Kev ua lag luam Outlook ntawm Silicon Hlau

Kev Lag Luam Loj: ~ 8.5 billion (2024)

Cov neeg tsim khoom sab saum toj: Tuam Tshoj (~ 70%), Norway, Brazil, u., Malaysia

Cov Ntawv Thov Tseem Ceeb:

Txhuas Alloys (55%) - Automotive, Aerospace, Kev Tsim Kho

Silicones & Tshuaj (20%) - Loob, cov nplaum, cov khoom siv kho mob

Hnub ci PV (15%) - polysilicon rau photovoltaic

Semiconductors (10%) - Electronics, evs, i kho vajtse

(1) Hnub ci zog nthuav dav

Hnub ci-qib silicon thov yuav loj hlob ntawm 8% cagr (2024-2030) Vim yog lub ntiaj teb txuas dua tshiab lub zog.

Tuam Tshoj, EU, thiab U {{. s}}}}}}}}}}}}}}}}}}}}}}}} {}.

(2) Txhuas Kev Lag Luam Kev Lag Luam

Lub teeb ci aluminium allicon alloys yog qhov tseem ceeb rau EVS thiab roj-txuag tsheb .

Cov khw muag khoom lag luam tawm (Is Nrias teb, Southeast Asia) tsav kev tsim-sector siv .

(3 )14 semiconductor & ev boom

Kev Loj-Ua Yeeb Yam Silicon yog qhov tseem ceeb rau cov chips, fais fab electronics, thiab cov roj teeb.

Ai / Data Center txoj kev loj hlob ntxiv kom nce soob soob

(4) Cov ntawv thov tshwm sim

Silicon anodes rau tom ntej-gen lithium-ion roj teeb (Tesla, Panasonic R & D).

Silicon carbide (sic) rau high-zog ev inverters thiab ceev-them lub tshuab.

(1) Lub Zog-Zog Kev Ntau Lawm

Smelting 1 tuj ntawm silicon yuav tsum muaj 12,,000}} {{} kwher-{} tus nqi hluav taws xob zoo.

Cov se carbon cov se hauv Tebchaws Europe yuav nce ntau lawm nqi .

(2) Suav teb cov kev ua lag luam tsis txaus ntseeg

Ntau dua 70% ntawm cov khoom siv thoob ntiaj teb los ntawm Tuam Tshoj (Yunnan, Xinjiang) .

Kev lag luam nruj (u {{. s} s}. Cov khoom siv tawm, EU kev tawm tsam kev sim) tuaj yeem cuam tshuam nrog cov saw hlau {}}

(3) txoj cai ib puag ncig

EU carbon ciam teb cov se (CBAM) tuaj yeem rau txim rau cov plaub-silliced silicon import .

Tuam Tshoj tus "Dl Tswj" Zog Txoj Cai SMELATATED SIST TSHUAB TXHAIS Tech .. {}}

(4) cov nqi tsis sib xws

Polysilicon tus nqi hloov pauv ntawm 10TO10To40 / kg ({{{3} {} .}}}}

Geopolitical cov kev pheej hmoo (e {. g}}}}, Russia-Ukraine kev ua rog thiab cov khoom siv raws thiab cov khoom siv raws {}}

Cim npe nrov: Kev Ua Lag Luam Outlook ntawm Silicon Hlau, Tuam Tshoj Kev Lag Luam Kev Lag Luam Ntawm Silicon Cov Hlau Manufacturers, lwm tus neeg, Hoobkas