Ua txhaum Txoj Cai Lij Choj Ntawm Siab -kawg Electronic Fabrics: Muaj Txoj Haujlwm Zoo Rau Quartz Electronic Fabrics
Nyob rau hauv lub era ntawm skyrocketing AI xam hwj chim, iteration ceev ntawm optical modules tau rov ua dua tshiab kev lag luam kev xav, sai leaping ntawm 400G rau 800G thiab 1.6T. Ntau qhov tsom mus rau cov khoom tseem ceeb xws li cov khoom siv kho qhov muag thiab cov keyboards, tab sis saib tsis pom tus phab ej uas txhawb nqa ruaj khov siab - ceev teeb liab kis tau tus mob. Lub rooj tsav xwm zoo li tsis tseem ceeb PCB yog qhov tseem ceeb ntawm cov neeg nqa khoom ntawm siab -ceev teeb liab kis tau tus mob, thiab cov ntaub ntawv hluav taws xob, raws li PCB cov khoom siv pob txha, yog qhov tseem ceeb hauv kev txiav txim siab cov teeb liab kis tau zoo thiab ruaj khov. Thaum tsoosfiberglasscov ntaub ntawv hluav taws xob tawm tsam kom ua tau raws li qhov xav tau ntawm ultra- siab- zaus teeb liab kis tau tus mob, quartz hluav taws xob daim ntaub tau nce mus rau qhov tseem ceeb, dhau los ua cov khoom tseem ceeb rau kev sib txuas siab - ceev suav fais fab kev lag luam saw. Niaj hnub no, peb delve rau hauv tus nqi tseem ceeb, kev teeb meem thev naus laus zis, thiab kev ua tiav ntawm kev hloov pauv hauv tsev ntawm quartz hluav taws xob daim ntaub.
Nyob rau hauv lub ntiaj teb no ntawm high -ceev teeb liab kis tau tus mob, quartz hluav taws xob daim ntaub yog undoubtedly lub hauv paus khoom. Ntau tus neeg muaj kev nkag siab yuam kev tias qhov kev ua tau zoo ntawm 800G optical modules tso siab rau kev xa xov hluav taws xob kho qhov muag, tab sis qhov no tsis yog li ntawd. Hauv kev xa xov hluav taws xob ua tiav, cov teeb liab hluav taws xob tau xa tawm thawj zaug ntawm PCB pawg thawj coj saib, tom qab ntawd txuas nrog cov khoom siv kho qhov muag rau electro- hloov kho qhov muag. Qhov zoo ntawm PCB pawg thawj coj saib ncaj qha txiav txim siab qhov txwv ntawm cov teeb liab kis tau tus mob, thiab cov ntaub ntawv hluav taws xob yog lub hauv paus ntsiab lus ntawm PCB.
Hauv lub sijhawm qis - nrawm ntawm 400G thiab hauv qab no, cov khoom siv hluav taws xob fiberglass ib txwm tuaj yeem ua raws li kev xav tau ntawm kev lag luam thiab hloov mus rau cov qauv kev sib kis. Txawm li cas los xij, nrog rau qhov tshwm sim ntawm 800G thiab 1.6T ultra- siab- lub sijhawm nrawm, txhua yam tau hloov pauv. Kev lag luam teeb liab zaus tau nce siab los ntawm yav dhau los 25GHz thiab 50GHz mus rau ntau tshaj 100GHz, ua rau muaj qhov tsis zoo ntawm cov khoom siv hluav taws xob tsoos.
Yog tias peb sib piv siab -frequency signal kis tau tus mob rau kev tsav tsheb kis las, PCB ua nrog cov ntaub ntawv siv hluav taws xob zoo li txoj kev pob zeb pob zeb. Lub siab - lub tsheb kis las kis las muaj kev cuam tshuam thiab tsis muaj kev tswj hwm; nyob rau hauv cov teeb liab kis tau tus mob, qhov no txhais mus rau lub teeb liab jitter, cov ntaub ntawv packet poob, thiab kis yuam kev. Txhawm rau kom muaj kev sib kis tau zoo ntawm ultra- siab- cov cim zaus, txoj kev pob zeb yuav tsum tau hloov kho mus rau txoj kev du thiab tsis muaj kev cuam tshuam, thiab quartz hluav taws xob ntaub yog lub ntsiab lus teb rau qhov kev txhim kho no.
Piv rau cov ntaub fiberglass ib txwm siv hluav taws xob, quartz hluav taws xob daim ntaub muaj peb qhov txiaj ntsig tsis tuaj yeem hloov tau, hais meej meej txog kev lag luam mob cov ntsiab lus ntawm siab - kis tau tus mob ceev. Ua ntej, nws qhov tsis tshua muaj hluav taws xob poob qis txo qis lub zog txo qis thaum lub teeb liab kis tau tus mob, qhov tseem ceeb rau kev sib kis tau zoo hauv 800G thiab txawm tias 1.6T optical modules. Qhov thib ob, nws superior dielectric sib xws; lub finer thiab ntau uniformly teem quartz fibers zam cov txheej txheem inconsistencies tshwm sim los ntawm tsoos fiberglass weaving, txo cov teeb liab kev cuam tshuam ntawm nws qhov chaw. Thib peb, nws cov thermal stability; lub zog noj ntawm siab -ceev AI optical modules txuas ntxiv nce, nrog 800G modules siv kaum tawm watts thiab 1.6T cov khoom siv ntau tshaj 25 watts. Cov kub kub tuaj yeem yooj yim ua rau PCB deformation thiab photoelectric alignment misalignment, thaum lub thermal expansion kuj zoo heev ntawm quartz hluav taws xob daim ntaub kom ntev -lub sij hawm ruaj khov ntawm cov khoom siv.
Kev nce ntawm quartz hluav taws xob daim ntaub tsis yog ib qho kev tsim kho tshiab hauv ib qho khoom siv xwb, tab sis kev hloov kho tshiab ntawm tag nrho cov siab -kawg suav fais fab kev lag luam saw. Nws cov saw hlau muaj kev sib txuas zoo sib xws, los ntawm cov dej ntws tawm ntawm quartz xuab zeb purification mus rau nruab nrab quartz fiber ntau spinning thiab quartz hluav taws xob daim ntaub weaving, thiab downstream tooj liab -clad laminate thiab PCB manufacturing, thaum kawg empowering optical modules thiab AI servers. Kev loj hlob txuas ntxiv ntawm AI kev lag luam ua rau muaj kev xav tau siab -kawg suav lub zog, uas nyob rau hauv lem yuam kev hloov khoom dua tshiab. Lub voj voog zoo ntawm cov saw hlau lag luam no yog lub hauv paus ntsiab lus tom qab qhov tseem ceeb ntawm quartz hluav taws xob daim ntaub.
Saib ntawm lub ntiaj teb siab -kawg hluav taws xob daim ntaub lag luam, nws tau ntev los ua tus thawj coj los ntawm cov tuam txhab txawv teb chaws. Cov tuam txhab xws li Nittobo, nrog ntau dua 30 xyoo ntawm kev paub hauv cov khoom siv hluav taws xob tsawg -dielectric, tau ua kom muaj kev cuam tshuam kev lag luam siab los ntawm lawv cov cuab yeej sib sib zog nqus. Lub hauv paus kev sib tw ntawm cov tuam txhab txawv teb chaws tsis muaj peev xwm tsim tau, tab sis lawv cov txiaj ntsig siab heev. Lawv qhov siab -kawg cov ntaub ntawv hluav taws xob tau txais txiaj ntsig tau zoo ib yam tseem nyob siab dua 95%, thaum ntau tus neeg tuaj lig feem ntau tsuas yog tuav tus nqi tawm ntawm 70%-80%. Qhov sib txawv no tsis tuaj yeem txuas nrog yooj yim los ntawm kev yuav khoom; nws yog qhov tshwm sim ntawm ob qho tib si sau cov ntaub ntawv tshawb fawb kev paub thiab kev tswj xyuas cov txheej txheem zoo. Tsis tas li ntawd, cov tuam txhab xws li Shin-Etsu Chemical thiab Asahi Kasei tau ua lag luam ntev ntev, suav nrog tswj txog 70% ntawm lub ntiaj teb high-end electronic fabric market share.
Qhov twg muaj kev thaiv, muaj kev tawg. Tom qab xyoo dhau los ntawm kev siv thev naus laus zis, cov tuam txhab lag luam hauv tsev thaum kawg tau ua tiav qhov tseem ceeb hauv cov khoom siv hluav taws xob quartz, qhib tshooj tshiab hauv kev hloov pauv hauv tsev. Ntawm lawv, Feilihua, Sinoma Science & Technology, thiab Honghe Technology tau dhau los ua tus thawj coj hauv tsev, txhua tus sib tw hauv kev lag luam siab - kawg nrog lawv cov txiaj ntsig tshwj xeeb.
Feilihua yog tus neeg ua haujlwm zoo tshaj plaws hauv kev lag luam hauv tsev quartz npuag, tau tsim kom tiav cov saw hlau los ntawm quartz xuab zeb purification, quartz pas nrig ua, quartz fiber spinning rau quartz electronic fabric weaving. Nws kuj yog ib qho ntawm ob peb lub tuam txhab thoob ntiaj teb nrog kev ua tiav kev tsim khoom muaj peev xwm. Tam sim no, nws cov khoom lag luam tau nkag mus rau hauv cov ntawv thov tseem ceeb xws li AI servers, siab -speed optical modules, thiab siab -kawg ntim substrates, ua rau nws ze tshaj plaws hauv tsev neeg ua si rau thoob ntiaj teb sab saum toj- cov qauv.
Sinoma Science & Technology tsom mus rau tag nrho -txoj kev teeb tsa, npog cov ntaub ntawv hluav taws xob fiberglass zoo tib yam, qis- dielectric hluav taws xob daim ntaub, thiab siab - kawg quartz hluav taws xob daim ntaub. Leveraging cov kev lag luam zoo ntawm nws lub tuam txhab Taishan Fiberglass, nws tau ntse nkag mus rau hauv cov khoom lag luam ntawm cov tuam txhab lag luam thoob ntiaj teb xws li NVIDIA thiab Huawei, tsis tu ncua nce kev lag luam nkag mus los ntawm nws qhov txiaj ntsig zoo thiab muaj peev xwm ua haujlwm.
Honghe Technology, ntawm qhov tod tes, tshwj xeeb hauv ultra- daim ntaub nyias nyias, muaj zog thev naus laus zis hauv 9-micron- qib ultra- daim ntaub nyias nyias. Cov khoom no yog cov ntaub ntawv tseem ceeb rau siab -kawg PCBs. Nrog nws cov khoom lag luam zoo tshaj plaws, nws tau ua tiav hauv cov txheej txheem ntawm cov neeg siv khoom sab saum toj -tier xws li NVIDIA, TSMC, thiab Apple, tsim kom muaj kev ruaj ntseg hauv kev lag luam high-end precision electronic fabric market.
Nyob rau hauv lub thib ob ib nrab ntawm kev sib tw lub hwj chim, cov ntaub ntawv yog huab tais. Qhov loj - kev xa tawm ntawm 800G yog qhov kev txiav txim siab dhau los, thiab kev lag luam ntawm 1.6T tau los ze dua. Qhov kev thov rau siab -ceev, siab - zaus kis tau tus mob yuav txuas ntxiv tsav cov iteration ntawm hluav taws xob daim ntaub mus rau high- khoom kawg. Nyob rau hauv quartz hluav taws xob daim ntaub sector, uas tau ntev tau monopolized los ntawm txawv teb chaws tuam txhab uas muag, domestic tuam txhab uas muag twb tau tawg los ntawm cov technologies teeb meem. Nrog kev tso tawm lub peev xwm ntau lawm thiab kev ua kom zoo ntxiv ntawm cov txheej txheem, cov khoom siv hluav taws xob hauv tsev ua quartz yuav maj mam rhuav tshem cov kev lag luam txawv teb chaws thiab dhau los ua lub hauv paus tseem ceeb ntawm kev txhawb nqa kev loj hlob ntawm Tuam Tshoj AI kev lag luam fais fab kev lag luam.
