{"id":2811,"date":"2026-05-11T16:33:34","date_gmt":"2026-05-11T16:33:34","guid":{"rendered":"https:\/\/a.slayhot.com\/?p=2811"},"modified":"2026-05-11T16:33:34","modified_gmt":"2026-05-11T16:33:34","slug":"thi-truong-tu-dien-toan-cau-bung-no-nho-nhu-cau-xe-dien-va-nang-luong-tai-tao-2","status":"publish","type":"post","link":"https:\/\/a.slayhot.com\/?p=2811","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 v\u00e0 \u0110\u1ed9ng L\u1ef1c Th\u01b0\u01a1ng M\u1ea1i<\/h2>\n

1. T\u1ed5ng Quan V\u1ec1 B\u1ed1i C\u1ea3nh C\u00f4ng Ngh\u1ec7 v\u00e0 \u0110\u1ed5i M\u1edbi<\/h3>\n

Ng\u00e0nh t\u1ee5 \u0111i\u1ec7n \u0111ang ch\u1ee9ng ki\u1ebfn m\u1ed9t cu\u1ed9c c\u00e1ch m\u1ea1ng v\u1ec1 v\u1eadt li\u1ec7u v\u00e0 thi\u1ebft k\u1ebf, th\u00fac \u0111\u1ea9y b\u1edfi nhu c\u1ea7u v\u1ec1 hi\u1ec7u su\u1ea5t cao v\u00e0 thu nh\u1ecf k\u00edch th\u01b0\u1edbc. C\u00e1c \u0111\u1ed9t ph\u00e1 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 v\u00e0 Samsung Electro-Mechanics \u0111\u00e3 \u0111\u1ea1t \u0111\u01b0\u1ee3c m\u1eadt \u0111\u1ed9 \u0111i\u1ec7n dung v\u01b0\u1ee3t tr\u1ed9i (l\u00ean \u0111\u1ebfn 100 \u00b5F trong v\u1ecf 0402) nh\u1edd k\u1ef9 thu\u1eadt x\u1ebfp l\u1edbp si\u00eau m\u1ecfng (d\u01b0\u1edbi 0,5 \u00b5m) v\u00e0 s\u1eed d\u1ee5ng v\u1eadt li\u1ec7u \u0111i\u1ec7n m\u00f4i c\u00f3 h\u1eb1ng s\u1ed1 \u0111i\u1ec7n m\u00f4i cao (X7R, C0G c\u1ea3i ti\u1ebfn). \u0110i\u1ec1u n\u00e0y \u0111\u00e1p \u1ee9ng y\u00eau c\u1ea7u c\u1ee7a c\u00e1c thi\u1ebft b\u1ecb di \u0111\u1ed9ng, AI v\u00e0 m\u00e1y t\u00ednh hi\u1ec7u n\u0103ng cao.<\/p>\n

– **T\u1ee5 \u0111i\u1ec7n polymer v\u00e0 nh\u00f4m lai (Hybrid)**: S\u1ef1 k\u1ebft h\u1ee3p gi\u1eefa ch\u1ea5t \u0111i\u1ec7n ph\u00e2n l\u1ecfng v\u00e0 polymer d\u1eabn \u0111i\u1ec7n gi\u00fap gi\u1ea3m ESR (\u0110i\u1ec7n tr\u1edf n\u1ed1i ti\u1ebfp t\u01b0\u01a1ng \u0111\u01b0\u01a1ng) xu\u1ed1ng m\u1ee9c th\u1ea5p k\u1ef7 l\u1ee5c, \u0111\u1ed3ng th\u1eddi t\u0103ng tu\u1ed5i th\u1ecd v\u00e0 kh\u1ea3 n\u0103ng ch\u1ecbu nhi\u1ec7t (l\u00ean \u0111\u1ebfn 125\u00b0C). C\u00f4ng ngh\u1ec7 n\u00e0y \u0111ang thay th\u1ebf d\u1ea7n t\u1ee5 \u0111i\u1ec7n nh\u00f4m truy\u1ec1n th\u1ed1ng trong c\u00e1c \u1ee9ng d\u1ee5ng ngu\u1ed3n chuy\u1ec3n m\u1ea1ch (SMPS) v\u00e0 b\u1ed9 bi\u1ebfn t\u1ea7n xe \u0111i\u1ec7n.<\/p>\n

– **T\u1ee5 \u0111i\u1ec7n film cho n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o**: V\u1eadt li\u1ec7u polypropylene kim lo\u1ea1i h\u00f3a (MKP) \u0111\u01b0\u1ee3c t\u1ed1i \u01b0u h\u00f3a \u0111\u1ec3 ch\u1ecbu \u0111\u01b0\u1ee3c d\u00f2ng \u0111i\u1ec7n xung l\u1edbn v\u00e0 \u0111i\u1ec7n \u00e1p cao (tr\u00ean 1000V). C\u00e1c c\u1ea3i ti\u1ebfn v\u1ec1 k\u1ef9 thu\u1eadt qu\u1ea5n v\u00e0 h\u00e0n si\u00eau \u00e2m gi\u00fap gi\u1ea3m k\u00edch th\u01b0\u1edbc t\u1edbi 30% so v\u1edbi th\u1ebf h\u1ec7 tr\u01b0\u1edbc, ph\u1ee5c v\u1ee5 cho h\u1ec7 th\u1ed1ng l\u01b0u tr\u1eef n\u0103ng l\u01b0\u1ee3ng v\u00e0 inverter n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi.<\/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 ba m\u1ea3ng ch\u00ednh:<\/p>\n

– **\u0110i\u1ec7n t\u1eed ti\u00eau d\u00f9ng & Vi\u1ec5n th\u00f4ng (chi\u1ebfm 40% th\u1ecb ph\u1ea7n)**: S\u1ef1 b\u00f9ng n\u1ed5 c\u1ee7a 5G\/6G v\u00e0 thi\u1ebft b\u1ecb IoT \u0111\u00f2i h\u1ecfi t\u1ee5 \u0111i\u1ec7n c\u00f3 t\u1ea7n s\u1ed1 ho\u1ea1t \u0111\u1ed9ng cao (GHz) v\u00e0 \u0111\u1ed9 \u1ed5n \u0111\u1ecbnh nhi\u1ec7t tuy\u1ec7t \u0111\u1ed1i. C\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t \u0111ang \u0111\u1ea9y m\u1ea1nh s\u1ea3n xu\u1ea5t MLCC c\u1ee1 008004 inch cho smartphone th\u1ebf h\u1ec7 m\u1edbi.<\/p>\n

– **Xe \u0111i\u1ec7n (EV) & H\u1ec7 th\u1ed1ng pin (chi\u1ebfm 25% th\u1ecb ph\u1ea7n v\u00e0 t\u0103ng tr\u01b0\u1edfng CAGR 18%)**: M\u1ed7i xe \u0111i\u1ec7n c\u1ea7n trung b\u00ecnh 8.000-12.000 t\u1ee5 \u0111i\u1ec7n, ch\u1ee7 y\u1ebfu l\u00e0 MLCC v\u00e0 t\u1ee5 film ch\u1ecbu nhi\u1ec7t cao. Nhu c\u1ea7u v\u1ec1 t\u1ee5 \u0111i\u1ec7n DC-Link cho b\u1ed9 chuy\u1ec3n \u0111\u1ed5i DC-DC v\u00e0 inverter \u0111ang t\u0103ng v\u1ecdt, \u0111\u1eb7c bi\u1ec7t t\u1ea1i Trung Qu\u1ed1c v\u00e0 ch\u00e2u \u00c2u.<\/p>\n

– **N\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o & C\u01a1 s\u1edf h\u1ea1 t\u1ea7ng (chi\u1ebfm 20% th\u1ecb ph\u1ea7n)**: C\u00e1c d\u1ef1 \u00e1n n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi v\u00e0 gi\u00f3 quy m\u00f4 l\u1edbn y\u00eau c\u1ea7u t\u1ee5 \u0111i\u1ec7n film c\u00f4ng su\u1ea5t cao (tr\u00ean 10.000 \u00b5F) \u0111\u1ec3 \u1ed5n \u0111\u1ecbnh l\u01b0\u1edbi \u0111i\u1ec7n. Th\u1ecb tr\u01b0\u1eddng n\u00e0y d\u1ef1 ki\u1ebfn \u0111\u1ea1t 5,2 t\u1ef7 USD v\u00e0o n\u0103m 2028.<\/p>\n

3. \u0110\u1ed9ng L\u1ef1c Th\u01b0\u01a1ng M\u1ea1i To\u00e0n C\u1ea7u v\u00e0 \u0110\u1ecba Ch\u00ednh Tr\u1ecb<\/h3>\n

Chu\u1ed7i cung \u1ee9ng t\u1ee5 \u0111i\u1ec7n \u0111ang tr\u1ea3i qua s\u1ef1 t\u00e1i c\u1ea5u tr\u00fac s\u00e2u s\u1eafc do c\u00e1c y\u1ebfu t\u1ed1 \u0111\u1ecba ch\u00ednh tr\u1ecb v\u00e0 logistics:<\/p>\n

– **S\u1ef1 th\u1ed1ng tr\u1ecb c\u1ee7a \u0110\u00f4ng \u00c1**: Nh\u1eadt B\u1ea3n (Murata, TDK), H\u00e0n Qu\u1ed1c (Samsung Electro-Mechanics) v\u00e0 \u0110\u00e0i Loan (Yageo) ki\u1ec3m so\u00e1t h\u01a1n 70% th\u1ecb tr\u01b0\u1eddng MLCC to\u00e0n c\u1ea7u. Tuy nhi\u00ean, c\u00e1c l\u1ec7nh tr\u1eebng ph\u1ea1t c\u00f4ng ngh\u1ec7 v\u00e0 s\u1ef1 c\u1ea1nh tranh M\u1ef9-Trung \u0111ang th\u00fac \u0111\u1ea9y Trung Qu\u1ed1c m\u1edf r\u1ed9ng n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t n\u1ed9i \u0111\u1ecba, \u0111\u1eb7c bi\u1ec7t l\u00e0 t\u1ee5 \u0111i\u1ec7n nh\u00f4m v\u00e0 polymer gi\u00e1 r\u1ebb.<\/p>\n

– **Xu h\u01b0\u1edbng \u0111a d\u1ea1ng h\u00f3a ngu\u1ed3n cung**: C\u00e1c t\u1eadp \u0111o\u00e0n ph\u01b0\u01a1ng T\u00e2y (Vishay, KEMET) \u0111ang \u0111\u1ea7u t\u01b0 m\u1ea1nh v\u00e0o c\u00e1c nh\u00e0 m\u00e1y t\u1ea1i Mexico v\u00e0 \u0110\u00f4ng \u00c2u nh\u1eb1m gi\u1ea3m ph\u1ee5 thu\u1ed9c v\u00e0o ch\u00e2u \u00c1. \u0110\u1ed3ng th\u1eddi, \u1ea4n \u0110\u1ed9 n\u1ed5i l\u00ean nh\u01b0 m\u1ed9t trung t\u00e2m s\u1ea3n xu\u1ea5t m\u1edbi nh\u1edd ch\u00ednh s\u00e1ch PLI (Production-Linked Incentive) cho linh ki\u1ec7n \u0111i\u1ec7n t\u1eed.<\/p>\n

– **Bi\u1ebfn \u0111\u1ed9ng gi\u00e1 nguy\u00ean li\u1ec7u**: Gi\u00e1 niken (th\u00e0nh ph\u1ea7n ch\u00ednh trong \u0111i\u1ec7n c\u1ef1c MLCC) v\u00e0 nh\u00f4m t\u0103ng 35% trong n\u0103m 2023-2024 \u0111\u00e3 \u0111\u1ea9y gi\u00e1 th\u00e0nh s\u1ea3n xu\u1ea5t l\u00ean cao. C\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t bu\u1ed9c ph\u1ea3i chuy\u1ec3n chi ph\u00ed sang kh\u00e1ch h\u00e0ng, d\u1eabn \u0111\u1ebfn gi\u00e1 t\u1ee5 \u0111i\u1ec7n t\u0103ng 8-12% tr\u00ean to\u00e0n c\u1ea7u.<\/p>\n

4. Tri\u1ec3n V\u1ecdng Chi\u1ebfn L\u01b0\u1ee3c v\u00e0 Khuy\u1ebfn Ngh\u1ecb<\/h3>\n

– **C\u00f4ng ngh\u1ec7**: \u0110\u1ea7u t\u01b0 v\u00e0o t\u1ee5 \u0111i\u1ec7n si\u00eau nh\u1ecf (SiP – System in Package) v\u00e0 t\u1ee5 \u0111i\u1ec7n d\u1ea1ng m\u00e0ng m\u1ecfng (thin-film) cho \u1ee9ng d\u1ee5ng MEMS v\u00e0 c\u1ea3m bi\u1ebfn.
\n– **Th\u1ecb tr\u01b0\u1eddng**: T\u1eadp trung v\u00e0o ng\u00e0nh xe \u0111i\u1ec7n v\u00e0 n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o, n\u01a1i c\u00f3 bi\u00ean l\u1ee3i nhu\u1eadn cao v\u00e0 t\u0103ng tr\u01b0\u1edfng b\u1ec1n v\u1eefng.
\n– **Th\u01b0\u01a1ng m\u1ea1i**: X\u00e2y d\u1ef1ng chu\u1ed7i cung \u1ee9ng k\u00e9p (dual sourcing) v\u00e0 h\u1ee3p t\u00e1c v\u1edbi c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t t\u1ea1i \u0110\u00f4ng Nam \u00c1 \u0111\u1ec3 gi\u1ea3m r\u1ee7i ro \u0111\u1ecba ch\u00ednh tr\u1ecb.<\/p>\n

K\u1ebft Lu\u1eadn<\/h3>\n

Th\u1ecb tr\u01b0\u1eddng t\u1ee5 \u0111i\u1ec7n to\u00e0n c\u1ea7u \u0111ang b\u01b0\u1edbc v\u00e0o giai \u0111o\u1ea1n chuy\u1ec3n \u0111\u1ed5i s\u00e2u s\u1eafc, n\u01a1i \u0111\u1ed5i m\u1edbi c\u00f4ng ngh\u1ec7 v\u00e0 t\u00e1i c\u1ea5u tr\u00fac th\u01b0\u01a1ng m\u1ea1i l\u00e0 ch\u00eca kh\u00f3a c\u1ea1nh tranh. C\u00e1c doanh nghi\u1ec7p c\u1ea7n nhanh ch\u00f3ng th\u00edch \u1ee9ng v\u1edbi xu h\u01b0\u1edbng thu nh\u1ecf, hi\u1ec7u su\u1ea5t cao v\u00e0 \u0111a d\u1ea1ng h\u00f3a ngu\u1ed3n cung \u0111\u1ec3 duy tr\u00ec v\u1ecb th\u1ebf.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 v\u00e0 \u0110\u1ed9ng L\u1ef1c Th\u01b0\u01a1ng M\u1ea1i<\/p>\n

1. T\u1ed5ng Quan V\u1ec1 B\u1ed1i C\u1ea3nh C\u00f4ng Ngh\u1ec7 v\u00e0 \u0110\u1ed5i M\u1edbi
\nNg\u00e0nh t\u1ee5 \u0111i\u1ec7n \u0111ang ch\u1ee9ng ki\u1ebfn m\u1ed9t cu\u1ed9c c\u00e1ch m\u1ea1ng v\u1ec1 v\u1eadt li\u1ec7u v\u00e0 thi\u1ebft k\u1ebf, th\u00fac \u0111\u1ea9y b\u1edfi nhu c\u1ea7u v\u1ec1 hi\u1ec7u su\u1ea5t cao v\u00e0 thu nh\u1ecf k\u00edch th\u01b0\u1edbc. C\u00e1c \u0111\u1ed9t ph\u00e1 ch\u00ednh ba<\/p>\n","protected":false},"author":87,"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":[5475,5474,5472,5473,1009],"class_list":["post-2811","post","type-post","status-publish","format-standard","hentry","category-electrical-capacitors","tag-chuoi-cung-ung-linh-kien","tag-tu-dien-film","tag-tu-dien-gom","tag-tu-dien-nhom","tag-xe-dien"],"_links":{"self":[{"href":"https:\/\/a.slayhot.com\/index.php?rest_route=\/wp\/v2\/posts\/2811","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\/87"}],"replies":[{"embeddable":true,"href":"https:\/\/a.slayhot.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2811"}],"version-history":[{"count":0,"href":"https:\/\/a.slayhot.com\/index.php?rest_route=\/wp\/v2\/posts\/2811\/revisions"}],"wp:attachment":[{"href":"https:\/\/a.slayhot.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2811"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/a.slayhot.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2811"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/a.slayhot.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2811"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}