Under the impact of the spread of the epidemic, oil prices and the slump in the financial market, the concept of "new infrastructure" was born out of nowhere, and it was quickly placed with wide expectations at home and abroad and at all levels to turn the tide.
"New infrastructure" is working on technology and emerging strategic areas, including 5G infrastructure, industrial Internet, UHV, new energy vehicles and charging piles, big data centers, artificial intelligence, etc.
In fact, no matter what kind of field, it is inseparable from the "blessing" of chemical industry. Because of this, the new infrastructure has brought new opportunities to industries such as chemical raw materials, new materials, and coatings.
According to incomplete statistics, as of now, the total investment announced by 31 provinces across the country has exceeded 40 trillion. However, this is not the amount of investment in one year in 2020, but the list of multi-year investment plans issued by local governments, which may not be 100% complete.
Mobile phone antenna-LPC, MPI, PI
LCP material has the characteristics of low dielectric constant, low high frequency transmission loss, and operating frequency bandwidth, which is very suitable for mobile phone antennas in the 5G era.
In addition to LCP materials, currently used as mobile phone antenna materials are traditional PI (polyimide) materials and improved MPI (Modified Polyimide, modified polyimide) materials.
PCB board, cable-PTFE
High-frequency and high-speed copper-clad laminates mainly use PTFE resin as the main material: PTFE resin, as the polymer material with the lowest dielectric constant found so far, exhibits excellent dielectric properties in copper-clad laminates. Dielectric loss meets the requirements of 5G communication base stations. At present, polytetrafluoroethylene is usually used as a main material in the industry to prepare high-frequency and high-speed copper-clad laminates, which are used instead of FR-4 copper-clad laminates in PCBs for 5G antennas.
According to the data of Zhiyan Consulting, the 5G single macro station consumes about 4 m2 of PCB board area. If the average price of a high-frequency high-speed copper-clad laminate of PTFE is 600 yuan / m2, a total of 6 million Under the scenario assumptions, the market size of PTFE materials for 5G macro stations is expected to reach about 3 to 4 billion yuan.
In addition, PTFE materials can also be used for the production of base station cables. The semi-flexible coaxial cable uses PTFE as an insulator, and with its ultra-low dielectric loss, it exhibits excellent attenuation shielding performance. During the construction of 5G base stations, semi-flexible coaxial cables will completely replace rolled coaxial cables, and semi-flexible coaxial cables for feeders will be superimposed. The demand for semi-flexible coaxial cables will explode with the construction of 5G base stations. Insulating layer of PTFE material The demand will also grow simultaneously.
Fiber optic cable-fiber coating material
UV-curing optical fiber cable coating material is a coating used to protect the light guide glass fiber from the external environment and maintain its sufficient mechanical strength and optical properties. It is a soft buffer layer that is mainly applied when the optical fiber is drawn into a shape. A layer of hard, tough, wear-resistant, chemical-resistant protective layer combination, and a multi-layer protective system composed of a colored coating.
The coating material of the optical fiber cable adopts ultraviolet curing technology, which further improves the quality of the optical fiber and reduces the cost of the optical network.
Mobile phone back cover-PC / PMMA composite board
Mobile phone back cover is an emerging application area of PMMA. The 5G era is gradually coming. In order to meet the development trend of lighter, thinner and more portable, and the higher requirements of 5G communication for signal transmission, composite plate (PC + PMMA) and ceramics, glass, etc. have become new mobile phone back plates that replace traditional metal back covers Program.
PC / PMMA composite board is made by co-extrusion of PC and PMMA. PMMA has good hardness and abrasion resistance, and is generally used for exterior, while PC has good toughness, so it is used as inner layer. The PC / PMMA composite board has the advantages of both PC and PMMA, which can meet the requirements of rigidity and decoration, and at the same time can meet the needs of wireless charging without shielding, and has lower cost than 3D glass and ceramics.
Electronic adhesives-adhesives
5G has higher requirements on the water resistance, electrical conductivity, thermal conductivity, and reliability of adhesives. UV light curing adhesives, polyurethane hot melt adhesives, acrylate adhesives, epoxy resin adhesives, conductive thermal adhesives, OCA optical adhesives Such demand will increase significantly.
