According to IHS estimates, by 2035, the market space of 5G in various industries around the world will reach 12.3 trillion US dollars. Among them, the manufacturing industry reached 3.36 trillion US dollars, which will promote the development of related manufacturing enterprises.
The focus of 5G construction is on base station construction. The cost of 5G base stations is composed of main equipment, power equipment, and civil construction. BBU, AAU, and transmission equipment belong to the main equipment; power supply, battery, air conditioning, and monitoring belong to the power package; and the machine room belongs to civil construction.
The 5G new materials are partly to match the high performance of 5G and ensure the reliability of the use, such as PTFE and LCP; partly to alleviate the problems caused by 5G high power consumption, such as graphite heat sinks.
PTFE: polymer material with the lowest dielectric constant
As the polymer material with the lowest dielectric constant found so far, PTFE resin has excellent dielectric loss and heat resistance, and exhibits excellent dielectric properties in copper clad laminates.
PTFE: the ideal substrate for CCL in the 5G era
• Most base stations in the 4G era use epoxy resin glass cloth (FR-4 substrate) copper clad plates. Due to the characteristics of high signal frequency and the amount of data transmitted in the 5G era, FR-4 materials cannot meet the requirements of 5G base stations. • The 5G field is mainly for microwave and millimeter wave applications. PTFE resin, as the polymer material with the lowest dielectric constant found so far, has a dielectric loss factor Df value of less than 0.002. The dielectric loss under high-frequency and high-speed conditions meets the requirements of 5G communication base stations. Base station PTFE is expected to have one billion market space
• According to China Unicom, the density of 5G stations will be at least 1.5 times that of 4G. The number of 5G macro base stations in China is expected to reach 6 million, and the number of global 5G base stations will exceed 8 million. Since the number of 4G base stations in China accounted for about 65% of the world in 2016, with reference to the industry leading advantages of Huawei and ZTE in 5G deployment, we assume that China will further lead the world in the 5G era, and the number of 5G base stations accounts for 70% of the world. There were 8.714 million macro base stations. • Considering only the PCB demand in AAU, it is estimated that the PCB area of a single base station is 0.65m2, and the unit price of PTFE is 600 yuan / m2. It is expected that by 2024, the incremental market space for PTFE for 5G base stations in China will exceed 2.2 billion yuan, and the peak period will exceed 600 million yuan. Yuan / year. LCP: New materials for 5G communication
• Liquid Crystal Polymer (LCP) is an anisotropic new type of aromatic polyester polymer material composed of rigid molecular chains. According to the difference of forming liquid crystal phase, LCP can be divided into LLCP and TLCP. LLCP is mainly used in fibers and coatings. TLCP has higher molding processability and wider application space in the downstream. • There are three main types of commercial TLCP: Type I is formed by copolymerization of rigid molecular monomers with polyphenyl rings; Type II is the introduction of naphthalene rings in the molecular structure; Type III is the use of aliphatic segments in the molecular chain. In terms of heat resistance, Type I> Type II> Type III. LCP: 5G mobile phone antenna material of choice
• In the full frequency range of 5G, the comprehensive performance of LCP is far superior to PI and MPI. • Polyimide (PI) is the mainstream antenna substrate of mobile phones in the 4G era, but its high-frequency transmission loss is serious and its structural characteristics are poor, especially it cannot be used at frequencies above 10Ghz, so it has been unable to adapt to the high-frequency and high-speed of the 5G era trend. • MPI is a modified polyimide antenna with lower processing cost. At present, the performance of MPI improved by fluoride formula in the signal band below 15GHz has been roughly equivalent to that of LCP. • LCP has excellent low moisture absorption, low dielectric constant and low loss factor. The tangent loss is 0.002, and it only increases to 0.0045 even at 110 GHz. It performs very well in the millimeter wave range and is an ideal antenna in the 5G era. Substrate. Electromagnetic shielding film: mainstream electromagnetic shielding materials for consumer electronics
• In electronic products such as smartphones and tablets, due to the tight product structure and limited product space, electromagnetic shielding films are often used to block electromagnetic interference. • The electromagnetic shielding film is mainly used in accordance with FPC products. • Metal alloy electromagnetic shielding film is currently the most mainstream electromagnetic shielding film. Electromagnetic shielding film: Increasing market, supply and demand are rapidly increasing
• From 2013 to 2019, the compound growth rate of domestic electromagnetic shielding film production reached 20.94%, and the compound growth rate of demand reached 14.72%. • It is estimated that by 2023, the domestic production of electromagnetic shielding films will reach 19.4 million square meters, and the demand will reach 19 million square meters. • According to BCCResearch's forecast, the global EMI / RFI shielding material market will increase from US $ 5.2 billion in 2013 to US $ 7 billion in 2018, and is expected to reach US $ 9.25 billion in 2023.