Ngā Pūrongo Ahumahi: Ko te korenga o ngā Pūnga Uku Papa Maha e akiaki ana i te pikinga o ngā utu

E ai ki ngā kaitōrangapū o te umanga, ko Taiyo Yuden, te kaihanga MLCC (multilayer ceramic capacitor) tuatoru o te ao kei Hapani tōna tari matua, i whakamōhio atu ki ana kiritaki ka whakapiki ake i ngā utu hua MLCC mai i tēnei marama o Hepetema. Koinei te pikinga utu tuarua a te kamupene i tēnei tau, engari kāore anō kia pānuitia te pikinga motuhake. I whakamārama a Taiyo Yuden, "Mai i te tau kua hipa, kua kaha mātou ki te whakaiti i ngā utu hei aro atu ki te pikinga o ngā utu rauemi mata, engari kua tae te āhuatanga ki tētahi taumata e kore e taea te whakamātau." Ko Murata Manufacturing, tētahi atu kaihanga MLCC matua o te ao me te 40% o te hea mākete, i whakapiki ake i ngā utu hua MLCC i te marama o Poutū-te-rangi kua hipa.

Kua whakatau hoki a Samsung Electro-Mechanics, e aro turuki ana i ngā au o te mākete, ki te whakapiki i ngā utu o ngā hua MLCC katoa mā te 30% mai i te 1 o Hepetema.

I roto i ngā hua hiko, ka mahi ngā MLCC (ngā pūngao uku maha-papa) hei "ārai". Ka rongoa e rātou te pūngao hiko, ka tuku pumau ki te wāhi e hiahiatia ana, ā, ka āwhina i ngā taputapu haurua-ira kia pai te whakahaere. E whakamahia whānuitia ana hoki ngā MLCC i roto i ngā tūmau pokapū raraunga. Kua tino piki ake te whakamahinga o ngā MLCC, inā koa i roto i ngā tūmau AI e whakahaere ana i ngā kawenga rorohiko teitei. Nā te mea me ngā taputapu haurua-ira-ira mahi-teitei, kaha-teitei pērā i ngā waeine tukatuka whakairoiro (GPU) me te mahara whānui-rahi (HBM) e mahi ana i te ao katoa, kua piki ake hoki te maha o ngā wāhi e hiahia ana ki te tohatoha hiko pumau.

I kī tētahi o roto i te umanga, "Ko te maha o ngā MLCC kaha-nui i roto i ngā tūmau AI whakatapua he tekau ngā wā neke atu i te maha o ngā tūmau kapua noa."

Te wā tuku MLCC kaha-teitei: 7 marama

Kei te amuamu te umanga hikohiko he tino uaua te whakarite kia tukuna mai ngā MLCC (ngā pūnga uku maha-papa), ā, kāore e tika kia whakapiki ake i ngā utu. E ai ki ngā raraunga mai i te kamupene rangahau mākete Future Electronics, mai i te marama o Hūrae, kua eke te wā arahi mō ngā MLCC 1 microfarad (μF) a Murata Manufacturing me ngā MLCC nunui ake ki te 30 wiki, he pikinga ake tēnei o te 6 wiki mai i te 24 wiki i te marama o Hune. Kua tīmata ngā kaihanga MLCC ki te whakapiki ake i te haumi taputapu hei whakatutuki i te hiahia o te mākete.

I roto i tana karangatanga whiwhinga moni mō te hauwhā tuatahi i te marama o Āperira, i kī a Samsung Electro-Mechanics, "E matapaetia ana ka neke atu i te rua te haumitanga o tā mātou haumitanga i tēnei tau i tērā o te tau kua hipa." I pānuitia anō hoki e Murata Manufacturing i te marama o Āperira ka "haere tonu te haumitanga ki te whakawhānui i te kaha whakaputa MLCC."

Heoi, e matapaetia ana e ngā tāngata o roto i te umanga ka haere tonu te korenga o te tuku MLCC i roto i te wā poto. Nā te tere o te tipu o ngā pokapū raraunga matauranga horihori tēnei, engari he iti noa iho ngā kamupene e whakaputa ana i ngā MLCC. I kī tētahi o roto i te umanga, "Ahakoa kei te kaha te haumi a ngā kamupene nui e toru, e 70% o te hea mākete MLCC, ki te hanga wheketere, ka uaua ki te whakapiki ake i te whakaputanga i roto i te wā poto."

Nō reira, e whakaatu ana ngā matapae ka mau tonu te hua nui o ngā kaihanga MLCC nui e toru i roto i ngā tau kei te heke mai. I taua wā tonu, e kī ana ētahi matapae ka whakaratohia e te raruraru tuku MLCC ngā whai wāhitanga whānui mō ngā kamupene Haina. Ko Sanhua Group, he kaihanga MLCC matua o Haina, i whakarārangihia ki te Hong Kong Stock Exchange i te marama o Hūrae, me te kohi moni HK$7.16 piriona (tata ki te 1.3 trillion won) hei hanga wheketere hou i Thailand me Tiamana. Kua oti i a Fenghua Advanced Technology, tētahi atu kamupene Haina, tētahi kaupapa hanga wheketere i roto i ngā wāhanga e toru mai i te tau 2020, me te haumitanga katoa o te 7.5 piriona yuan (tata ki te 1.6 trillion won). Kua eke tana kaha whakaputa MLCC ia marama ki te 50 piriona wahi, tata ki te haurua o te kaha o Samsung Electro-Mechanics.