Qhov tsis txaus ntawm FC-BGA Pob Substrate yog qhov txo qis heev

Txij li xyoo 2020, vim muaj qhov tshwm sim sai ntawm kev ntim khoom thiab kev sim kev lag luam xav tau, nws cov khoom siv dej ntws mus rau hauv lub xeev tsis txaus. Ntawm lawv, ntim cov substrates yog qhov tsawg tshaj plaws ntawm tag nrho cov ntim khoom thiab kuaj cov khoom siv sab saud, suav nrog Intel, AMD, ASE, thiab Ankor, txhua tus tau hais tias lawv lub peev xwm tso tawm tsuas yog txwv los ntawm cov khoom ntim khoom ntim.

Thaum lub sij hawm tsis txaus loj tshaj plaws ntawm ntim substrates, lub sij hawm xa khoom ntawm ntim thiab kuaj cov tuam txhab rau cov neeg siv khoom qis dua ib xyoos, thiab qee cov neeg siv CPU me tsis tuaj yeem tau txais cov peev txheej ntau lawm.

Niaj hnub no, raws li kev lag luam rau kev ntim khoom thiab kev soj ntsuam txuas ntxiv poob qis, qhov kev txiav txim tsis txaus kuj tseem raug xa mus rau sab saud. Nyob rau tib lub sijhawm, kev nthuav dav ntawm cov peev txheej ntawm cov ntim khoom loj substrate manufacturers kuj tau pib ua ib qho tom qab. Qhov tsis txaus ntawm cov khoom siv hauv kev lag luam ntim substrate tau txo qis heev. Pa BT substrate cov khoom lag luam tau nkag mus rau theem ntawm kev xa khoom ntau dhau, thiab tus nqi txiav rau kev xaj xaj yuav tshwm sim.

Tam sim no, FC-CSP substrate cov khoom siv BT cov ntaub ntawv tau poob rau hauv ib qho teeb meem ntawm oversupply, thiab qhov tsis txaus ntawm FC-BGA substrate khoom siv ABF cov ntaub ntawv kuj tau zoo heev alleviated, tab sis ib tug me me ntawm shortage tseem muaj.

Shennan Circuit, lub tuam txhab ua lag luam ntim khoom hauv tsev, kuj tau hais hauv nws daim ntawv tshaj tawm xyoo 2022 tias thaum lub sijhawm tshaj tawm, kev loj hlob ntawm lub ntiaj teb semiconductor downstream lag luam tau sib txawv. Kev cuam tshuam los ntawm qhov no, tag nrho cov khoom siv thiab kev xav tau kev sib raug zoo ntawm cov ntim substrates kuj rov qab mus rau qhov qub.

Nandian tau hais hauv lub rooj sib tham txog kev cai lij choj tsis ntev los no hais tias vim qhov kev poob qis hauv cov neeg siv khoom siv hluav taws xob xav tau thiab kev qhib txuas ntxiv ntawm cov peev txheej tsim tawm tshiab, uas ua rau muaj kev ntxhov siab los txiav cov nqi thiab rub cov xaj, cov nqi sib tw hauv BT carrier board ua lag luam yog qhov hnyav heev hauv qhov thib ob. ib nrab xyoo.

Jingshuo kuj tau hais tias nyob rau lub sijhawm ntev, qhov tsis txaus ntawm ABF substrates yuav maj mam nqaim. Tag nrho BT substrate kev lag luam yog nyob rau hauv lub xeev ntawm oversupply, tab sis nws yuav hloov raws caij nyoog. Yog tias Tuam Tshoj lub xov tooj ntawm tes lag luam lossis cov neeg siv khoom siv hluav taws xob xav tau rov qab, BT substrates Cov khoom siv thiab kev thov yuav zoo dua.

Raws li kev soj ntsuam cov saw hlau thiab cov ntaub ntawv tshiab, Morgan Stanley ntseeg tias pib txij Q4 xyoo no, nws tsis zoo li tus nqi yuav nce. Lub lag luam ABF substrate yuav muaj kev xa khoom ntau dhau los ntawm 2022 txog 2025, nrog kev xa khoom ntau dhau ntawm kwv yees li 1 feem pua ​​​​hauv 2022, nthuav mus rau 3 feem pua ​​​​hauv 2025.