Hamwe no kwiyongera kwa 5G, AI hamwe n’amasoko yo kubara akora cyane, icyifuzo cyabatwara IC, cyane cyane abatwara ABF, cyiyongereye.Ariko, kubera ubushobozi buke bwabashinzwe gutanga, gutanga ABF
abatwara ibintu biri kubura kandi igiciro gikomeje kuzamuka.Inganda ziteganya ko ikibazo cyo kugemura cyane ibyapa bitwara ABF gishobora gukomeza kugeza mu 2023. Ni muri urwo rwego, inganda enye zipakurura amasahani muri Tayiwani, Xinxing, Nandian, Jingshuo na Zhending KY, zatangije gahunda yo kwagura ibyapa bya ABF muri uyu mwaka, hamwe amafaranga yose yakoreshejwe asaga miliyari 65 z'amadolari ya Amerika (hafi miliyari 15.046) mugihugu cya Tayiwani.Byongeye kandi, Ubuyapani Ibiden na Shinko, moteri ya Samsung yo muri Koreya yepfo na Dade electronics byongereye ishoramari mu byapa bitwara ABF.
Icyifuzo nigiciro cyibicuruzwa byabatwara ABF bizamuka cyane, kandi ibura rishobora gukomeza kugeza 2023
IC substrate yatejwe imbere hashingiwe ku kibaho cya HDI (ikibaho kinini cyuzuzanya cyumuzunguruko), gifite ibimenyetso biranga ubucucike bukabije, busobanutse neza, miniaturizasi no kunanuka.Nkibikoresho biciriritse bihuza chip hamwe ninama yumuzunguruko mugikorwa cyo gupakira chip, imikorere yibanze yubuyobozi bwikigo cya ABF nugukora ubucucike bwihuse hamwe nihuta ryihuta ryitumanaho hamwe na chip, hanyuma ugahuza nubuyobozi bunini bwa PCB binyuze mumirongo myinshi. ku kibaho cyitwara IC, kigira uruhare runini, kugirango urinde ubusugire bwumuzunguruko, kugabanya kumeneka, gukosora umurongo Birafasha neza gukwirakwiza ubushyuhe bwa chip kugirango urinde chip, ndetse ushiramo pasiporo kandi ikora ibikoresho kugirango ugere kubikorwa bya sisitemu.
Kugeza ubu, mu rwego rwo gupakira ibintu byo mu rwego rwo hejuru, umutwara wa IC yabaye igice cy'ingirakamaro mu gupakira chip.Amakuru yerekana ko kuri ubu, igipimo cyabatwara IC mugiciro rusange cyo gupakira kigeze kuri 40%.
Mubatwara IC, harimo cyane cyane ABF (Ajinomoto yubaka firime) nabatwara BT ukurikije inzira zitandukanye za tekiniki nka sisitemu ya CLL resin.
Muri byo, ikibaho cyabatwara ABF gikoreshwa cyane cyane kuri chip yo kubara cyane nka CPU, GPU, FPGA na ASIC.Nyuma yuko izo chipi zimaze gukorwa, mubisanzwe zikenera gupakirwa ku kibaho cyabatwara ABF mbere yuko ziteranirizwa ku kibaho kinini cya PCB.Iyo ubwikorezi bwa ABF bumaze kubura, abakora inganda zikomeye barimo Intel na AMD ntibashobora guhunga amaherezo yuko chip idashobora koherezwa.Akamaro k'abatwara ABF murashobora kugaragara.
Kuva igice cya kabiri cyumwaka ushize, tubikesha kwiyongera kwa 5g, kubara ibicu bya AI, seriveri nandi masoko, icyifuzo cya chip-comptabilite ikora cyane (HPC) cyiyongereye cyane.Hamwe no kwiyongera kwisoko ryibiro byo murugo / imyidagaduro, imodoka nandi masoko, icyifuzo cya CPU, GPU na AI kuruhande rwa terminal cyiyongereye cyane, kikaba cyanatumye ibyifuzo byubuyobozi bwabatwara ABF.Hamwe n’ingaruka z’impanuka y’umuriro mu ruganda rwa Ibiden Qingliu, uruganda runini rutwara IC, n’uruganda rwa Xinxing Electronic Shanying, abatwara ABF ku isi barabura ikibazo gikomeye.
Muri Gashyantare uyu mwaka, ku isoko hari amakuru avuga ko ibyapa by'abatwara ABF byari bike cyane, kandi igihe cyo gutanga cyari kimaze ibyumweru 30.Hamwe nogutanga ibikoresho bya plaque ya ABF, igiciro nacyo cyakomeje kuzamuka.Amakuru yerekana ko kuva mu gihembwe cya kane cyumwaka ushize, igiciro cyikigo cyabatwara IC cyakomeje kuzamuka, harimo nubuyobozi bwabatwara BT bwazamutseho 20%, mugihe ubuyobozi bwabatwara ABF bwazamutse 30% - 50%.
Nkuko ubushobozi bwabatwara ABF buri mumaboko yinganda nke muri Tayiwani, Ubuyapani na Koreya yepfo, kwagura umusaruro nabyo byari bike mugihe cyashize, ibyo bikaba binagorana kugabanya ikibazo cyibura ryabatwara ABF mugihe gito ijambo.
Kubwibyo, benshi mubapakira no gupima batangiye gutanga igitekerezo cyuko abakiriya ba nyuma bahindura uburyo bwo gukora modules zimwe ziva mubikorwa bya BGA bisaba abatwara ABF kumurongo wa QFN, kugirango birinde gutinda kubyoherezwa kubera kutabasha guteganya ubushobozi bwabatwara ABF .
Inganda zitwara abagenzi zavuze ko kuri ubu, buri ruganda rutwara abantu rudafite umwanya munini wo kuvugana na "umurongo wo gusimbuka umurongo" hamwe nigiciro kinini, kandi ibintu byose byiganjemo abakiriya babanje gutanga ubushobozi.Ubu abakiriya bamwe ndetse bavuze kubushobozi na 2023,
Mbere, raporo y’ubushakashatsi bwa Goldman Sachs yerekanaga kandi ko nubwo ubushobozi bw’ubwikorezi bwa ABF bwagutse bw’ikigo cya IC cyitwa Nandian mu ruganda rwa Kunshan ku mugabane w’Ubushinwa biteganijwe ko kizatangira mu gihembwe cya kabiri cy’uyu mwaka, bitewe no kongera igihe cyo gutanga ibikoresho bikenerwa mu gukora kwaguka kugeza ku mezi 8 ~ 12, ubushobozi bwabatwara ABF ku isi bwiyongereyeho 10% ~ 15% gusa muri uyu mwaka, ariko isoko rikomeje gukomera, kandi icyuho rusange cyo gutanga-isoko giteganijwe kugabanuka bitarenze 2022.
Mu myaka ibiri iri imbere, hamwe nubwiyongere bukomeza bwibisabwa kuri PC, seriveri yibicu hamwe na chip ya AI, ibyifuzo byabatwara ABF bizakomeza kwiyongera.Mubyongeyeho, kubaka urusobe rwisi 5g bizatwara kandi umubare munini wabatwara ABF.
Byongeye kandi, hamwe n’itinda ry’amategeko ya Moore, abakora chip na bo batangiye gukoresha byinshi mu buhanga bwo gupakira ibikoresho kugira ngo bakomeze guteza imbere ubukungu bw’amategeko ya Moore.Kurugero, tekinoroji ya Chiplet, yateye imbere cyane munganda, isaba ubunini bwabatwara ABF n'umusaruro muke.Biteganijwe ko bizarushaho kunoza icyifuzo cyabatwara ABF.Dukurikije ibyahanuwe n’ikigo cy’ubushakashatsi cy’inganda cya Tuopu, impuzandengo ya buri kwezi ikenerwa n’ibyapa bitwara abantu ku isi ABF izava kuri miliyoni 185 igera kuri miliyoni 345 kuva 2019 kugeza 2023, hamwe n’ubwiyongere bw’umwaka buri mwaka bwa 16.9%.
Inganda nini zipakurura amasahani yaguye umusaruro umwe umwe
Urebye kubura ubudahwema bw'ibyapa bitwara ABF muri iki gihe no kuzamuka kw'isoko rikomeje ku isoko mu bihe biri imbere, inganda enye zikomeye zitwara ibicuruzwa muri IC muri Tayiwani, Xinxing, Nandian, jingshuo na Zhending KY, zatangije gahunda yo kwagura umusaruro muri uyu mwaka, hamwe amafaranga yose yakoreshejwe asaga miliyari 65 z'amadolari ya Amerika (hafi miliyari 15.046 z'amafaranga y'u Rwanda) gushorwa mu nganda zo ku mugabane wa Tayiwani.Byongeye kandi, Ubuyapani Ibiden na Shinko nabo barangije miliyari 180 yen na miliyari 90 yen yo kwagura abatwara.Amashanyarazi ya Samsung na Koreya yepfo na Dade electronics nayo yaguye ishoramari.
Mu nganda enye za Tayiwani zatewe inkunga na IC itwara abantu, amafaranga menshi yakoreshejwe muri uyu mwaka ni Xinxing, uruganda ruza ku isonga, yageze kuri miliyari 36.221 z'amadorari (hafi miliyari 8.884), bingana na 50% by'ishoramari ryose ry’ibihingwa bine, kandi kwiyongera gukabije kwa 157% ugereranije na NT $ 14.087 umwaka ushize.Xinxing yazamuye imari yayo inshuro enye muri uyu mwaka, igaragaza uko isoko ryifashe nabi.Byongeye kandi, Xinxing yasinyanye n’imyaka itatu n’igihe kirekire n’abakiriya kugira ngo birinde ingaruka z’isoko.
Nandian arateganya gukoresha byibuze NT miliyari 8 z'amadorari (hafi miliyari 1.852 z'amafaranga y'u Rwanda) mu mwaka, hamwe no kwiyongera kurenga 9%.Muri icyo gihe, izakora kandi umushinga w’ishoramari wa miliyari 8 z'amadolari ya Amerika mu myaka ibiri iri imbere yo kwagura umurongo wa ABF wo gupakira uruganda rwa Shulin.Biteganijwe ko izafungura ubushobozi bushya bwo gupakira kuva mu mpera za 2022 kugeza 2023.
Bitewe n'inkunga ikomeye y'isosiyete y'ababyeyi itsinda rya Heshuo, Jingshuo yaguye cyane ubushobozi bw'umusaruro w'abatwara ABF.Uyu mwaka amafaranga yakoreshejwe, harimo kugura ubutaka no kwagura umusaruro, biteganijwe ko arenga NT $ 10, harimo miliyari 4.485 yo kugura ubutaka n’inyubako muri Myrica rubra.Ufatanije n’ishoramari ryambere mu kugura ibikoresho no gutunganya inzira yo kwagura ubwikorezi bwa ABF, biteganijwe ko amafaranga yakoreshejwe yose aziyongeraho hejuru ya 244% ugereranije n’umwaka ushize, Ni n’uruganda rwa kabiri rutwara abagenzi muri Tayiwani. yarenze NT miliyari 10 z'amadolari.
Mu ngamba zo kugura rimwe gusa mumyaka yashize, itsinda rya Zhending ntabwo ryungutse neza mubucuruzi bwitwara rya BT risanzwe kandi rikomeza gukuba kabiri umusaruro waryo, ahubwo ryanarangije imbere ingamba zimyaka 5 yimiterere yabatwara maze ritangira gutera intambwe mubatwara ABF.
Mugihe Tayiwani yagutse cyane mubushobozi bwabatwara ABF, Ubuyapani na Koreya yepfo gahunda nini yo kwagura ubushobozi bwabatwara nabyo birihuta vuba.
Ibiden, isosiyete nini itwara amasahani mu Buyapani, yarangije gahunda yo kwagura abatwara amasahani ingana na miliyari 180 yen (hafi miliyari 10,606 Yuan), igamije gushyiraho umusaruro urenga miliyari 250 yen mu 2022, bihwanye na miliyari 2.13 z'amadolari y'Amerika.Shinko, urundi ruganda rutwara ibicuruzwa mu Buyapani kandi rutanga isoko rya Intel, na rwo rwarangije gahunda yo kwagura miliyari 90 yen (hafi miliyari 5.303).Biteganijwe ko ubushobozi bwubwikorezi buziyongera 40% muri 2022 naho amafaranga azinjira agera kuri miliyari 1.31.
Byongeye kandi, moteri ya Samsung yo muri Koreya yepfo yongereye umubare winjiza amasahani hejuru ya 70% umwaka ushize ikomeza gushora imari.Dade electronics, urundi ruganda rukora amasahani yo muri Koreya yepfo, na rwo rwahinduye uruganda rwa HDI ruhinduka uruganda rutwara amasahani ya ABF, hagamijwe kongera amafaranga yinjiza byibuze miliyoni 130 US $ muri 2022.
Igihe cyo kohereza: Kanama-26-2021