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Nthawi yobweretsera bolodi yonyamulira ndiyovuta kuyithetsa, ndipo fakitale ya OSAT ikuwonetsa kusintha mawonekedwe

Makampani opaka ndi kuyesa a IC akugwira ntchito mwachangu.Akuluakulu oyang'anira ma phukusi ndi kuyesa kwa kunja (OSAT) adanena mosapita m'mbali kuti mu 2021 akuyerekezedwa kuti chimango chowongolera ma waya, gawo lapansi loyikapo, ndi utomoni wa epoxy pakuyika (Epoxy) akuyembekezeka kugwiritsidwa ntchito mu 2021. Kupezeka ndi kufunikira kwa zinthu monga Molding Compund ndizolimba, ndipo zikuyerekezeredwa kuti zikhala chizolowezi mu 2021.

Pakati pawo, mwachitsanzo, tchipisi tapamwamba kwambiri (HPC) zomwe zimagwiritsidwa ntchito m'maphukusi a FC-BGA, komanso kusowa kwa magawo a ABF kwachititsa kuti opanga ma chip apadziko lonse apitirize kugwiritsa ntchito njira yopangira phukusi kuti atsimikizire gwero la zida.Pachifukwa ichi, gawo lomaliza lamakampani onyamula ndi kuyesa zidawonetsa kuti ndizosafunikira kwambiri pazinthu za IC, monga tchipisi towongolera kukumbukira (Controller IC).

Poyambirira mu mawonekedwe a BGA kulongedza, kulongedza ndi kuyesa zomera kupitiriza amalangiza makasitomala chip kusintha zipangizo ndi kutengera CSP ma CD kutengera gawo BT, ndi kuyesetsa kumenyera ntchito NB/PC/game console CPU, GPU, seva Netcom tchipisi , etc. , Muyenerabe kutengera ABF chonyamulira bolodi.

M'malo mwake, nthawi yobweretsera bolodi yonyamula katundu yakhala yayitali kuyambira zaka ziwiri zapitazi.Chifukwa cha kukwera kwaposachedwa kwamitengo yamkuwa ya LME, chimango chotsogola cha ma IC ndi ma module amphamvu chawonjezeka potengera mtengo wake.Ponena za mphete Kwa zinthu monga utomoni wa okosijeni, makampani onyamula ndi kuyesa adachenjezanso koyambirira kwa 2021, ndipo kupezeka kolimba ndi zofunikira pakatha chaka chatsopano cha mwezi zidzawonekera.

Mphepo yamkuntho yamkuntho ya ayezi ku Texas ku United States idakhudza kupezeka kwa zida zomangira monga utomoni ndi zida zina zopangira mankhwala.Opanga zinthu zingapo zazikulu zaku Japan, kuphatikiza Showa Denko (yomwe yaphatikizidwa ndi Hitachi Chemical), ingokhala ndi pafupifupi 50% yazinthu zoyambira kuyambira Meyi mpaka Juni., Ndipo dongosolo la Sumitomo linanena kuti chifukwa cha kuchuluka kwa kupanga komwe kulipo ku Japan, ASE Investment Holdings ndi mankhwala ake a XX, omwe amagula zinthu zonyamula katundu kuchokera ku Sumitomo Group, sizidzakhudzidwa kwambiri panthawiyi.

Pambuyo popanga zida zoyambira kumtunda ndi zolimba ndikutsimikiziridwa ndi makampani, makampani opanga zida za chip amalingalira kuti ngakhale dongosolo lokonzekera mphamvu latsala pang'ono kufika chaka chamawa, kugawikako kumatsimikizika.Cholepheretsa chodziwikiratu cholepheretsa kutumiza chip chagona mtsogolo.Kuyika ndi kuyesa.

Mphamvu zolimba zopangira ma wire-bonding (WB) zitha kukhala zovuta kuthetsa mpaka kumapeto kwa chaka.Flip-chip packaging (FC) yasunganso chiwopsezo chake chogwiritsidwa ntchito pamlingo wapamwamba kwambiri chifukwa cha kufunikira kwa HPC ndi tchipisi ta migodi, ndipo ma CD a FC ayenera kukhala okhwima kwambiri.Kupereka kwabwino kwa magawo oyezera kumakhala kolimba.Ngakhale kusowa kwakukulu ndi matabwa a ABF, ndipo matabwa a BT akadali ovomerezeka, makampani onyamula katundu ndi kuyesa akuyembekeza kuti kulimba kwa magawo a BT kudzabweranso mtsogolo.

Kuphatikiza pa mfundo yakuti tchipisi tamagetsi zamagalimoto zidadulidwa pamzere, malo onyamula ndi kuyesa adatsata kutsogolera kwamakampani opanga zinthu.Kumapeto kwa kotala loyamba komanso koyambirira kwa gawo lachiwiri, idalandira koyamba dongosolo la zophika kuchokera kwa ogulitsa chip padziko lonse lapansi mu 2020, ndipo zatsopano zidawonjezedwa mu 2021. Mphamvu yopangira mikate yopyapyala Thandizo la ku Austria likuyembekezekanso kuyamba. mgawo lachiwiri.Popeza kulongedza ndi kuyesa kwatsala pang'ono 1 mpaka 2 miyezi mochedwa kuchokera ku foundry, madongosolo akulu oyesa adzafufuzidwa pakati pa chaka.

Kuyang'ana m'tsogolo, ngakhale makampani amayembekezera kuti zolimba ma CD ndi kuyezetsa mphamvu sizidzakhala zosavuta kuthetsa mu 2021, pa nthawi yomweyo, kukulitsa kupanga, m'pofunika kuwoloka waya chomangira makina, kudula makina, makina kuika ndi ma CD ena. zida zofunika kunyamula.Nthawi yobweretsera yawonjezedwanso pafupifupi nthawi imodzi.Zaka ndi zovuta zina.Komabe, makampani onyamula katundu ndi kuyesa akugogomezerabe kuti kuwonjezereka kwa ndalama zogulitsira ndi kuyesa zoyambira akadali "ntchito yosamala" yomwe iyenera kuganizira za ubale wamakasitomala wapakatikati komanso wautali.Choncho, tikhoza kumvetsa mavuto panopa IC kupanga makasitomala kuonetsetsa apamwamba kupanga mphamvu, ndi kupereka maganizo makasitomala monga kusintha zinthu, kusintha phukusi, ndi kukambirana mtengo, amenenso zochokera pamaziko a nthawi yaitali mgwirizano wopindulitsa. ndi makasitomala.

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Kukula kwa migodi kwalimbitsa mobwerezabwereza kuchuluka kwa magawo a BT
Kuchulukirachulukira kwamigodi padziko lonse lapansi kwayambanso, ndipo tchipisi tamigodi zakhalanso malo otentha pamsika.Mphamvu ya kinetic ya ma chain chain orders ikuwonjezeka.Opanga magawo a IC anena kuti mphamvu yopanga magawo a ABF yomwe nthawi zambiri imagwiritsidwa ntchito popanga zida zamigodi m'mbuyomu yatha.Changlong, popanda ndalama zokwanira, sangathe kupeza zokwanira.Makasitomala nthawi zambiri amasintha kukhala ma board onyamula a BT ambiri, zomwe zapangitsanso kuti mizere yopangira BT ya opanga osiyanasiyana ikhale yolimba kuyambira Chaka Chatsopano cha Lunar mpaka pano.

Makampani oyenerera adawulula kuti pali mitundu yambiri ya tchipisi yomwe ingagwiritsidwe ntchito kumigodi.Kuchokera ku ma GPU akale apamwamba kwambiri mpaka ma ASIC apadera apamigodi, imawonedwanso ngati yankho lokhazikitsidwa bwino.Ambiri mwa matabwa onyamula BT amagwiritsidwa ntchito pakupanga kwamtunduwu.Zogulitsa za ASIC.Chifukwa chomwe ma board onyamulira a BT atha kugwiritsidwa ntchito ku migodi ya ASIC makamaka chifukwa zinthuzi zimachotsa ntchito zosafunikira, ndikusiya ntchito zofunikira pamigodi.Kupanda kutero, zinthu zomwe zimafunikira mphamvu yamakompyuta apamwamba zimayenera kugwiritsa ntchito ma board onyamula a ABF.

Chifukwa chake, pakadali pano, kupatula chip migodi ndi kukumbukira, zomwe zikusintha kapangidwe ka bolodi, pali malo ochepa oti m'malo mwazinthu zina.Akunja amakhulupirira kuti chifukwa cha kuyambiranso kwadzidzidzi kwa ntchito zamigodi, zidzakhala zovuta kwambiri kupikisana ndi opanga ena akuluakulu a CPU ndi GPU omwe akhala pamzere kwa nthawi yayitali kuti azitha kupanga ABF.

Osanenapo kuti mizere yambiri yopangira zatsopano yomwe idakulitsidwa ndi makampani osiyanasiyana idapangidwa kale ndi opanga otsogolawa.Pamene chiwombankhanga chamigodi sichidziwa kuti chidzazimiririka liti, makampani opanga migodi alibe nthawi yoti alowe nawo.Ndi mzere wautali wodikirira wa ma board onyamula a ABF, kugula ma board onyamula a BT pamlingo waukulu ndiyo njira yabwino kwambiri.

Tikayang'ana kufunikira kwa ma board onyamula a BT mu theka loyamba la 2021, ngakhale nthawi zambiri kukula, kukula kwa tchipisi tamigodi ndikodabwitsa.Kuwona momwe zinthu zilili pamaoda amakasitomala sikofunikira kwakanthawi kochepa.Ngati ipitilira theka lachiwiri la chaka, lowetsani chonyamulira cha BT.Munthawi yayitali kwambiri ya bolodi, pakufunika kwambiri mafoni a m'manja AP, SiP, AiP, ndi zina zambiri, kulimba kwa gawo la gawo la BT kumatha kuwonjezeka.

Dziko lakunja limakhulupiriranso kuti sizikulamulidwa kuti zinthu zidzasintha pamene makampani opanga migodi amagwiritsa ntchito kuwonjezeka kwa mtengo kuti atenge mphamvu zopanga.Kupatula apo, ntchito zamigodi pakadali pano zili ngati ma projekiti amgwirizano akanthawi kochepa kwa opanga ma board onyamula a BT omwe alipo.M'malo mokhala chinthu chofunikira kwa nthawi yayitali ngati ma module a AiP, kufunikira ndi kufunikira kwa mautumiki akadali maubwino a mafoni am'manja, zamagetsi ogula ndi opanga zida zolumikizirana.

Makampani onyamula katundu adavomereza kuti zomwe zachitika kuyambira pomwe zidayamba kufunidwa ndi migodi zikuwonetsa kuti msika wazinthu zamigodi ndi wosakhazikika, ndipo sizikuyembekezeka kuti kufunikirako kudzasungidwa kwa nthawi yayitali.Ngati mphamvu yopanga ma board onyamula a BT iyenera kukulitsidwa mtsogolomo, iyeneranso kudalira.Chitukuko cha mapulogalamu ena sichidzawonjezera ndalama mosavuta chifukwa cha kufunikira kwakukulu panthawiyi.