Ixabiso lee-capacitors ze-ceramic ezineziteyara ezininzi (ii-MLCC), ezidla ngokubizwa ngokuba “yirayisi” yezixhobo zobuchwepheshe bolwazi (ii-IT), liyanda kakhulu. Oku kunyuka kwamaxabiso kungenxa yokunqongophala kwexesha elide kwe-MLCCs okubangelwa kukwanda kotyalo-mali kwiziseko zophuhliso zobukrelekrele bokwenziwa (ii-AI).
Abavelisi abathathu abakhulu beMLCC emhlabeni—iSamsung Electro-Mechanics, iMurata Manufacturing, kunye neTaiyo Yuden—basandula ukunyusa amaxabiso ngaxeshanye kwaye babonakala bekhawulezisa utyalo-mali kwimizi-mveliso ukuze kwandiswe ukunikezelwa. Okwangoku, ezinye iinkampani zaseTshayina ezisakhulayo zithatha ithuba lokulawula imarike yeMLCC enexabiso eliphantsi ukuya kweliphakathi.
Ukwanda kwe-AI kunyusa amaxabiso e-MLCC
Ngokutsho kwabantu abakwishishini, iTaiyo Yuden, umenzi wesithathu ngobukhulu we-MLCC (multilayer ceramic capacitor) oyintloko-mali eJapan, kutshanje uxelele abathengi bakhe ukuba uza kunyusa amaxabiso emveliso ye-MLCC ukususela ngoSeptemba. Olu lonyuko lwesibini lwexabiso lenkampani kulo nyaka, kodwa ukunyuka okuthe ngqo akukabhengezwa. ITaiyo Yuden ichaze yathi, “Ukususela kunyaka ophelileyo, besisebenza nzima ukunciphisa iindleko ukuze sijongane nokunyuka kwamaxabiso ezinto eziluhlaza, kodwa imeko ngoku ifikelele kwinqanaba elinganyamezelekiyo.” IMurata Manufacturing, enye inkampani ehamba phambili kwihlabathi liphela ye-MLCC enesabelo semarike sama-40%, inyuse amaxabiso emveliso ye-MLCC ngoMatshi ophelileyo.
I-Samsung Electro-Mechanics, ejonga ngokusondeleyo iindlela zemarike, ikwagqibe kwelokuba inyuse amaxabiso azo zonke iimveliso ze-MLCC ngama-30% ukususela nge-1 kaSeptemba.
Kwiimveliso ze-elektroniki, ii-MLCC (ii-capacitor ze-ceramic ezineziteyara ezininzi) zisebenza “njengamadama.” Zigcina amandla ombane kwaye ziwasa ngokuzinzileyo apho afunekayo khona, ngaloo ndlela zinceda izixhobo ze-semiconductor zisebenze kakuhle. Ii-MLCC zikwasetyenziswa kakhulu kwiiseva zeziko ledatha. Ukusetyenziswa kwee-MLCC kukhule kakhulu, ingakumbi kwiiseva ze-AI ezisingatha imithwalo ephezulu yokubala. Oku kungenxa yokuba ngezixhobo ze-semiconductor ezinamandla aphezulu ezisebenza kakhulu ezifana neeyunithi zokucubungula imizobo (ii-GPU) kunye nememori ye-bandwidth ephezulu (i-HBM) esebenza imini nobusuku, inani leendawo ezifuna usasazo lwamandla oluzinzileyo nalo linyukile.
Isazinzulu seshishini sithe, “Inani lee-MLCC ezinomthamo ophezulu kwiiseva ze-AI ezizinikeleyo lingaphezulu kwezihlandlo ezilishumi kuneeseva zelifu eziqhelekileyo.”
Ixesha lokuhanjiswa kwe-MLCC enomthamo ophezulu: iinyanga ezi-7
Ishishini le-elektroniki likhalaza ngelithi ukuqinisekisa ukubonelelwa kwee-MLCC (ii-capacitor ze-ceramic ezininzi) sele kunzima kakhulu, ingasathethwa ke ngokunyuswa kwamaxabiso. Ngokwedatha evela kwinkampani yophando lwemarike iFuture Electronics, ukusukela ngoJulayi, ixesha eliphambili leMurata Manufacturing's 1 microfarad (μF) kunye nee-MLCC ezinkulu lifikelele kwiiveki ezingama-30, ukonyuka kweeveki ezi-6 ukusuka kwiiveki ezingama-24 ngoJuni. Abavelisi be-MLCC baqalile ukwandisa utyalo-mali lwezixhobo ukuze bahlangabezane neemfuno zemarike.
I-Samsung Electro-Mechanics yathi ngexesha lobizo lwayo lwengeniso kwikota yokuqala ngo-Epreli, “Silindele ukuba utyalo-mali lwethu kulo nyaka luphinde kabini kunolo lonyaka ophelileyo.” I-Murata Manufacturing ikwabhengeze ngo-Epreli ukuba “iza kuqhubeka nokutyala imali ukuze yandise amandla emveliso ye-MLCC.”
Nangona kunjalo, abantu abangaphakathi kushishino baqikelela ukuba ukunqongophala kobonelelo lwe-MLCC kuya kuqhubeka kwixesha elifutshane. Oku kungenxa yokuba amaziko edatha yobukrelekrele bokwenziwa akhula ngokukhawuleza, ngelixa zimbalwa kakhulu iinkampani ezivelisa ii-MLCC. Omnye umntu ongaphakathi kushishino uthe, “Nangona iinkampani ezintathu ezinkulu, ezimalunga ne-70% yesabelo semarike ye-MLCC, zityala imali ngokukhutheleyo ekwakheni iifektri, kuya kuba nzima ukwandisa imveliso kwixesha elifutshane.”
Ngenxa yoko, uqikelelo lubonisa ukuba abavelisi abathathu abakhulu be-MLCC baya kuqhubeka nokugcina inzuzo ephezulu kwixesha elizayo. Okwangoku, ezinye uqikelelo zibonisa ukuba ingxaki yobonelelo lwe-MLCC iya kubonelela ngamathuba okwandiswa kweenkampani zaseTshayina. I-Sanhua Group, umenzi ophambili we-MLCC waseTshayina, odweliswe kwi-Hong Kong Stock Exchange ngoJulayi, iqokelele i-HK$7.16 yeebhiliyoni (malunga ne-1.3 trillion won) ukwakha iifektri ezintsha eThailand naseJamani. I-Fenghua Advanced Technology, enye inkampani yaseTshayina, igqibe iprojekthi yokwakha ifektri ngezigaba ezintathu ukusukela ngo-2020, ngotyalo-mali olupheleleyo lwe-7.5 yeebhiliyoni zeeyuan (malunga ne-1.6 trillion won). Umthamo wayo wenyanga wemveliso ye-MLCC ngoku ufikelele kwiibhiliyoni ezingama-50, malunga nesiqingatha somthamo we-Samsung Electro-Mechanics.
Ixesha lokuthumela: Agasti-17-2026