Mu bicuruzwa bitandukanye by’umuzunguruko w’umuzunguruko ku isi mu 2020, agaciro k’ibicuruzwa biva mu mahanga bivugwa ko bifite umuvuduko w’ubwiyongere bwa buri mwaka wa 18.5%, kikaba aricyo kinini mu bicuruzwa byose. Ibisohoka agaciro ka substrates bigeze kuri 16% byibicuruzwa byose, icya kabiri nyuma yubuyobozi bwinshi kandi bworoshye. Impamvu itwara ryabatwara abagenzi yerekanye iterambere ryinshi muri 2020 irashobora kuvugwa muri make nkimpamvu nyinshi zingenzi: 1. Ibicuruzwa byoherejwe na IC ku isi bikomeje kwiyongera. Dukurikije imibare ya WSTS, umuvuduko w’iterambere ry’umusaruro wa IC ku isi muri 2020 ni 6%. Nubwo umuvuduko wubwiyongere uri hasi gato ugereranije nubwiyongere bwumusaruro wagaciro, bivugwa ko ari 4%; 2. Igiciro cyo hejuru-ibiciro byabatwara ABF birakenewe cyane. Bitewe n'ubwiyongere bukabije bwibisabwa kuri sitasiyo ya 5G na mudasobwa zikora cyane, chip yibanze igomba gukoresha imbaho ​​zitwara ABF Ingaruka zo kuzamuka kwibiciro nubunini nabyo byongereye umuvuduko wubwiyongere bwibicuruzwa bitwara ibicuruzwa; 3. Ibisabwa bishya kubibaho bitwara terefone zigendanwa 5G. Nubwo kohereza terefone zigendanwa 5G muri 2020 biri munsi yibyo byari byateganijwe kuri miliyoni 200 gusa, milimetero 5G Kwiyongera k'umubare wa moderi ya AiP muri terefone zigendanwa cyangwa umubare wa modul ya PA muri RF-end ni yo mpamvu. kwiyongera gukenewe kubibaho byabatwara. Muri rusange, yaba iterambere ryikoranabuhanga cyangwa isoko rikenewe, inama yabatwara 2020 ntagushidikanya ko igicuruzwa cyiza cyane mubicuruzwa byose byumuzunguruko.

Ikigereranyo cyagereranijwe cyumubare wapaki ya IC kwisi. Ubwoko bwa paki bugabanijwemo urwego rwohejuru rwo kuyobora ubwoko bwa QFN, MLF, UMWANA…, ubwoko bwambere bwo kuyobora ikadiri SO, TSOP, QFP…, hamwe na pin nkeya DIP, ubwoko butatu bwavuzwe haruguru bukeneye gusa ikadiri yo kuyobora IC. Urebye impinduka ndende ndende mubipimo byubwoko butandukanye bwibipapuro, umuvuduko wubwiyongere bwa wafer-urwego hamwe na chip-yambaye ubusa ni byinshi. Ubwiyongere bw'ubwiyongere bw'umwaka kuva muri 2019 kugeza 2024 buri hejuru ya 10.2%, kandi umubare w’umubare rusange wuzuye ni 17.8% muri 2019., Uzamuka ugera kuri 20.5% muri 2024. Impamvu nyamukuru ni uko ibikoresho bigendanwa bigendanwa birimo amasaha y’ubwenge , na terefone, ibikoresho byambara… bizakomeza gutera imbere mugihe kizaza, kandi ubu bwoko bwibicuruzwa ntibisaba kubara cyane, bityo rero bishimangira ubworoherane no gutekereza kubiciro Ibikurikira, amahirwe yo gukoresha ibipapuro byo murwego rwa wafer ni menshi. Kubijyanye nubwoko bwo murwego rwohejuru bukoresha imbaho ​​zitwara, harimo nububiko rusange bwa BGA na FCBGA, umuvuduko wubwiyongere bwumwaka kuva 2019 kugeza 2024 ni 5%.

Isaranganya ryisoko ryabashoramari ku isoko ryabatwara isi ku isi riracyiganjemo Tayiwani, Ubuyapani na Koreya yepfo bishingiye ku karere k’abakora. Muri byo, umugabane w’isoko rya Tayiwani ugera kuri 40%, ukaba ariwo mwanya munini w’ibicuruzwa bitwara abagenzi muri iki gihe, Koreya yepfo Umugabane w’isoko ry’abakora inganda z’Abayapani n’abakora ibicuruzwa mu Buyapani uri mu myanya myinshi. Muri byo, abakora muri Koreya bakuze vuba. By'umwihariko, insimburangingo ya SEMCO yazamutse cyane bitewe n'ubwiyongere bw'ibyoherejwe na terefone igendanwa ya Samsung.

Kubijyanye n'amahirwe azaza mu bucuruzi, kubaka 5G byatangiye mu gice cya kabiri cya 2018 byatumye hakenerwa abaterankunga ba ABF. Nyuma yuko abayikora bongereye ubushobozi bwo kubyaza umusaruro muri 2019, isoko iracyari mike. Inganda zo muri Tayiwani zashoye imari irenga miliyari 10 z'amadolari yo kubaka ubushobozi bushya bwo gukora, ariko zizashyiramo ibirindiro mu gihe kiri imbere. Tayiwani, ibikoresho byitumanaho, mudasobwa zikora cyane… byose bizatanga ibisabwa kubibaho byabatwara ABF. Biteganijwe ko 2021 izaba ikiri umwaka aho ibyifuzo byabatwara ABF bitoroshye. Byongeye kandi, kuva Qualcomm yatangije module ya AiP mu gihembwe cya gatatu cya 2018, terefone zigendanwa 5G zafashe AiP kugirango zongere ubushobozi bwo kwakira ibimenyetso bya terefone igendanwa. Ugereranije na terefone zigezweho za 4G ukoresheje ikibaho cyoroshye nka antene, module ya AiP ifite antenne ngufi. Chip ya RF… nibindi. bapakiwe muri module imwe, bityo ibisabwa kubuyobozi bwa AiP bitwara bizaboneka. Mubyongeyeho, ibikoresho byitumanaho rya 5G birashobora gusaba AiPs 10 kugeza 15. Buri antenna ya AiP igizwe na 4 × 4 cyangwa 8 × 4, bisaba umubare munini wibibaho. (TPCA)