Cov khoom siv hluav taws xob feem ntau yog xa mus rau cov khoom tsis muaj zog, ntawm cov khoom siv RCL yog cov khoom tseem ceeb tshaj plaws, nrog rau ntau yam khoom thiab kev siv.Cov khoom siv hluav taws xob thoob ntiaj teb tau dhau los ntawm peb theem kev txhim kho, Tuam Tshoj nrog rau thib peb semiconductor kev lag luam saw hloov thiab kev txhawb nqa txoj cai hauv tebchaws, tab tom yuav nkag mus rau theem kev loj hlob sai ntawm kev hloov pauv hauv tsev, thiab nrog rau kev hloov kho dua tshiab ntawm cov cuab yeej hluav taws xob, cov khoom siv hluav taws xob kev lag luam los ntawm low-end mus rau nruab nrab thiab high-end transformation, nthuav qhia ntau yam tshiab txoj hauv kev.
1 cov khoom siv hluav taws xob yog dab tsi
Cov khoom siv hluav taws xob yog cov khoom tiav uas tsis hloov cov molecular muaj pes tsawg leeg thaum lub sij hawm tsim thiab ua, xws li resistors, capacitors, inductors, thiab lwm yam.. Vim nws tsis tsim nws tus kheej electrons, tsis muaj kev tswj thiab transformation ntawm voltage thiab tam sim no, thiaj li hu ua passive pab kiag li lawm, thiab vim hais tias nws tsis tuaj yeem txaus siab rau qhov hluav taws xob teeb liab amplification, oscillation, thiab lwm yam., cov lus teb rau cov hluav taws xob teeb liab yog passive thiab submissive, tseem hu ua passive Cheebtsam.
Cov khoom siv hluav taws xob feem ntau yog muab faib ua cov chav kawm hauv Circuit Court thiab cov khoom sib txuas hauv chav kawm, cov khoom siv hauv chav kawm hauv Circuit Court feem ntau yog RCL Cheebtsam, RCL Cheebtsam yog resistors, capacitors thiab inductors peb hom, thiab transformers, relays, thiab lwm yam.Kev sib txuas hauv chav kawm muaj ob pawg, ib qho rau cov khoom sib txuas ntawm lub cev, suav nrog cov khoom sib txuas, cov qhov (socket), cov ntawv luam tawm Circuit Board (PCB), thiab lwm yam, thiab lwm yam rau cov khoom siv RF passive, suav nrog cov lim dej, cov khoom sib txuas, lwm yam yog cov khoom siv RF passive, suav nrog cov lim dej. , couplers, resonators, thiab lwm yam.
Cheebtsam hluav taws xob hu ua "mov ntawm cov khoom siv hluav taws xob", uas cov zis hluav taws xob suav nrog cov khoom siv hluav taws xob, cov khoom siv hluav taws xob muaj txiaj ntsig ntawm cov khoom siv hluav taws xob .
Ntawm tag nrho, cov khoom siv hluav taws xob raws li cov khoom siv hluav taws xob yooj yim, nrog rau cov khoom siv hluav taws xob qis qis tau maj mam txhim kho, lub ntim maj mam txo qis, qhia txog kev txhim kho ntawm miniaturization, kev sib koom ua ke, kev ua haujlwm siab, chip Cheebtsam tau dhau los ua qhov tseem ceeb ntawm RCL Cheebtsam. lub ntsiab tsav tsheb ntawm kev lag luam kev loj hlob.
2 Kev ua lag luam xwm txheej
1, electronics Cheebtsam kev lag luam nyob rau hauv lub upward voj voog
Pib nyob rau hauv lub thib ob ib nrab ntawm 2020, nrog rau tus tshiab crown kab mob kis tau zoo, downstream 5G, automotive electronics thiab lwm qhov chaw ntawm kev thov surge, khoom mov, kev lag luam qhib ib tug tshiab puag ncig boom upward voj voog.2026 cov khoom siv hluav taws xob ua lag luam loj yuav tsum yog $ 39.6 billion, 2019-2026 compound kev loj hlob ntawm kwv yees li 5.24%.Ntawm lawv, kev txhim kho ntawm 5G, cov xov tooj ntse, tsheb ntse, thiab lwm yam, dhau los ua lub cav tseem ceeb los txhawb txoj kev loj hlob tshiab ntawm cov khoom siv hluav taws xob.
Kev sib kis tus nqi ntawm 5G thev naus laus zis yuav yog 1-2 qhov kev txiav txim siab ntau dua 4G, thiab qhov nce hauv kev sib kis tus nqi yuav tsav cov lim dej, lub hwj chim amplifiers thiab lwm yam khoom siv RF pem hauv ntej, thiab rub siv inductors, capacitors thiab lwm yam khoom siv hluav taws xob muaj feem xyuam.
Smartphone daim ntawv thov scenarios txuas ntxiv mus ntxiv, nrhiav qhov kawg ntawm kev ua haujlwm thiab kev ua tau zoo, los txhawb cov nti, cov khoom siv hluav taws xob sib koom ua ke, cov khoom siv hluav taws xob rau kev tsim kho me me ntawm tib lub sijhawm, kev siv cov khoom siv hluav taws xob ntawm ib lub xov tooj ntawm tes yog nce sai heev.
Smart tsheb fais fab tswj qhov system, infotainment system, kev tswj kev nyab xeeb thiab lub cev hluav taws xob hauv lub cev los txhim kho kev tsav tsheb ntawm cov koom haum pabcuam txuas ntxiv mus ntxiv, txhawb tus nqi ntawm cov khoom siv hluav taws xob hauv tsheb mus ntxiv.Nws xav tias tag nrho cov nyiaj nruab nrab ntawm cov khoom siv hluav taws xob hauv tsheb yuav ntau dua 5,000, suav txog ntau dua 40% ntawm cov nqi tso tawm ntawm tag nrho lub tsheb.
2, Tuam Tshoj mainland kom ceev lub capture ntawm lub lag luam
Los ntawm kev faib khoom hauv cheeb tsam, xyoo 2019, Tuam Tshoj av loj thiab Asia ua ke tuav 63% ntawm cov khoom siv hluav taws xob thoob ntiaj teb sib koom ua lag luam.Capacitor teb Nyiv, Kauslim Teb thiab Taiwan oligopoly, kuj teb Tuam Tshoj Taiwan Guoguang tseem ceeb txoj hauj lwm, inductor teb rau cov Japanese manufacturers raws li tus tseem ceeb.
Duab
Nrog rau kev txhim kho ntawm cov neeg siv khoom siv hluav taws xob, cov thev naus laus zis tshiab thiab 5G daim ntawv thov ua ke los txhawb kev nce ntxiv hauv kev thov rau cov khoom siv hluav taws xob, Nyiv thiab Kauslim cov khoom siv hluav taws xob tau pib kho lawv cov tswv yim, kev tsim muaj peev xwm maj mam hloov mus rau automotive electronics, industrial class miniaturization ntawm high- muaj peev xwm, high-gauge khoom thiab RF Cheebtsam.
Nyiv thiab Kaus Lim Qab Teb cov khoom siv hluav taws xob hauv lub Hoobkas txhim kho cov qauv khoom lag luam nyob rau tib lub sijhawm maj mam tso cov lag luam nruab nrab thiab qis kawg, ua rau cov khoom siv thiab kev xav tau sib txawv hauv nruab nrab thiab qis-kawg, mus rau txoj hauv kev loj hlob ntawm cov khoom siv hluav taws xob hauv tsev, lub domestic tau tshwm sim ib tug xov tooj ntawm high-zoo tuam txhab uas muag, xws li peb lub nplhaib (ceramic capacitors), Faraday Electronics (film capacitors), Shun Lo Electronics (inductors), Aihua Group (aluminium electrolytic capacitors), thiab lwm yam.
Nrog rau maj mam tshem tawm ntawm Nyiv thiab Kaus Lim Kauslim cov tuam txhab los ntawm kev lag luam qis, cov lag luam hauv tsev tau pib ua kom nrawm ntawm kev lag luam, cov tuam txhab hauv tsev xws li Fenghua, peb lub nplhaib, Yuyang, thiab lwm yam tau tsim tawm tshiab tsim peev txheej, peb xyoos tom ntej. ntawm lub peev xwm expansion yog loj nce, yog xav kom accelerate lub lag luam feem.
3 qhov chaw kub
1, Chip multilayer ceramic capacitor kev lag luam
Raws li Tuam Tshoj Electronic Components Industry Association cov ntaub ntawv, lub ntiaj teb ceramic capacitor kev lag luam loj hlob 3.82% xyoo-rau-xyoo rau 77.5 billion yuan hauv 2019, suav txog li 52% ntawm lub ntiaj teb capacitor lag luam;Tuam Tshoj tus ceramic capacitor kev lag luam loj hlob 6.2% tshaj 2018 txog 57.8 billion yuan, suav txog li 54% ntawm kev lag luam hauv tsev;zuag qhia tag nrho, ob lub ntiaj teb no thiab domestic ceramic capacitor kev ua lag luam qhia tau ib tug ruaj khov upward sib.
MLCC muaj qhov zoo ntawm qhov me me, siab tshwj xeeb capacitance, thiab siab precision, thiab tuaj yeem txuas rau sab saum toj ntawm PCBs, hybrid IC substrates, thiab lwm yam, uas teb rau cov qauv ntawm miniaturization thiab lub teeb yuag ntawm cov neeg siv khoom siv hluav taws xob.Nyob rau hauv xyoo tas los no, cov xov tooj ntse, lub zog tshiab tsheb, kev tswj hwm kev lag luam, 5G kev sib txuas lus thiab lwm yam kev lag luam tau txhim kho sai, uas coj qhov chaw loj hlob rau MLCC kev lag luam.Nws cia siab tias lub ntiaj teb MLCC kev lag luam loj yuav loj hlob mus rau 108.3 billion yuan hauv 2023;Tuam Tshoj MLCC kev lag luam loj yuav loj hlob mus rau 53.3 billion yuan, nrog rau kev loj hlob txhua xyoo ntau dua li qhov nruab nrab ntawm kev loj hlob thoob ntiaj teb txhua xyoo.
Lub ntiaj teb no MCLL kev lag luam muaj ib tug siab ntawm kev lag luam concentration thiab tau tsim ib tug ruaj khov oligopoly qauv.Nyiv cov lag luam muaj txiaj ntsig zoo hauv ntiaj teb thawj echelon, Kaus Lim Qab Teb, Tebchaws Asmeskas, Tuam Tshoj thiab Taiwan cov lag luam feem ntau nyob rau hauv qhov thib ob echelon, Suav teb loj tuam txhab lag luam thev naus laus zis thiab qib theem kuj rov qab nyob rau hauv qhov thib peb echelon.2020 thoob ntiaj teb MLCC kev lag luam plaub lub lag luam yog Murata, Samsung electromechanical, Kokusai, hnub ci zog, kev lag luam feem ntawm 32%, 19%, 12%, 10% feem.
Cov tuam txhab ua lag luam hauv tsev nyob hauv kev ua lag luam ntawm cov khoom lag luam qis thiab nruab nrab.Muaj txog 30 lub tuam txhab loj hauv MLCC hauv Suav teb, nrog cov lag luam hauv zos sawv cev los ntawm Fenghua Hi-Tech, Sanhuan Group, Yuyang Technology thiab Micro Capacitor Electronics, uas feem ntau tsim cov khoom nruab nrab thiab loj nrog cov nqi qis thiab cov ntsiab lus tseem ceeb.
2, Zaj duab xis capacitor kev lag luam
Nrog rau txoj kev loj hlob ntawm Tuam Tshoj lub zog tshiab kev lag luam, thiab tawm tsam keeb kwm yav dhau los ntawm cov kev cai nruj rau kev txuag hluav taws xob thiab txo qis emissions, zaj duab xis capacitor kev lag luam boomed los ntawm 2010 mus rau 2015, thiab kev loj hlob tus nqi tended mus stabilize tom qab 2015, txuas ntxiv loj hlob nyob rau nruab nrab txhua xyoo. tus nqi ntawm 6%, nrog rau kev lag luam loj nce mus txog 9.04 billion yuan hauv 2019, suav txog li 60% ntawm tag nrho cov khoom lag luam thoob ntiaj teb, qeb thib ib hauv ntiaj teb.
Nrog rau kev siv lub teb chaws cov tswv yim xws li "carbon neutrality", Tuam Tshoj lub zog tshiab kev lag luam yuav nthuav dav ntxiv thiab coj lub zog loj hlob mus ntev rau cov yeeb yaj kiab capacitor ua lag luam.Kev ua lag luam zaj duab xis capacitor rau lub zog tshiab tsheb tau kwv yees tias yuav loj hlob ntawm CAGR ntawm 6.1% txij xyoo 2020 txog 2025, thiab yuav ncav cuag $ 2.2 nphom hauv 2025, ua rau nws yog qhov tseem ceeb tshaj plaws rau cov neeg siv khoom lag luam rau cov khoom siv hluav taws xob.
Lub ntiaj teb no zaj duab xis capacitor kev lag luam kev lag luam kev lag luam yog cov concentrated, nrog pom tseeb zoo ntawm lub taub hau lag luam.Cov npe saum toj kawg nkaus thiab thawj-kab hom ntawm zaj duab xis capacitors yog monopolized los ntawm cov lag luam los ntawm Nyiv, Lub teb chaws Yelemees, Ltalis, Tebchaws Meskas thiab lwm lub tebchaws, thiab cov lag luam hauv tsev xws li Farad Electronics thiab Copper Peak Electronics yog cov npe thib ob thiab thib peb. .Nyob rau hauv 2019 lub ntiaj teb no zaj duab xis capacitor kev ua lag luam qhia, Panasonic tuav ntau tshaj li ib nrab ntawm lub lag luam qhia, thiab tsuas yog ib lub lag luam nyob rau hauv Tuam Tshoj mainland, Farrar Electronics, yog nyob rau hauv pem hauv ntej, occupying 8% ntawm lub lag luam feem.
3 、 Chip resistor kev lag luam
Nyob rau hauv cov ntsiab lus ntawm kev loj hlob sai ntawm technologies xws li 5G, kev txawj ntse txawj ntse, lub zog tshiab tsheb, thiab cov ntaub ntawv loj, nti resistors ua lub zog loj hlob los ntawm cov kev siv qis qis, nrog cov neeg siv khoom siv hluav taws xob nyias thiab lub teeb ua lub ntsiab daim ntawv thov, suav txog 44% ntawm cov khoom siv hluav taws xob. kev ua lag luam, thiab lwm qhov chaw tseem ceeb suav nrog cov khoom siv hluav taws xob, tsheb, kev sib txuas lus, kev lag luam thiab tub rog.chip resistors kev lag luam loj los ntawm 2016 txog 2020 tsis tu ncua nce ntawm $ 1.5 nphom mus rau ntau tshaj $ 1.7 billion, thiab lub ntiaj teb nti resistor kev lag luam loj yuav tsum ncav cuag $ 2.4 billion hauv 2027.
Tam sim no, cov tuam txhab Asmeskas thiab Nyij Pooj tau tswj hwm lub lag luam high-end chip resistor, tab sis kev nthuav dav qis qis tsis txaus.Cov tuam txhab Asmeskas thiab Nyij Pooj tau tsom mus rau cov khoom lag luam siab, tsom rau cov txheej txheem zaj duab xis nyias, xws li US Vishay yog cov chaw tsim khoom loj tshaj plaws ntawm kev ua haujlwm siab, thaum Nyiv muaj lub peev xwm loj hauv thaj tsam ntawm 0201 thiab 0402 qauv ntawm high precision. cov khoom.Taiwan's Kokusai muaj 34% feem ntawm lub ntiaj teb nti resistor kev ua lag luam, nrog rau txhua hli cov zis ntau txog 130 billion units.
Tuam Tshoj Mainland muaj lub lag luam loj nti resistor nrog ib feem me me ntawm cov tuam txhab hauv zos.Tuam Tshoj txoj kev lag luam cia siab rau kev sib koom ua lag luam thiab kev xa tawm yog siab, thiab cov tuam txhab resistor feem ntau yog cov tuam txhab lag luam hauv xeev hloov mus rau hauv cov tuam txhab sib koom ua ke, xws li Fenghua Hi-Tech thiab Northern Huachuang, uas nyuaj dua los tsim lub luag haujlwm tseem ceeb hauv cov chip resistor. kev lag luam, uas ua rau tag nrho domestic nti resistor kev lag luam saw loj tab sis tsis muaj zog.
4 、 Printed Circuit Board Kev Lag Luam
Nrog rau kev tsim kho tshiab ntawm cov khoom siv hluav taws xob sib txuas, qhov kev thov rau cov laug cam hauv PCB tau nce zuj zus, piv txwv li, qhov kev thov rau cov laug cam hauv Apple lub xov tooj ntawm tes tau nce los ntawm 13 daim hauv tiam thib tsib mus rau 30 daim tam sim no, thiab cov nplais. ntawm lub ntiaj teb no PCB kev lag luam yuav tsum mus txog $79.2 billion nyob rau hauv 2025. Tuam Tshoj tus PCB lag luam feem ntau xyoo ntawm lub ntiaj teb no feem ntawm thawj, 2025 yuav tsum tshaj $41.8 billion, ib tug compound kev loj hlob tus nqi ntawm 6%, tshaj lub ntiaj teb no qhov nruab nrab kev loj hlob. tus nqi.
Nyob rau hauv Tuam Tshoj lub luam ntawv Circuit Court board lag luam, lub ntsiab practitioners muab faib ua theem siab, nruab nrab thiab qis peb theem, high-end teb rau txawv teb chaws peev, Hong Kong, Taiwan, ib tug ob peb mainland Suav lag luam dominated, feem ntau domestic lag luam nyob rau hauv lub peev thiab technology. qhov tsis zoo, feem ntau yog tsom rau cov khoom lag luam qis kawg.
Raws li kev lag luam sib koom ua ke ntawm cov lag luam tuaj yeem pom, kev lag luam concentration ntawm Tuam Tshoj cov ntawv luam tawm Circuit Board kev lag luam yog tsawg, me ntsis nce hauv xyoo tas los no.2020 Tuam Tshoj cov ntawv luam tawm Circuit Board kev lag luam CR5 yog kwv yees li 34.46%, piv rau 2019 nce los ntawm 2.17 feem pua cov ntsiab lus;CR10 yog kwv yees li 50.71%, piv rau 2019 nce los ntawm 1.88 feem pua cov ntsiab lus.
5 、 Cov khoom siv hluav taws xob hauv kev lag luam
Kev rov ua dua tshiab ntawm cov neeg siv khoom siv hluav taws xob tom qab muaj koob meej ntawm 5G, kev txhim kho kev txawj ntse thiab kev loj hlob sai ntawm lub tsheb hluav taws xob yuav txhawb kev loj hlob ntawm cov khoom siv hluav taws xob hluav taws xob ua lag luam xav tau, thiab cov ntawv xov xwm thoob ntiaj teb daim kab xev kev lag luam xav kom loj hlob los ntawm 4.1%. xyoo-rau-xyoo mus rau 36.75 billion m nyob rau hauv 2021. daim ntawv carrier daim kab xev kev lag luam xav tau nyob rau hauv Tuam Tshoj yuav loj hlob los ntawm 10.04% xyoo-rau-xyoo mus rau 19.361 billion m nyob rau hauv 2022.
Electronic carrier tape belongs rau lub lag luam niche, nrog cov khoom siv hluav taws xob ua lag luam kom nthuav dav ntawm cov khoom siv hluav taws xob hluav taws xob daim kab xev kev lag luam xav tau, lub ntiaj teb thiab Tuam Tshoj cov khoom siv hluav taws xob hluav taws xob daim kab xev lag luam loj yog qhov ruaj khov nce.Nws cia siab tias xyoo 2021 lub ntiaj teb daim ntawv nqa daim kab xev kev lag luam loj yuav loj hlob los ntawm 4.2% xyoo-rau-xyoo rau 2.76 billion yuan, thiab xyoo 2022 Tuam Tshoj daim ntawv nqa daim kab xev lag luam loj yuav loj hlob 12% xyoo-rau-xyoo rau 1.452 billion. yuan.
Suav, Nyiv, Kaus Lim Kauslim thiab lwm lub tebchaws cov tuam txhab lag luam tuav feem ntau ntawm kev lag luam thoob ntiaj teb.Ntawm lawv, cov lag luam Nyij Pooj tau pib ua ntej thiab muaj cov thev naus laus zis tseem ceeb;Cov tuam txhab Kaus Lim Qab Teb tau tsim sai dua nyob rau xyoo tas los no thiab kev muag khoom txawv teb chaws tau nce ntxiv;Cov tuam txhab tsim khoom zoo tshaj plaws tau tshwm sim ib qho tom qab hauv Suav teb thiab Taiwan, thiab lawv cov qib kev sib tw tau maj mam nce thiab dhau ntawm cov lag luam Nyij Pooj thiab Kaus Lim hauv qee yam.JMSC qhov feem ntawm lub ntiaj teb no daim kab xev ua lag luam yuav ncav cuag 47% hauv 2020.
Kev lag luam daim kab xev nyias nyias muaj qhov cuam tshuam loj rau kev nkag thiab kev sib tw hauv tsev tsis yog hnyav.Txij li xyoo 2018, JEMSTEC muaj ntau dua 60% ntawm cov ntaub ntawv xov xwm hauv tsev ua lag luam sib qhia thiab yuav luag tsis muaj cov neeg sib tw hauv zos, tab sis nws muaj kev sib tham me me rau cov neeg muag khoom thiab qee qhov chaw sib tham rau cov neeg yuav khoom hauv qab thiab tsis yooj yim hem los ntawm cov neeg tuaj yeem thiab cov neeg hloov pauv.
6, Electronic ceramics manufacturing kev lag luam
Electronic ceramics los ntawm MLCC kev lag luam uas tau tsav los ntawm pom tseeb.MLCC tau siv dav hauv cov khoom siv hluav taws xob, kev sib txuas lus, tsheb hluav taws xob, khoom siv hauv tsev thiab lwm qhov chaw, kev lag luam tam sim no ntau dua 100 billion yuan, lub neej yav tom ntej yuav tsum tswj kom muaj kev loj hlob txhua xyoo ntawm 10% mus rau 15%, tsav tsheb. hluav taws xob ceramics kev lag luam mus rau theem kev loj hlob sai.
Nyob rau hauv xyoo tas los no, Tuam Tshoj cov hluav taws xob ceramics lag luam loj kom tswj tau qhov kev loj hlob ntawm 13% lossis ntau dua, xav tias yuav ncav cuag 114.54 billion yuan hauv 2023, qhov chaw dav rau kev hloov pauv hauv tsev.Cov khoom siv hluav taws xob hauv tsev ua kom yooj yim tau txais cov neeg siv khoom lees paub los nthuav cov kev lag luam hauv zos;Hauv tsev ceramic cleaver yog rhuav tshem cov xwm txheej txawv teb chaws monopoly, xav kom ua tiav ntim ceev;Meanwhile, lub domestic roj cell diaphragm phaj core technology kom zoo dua maj mam nthuav tawm.
Nyiv, Tebchaws Asmeskas thiab Europe ua tus thawj coj thoob ntiaj teb kev lag luam hluav taws xob ceramics, tuav lub lag luam high-end.Nyiv, nrog rau qhov zoo ntawm ntau yam khoom siv hluav taws xob ceramic, kev tsim khoom siab thiab kev siv thev naus laus zis zoo, tuav 50% ntawm lub ntiaj teb kev lag luam, ua raws li Tebchaws Meskas thiab Europe, raws li, tuav 30% thiab 10% ntawm kev lag luam.Nyiv SaKai nyob rau hauv lub ntiaj teb no kev ua lag luam feem ntawm 28%, ranked thawj, lub US tuam txhab Ferro thiab kuj los ntawm Nyiv lub NCI qeb thib ob thiab thib peb.
Vim yog cov kev cai siab thiab kev siv thev naus laus zis, thiab Tuam Tshoj txoj kev lag luam hluav taws xob ceramics pib lig, cov tuam txhab tsim khoom hauv tsev hauv kev siv tshuab, thev naus laus zis, muaj txiaj ntsig ntxiv dua li cov tuam txhab paub txawv teb chaws qhov sib txawv yog pom tseeb, cov khoom tam sim no feem ntau yog cov khoom siv qis kawg. cheeb tsam.Lub neej yav tom ntej nrog lub teb chaws R & D kev pab cuam, kev lag luam peev peev, daim ntawv thov scenario expansion, uas twb muaj lawm enterprise technology tsub zuj zuj thiab lwm yam ntau yam txaus nyiam, yuav pab Tuam Tshoj lub lag luam maj mam hloov mus rau cov kev taw qhia ntawm industrial high precision.
Post lub sij hawm: Nov-21-2022