor etantalum anonyanya kushandiswa muzvigadzirwa zvemagetsi. Muhafu yekutanga yegore, nekuda kwedambudziko redenda, kudiwa kwezvigadzirwa zvemagetsi kwakawedzera, zvichikonzera kuwedzera kwemacapacitor etantalum. Sezvo macapacitor ari iwo anonyanya kushandiswa netantalum, 40-50% yekugadzirwa kwetantalum pasi rose inoshandiswa mumatacapitor etantalum, izvo zvinoita kuti kudiwa kwetantalum kukwire uye kukwidze mutengo.
Tantalum oxideiri kumusoro kwezvigadzirwa zve tantalum capacitor, cheni yeindasitiri ye tantalum capacitor pamberi pezvinhu zvakagadziriswa, oxidation tantalum uye niobium oxide mumusika weChina iri kukura nekukurumidza, 2018 gore negore goho rakasvika matani 590 uye 2250 zvichiteerana, pakati pa2014 na2018 gore negore goho rekukura kwe20.5% uye 13.6% zvichiteerana, saizi yemusika muna 2023 inotarisirwa kusvika matani 851.9 uye 3248.9, zvichiteerana, goho rekukura kwe7.6%, nzvimbo yese yeindasitiri yekukura ine hutano.
Sezvo chirongwa chekutanga chemakore gumi chehurumende yeChina chekushandisa hurongwa hwekuita kuti China ive simba rekugadzira, chakagadzirwa muChina 2025 chinokurudzira kuvandudzwa kwemaindasitiri maviri makuru, anoti indasitiri yeruzivo rwechizvarwa chitsva uye indasitiri yezvinhu zvitsva. Pakati pawo, indasitiri yezvinhu zvitsva inofanira kuedza kuburitsa zvinhu zvemhando yepamusoro, zvakaita sesimbi yepamusoro nesimbi nezvinhu zvepetrochemical, izvo zvinodiwa nekukurumidza muminda yakakosha yekushandisa, izvo zvichaunzawo mikana mitsva yekuvandudzwa kweindasitiri yesimbi yetantalum-niobium.
Mutsetse wezvinhu zvakakosha zveindasitiri yesimbi yetantalum-Niobium unosanganisira zvinhu zvakagadziriswa (tantalum ore), zvigadzirwa zvehydrometallurgical (tantalum oxide, niobium oxide uye potassium fluotantalate), zvigadzirwa zvepyrometallurgical (tantalum powder uye tantalum wire), zvigadzirwa zvakagadzirwa (tantalum capacitor, nezvimwewo), zvigadzirwa zveterminal uye mashandisirwo epasi (5G base stations, aerospace field, zvigadzirwa zvemagetsi zvepamusoro, nezvimwewo). Sezvo zvigadzirwa zvese zvethermal metallurgical zvinogadzirwa kubva muzvigadzirwa zvehydrometallurgical, uye zvigadzirwa zvehydrometallurgical zvinogonawo kushandiswa zvakananga kugadzira chikamu chezvigadzirwa zvakagadzirwa kana zvigadzirwa zveterminal, zvigadzirwa zvehydrometallurgical zvinoita basa rakakosha muindasitiri yesimbi yetantalum-niobium.
Tantalum-niobium p iri pasi perwiziMusika wezvigadzirwa unotarisirwa kukura, sekureva kwemushumo weZha Consulting. Kugadzirwa kweupfu hwetantalum pasi rose kunotarisirwa kuwedzera kubva pamatani angangoita 1,456.3 muna 2018 kusvika pamatani angangoita 1,826.2 muna 2023. Kunyanya, kugadzirwa kweupfu hwetantalum mumusika wepasi rose kunotarisirwa kuwedzera kubva pamatani angangoita 837.1 muna 2018 kusvika pamatani angangoita 1,126.1 muna 2023 (kureva, mwero wekukura kwegore negore weinenge 6.1%). Zvichakadaro, kubuda kwetantalum bar muChina kunotarisirwa kuwedzera kubva pamatani angangoita 221.6 muna 2018 kusvika pamatani angangoita 337.6 muna 2023 (kureva, mwero wekukura kwegore negore weinenge 8.8%), sekureva kwemushumo weJolson Consulting. Kuti igutse zvinodiwa nevatengi vayo vanogona kuve vatengi, kambani iyi yakati muprospektasi yayo kuti mari inosvika 68.8 muzana yemari yakaunganidzwa ichashandiswa kuwedzera kugadzirwa kwezvinhu zviri pasi pemvura, zvakaita setantalum powder and bars, kuitira kuwedzera vatengi vayo, kuwana mikana yakawanda yebhizinesi uye kuwedzera mugove wemusika.
Kuvakwa kwezvivakwa pasi peindasitiri ye5G kuchiri padanho rekutanga. 5G inoratidzwa nekuwanda kwemagetsi uye huwandu hwakawanda hwemagetsi. Pasi pepfungwa yekuti nzvimbo dzakaenzana dzinoshanda, kudiwa kwenzvimbo dzekutanga kwakakwira zvakanyanya kupfuura munguva yapfuura yekutaurirana. Gore rino igore rekuvakwa kwezvivakwa zve5G. Nekukurumidza kwekuvakwa kwe5G, kudiwa kwekushandiswa kwezvigadzirwa zvemagetsi zvepamusoro kuri kuwedzera, izvo zvinoita kuti kudiwa kwetantalum capacitors kurambe kwakasimba.