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Katundu wokwanira, zinthu zopanda pake zimayambitsa phindu latsopano

Mitundu iwiri yayikulu yopanga ma multilayer ceramic capacitors (MLCC) a Samsung Electro-Mechanics aku South Korea ndi TDK yaku Japan posachedwa apereka zidziwitso kwa makasitomala am'mitsinje woyamba, akugogomezera kuti kupezeka kwa ma MLCC apamwamba kwambiri akupitilizabe, makamaka kufunika kwa mafoni a 5G pambuyo pa Chaka Chatsopano cha Lunar. Kuchuluka kwa mafakitole aku mainland afika pamsika woyambirira wa mayunitsi 500 miliyoni. Poganizira momwe msika ungagwere, mtengo wa MLCC udzawonjezedwa posachedwa.

Zimanenedwa kuti kuwonekera kwamalamulo a Yageo ndi Walsin ndi miyezi yopitilira inayi, ndipo ifikira theka lachiwiri la chaka. Zikuyembekezeka kuti mitengo idzakwezedwa moyenera kuti ikwaniritse kukula pamsika.

Samsung Electro-Mechanics ndi TDK ndi omwe amapereka MLCC wachiwiri wamkulu komanso wachisanu padziko lonse lapansi. Opanga awiriwa nthawi yomweyo adatulutsa zidziwitso zakufuna kukweza mitengo. Kuphatikiza apo, wopanga wamkulu wa Nissho Murata Manufacturing Co., Ltd. nthawi yaposachedwa yoperekera zinthu ku MLCC idutsa masiku 112, yayitali kwambiri Zimatenga masiku 180 kuwonetsa momwe msika ulili wotentha komanso kukwera kwamitengo ndikofunikira.

Malinga ndi ofufuza zamakampani, pambuyo pa Chaka Chatsopano cha Lunar, MLCC ili ndi "kukweza" kwamphamvu, makamaka chifukwa msika wamsika wa mafoni a 5G ndiabwino kuposa momwe amayembekezera, ndipo chuma chanyumba chakakamiza kutumiza kwa PC ndi NB kuti zisunge- kutha, ndi misika yokhudzana ndi magalimoto Nyamula mwachangu.

Makamaka, mafakitale ena a mtsogoleri wa MLCC Nissho Murata Manufacturing adayimitsa kale ntchito chifukwa cha chivomerezi champhamvu ku Tohoku, Japan. Ngakhale ayambiranso ntchito wina ndi mnzake, msika uli ndi nkhawa kuti zomwe Murata adzakhudze pantchito yoimitsa ntchito. Zosadziwika, chifukwa chake kugula mwachangu ndichinthu chinanso chofunikira kukweza mtengo.

Malinga ndi kusanthula kwa zogulitsa, msika poyamba unkayembekezera kuti kukula kwa msika wa mafoni a 5G chaka chino kudzawonjezeka kuchokera pafupifupi 200 miliyoni chaka chatha mpaka pafupifupi 500 miliyoni. Komabe, kutha kwa tchuthi cha Chaka Chatsopano cha Lunar, opanga mafoni asanu akulu aku China akuthamangitsa. Chiwerengero cha mafoni a 5G ochokera kwa opanga asanu chaka chino afika 500 miliyoni. Izi siziphatikiza opanga zazikulu ziwiri za Samsung ndi Apple. Kutumiza kwazinthu kumawonetsa kuti msika wonse wama foni a 5G ndi wamphamvu kwambiri kuposa kuyerekezera msika.

Popeza kuchuluka kwa ma MLCC ogwiritsidwa ntchito ndi mafoni a 5G akuchulukirachulukira ndi 30% poyerekeza ndi mafoni a 4G, zida zazikulu zisanu zam'manja ku China zakulitsa kufunika kwa MLCC nthawi imodzi.

Makina opanga msonkhano awulula kuti alandila posachedwa zidziwitso kuchokera ku Samsung Electro-Mechanics ndi TDK, zomwe zikuwonetsa kuti chifukwa chakufunika kwamakampani ogwiritsira ntchito zamagetsi, kupezeka kwa magawo apamwamba a MLCC ndikotsika, ndipo makasitomala ayenera kukhala okonzeka pamaganizidwe awo Mtengo wa MLCC ukuwonjezeka nthawi iliyonse.

Msika ukayamba kukhala wolimba, makampaniwa akukhulupirira kuti opanga ma Taiwan monga Yageo ndi Walsin sangalephere kukweza mawu awo potengera kukweza mitengo kwamphamvu kwa opanga aku Japan ndi Korea. Yageo adati sangayankhulepo za mawu ndi zomwe amalandira anzawo, koma iwunika mosamala momwe msika uliri ndikupereka yankho loyenera.

Walsin adayankha kuti kuwoneka kwa MLCC ndi ma resistor oda pakadutsa miyezi inayi, ndipo makasitomala ayamba kuyitanitsa kotala lachitatu. Zikuyembekezeka kuti ngati semiconductor supply iziyenda bwino mu theka lachiwiri la chaka, kutumizidwa kwamphamvu kwa ma terminal akulu kudzakhala kolimba, komanso kupezeka kwa zinthu zopanda pake kumakhala kolimba. .