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Indium: A strategic metal that is even rarer than gold. If China controls it, Apple's iPhone will be cool
Update Time : 2023-08-18 View : 587

最近,针对我国宣布限制锗和镓的出口,欧美方面掀起了一阵骚动。然而,根据官方的说法,我们还有充足的资源。与黄金相比,还有一种金属比黄金更加珍贵,那就是铟。铟是许多先进科技产品的关键材料,从手机屏幕到先进半导体,无处不在,成为我国外贸的王牌。


Recently, there has been a stir in Europe and America regarding China's announcement of restrictions on the export of germanium and gallium. However, according to official statements, we still have sufficient resources. Compared to gold, there is another metal that is more precious, which is indium. Indium is a key material in many advanced technological products, from mobile phone screens to advanced semiconductors, ubiquitous and has become the ace in China's foreign trade.
The magical indium element
Indium is the 49th metallic element in the periodic table, with a crustal content of only 1 × 10 ^ (-5)%. Due to the rarity and scattered distribution of indium ore, the known global reserves of indium are only 11000 tons. Unlike traditional rare metals, although indium is scarce in quantity, it plays a crucial role in modern industry, surpassing gold in value.
Indium is a versatile metal with unparalleled superior performance in modern industrial fields. It has good ductility and can almost stretch and shape like plastic; Low melting point and high boiling point make it stable in various extreme environments; Low resistance and corrosion resistance make it crucial in the electronics industry.
From aerospace engineering to electronic manufacturing, from the medical field to national defense and security, from the nuclear industry to high-tech, and even to the energy industry, indium is a key element in these fields. Indium is indispensable both as a material used in the manufacturing of spacecraft and as a key element in the latest generation of electronic products. Its existence makes our technological products more powerful, stable, and precise.
The Important Role of Indium Element
The widespread application of indium in the manufacturing of various electronic products, especially in the manufacturing process of smartphones, cannot be ignored. As the main component of ITO (indium tin oxide), indium plays an important role in liquid crystal displays and touch screen technology, especially in the manufacturing process of OLED (organic light emitting diode) screens.
OLED screens dominate the mobile phone industry due to their excellent display performance and excellent energy consumption control. High end devices such as Apple's iPhone have reached their peak in the application of OLED display technology. However, in order to achieve these eye-catching functions, indium elements are inevitably used in mobile phone manufacturing.
The importance of indium lies not only in providing excellent display effects and user experience for smartphones, but also in its cost proportion in the manufacturing process. According to incomplete statistics, indium accounts for 20% to 30% of the cost of a mobile phone. This means that the supply chain dynamics and price fluctuations of indium will have an impact on mobile phone manufacturers and end consumers.
In short, the application of indium in modern technological products, especially in the smartphone manufacturing industry, cannot be ignored. The scarcity and high cost of indium determine its crucial position in the global technology industry chain.
China's Counterattack Chip
As the world's largest reserve and producer of indium resources, China has approximately 8000 tons of indium reserves, accounting for over 60% of the global total. Although China is still in a catch-up position in the global industrial chain of many core technology fields, it holds a key position in the global mineral resource supply chain.
Although resources should be shared globally in the context of global economic integration, China cannot sit idly by as the West approaches.
Previously, germanium and gallium were considered the first batch of licenses, and China may include indium in the restricted export list at any time.
The rarity and importance of indium, as well as China's dominant position in the global indium industry, give China a certain degree of negotiation ability in this field. If this situation really occurs, it may trigger a global supply chain restructuring, and even trigger a global scale technological cold war.
Taking the Apple phone as an example, the iPhone uses a large amount of indium to manufacture high-quality touch screens. Once indium supply is interrupted or prices significantly increase, it will directly lead to an increase in iPhone manufacturing costs.
And rising costs often mean higher prices, which will affect iPhone's competitiveness in the market. If this happens, Apple will have to look for alternative supply chains or other elements to replace indium. However, no other elements have yet been found that can replace indium in touch screen manufacturing, so it's like playing cards and always stays until the end.
Summary:
Indium is a core element of modern industry and a key link in the global industrial chain. If China chooses to list indium as a restricted export material, it will not only affect Apple's iPhone, but also pose a huge challenge to the global high-tech industry. Whether China will take this step depends on whether the Western world continues to suppress China in the semiconductor industry. If they are cornered, China can only be forced to take a counterattack.



神奇的铟元素

铟是元素周期表中第49位的金属元素,地壳含量仅为1×10^(-5)%。由于铟矿石的稀有性和分布的零散性,全球已知的铟储量仅为1.1万吨。与传统稀有金属不同的是,尽管铟数量稀少,但它在现代工业中扮演着举足轻重的角色,其价值超越了黄金。


铟是一种多才多艺的金属,在现代工业领域具有无可比拟的优越性能。它具有良好的延展性,几乎可以像塑料一样拉伸和塑形;低熔点和高沸点使其在各种极端环境下保持稳定;低电阻和抗腐蚀性使其在电子工业中至关重要。


从航天工程到电子制造,从医疗领域到国防安全,从核工业到高新科技,甚至到能源产业,铟都是这些领域的关键元素。无论是用于制造太空船的材料,还是作为最新一代电子产品的关键元素,铟都是不可或缺的。它的存在使得我们的科技产品更加强大、稳定和精密。


铟元素的重要作用

铟在各类电子产品制造中的广泛应用,尤其在智能手机制造过程中的应用不可忽视。作为ITO(氧化铟锡)的主要成分,铟在液晶显示器和触控屏技术中扮演着重要角色,尤其在OLED(有机发光二极管)屏幕制造过程中更是不可或缺。


OLED屏幕以其卓越的显示性能和出色的能耗控制而在手机界独占鳌头。高端设备如苹果的iPhone在OLED显示技术的运用中达到了巅峰。然而,为了实现这些醒目的功能,手机制造中不可避免地使用到铟元素。


铟的重要性不仅在于为智能手机提供卓越的显示效果和使用体验,更在于其在制造过程中占据的成本比例。据不完全统计,铟在一部手机成本中的占比达到20%到30%。这意味着,铟的供应链动态和价格波动都会对手机制造商和最终消费者产生影响。

简而言之,铟元素在现代科技产品中,尤其是在智能手机制造业中的应用无法忽视。铟的稀缺和昂贵决定了它在全球科技产业链中的关键地位。


中国的反制筹码

作为全球最大的铟资源储量和产量国,中国拥有约8000吨的铟储量,占全球总量的60%以上。尽管在许多核心技术领域的全球产业链中,中国仍处于追赶的地位,但在全球矿物资源供应链中,中国占据关键位置。


尽管在全球经济一体化的背景下,资源应该实现全球共享,但面对西方的不断逼近,中国不能坐以待毙。

此前已经有锗和镓被视为第一批牌,中国可能随时将铟列入限制出口名单。


铟的稀有性和重要性,以及中国在全球铟产业中的主导地位,使中国在这一领域拥有一定的谈判能力。如果真的出现这种情况,可能引发全球范围内的供应链重构,甚至引发一场全球规模的科技冷战。

以苹果手机为例,iPhone使用大量铟制造高品质触摸屏。一旦铟供应中断或价格显著上涨,将直接导致iPhone制造成本上升。


而成本上涨往往意味着价格提高,这将影响iPhone在市场上的竞争力。如果这种情况成真,苹果将不得不寻找其他替代供应链或替代铟的其他元素。然而,目前尚未找到能替代铟在触摸屏制造中的其他元素,因此就好像打牌一样,总是留到最后。


总结:

铟是现代工业的核心元素,也是全球产业链中的关键环节。如果中国选择将铟列为限制出口的材料,将不仅影响苹果iPhone,而且会对全球高科技产业造成巨大挑战。中国是否会采取这一步骤,取决于西方世界是否继续在半导体行业打压中国。若他们走投无路,中国也只能被迫采取反击。

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