Printed Circuit Boards (PCBs luv luv), uas feem ntau muab kev sib txuas hluav taws xob rau cov khoom siv hluav taws xob, kuj hu ua "niam ntawm cov khoom siv hluav taws xob." Los ntawm qhov kev xav ntawm cov saw hlau, PCBs feem ntau yog siv hauv cov khoom siv sib txuas lus, khoos phis tawj thiab cov khoom siv hluav taws xob, cov khoom siv hluav taws xob, khoom siv hluav taws xob, kev tiv thaiv hauv tebchaws thiab kev lag luam tub rog thiab lwm yam khoom siv hluav taws xob. Nrog rau txoj kev loj hlob thiab kev loj hlob ntawm cov ntaub ntawv tshiab tiam tshiab xws li huab xam, 5G, thiab AI, cov ntaub ntawv thoob ntiaj teb yuav ua rau muaj kev loj hlob ntxiv. Raws li kev loj hlob ntawm cov ntaub ntawv ntim thiab qhov sib txawv ntawm cov ntaub ntawv huab hloov pauv, kev lag luam server PCB muaj kev loj hlob dav heev.
Kev lag luam loj nthuav dav
Raws li IDC txheeb cais, thoob ntiaj teb cov neeg rau zaub mov xa khoom thiab muag khoom tau nce tsis tu ncua los ntawm 2014 txog 2019. Nyob rau xyoo 2018, kev lag luam kev vam meej yog qhov siab. Kev xa khoom thiab kev xa tawm mus txog 11.79 lab units thiab 88.816 billion US dollars, ib xyoos ib zaug nce ntawm 15.82% Thiab 32.77%, qhia ob qho tib si ntim thiab nqi nce. Kev loj hlob tus nqi hauv 2019 kuj qeeb, tab sis nws tseem nyob ntawm keeb kwm siab. Los ntawm 2014 mus rau 2019, Tuam Tshoj tus neeg rau zaub mov kev lag luam tau tsim sai heev, thiab kev loj hlob tus nqi ntau tshaj li ntawm lwm lub ntiaj teb no. Hauv 2019, kev xa khoom poob qis, tab sis qhov muag muag tau nce xyoo-rau-xyoo, cov qauv sab hauv ntawm cov khoom hloov pauv, tus nqi nruab nrab ntawm chav tsev tau nce, thiab qhov feem pua ntawm cov neeg siv khoom siv high-end muag pom qhov sib txawv.
2. Kev sib piv ntawm cov tuam txhab neeg rau zaub mov loj Raws li cov ntaub ntawv tshawb fawb tshiab tshaj tawm los ntawm IDC, cov tuam txhab tsim qauv ywj pheej hauv ntiaj teb cov neeg siv khoom lag luam tseem yuav muaj feem cuam tshuam loj hauv Q2 2020. Lub tsib qhov muag yog HPE / Xinhuasan, Dell, Inspur, IBM, thiab Lenovo, nrog rau kev sib koom ua lag luam Lawv yog 14.9%, 13.9%, 10.5%, 6.1%, 6.0%. Tsis tas li ntawd, ODM cov neeg muag khoom suav txog 28.8% ntawm kev lag luam sib koom, nce 63.4% xyoo-rau-xyoo, thiab lawv tau dhau los ua qhov kev xaiv tseem ceeb ntawm kev ua haujlwm rau cov tuam txhab huab cua me thiab nruab nrab.
Xyoo 2020, kev lag luam thoob ntiaj teb yuav raug cuam tshuam los ntawm tus kabmob tshiab, thiab kev lag luam thoob ntiaj teb yuav muaj qhov pom tseeb. Cov tuam txhab feem ntau txais cov qauv hauv online / huab chaw ua haujlwm thiab tseem muaj kev thov siab rau cov servers. Q1 thiab Q2 tau tswj hwm qhov kev loj hlob ntau dua li lwm cov kev lag luam, tab sis tseem qis dua cov ntaub ntawv ntawm tib lub sijhawm ntawm xyoo dhau los. Raws li kev tshawb fawb los ntawm DRAMeXchange, lub ntiaj teb neeg rau zaub mov xav tau nyob rau hauv lub quarter thib ob yog tsav los ntawm cov ntaub ntawv chaw xav tau. North American huab tuam txhab uas muag tau ua haujlwm tshaj plaws. Tshwj xeeb, qhov kev thov rau kev txiav txim raug txwv nyob rau hauv qhov kev kub ntxhov hauv Sino-US kev sib raug zoo xyoo tas los tau pom tias muaj lub siab xav ua kom rov qab cov khoom muag hauv thawj peb lub hlis twg ntawm lub xyoo no, uas ua rau muaj kev nce hauv servers hauv thawj ib nrab ntawm qhov ceev yog qhov muaj zog.
Lub tsib tus neeg muag khoom nyob rau hauv Tuam Tshoj tus neeg rau zaub mov kev lag luam muag hauv Q1 2020 yog Inspur, H3C, Huawei, Dell, thiab Lenovo, nrog kev lag luam sib koom ntawm 37.6%, 15.5%, 14.9%, 10.1% thiab 7.2%, feem. Kev lag luam tag nrho cov khoom xa tuaj Yeej tseem nyob ruaj khov, thiab kev muag khoom tau khaws cia kom muaj kev loj hlob tsis tu ncua. Ntawm ib sab, kev lag luam hauv tsev tau rov qab los sai sai, thiab cov phiaj xwm tshiab tshiab tau maj mam pib hauv lub quarter thib ob, thiab muaj kev xav tau ntau dua rau kev tsim kho vaj tse xws li servers; ntawm qhov tod tes, qhov kev thov rau cov neeg siv khoom loj heev tau nce ntau heev. Piv txwv li, Alibaba tau txais txiaj ntsig los ntawm kev lag luam muag khoom tshiab Hema Season 618 Lub khw muag khoom, ByteDance system, Douyin, thiab lwm yam, tau loj hlob sai, thiab cov neeg siv khoom hauv tsev xav tau kom muaj kev loj hlob sai hauv tsib xyoos tom ntej.
II
Kev loj hlob ntawm server PCB kev lag luam
Kev loj hlob tsis tu ncua ntawm cov neeg rau zaub mov xav tau thiab kev txhim kho cov qauv kev hloov kho tshiab yuav tsav tag nrho cov server kev lag luam mus rau lub voj voog nce siab. Raws li cov ntaub ntawv tseem ceeb rau kev nqa cov neeg rau zaub mov ua haujlwm, PCB muaj kev cia siab dav ntawm kev nce ntim thiab tus nqi raws li kev tsav tsheb ntawm ob lub voj voog ntawm cov neeg rau zaub mov nce siab thiab kev txhim kho platform.
Los ntawm qhov kev xav ntawm cov khoom siv, cov khoom tseem ceeb ntawm PCB pawg thawj coj saib hauv lub server muaj xws li CPU, nco, hard disk, hard disk backplane, thiab lwm yam. PCB boards siv feem ntau yog 8-16 txheej, 6 txheej, pob substrates, 18 cov khaubncaws sab nraud povtseg lossis ntau dua, 4 txheej, thiab cov laug cam. Nrog rau kev hloov pauv thiab kev txhim kho ntawm tag nrho cov qauv digital ntawm cov neeg rau zaub mov yav tom ntej, PCB boards yuav qhia cov qauv tseem ceeb ntawm cov lej qib siab. -18-txheej boards, 12-14-txheej boards, thiab 12-18-txheej boards yuav yog cov khoom tseem ceeb rau cov neeg rau zaub mov PCB boards yav tom ntej.
Los ntawm kev xav ntawm cov qauv kev lag luam, cov neeg muag khoom tseem ceeb ntawm cov neeg rau zaub mov PCB kev lag luam yog Taiwanese thiab mainland manufacturers. Peb sab saum toj yog Taiwan Golden Electronics, Taiwan Tripod Technology thiab Tuam Tshoj Guanghe Technology. Guanghe Technology yog tus naj npawb ib tus neeg rau zaub mov PCB hauv Suav teb. tus neeg muag khoom. Cov tuam txhab Taiwanese feem ntau tsom mus rau ODM neeg rau zaub mov xa khoom, thaum cov tuam txhab loj loj tsom mus rau cov khoom lag luam cov khoom lag luam. ODM cov neeg muag khoom feem ntau xa mus rau cov neeg muag khoom lag luam dawb. Cov tuam txhab kev lag luam huab tau muab cov kev cai rau cov neeg siv khoom siv rau ODM cov neeg muag khoom, thiab ODM cov neeg muag khoom yuav PCB boards los ntawm lawv cov neeg muag khoom PCB kom ua tiav kho vajtse tsim thiab sib dhos. ODM cov neeg muag khoom suav txog 28.8% ntawm kev muag khoom thoob ntiaj teb kev lag luam, thiab lawv tau dhau los ua cov ntawv tseem ceeb ntawm cov khoom siv me me thiab nruab nrab. Cov neeg rau zaub mov hauv av yog tsuas yog muab los ntawm cov tuam txhab lag luam (Inspur, Huawei, Xinhua III, thiab lwm yam). Tsav los ntawm 5G, kev tsim kho tshiab, thiab kev suav huab, kev hloov pauv hauv tsev muaj zog heev.
Nyob rau hauv xyoo tas los no, cov nyiaj tau los thiab cov txiaj ntsig kev loj hlob ntawm cov tuam txhab loj loj tau nce siab dua li cov tuam txhab Taiwanese, thiab lawv cov kev siv zog ua kom muaj zog heev. Nrog rau txoj kev loj hlob ntawm cov thev naus laus zis tshiab, cov tuam txhab lag luam yuav tsum txuas ntxiv nthuav lawv txoj kev lag luam. Cov tuam txhab lag luam hauv tsev lag luam muab cov saw hlau qauv Mainland cov tuam txhab yuav tsum tau ua kom muaj kev loj hlob ntxiv. Lwm lub ntsiab lus tseem ceeb yog tias tag nrho R & D cov nuj nqis ntawm cov tuam txhab loj loj tau nce xyoo los ntawm lub xyoo, ntau tshaj li kev nqis peev ntawm Taiwanese manufacturers. Hauv cov ntsiab lus ntawm kev hloov pauv thev naus laus zis sai thoob ntiaj teb, cov tuam txhab lag luam loj muaj kev cia siab ntau dua los ntawm kev cuam tshuam kev lag luam thiab txeeb kev lag luam hauv cov thev naus laus zis tshiab.
Nyob rau hauv lub neej yav tom ntej, nrog rau kev loj hlob thiab kev loj hlob ntawm cov tshiab-tiam ntaub ntawv technologies xws li huab xam, 5G, thiab AI, lub ntiaj teb no cov ntaub ntawv kev khiav hauj lwm yuav mus txuas ntxiv mus qhia ib tug loj txoj kev loj hlob, thiab thoob ntiaj teb cov khoom siv thiab cov kev pab cuam yuav muaj kev xav tau siab. Raws li cov ntaub ntawv tseem ceeb rau cov servers, PCB yuav tsum tau ua kom muaj kev loj hlob sai nyob rau yav tom ntej, tshwj xeeb tshaj yog kev lag luam hauv PCB kev lag luam, uas muaj kev loj hlob dav heev nyob rau hauv keeb kwm yav dhau ntawm kev hloov pauv kev lag luam thiab kev txhim kho thiab kev hloov hauv zos.