Gutanga ikibaho cyabatwara biragoye, ninde uzatera impinduka muburyo bwo gupakira??

01
Igihe cyo gutanga ikibaho cyabatwara kiragoye kugikemura, kandi uruganda rwa OSAT rusaba guhindura uburyo bwo gupakira

Inganda zo gupakira no gupima IC zikora ku muvuduko wuzuye.Abayobozi bakuru b’ibikoresho byo gupakira no gupima hanze (OSAT) bavuze nta buryarya ko mu 2021 byagereranijwe ko ikigereranyo cy’ibanze cyo guhuza insinga, substrate yo gupakira, hamwe na epoxy resin yo gupakira (Epoxy) biteganijwe ko kizakoreshwa mu 2021. Gutanga no gukenera ibikoresho nka Molding Compund birakomeye, kandi byagereranijwe ko bizaba ihame muri 2021.

Muri byo, nk'urugero, imashini ikora neza cyane (HPC) ikoreshwa mu bikoresho bya FC-BGA, hamwe no kubura insimburangingo ya ABF yatumye abakora inganda mpuzamahanga ba chip bakomeza gukoresha uburyo bwo gupakira ibikoresho kugira ngo babone isoko y'ibikoresho.Ni muri urwo rwego, igice cya nyuma cy’inganda zipakira no gupima zagaragaje ko zidakenewe cyane ku bicuruzwa bya IC, nk'ibikoresho bikuru bigenzura (Controller IC).

Ubusanzwe muburyo bwo gupakira BGA, gupakira no gupima ibimera bikomeje gusaba abakiriya ba chip guhindura ibikoresho no kwemeza ibicuruzwa bya CSP bishingiye kuri substrate ya BT, kandi bagaharanira kurwanira imikorere ya NB / PC / umukino wa konsole CPU, GPU, seriveri Netcom chip , nibindi, Ugomba gufata icyemezo cyabatwara ABF.

Mubyukuri, igihe cyo gutanga ikibaho cyabatwara cyongerewe igihe kuva mumyaka ibiri ishize.Bitewe nubwiyongere bwa vuba bwibiciro byumuringa wa LME, ikadiri yambere ya IC na modules yingufu ziyongereye hasubijwe imiterere yikiguzi.Naho impeta Kubikoresho nka resin ya ogisijeni, inganda zo gupakira no gupima nazo zaburiwe nko mu ntangiriro za 2021, kandi ibintu bitangwa hamwe nibisabwa nyuma yumwaka mushya ukwezi bizagaragara.

Inkubi y'umuyaga yabanjirije muri Texas muri Amerika yagize ingaruka ku itangwa ry'ibikoresho byo gupakira nka resin n'ibindi bikoresho byo mu rwego rwo hejuru biva mu mahanga.Abashoramari benshi b'Abayapani bakora ibikoresho, barimo Showa Denko (yahujwe na Hitachi Chemical), bazakomeza kugira 50% gusa by'ibikoresho byatanzwe kuva muri Gicurasi kugeza muri Kamena.Sisitemu ya Sumitomo yatangaje ko kubera ubushobozi bw’umusaruro urenze uboneka mu Buyapani, ASE Investment Holdings hamwe n’ibicuruzwa byayo XX, bigura ibikoresho byo gupakira mu itsinda rya Sumitomo, bitazagira ingaruka cyane kuri ubu.

Nyuma yubushobozi bwo gukora ibicuruzwa biva mu ruganda bikabije kandi byemejwe ninganda, inganda za chip zigereranya ko nubwo gahunda yubushobozi iteganijwe yabaye hafi yumwaka utaha, itangwa ryagenwe hafi.Inzitizi zigaragara cyane kuri bariyeri zoherejwe ziri murwego rwanyuma.Gupakira no kugerageza.

Ubushobozi buke bwo gukora ibicuruzwa bisanzwe (WB) bipfunyika bizagorana kubikemura kugeza umwaka urangiye.Gupakira Flip-chip (FC) nayo yagumanye igipimo cyayo cyo kuyikoresha kurwego rwohejuru kubera icyifuzo cya HPC na chipic, kandi gupakira FC bigomba kuba bikuze.Isanzwe isanzwe yo gupima substrate irakomeye.Nubwo ibibuze cyane ari ikibaho cya ABF, kandi ikibaho cya BT kiracyemewe, inganda zo gupakira no gupima ziteganya ko ubukana bwa BT substrates nabwo buzaza mugihe kizaza.

Usibye kuba ibyuma bya elegitoroniki bikoresha amamodoka byaciwe ku murongo, uruganda rwo gupakira no gupima rukurikiza icyerekezo cy’inganda zikora.Mu mpera z'igihembwe cya mbere no mu ntangiriro z'igihembwe cya kabiri, yakiriye bwa mbere itegeko rya wafer ryatanzwe n'abacuruzi mpuzamahanga ba chip mu 2020, kandi rishya ryongewemo mu 2021. Ubushobozi bwo gutanga umusaruro wafer ubufasha bwa Otirishiya nabwo buteganijwe gutangira. mu gihembwe cya kabiri.Kubera ko gupakira no gupima bitinze amezi 1 kugeza kuri 2 uhereye kubishingwe, amabwiriza manini y'ibizamini azahindurwa hagati yumwaka.

Urebye imbere, nubwo inganda ziteganya ko ubushobozi buke bwo gupakira no gupima bitazoroha kubikemura mu 2021, icyarimwe, kwagura umusaruro, birakenewe kurenga imashini ihuza insinga, imashini ikata, imashini ishyira hamwe nibindi bipakira ibikoresho bikenerwa mu gupakira.Igihe cyo gutanga nacyo cyongerewe hafi imwe.Imyaka nibindi bibazo.Nyamara, inganda zipakira no gupima ziracyashimangira ko kwiyongera kw'ibiciro byo gupakira no gupima ibicuruzwa bikiri “umushinga witonze” ugomba kuzirikana umubano hagati y'abakiriya n'igihe kirekire.Kubwibyo, turashobora kandi gusobanukirwa ningorane zigezweho zabakiriya ba IC bashushanya kugirango tumenye neza umusaruro mwinshi, kandi duhe abakiriya ibitekerezo nkimpinduka zifatika, impinduka zapakiye, hamwe nibiganiro byibiciro, nabyo bishingiye kubufatanye bwigihe kirekire cyungurana inyungu hamwe nabakiriya.

02
Ubucukuzi bw'amabuye y'agaciro bwongereye ingufu mu kongera umusaruro wa BT substrates
Ubucukuzi bw'amabuye y'agaciro ku isi bwongeye kwiganza, kandi amabuye y'agaciro acukura yongeye kuba ahantu hashyushye ku isoko.Ingufu za kinetic zo gutanga ibicuruzwa zagiye ziyongera.Uruganda rwa IC substrate rwerekanye muri rusange ko ubushobozi bwumusaruro wa ABF substrate ukunze gukoreshwa mugucukura amabuye y'agaciro mu bihe byashize byarangiye.Changlong, idafite igishoro gihagije, ntishobora kubona isoko ihagije.Abakiriya muri rusange bahindukirira ubwinshi bwikibaho cyabatwara BT, ari nacyo cyatumye BT itwara imiyoboro yubuyobozi bwa BT yinganda zinyuranye zagiye zikomera kuva umwaka mushya ukwezi kugeza ubu.

Inganda zibishinzwe zagaragaje ko mubyukuri hari ubwoko bwinshi bwa chipi zishobora gukoreshwa mu bucukuzi.Kuva kera cyane GPUs kugeza murwego rwo hejuru rwacukuwe nyuma ya ASICs, nayo ifatwa nkigisubizo cyashizweho neza.Ibyinshi mubibaho bitwara BT bikoreshwa kubwubu buryo bwo gushushanya.Ibicuruzwa bya ASIC.Impamvu imbaho ​​zitwara BT zishobora gukoreshwa mubucukuzi bwa ASICs ahanini ni ukubera ko ibyo bicuruzwa bivanaho imirimo isigaye, hasigara gusa imirimo isabwa mu bucukuzi.Bitabaye ibyo, ibicuruzwa bisaba imbaraga zo kubara biracyakenewe gukoresha imbaho ​​zitwara ABF.

Kubwibyo, muriki cyiciro, usibye gucukura amabuye y'agaciro na memoire, bigenda bihindura igishushanyo mbonera cyabatwara, hari umwanya muto wo gusimbuza mubindi bikorwa.Abari hanze bemeza ko kubera kongera gutungurwa mu buryo butunguranye gusaba ubucukuzi bw'amabuye y'agaciro, bizagorana cyane guhangana n’abandi bakora inganda zikomeye za CPU na GPU batonze umurongo igihe kirekire ku bushobozi bwo gutwara ibicuruzwa bya ABF.

Tutibagiwe ko imirongo myinshi yumusaruro mushya yaguwe namasosiyete atandukanye yamaze kugirana amasezerano nabakora inganda zikomeye.Iyo ubucukuzi bw'amabuye y'agaciro butazi igihe buzimira gitunguranye, amasosiyete acukura amabuye y'agaciro ntabwo rwose afite umwanya wo kwinjiramo.Hamwe n'umurongo muremure utegereje ku kibaho cy'abatwara ABF, kugura imbaho ​​zitwara BT ku nini nini niyo nzira nziza.

Urebye ibisabwa kubisabwa bitandukanye byubuyobozi bwikigo cya BT mugice cya mbere cyumwaka wa 2021, nubwo muri rusange kuzamuka kuzamuka, umuvuduko wubwiyongere bwamabuye y'agaciro uratangaje.Kwitegereza uko ibintu byateganijwe byabakiriya ntabwo aribisabwa mugihe gito.Niba bikomeje mugice cya kabiri cyumwaka, andika BT itwara.Mugihe cyibihe bisanzwe byubuyobozi, mugihe gikenewe cyane kuri terefone igendanwa AP, SiP, AiP, nibindi, ubukana bwubushobozi bwa BT substrate bushobora kurushaho kwiyongera.

Isi yo hanze nayo yemera ko bitabujijwe ko ibintu bizahinduka mu bihe aho amasosiyete acukura amabuye y'agaciro akoresha izamuka ry’ibiciro kugira ngo afate ubushobozi bw’umusaruro.Nyuma ya byose, ubucukuzi bw'amabuye y'agaciro buhagaze nk'imishinga y'igihe gito ugereranije n’ubucuruzi busanzwe bwa BT.Aho kuba ibicuruzwa byigihe kirekire bikenewe mugihe kizaza nka moderi ya AiP, akamaro nibyihutirwa bya serivisi biracyari inyungu za terefone zigendanwa gakondo, ibikoresho bya elegitoroniki y’abaguzi n’abakora chip itumanaho.

Inganda zitwara abagenzi ziyemereye ko ubunararibonye bwakusanyirijwe kuva hagaragara bwa mbere icyifuzo cy’amabuye y'agaciro cyerekana ko isoko ry’ibicuruzwa by’amabuye y'agaciro bihindagurika cyane, kandi bikaba biteganijwe ko icyifuzo kizakomeza igihe kirekire.Niba ubushobozi bwibikorwa byubuyobozi bwa BT bugomba kwagurwa mugihe kizaza, bigomba no guterwa nayo.Iterambere ryimiterere yizindi porogaramu ntirishobora kongera ishoramari byoroshye kubera ibisabwa byinshi muriki cyiciro.