01
Lub sijhawm xa khoom ntawm lub rooj tsav xwm thauj khoom yog qhov nyuaj los daws, thiab OSAT lub Hoobkas qhia kom hloov daim ntawv ntim

IC ntim thiab kuaj kev lag luam yog ua haujlwm puv ceev.Cov thawj coj loj ntawm kev ntim khoom tawm thiab kev sim (OSAT) tau hais ncaj qha tias xyoo 2021 nws tau kwv yees tias cov hlau lead thav duab rau cov hlua khi, lub substrate rau ntim, thiab epoxy resin rau ntim (Epoxy) yuav tsum tau siv rau xyoo 2021. Kev xa khoom thiab kev thov ntawm cov ntaub ntawv xws li Moulding Compund yog nruj, thiab nws tau kwv yees tias nws yuav yog tus qauv hauv 2021.

Ntawm lawv, piv txwv li, cov khoom siv hluav taws xob ua haujlwm siab (HPC) chips siv hauv FC-BGA cov pob khoom, thiab qhov tsis txaus ntawm ABF substrates tau ua rau cov tuam txhab chip thoob ntiaj teb txuas ntxiv siv cov txheej txheem pob kom paub meej cov khoom siv.Hauv qhov no, qhov kawg ntawm kev ntim khoom thiab kev sim kev lag luam tau qhia tias lawv tsis tshua xav tau IC cov khoom, xws li lub cim xeeb tswj chips (Controller IC).

Keeb kwm nyob rau hauv daim ntawv ntawm BGA ntim, ntim thiab kuaj cov nroj tsuag txuas ntxiv qhia cov neeg siv khoom chip hloov cov ntaub ntawv thiab txais CSP ntim raws li BT substrates, thiab siv zog sib ntaus rau kev ua tau zoo ntawm NB / PC / game console CPU, GPU, server Netcom chips , thiab lwm yam , Koj tseem yuav tau txais ABF cab kuj board.

Qhov tseeb, lub sijhawm thauj khoom thauj khoom thauj tau raug ncua ntev txij li ob xyoos dhau los.Vim tias tsis ntev los no tau nce siab hauv LME tus nqi tooj liab, cov ncej txhuas rau ob qho tib si IC thiab lub zog hluav taws xob tau nce hauv cov lus teb rau cov qauv nqi.Raws li rau lub nplhaib Rau cov ntaub ntawv xws li oxygen resin, ntim thiab kuaj kev lag luam kuj tau ceeb toom thaum pib ntawm xyoo 2021, thiab cov khoom siv nruj thiab xav tau tom qab lub hli tshiab yuav pom tseeb dua.

Cov cua daj cua dub yav dhau los hauv Texas hauv Tebchaws Meskas tau cuam tshuam cov khoom ntim khoom xws li cov resin thiab lwm yam khoom siv raw khoom.Ntau cov khoom lag luam Nyij Pooj loj, suav nrog Showa Denko (uas tau koom ua ke nrog Hitachi Chemical), tseem yuav tsuas muaj li 50% ntawm cov khoom qub thaum lub Tsib Hlis mus txog rau Lub Rau Hli., Thiab Sumitomo system tau tshaj tawm tias vim muaj peev xwm ntau lawm muaj nyob hauv Nyij Pooj, ASE Investment Holdings thiab nws cov khoom XX, uas yuav cov khoom ntim los ntawm Sumitomo Group, yuav tsis cuam tshuam ntau dhau rau lub sijhawm.

Tom qab qhov chaw tsim khoom tsim muaj peev xwm nruj thiab lees paub los ntawm kev lag luam, kev lag luam nti tau kwv yees tias txawm hais tias lub peev xwm tau teem tseg tau yuav luag txhua txoj hauv kev mus rau xyoo tom ntej, kev faib tawm kwv yees kwv yees.Qhov teeb meem pom tseeb tshaj plaws rau lub chip xa khoom barrier yog nyob rau theem tom ntej.Ntim thiab kuaj.

Lub peev xwm tsim khoom nruj ntawm kev ntim khoom ntawm cov khoom siv hluav taws xob (WB) yuav nyuaj los daws txhua txoj hauv kev mus txog rau thaum xaus ntawm lub xyoo.Flip-chip ntim (FC) kuj tseem tswj hwm nws qhov kev siv ntawm qib high-end vim qhov kev thov rau HPC thiab mining chips, thiab FC ntim yuav tsum paub tab ntau dua.Qhov ib txwm muab ntawm ntsuas substrates muaj zog.Txawm hais tias qhov tsis zoo tshaj plaws yog ABF boards, thiab BT boards tseem tuaj yeem siv tau, kev lag luam ntim thiab ntsuas kev cia siab tias qhov nruj ntawm BT substrates tseem yuav tuaj rau yav tom ntej.

Ntxiv nrog rau qhov tseeb tias cov khoom siv hluav taws xob hauv tsheb tau txiav rau hauv cov kab, cov ntim thiab kev sim cog tau ua raws li cov thawj coj ntawm kev lag luam foundry.Thaum kawg ntawm thawj peb lub hlis twg thiab pib lub quarter thib ob, nws thawj zaug tau txais qhov kev txiav txim ntawm wafers los ntawm cov neeg muag khoom thoob ntiaj teb chips hauv 2020, thiab cov tshiab tau ntxiv rau xyoo 2021. Lub peev xwm tsim khoom wafer Austrian pab kuj tau kwv yees pib. nyob rau hauv lub quarter thib ob.Txij li thaum cov txheej txheem ntim thiab kuaj yog li 1 mus rau 2 lub hlis lig los ntawm qhov chaw tsim khoom, qhov kev txiav txim loj loj yuav raug fermented nyob rau nruab nrab ntawm lub xyoo.

Saib ua ntej, txawm hais tias kev lag luam cia siab tias lub ntim ntim nruj thiab kev ntsuas lub peev xwm yuav tsis yooj yim los daws hauv 2021, tib lub sijhawm, txhawm rau nthuav dav ntau lawm, nws yog qhov yuav tsum tau hla cov hlau sib txuas tshuab, txiav tshuab, tso tshuab thiab lwm yam ntim. cov khoom siv rau kev ntim khoom.Lub sijhawm khoom xa tuaj kuj tau txuas mus rau ze li ib qho.Xyoo thiab lwm yam kev sib tw.Txawm li cas los xij, kev lag luam ntim khoom thiab kev soj ntsuam tseem tseem hais ntxiv tias qhov nce hauv ntim thiab kuaj cov nqi tseem ceeb tseem yog "kev ua haujlwm zoo" uas yuav tsum coj mus rau hauv tus account nruab nrab thiab ntev kev sib raug zoo ntawm cov neeg siv khoom.Yog li ntawd, peb tseem tuaj yeem nkag siab txog cov teeb meem tam sim no ntawm IC tsim cov neeg siv khoom kom ntseeg tau tias muaj peev xwm tsim tau ntau tshaj plaws, thiab muab cov lus qhia rau cov neeg siv khoom xws li kev hloov cov khoom siv, kev hloov pob, thiab kev sib tham ntawm tus nqi, uas tseem ua raws li kev sib koom ua ke mus sij hawm ntev. nrog cov neeg siv khoom.

02
Lub mining boom tau rov ua kom nruj lub peev xwm ntawm BT substrates
Lub ntiaj teb mining boom tau dhau los, thiab cov mining chips tau dhau los ua qhov chaw kub hauv kev ua lag luam.Lub zog kinetic ntawm cov khoom xaj xaj tau nce ntxiv.IC substrate manufacturers feem ntau tau taw qhia tias lub peev xwm ntau lawm ntawm ABF substrates feem ntau siv rau mining nti tsim yav dhau los tau tag lawm.Changlong, tsis muaj peev txaus, tsis tuaj yeem tau txais cov khoom txaus.Cov neeg siv khoom feem ntau hloov mus rau ntau qhov ntau ntawm BT cov neeg nqa khoom, uas kuj tau ua rau BT cov neeg nqa khoom board ntau lawm kab ntawm ntau lub tuam txhab tau nruj txij li Lub Xyoo Tshiab rau tam sim no.

Cov kev lag luam cuam tshuam tau qhia tias muaj ntau ntau hom chips uas tuaj yeem siv rau kev tsuas.Los ntawm qhov ntxov tshaj plaws high-end GPUs mus rau tom qab tshwj xeeb tsuas mining ASICs, nws kuj yog suav hais tias yog ib qho kev tsim qauv zoo.Feem ntau ntawm BT carrier boards yog siv rau hom kev tsim no.ASIC cov khoom.Yog vim li cas vim li cas BT carrier boards tuaj yeem siv rau mining ASICs yog vim li cas cov khoom no tshem tawm cov haujlwm tsis tu ncua, tawm hauv tsuas yog cov haujlwm uas yuav tsum tau ua rau mining.Txwv tsis pub, cov khoom lag luam uas xav tau kev siv hluav taws xob siab tseem yuav tsum tau siv ABF cov rooj tsav xwm.

Yog li ntawd, nyob rau theem no, tshwj tsis yog rau cov mining nti thiab nco, uas yog kho cov cab kuj board tsim, muaj me ntsis chav rau hloov nyob rau hauv lwm yam kev siv.Cov neeg sab nrauv ntseeg hais tias vim yog qhov rov ua dua tshiab ntawm cov ntawv thov tsuas, nws yuav nyuaj heev rau kev sib tw nrog lwm cov tuam txhab loj CPU thiab GPU uas tau teem sijhawm ntev rau ABF cov neeg nqa khoom board muaj peev xwm tsim tau.

Tsis txhob hais tias feem ntau ntawm cov kab tshiab tsim tawm los ntawm ntau lub tuam txhab tau cog lus los ntawm cov tuam txhab ua lag luam no.Thaum lub mining boom tsis paub thaum twg nws yuav dheev ploj mus, mining chip tuam txhab uas muag yeej tsis muaj sij hawm los koom.Nrog rau kev tos ntev ntev ntawm ABF cov rooj sib tham, kev yuav BT carrier boards ntawm cov nplai loj yog txoj hauv kev zoo tshaj plaws.

Saib ntawm qhov kev thov rau ntau daim ntawv thov ntawm BT cov rooj sib tham hauv thawj ib nrab ntawm 2021, txawm hais tias feem ntau nce siab, qhov kev loj hlob ntawm mining chips yog qhov xav tsis thoob.Kev soj ntsuam qhov xwm txheej ntawm cov neeg siv khoom xaj tsis yog qhov kev thov luv luv.Yog tias nws txuas ntxiv mus rau ib nrab xyoo, nkag mus rau BT tus neeg nqa khoom.Nyob rau hauv cov tsoos ncov lub caij ntawm lub rooj tsavxwm, nyob rau hauv cov ntaub ntawv ntawm high thov rau lub xov tooj ntawm tes AP, SiP, AiP, thiab lwm yam., lub nruj ntawm BT substrate muaj peev xwm ntau lawm yuav nce ntxiv.

Lub ntiaj teb sab nraud kuj tseem ntseeg tias nws tsis tau txiav txim siab tias qhov xwm txheej yuav hloov mus rau hauv qhov xwm txheej uas cov tuam txhab mining chips siv tus nqi nce ntxiv los tuav lub peev xwm ntau lawm.Tom qab tag nrho, cov ntawv thov tsuas yog tam sim no nyob rau hauv qhov kev koom tes luv luv rau cov tuam txhab BT carrier board uas twb muaj lawm.Ntau dua li yog cov khoom tsim nyog nyob rau yav tom ntej xws li AiP modules, qhov tseem ceeb thiab qhov tseem ceeb ntawm cov kev pabcuam tseem yog qhov zoo ntawm cov xov tooj ntawm tes, cov neeg siv khoom siv hluav taws xob thiab kev sib txuas lus chip manufacturers.

Lub tuam txhab kev lag luam tau lees paub tias qhov kev paub ntau ntxiv txij li thawj qhov tshwm sim ntawm kev thov tsuas yog qhia tau hais tias kev lag luam ntawm cov khoom lag luam mining kuj tsis hloov pauv, thiab nws tsis xav tias qhov kev thov yuav tsum tau khaws cia ntev.Yog hais tias lub peev xwm ntau lawm ntawm BT carrier boards yuav tsum tau nthuav dav rau yav tom ntej, nws yuav tsum nyob ntawm nws.Txoj kev loj hlob ntawm lwm cov ntawv thov yuav tsis yooj yim nce peev tsuas yog vim qhov kev thov siab ntawm theem no.