Vim li cas tus nqi ntawm fiberglass nce?
Fiberglass yog dab tsi?Fiberglassyog ib qho kev ua haujlwm siab -kev ua tau zoo inorganic non-cov khoom siv hlau nrog ntau ntau yam. Nws qhov zoo muaj xws li rwb thaiv tsev zoo heev, muaj zog cua sov, zoo corrosion kuj, thiab siab mechanical zog. Cov iav fiber ntau yog tsim los ntawm cov khoom siv raw xws li pyrophyllite, kaolin, limestone, thiab quartz xuab zeb los ntawm cov txheej txheem suav nrog siab - kub melting, kos duab, ziab, thiab winding. Nws ib txoj kab uas hla ntawm ob peb micrometers mus rau ntau tshaj nees nkaum micrometers, sib npaug rau 1/20 txog 1/5 ntawm txoj kab uas hla ntawm tib neeg cov plaub hau. Yooj yim muab, iav fiber ntau yog "super- iav fiber ntau" kos los ntawm iav, ntau zaus nyias dua li tib neeg cov plaub hau.
Cov iav fiber ntau tuaj yeem raug cais raws li nws cov ntsiab lus alkali rau hauv alkali- iav fiber ntau (E iav fiber), nruab nrab -alkali iav fiber (C iav fiber), thiab siab -alkali iav fiber ntau. E iav fiber ntau yog lub ntsiab lus tseem ceeb, suav txog ntau dua 95% ntawm kev lag luam ntau lawm. Raws li nws daim ntawv thov, nws tuaj yeem muab faib ua hluav taws xob-qib iav fiber ntau thiab kev lag luam- qib iav fiber ntau. Cov khoom siv hluav taws xob- qib fiberglass feem ntau suav nrog cov xov paj hluav taws xob thiab cov ntaub ntawv siv hluav taws xob, siv hauv cov ntawv luam tawm Circuit Board (PCBs), tooj liab-clad laminates (CCLs), thiab siab- zaus, siab- cov ntaub ntawv ceev, uas yog high{13}}kawg fiberglass. Electronic- qib fiberglass yog categorized rau hauv thawj, thib ob, thiab tiam thib peb fabrics. Thawj- tiam fabrics yog feem ntau raws li ib txwm E- fiber ntau, muab ntau yam muaj zog thiab siv dav hauv PCBs thiab cov khoom siv hluav taws xob. Thib ob- tiam fabrics yog tsawg-dielectric- qis-tsawg (Low-Dk/Df) fiberglass ntaub, nrog zoo dielectric tsis tu ncua thiab poob ntau dua li thawj- tiam fabrics, ua rau cov teeb liab ruaj khov dua. Lawv siv nyob rau hauv nruab nrab-rau-siab-kawg PCBs, nruab nrab- mus rau-siab-kawg servers, 5G/6G hauv paus chaw nres tsheb, automotive electronics, thiab lwm yam. Qhov qis dua qhov dielectric tas li (Dk), qhov ceev ntawm hluav taws xob teeb liab mus; qhov qis dielectric poob (Df), lub teeb liab tsawg dua thiab qis dua qhov hluav taws xob tsim hluav taws xob. Thib peb-tiam ntaub yog ultra-tsawg Dk/Df quartz fiberglass ntaub, kuj hu ua Q (Quartz) ntaub, siv nyob rau hauv siab - zaus, siab- kev sib txuas lus ceev, AI servers, siab -frequency radio frequency 42}, thiab siab cov khoom siv tam sim no siab -kawg hluav taws xob substrates. Kev lag luam- qib fiberglass cov khoom muaj xws li roving, tws strands, deg mats, woven fabrics, unidirectional fabrics, thiab iav ntaub plaub, siv nyob rau hauv cov cua turbine hniav, cov khoom siv hauv tsev, tsheb, thiab cov kav dej. Raws li cov iav muaj pes tsawg leeg, kev lag luam-qib fiberglass tau muab faib ntxiv rau hauv E (Electronic) iav, qhov tseem ceeb tshaj plaws; C (Chemical) iav, nrog cov kua qaub zoo, siv rau hauv cov kav dej thiab cov tso tsheb hlau luam; S (High-Strength)/R (Reinforcement) iav, siv hauv aerospace, siab- lub tog raj kheej roj siab, thiab siab- kawg cua zog; thiab HM (High Modulus) iav, siv nyob rau hauv loj cua turbine hniav.
Lub ntiaj teb fiberglass kev lag luam yog cov concentrated heev, ua kom pom tseeb oligopoly. Tuam Tshoj Jushi, Taishan Fiberglass, International Composites, Owens Corning (OC), NEC Glass (NEG), thiab Shandong Fiberglass account rau kwv yees li 70% ntawm lub ntiaj teb fiberglass ntau lawm. Ntawm lawv, Tuam Tshoj Jushi, Taishan Fiberglass, thiab International Composites, peb lub tuam txhab fiberglass loj no suav txog kwv yees li 70% ntawm cov khoom siv fiberglass hauv tsev.
Kev siv fiberglass thiab lawv cov peev txheej: Cov ntaub ntawv tseem ceeb ntawm fiberglass thiab lawv cov feem pua yog raws li hauv qab no: infrastructure thiab tsev cov ntaub ntawv 25%, kev thauj mus los 24%, hluav taws xob thiab hluav taws xob engineering 18%, lub zog thiab kev tiv thaiv ib puag ncig 14%, cov khoom siv 8%, thiab lwm yam 11% (kev lag luam marine, aerospace, kev kho mob, thiab lwm yam). Cov no suav nrog cov chaw siv hluav taws xob (cov khoom siv hauv tsev, cov khoom siv hauv tsev, thiab lwm yam) nrog rau cov chaw siv hluav taws xob (automotive lightweighting, 5G, wind power, photovoltaics), yog li kev lag luam fiberglass muaj ob qho tib si "cyclical" thiab "loj hlob".
Nyob rau hauv luv luv, fiberglass yog ib tug muaj zog thiab tawv iav fiber ntau ua los ntawm pob zeb, thinner dua tib neeg cov plaub hau. Nws yog monopolized los ntawm ob peb lub ntiaj teb loj loj thiab siv nyob rau hauv ib txwm teb xws li infrastructure thiab kev tsim kho, nrog rau cov tshiab sectors xws li cua zog, photovoltaics, thiab AI, combining stability thiab kev loj hlob.
Vim li cas tus nqi nce? Tsis ntev los no, cov nqi fiberglass tau nce ntxiv, txawm tias ua rau muaj kev tsis txaus. Qhov no feem ntau yog vim muaj kev sib koom ua ke ntawm kev xav tau nce ntxiv, kev txwv tsis pub xa khoom tsis zoo, thiab cov nqi nce ntxiv, ua rau pom tus nqi nce ntxiv pom hauv cov chips nco.
Ntawm qhov xav tau, kev loj hlob tawg hauv qhov siab -kawg sector yog tus tsav tsheb tseem ceeb. AI servers tau tsav qhov kev thov siab rau siab -kawg hluav taws xob fabrics, nrog rau kev siv fiberglass ib chav PCB ntau dua ob npaug ntawm cov servers zoo tib yam. Tib lub sijhawm, qhov sib txawv ntawm cov cua turbine loj dua thiab lub teeb yuag hauv cov tsheb tshiab lub zog tau nrawm dua, ntxiv rau qhov kev xav tau ntawm kev lag luam tag nrho thiab tsim kom muaj qhov xwm txheej ntawm "siab- qhov kawg tsis txaus thiab ib txwm nruj sib npaug."
Ntawm cov khoom lag luam, kev hloov pauv tsis yooj yim ua rau nws nyuaj rau qhov kev xav tau loj hlob. Fiberglass manufacturers yog proactively kho lawv cov qauv khoom, hloov ib txwm muaj peev xwm ntau lawm mus rau siab - margin tshwj xeeb fiberglass fabrics, ua rau ib tug contraction nyob rau hauv cov khoom siv hluav taws xob zoo tib yam fabrics. Tsis tas li ntawd, lub voj voog xa khoom rau cov khoom siv tseem ceeb hauv high -kawg hluav taws xob fabrics yog ntev li 18-24 lub hlis, ua rau kev hloov pauv hauv tsev tsis tuaj yeem nyob rau lub sijhawm luv. Ua ke nrog cov khoom lag luam qis qis, qhov kev xav tau ntawm cov khoom siv tsis txaus yog qhov tseem ceeb.
Ntawm tus nqi, kev nruj nruj yog yuam cov tuam txhab kom nce nqi. Tus nqi ntawm cov khoom siv raw platinum tau nce siab, nrog rau cov khoom siv raw xws li pyrophyllite kuj nce, ua kom cov txiaj ntsig tau zoo. Kev nce nqi tau dhau los ua qhov kev xaiv tsis raug rau cov tuam txhab tswj hwm kev ua haujlwm ib txwm muaj. Tsis tas li ntawd, kev poob qis hauv kev lag luam muaj peev xwm nthuav dav ntxiv txhawb nqa tus nqi nce.

