С наступлением эры 5G появляется технология наложенных сухих электродов, и ленту из ПТФЭ значительно вырастет.

As China advances to the global leading level in 5G and lithium battery fields, Chinese companies(as Компания Shenzhen Xinst Technology Co., Ltd,) have also expanded the market space in the development and application of advanced materials. Later PTFE tape demand will be in high-frequency copper clad laminates, RF cables, and base stations for 5G communications. The field of antenna filters has ushered in substantial growth; the introduction of Tesla's ultra-high nickel cathode material based on dry electrode technology for lithium battery technology has not only brought about technological changes in the lithium battery industry, but has also brought huge demand for PTFE binders. the amount.

01、Polytetrafluoroethylene (PTFE): the "king of plastics" in fluoropolymers

Fluoropolymer refers to a type of polymer in which the hydrogen atoms connected to the CC bond in the polymer are wholly or partly replaced by fluorine atoms. Because fluorine atoms have a low polarizability and the strongest negative charge, The smaller van der Waals radius, so compared with other conventional polymers, fluoropolymers containing CF groups often have many advantages, such as excellent heat resistance, chemical resistance, weather resistance, solvent resistance, Low flammability, high light transmission, low friction, low refractive index, low surface energy, low hygroscopicity and super oxidation resistance, etc.

Based on the excellent performance of fluoropolymers, it plays an important role in the transformation and improvement of traditional industries such as the automotive industry, chemical industry, power industry, food industry, aerospace and construction. From the perspective of downstream applications:

1) The chemical industry is the largest consumer area of fluororesin, and it mainly uses the excellent performance of fluororesin for corrosion resistance, high and low temperature resistance;

2) Followed by the machinery industry, fluororesins are processed into various parts;

3) The amount of fluororesin consumed by the electronics and electrical industry is also relatively large, mainly by using the excellent dielectric properties of the fluororesin;

4) The amount of fluororesin consumed by the coatings industry is also increasing, mainly due to its chemical and physical stability and self-cleaning. In addition, textiles, cooking utensils, medical equipment, etc. also consume a certain amount of fluororesin.

In addition to the traditional application fields, with the development of various emerging application scenarios, fluoropolymers and fluororesins have been widely used in strategic emerging fields such as high-end equipment manufacturing, electronic information, new energy, energy conservation and environmental protection.

02、Relatively concentrated global PTFE tape production capacity

Европейские и американские страны имеют преимущество первопроходцев в разработке и использовании фторполимеров. В 1995 году глобальные производственные мощности ПТФЭ составляли около 65 000 тонн, из которых 23 500 тонн приходилось на Японию, 21 600 тонн приходилось на DuPont в США, 80 000 тонн на Херст, Германия и 0,7 - на британскую компанию ICI. 10 000 тонн, а Ausimont в Италии 0,5 млн тонн. В настоящее время отечественное производство 1000-тонных устройств на химическом и фторхимическом заводах в Цзинане только началось, а внутренние производственные мощности ПТФЭ составляют лишь около 8% мировых. С тех пор, когда отечественная фторохимическая промышленность накапливалась в течение многих лет, технологическая монополия на массовые и недорогие фтористые химические продукты начала прорваться, полагаясь на обильные ресурсы флюоритового сырья в Чжэцзяне, Фуцзянь и другие регионы, а также преимущества соседних конечных рынков сбыта, включая ПТФЭ. Включенная фторохимическая промышленность постепенно перемещается из-за границы в Китай. По состоянию на 2019 год внутренние производственные мощности ПТФЭ составляют около 140000 тонн, что составляет более 40% от общих производственных мощностей в мире.

03、The 5G era opens, dry electrodes accelerate lithium-ion technology reform, and PTFE enters its growth stage again

In the mobile communication base station, the printed circuit board (PCB) copper-clad board is the core substrate of the printed circuit board, and the copper-clad board (CCL) is made of petroleum wood pulp paper or glass fiber cloth as a reinforcing material, impregnated with resin, single-sided or Sheet material made of copper foil on both sides covered by hot pressing. CCL material is the basic material for the production of PCBs. It is mainly used for making PCBs, and plays the role of interconnection, insulation and support for PCBs. PCBs processed from high-frequency copper-clad substrates are widely used as the most basic connection devices in the 5G field. At present, 4G communication field PCBs widely use epoxy glass cloth-based copper-clad laminates with Df values above 0.01, while 5G fields are mainly micron and millimeter wave applications. For high-frequency and high-speed dielectric constants and dielectric losses Higher requirements are usually required for low dielectric constant resins with a Df of less than 0.005. PTFE, as the polymer material with the lowest dielectric constant found so far, has a Df value of 0.002 or less, and exhibits excellent dielectric properties in copper clad laminates. performance.

Развитие коммуникаций 5G также приведет к постоянному росту спроса на фильтры. В настоящее время основными фильтрами 5G, используемыми основными поставщиками оборудования связи, являются в основном фильтры с металлическими резонаторами. Многие металлические компоненты из ПТФЭ используются в фильтрах с металлическими полостями для их поддержки. , Изоляция, теплоизоляция, как правило, путем обработки стержней из ПТФЭ или прямого компрессионного формования, фильтр с металлической полостью связи 5G более миниатюризирован, внутренняя структура будет больше, количество ПТЭФ также больше, чем при 4G.

In addition to its application in high-frequency copper clad laminates, radio frequency cables, and base station antenna filters, PTFE as an insulating medium is also widely used in various connectors in the 5G field. With the popularization and application of 5G technology and other fields of PTFE The increasing application research will further drive the market demand for PTFE.