Nekukura kwe5G, AI uye misika yepamusoro yekombuta, kudiwa kwevatakuri veIC, kunyanya vatakuri veABF, kwaputika.Nekudaro, nekuda kwehushoma huwandu hwevanopa vanokodzera, kupihwa kweABF
vatakuri vari kushomeka uye mutengo unoramba uchikwira.Iyo indasitiri inotarisira kuti dambudziko rekupa kwakasimba kweABF mutakuri mahwendefa angaenderera mberi kusvika 2023. Muchirevo chechinyorwa ichi, mana makuru maplate ekurodha zvidyarwa muTaiwan, Xinxing, Nandian, Jingshuo neZhending KY, vakatanga ABF plate kurodha zvirongwa zvekuwedzera gore rino, ne mari yekushandiswa kwemari inodarika NT $65 bhiriyoni (inenge RMB 15.046 bhiriyoni) muzvirimwa zvemumainland neTaiwan.Pamusoro pezvo, Ibiden neShinko vekuJapan, South Korea Samsung mota neDade zvemagetsi zvakawedzera kuwedzera mari yavo muABF mahwendefa ekutakura.
Iko kudiwa uye mutengo weABF inotakura bhodhi inokwira zvakanyanya, uye kushomeka kunogona kuenderera kusvika 2023
IC substrate inogadzirwa pahwaro hweHDI bhodhi (yakakwirira-density interconnection redunhu bhodhi), iyo ine hunhu hwehupamhi hwepamusoro, yakanyanya kurongeka, miniaturization uye hutete.Sezvinhu zvepakati zvinobatanidza chip uye bhodhi redunhu mune chip kurongedza maitiro, iyo yakakosha basa reABF inotakura bhodhi kuita yakakwira density uye yakakwirira-kumhanya yekubatanidza kutaurirana ne chip, uye wozobatana nehombe PCB bhodhi kuburikidza nemimwe mitsetse. pane IC carrier board, iyo inobata basa rekubatanidza, kuitira kuchengetedza kutendeseka kwedunhu, kuderedza kubuda, kugadzirisa nzvimbo yemutsara Inobatsira kuti zviri nani kupisa kupisa kwe chip kuchengetedza chip, uye kunyange kupinza passive uye kushanda. zvishandiso zvekuzadzisa mamwe mabasa ehurongwa.
Parizvino, mumunda wepamusoro-yekupedzisira kurongedza, IC mutakuri yave chikamu chakakosha che chip kurongedza.Iyo data inoratidza kuti pari zvino, chikamu cheIC mutakuri mumutengo wekutakura wasvika pamakumi mana%.
Pakati pevatakuri veIC, pane kunyanya ABF (Ajinomoto kuvaka firimu) vatakuri uye vatakuri veBT zvinoenderana neakasiyana hunyanzvi nzira dzakadai seCLL resin system.
Pakati pavo, ABF inotakura bhodhi inonyanya kushandiswa kune yakakwira komputa machipisi seCPU, GPU, FPGA uye ASIC.Mushure mekunge machipisi aya agadzirwa, anowanzo kuda kuiswa paABF inotakura bhodhi isati yaunganidzwa pane yakakura PCB board.Kana mutakuri weABF apera, vagadziri vakuru vanosanganisira Intel ne AMD havagone kutiza mhedzisiro yekuti chip haigone kutumirwa.Kukosha kweABF mutakuri kunogona kuonekwa.
Kubva chikamu chechipiri chegore rapera, nekuda kwekukura kwe5g, gore AI computing, maseva nemamwe misika, kudiwa kwepamusoro-performance computing (HPC) chips kwakawedzera zvikuru.Pamwe nekukura kwemusika kudiwa kwehofisi yemba / varaidzo, mota nemimwe misika, kudiwa kweCPU, GPU neAI machipi padivi rekupedzisira kwawedzera zvakanyanya, izvo zvawedzerawo kudiwa kwemabhodhi eABF anotakura.Yakabatana nemhedzisiro yetsaona yemoto muIbiden Qingliu fekitori, fekitori hombe inotakura IC, uye Xinxing Electronic Shanying fekitori, vatakuri veABF munyika vari kushomeka.
Muna Kukadzi gore rino, pamusika pakanga paine nhau dzekuti mahwendefa eABF ekutakura aive mukushomeka kwakanyanya, uye kutenderera kwekutakura kwave kwakareba semavhiki makumi matatu.Nekupfupika kweiyo ABF inotakura ndiro, mutengo wakaramba uchikwira.Iyo data inoratidza kuti kubva chikamu chechina chegore rapfuura, mutengo weIC mutakuri webhodhi wakaramba uchikwira, kusanganisira BT inotakura bhodhi inosvika makumi maviri muzana, nepo ABF inotakura bhodhi ichikwira 30% - 50%.
Sezvo huwandu hweABF hwekutakura huri mumaoko evagadziri vashoma muTaiwan, Japan neSouth Korea, kuwedzera kwavo kugadzirwa kwakange kushomawo munguva yakapfuura, izvo zvinoita kuti zviome kuderedza kushomeka kweABF carrier supply munguva pfupi. term.
Naizvozvo, vazhinji vanorongedza uye vanogadzira vanogadzira vakatanga kupa zano kuti vatengi vekupedzisira vashandure maitiro ekugadzira mamwe ma modules kubva kuBGA process inoda ABF mutakuri kumutsara weQFN process, kuitira kudzivirira kunonoka kwekutakura nekuda kwekutadza kuronga kugona kweABF mutakuri. .
Vagadziri vekutakura vakati parizvino, fekitori yega yega inotakura haina nzvimbo yakawanda yekubata chero "queue jumping" maodha nemutengo wepamusoro weyuniti, uye zvese zvinotongwa nevatengi vakamboona kugona.Zvino vamwe vatengi vakatotaura nezve kugona uye 2023,
Pakutanga, Goldman Sachs tsvagiridzo yakaratidza zvakare kuti kunyangwe iyo yakawedzera ABF inotakura simba yeIC mutakuri Nandian muKunshan chirimwa chiri kumahombekombe eChina chiri kutarisirwa kutanga muchikamu chechipiri chegore rino, nekuda kwekuwedzera kwenguva yekuendesa michina inodiwa pakugadzirwa. kuwedzera kusvika kumwedzi 8 ~ 12, iyo yepasi rose ABF inotakura simba yakawedzera negumi% ~ 15% chete gore rino, asi kudiwa kwemusika kunoramba kwakasimba, uye gaka rose rekuda kwekupa rinotarisirwa kuve rakaoma kudzikiswa panosvika 2022.
Mumakore maviri anotevera, nekukura kuri kuramba kuchidiwa kwePC, maseva emakore uye AI chips, kudiwa kwevatakuri veABF kucharamba kuchiwedzera.Pamusoro pezvo, kuvakwa kwepasi rose 5g network kuchadyawo nhamba huru yevatakuri veABF.
Pamusoro pezvo, nekudzikira kwemutemo waMoore, vanogadzira chip vakatangawo kuwedzera kushandisa tekinoroji yekurongedza kuti vaenderere mberi nekusimudzira hupfumi hwemutemo waMoore.Semuenzaniso, Chiplet tekinoroji, iyo yakagadziridzwa zvine simba muindasitiri, inoda yakakura ABF inotakura saizi uye goho rakaderera rekugadzira.Zvinotarisirwa kuenderera mberi nekuvandudza kudiwa kweABF mutakuri.Zvinoenderana nekufanotaura kweTuopu Indasitiri Research Institute, avhareji yemwedzi wega wega kudiwa kwepasi rose ABF inotakura mahwendefa ichakura kubva pamamirioni zana nemakumi masere neshanu kusvika 345 miriyoni kubva 2019 kusvika 2023, ine musanganiswa wepagore kukura kwe16.9%.
Mafekitari makuru ekurodha ndiro akawedzera kugadzirwa kwawo imwe pashure peimwe
Tichitarisa kuperevedza kuri kuenderera mberi kwemaplate ekutakura eABF pari zvino uye kukura kuri kuramba kuchidiwa kwemusika mune ramangwana, mana makuru ekugadzira IC carrier plate muTaiwan, Xinxing, Nandian, jingshuo neZhending KY, vakatanga hurongwa hwekuwedzera kugadzirwa gore rino, ne mari inodarika NT $65 bhiriyoni (inenge RMB 15.046 bhiriyoni) ichaiswa mumafekitori ari kumahombekombe neTaiwan.Pamusoro pezvo, Ibiden neShinko vekuJapan vakapedzisawo mapurojekiti ekuwedzera emutakuri we180 bhiriyoni uye mabhiriyoni makumi mapfumbamwe.South Korea's Samsung yemagetsi uye Dade zvemagetsi zvakawedzera kuwedzera mari yavo.
Pakati pemachina mana eTaiwan akapihwa mari neIC inotakura zvidyarwa, iyo yakakura mari yekushandisa gore rino yaive Xinxing, iyo inotungamira chirimwa, iyo yakasvika NT $ 36.221 bhiriyoni (inenge RMB 8.884 bhiriyoni), inoverengera inopfuura 50% yehuwandu hwekudyara kwezvidyarwa zvina, uye kuwedzera kwakakosha kwe157% zvichienzaniswa neNT $14.087 bhiriyoni gore rapfuura.Xinxing yakakwidza mashandisirwo ayo emari kane gore rino, ichiratidza mamiriro ezvinhu ekuti musika uri kushomeka.Pamusoro pezvo, Xinxing yakasaina zvibvumirano zvemakore matatu kwenguva refu nevamwe vatengi kudzivirira njodzi yekudzoreredzwa kwekuda kwemusika.
Nandian anoronga kushandisa kanenge NT $ 8 bhiriyoni (inenge RMB 1.852 bhiriyoni) pamari gore rino, nekuwedzera kwepagore kweanopfuura 9%.Panguva imwecheteyo, ichaita zvakare NT $ 8 bhiriyoni yekudyara chirongwa mumakore maviri anotevera kuwedzera iyo ABF board yekurodha mutsara weTaiwan Shulin chirimwa.Inotarisirwa kuvhura bhodhi nyowani yekurodha simba kubva mukupera kwa2022 kusvika 2023.
Nekuda kwerutsigiro rwakasimba rwekambani yevabereki Heshuo boka, Jingshuo akashingairira kuwedzera huwandu hwekugadzira hweABF mutakuri.Gore rino mari yekushandisa, kusanganisira kutenga nyika uye kuwedzera kwekugadzirwa, inofungidzirwa kudarika NT $ 10 bhiriyoni, kusanganisira NT $ 4.485 bhiriyoni mukutenga kwenyika uye zvivakwa muMyrica rubra.Yakasanganiswa nemari yekutanga mukutenga michina uye maitiro debottlenecking yekuwedzera kweABF mutakuri, iyo yakazara capital capital inotarisirwa kuwedzera neinopfuura 244% kana ichienzaniswa negore rapfuura, Iri zvakare yechipiri inotakura chirimwa muTaiwan ine mari yekushandisa. yadarika NT $10 bhiriyoni.
Pasi pechirongwa chekutenga kamwe chete-stop mumakore achangopfuura, boka reZhending harina kungobudirira kuita purofiti kubva kune iripo BT inotakura bhizinesi uye yakaramba ichiwedzera kaviri kugona kwayo kugadzira, asi mukati yakapedzisa zano remakore mashanu rekutakura dhizaini ndokutanga nhanho. mutakuri weABF.
Nepo kuwedzera kukuru kweTaiwan kweiyo ABF inotakura huwandu, Japan neSouth Korea hukuru hwekutakura huwandu hwehurongwa hwekuwedzera huri kuwedzera munguva pfupi yapfuura.
Ibiden, mutakuri weplate hombe muJapan, apedza chirongwa chekuwedzera ndiro ye180 bhiriyoni yen (angangoita 10.606 bhiriyoni yuan), ichivavarira kugadzira kukosha kwekubuda kunodarika mabhiriyoni mazana maviri nemakumi mashanu emayen muna 2022, zvakaenzana neUS $2.13 bhiriyoni.Shinko, mumwe mugadziri wekuJapan anotakura zvinhu uye akakosha mutengesi weIntel, akapedzisawo chirongwa chekuwedzera che90 bhiriyoni yen (inenge 5.303 bhiriyoni yuan).Zvinotarisirwa kuti huwandu hwekutakura huchawedzera ne40% muna 2022 uye mari inosvika US $ 1.31 bhiriyoni.
Uye zvakare, South Korea's Samsung mota yakawedzera chikamu chemari yekurodha ndiro kusvika kupfuura 70% gore rapfuura uye yakaramba ichidyara.Dade electronics, imwe yeSouth Korean plate yekurodha chirimwa, yakashandurawo HDI chirimwa ichi kuita ABF plate yekurodha chirimwa, nechinangwa chekuwedzera mari inosvika US $130 miriyoni muna 2022.
Nguva yekutumira: Aug-26-2021