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 r\u1ed9ng, \u0111\u01b0\u1ee3c th\u00fac \u0111\u1ea9y b\u1edfi nhu c\u1ea7u ng\u00e0y c\u00e0ng t\u0103ng v\u1ec1 hi\u1ec7u su\u1ea5t n\u0103ng l\u01b0\u1ee3ng, thu nh\u1ecf k\u00edch th\u01b0\u1edbc linh ki\u1ec7n v\u00e0 kh\u1ea3 n\u0103ng ch\u1ecbu nhi\u1ec7t cao. 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 \u0111\u00e3 ph\u00e1t tri\u1ec3n MLCC v\u1edbi m\u1eadt \u0111\u1ed9 \u0111i\u1ec7n dung v\u01b0\u1ee3t tr\u1ed9i (l\u00ean \u0111\u1ebfn 100\u00b5F trong g\u00f3i 0402), nh\u1edd k\u1ef9 thu\u1eadt x\u1ebfp l\u1edbp si\u00eau m\u1ecfng d\u01b0\u1edbi 0.5\u00b5m. C\u00f4ng ngh\u1ec7 n\u00e0y \u0111\u00e1p \u1ee9ng nhu c\u1ea7u c\u1ee7a \u0111i\u1ec7n tho\u1ea1i th\u00f4ng minh 5G, m\u00e1y t\u00ednh x\u00e1ch tay si\u00eau m\u1ecfng v\u00e0 thi\u1ebft b\u1ecb IoT.
\n– **T\u1ee5 \u0111i\u1ec7n phim polymer kim lo\u1ea1i h\u00f3a**: \u0110\u1ed9t ph\u00e1 trong v\u1eadt li\u1ec7u polypropylene v\u00e0 polyester cho ph\u00e9p t\u1ee5 \u0111i\u1ec7n ch\u1ecbu \u0111\u01b0\u1ee3c \u0111i\u1ec7n \u00e1p cao (tr\u00ean 1000V) v\u1edbi \u0111\u1ed9 t\u1ef1 c\u1ea3m th\u1ea5p (ESL) v\u00e0 t\u1ed5n hao \u0111i\u1ec7n m\u00f4i t\u1ed1i thi\u1ec3u. \u1ee8ng d\u1ee5ng ch\u00ednh trong b\u1ed9 bi\u1ebfn t\u1ea7n n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi v\u00e0 xe \u0111i\u1ec7n (EV).
\n– **T\u1ee5 \u0111i\u1ec7n si\u00eau t\u1ee5 (Supercapacitor)**: C\u00f4ng ngh\u1ec7 \u0111i\u1ec7n c\u1ef1c carbon aerogel v\u00e0 graphene \u0111\u00e3 n\u00e2ng m\u1eadt \u0111\u1ed9 n\u0103ng l\u01b0\u1ee3ng l\u00ean 10-15 Wh\/kg, m\u1edf ra \u1ee9ng d\u1ee5ng trong h\u1ec7 th\u1ed1ng phanh t\u00e1i t\u1ea1o c\u1ee7a xe bu\u00fdt \u0111i\u1ec7n v\u00e0 l\u01b0u tr\u1eef n\u0103ng l\u01b0\u1ee3ng t\u1ee9c th\u1eddi cho l\u01b0\u1edbi \u0111i\u1ec7n th\u00f4ng minh.
\n– **T\u1ee5 \u0111i\u1ec7n tantalum polymer**: S\u1eed d\u1ee5ng polymer d\u1eabn \u0111i\u1ec7n thay v\u00ec MnO\u2082 gi\u00fap gi\u1ea3m \u0111\u00e1ng k\u1ec3 nguy c\u01a1 ch\u00e1y n\u1ed5, \u0111\u1ed3ng th\u1eddi t\u0103ng \u0111\u1ed9 \u1ed5n \u0111\u1ecbnh nhi\u1ec7t (l\u00ean \u0111\u1ebfn 125\u00b0C), \u0111\u01b0\u1ee3c \u01b0a chu\u1ed9ng trong thi\u1ebft b\u1ecb y t\u1ebf c\u1ea5y gh\u00e9p v\u00e0 h\u00e0ng kh\u00f4ng v\u0169 tr\u1ee5.<\/p>\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
– **Ng\u00e0nh \u0111i\u1ec7n t\u1eed ti\u00eau d\u00f9ng**: Chi\u1ebfm h\u01a1n 35% th\u1ecb ph\u1ea7n to\u00e0n c\u1ea7u. S\u1ef1 b\u00f9ng n\u1ed5 c\u1ee7a thi\u1ebft b\u1ecb \u0111eo th\u00f4ng minh (smartwatch, TWS) v\u00e0 m\u00e1y t\u00ednh b\u1ea3ng y\u00eau c\u1ea7u t\u1ee5 \u0111i\u1ec7n c\u00f3 k\u00edch th\u01b0\u1edbc si\u00eau nh\u1ecf nh\u01b0ng dung l\u01b0\u1ee3ng cao. Th\u1ecb tr\u01b0\u1eddng MLCC d\u1ef1 ki\u1ebfn \u0111\u1ea1t 15 t\u1ef7 USD v\u00e0o n\u0103m 2027, v\u1edbi CAGR 7.2%.
\n– **Ng\u00e0nh \u00f4 t\u00f4 \u0111i\u1ec7n (EV) v\u00e0 hybrid**: M\u1ed7i xe \u0111i\u1ec7n c\u1ea7n trung b\u00ecnh 10.000-12.000 t\u1ee5 \u0111i\u1ec7n (g\u1ea5p 3-4 l\u1ea7n xe x\u0103ng), bao g\u1ed3m MLCC cho h\u1ec7 th\u1ed1ng ADAS, t\u1ee5 \u0111i\u1ec7n phim cho b\u1ed9 s\u1ea1c tr\u00ean xe (OBC) v\u00e0 t\u1ee5 \u0111i\u1ec7n si\u00eau t\u1ee5 cho h\u1ec7 th\u1ed1ng kh\u1edfi \u0111\u1ed9ng-d\u1eebng. Doanh s\u1ed1 EV to\u00e0n c\u1ea7u n\u0103m 2023 \u0111\u1ea1t 14 tri\u1ec7u xe, th\u00fac \u0111\u1ea9y nhu c\u1ea7u t\u1ee5 \u0111i\u1ec7n c\u00f4ng su\u1ea5t cao.
\n– **N\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o v\u00e0 h\u1ea1 t\u1ea7ng l\u01b0\u1edbi \u0111i\u1ec7n**: C\u00e1c d\u1ef1 \u00e1n \u0111i\u1ec7n gi\u00f3, \u0111i\u1ec7n m\u1eb7t tr\u1eddi c\u1ea7n t\u1ee5 \u0111i\u1ec7n DC-link c\u00f4ng su\u1ea5t l\u1edbn (l\u00ean \u0111\u1ebfn 2000\u00b5F) \u0111\u1ec3 gi\u1ea3m g\u1ee3n s\u00f3ng \u0111i\u1ec7n \u00e1p. Th\u1ecb tr\u01b0\u1eddng t\u1ee5 \u0111i\u1ec7n phim c\u00f4ng su\u1ea5t cao d\u1ef1 ki\u1ebfn t\u0103ng 9% m\u1ed7i n\u0103m nh\u1edd \u0111\u1ea7u t\u01b0 v\u00e0o tr\u1ea1m s\u1ea1c nhanh v\u00e0 h\u1ec7 th\u1ed1ng l\u01b0u tr\u1eef n\u0103ng l\u01b0\u1ee3ng (BESS).<\/p>\n
Th\u01b0\u01a1ng m\u1ea1i t\u1ee5 \u0111i\u1ec7n \u0111ang ch\u1ecbu t\u00e1c \u0111\u1ed9ng m\u1ea1nh t\u1eeb c\u00e1c y\u1ebfu t\u1ed1 \u0111\u1ecba ch\u00ednh tr\u1ecb v\u00e0 chu\u1ed7i cung \u1ee9ng:<\/p>\n
– **S\u1ef1 th\u1ed1ng tr\u1ecb c\u1ee7a ch\u00e2u \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 60% th\u1ecb tr\u01b0\u1eddng MLCC. Trung Qu\u1ed1c \u0111\u1ea1i l\u1ee5c \u0111ang gia t\u0103ng s\u1ea3n xu\u1ea5t t\u1ee5 \u0111i\u1ec7n nh\u00f4m v\u00e0 phim, nh\u01b0ng ph\u1ee5 thu\u1ed9c n\u1eb7ng v\u00e0o nguy\u00ean li\u1ec7u nh\u1eadp kh\u1ea9u (b\u1ed9t tantalum t\u1eeb Congo, polymer t\u1eeb \u0110\u1ee9c).
\n– **C\u0103ng th\u1eb3ng th\u01b0\u01a1ng m\u1ea1i M\u1ef9-Trung**: C\u00e1c l\u1ec7nh tr\u1eebng ph\u1ea1t c\u00f4ng ngh\u1ec7 cao khi\u1ebfn nhi\u1ec1u nh\u00e0 s\u1ea3n xu\u1ea5t Trung Qu\u1ed1c chuy\u1ec3n h\u01b0\u1edbng sang n\u1ed9i \u0111\u1ecba h\u00f3a t\u1ee5 \u0111i\u1ec7n MLCC cho \u0111i\u1ec7n tho\u1ea1i Huawei, Xiaomi. \u0110i\u1ec1u n\u00e0y t\u1ea1o ra c\u01a1 h\u1ed9i cho c\u00e1c nh\u00e0 cung c\u1ea5p \u1ea4n \u0110\u1ed9 v\u00e0 Vi\u1ec7t Nam.
\n– **Gi\u00e1n \u0111o\u1ea1n chu\u1ed7i cung \u1ee9ng**: Cu\u1ed9c kh\u1ee7ng ho\u1ea3ng chip 2021-2023 \u0111\u00e3 l\u00e0m l\u1ed9 \u0111i\u1ec3m y\u1ebfu ph\u1ee5 thu\u1ed9c v\u00e0o m\u1ed9t s\u1ed1 \u00edt nh\u00e0 m\u00e1y t\u1ea1i Malaysia v\u00e0 Philippines. C\u00e1c t\u1eadp \u0111o\u00e0n \u0111a qu\u1ed1c gia \u0111ang \u0111a d\u1ea1ng h\u00f3a c\u01a1 s\u1edf s\u1ea3n xu\u1ea5t sang Mexico, \u1ea4n \u0110\u1ed9 v\u00e0 Vi\u1ec7t Nam, n\u01a1i c\u00f3 chi ph\u00ed lao \u0111\u1ed9ng th\u1ea5p v\u00e0 \u01b0u \u0111\u00e3i thu\u1ebf.
\n– **Bi\u1ebfn \u0111\u1ed9ng gi\u00e1 nguy\u00ean li\u1ec7u**: Gi\u00e1 nh\u00f4m t\u0103ng 40% (2022-2024) v\u00e0 tantalum t\u0103ng 25% do nhu c\u1ea7u t\u1eeb ng\u00e0nh h\u00e0ng kh\u00f4ng v\u0169 tr\u1ee5. C\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t bu\u1ed9c ph\u1ea3i chuy\u1ec3n sang t\u1ee5 \u0111i\u1ec7n g\u1ed1m v\u00e0 phim polymer \u0111\u1ec3 gi\u1ea3m ph\u1ee5 thu\u1ed9c v\u00e0o kim lo\u1ea1i hi\u1ebfm.<\/p>\n
– **\u0110\u1ea7u t\u01b0 v\u00e0o R&D**: \u01afu ti\u00ean ph\u00e1t tri\u1ec3n t\u1ee5 \u0111i\u1ec7n d\u1ef1a tr\u00ean v\u1eadt li\u1ec7u nano (carbon nanotube, MXene) \u0111\u1ec3 \u0111\u1ea1t m\u1eadt \u0111\u1ed9 n\u0103ng l\u01b0\u1ee3ng v\u01b0\u1ee3t tr\u1ed9i, ph\u1ee5c v\u1ee5 th\u1ecb tr\u01b0\u1eddng EV v\u00e0 drone.
\n– **M\u1edf r\u1ed9ng chu\u1ed7i cung \u1ee9ng khu v\u1ef1c**: C\u00e1c doanh nghi\u1ec7p Vi\u1ec7t Nam n\u00ean t\u1eadn d\u1ee5ng l\u1ee3i th\u1ebf lao \u0111\u1ed9ng tr\u1ebb, chi ph\u00ed th\u1ea5p \u0111\u1ec3 thu h\u00fat \u0111\u1ea7u t\u01b0 t\u1eeb Nh\u1eadt B\u1ea3n v\u00e0 H\u00e0n Qu\u1ed1c trong l\u0129nh v\u1ef1c l\u1eafp r\u00e1p MLCC v\u00e0 t\u1ee5 \u0111i\u1ec7n phim.
\n– **Chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ed1i ph\u00f3 r\u1ee7i ro**: Thi\u1ebft l\u1eadp h\u1ee3p \u0111\u1ed3ng d\u00e0i h\u1ea1n v\u1edbi nh\u00e0 cung c\u1ea5p nguy\u00ean li\u1ec7u (b\u1ed9t tantalum, foil nh\u00f4m) v\u00e0 d\u1ef1 tr\u1eef h\u00e0ng t\u1ed3n kho 6-9 th\u00e1ng \u0111\u1ec3 gi\u1ea3m t\u00e1c \u0111\u1ed9ng t\u1eeb bi\u1ebfn \u0111\u1ed9ng th\u01b0\u01a1ng m\u1ea1i.<\/p>\n
Th\u1ecb tr\u01b0\u1eddng t\u1ee5 \u0111i\u1ec7n \u0111ang \u1edf ng\u00e3 r\u1ebd quan tr\u1ecdng: c\u00f4ng ngh\u1ec7 si\u00eau nh\u1ecf h\u00f3a v\u00e0 n\u0103ng l\u01b0\u1ee3ng cao s\u1ebd \u0111\u1ecbnh h\u00ecnh l\u1ea1i c\u1ea1nh tranh, trong khi \u0111\u1ed9ng l\u1ef1c th\u01b0\u01a1ng m\u1ea1i \u0111a c\u1ef1c bu\u1ed9c c\u00e1c doanh nghi\u1ec7p ph\u1ea3i linh ho\u1ea1t trong chi\u1ebfn l\u01b0\u1ee3c s\u1ea3n xu\u1ea5t v\u00e0 ngu\u1ed3n cung. Vi\u1ec7t Nam c\u00f3 ti\u1ec1m n\u0103ng tr\u1edf th\u00e0nh trung t\u00e2m s\u1ea3n xu\u1ea5t th\u1ee9 c\u1ea5p n\u1ebfu nhanh ch\u00f3ng n\u00e2ng c\u1ea5p h\u1ea1 t\u1ea7ng v\u00e0 \u0111\u00e0o t\u1ea1o nh\u00e2n l\u1ef1c k\u1ef9 thu\u1eadt cao.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: Ph\u00e2n T\u00edch Chuy\u00ean S\u00e2u V\u1ec1 \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 Th\u1ecb Tr\u01b0\u1eddng V\u00e0 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 r\u1ed9ng, \u0111\u01b0\u1ee3c th\u00fac \u0111\u1ea9y b\u1edfi nhu c\u1ea7u ng\u00e0y c\u00e0ng t\u0103ng v\u1ec1 hi\u1ec7u su\u1ea5t n\u0103n<\/p>\n","protected":false},"author":76,"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":[398,1583,5091,5472,6758],"class_list":["post-3402","post","type-post","status-publish","format-standard","hentry","category-electrical-capacitors","tag-chuoi-cung-ung","tag-nang-luong-tai-tao","tag-sieu-tu","tag-tu-dien-gom","tag-vat-lieu-nano"],"_links":{"self":[{"href":"https:\/\/a.slayhot.com\/index.php?rest_route=\/wp\/v2\/posts\/3402","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\/76"}],"replies":[{"embeddable":true,"href":"https:\/\/a.slayhot.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=3402"}],"version-history":[{"count":0,"href":"https:\/\/a.slayhot.com\/index.php?rest_route=\/wp\/v2\/posts\/3402\/revisions"}],"wp:attachment":[{"href":"https:\/\/a.slayhot.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=3402"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/a.slayhot.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=3402"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/a.slayhot.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=3402"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}