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Tsev / Xov xwm / Paub meej

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.