Qiimaha qalabka dhoobada badan ee lakabka badan leh (MLCCs), oo inta badan si kaftan ah loogu yeero "bariiska" qalabka tignoolajiyada macluumaadka (IT), ayaa kor u kacaya. Kororka qiimahan waxaa ugu horreyn sabab u ah yaraanta sahayda ee MLCCs oo ay sababtay kororka maalgashiga kaabayaasha sirdoonka macmalka ah (AI).
Saddexda warshadood ee ugu waaweyn adduunka ee MLCC - Samsung Electro-Mechanics, Murata Manufacturing, iyo Taiyo Yuden - ayaa dhawaan kor u qaaday qiimaha isla markaana u muuqda inay dardar gelinayaan maalgashiga warshadaha si loo kordhiyo sahayda. Dhanka kale, qaar ka mid ah shirkadaha Shiinaha ee soo koraya ayaa ka faa'iideysanaya fursadda ay ku maamulaan suuqa MLCC ee qiimaha jaban ilaa dhexdhexaadka ah.
Kobaca AI wuxuu kor u qaaday qiimaha MLCC
Sida laga soo xigtay dadka gudaha warshadaha ku xeel dheer, Taiyo Yuden, oo ah shirkadda saddexaad ee ugu weyn adduunka ee MLCC (multilayer ceramic capacitor) oo xarunteedu tahay Japan, ayaa dhawaan macaamiisheeda ku wargelisay inay kor u qaadi doonto qiimaha alaabta MLCC laga bilaabo bisha Sebtembar. Kani waa kororkii labaad ee qiimaha ee shirkadda sanadkan, laakiin kororka gaarka ah weli lama shaacin. Taiyo Yuden ayaa sharraxday, "Tan iyo sannadkii hore, waxaan si adag uga shaqeyneynay yareynta kharashyada si aan ula qabsanno qiimaha sii kordhaya ee alaabta ceeriin, laakiin xaaladdu hadda waxay gaartay heer aan la qaadan karin." Murata Manufacturing, oo ah shirkad kale oo hormuud ka ah MLCC oo leh saami suuqeed 40% ah, ayaa kor u qaaday qiimaha alaabta MLCC bishii Maarso ee la soo dhaafay.
Samsung Electro-Mechanics, oo si dhow ula socota isbeddellada suuqa, ayaa sidoo kale go'aansatay inay qiimaha dhammaan alaabada MLCC kor u qaaddo 30% laga bilaabo Sebtembar 1.
Badeecadaha elektaroonigga ah, MLCCs (kaadhadhka dhoobada ee lakabka badan leh) waxay u dhaqmaan sidii "damiyaal." Waxay kaydiyaan tamarta korontada waxayna si joogto ah ugu geeyaan meesha loo baahan yahay, taasoo ka caawisa aaladaha semiconductor-ka inay si habsami leh u shaqeeyaan. MLCCs sidoo kale si weyn ayaa loogu isticmaalaa server-yada xarunta xogta. Codsiga MLCCs ayaa si weyn u kordhay, gaar ahaan server-yada AI ee maareeya culaysyada xisaabinta sare. Tani waa sababta oo ah iyadoo qalabka semiconductor-ka ee waxqabadka sare leh, sida cutubyada farsamaynta sawirada (GPUs) iyo xusuusta bandwidth-ka sare (HBM) ay shaqeynayaan saacad kasta, tirada meelaha u baahan qaybinta awoodda deggan ayaa sidoo kale kordhay.
Qof u qaabilsan warshadaha ayaa yiri, "Tirada MLCC-yada awoodda sare leh ee ku jira server-yada AI ee u heellan waxay ka badan tahay toban jeer adeegayaasha daruuraha caadiga ah."
Waqtiga keenista MLCC oo awood sare leh: 7 bilood
Warshadaha elektaroonigga ah ayaa ka cabanaya in hubinta bixinta MLCCs (kaadhadhka dhoobada badan ee lakabka badan) ay durba aad u adag tahay, iska daa kor u qaadista qiimaha. Sida laga soo xigtay xogta shirkadda cilmi-baarista suuqa ee Future Electronics, laga bilaabo Luulyo, waqtiga ugu horreeya ee Murata Manufacturing's 1 microfarad (μF) iyo MLCC-yada waaweyn ayaa gaaray 30 toddobaad, taasoo ah koror 6 toddobaad ah laga bilaabo 24 toddobaad ee bishii Juun. Soo-saareyaasha MLCC waxay bilaabeen inay kordhiyaan maalgashiga qalabka si ay u daboolaan baahida suuqa.
Samsung Electro-Mechanics ayaa sheegtay intii lagu jiray wicitaankeedii dakhli ee rubuci koowaad ee bishii Abriil, "Waxaan fileynaa in maalgashigeenna sanadkan uu ka badan yahay labanlaab kii sannadkii hore." Murata Manufacturing ayaa sidoo kale ku dhawaaqday bishii Abriil inay "sii wadi doonto maalgashiga si loo ballaariyo awoodda wax soo saarka MLCC."
Si kastaba ha ahaatee, dadka gudaha warshadaha ku jira ayaa saadaalinaya in yaraanta sahayda MLCC ay sii socon doonto muddada gaaban. Tani waa sababta oo ah xarumaha xogta sirdoonka macmalka ah ayaa si xawli ah u koraya, halka ay jiraan shirkado aad u yar oo soo saara MLCC-yada. Mid ka mid ah dadka gudaha warshadaha ku jira ayaa yiri, "Xitaa iyadoo saddexda shirkadood ee waaweyn, oo ah qiyaastii 70% saamiyada suuqa MLCC, ay si firfircoon u maalgashadaan dhismaha warshadaha, way adkaan doontaa in la kordhiyo wax soo saarka muddada gaaban."
Sidaa darteed, saadaasha ayaa tilmaamaysa in saddexda warshadood ee ugu waaweyn ee MLCC ay sii wadi doonaan inay sii wadaan faa'iidada sare mustaqbalka la saadaalin karo. Dhanka kale, saadaasha qaar ayaa soo jeedinaysa in dhibaatada sahayda MLCC ay siin doonto fursado ballaarin shirkadaha Shiinaha. Sanhua Group, oo ah shirkad hormuud u ah soo saaraha MLCC ee Shiinaha, ayaa ku taxan Suuqa Saamiyada Hong Kong bishii Luulyo, iyadoo ururisay HK$7.16 bilyan (qiyaastii 1.3 tirilyan won) si loo dhiso warshado cusub oo ku yaal Thailand iyo Jarmalka. Fenghua Advanced Technology, oo ah shirkad kale oo Shiinees ah, ayaa dhammaystirtay mashruuc dhisme warshadeed saddex marxaladood ah tan iyo 2020, iyadoo wadarta guud ee maalgashiga ay tahay 7.5 bilyan yuan (qiyaastii 1.6 tirilyan won). Awooddeeda wax soo saarka MLCC ee bishiiba hadda waxay gaartay 50 bilyan oo xabbadood, qiyaastii kala bar awoodda Samsung Electro-Mechanics.
Waqtiga boostada: Agoosto-17-2026