Printed Circuit Boards (PCBs for short), ayo anonyanya kupa magetsi ekubatanidza zvinhu zvemagetsi, anonziwo "amai vezvigadzirwa zvemagetsi."Kubva pakuona kweketani yemaindasitiri, maPCB anonyanya kushandiswa mumidziyo yekutaurirana, makomputa uye maperipherals, zvemagetsi zvevatengi, mota dzemagetsi, dziviriro yenyika uye indasitiri yemauto nemamwe minda yemidziyo yemagetsi.Nekuvandudzwa uye kukura kwechitsva-chizvarwa ruzivo matekinoroji senge cloud computing, 5G, uye AI, yepasi rose data traffic icharamba ichiratidza kukura kwakanyanya.Pasi pekukura kuri kuwedzera kwevhoriyamu yedata uye maitiro ekufambisa kwegore, sevha PCB indasitiri ine tarisiro yakakura kwazvo yekusimudzira.
Indasitiri saizi overview
Maererano nehuwandu hweIDC, kutengesa kwepasi rose uye kutengesa kwakawedzera zvishoma kubva 2014 kusvika 2019. Muna 2018, kubudirira kweindastiri kwaive kwakakwirira.Kutumirwa uye kutumira kwakasvika 11.79 mamiriyoni emadhora uye 88.816 mabhiriyoni emadhora emadhora, gore negore kuwedzera kwe15.82 % Uye 32.77%, kuratidza zvose zviri zviviri uye kuwedzera kwemutengo.Huwandu hwekukura muna 2019 hwaive hushoma, asi hwakanga huchiri padanho repamusoro.Kubva 2014 kusvika 2019, China's server indasitiri yakakura nekukurumidza, uye kukura kwakapfuura iyo yepasirese.Muna 2019, kutakura kwakadonha zvishoma, asi huwandu hwekutengesa hwakawedzera gore-ne-gore, chimiro chemukati chechigadzirwa chakachinja, avhareji yemutengo weyuniti yakawedzera, uye chikamu chepamusoro-yekupedzisira server sekutengesa kwakaratidza kusimuka.
2. Kuenzanisa kwemakambani makuru evhavha Maererano nehuwandu hwekuongorora hutsva hwakaburitswa neIDC, makambani ekugadzira akazvimiririra mumusika wepasi rose server acharamba achitora chikamu chikuru muQ2 2020. Zvishanu zvekutengesa zvakanyanya ndeye HPE/Xinhuasan, Dell, Inspur, IBM, uye Lenovo, ine mugove wemusika Ivo 14,9%, 13.9%, 10.5%, 6.1%, 6.0%.Mukuwedzera, vatengesi veODM vakaverengera 28.8% yemugove wemusika, kuwedzera kwe63.4% gore negore, uye vakave sarudzo huru yekugadziriswa kwevhavha yemakambani maduku uye epakati-kati cloud computing.
Muna 2020, musika wepasi rose uchakanganiswa nedenda idzva rekorona, uye kuderera kwehupfumi hwenyika kuchave pachena.Makambani anowanzo tora online/cloud hofisi modhi uye achiri kuchengetedza kudiwa kwakanyanya kwemaseva.Q1 uye Q2 vakachengetedza chiyero chekukura kwepamusoro kupfuura mamwe maindasitiri, asi Zvichiri kuderera pane data yenguva imwechete yemakore apfuura.Zvinoenderana neongororo yakaitwa neDRAMeXchange, kudiwa kwesevha yepasi rose mukota yechipiri kwaifambiswa nekudiwa kwenzvimbo yedata.North America cloud makambani ndiwo ainyanya kushanda.Kunyanya, kudiwa kwemirairo yakadzvinyirirwa pasi pemhirizhonga muhukama hweSino-US gore rakapera yakaratidza maitiro akajeka ekuzadza zvinyorwa muchikamu chekutanga chegore rino, zvichiita kuti kuwedzerwa kwemaseva muhafu yekutanga Kukurumidza kunenge kwakasimba.
Vatengesi vashanu vepamusoro muChina's server market sales muQ1 2020 inspur, H3C, Huawei, Dell, uye Lenovo, ine zvikamu zvemusika zve37.6%, 15.5%, 14.9%, 10.1% uye 7.2%, zvichiteerana.Kutengeswa kwemusika kwese kwakaramba kwakagadzikana, uye kutengesa kwakaramba kuchikura.Kune rimwe divi, hupfumi hwepamba huri kupora nekukurumidza, uye chirongwa chitsva chezvivakwa chinotangwa zvishoma nezvishoma muchikamu chechipiri, uye kune kudiwa kukuru kwezvivakwa zvakaita semaseva;kune rumwe rutivi, kudiwa kwevatengi ve-ultra-hombe-scale kwakawedzera zvakanyanya.Semuenzaniso, Alibaba akabatsirwa nebhizimusi idzva rekutengesa Hema Season 618 Mutambo wekutenga, iyo ByteDance system, Douyin, nezvimwewo, iri kukura nekukurumidza, uye kudiwa kweseva yemumba kunotarisirwa kuchengetedza kukura nekukurumidza mumakore mashanu anotevera.
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Kuvandudzwa kwe server PCB indasitiri
Iko kuenderera mberi kwekukura kwe server kudiwa uye kuvandudzwa kwezvimiro zvekusimudzira kunotyaira iyo yese server indasitiri mukukwira kumusoro.Sechinhu chakakosha chekutakura sevha mashandiro, PCB ine tarisiro yakakura yekuwedzera zvese vhoriyamu uye mutengo pasi peiyo mbiri dhiraivha ye server kutenderera kumusoro uye chikuva kusimudzira kusimudzira.
Kubva pakuona kwekugadzirwa kwezvinhu, zvikamu zvikuru zvinobatanidzwa muPCB board muvhavha zvinosanganisira CPU, memory, hard disk, hard disk backplane, nezvimwewo. Mabhodhi ePCB anoshandiswa anonyanya 8-16 layers, 6 layers, package substrates, 18. akaturikidzana kana kupfuura, 4 akaturikidzana, uye mabhodhi akapfava.Neshanduko uye kuvandudzwa kweiyo yakazara dhijitari chimiro cheseva mune ramangwana, mabhodhi ePCB acharatidza maitiro makuru ehuwandu hwepamusoro.-18-layer boards, 12-14-layer boards, uye 12-18-layer boards ichava iyo huru zvinhu zve server PCB board mune ramangwana.
Kubva pakuona kwechimiro cheindasitiri, vatengesi vakuru ve server PCB indasitiri ndiTaiwanese uye mainland vagadziri.Vatatu vepamusoro iTaiwan Golden Electronics, Taiwan Tripod Technology neChina Guanghe Technology.Guanghe Technology ndiyo nhamba yekutanga server PCB muChina.mutengesi.Vagadziri veTaiwanese vanonyanya kutarisisa pane ODM server yekugovera cheni, nepo mainland makambani anotarisa pane brand server supply chain.ODM vatengesi vanonyanya kutaura kune vachena-brand server vatengesi.Cloud computing makambani anoisa mberi sevha yekumisikidza zvinodiwa kune vatengesi veODM, uye vatengesi veODM vanotenga mabhodhi ePCB kubva kune avo PCB vatengesi kuti vapedze dhizaini yekugadzira uye kuungana.ODM vatengesi vanoverengera 28.8% yepasirese server musika kutengesa, uye ivo vave nzira huru yekugovera maseva madiki uye epakati.Iyo mainland server inonyanya kupihwa nevagadziri vemhando (Inspur, Huawei, Xinhua III, nezvimwewo).Inotyairwa ne5G, zvivakwa zvitsva, uye makore komputa, kudiwa kwekutsiva mudzimba kwakasimba kwazvo.
Mumakore achangopfuura, mari uye purofiti yekukura kwevagadziri vepa mainland yakakwira zvakanyanya kupfuura yevagadziri veTaiwanese, uye kuedza kwavo kubata kwakasimba kwazvo.Nekuvandudzwa kwematekinoroji matsva, maseva emhando anotarisirwa kuenderera mberi nekuwedzera chikamu chavo chemusika.Iyo yepamba brand server yekugovera ketani modhi Mainland vagadziri vanotarisirwa kuenderera mberi nekuchengetedza yakakura kukura.Imwe pfungwa yakakosha ndeyekuti huwandu hwese hweR&D hwemakambani makuru ari kuwedzera gore negore, kudarika kudyara kwevagadziri veTaiwanese.Mumamiriro ezvinhu ekukurumidza shanduko yepasirese tekinoroji, vagadziri vepa mainland vane tariro yekutyora zvipingamupinyi zvehunyanzvi uye kutora chikamu chemusika pasi pehunyanzvi hutsva.
Mune ramangwana, nekuvandudzwa uye kukura kwechitsva-chizvarwa ruzivo matekinoroji senge cloud computing, 5G, uye AI, pasi rose data traffic icharamba ichiratidza kukura kwepamusoro, uye pasi rese server zvishandiso uye masevhisi acharamba achichengeta kudiwa kwakanyanya.Sechinhu chakakosha kumaseva, PCB inotarisirwa kuenderera mberi nekuchengetedza kukurumidza kukurumidza mune ramangwana, kunyanya indasitiri yemumba server PCB, ine tarisiro yakakura kwazvo yebudiriro pasi pemamiriro ekushandurwa kwehupfumi uye kusimudzira nekutsiviwa kwenzvimbo.