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iPhone12高性能钕铁硼需求量测算
iPhone12高性能钕铁硼需求量测算
行业数据
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所属报告：
2021年稀土资源供需状况及北方稀土公司盈利能力分析报告.pdf
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fCDnh4PmlpnnsbvlnosgICAgICAgICB8IDIwMjXlubTvvIjkuIflkKjvvIkgfCAyMDMw5bm077yI5LiH5ZCo77yJIHwKfC0tLS0tLS0tLS0tLS0tLS0tLXwtLS0tLS0tLS0tLS0tLS18LS0tLS0tLS0tLS0tLS0tfAp8IOe7v+iJsueUsumGhyAgICAgICAgIHwgMzAwICAgICAgICAgICB8IDM2MDAgICAgICAgICAgfAp8IOe7v+awqCAgICAgICAgICAgICB8IDI1MCAgICAgICAgICAgfCAyMzAwICAgICAgICAgIHwKfCDlj6/mjIHnu63oiKrnqbrnh4PmsrnvvIhTQUbvvIkgfCAyNTAgICAgICAgICAgIHwgMTEwMCAgICAgICAgICB8CgrotYTmlpnmnaXmupDvvJrlhajnkIPnu7/oibLmtrLkvZPnh4PmlpnpnIDmsYLph4/vvIjljZXkvY3vvJrkuIflkKjvvIk=
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行业数据
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fCDlubTku70gICB8IOmdnumSoumihuWfn+mSvemcgOaxgumHj++8iOWQqO+8iSB8CnwtLS0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLXwKfCAyMDI0ICAgfCA5MzAwICAgICAgICAgICAgICAgICAgICAgfAp8IDIwMzBFICB8IDEzOTc1ICAgICAgICAgICAgICAgICAgICB8CgrotYTmlpnmnaXmupDvvJrkuJzmlrnpkr3kuJrlhazlkYrvvIzlm73mtbfor4HliLjnoJTnqbbmiYA=
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2026-05-15
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智能手机无线磁吸充电开创新的增长点。10月14日，苹果发布 iPhone12，其引入了全新的无线充电方案——无线磁吸充电技术，iPhone 12 背面设有一圈磁铁（钕铁硼永磁体），磁圈内置 36 颗磁铁，外侧还有 2 个大磁铁，起到定位作用，并且采用了“NSNS”磁极交错排布方式进行布置，通过磁铁的吸引力让手机与无线充电器准确定位、配对，这或将成为钕铁硼永磁体下游应用的又一增长点，有望进一步拓展钕铁硼永磁体的成长空间。假设 2023 年苹果手机销量为 2.29 亿部，假设钕铁硼平均单耗逐渐增加（不同型号钕铁硼单耗略有差异，iPhone12 mini 用量少于平均用量，假设 iPhone12 mini 出货量占比逐年降低），magsafe 渗透率为 10%，钕铁硼需求量可达到 9102 吨。
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2021年稀土资源供需状况及北方稀土公司盈利能力分析报告.pdf
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