Ntawm ntau yam khoom ntawm lub ntiaj teb Circuit Court boards nyob rau hauv 2020, cov zis tus nqi ntawm substrates yog kwv yees kom muaj ib tug txhua xyoo kev loj hlob tus nqi ntawm 18.5%, uas yog siab tshaj plaws ntawm tag nrho cov khoom. Tus nqi tso zis ntawm substrates tau mus txog 16% ntawm tag nrho cov khoom, thib ob tsuas yog rau multilayer Board thiab mos board. Qhov laj thawj yog vim li cas lub rooj tsav xwm thauj khoom tau pom tias muaj kev loj hlob siab hauv 2020 tuaj yeem suav nrog ntau qhov laj thawj: 1. Kev xa khoom thoob ntiaj teb IC txuas ntxiv mus. Raws li WSTS cov ntaub ntawv, lub ntiaj teb no IC ntau lawm tus nqi loj hlob nyob rau hauv 2020 yog hais txog 6%. Txawm hais tias qhov kev loj hlob yog me ntsis qis dua qhov kev loj hlob ntawm tus nqi tso tawm, nws yog kwv yees li ntawm 4%; 2. Tus nqi siab ABF carrier board yog nyob rau hauv kev thov muaj zog. Vim tias muaj kev loj hlob siab hauv kev thov rau 5G hauv paus chaw nres tsheb thiab cov khoos phis tawj ua haujlwm siab, cov chips tseem ceeb yuav tsum siv ABF carrier boards Cov txiaj ntsig ntawm kev nce nqi thiab ntim tau kuj nce qhov kev loj hlob ntawm cov khoom thauj khoom tawm; 3. Kev thov tshiab rau cov khoom thauj khoom tau muab los ntawm 5G xov tooj ntawm tes. Txawm hais tias kev xa khoom ntawm 5G xov tooj ntawm tes hauv xyoo 2020 yog qis dua li qhov xav tau los ntawm tsuas yog kwv yees li 200 lab, millimeter yoj 5G Qhov nce ntawm AiP modules hauv xov tooj ntawm tes lossis tus naj npawb ntawm PA modules hauv RF pem hauv ntej-kawg yog vim li cas. qhov xav tau ntau ntxiv rau cov cab kuj boards. Tag nrho hauv tag nrho, txawm tias nws yog kev tsim kho thev naus laus zis lossis kev xav tau ntawm kev lag luam, 2020 lub rooj tsav xwm cab kuj yog qhov tsis txaus ntseeg cov khoom muag muag ntawm tag nrho cov khoom siv hluav taws xob.
Kev kwv yees sib txawv ntawm cov pob IC hauv ntiaj teb. Cov pob hom tau muab faib ua high-end lead thav duab hom QFN, MLF, SON ..., cov qauv txhuas txhuas hom SO, TSOP, QFP ..., thiab tsawg tus pins DIP, peb hom saum toj no txhua tus tsuas yog xav tau cov hlau lead thav duab los nqa IC. Saib ntawm qhov kev hloov mus sij hawm ntev hauv cov kev faib ua feem ntawm ntau hom pob, qhov kev loj hlob ntawm wafer-theem thiab liab qab-chip pob yog qhov siab tshaj plaws. Qhov sib xyaw ua ke ntawm kev loj hlob txhua xyoo los ntawm 2019 txog 2024 yog siab li 10.2%, thiab qhov kev faib ua feem ntawm tag nrho cov pob naj npawb kuj tseem yog 17.8% hauv 2019., nce mus rau 20.5% hauv 2024. Qhov laj thawj tseem ceeb yog tias tus kheej cov khoom siv mobile suav nrog cov watches ntse. , earphones, wearable devices…yuav txuas ntxiv txhim kho yav tom ntej, thiab cov khoom lag luam no tsis tas yuav siv cov chips nyuaj heev, yog li nws tseem ceeb heev rau kev siv lub teeb thiab cov nqi txiav txim siab tom ntej, qhov tshwm sim ntawm kev siv wafer-theem ntim yog siab heev. Raws li rau cov pob khoom siab kawg uas siv cov khoom thauj khoom, suav nrog cov pob BGA thiab FCBGA, qhov sib xyaw txhua xyoo kev loj hlob ntawm 2019 txog 2024 yog kwv yees li 5%.
Kev ua lag luam sib faib ntawm cov tuam txhab lag luam hauv ntiaj teb cov khoom lag luam nqa khoom lag luam tseem yog cov thawj coj los ntawm Taiwan, Nyiv thiab Kaus Lim Qab Teb raws li cov chaw tsim khoom hauv cheeb tsam. Ntawm lawv, Taiwan txoj kev lag luam sib koom yog ze li ntawm 40%, ua rau nws yog qhov loj tshaj plaws ntawm cov khoom thauj khoom loj tshaj plaws nyob rau tam sim no, Kaus Lim Qab Teb Kaus Lim Kauslim Kev lag luam ntawm cov tuam txhab Nyij Pooj thiab cov tuam txhab Nyij Pooj yog cov siab tshaj plaws. Ntawm lawv, Korean manufacturers tau loj hlob sai. Tshwj xeeb, SEMCO's substrates tau loj hlob zoo los ntawm kev loj hlob ntawm Samsung lub xov tooj ntawm tes xa khoom.
Raws li rau lub sijhawm ua lag luam yav tom ntej, 5G kev tsim kho uas tau pib hauv ib nrab xyoo 2018 tau tsim kev thov rau ABF substrates. Tom qab cov neeg tsim khoom tau nthuav dav lawv lub peev xwm ntau lawm hauv 2019, kev ua lag luam tseem nyob hauv cov khoom tsis txaus. Taiwanese cov tuam txhab tau nqis peev ntau dua NT $ 10 billion los tsim cov peev txheej tshiab, tab sis yuav suav nrog cov hauv paus yav tom ntej. Taiwan, cov khoom siv sib txuas lus, khoos phis tawj ua haujlwm siab ... Nws tau kwv yees tias 2021 tseem yuav yog ib xyoos uas qhov kev thov rau ABF cov rooj sib tham yog qhov nyuaj rau kev ua tiav. Tsis tas li ntawd, txij li thaum Qualcomm tau tshaj tawm AiP module hauv peb lub hlis twg ntawm 2018, 5G cov xov tooj ntse tau txais AiP los txhim kho lub teeb liab txais lub peev xwm ntawm lub xov tooj ntawm tes. Piv nrog rau yav dhau los 4G cov xov tooj ntse siv cov laug cam ua cov kav hlau txais xov, AiP module muaj lub kav hlau txais xov luv. , RF chip ... thiab lwm yam. tau ntim rau hauv ib qho module, yog li qhov kev thov rau AiP cab kuj board yuav muab tau. Tsis tas li ntawd, 5G cov khoom siv sib txuas lus davhlau ya nyob twg yuav xav tau 10 txog 15 AiPs. Txhua AiP kav hlau txais xov array yog tsim los nrog 4 × 4 los yog 8 × 4, uas yuav tsum tau muaj ntau tus cab kuj boards. (TPCA)