Amakuru ku nganda: Ibura ry'ibikoresho bya capacitor bya Ceramic byazamuye ibiciro

Nk’uko byatangajwe n’abantu bashinzwe inganda, Taiyo Yuden, uruganda rwa gatatu runini ku isi rukora MLCC (multilayer ceramic capacitor) rufite icyicaro gikuru mu Buyapani, iherutse kumenyesha abakiriya bayo ko izamura ibiciro by’ibicuruzwa bya MLCC guhera muri Nzeri. Iri ni izamuka rya kabiri ry’ibiciro by’iyi sosiyete muri uyu mwaka, ariko izamuka ryihariye ntiriratangazwa. Taiyo Yuden yasobanuye ati: “Kuva umwaka ushize, twakomeje gukora cyane kugira ngo tugabanye ibiciro kugira ngo duhangane n’izamuka ry’ibiciro by’ibikoresho fatizo, ariko ubu ibintu bigeze ku rwego rudasanzwe.” Murata Manufacturing, urundi ruganda rukora MLCC ku isi rufite isoko rya 40%, rwazamuye ibiciro by’ibicuruzwa bya MLCC muri Werurwe ushize.

Samsung Electro-Mechanics, ikurikirana neza uko isoko rihagaze, yanafashe icyemezo cyo kuzamura ibiciro by'ibicuruzwa byose bya MLCC ho 30% guhera ku ya 1 Nzeri.

Mu bikoresho by'ikoranabuhanga, MLCCs (capacitors za keramike nyinshi) zikora nk' "ingomero." Zibika ingufu z'amashanyarazi kandi zikayageza aho zikenewe neza, bityo zigafasha ibikoresho bya semiconductor gukora neza. MLCCs nazo zikoreshwa cyane muri seriveri z'amakuru. Ikoreshwa rya MLCCs ryariyongereye cyane, cyane cyane muri seriveri za AI zikora imirimo myinshi yo kubara. Ibi biterwa nuko hamwe n'ibikoresho bya semiconductor bifite imikorere myiza kandi ikomeye nka za graphics processing units (GPUs) na high-bandwidth memory (HBM) zikora amasaha yose, umubare w'ahantu hakenera ikwirakwizwa ry'amashanyarazi rihamye na wo wiyongereye.

Umwe mu bashinzwe ibikorwa by’inganda yagize ati: “Umubare wa MLCC zifite ubushobozi bwo gukora cyane muri seriveri za AI zihariye ukubye inshuro zirenga icumi ugereranyije na seriveri zisanzwe zo mu bicu.”

Igihe cyo gutanga MLCC gifite ubushobozi bwo hejuru: amezi 7

Inganda zikora ibikoresho by'ikoranabuhanga zirinubira ko gutanga MLCC (capacitors za ceramic nyinshi) bitoroshye cyane, ndetse no kuzamura ibiciro. Nk’uko amakuru aturuka mu kigo cy’ubushakashatsi ku isoko abivuga, kugeza muri Nyakanga, igihe cyo gutanga MLCCs nini za Murata Manufacturing cyari kigeze ku byumweru 30, ni ukuvuga ibyumweru 6 byiyongereyeho ibyumweru 24 muri Kamena. Inganda zikora MLCC zatangiye kongera ishoramari mu bikoresho kugira ngo zihuze n’ibyifuzo by’isoko.

Mu gihembwe cya mbere cy’ishoramari, Samsung Electro-Mechanics yavuze mu itangazo ryayo ry’inyungu mu gihembwe cya mbere muri Mata, ati: “Twiteze ko ishoramari ryacu muri uyu mwaka rizaba ryikubye kabiri iry’umwaka ushize.” Murata Manufacturing nayo yatangaje muri Mata ko “izakomeza gushora imari kugira ngo yongere ubushobozi bwo gukora MLCC.”

Ariko, abahanga mu nganda bateganya ko ibura ry’ibikoresho bya MLCC rizakomeza mu gihe gito. Ibi biterwa nuko ibigo by’amakuru by’ubutasi bw’ubukorano biri kwiyongera cyane, mu gihe hari ibigo bike cyane bikora MLCC. Umwe mu bahanga mu nganda yagize ati: “Nubwo ibigo bitatu bikomeye, bingana na 70% by’isoko rya MLCC, bishora imari mu kubaka inganda, bizagorana kongera umusaruro mu gihe gito.”

Kubwibyo, ibiteganyijwe bigaragaza ko inganda eshatu zikomeye za MLCC zizakomeza kugira inyungu nyinshi mu gihe kiri imbere. Hagati aho, bimwe mu biteganyijwe bigaragaza ko ikibazo cy’itangwa ry’ibikoresho bya MLCC kizatanga amahirwe yo kwagura ibigo by’Abashinwa. Sanhua Group, uruganda rukora MLCC rwo mu Bushinwa, rwashyizwe ku isoko ry’imigabane rya Hong Kong muri Nyakanga, rwakusanyije miliyari 7.16 z’amadolari ya Hong Kong (hafi tiriyari 1.3 z’ama-won) zo kubaka inganda nshya muri Tayilande no mu Budage. Fenghua Advanced Technology, indi sosiyete y’Abashinwa, yarangije umushinga wo kubaka uruganda mu byiciro bitatu kuva mu 2020, ishoramari ryose rya miliyari 7.5 z’ama-yuan (hafi tiriyari 1.6 z’ama-won). Ubushobozi bwayo bwo gukora MLCC buri kwezi ubu bugeze kuri miliyari 50, hafi kimwe cya kabiri cy’ubushobozi bwa Samsung Electro-Mechanics.