Ntiaj teb no PCB tso zis tus nqi Compound ib xyoos ib zaug kev loj hlob tus nqi yuav ncav cuag 4.8 feem pua hauv tsib xyoos tom ntej
May 21, 2022
Raws li Prismark tsab ntawv ceeb toom nyob rau lub quarter thib plaub ntawm 2021, cuam tshuam los ntawm ntau yam xws li kev nce nqi ntawm cov khoom lag luam, kev poob qis ntawm US duas thiab qhov nce hauv qhov xav tau, cov khoom tsim tawm ntawm lub ntiaj teb PCB kev lag luam hauv US las hauv 2021 yuav nce los ntawm 23.4 feem pua xyoo-rau-xyoo (tus nqi tsim tawm hauv RMB yuav nce 15.6 feem pua rau-xyoo). ; Tshwj tsis yog tau teev tseg, cov hauv qab no hais txog tus nqi hauv Teb Chaws Asmeskas).
Nyob rau hauv nruab nrab thiab ntev lub sij hawm, kev lag luam yuav tuav ib tug ruaj khov txoj kev loj hlob. Qhov kev cia siab ntawm kev loj hlob txhua xyoo ntawm lub ntiaj teb PCB tso tawm tus nqi los ntawm 2021 txog 2026 yog 4.8 feem pua. Los ntawm qhov kev xav hauv cheeb tsam, PCB kev lag luam hauv txhua cheeb tsam ntawm lub ntiaj teb tau qhia txog kev loj hlob tsis tu ncua. Ntawm lawv, nrog lub hauv paus tseem ceeb hauv 2021, qhov sib xyaw ua ke ntawm kev loj hlob ntawm Tuam Tshoj mainland tseem yuav ncav cuag 4.6 feem pua, thiab kev loj hlob yuav nyob ruaj khov. Los ntawm qhov kev xav ntawm cov khoom tsim, ntim substrates, 8-16 cov txheej txheem siab ntau txheej boards, thiab HDI boards tseem yuav tswj tau qhov kev loj hlob ntawm tus nqi. Qhov sib xyaw ua ke ntawm kev loj hlob hauv tsib xyoos tom ntej no yuav yog 8.6 feem pua, 4.4 feem pua, thiab 4.9 feem pua.
2021-2026 Kev kwv yees kev lag luam PCB (los ntawm cheeb tsam)
Unit: US$ lab
Hom/xyoo | 2020 | 2021E | 2026E | 2021-2026E | |
tso zis nqi | xyoo dhau xyoo | tso zis nqi | tso zis nqi | compound kev loj hlob | |
Asmeskas | 2943 | 10.8 feem pua | 3261 | 3780 | 3. 0 feem pua |
Teb chaws Europe | 1613 | 27.3 feem pua | 2053 | 2381 | 3. 0 feem pua |
Nyiv | 5771 | 26.6 feem pua | 7308 | 9277 | 4.9 feem pua |
Tuam Tshoj | 35009 | 24.65 | 43616 | 54605 | 4.6 feem pua |
Asia (cia siab tias Tuam Tshoj thiab Nyiv) | 19883 | 21.8 feem pua | 24212 | 31516 | 5.4 feem pua |
Tag nrho | 65219 | 23.4 feem pua | 80449 | 101559 | 4.8 feem pua |
2021-2026 Kev kwv yees kev lag luam PCB (los ntawm cov khoom)
Unit: US$ lab
Hom/xyoo | 2020 | 2021E | 2026E | 2021-2026E | |
tso zis nqi | xyoo dhau xyoo | tso zis nqi | tso zis nqi | compound kev loj hlob | |
Daim ntawv substrate | 862 | 10.0 feem pua | 949 | 1026 | 1.6 feem pua |
Ib sab txheej | 1717 | 17.8 feem pua | 2021 | 2332 | 2.9 feem pua |
Ob chav sided board | 5333 | 19.6 feem pua | 6378 | 7422 | 3.1 feem pua |
4 txheej board | 8772 | 25.5 feem pua | 11009 | 12611 | 2.8 feem pua |
6 txheej board | 6171 | 24.5 feem pua | 7683 | 9290 | 3.9 feem pua |
8-16 txheej board | 8421 | 26.7 feem pua | 10669 | 13201 | 4.4 feem pua |
18 txheej saum toj no | 1402 | 20.7 feem pua | 1692 | 2052 | 3.9 feem pua |
HDI lub rooj tsavxwm | 9874 | 19.4 feem pua | 11791 | 15012 | 4.9 feem pua |
Pob ntawv substrate | 10190 | 39.4% ua | 14198 | 214347 | 8.6 feem pua |
Flex PCB | 12483 | 12.6 feem pua | 14058 | 17179 | 4.1 feem pua |
Tag nrho | 65194 | 23.4 feem pua | 80449 | 101559 | 4.8 feem pua |
Los ntawm qhov kev xav ntawm kev xav tau qis qis, nrog kev txhim kho txuas ntxiv thiab kev siv 5G kev sib txuas lus, kev txawj ntse, kev siv huab cua, kev hnav ntse, lub tsev ntse thiab lwm yam thev naus laus zis, kev thov thoob ntiaj teb rau chips thiab ntim ntim tau loj hlob. Raws li cov khoom siv tseem ceeb rau cov ntim ntim ntim, ntim cov substrates kuj tau nkag mus rau lub sijhawm ntawm kev loj hlob sai nrog kev nce ntxiv hauv kev thov hauv ntau daim ntawv thov hauv qab, nrog rau kev ua lag luam zoo. Nyob rau tib lub sijhawm, cuam tshuam los ntawm cov xwm txheej xws li Sino-US kev lag luam thiab kev lag luam tsis sib haum xeeb thiab cov kab mob tshiab, kev nqis peev thiab kev tsim kho ntawm cov khoom lag luam semiconductor hauv tsev tau nce, thiab qhov kev thov rau ntim substrates tau nce ntxiv. Raws li Prismark qhov kev kwv yees, los ntawm 2021 txog 2026, ntim cov substrates yuav muaj kev loj hlob siab tshaj plaws hauv kev lag luam luam tawm Circuit Board. Ntawm lawv, qhov sib xyaw ua ke ntawm kev ntim khoom substrates hauv Suav teb loj yog 11.6 feem pua, uas yog siab dua li ntawm lwm cheeb tsam.
Rau cov khoom PCB, kev lag luam xws li kev sib txuas lus wireless, servers thiab cov ntaub ntawv khaws cia, lub zog tshiab thiab kev tsav tsheb ntse, thiab cov neeg siv khoom siv hluav taws xob yuav tseem tseem ceeb rau kev loj hlob mus ntev rau kev lag luam. Nrog kev tshwm sim tsis tu ncua ntawm cov ntawv thov tshiab xws li Is Taws Nem ntawm Yam, AI, thiab ntse hnav hauv 5G era, ntau yam kev siv davhlau ya nyob twg kuj tau ua rau muaj kev nce ntxiv hauv cov ntaub ntawv khiav. Thaum cov khoom siv hluav taws xob qis qis tau siv PCB ntau ntxiv, lawv tau txuas ntxiv rau PCBs mus rau kev kub ceev, kev kub ceev thiab kev sib koom ua ke, miniaturization, thiab thinning. Qhov kev thov rau nruab nrab-rau-high-end PCB cov khoom xws li high-multilayer, high-frequency, high-speed, HDI, thiab rigid-flex yuav txuas ntxiv mus.






