Lisebelisoa tse Ncha tsa 5G Tsamaisa Tantalum Industry Chain
5G e kenya sekhahla se secha nts'etsopele ea moruo oa China, 'me meaho e mecha le eona e lebisitse lebelo la kaho ea lehae nakong e potlakileng.
Lekala la China la Indasteri le Theknoloji ea Boitsebiso le senotse ka Mots'eanong hore naha e ntse e eketsa liteishene tse ncha tsa 10,000 tsa 5G ka beke.Kaho ea setsi sa lehae sa 5G ea lehae ea China e fetisitse letšoao la 200,000 ka matla a felletseng, 'me mehala ea 5G ea lehae ea limilione tse 17.51 e rometsoe ka Phuptjane selemong sena, e ikarabellang bakeng sa liperesente tse 61 tsa thomello ea mehala ka nako eona eo.Joaloka "ea pele" le "motheo" oa lisebelisoa tse ncha, ha ho pelaelo hore ketane ea indasteri ea 5G e tla fetoha taba e chesang nako e telele e tlang.
Ka tsoelo-pele e potlakileng ea khoebo ea 5G, li-capacitor tsa tantalum li na le tebello e pharaletseng ea kopo.
Ka phapang e kholo ea mocheso oa kantle le liphetoho tse ngata tsa tikoloho, liteishene tsa 5G li tlameha ho ba le botsitso bo phahameng haholo le bophelo bo bolelele ba ts'ebeletso.Sena se fana ka litlhoko tse phahameng tsa boleng le ts'ebetso ea likarolo tsa elektronike setsing sa motheo.Har'a tsona, li-capacitor ke likarolo tsa bohlokoa tsa elektroniki tsa liteishene tsa 5G.Li-capacitor tsa Tantalum ke li-capacitor tse ka sehloohong.
Li-capacitor tsa Tantalum li khetholloa ka molumo o monyenyane, boleng bo bonyenyane ba ESR, boleng bo boholo ba capacitance le ho nepahala ho phahameng.Li-capacitor tsa Tantalum li boetse li na le litšobotsi tse tsitsitseng tsa mocheso, mocheso o pharaletseng oa ho sebetsa, joalo-joalo, li ka iphekola ka mor'a ho hlōleha ho netefatsa botsitso ba nako e telele ea ho sebetsa.Ka hona, maemong a mangata, ke letšoao la bohlokoa ho fumana hore na sehlahisoa sa elektronike ke sehlahisoa se phahameng kapa che.
Ka melemo e kang bokhoni bo phahameng ba maqhubu, mocheso o pharaletseng oa ho sebetsa, ho tšepahala ho phahameng le ho loketse bakeng sa miniaturization, li-capacitor tsa tantalum li sebelisoa haholo liteisheneng tsa motheo tsa 5G tse hatisang "miniaturization, katleho e phahameng le bandwidth e kholo".Palo ea liteishene tsa motheo tsa 5G ke makhetlo a 2-3 ho feta a 4G.Ho sa le joalo, kholong e phatlohang ea li-chaja tse potlakileng tsa mehala ea thekeng, li-capacitor tsa tantalum li fetohile maemo ka lebaka la tlhahiso e tsitsitseng le ho fokotsa molumo ka 75%.
Ka lebaka la litšobotsi tsa maqhubu a sebetsang, tlas'a maemo a tšoanang a kopo, palo ea liteishene tsa motheo tsa 5G li feta 4G.Lintlha ho latela lefapha la indasteri le tlhahiso ea tlhahisoleseling, ka palo ea liteishene tsa 4G ho potoloha le naha ka 2019 ho isa ho limilione tse 5.44, ho joalo le ka kaho ea marang-rang a 5G ho fihlela litlhoko tse tšoanang tsa tšireletso, kapa ho hlokahala liteishene tsa 5 g, 1000 ~ 20. limilione li lebelletsoe ho eketseha ho tloha joale ho ea pele, haeba u batla ho fihlella phihlello ea bokahohleng ho 5G, u hloka ho sebelisa chelete e ngata ea tantalum capacitor, ho latela ponelopele ea 'maraka, sekhahla sa mmaraka sa tantalum capacitor se tla fihla ho li-yuan tse limilione tse likete tse 7.02 ka 2020, bokamoso bo tla tsoela pele. kgolo e potlakileng.
Ka nako e ts'oanang, ka nts'etsopele ea butle-butle ea likoloi tsa motlakase, bohlale ba maiketsetso, AI, lisebelisoa tse aparoang, li-server tsa leru, esita le 'maraka oa lisebelisoa tsa motlakase tse nang le matla a holimo a holimo, lisebelisoa tse sebetsang hantle lia hlaha,' me ho tla ba le litlhoko tse ling. li-capacitor tsa maemo a holimo, e leng tantalum capacitors.Lihlooho tsa ho tjhaja tsa Apple tsa iPhone le Letlapa, mohlala, li sebelisa li-capacitor tse peli tse sebetsang hantle e le li-filters tse hlahisoang.Li-capacitor tsa Tantalum li pata 'maraka oa limilione tse likete tse leshome ka bongata le ka tekanyo, e leng se tla hlahisa menyetla ea nts'etsopele bakeng sa liindasteri tse amanang.
Ho feta moo, li-capacitor li boetse li sebelisoa lisebelisoa tsa sefofanelikarolo tse ling.Ka lebaka la likarolo tsa eona tsa "ho ipholisa", tantalum capacitor e ratoang ke 'maraka oa sesole, SMT SMD tantalum capacitor e kholo, matla a phahameng a kopantsoeng a tantalum capacitor e sebelisoang polokelong ea matla, ho tšepahala ho phahameng ha lihlahisoa tsa tantalum shell encapsulation capacitor, tse loketseng tekanyo e kholo. parallel potoloho e sebelisang polymer tantalum capacitor, joalo-joalo, e kopana haholo le litlhoko tsa 'maraka oa sesole.
Tlhokahalo e phahameng ea li-capacitor tsa tantalum e lebisitse ho mpeng ha khaello ea setoko, e tsamaisitseng kholo ea 'maraka oa thepa e tala.
Litheko tsa Tantalum li ile tsa phahama halofo ea pele ea 2020. Ka lehlakoreng le leng, ka lebaka la ho qhoma ha coVID-19 qalong ea selemo, palo ea merafo ea lefats'e e ne e se holimo kamoo ho neng ho lebeletsoe kateng.Ka lehlakoreng le leng, ka lebaka la lithibelo tse itseng tsa lipalangoang, phepelo ea kakaretso e thata.Ka lehlakoreng le leng, li-capacitor tsa tantalum li sebelisoa haholo lihlahisoa tsa elektroniki.Karolong ea pele ea selemo, ka lebaka la phello ea seoa sena, tlhokahalo ea lihlahisoa tsa elektronike e ile ea eketseha, e leng se lebisang ho eketseha ha tantalum capacitors.Kaha li-capacitor ke ts'ebeliso ea bohlokoa ka ho fetisisa ea tantalum, 40-50% ea tlhahiso ea tantalum ea lefats'e e sebelisoa ho tantalum capacitor, e phahamisang tlhoko ea tantalum le ho nyolla theko.
Tantalum oxideE ka holimo ho lihlahisoa tsa tantalum capacitor, ketane ea indasteri ea tantalum capacitor ka pel'a thepa e tala, oxidation tantalum le niobium oxide 'marakeng oa China e ntse e hōla ka potlako, tlhahiso ea selemo ea 2018 e fihlile ho lithane tse 590 le lithane tse 2250 ka ho latellana, pakeng tsa 2014 le 2018 selemo le selemo sekhahla sa kholo ea 5 ea 20. % le 13.6% ka ho latellana, boholo ba 'maraka ka 2023 ho lebeletsoe ho lithane tse 851,9 le lithane tse 3248.9, ka ho latellana, sekhahla sa kholo ea selemo le selemo sa 7,6%, sebaka sa indasteri ka kakaretso ho hōla hantle.
E le lenaneo la pele la ts'ebetso ea lilemo tse leshome tsa 'muso oa Chaena oa ho kenya ts'ebetsong leano la ho etsa China matla a ho etsa thepa, e entsoeng Chaena 2025 e sisinya nts'etsopele ea liindasteri tse peli tsa motheo, e leng indasteri ea theknoloji ea tlhahiso-leseling e ncha le indasteri e ncha ea thepa.Har'a bona, indasteri e ncha ea thepa e lokela ho ikitlaelletsa ho phunyeletsa bongata ba lisebelisoa tsa motheo tse tsoetseng pele, tse kang lisebelisoa tse tsoetseng pele tsa tšepe le tsa tšepe le lisebelisoa tsa petrochemical, tse hlokahalang ka potlako masimong a bohlokoa, a tla tlisa menyetla e mecha bakeng sa nts'etsopele ea tantalum. - indasteri ea metallurgy ea niobium.
Indasteri ea tšepe ea tantalum-Niobium e kenyelletsa lisebelisoa tse tala (tantalum ore), lihlahisoa tsa hydrometallurgical (tantalum oxide, niobium oxide le potassium fluotantalate), lihlahisoa tsa pyrometallurgical (tantalum powder le tantalum wire), lihlahisoa tse sebetsitsoeng (tantalum capacitor, joalo-joalo). lihlahisoa tsa terminal le lits'ebetso tse tlase (liteishene tsa 5G, lebala la sefofane, lihlahisoa tsa elektronike tse phahameng, joalo-joalo).Kaha lihlahisoa tsohle tsa metallurgical tse futhumatsang li hlahisoa lihlahisoa tsa hydrometallurgical, 'me lihlahisoa tsa hydrometallurgical li ka boela tsa sebelisoa ka ho toba ho hlahisa karolo ea lihlahisoa tse entsoeng kapa lihlahisoa tsa ho qetela, lihlahisoa tsa hydrometallurgical li phetha karolo ea bohlokoa indastering ea metallurgic ea tantalum-niobium.
The downstream tantalum-niobium leq'maraka oa roducts o lebelletsoe ho hola, ho latela tlaleho ea Zha Consulting.Ho lebeletsoe hore tlhahiso ea phofo ea tantalum ea lefats'e e eketsehe ho tloha ho lithane tse ka bang 1,456.3 ka 2018 ho ea ho lithane tse ka bang 1,826.2 ka 2023. Haholo-holo, tlhahiso ea phofo ea metallurgical grade tantalum 'marakeng oa lefatše e lebeletsoe ho eketseha ho tloha hoo e ka bang lithane tsa 837.1 ka 2018 ho ea ho hoo e ka bang 1,126.1 ka lithane tse 202. ke hore, sekhahla sa kholo ea selemo le selemo se ka bang 6.1%).Ho sa le joalo, tlhahiso ea China ea tantalum bar e lebelletsoe ho eketseha ho tloha ho lithane tse ka bang 221.6 ka 2018 ho isa ho lithane tse ka bang 337.6 ka 2023 (ke hore, sekhahla sa kholo ea selemo le selemo se ka bang 8.8%), ho latela tlaleho ea Jolson Consulting.Ho fihlela litlhoko tsa bareki ba eona ba ka bang teng, Khampani e boletse ho prospectus ea eona hore hoo e ka bang liperesente tse 68.8 tsa lichelete tse bokelitsoeng li tla sebelisoa ho holisa tlhahiso ea lihlahisoa tse tlase, joalo ka phofo ea tantalum le mekoallo, e le ho holisa bareki ba eona, ho hapa tse ling tse ngata. menyetla ea khoebo le ho eketsa karolo ea mmaraka.
Kaho ea meaho tlasa indasteri ea 5G e ntse e le mothating oa pele.5G e khetholloa ka maqhubu a phahameng le ho ba le letsoalo le phahameng.Tlas'a motheo oa mefuta e lekanang e sebetsang, tlhokahalo ea liteishene tsa motheo e phahame haholo ho feta mehleng ea pele ea puisano.Selemong sena ke selemo sa kaho ea meralo ea 5G.Ka ho potlakisa ha kaho ea 5G, tlhoko ea ts'ebeliso ea lihlahisoa tsa elektronike tsa boleng bo holimo e ntse e eketseha, e leng se etsang hore tlhokahalo ea li-capacitor tsa tantalum li lule li le matla.