5G Tshiab Infrastructures Tsav Tantalum Kev Lag Luam Chain
5G tab tom txhaj lub zog tshiab rau hauv Tuam Tshoj txoj kev txhim kho kev lag luam, thiab cov txheej txheem tshiab kuj tau coj cov kev tsim kho hauv tsev mus rau lub sijhawm nrawm.
Tuam Tshoj Ministry of Industry thiab Information Technology tau tshaj tawm rau lub Tsib Hlis tias lub teb chaws tau ntxiv ntau dua 10,000 qhov chaw tshiab 5G hauv ib lub lis piam.Tuam Tshoj txoj kev tsim kho 5G hauv paus chaw nres tsheb tau tshaj li 200,000 lub cim ntawm tag nrho lub peev xwm, nrog 17.51 lab domestic 5G xov tooj ntawm tes xa mus rau lub Rau Hli xyoo no, suav txog 61 feem pua ntawm cov xov tooj ntawm tes xa mus rau tib lub sijhawm.Raws li "thawj" thiab "lub hauv paus" ntawm cov txheej txheem tshiab, 5G kev lag luam saw yuav tsis xav tias yuav dhau los ua lub ntsiab lus kub rau lub sijhawm ntev los.
Nrog rau kev loj hlob sai ntawm kev lag luam ntawm 5G, tantalum capacitors muaj kev cia siab rau daim ntawv thov dav.
Nrog rau qhov sib txawv ntawm sab nraum zoov kub thiab ntau qhov kev hloov pauv ib puag ncig, 5G cov chaw nres tsheb yuav tsum muaj kev ruaj ntseg siab heev thiab lub neej ua haujlwm ntev.Qhov no ua rau muaj kev xav tau ntau dua rau kev ua tau zoo thiab kev ua haujlwm ntawm cov khoom siv hluav taws xob hauv lub hauv paus chaw nres tsheb.Ntawm lawv, capacitors yog cov khoom siv hluav taws xob tsis tseem ceeb ntawm 5G hauv paus chaw nres tsheb.Tantalum capacitor yog cov thawj coj capacitors.
Tantalum capacitors yog tus cwj pwm los ntawm qhov ntim me me, tus nqi ESR me me, tus nqi loj capacitance thiab qhov tseeb siab.Tantalum capacitors kuj muaj cov yam ntxwv ntawm qhov kub thiab txias, kev khiav hauj lwm kub ntau, thiab lwm yam. Meanwhile, lawv tuaj yeem kho lawv tus kheej tom qab tsis ua haujlwm los xyuas kom meej kev ua haujlwm ntev.Yog li ntawd, nyob rau hauv ntau qhov xwm txheej, nws yog ib qho tseem ceeb los txiav txim 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, kev ua haujlwm kub, kev ntseeg siab thiab haum rau miniaturization, tantalum capacitors tau dav siv hauv 5G hauv paus chaw nres tsheb uas hais txog "miniaturization, high efficiency thiab loj bandwidth".Tus naj npawb ntawm 5G hauv paus chaw nres tsheb yog 2-3 npaug ntawm 4G.Lub caij no, nyob rau hauv kev loj hlob tawg ntawm lub xov tooj ntawm tes ceev chargers, tantalum capacitors tau dhau los ua tus qauv vim tias 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, tus naj npawb ntawm 5G hauv paus chaw nres tsheb yog ntau dua 4G.Cov ntaub ntawv raws li Ministry ntawm kev lag luam thiab cov ntaub ntawv nthuav tawm, los ntawm cov xov tooj ntawm 4G lub hauv paus chaw nres tsheb thoob plaws lub tebchaws xyoo 2019 txog 5.44 lab, yog li kev tsim kho 5G network kom ua tiav cov kev pabcuam tib yam, lossis xav tau 5 g chaw nres tsheb, 1000 ~ 20 lab xav tias yuav ntsuas txij li tam sim no, yog tias koj xav ua kom tau txais kev nkag mus rau 5G thoob ntiaj teb, yuav tsum tau noj ntau ntawm tantalum capacitor, raws li kev lag luam kwv yees, tantalum capacitor ua lag luam nplai yuav ncav cuag 7.02 billion yuan hauv 2020, yav tom ntej yuav txuas ntxiv mus. kev loj hlob sai.
Nyob rau tib lub sijhawm, nrog kev txhim kho ntawm cov tsheb fais fab, kev txawj ntse txawj ntse, AI, cov cuab yeej siv tau zoo, huab servers, thiab txawm tias lub xov tooj ntse muaj zog ceev them cov khoom siv hluav taws xob ua lag luam, cov cuab yeej ua tau zoo tshwm sim, thiab xav tau ntau dua yuav raug muab tso rau. high-end capacitors, uas yog tantalum capacitor.Apple lub iPhone thiab ntsiav tshuaj them lub taub hau, piv txwv li, siv ob qhov kev ua tau zoo tantalum capacitors ua cov lim dej tawm.Tantalum capacitors zais kev ua lag luam ntawm kaum billion nyob rau hauv ob qho tib si kom muaj nuj nqis thiab nplai, uas yuav tsim kev txhim kho rau kev lag luam muaj feem xyuam.
Tsis tas li ntawd, capacitors kuj tseem siv rau hauv cov khoom siv dav hlaufeem ntau.Vim nws "kev kho tus kheej" nta, tantalum capacitor nyiam los ntawm kev ua lag luam tub rog, loj-scale SMT SMD tantalum capacitor, high-zog sib xyaw tantalum capacitor siv nyob rau hauv lub zog cia, muaj kev ntseeg siab ntawm tantalum plhaub encapsulation capacitor khoom, haum rau loj teev. parallel circuit siv polymer tantalum capacitor, thiab lwm yam, ua tau raws li qhov yuav tsum tau ua ntawm kev ua lag luam tshwj xeeb ntawm tub rog.
Qhov kev thov siab rau tantalum capacitors tau ua rau muaj kev cuam tshuam ntawm cov khoom lag luam tsis txaus, ua rau kev loj hlob ntawm cov khoom siv raw khoom lag luam.
Tantalum cov nqi tau nce nyob rau thawj ib nrab xyoo 2020. Ntawm ib sab, vim muaj tus kab mob COVID-19 tshwm sim thaum pib ntawm lub xyoo, lub ntiaj teb mining ntim tsis siab li qhov xav tau.Ntawm qhov tod tes, vim qee qhov kev txwv kev thauj mus los, tag nrho cov khoom siv nruj.Ntawm qhov tod tes, tantalum capacitors feem ntau yog siv hauv cov khoom siv hluav taws xob.Hauv thawj ib nrab ntawm lub xyoo, vim muaj kev cuam tshuam ntawm kev sib kis, qhov kev thov rau cov khoom siv hluav taws xob tau nce ntxiv, ua rau muaj kev nce hauv tantalum capacitors.Raws li cov capacitors yog qhov tseem ceeb tshaj plaws ntawm kev siv tantalum, 40-50% ntawm lub ntiaj teb tantalum ntau lawm yog siv nyob rau hauv tantalum capacitors, uas ua rau muaj kev xav tau ntawm tantalum thiab tsav tus nqi.
Tantalum oxideyog upstream ntawm tantalum capacitor khoom, muaj saw ntawm tantalum capacitor pem hauv ntej ntawm raw cov ntaub ntawv, oxidation tantalum thiab niobium oxide nyob rau hauv Tuam Tshoj ua lag luam yog loj hlob sai heev, 2018 txhua xyoo tso zis mus txog 590 tons thiab 2250 tons raws li, ntawm 2014 thiab 2018 txhua xyoo compound kev loj hlob tus nqi ntawm 20. % thiab 13.6% feem, qhov loj ntawm kev ua lag luam hauv 2023 yuav tsum yog 851.9 tons thiab 3248.9 tons, raws li, sib xyaw txhua xyoo kev loj hlob ntawm 7.6%, tag nrho cov chaw lag luam kom loj hlob noj qab haus huv.
Raws li thawj kaum xyoo kev nqis tes ua ntawm tsoomfwv Suav los siv lub tswv yim ua rau Tuam Tshoj ua lub zog tsim khoom, ua nyob rau hauv Suav teb 2025 tawm tswv yim txoj kev loj hlob ntawm ob lub hauv paus kev lag luam, uas yog lub cim tshiab cov ntaub ntawv technology kev lag luam thiab cov khoom siv tshiab.Ntawm lawv, kev lag luam cov ntaub ntawv tshiab yuav tsum sib zog ua kom tawg los ntawm ib pawg ntawm cov khoom siv qib siab, xws li cov khoom siv hlau thiab hlau thiab cov khoom siv petrochemical, uas yuav tsum tau ceev ceev hauv cov ntawv thov tseem ceeb, uas tseem yuav coj txoj hauv kev tshiab rau kev txhim kho tantalum. - niobium metallurgy kev lag luam.
Tus nqi saw ntawm tantalum-Niobium metallurgy kev lag luam suav nrog cov khoom siv raw (tantalum ore), cov khoom siv hydrometallurgical (tantalum oxide, niobium oxide thiab potassium fluotantalate), cov khoom pyrometallurgical (tantalum hmoov thiab tantalum hlau), cov khoom tiav (tantalum capacitor, thiab lwm yam), cov khoom siv davhlau ya nyob twg thiab cov ntawv thov hauv qab (5G hauv paus chaw nres tsheb, aerospace teb, cov khoom siv hluav taws xob high-end, thiab lwm yam).Txij li tag nrho cov khoom siv thermal metallurgical yog tsim los ntawm cov khoom siv hydrometallurgical, thiab cov khoom siv hydrometallurgical tseem tuaj yeem siv ncaj qha los tsim ib feem ntawm cov khoom lag luam lossis cov khoom siv davhlau ya nyob twg, cov khoom siv hydrometallurgical ua lub luag haujlwm tseem ceeb hauv kev lag luam tantalum-niobium metallurgical.
Lub downstream tantalum-niobium products kev lag luam yuav tsum loj hlob, raws li tsab ntawv ceeb toom los ntawm Zha Consulting.Ntiaj teb no tantalum hmoov ntau lawm yuav tsum nce los ntawm kwv yees li 1,456.3 tons nyob rau hauv 2018 mus rau kwv yees li 1,826.2 tons nyob rau hauv 2023. tshwj xeeb, metallurgical qib tantalum hmoov ntau lawm nyob rau hauv lub ntiaj teb no kev ua lag luam yuav tsum tau nce los ntawm kwv yees li 837.1 tons nyob rau hauv 2018 mus rau kwv yees li 1,126.21 tons (nyob rau hauv 2018). piv txwv li, ib qho kev loj hlob txhua xyoo ntawm kwv yees li 6.1%).Lub caij no, Tuam Tshoj tus tantalum bar tso zis yuav tsum nce los ntawm kwv yees li 221.6 tons hauv 2018 txog li 337.6 tons hauv 2023 (xws li, kev loj hlob txhua xyoo ntawm kwv yees li 8.8%), raws li tsab ntawv ceeb toom los ntawm Jolson Consulting.Txhawm rau ua kom tau raws li qhov xav tau ntawm nws cov neeg siv khoom muaj peev xwm, Lub tuam txhab tau hais hauv nws daim ntawv tshaj tawm tias kwv yees li 68.8 feem pua ntawm cov nyiaj tau los yuav raug siv los nthuav cov khoom lag luam hauv qab, xws li tantalum hmoov thiab tuav, txhawm rau nthuav dav nws cov neeg siv khoom, ntes ntau dua. kev ua lag luam thiab nce kev sib koom ua lag luam.
Kev tsim kho vaj tse hauv qab 5G kev lag luam tseem nyob rau theem pib.5G yog tus cwj pwm los ntawm qhov muaj zaus thiab siab ceev.Raws li qhov ua tau zoo ntawm qhov sib npaug, qhov kev thov rau cov chaw nres tsheb hauv paus yog ntau dua li hauv kev sib txuas lus yav dhau los.Xyoo no yog xyoo ntawm kev tsim kho 5G infrastructure.Nrog rau kev ua kom nrawm ntawm 5G kev tsim kho, daim ntawv thov kev thov ntawm cov khoom siv hluav taws xob high-end yog nce, uas ua rau qhov kev thov rau tantalum capacitors kom muaj zog.