Tare da haɓakar 5G, AI da manyan kasuwannin ƙididdiga, buƙatun masu jigilar kayayyaki na IC, musamman masu ɗaukar ABF, sun fashe.Koyaya, saboda ƙayyadaddun ƙarfin masu samarwa da suka dace, samar da ABF
dillalai sun yi karanci kuma farashin ya ci gaba da hauhawa.Masana'antu na sa ran cewa matsalar karancin samar da faranti na ABF na iya ci gaba har zuwa shekarar 2023. A cikin wannan mahallin, manyan masana'antar lodin faranti guda hudu a Taiwan, Xinxing, Nandian, Jingshuo da Zhending KY, sun kaddamar da tsare-tsaren fadada lodin faranti na ABF a wannan shekara, tare da kaddamar da shirye-shiryen fadada lodin faranti na ABF. jimlar kashe kudi sama da dalar Amurka biliyan NT 65 (kimanin RMB biliyan 15.046) a cikin manyan kasashen duniya da kuma tsiron Taiwan.Bugu da kari, kamfanonin Ibiden na Japan da Shinko, na'urorin Samsung na Koriya ta Kudu da na'urorin lantarki na Dade sun kara fadada zuba jarinsu a faranti na jigilar kayayyaki na ABF.
Bukatu da farashin hukumar jigilar kayayyaki na ABF sun tashi sosai, kuma ƙarancin na iya ci gaba har zuwa 2023
IC substrate an ɓullo da a kan tushen HDI jirgin (high-yawa interconnection allon), wanda yana da halaye na high yawa, high daidaici, miniaturization da thinness.A matsayin tsaka-tsakin kayan da ke haɗa guntu da allon kewayawa a cikin tsarin marufi na guntu, babban aikin kwamitin jigilar kayayyaki na ABF shine aiwatar da mafi girman yawa da sadarwar haɗin kai mai sauri tare da guntu, sa'an nan kuma haɗe tare da babban allon PCB ta hanyar ƙarin layin. a kan jirgin mai ɗaukar hoto na IC, wanda ke taka rawar haɗin kai, don kare mutuncin kewayawa, rage raguwa, gyara matsayi na layi Yana da kyau ga mafi kyawun zafin jiki na guntu don kare guntu, har ma da saka m da aiki. na'urori don cimma wasu ayyukan tsarin.
A halin yanzu, a fagen babban marufi, mai ɗaukar hoto na IC ya zama wani yanki mai mahimmanci na marufi.Bayanan sun nuna cewa a halin yanzu, adadin mai ɗaukar IC a cikin jimlar farashin marufi ya kai kusan 40%.
Daga cikin masu ɗaukar hoto na IC, akwai galibi ABF (Ajinomoto gina fim) masu ɗaukar hoto da masu ɗaukar BT bisa ga hanyoyin fasaha daban-daban kamar tsarin resin CLL.
Daga cikin su, ana amfani da allon jigilar ABF don manyan kwakwalwan kwamfuta kamar CPU, GPU, FPGA da ASIC.Bayan an samar da waɗannan kwakwalwan kwamfuta, yawanci suna buƙatar a haɗa su a kan jirgi mai ɗaukar hoto na ABF kafin a haɗa su a kan babban allon PCB.Da zarar mai jigilar ABF ya ƙare, manyan masana'antun da suka haɗa da Intel da AMD ba za su iya tserewa ƙaddara cewa ba za a iya jigilar guntu ba.Ana iya ganin mahimmancin mai ɗaukar ABF.
Tun daga rabin na biyu na shekarar da ta gabata, godiya ga ci gaban 5g, Cloud AI computing, sabobin da sauran kasuwanni, buƙatun kwamfyutocin kwamfyuta mai ƙarfi (HPC) ya karu sosai.Haɗe tare da haɓaka buƙatun kasuwa don ofis / nishaɗi, mota da sauran kasuwanni, buƙatun CPU, GPU da kwakwalwan AI a gefen tashar ya karu sosai, wanda kuma ya haɓaka buƙatun allunan dillalan ABF.Tare da tasirin hadarin gobara a masana'antar Ibiden Qingliu, babbar masana'antar jigilar kayayyaki ta IC, da masana'antar Xinxing Electronic Shanying, masu jigilar ABF a duniya suna cikin karancin wadata.
A cikin watan Fabrairun wannan shekara, an sami labari a kasuwa cewa faranti na ABF na cikin matsala sosai, kuma lokacin jigilar kayayyaki ya kasance tsawon makonni 30.Tare da ƙarancin samar da farantin jigilar ABF, farashin kuma ya ci gaba da hauhawa.Bayanai sun nuna cewa tun daga rubu'in na hudu na shekarar da ta gabata, farashin hukumar dakon kaya na IC ya ci gaba da hauhawa, ciki har da hukumar jigilar kayayyaki ta BT ya kai kimanin kashi 20%, yayin da hukumar ABF ta karu da kashi 30% - 50%.
Kamar yadda karfin jigilar ABF ya fi kasancewa a hannun wasu ƴan masana'antu a Taiwan, Japan da Koriya ta Kudu, haɓakar haɓakar su ma ya ɗan ɗan bambanta a baya, wanda kuma yana da wahala a rage ƙarancin wadatar jigilar ABF a cikin ɗan gajeren lokaci. lokaci.
Don haka, yawancin marufi da masana'antun gwaji sun fara ba da shawarar cewa abokan ciniki na ƙarshe sun canza tsarin masana'anta na wasu kayayyaki daga tsarin BGA da ke buƙatar jigilar ABF zuwa tsarin QFN, don guje wa jinkirin jigilar kayayyaki saboda rashin iya tsara ƙarfin jigilar ABF. .
Masu masana'antar jigilar kayayyaki sun ce a halin yanzu, kowace masana'antar jigilar kayayyaki ba ta da isasshen sarari don tuntuɓar duk wani umarni na "tsalle-tsalle" tare da farashi mai yawa, kuma komai yana mamaye abokan ciniki waɗanda a baya sun tabbatar da iya aiki.Yanzu wasu abokan ciniki sun yi magana game da iya aiki da 2023,
A baya, rahoton bincike na Goldman Sachs ya kuma nuna cewa, ko da yake ana sa ran za a fara fadada karfin dakon ABF na kamfanin Nandian na kamfanin Kunshan na kasar Sin a cikin rubu'i na biyu na wannan shekara, sakamakon tsawaita lokacin isar da kayayyakin da ake bukata don kera. fadadawa zuwa watanni 8 ~ 12, karfin jigilar kayayyaki na ABF na duniya ya karu da kashi 10% ~ 15% a wannan shekara, amma buƙatun kasuwa na ci gaba da yin ƙarfi, kuma ana sa ran raguwar buƙatun gabaɗaya zai yi wahala a sauƙaƙe nan da 2022.
A cikin shekaru biyu masu zuwa, tare da ci gaba da haɓakar buƙatun PCs, sabobin girgije da kwakwalwan AI, buƙatun masu ɗaukar ABF za su ci gaba da ƙaruwa.Bugu da ƙari, gina cibiyar sadarwar 5g ta duniya kuma za ta cinye adadi mai yawa na masu jigilar ABF.
Bugu da kari, tare da raguwar dokar Moore, masana'antun guntu suma sun fara yin amfani da ci-gaban fasahar tattara kaya don ci gaba da inganta fa'idodin tattalin arziki na dokar Moore.Misali, fasahar Chiplet, wacce aka haɓaka da ƙarfi a cikin masana'antar, tana buƙatar girma mai girma na ABF da ƙarancin samarwa.Ana sa ran zai ƙara inganta buƙatun jigilar ABF.Dangane da hasashen Cibiyar Nazarin Masana'antu ta Tuopu, matsakaicin buƙatun faranti na ABF na duniya na wata-wata zai karu daga miliyan 185 zuwa miliyan 345 daga 2019 zuwa 2023, tare da haɓakar haɓakar haɓakar shekara-shekara na 16.9%.
Manyan masana'antun lodin faranti sun fadada samar da su daya bayan daya
Bisa la'akari da ci gaba da karancin faranti na jigilar kayayyaki na ABF a halin yanzu da kuma ci gaba da karuwar bukatar kasuwa a nan gaba, manyan masana'antun sarrafa faranti na IC guda hudu a Taiwan, Xinxing, Nandian, Jingshuo da Zhending KY, sun kaddamar da tsare-tsare na fadada samar da kayayyaki a wannan shekara, tare da kaddamar da shirye-shiryen fadada kayan aikin. jimillar kashe kudi sama da dalar Amurka biliyan NT 65 (kimanin RMB biliyan 15.046) da za a zuba a masana'antu a cikin babban yankin da Taiwan.Bugu da kari, Ibiden na kasar Japan da Shinko suma sun kammala ayyukan fadada jigilar kayayyaki na yen biliyan 180 da yen biliyan 90 bi da bi.Kamfanonin wutar lantarki na Samsung da na Dade na Koriya ta Kudu su ma sun kara fadada jarin su.
Daga cikin manyan kamfanonin dakon kaya na IC guda hudu da Taiwan ta ba da tallafi a wannan shekarar, shi ne babban kamfani na Xinxing, wanda ya kai dalar Amurka biliyan 36.221 (kimanin RMB biliyan 8.884), wanda ya kai sama da kashi 50% na jimillar jarin da aka zuba a kamfanonin hudu, da kuma gagarumin karuwa da 157% idan aka kwatanta da NT $14.087 biliyan bara.Kamfanin Xinxing ya kara yawan kudaden da yake kashewa a wannan shekarar har sau hudu, lamarin da ya nuna halin da ake ciki a yanzu cewa kasuwar ta yi karanci.Bugu da kari, Xinxing ya sanya hannu kan kwangiloli na dogon lokaci na tsawon shekaru uku tare da wasu abokan ciniki don gujewa hadarin komawar bukatar kasuwa.
Nandian na shirin kashe akalla dala biliyan NT NT (kimanin RMB biliyan 1.852) kan babban jari a wannan shekara, tare da karuwar sama da kashi 9% na shekara-shekara.A sa'i daya kuma, za ta gudanar da wani aikin zuba jari na NT dalar Amurka biliyan 8 nan da shekaru biyu masu zuwa don fadada layin dakon kaya na ABF na kamfanin Taiwan Shulin.Ana sa ran bude sabon karfin lodin hukumar daga karshen 2022 zuwa 2023.
Godiya ga goyon baya mai ƙarfi na ƙungiyar iyaye Heshuo, Jingshuo ya haɓaka ƙarfin samar da jigilar ABF.Adadin kudaden da aka kashe na bana, da suka hada da sayan filaye da fadada samar da kayayyaki, an kiyasta ya zarce dala biliyan NT NT, da suka hada da dala biliyan 4.485 na NT na siyan filaye da gine-gine a Myrica rubra.Haɗe tare da ainihin zuba jari a cikin sayan kayan aiki da aiwatar da debottlenecking don fadada kamfanin ABF, ana sa ran yawan kuɗin da ake kashewa zai karu da fiye da 244% idan aka kwatanta da shekarar da ta gabata. ya wuce NT dala biliyan 10.
A karkashin dabarun sayan tasha daya a shekarun baya-bayan nan, kungiyar Zhending ba wai kawai ta samu nasarar samun riba daga kasuwancin dillalan BT da ake da su ba, kuma ta ci gaba da ninka karfinta na samar da kayayyaki, har ma a cikin gida ta kammala dabarun tsarin jigilar kayayyaki na tsawon shekaru biyar, tare da fara taka rawa. Farashin ABF.
Yayin da girman girman Taiwan na fadada karfin jigilar jigilar kayayyaki na ABF, Japan da Koriya ta Kudu manyan tsare-tsaren fadada karfin jigilar jigilar kayayyaki suma suna kara habaka kwanan nan.
Ibiden, wani babban kamfanin jigilar faranti a kasar Japan, ya kammala shirin fadada jigilar faranti na yen biliyan 180 kwatankwacin yuan biliyan 10.606, da nufin samar da kimar fitar da kayayyaki sama da yen biliyan 250 a shekarar 2022, kwatankwacin dalar Amurka biliyan 2.13.Shinko, wani kamfanin jigilar kayayyaki na Japan kuma muhimmin mai samar da Intel, shi ma ya kammala shirin fadada yuan biliyan 90 (kimanin yuan biliyan 5.303).Ana sa ran karfin jigilar kayayyaki zai karu da kashi 40 cikin 100 a shekarar 2022 kuma kudaden shiga zai kai kusan dalar Amurka biliyan 1.31.
Bugu da kari, motar Samsung ta Koriya ta Kudu ta kara yawan kudaden shigar faranti zuwa fiye da kashi 70% a bara kuma ya ci gaba da saka hannun jari.Dade Electronics, wata masana'antar lodin faranti ta Koriya ta Kudu, ita ma ta canza masana'antar ta HDI zuwa masana'antar lodin farantin ABF, tare da burin haɓaka kudaden shigar da ya dace da aƙalla dalar Amurka miliyan 130 a cikin 2022.
Lokacin aikawa: Agusta-26-2021