Intengo yama-capacitor e-ceramic anezingqimba eziningi (ama-MLCC), avame ukubizwa ngokuhlekisa ngokuthi “irayisi” lemishini yobuchwepheshe bolwazi (i-IT), iyakhuphuka. Lokhu kunyuka kwentengo kubangelwa kakhulu ukushoda kwesikhathi eside kwe-MLCC okubangelwa ukwanda kokutshalwa kwezimali engqalasizinda yobuhlakani bokwenziwa (i-AI).
Abakhiqizi abathathu abakhulu be-MLCC emhlabeni—i-Samsung Electro-Mechanics, i-Murata Manufacturing, kanye ne-Taiyo Yuden—basanda kuphakamisa amanani ngesikhathi esisodwa futhi kubonakala sengathi basheshisa ukutshalwa kwezimali kwezimboni ukuze kwandiswe ukunikezwa. Okwamanje, ezinye izinkampani zaseShayina ezisafufusa zisebenzisa leli thuba lokulawula imakethe ye-MLCC enentengo ephansi kuya kwephakathi.
Ukukhuphuka kwe-AI kukhuphula amanani e-MLCC
Ngokusho kwabangaphakathi embonini, iTaiyo Yuden, umkhiqizi wesithathu ngobukhulu emhlabeni we-MLCC (i-multilayer ceramic capacitor) onendlunkulu eJapan, muva nje wazise amakhasimende ayo ukuthi izokhuphula amanani omkhiqizo we-MLCC kusukela ngoSepthemba. Lokhu kungukwenyuka kwesibili kwentengo yenkampani kulo nyaka, kodwa ukwenyuka okuqondile akukamenyezelwa. ITaiyo Yuden ichaze, “Kusukela ngonyaka odlule, besisebenza kanzima ukunciphisa izindleko ukuze sibhekane nokwenyuka kwamanani ezinto zokusetshenziswa, kodwa isimo manje sesifinyelele ezingeni elingabekezeleleki.” IMurata Manufacturing, omunye umkhiqizi ohamba phambili we-MLCC emhlabeni wonke onesabelo semakethe esingu-40%, ikhuphule amanani ayo omkhiqizo we-MLCC ngoMashi odlule.
I-Samsung Electro-Mechanics, eqapha ngokuseduze izitayela zemakethe, iphinde yanquma ukuphakamisa amanani ayo yonke imikhiqizo ye-MLCC ngo-30% kusukela mhla lu-1 kuMandulo.
Emikhiqizweni kagesi, ama-MLCC (ama-capacitor e-ceramic amaningi) asebenza “njengamadamu.” Agcina amandla kagesi futhi awalethe ngokuzinzile lapho edingeka khona, ngaleyo ndlela esiza amadivayisi e-semiconductor ukuthi asebenze kahle. Ama-MLCC nawo asetshenziswa kabanzi kumaseva esikhungo sedatha. Ukusetshenziswa kwama-MLCC kukhule kakhulu, ikakhulukazi kumaseva e-AI aphatha imithwalo ephezulu yokubala. Lokhu kungenxa yokuthi ngamadivayisi e-semiconductor asebenza kahle kakhulu, anamandla aphezulu njengeyunithi yokucubungula ihluzo (ama-GPU) kanye nenkumbulo ye-bandwidth ephezulu (i-HBM) esebenza ubusuku nemini, inani lezindawo ezidinga ukusatshalaliswa kwamandla okuzinzile nalo likhuphukile.
Isazi sangaphakathi embonini sithe, “Inani lama-MLCC anamandla aphezulu kumaseva e-AI azinikele liphindwe kayishumi kunelamaseva amafu ajwayelekile.”
Isikhathi sokulethwa kwe-MLCC esinamandla aphezulu: izinyanga eziyi-7
Imboni ye-elekthronikhi ikhala ngokuthi ukuqinisekisa ukutholakala kwama-MLCC (ama-capacitor e-ceramic amaningi) sekuvele kunzima kakhulu, ingasaphathwa eyokukhuphula amanani. Ngokusho kwedatha evela enkampanini yocwaningo lwemakethe i-Future Electronics, kusukela ngoJulayi, isikhathi sokuhola se-1 microfarad (μF) ye-Murata Manufacturing kanye nama-MLCC amakhulu sesifinyelele emavikini angu-30, ukwanda kwamaviki ayi-6 kusukela emavikini angama-24 ngoJuni. Abakhiqizi be-MLCC sebeqalile ukwandisa ukutshalwa kwezimali kwemishini ukuze bahlangabezane nesidingo semakethe.
I-Samsung Electro-Mechanics yathi ngesikhathi ibiza imali engenayo yekota yokuqala ngo-Ephreli, “Silindele ukuthi utshalomali lwethu kulo nyaka luphinde kabili kunolwangonyaka odlule.” I-Murata Manufacturing nayo yamemezela ngo-Ephreli ukuthi “izoqhubeka nokutshala imali ukuze yandise umthamo wokukhiqiza we-MLCC.”
Kodwa-ke, abantu abangaphakathi embonini babikezela ukuthi ukushoda kokunikezwa kwe-MLCC kuzoqhubeka esikhathini esifushane. Lokhu kungenxa yokuthi izikhungo zedatha yobuhlakani bokwenziwa zikhula ngokushesha, kuyilapho kunezinkampani ezimbalwa kakhulu ezikhiqiza ama-MLCC. Omunye umuntu ongaphakathi embonini uthe, “Ngisho nezinkampani ezintathu ezinkulu, ezithatha cishe u-70% wesabelo semakethe ye-MLCC, ezitshala imali ngenkuthalo ekwakheni amafektri, kuzoba nzima ukwandisa umkhiqizo esikhathini esifushane.”
Ngakho-ke, izibikezelo zibonisa ukuthi abakhiqizi abathathu abakhulu be-MLCC bazoqhubeka nokugcina inzuzo ephezulu esikhathini esizayo esibonakalayo. Okwamanje, ezinye izibikezelo zisikisela ukuthi inkinga yokuhlinzekwa kwe-MLCC izohlinzeka ngamathuba okukhulisa izinkampani zaseShayina. I-Sanhua Group, umkhiqizi ohamba phambili we-MLCC waseShayina, obhalwe ku-Hong Kong Stock Exchange ngoJulayi, iqoqe i-HK$7.16 billion (cishe ama-trillion angu-1.3 won) ukwakha amafektri amasha eThailand naseJalimane. I-Fenghua Advanced Technology, enye inkampani yaseShayina, iqede iphrojekthi yokwakha ifektri ngezigaba ezintathu kusukela ngo-2020, ngokutshalwa kwezimali okuphelele okungu-7.5 billion yuan (cishe ama-trillion angu-1.6 won). Umthamo wayo wokukhiqiza we-MLCC wanyanga zonke manje usufinyelele izingcezu ezingama-50 billion, cishe ingxenye yamandla e-Samsung Electro-Mechanics.
Isikhathi sokuthunyelwe: Agasti-17-2026