{"id":2649,"date":"2026-05-05T10:33:10","date_gmt":"2026-05-05T10:33:10","guid":{"rendered":"https:\/\/a.slayhot.com\/?p=2649"},"modified":"2026-05-05T10:33:10","modified_gmt":"2026-05-05T10:33:10","slug":"thi-truong-tu-dien-toan-cau-bung-no-nho-nhu-cau-xe-dien-va-nang-luong-tai-tao","status":"publish","type":"post","link":"https:\/\/a.slayhot.com\/?p=2649","title":{"rendered":"Th\u1ecb tr\u01b0\u1eddng t\u1ee5 \u0111i\u1ec7n to\u00e0n c\u1ea7u b\u00f9ng n\u1ed5 nh\u1edd nhu c\u1ea7u xe \u0111i\u1ec7n v\u00e0 n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o"},"content":{"rendered":"

B\u00e1o C\u00e1o Th\u1ecb Tr\u01b0\u1eddng T\u1ee5 \u0110i\u1ec7n To\u00e0n C\u1ea7u: \u0110\u1ed5i M\u1edbi C\u00f4ng Ngh\u1ec7, Nhu C\u1ea7u Th\u1ecb Tr\u01b0\u1eddng & \u0110\u1ed9ng L\u1ef1c Th\u01b0\u01a1ng M\u1ea1i<\/h2>\n

1. T\u1ed5ng Quan Th\u1ecb Tr\u01b0\u1eddng & Xu H\u01b0\u1edbng C\u00f4ng Ngh\u1ec7<\/h3>\n

Th\u1ecb tr\u01b0\u1eddng t\u1ee5 \u0111i\u1ec7n to\u00e0n c\u1ea7u \u0111ang tr\u1ea3i qua giai \u0111o\u1ea1n chuy\u1ec3n \u0111\u1ed5i s\u00e2u s\u1eafc, \u0111\u01b0\u1ee3c th\u00fac \u0111\u1ea9y b\u1edfi nhu c\u1ea7u v\u1ec1 hi\u1ec7u su\u1ea5t n\u0103ng l\u01b0\u1ee3ng cao h\u01a1n, thu nh\u1ecf k\u00edch th\u01b0\u1edbc linh ki\u1ec7n v\u00e0 kh\u1ea3 n\u0103ng ch\u1ecbu nhi\u1ec7t \u0111\u1ed9 kh\u1eafc nghi\u1ec7t. C\u00e1c \u0111\u1ed9t ph\u00e1 c\u00f4ng ngh\u1ec7 ch\u00ednh bao g\u1ed3m:<\/p>\n

– **T\u1ee5 \u0111i\u1ec7n g\u1ed1m \u0111a l\u1edbp (MLCC) th\u1ebf h\u1ec7 m\u1edbi**: C\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t h\u00e0ng \u0111\u1ea7u nh\u01b0 Murata, Samsung Electro-Mechanics \u0111ang \u0111\u1ea9y m\u1ea1nh s\u1ea3n xu\u1ea5t MLCC c\u00f3 \u0111i\u1ec7n dung cao (l\u00ean \u0111\u1ebfn 100\u00b5F) v\u1edbi k\u00edch th\u01b0\u1edbc c\u1ef1c nh\u1ecf (0201 inch). C\u00f4ng ngh\u1ec7 x\u1ebfp l\u1edbp si\u00eau m\u1ecfng (d\u01b0\u1edbi 1\u00b5m) v\u00e0 v\u1eadt li\u1ec7u \u0111i\u1ec7n m\u00f4i g\u1ed1m nano cho ph\u00e9p t\u0103ng m\u1eadt \u0111\u1ed9 n\u0103ng l\u01b0\u1ee3ng, \u0111\u00e1p \u1ee9ng y\u00eau c\u1ea7u c\u1ee7a thi\u1ebft b\u1ecb di \u0111\u1ed9ng 5G v\u00e0 module \u0111i\u1ec7n t\u1eed c\u00f4ng su\u1ea5t.
\n– **T\u1ee5 \u0111i\u1ec7n h\u00f3a nh\u00f4m lai (Hybrid Aluminum Electrolytic)**: K\u1ebft h\u1ee3p \u01b0u \u0111i\u1ec3m c\u1ee7a t\u1ee5 \u0111i\u1ec7n h\u00f3a l\u1ecfng (\u0111i\u1ec7n dung cao) v\u00e0 t\u1ee5 \u0111i\u1ec7n polymer (ESR th\u1ea5p, tu\u1ed5i th\u1ecd d\u00e0i), lo\u1ea1i t\u1ee5 n\u00e0y \u0111ang thay th\u1ebf d\u1ea7n t\u1ee5 \u0111i\u1ec7n h\u00f3a truy\u1ec1n th\u1ed1ng trong c\u00e1c b\u1ed9 ngu\u1ed3n chuy\u1ec3n m\u1ea1ch (SMPS) v\u00e0 h\u1ec7 th\u1ed1ng n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o.
\n– **T\u1ee5 \u0111i\u1ec7n m\u00e0ng m\u1ecfng (Film Capacitors) cho \u1ee9ng d\u1ee5ng n\u0103ng l\u01b0\u1ee3ng cao**: V\u1eadt li\u1ec7u polypropylene kim lo\u1ea1i h\u00f3a si\u00eau m\u1ecfng k\u1ebft h\u1ee3p c\u00f4ng ngh\u1ec7 t\u1ef1 ph\u1ee5c h\u1ed3i (self-healing) gi\u00fap t\u1ee5 \u0111i\u1ec7n m\u00e0ng ho\u1ea1t \u0111\u1ed9ng \u1ed5n \u0111\u1ecbnh \u1edf \u0111i\u1ec7n \u00e1p cao (tr\u00ean 1kV), ph\u1ee5c v\u1ee5 tr\u1ef1c ti\u1ebfp cho h\u1ec7 th\u1ed1ng \u0111i\u1ec7n gi\u00f3, m\u1eb7t tr\u1eddi v\u00e0 tr\u1ea1m s\u1ea1c xe \u0111i\u1ec7n (EV).
\n– **T\u1ee5 \u0111i\u1ec7n si\u00eau t\u1ee5 (Supercapacitors) & Linh ki\u1ec7n th\u1ec3 r\u1eafn**: C\u00f4ng ngh\u1ec7 si\u00eau t\u1ee5 d\u1ef1a tr\u00ean graphene v\u00e0 carbon aerogel \u0111ang \u0111\u01b0\u1ee3c th\u01b0\u01a1ng m\u1ea1i h\u00f3a \u0111\u1ec3 l\u01b0u tr\u1eef n\u0103ng l\u01b0\u1ee3ng t\u1ee9c th\u1eddi cho h\u1ec7 th\u1ed1ng phanh t\u00e1i t\u1ea1o (EV) v\u00e0 \u1ed5n \u0111\u1ecbnh l\u01b0\u1edbi \u0111i\u1ec7n th\u00f4ng minh. T\u1ee5 \u0111i\u1ec7n polymer th\u1ec3 r\u1eafn (Conductive Polymer Capacitors) ng\u00e0y c\u00e0ng chi\u1ebfm \u01b0u th\u1ebf trong c\u00e1c thi\u1ebft b\u1ecb vi\u1ec5n th\u00f4ng v\u00e0 m\u00e1y t\u00ednh do tu\u1ed5i th\u1ecd cao v\u00e0 \u0111\u1ed9 tin c\u1eady v\u01b0\u1ee3t tr\u1ed9i.<\/p>\n

2. Ph\u00e2n T\u00edch Nhu C\u1ea7u Th\u1ecb Tr\u01b0\u1eddng Theo Ng\u00e0nh D\u1ecdc<\/h3>\n

Nhu c\u1ea7u t\u1ee5 \u0111i\u1ec7n \u0111ang t\u0103ng tr\u01b0\u1edfng m\u1ea1nh m\u1ebd \u1edf c\u00e1c l\u0129nh v\u1ef1c sau:<\/p>\n

– **\u0110i\u1ec7n t\u1eed ti\u00eau d\u00f9ng & Vi\u1ec5n th\u00f4ng 5G\/6G**: S\u1ef1 b\u00f9ng n\u1ed5 c\u1ee7a \u0111i\u1ec7n tho\u1ea1i th\u00f4ng minh, laptop, thi\u1ebft b\u1ecb \u0111eo th\u00f4ng minh v\u00e0 h\u1ea1 t\u1ea7ng 5G (tr\u1ea1m g\u1ed1c, thi\u1ebft b\u1ecb m\u1ea1ng) \u0111\u00f2i h\u1ecfi s\u1ed1 l\u01b0\u1ee3ng l\u1edbn MLCC v\u00e0 t\u1ee5 \u0111i\u1ec7n polymer. Ri\u00eang th\u1ecb tr\u01b0\u1eddng MLCC d\u1ef1 ki\u1ebfn t\u0103ng tr\u01b0\u1edfng CAGR 8-10% giai \u0111o\u1ea1n 2024-2030.
\n– **Xe \u0111i\u1ec7n (EV) & H\u1ec7 th\u1ed1ng pin**: M\u1ed9t xe \u0111i\u1ec7n c\u1ea7n t\u1eeb 8.000 \u0111\u1ebfn 12.000 t\u1ee5 \u0111i\u1ec7n c\u00e1c lo\u1ea1i, ch\u1ee7 y\u1ebfu l\u00e0 t\u1ee5 \u0111i\u1ec7n m\u00e0ng cao \u00e1p (cho b\u1ed9 bi\u1ebfn t\u1ea7n) v\u00e0 t\u1ee5 \u0111i\u1ec7n si\u00eau t\u1ee5 (cho h\u1ec7 th\u1ed1ng qu\u1ea3n l\u00fd pin BMS). S\u1ef1 d\u1ecbch chuy\u1ec3n sang xe hybrid v\u00e0 thu\u1ea7n \u0111i\u1ec7n \u1edf Trung Qu\u1ed1c, ch\u00e2u \u00c2u v\u00e0 B\u1eafc M\u1ef9 l\u00e0 \u0111\u1ed9ng l\u1ef1c ch\u00ednh.
\n– **N\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o & L\u01b0\u1edbi \u0111i\u1ec7n th\u00f4ng minh**: C\u00e1c trang tr\u1ea1i \u0111i\u1ec7n gi\u00f3, m\u1eb7t tr\u1eddi v\u00e0 h\u1ec7 th\u1ed1ng l\u01b0u tr\u1eef n\u0103ng l\u01b0\u1ee3ng (ESS) y\u00eau c\u1ea7u t\u1ee5 \u0111i\u1ec7n ch\u1ecbu \u0111\u01b0\u1ee3c d\u00f2ng \u0111i\u1ec7n xoay chi\u1ec1u l\u1edbn, \u0111i\u1ec7n \u00e1p cao v\u00e0 nhi\u1ec7t \u0111\u1ed9 kh\u1eafc nghi\u1ec7t. Nhu c\u1ea7u v\u1ec1 t\u1ee5 \u0111i\u1ec7n m\u00e0ng (AC\/DC link) v\u00e0 t\u1ee5 \u0111i\u1ec7n si\u00eau t\u1ee5 t\u0103ng m\u1ea1nh theo t\u1ed1c \u0111\u1ed9 l\u1eafp \u0111\u1eb7t n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o to\u00e0n c\u1ea7u.
\n– **T\u1ef1 \u0111\u1ed9ng h\u00f3a c\u00f4ng nghi\u1ec7p & Robot**: C\u00e1c h\u1ec7 th\u1ed1ng CNC, robot h\u00e0n, v\u00e0 thi\u1ebft b\u1ecb IoT c\u00f4ng nghi\u1ec7p \u0111\u00f2i h\u1ecfi t\u1ee5 \u0111i\u1ec7n c\u00f3 \u0111\u1ed9 \u1ed5n \u0111\u1ecbnh nhi\u1ec7t cao v\u00e0 tu\u1ed5i th\u1ecd l\u00ean \u0111\u1ebfn 10.000 gi\u1edd, th\u00fac \u0111\u1ea9y s\u1ea3n xu\u1ea5t t\u1ee5 \u0111i\u1ec7n h\u00f3a nh\u00f4m ch\u1ecbu nhi\u1ec7t (105\u00b0C tr\u1edf l\u00ean) v\u00e0 t\u1ee5 \u0111i\u1ec7n polymer.<\/p>\n

3. \u0110\u1ed9ng L\u1ef1c Th\u01b0\u01a1ng M\u1ea1i To\u00e0n C\u1ea7u & Chu\u1ed7i Cung \u1ee8ng<\/h3>\n

– **S\u1ef1 th\u1ed1ng tr\u1ecb c\u1ee7a \u0110\u00f4ng \u00c1**: Nh\u1eadt B\u1ea3n (Murata, TDK, Nichicon), H\u00e0n Qu\u1ed1c (Samsung Electro-Mechanics, Samwha) v\u00e0 \u0110\u00e0i Loan (Yageo, Walsin) chi\u1ebfm h\u01a1n 70% th\u1ecb ph\u1ea7n s\u1ea3n xu\u1ea5t t\u1ee5 \u0111i\u1ec7n to\u00e0n c\u1ea7u. Trung Qu\u1ed1c \u0111\u1ea1i l\u1ee5c \u0111ang gia t\u0103ng n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t MLCC v\u00e0 t\u1ee5 \u0111i\u1ec7n h\u00f3a nh\u00f4m c\u1ea5p th\u1ea5p, t\u1eadp trung v\u00e0o th\u1ecb tr\u01b0\u1eddng n\u1ed9i \u0111\u1ecba v\u00e0 xu\u1ea5t kh\u1ea9u gi\u00e1 r\u1ebb.
\n– **T\u00e1c \u0111\u1ed9ng c\u1ee7a c\u0103ng th\u1eb3ng th\u01b0\u01a1ng m\u1ea1i M\u1ef9-Trung**: Thu\u1ebf quan v\u00e0 l\u1ec7nh c\u1ea5m v\u1eadn c\u00f4ng ngh\u1ec7 bu\u1ed9c c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t linh ki\u1ec7n \u0111i\u1ec7n t\u1eed ph\u1ea3i \u0111a d\u1ea1ng h\u00f3a chu\u1ed7i cung \u1ee9ng. Xu h\u01b0\u1edbng “Trung Qu\u1ed1c +1” (chuy\u1ec3n s\u1ea3n xu\u1ea5t sang \u1ea4n \u0110\u1ed9, \u0110\u00f4ng Nam \u00c1) \u0111ang di\u1ec5n ra, nh\u01b0ng v\u1eabn g\u1eb7p kh\u00f3 kh\u0103n do thi\u1ebfu h\u1ee5t h\u1ea1 t\u1ea7ng k\u1ef9 thu\u1eadt v\u00e0 lao \u0111\u1ed9ng tay ngh\u1ec1 cao.
\n– **Gi\u00e1 nguy\u00ean li\u1ec7u th\u00f4 & \u00c1p l\u1ef1c chi ph\u00ed**: Gi\u00e1 niken, nh\u00f4m, tantali v\u00e0 \u0111\u1ea5t hi\u1ebfm (d\u00f9ng trong \u0111i\u1ec7n m\u00f4i) bi\u1ebfn \u0111\u1ed9ng m\u1ea1nh do xung \u0111\u1ed9t \u0111\u1ecba ch\u00ednh tr\u1ecb. C\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t \u0111ang \u0111\u1ea9y m\u1ea1nh t\u00e1i ch\u1ebf nguy\u00ean li\u1ec7u v\u00e0 ph\u00e1t tri\u1ec3n v\u1eadt li\u1ec7u thay th\u1ebf (v\u00ed d\u1ee5: polymer d\u1eabn \u0111i\u1ec7n thay th\u1ebf cho ch\u1ea5t \u0111i\u1ec7n ph\u00e2n l\u1ecfng) \u0111\u1ec3 gi\u1ea3m ph\u1ee5 thu\u1ed9c.
\n– **Quy \u0111\u1ecbnh m\u00f4i tr\u01b0\u1eddng**: Ch\u1ec9 th\u1ecb RoHS (h\u1ea1n ch\u1ebf ch\u1ea5t \u0111\u1ed9c h\u1ea1i) v\u00e0 WEEE (x\u1eed l\u00fd ch\u1ea5t th\u1ea3i \u0111i\u1ec7n t\u1eed) c\u1ee7a EU bu\u1ed9c c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t t\u1ee5 \u0111i\u1ec7n ph\u1ea3i lo\u1ea1i b\u1ecf ch\u00ec, th\u1ee7y ng\u00e2n v\u00e0 c\u1ea3i thi\u1ec7n kh\u1ea3 n\u0103ng t\u00e1i ch\u1ebf. \u0110i\u1ec1u n\u00e0y th\u00fac \u0111\u1ea9y s\u1ef1 ph\u00e1t tri\u1ec3n c\u1ee7a t\u1ee5 \u0111i\u1ec7n kh\u00f4ng ch\u00ec (Lead-free) v\u00e0 t\u1ee5 \u0111i\u1ec7n ph\u00e2n h\u1ee7y sinh h\u1ecdc.<\/p>\n

4. D\u1ef1 B\u00e1o & Khuy\u1ebfn Ngh\u1ecb Chi\u1ebfn L\u01b0\u1ee3c<\/h3>\n

– **T\u0103ng tr\u01b0\u1edfng k\u00e9p**: Th\u1ecb tr\u01b0\u1eddng t\u1ee5 \u0111i\u1ec7n to\u00e0n c\u1ea7u d\u1ef1 ki\u1ebfn \u0111\u1ea1t 45-50 t\u1ef7 USD v\u00e0o n\u0103m 2028, v\u1edbi CAGR 6-8%. M\u1ea3ng t\u1ee5 \u0111i\u1ec7n si\u00eau t\u1ee5 v\u00e0 MLCC cao c\u1ea5p s\u1ebd t\u0103ng tr\u01b0\u1edfng nhanh nh\u1ea5t (CAGR 12-15%).
\n– **R\u1ee7i ro**: S\u1ef1 ph\u1ee5 thu\u1ed9c v\u00e0o chu\u1ed7i cung \u1ee9ng t\u1eadp trung t\u1ea1i \u0110\u00f4ng \u00c1, bi\u1ebfn \u0111\u1ed9ng gi\u00e1 nguy\u00ean li\u1ec7u th\u00f4 v\u00e0 s\u1ef1 ch\u1eefng l\u1ea1i c\u1ee7a th\u1ecb tr\u01b0\u1eddng \u0111i\u1ec7n t\u1eed ti\u00eau d\u00f9ng cu\u1ed1i n\u0103m 2024.
\n– **C\u01a1 h\u1ed9i**: \u0110\u1ea7u t\u01b0 v\u00e0o R&D t\u1ee5 \u0111i\u1ec7n cho \u1ee9ng d\u1ee5ng n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o v\u00e0 EV, ph\u00e1t tri\u1ec3n t\u1ee5 \u0111i\u1ec7n linh ho\u1ea1t (flexible capacitors) cho thi\u1ebft b\u1ecb \u0111eo th\u00f4ng minh, v\u00e0 m\u1edf r\u1ed9ng s\u1ea3n xu\u1ea5t t\u1ea1i \u1ea4n \u0110\u1ed9 ho\u1eb7c Vi\u1ec7t Nam \u0111\u1ec3 h\u01b0\u1edfng l\u1ee3i t\u1eeb c\u00e1c hi\u1ec7p \u0111\u1ecbnh th\u01b0\u01a1ng m\u1ea1i t\u1ef1 do.h2{color:#23416b!important; border-bottom:2px solid #eee!important; padding-bottom:5px!important; margin-top:25px!important;} p{margin-bottom:1.5em!important; line-height:1.7!important;}<\/p>\n","protected":false},"excerpt":{"rendered":"

B\u00e1o C\u00e1o Th\u1ecb Tr\u01b0\u1eddng T\u1ee5 \u0110i\u1ec7n To\u00e0n C\u1ea7u: \u0110\u1ed5i M\u1edbi C\u00f4ng Ngh\u1ec7, Nhu C\u1ea7u Th\u1ecb Tr\u01b0\u1eddng & \u0110\u1ed9ng L\u1ef1c Th\u01b0\u01a1ng M\u1ea1i<\/p>\n

1. T\u1ed5ng Quan Th\u1ecb Tr\u01b0\u1eddng & Xu H\u01b0\u1edbng C\u00f4ng Ngh\u1ec7<\/p>\n

Th\u1ecb tr\u01b0\u1eddng t\u1ee5 \u0111i\u1ec7n to\u00e0n c\u1ea7u \u0111ang tr\u1ea3i qua giai \u0111o\u1ea1n chuy\u1ec3n \u0111\u1ed5i s\u00e2u s\u1eafc, \u0111\u01b0\u1ee3c th\u00fac \u0111\u1ea9y b\u1edfi nhu c\u1ea7u v\u1ec1 hi\u1ec7u su\u1ea5t n\u0103ng l\u01b0\u1ee3ng cao h\u01a1n, thu nh\u1ecf k\u00edch th\u01b0\u1edbc linh k<\/p>\n","protected":false},"author":235,"featured_media":0,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"neve_meta_sidebar":"","neve_meta_container":"","neve_meta_enable_content_width":"","neve_meta_content_width":0,"neve_meta_title_alignment":"","neve_meta_author_avatar":"","neve_post_elements_order":"","neve_meta_disable_header":"","neve_meta_disable_footer":"","neve_meta_disable_title":"","footnotes":""},"categories":[1403],"tags":[1635,1583,5091,1633,1009],"class_list":["post-2649","post","type-post","status-publish","format-standard","hentry","category-electrical-capacitors","tag-mlcc","tag-nang-luong-tai-tao","tag-sieu-tu","tag-tu-dien","tag-xe-dien"],"_links":{"self":[{"href":"https:\/\/a.slayhot.com\/index.php?rest_route=\/wp\/v2\/posts\/2649","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/a.slayhot.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/a.slayhot.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/a.slayhot.com\/index.php?rest_route=\/wp\/v2\/users\/235"}],"replies":[{"embeddable":true,"href":"https:\/\/a.slayhot.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2649"}],"version-history":[{"count":0,"href":"https:\/\/a.slayhot.com\/index.php?rest_route=\/wp\/v2\/posts\/2649\/revisions"}],"wp:attachment":[{"href":"https:\/\/a.slayhot.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2649"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/a.slayhot.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2649"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/a.slayhot.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2649"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}