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5G加速消费电子行业发展,带动钽电容需求
作者:红宝电容 来源:http://www.jnhongbao.com 日期:2020-08-14 10:08 浏览

  5G时代,既是机遇又是挑战,在很大程度上促进了消费电子的发展,进而带动了对钽质电容的需求,加上疫情带动涨价效应,预估到今年底钽质电容价格将再增1倍。

  In 5g era, it is both an opportunity and a challenge, which has greatly promoted the development of consumer electronics, thus driving the demand for tantalum capacitors. In addition, the price of tantalum capacitors is expected to double by the end of this year.

  科普下钽电容:

  Tantalum capacitor under Popular Science:

  钽电容为四大核心电容产品(MLCC/铝电解/钽电容/薄膜电容)之一,结构上最主要的特点是使用金属钽做介质,钽电容拥有高能量密度、高可靠性、稳定的电性能、较宽的工作温度范围等特点,尤其是具有“自愈性”,使其在民用(工业)、军用市场备受青睐。根据中国产业信息网数据,从2013年到2019年,我国电容器市场中,钽电容市场份额从7%上升至12%。

  Tantalum capacitor is one of the four core capacitor products (MLCC / aluminum electrolysis / tantalum capacitor / thin film capacitor). Its main structural feature is the use of tantalum as dielectric. Tantalum capacitor has the characteristics of high energy density, high reliability, stable electrical performance, wide working temperature range, etc., especially with "self-healing", which makes it popular in Civil (industrial) and military markets. In China, the market share of tantalum capacitors will rise from 12% in 2013 to 7% according to China's information industry data.

钽电容.jpg

  从产业链角度看,钽电容产业链上游是钽粉、钽丝等原材料。

  From the perspective of industrial chain, raw materials such as tantalum powder and tantalum wire are in the upstream of tantalum capacitor industry chain.

  钽电容下游应用领域可分为军用和民用两大类。

  The downstream applications of tantalum capacitors can be divided into military and civilian applications.

  电容器看似微不足道,在航天设备中实则广泛应用。近年来我国国防支出增速稳定,军工行业景气度可跨越经济周期,利于相关行业稳定发展,钽电容作为军品中常用的元器件,亦可受益。

  Capacitors seem insignificant, but they are widely used in aerospace equipment. In recent years, the growth rate of China's defense expenditure has been stable. The prosperity of military industry can span the economic cycle, which is conducive to the stable development of related industries. Tantalum capacitors, as commonly used components in military products, can also benefit.

  民用市场需求端方面,钽电容市场百亿级规模,钽电容主要应用在工业领域,5G网络商用进展顺利,云计算产业发展驱动服务器等需求,基站、服务器等新基建的旺盛需求为钽电容器市场带来发展机会。

  On the demand side of the civil market, the tantalum capacitor market has a scale of 10 billion. Tantalum capacitors are mainly used in the industrial field. The 5g network business is progressing smoothly. The development of cloud computing industry drives the demand for servers. The strong demand for new infrastructure such as base stations and servers brings development opportunities for the tantalum capacitor market.


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