Ntiaj teb no Thiab Tuam Tshoj PCBs Kev Lag Luam Status Thiab 2023 Kev Lag Luam Outlook

Thaum Lub Ib Hlis 6, 2023, Dr. Jiang Xugao ntawm Prismark tau luam tawm tsab ntawv ceeb toom tseem ceeb hu ua "Tsev Neeg PCB Thoob Ntiaj Teb hauv 2022 thiab Kev Ntsuam Xyuas PCB Status hauv Tuam Tshoj Mainland thiab Kev Lag Luam Outlook hauv 2023". Forecast kev lag luam txoj kev loj hlob ntawm lub xyoo. Daim ntawv tshaj tawm yog tag nrho ntawm cov khoom qhuav, thiab cov neeg tuaj koom tau txais txiaj ntsig ntau.

Daim ntawv tshaj tawm Prismark tau taw qhia tias xyoo 2022, qhov kev thov hauv ntiaj teb hluav taws xob ua tiav tshuab ua lag luam yuav poob ntxiv, thiab qhov kev thov hauv PC, xov tooj ntawm tes thiab TV lag luam, nrog rau kev lag luam tsheb yuav tsis muaj zog ntxiv. Cov neeg siv khoom kawg kho cov khoom muag thiab txo cov saw hlau, uas muaj kev cuam tshuam rau PCB kev lag luam, thiab kev loj hlob ntawm PCB lag luam yog yuav luag tag nrho los ntawm kev ntim khoom substrates. Nws tau kwv yees tias lub ntiaj teb PCB kev loj hlob tus nqi yuav yog 2.9 feem pua ​​​​hauv 2022, thiab kev loj hlob ntawm PCB cov nqi tsim tawm hauv Suav teb loj yuav qeeb.

Los ntawm daim ntawv thov kev lag luam pom, hauv 2022, PCB thov rau PCs, TVs, games thiab cov khoom siv hluav taws xob feem ntau yuav tsis muaj zog. Cov khoom lag luam siab thiab kev thov tsis muaj zog ua rau feem ntau ntawm cov ntu, tshwj xeeb tshaj yog nyob rau ib nrab xyoo ntawm lub xyoo. Txawm hais tias kev loj hlob ceev hauv 2021 txuas ntxiv thaum pib ntawm 2022, nws tau qeeb qeeb txij li thaum xaus ntawm lub quarter thib ob. Xyoo 2022, PCBs xws li cov servers, lub zog tshiab tsheb, thiab Apple cov saw hlau yuav ua tau zoo. Tsis tas li ntawd, lub ntim substrate (tshwj xeeb tshaj yog FCBGA) kev ua lag luam muaj zog heev nyob rau hauv thawj ib nrab ntawm 2022, thiab kev thov tau pib qeeb hauv ib nrab ntawm lub xyoo.

Los ntawm qhov kev xav ntawm cov khoom lag luam, kev lag luam ntim khoom lag luam yuav loj hlob li ntawm 23 feem pua ​​​​hauv 2022: qib siab FCBGA substrates thiab lwm yam khoom ua rau kev lag luam loj hlob ntxiv, thiab daim ntawv thov teb ntawm SiP thiab module substrates yuav nthuav dav ntxiv. HDI kev loj hlob ntawm kwv yees li 2 feem pua ​​​​: Cov ntawv thov tsis siv neeg tau tsav HDI xav tau, xws li tsheb, khoos phis tawj ua haujlwm siab, kev sib txuas ceev ceev thiab kev sib txuas lus satellite. Kev ua lag luam ntau txheej txheej poob los ntawm 4 feem pua ​​​​: cov chaw cov ntaub ntawv thiab cov txheej txheem yuav tsum tau ua kom qis dua cov txheej txheem ntau dua kom ua tiav cov ntaub ntawv ceev dua; kev lag luam tsheb yuav tsum muaj kev ntseeg siab ntau dua tam sim no thiab high-kub Circuit Court boards. FPC kev ua lag luam tau nce txog 3 feem pua, feem ntau yog tsav los ntawm kev siv tsheb thiab kev tshaj lij.

Daim ntawv tshaj tawm Prismark kwv yees tias 2023 yuav yog xyoo nyuaj rau kev lag luam PCB. Cov kws tshawb fawb kwv yees kwv yees tias kev lag luam poob qis hauv 2023. Kev nce nqi, kev ua tsov rog hauv Ukraine, thiab cov teeb meem hluav taws xob nyob sab Europe tuaj yeem txuas ntxiv mus. Kev thov tsis muaj zog thiab cov khoom lag luam siab yuav txuas ntxiv cuam tshuam rau kev lag luam thoob ntiaj teb tsawg kawg hauv thawj ib nrab ntawm 2023. Hais txog kev lag luam hluav taws xob, nws xav tias NB thiab PC yuav poob ntxiv los ntawm 5 feem pua ​​lossis ntau dua; lub lag luam neeg rau zaub mov yuav loj hlob ntawm tus lej qis ntawm kwv yees li 3 feem pua; lub lag luam xov tooj ntawm tes yuav nyob twj ywm. Kev xa khoom los ntawm cov neeg muag khoom hauv Suav teb tuaj yeem loj hlob me ntsis. Apple lub xov tooj muag khoom muag yuav nyob twj ywm ntawm ± 3 feem pua.

Prismark kwv yees tias kev lag luam PCB yuav poob 2 feem pua ​​​​hauv xyoo 2023. Tshwj xeeb, kev lag luam ntim khoom lag luam yuav loj hlob tsis tu ncua; ib leeg thiab ob chav panels yuav poob los ntawm 5 feem pua; qhov kev loj hlob ntawm MLB thiab FPC yuav yog -2 feem pua ​​~ 3 feem pua ​​; HDI yuav poob 1 feem pua. Yog tias muaj kev lag luam poob qis hauv ib nrab xyoo 2023, PCB kev ua lag luam yuav hnyav dua, nrog kev loj hlob ntawm -5 feem pua ​​lossis qis dua.

Hais txog kev txhim kho hauv cheeb tsam hauv kev lag luam hluav taws xob hluav taws xob, qee lub tuam txhab sib txawv PCB / pob substrate tau tshaj tawm tias lawv yuav nqis peev hauv cov chaw tsim khoom tshiab hauv Malaysia, Nyab Laj lossis Thaib teb. Cov kev nqis peev no yuav hloov pauv thaj chaw tsim khoom PCB yav tom ntej, tshwj xeeb tshaj yog tom qab 2025. Qhov no yog ib yam uas xav tau kev saib xyuas.

Tab sis kom deb li deb, los ntawm qhov kev xav ntawm kev nthuav dav thiab ua tau zoo PCB kev lag luam infrastructure peev chaw, kev sib tw (qis) cov nqi tsim khoom, tus nqi tsim tawm ib tus neeg, kev ua haujlwm txaus thiab peev txheej, thiab cov neeg ua haujlwm paub txog thiab engineers, Tuam Tshoj tseem yog tus nqi tshaj plaws- kev sib tw PCB ntau lawm puag. Cov tebchaws Esxias yav Qab Teb tuaj yeem muaj kev hloov pauv thiab nqus tau hauv qee cov khoom, tab sis feem ntau lub rooj tsav xwm Circuit Court tseem tuaj yeem ua hauv Suav teb.