Farashin na'urorin lantarki masu amfani da yumbu mai lanƙwasa da yawa (MLCCs), waɗanda galibi ake kira da "shinkafa" na kayan aikin fasahar bayanai (IT), yana ƙaruwa. Wannan hauhawar farashi ya samo asali ne daga ƙarancin wadatar MLCCs na dogon lokaci sakamakon hauhawar saka hannun jari a cikin kayayyakin more rayuwa na fasahar wucin gadi (AI).
Manyan masana'antun MLCC guda uku a duniya—Samsung Electro-Mechanics, Murata Manufacturing, da Taiyo Yuden—sun ƙara farashi a lokaci guda kuma da alama suna hanzarta saka hannun jari a masana'antu don ƙara wadata. A halin yanzu, wasu kamfanonin China masu tasowa suna amfani da damar don mamaye kasuwar MLCC mai rahusa zuwa matsakaiciyar farashi.
Haɓakar AI ta haɓaka farashin MLCC
A cewar masu ruwa da tsaki a masana'antar, Taiyo Yuden, kamfanin kera MLCC (multilayer ceramic capacitor) na uku mafi girma a duniya da hedikwata a Japan, kwanan nan ya sanar da abokan cinikinsa cewa zai kara farashin kayayyakin MLCC daga wannan watan Satumba. Wannan shine karo na biyu da kamfanin ya kara farashin a wannan shekarar, amma ba a sanar da takamaiman karin ba tukuna. Taiyo Yuden ya bayyana cewa, "Tun a bara, muna aiki tukuru don rage farashi don magance hauhawar farashin kayan masarufi, amma yanzu lamarin ya kai wani matsayi da ba za a iya jurewa ba." Murata Manufacturing, wani babban kamfanin kera MLCC na duniya wanda ke da kaso na kasuwa na 40%, ya kara farashin kayayyakin MLCC a watan Maris da ya gabata.
Kamfanin Samsung Electro-Mechanics, wanda ke sa ido sosai kan yanayin kasuwa, ya kuma yanke shawarar ƙara farashin dukkan kayayyakin MLCC da kashi 30% tun daga ranar 1 ga Satumba.
A cikin kayayyakin lantarki, MLCCs (masu ƙarfin yumbu mai faɗi da yawa) suna aiki a matsayin "madatsun ruwa." Suna adana makamashin lantarki kuma suna isar da shi zuwa inda ake buƙata, don haka suna taimaka wa na'urorin semiconductor su yi aiki cikin sauƙi. Haka kuma ana amfani da MLCCs sosai a cikin sabar cibiyar bayanai. Aikace-aikacen MLCCs ya ƙaru sosai, musamman a cikin sabar AI waɗanda ke ɗaukar nauyin lissafi mai yawa. Wannan saboda tare da na'urori masu ƙarfin lantarki masu ƙarfi kamar na'urorin sarrafa zane-zane (GPUs) da ƙwaƙwalwar ajiya mai girman bandwidth (HBM) suna aiki a kowane lokaci, adadin yankunan da ke buƙatar rarraba wutar lantarki mai karko suma sun ƙaru.
Wani mai bincike a fannin ya ce, "Yawan MLCCs masu ƙarfin gaske a cikin sabar AI da aka keɓe ya fi sau goma fiye da sabar girgije na yau da kullun."
Lokacin isar da MLCC mai ƙarfin gaske: Watanni 7
Masana'antar lantarki tana korafin cewa tabbatar da samar da MLCCs (capacitors na yumbu mai faɗi da yawa) ya riga ya yi matuƙar wahala, balle a ƙara farashi. A cewar bayanai daga kamfanin bincike na kasuwa Future Electronics, ya zuwa watan Yuli, lokacin jagorancin kamfanin Murata Manufacturing na 1 microfarad (μF) da manyan MLCCs ya kai makonni 30, wanda ya karu da makonni 6 daga makonni 24 a watan Yuni. Masana'antun MLCC sun fara ƙara saka hannun jari a kayan aiki don biyan buƙatun kasuwa.
Samsung Electro-Mechanics ta bayyana a lokacin kiran samun riba na kwata na farko a watan Afrilu, "Muna sa ran jarin da muka zuba a wannan shekarar ya ninka na bara sau biyu." Murata Manufacturing ta kuma sanar a watan Afrilu cewa "za ta ci gaba da zuba jari don fadada karfin samar da MLCC."
Duk da haka, masu bincike a fannin masana'antu sun yi hasashen cewa ƙarancin samar da kayayyaki na MLCC zai ci gaba a cikin ɗan gajeren lokaci. Wannan ya faru ne saboda cibiyoyin tattara bayanai na sirri na wucin gadi suna ƙaruwa cikin sauri, yayin da akwai ƙananan kamfanoni da ke samar da MLCCs. Wani mai bincike a fannin ya ce, "Ko da tare da manyan kamfanoni uku, waɗanda ke da kusan kashi 70% na kasuwar MLCC, suna saka hannun jari sosai wajen gina masana'antu, zai yi wuya a ƙara yawan samarwa a cikin ɗan gajeren lokaci."
Saboda haka, hasashen ya nuna cewa manyan masana'antun MLCC guda uku za su ci gaba da samun riba mai yawa a nan gaba. A halin yanzu, wasu hasashen sun nuna cewa matsalar samar da kayayyaki ta MLCC za ta samar da damar fadada ga kamfanonin kasar Sin. Sanhua Group, babbar masana'antar MLCC ta kasar Sin, wacce aka jera a kasuwar hannayen jari ta Hong Kong a watan Yuli, ta tara HK $7.16 biliyan (kimanin won tiriliyan 1.3) don gina sabbin masana'antu a Thailand da Jamus. Fenghua Advanced Technology, wani kamfanin kasar Sin, ya kammala aikin gina masana'antu a matakai uku tun daga shekarar 2020, tare da jimlar jarin yuan biliyan 7.5 (kimanin won tiriliyan 1.6). Yawan samar da kayayyaki ta MLCC na wata-wata yanzu ya kai biliyan 50, kusan rabin karfin Samsung Electro-Mechanics.
Lokacin Saƙo: Agusta-17-2026