5G時代，既是機(jī)遇又是挑戰(zhàn)，在很大程度上促進(jìn)了消費電子的發(fā)展，進(jìn)而帶動了對鉭質(zhì)電容的需求，加上疫情帶動漲價效應(yīng)，預(yù)估到今年底鉭質(zhì)電容價格將再增1倍。

　　In 5g era, it is both an opportunity and a challenge, which has greatly promoted the development of consumer electronics, thus driving the demand for tantalum capacitors. In addition, the price of tantalum capacitors is expected to double by the end of this year.

　　科普下鉭電容：

　　Tantalum capacitor under Popular Science:

　　鉭電容為四大核心電容產(chǎn)品（MLCC/鋁電解/鉭電容/薄膜電容）之一，結(jié)構(gòu)上最主要的特點是使用金屬鉭做介質(zhì)，鉭電容擁有高能量密度、高可靠性、穩(wěn)定的電性能、較寬的工作溫度范圍等特點，尤其是具有“自愈性”，使其在民用（工業(yè)）、軍用市場備受青睞。根據(jù)中國產(chǎn)業(yè)信息網(wǎng)數(shù)據(jù)，從2013年到2019年，我國電容器市場中，鉭電容市場份額從7%上升至12%。

　　Tantalum capacitor is one of the four core capacitor products (MLCC / aluminum electrolysis / tantalum capacitor / thin film capacitor). Its main structural feature is the use of tantalum as dielectric. Tantalum capacitor has the characteristics of high energy density, high reliability, stable electrical performance, wide working temperature range, etc., especially with "self-healing", which makes it popular in Civil (industrial) and military markets. In China, the market share of tantalum capacitors will rise from 12% in 2013 to 7% according to China's information industry data.

　　從產(chǎn)業(yè)鏈角度看，鉭電容產(chǎn)業(yè)鏈上游是鉭粉、鉭絲等原材料。

　　From the perspective of industrial chain, raw materials such as tantalum powder and tantalum wire are in the upstream of tantalum capacitor industry chain.

　　鉭電容下游應(yīng)用領(lǐng)域可分為軍用和民用兩大類。

　　The downstream applications of tantalum capacitors can be divided into military and civilian applications.

　　電容器看似微不足道，在航天設(shè)備中實則廣泛應(yīng)用。近年來我國國防支出增速穩(wěn)定，軍工行業(yè)景氣度可跨越經(jīng)濟(jì)周期，利于相關(guān)行業(yè)穩(wěn)定發(fā)展，鉭電容作為軍品中常用的元器件，亦可受益。

　　Capacitors seem insignificant, but they are widely used in aerospace equipment. In recent years, the growth rate of China's defense expenditure has been stable. The prosperity of military industry can span the economic cycle, which is conducive to the stable development of related industries. Tantalum capacitors, as commonly used components in military products, can also benefit.

　　民用市場需求端方面，鉭電容市場百億級規(guī)模，鉭電容主要應(yīng)用在工業(yè)領(lǐng)域，5G網(wǎng)絡(luò)商用進(jìn)展順利，云計算產(chǎn)業(yè)發(fā)展驅(qū)動服務(wù)器等需求，基站、服務(wù)器等新基建的旺盛需求為鉭電容器市場帶來發(fā)展機(jī)會。

　　On the demand side of the civil market, the tantalum capacitor market has a scale of 10 billion. Tantalum capacitors are mainly used in the industrial field. The 5g network business is progressing smoothly. The development of cloud computing industry drives the demand for servers. The strong demand for new infrastructure such as base stations and servers brings development opportunities for the tantalum capacitor market.