Amabhodi wesifunda aphrintiwe (ama-PCB amafushane), ahlinzeka ngokukhethekile ukuxhumeka kukagesi kwezinto ze-elekthronikhi, abizwa nangokuthi "umama wemikhiqizo yohlelo lwe-elekthronikhi." Ngokombono we-Industrial Chain, ama-PCBs asetshenziswa ikakhulukazi emishini yokuxhumana, amakhompyutha kanye nama-elekthronikhi abathengi, izimoto ezivikelayo, imboni yezempi kanye neminye imikhakha yezempi. Ngokuthuthukiswa kanye nokuvuthwa kobuchwepheshe bolwazi lwesizukulwane esisha njenge-computing yefu, i-5G, ne-AI, ithrafikhi yedatha yomhlaba wonke izoqhubeka nokukhombisa umkhuba wokukhula okuphezulu. Ngaphansi kokukhula okuqhumayo kwevolumu yedatha kanye nomkhuba wokudluliselwa kwefu le-DEAD,, imboni ye-PCB yeseva inamathuba abanzi kakhulu wokuthuthuka.

Sibutseteli Yezimboni
Ngokusho kwezibalo ze-IDC, ukuhanjiswa kweseva yomhlaba kanye nokuthengisa kukhuphuke ngokuqinile ukusuka ngonyaka ka-2014 kuya ku-2018. Ngo-2018, ukuchuma kwemboni kuphakeme kakhulu. Ukuhanjiswa kanye nokuhanjiswa okufinyelelwe amayunithi ayizigidi eziyi-11.79 nama-88.816 billion ama-US Dollars, ukwenyuka konyaka ngo-15.82% no-32.77%, kukhombisa ukunyuka kwevolumu nentengo. Izinga lokukhula ngo-2019 lalihamba kancane, kepha lalisendaweni ephakeme yomlando. Kusukela ngonyaka ka-2014 kuya ku-2019, imboni yeseva yaseChina yathuthuka ngokushesha, futhi izinga lokukhula lidlula lowo wonke umhlaba. Ngo-2019, ukuthunyelwa kwawa ngokulingana, kepha inani lokuthengisa landa unyaka nonyaka, ukwakheka kwangaphakathi komkhiqizo kuguqulwe, intengo yeyunithi evamile yanda, kanti inani lentengo ye-High Server libonisa umkhuba okhuphukayo.

2. Ukuqhathaniswa kwezinkampani ezinkulu zeseva ngokuya ngemininingwane yakamuva yenhlolovo ekhishwe yi-IDC, izinkampani ezizimele zokwakhiwa emakethe ye-Global Server zisazongena nge-HPE / xinhuasan, i-13.9%, i-6.1%, 6.1%, 6.1%, 6.1%, 6.1%, 6.1%, 6.1%, 6.1%, 6.1%, 6.1%, 6.1%, 6.1%, 6.1%, 6.1%, 6.1%, 6.1%, 6.1%, 6.1%, 6.1%, 6.1%, 6.1%, 6.1%, 6.1%, 6.1%, 6.1% Ngaphezu kwalokho, abathengisi be-ODM babalwe ngo-28.8% wesabelo semakethe, ukwanda kuka-63.4% unyaka nonyaka, futhi sebephenduke izinkampani ze-server ezifuywayo.

Ngo-2020, imakethe yomhlaba wonke izothintwa ubhubhane olusha lomqhele, futhi ukwehla komnotho womhlaba wonke kuzoba sobala. Izinkampani zakha kakhulu amamodeli we-inthanethi / amafu atholakale futhi asalondolozele isidingo esikhulu samaseva. I-Q1 ne-Q2 zilondoloze izinga lokukhula eliphakeme kunezinye izimboni, kepha zisezingeni eliphansi kunedatha yesikhathi esifanayo seminyaka edlule. Ngokwenhlolovo eyenziwe nge-Dramexchange, i-Global Server Demage ngekota yesibili yaqhutshwa yisidingo sesikhungo sedatha. Izinkampani zamafu aseNyakatho Melika zazisebenza kakhulu. Ikakhulu, isidingo sama-oda sicindezelwe ngaphansi kwesiphithiphithi ebudlelwaneni be-Sino-US ngonyaka owedlule bakhombisa ukuthambekela okucacile kokubuyisa indawo ngekota yokuqala yalo nyaka, okuholela ekwandeni kwamaseva engxenyeni yokuqala iqinile.

Abathengisi abahlanu abaphezulu ekuthengisweni kwemakethe yeseva yaseChina ku-Q1 2020 bagqugquzelwa, i-H3C, i-Huawei, i-DELL, neLenovo, nge-14.5%, i-10.1%, nge-7.1%, ngokulandelana. Ukuhanjiswa kwemakethe jikelele kusesimweni esizinzile, futhi ukuthengisa kugcinwa ukukhula okuqhubekayo. Ngakolunye uhlangothi, umnotho wasekhaya uyalulama ngokushesha, futhi uhlelo olusha lwengqalasizinda lwethulwa kancane kancane kwikota yesibili, futhi kunesidingo esikhulu sengqalasizinda efana namaseva; Ngakolunye uhlangothi, isidingo samakhasimende we-Ultra-scale akhuphuke kakhulu. Isibonelo, u-Alibaba uzuze kwi-Retail Business Hema Season entsha engu-618 umkhosi wokuthenga, uhlelo lwe-Bluetance, Douyin, njll.

II
Ukuthuthukiswa kwemboni ye-PCB yeseva
Ukukhula okuqhubekayo kwesidingo seseva kanye nokuthuthukiswa kwezibuyekezo zesakhiwo kuzoshayela yonke imboni yeseva ibe ngumjikelezo ophezulu. Njengezinto ezibalulekile zokuthwala imisebenzi yeServer, i-PCB inethemba elibanzi lokwandisa womabili ivolumu nentengo ngaphansi kwedrayivu emibili yokujikeleza kweseva kuya phezulu kanye nentuthuko yokuthuthukisa ipulatifomu.

Ngokombono wesakhiwo sezinto ezibonakalayo, izingxenye eziphambili ezibandakanyeke ebhodini le-PCB kwiseva zifaka i-CPU, inkumbulo, idiski ye-PCB, amabhodi we-PCB asetshenzisiwe ikakhulu izingqimba eziyi-8-16, izingqimba zephakeji, namabhodi athambile. Ngokuguqulwa kanye nokuthuthukiswa kwesakhiwo sedijithali sonke seseva ngokuzayo, amabhodi e-PCB azokhombisa ukuthambekela okuyinhloko kwezinombolo ezisezingeni eliphakeme. -18-ungqimba amabhodi, amabhodi ezingqimba eziyi-12-14, namabhodi ezingqimba eziyi-12-18 kuzoba yizinto ezisetshenziswayo zamabhodi e-PCB we-Server ngokuzayo.

Ngokombono wesakhiwo sezimboni, abahlinzeki abaphambili bemboni ye-PCB yeServer PCB bangabakhiqizi baseTaiwan nabakwaMainland. Okwesithathu abaphezulu yiTaiwan Electronics electronication, eTaiwan Tripod Technology kanye neChina Guanghe Technology. I-Guanghe Technology iyinombolo yokuqala ye-PCB yeseva eChina. umphakeli. Abakhiqizi baseTaiwan ikakhulukazi bagxila kakhulu kwi-ODM Server Chain, kanti izinkampani ezi-mainland zigxile ekuhlinzekweni kweseva yomkhiqizo. Abathengisi be-ODM ikakhulukazi babhekisela kubathengisi be-White-Brand Server. Izinkampani ze-Computing ze-Cloud zibeka izidingo zokuhlelwa kweseva eziya phambili kubathengisi be-ODM, kanye nabathengisi be-ODM ukuthenga abathengisi abavela kubathengisi bawo be-PCB ukuqedela ukwakheka kwehadiwe kanye nomhlangano. I-ODM Vendors Akhawunti ka-28,8% yokuthengisa kwemakethe yeseva ye-Global Server, futhi baba yifomu elijwayelekile lokuhlinzekwa kwamaseva amancane naphakathi. Iseva yezwe ihlinzekwa ngabakhiqizi bomkhiqizo (ukunxusa, i-Huawei, i-Xinhua III, njll.). Iqhutshwa yi-5G, ingqalasizinda entsha, kanye ne-computing yamafu, ukufunwa kokubuyiselwa kwasekhaya kuqine kakhulu.

Eminyakeni yamuva nje, imali engenayo kanye nokukhula kwenzuzo yabakhiqizi bendawo abaphakeme kakhulu kunaleyo yabakhiqizi baseTaiwan, kanye nemizamo yabo yokubamba iqinile kakhulu. Ngokuthuthukiswa kobuchwepheshe obusha, amaseva omkhiqizo kulindeleke ukuthi aqhubeke nokwandisa isabelo sabo semakethe. Abakhiqizi be-Devid Brand Supply Chain Callege Mainland abakhiqizi kulindeleke ukuthi baqhubeke nokugcina umfutho wokukhula okuphezulu. Elinye iphuzu lokhiye ukuthi izindleko ze-R & D zezinkampani eziphambili ezweni lonke ziyanda unyaka nonyaka, zidlula kude ukutshalwa kwezimali kwabakhiqizi baseTaiwan. Ngokwesimo sokushintsha okusheshayo kwezobuchwepheshe komhlaba wonke, abakhiqizi bendawo abanethemba lokuthi banethemba elikhulu ukwephula izithiyo zobuchwepheshe futhi babambe ukwabiwa kwemakethe ngaphansi kobuchwepheshe obusha.

Ngokuzayo, ngokuthuthukiswa kanye nokuvuthwa kobuchwepheshe bolwazi olusha olunjenge-computer Cloud, 5G, ne-AI, ithrafikhi yedatha yomhlaba wonke izoqhubeka nokukhombisa umkhuba wokukhula okuphezulu, kanye nemishini yeseva yomhlaba wonke kuzoqhubeka nokugcina okufunwayo. Njengezinto ezibalulekile zamaseva, i-PCB kulindeleke ukuthi iqhubeke nokukhula ngokushesha ngokuzayo, ikakhulukazi imboni ye-PCB ye-PCB yasekhaya, enezinto ezibanzi kakhulu zokuthuthukisa ngaphansi kwesizinda soshintsho lwezomnotho kanye nokwenza ngcono kwasendaweni.