Kafukufuku wamsika: Ndalama zonse zomwe zimapangidwa ndikuyesa mbewu zitatu zazikulu ku China zikuyembekezeka kukwera ndi 8% mu 2020
Malinga ndi malipoti a media ku Taiwan, chifukwa cha nkhondo yamalonda ku Sino-US ndi zina, ndalama zonse zomwe opanga atatu aku China akuyika ndikumayesa OEM (OSAT) kuphatikiza JCET Gulu Co, Ltd, Tongfu Microelectronics, ndi Huatia Technology mu 2019 zinali RMB 39,9 biliyoni. , Kuwonjezeka kwapachaka kwa 4% yokha. Komabe, katswiri wa kafukufuku wa DIGITIMES Chen Zejia akuneneratu kuti chaka chino, motsogozedwa ndi 5G ndi zomangamanga zatsopano, ndalama zonse zomwe makampani atatu omwe ali pamwambawa adzakula ndi 8%.
Ngakhale kusatsimikizika kwa mliri wa COVID-19 mu 2020 komanso masewera a Sino-US akadapezekabe, koma adapindula ndi 5G ndi ntchito zina ndi zomangamanga zatsopano, mfundo zoyimira pawokha za semiconductor ndi zina, Katswiri wofufuza wa DIGITIMES Chen Zejia adaganiza kuti OSAT itatu yayikulu ogulitsa ku mainland China Chuma chonse chidzakula ndi 8%; Za kapangidwe kaukadaulo, opanga pamwambapa adzawunikira kwambiri paukadaulo wa 2,5D / 3D wamatayala okhudzana ndi mapulogalamu omwe akutuluka monga 5G.
Chen Zejia adati ndalama zonse zomwe opanga atatu akuluakulu a OSAT amapanga ku China zikukwera ndi 4% mchaka cha 2019. Kuphatikiza pazomwe zimachitika chifukwa cha zinthu zazikulu zachilengedwe monga nkhondo ya malonda a Sino-US ndi msika wamavuto wa semiconductor, JCET Gulu Othandizira othandizira a Co, Ltd. a Starco Jinpeng Kuchepa kwa ndalama zomwe amapanga ndikumayesa bizinesi monga tchipisi tama foni, kukumbukira, ndi ndalama zimakokolanso ndalama za pachaka za JCET ndipo zinakhala chifukwa chokhacho cholakwika opanga akuluakulu; pomwe Tongfu Microelectronics ndi Huatia Technology zidapindula ndi tchipisi tatsopano ta makasitomala Zatsopano monga mndandanda ndi kuphatikiza ndi zopezeka zakwanitsa kuwonjezeka kwapawiri kwamilandu ya pachaka.
Ngakhale kuti mliri komanso kuchuluka kwa mpikisano pakati pa China ndi United States kubweretsa kusatsimikizika ku ndalama zopanga ma China za OSAT ku 2020, kufunafuna kwakanthawi kochepa kwa chipolopolo chotengera miliri ndi kutumizidwa kwa mafoni a 5G kukukula pang'onopang'ono. Kupanga masiteshoni 550,000 5G, kuphatikiza ndi mfundo zazikulu zodzitetezera ku China mu semiconductors, Kafukufuku wa DIGITIMES akuyembekeza kuti ndalama zonse za ma sapoti apakati atatu OSAT ziwonjezeka ndi 8% pachaka cha 2020.
Kuphatikiza apo, pankhani ya kapangidwe kaukadaulo, DIGITIMES Research idawonetsa kuti ma CD ndi ma CD opanga ma mainland China akwanitsa kupanga ma process-in-package (SiP), phukusi la mafani (fan-out), flip- chip paketi (Flip Chip; FC) komanso kudzera pa silicon kudzera (TSV) ndiukadaulo wina wapamwamba kwambiri wama CD. Komabe, chifukwa cha zofunikira za 5G ndi ntchito zina zomwe zikubwera kuti zizigwira ntchito zambiri komanso ntchito zapamwamba zamagetsi, chip chimayenera kuphatikizidwa kwambiri, kotero chip chikuyendetsa bwino kukhazikitsa mawonekedwe osanjikiza atatu, ndi mainland Opanga aku China azitsatiranso zomwe akufuna kuti akwaniritse masanjidwewo ndikulephera 5G, Computer-Performance (HPC), kukumbukira, masensa, magalimoto ndi mwayi wina wogwiritsa ntchito.
Chen Zejia adati ndalama zonse zomwe opanga atatu akuluakulu a OSAT amapanga ku China zikukwera ndi 4% mchaka cha 2019. Kuphatikiza pazomwe zimachitika chifukwa cha zinthu zazikulu zachilengedwe monga nkhondo ya malonda a Sino-US ndi msika wamavuto wa semiconductor, JCET Gulu Othandizira othandizira a Co, Ltd. a Starco Jinpeng Kuchepa kwa ndalama zomwe amapanga ndikumayesa bizinesi monga tchipisi tama foni, kukumbukira, ndi ndalama zimakokolanso ndalama za pachaka za JCET ndipo zinakhala chifukwa chokhacho cholakwika opanga akuluakulu; pomwe Tongfu Microelectronics ndi Huatia Technology zidapindula ndi tchipisi tatsopano ta makasitomala Zatsopano monga mndandanda ndi kuphatikiza ndi zopezeka zakwanitsa kuwonjezeka kwapawiri kwamilandu ya pachaka.
Ngakhale kuti mliri komanso kuchuluka kwa mpikisano pakati pa China ndi United States kubweretsa kusatsimikizika ku ndalama zopanga ma China za OSAT ku 2020, kufunafuna kwakanthawi kochepa kwa chipolopolo chotengera miliri ndi kutumizidwa kwa mafoni a 5G kukukula pang'onopang'ono. Kupanga masiteshoni 550,000 5G, kuphatikiza ndi mfundo zazikulu zodzitetezera ku China mu semiconductors, Kafukufuku wa DIGITIMES akuyembekeza kuti ndalama zonse za ma sapoti apakati atatu OSAT ziwonjezeka ndi 8% pachaka cha 2020.
Kuphatikiza apo, pankhani ya kapangidwe kaukadaulo, DIGITIMES Research idawonetsa kuti ma CD ndi ma CD opanga ma mainland China akwanitsa kupanga ma process-in-package (SiP), phukusi la mafani (fan-out), flip- chip paketi (Flip Chip; FC) komanso kudzera pa silicon kudzera (TSV) ndiukadaulo wina wapamwamba kwambiri wama CD. Komabe, chifukwa cha zofunikira za 5G ndi ntchito zina zomwe zikubwera kuti zizigwira ntchito zambiri komanso ntchito zapamwamba zamagetsi, chip chimayenera kuphatikizidwa kwambiri, kotero chip chikuyendetsa bwino kukhazikitsa mawonekedwe osanjikiza atatu, ndi mainland Opanga aku China azitsatiranso zomwe akufuna kuti akwaniritse masanjidwewo ndikulephera 5G, Computer-Performance (HPC), kukumbukira, masensa, magalimoto ndi mwayi wina wogwiritsa ntchito.