Phakathi kwemikhiqizo eyahlukene yamabhodi esekethe omhlaba ngo-2020, inani lokukhishwa kwama-substrates lilinganiselwa ukuthi libe nezinga lokukhula lonyaka lika-18.5%, okuyilona eliphezulu kakhulu kuyo yonke imikhiqizo.Inani lokuphumayo lama-substrates selifinyelele ku-16% wayo yonke imikhiqizo, okwesibili ku-multilayer Board kanye nebhodi elithambile.Isizathu sokuthi kungani ibhodi yenkampani yenethiwekhi ibonise ukukhula okuphezulu ngo-2020 singafinyezwa njengezizathu ezimbalwa ezibalulekile: 1. Ukuthunyelwa kwe-IC yomhlaba wonke kuyaqhubeka nokukhula.Ngokusho kwedatha ye-WSTS, izinga lokukhula kwenani lokukhiqizwa kwe-IC emhlabeni jikelele ngo-2020 licishe libe ngu-6%.Nakuba izinga lokukhula liphansi kancane kunezinga lokukhula kwenani lomkhiqizo, lilinganiselwa ku-4%;2. Ibhodi lokuthwala i-ABF enamanani aphezulu lifunwa kakhulu.Ngenxa yokukhula okuphezulu kwesidingo seziteshi eziyisisekelo ze-5G kanye namakhompiyutha asebenza kahle, ama-chips ayisisekelo adinga ukusebenzisa amabhodi enkampani ye-ABF Umphumela wentengo ekhuphukayo kanye nevolumu uye wandisa izinga lokukhula lokukhishwa kwebhodi lenkampani yenethiwekhi;3. Isidingo esisha samabhodi esithwali asuselwa kumakhalekhukhwini we-5G.Yize ukuthunyelwa komakhalekhukhwini be-5G ngo-2020 kuphansi kunalokho obekulindelwe cishe ngezigidi ezingama-200, i-millimeter wave 5G Ukwanda kwenani lamamojula e-AiP kumaselula noma inani lamamojula e-PA ku-RF front-end kuyisizathu sokuthi ukwanda kwesidingo samabhodi okuthwala.Sekukonke, noma ngabe ukuthuthukiswa kobuchwepheshe noma isidingo semakethe, ibhodi yenkampani yenethiwekhi ka-2020 ngokungangabazeki iwumkhiqizo odonsa amehlo kakhulu phakathi kwayo yonke imikhiqizo yebhodi lesifunda.
Ithrendi elinganiselwe yenani lamaphakheji e-IC emhlabeni.Izinhlobo zephakheji zihlukaniswe ngezinhlobo zozimele abaholayo abasezingeni eliphezulu QFN, MLF, SON…, izinhlobo zozimele eziholayo ezivamile SO, TSOP, QFP…, namaphinikhodi ambalwa e-DIP, lezi zinhlobo ezintathu ezingenhla zonke zidinga kuphela uhlaka oluholayo ukuze luphathe i-IC.Uma ubheka izinguquko zesikhathi eside ezilinganisweni zezinhlobo ezahlukene zamaphakheji, izinga lokukhula kwamaphakheji we-wafer-level kanye ne-bare-chip liphezulu kakhulu.Izinga lokukhula lonyaka elihlanganisiwe ukusuka ku-2019 kuya ku-2024 liphezulu kakhulu lifinyelela ku-10.2%, futhi ingxenye yenombolo yephakheji iyonke iphinde ibe ngu-17.8% ngo-2019. , Ikhuphukela ku-20.5% ngo-2024. , ama-earphone, izinto ezigqokwayo...zizoqhubeka nokukhula esikhathini esizayo, futhi lolu hlobo lomkhiqizo aludingi ama-chips ayinkimbinkimbi kakhulu, ngakho-ke lugcizelela ukukhanya nokucatshangelwa kwezindleko Okulandelayo, amathuba okusebenzisa ukupakishwa kweleveli ye-wafer aphezulu kakhulu.Ngokuqondene nezinhlobo zamaphakheji asezingeni eliphezulu asebenzisa amabhodi okuthwala, okuhlanganisa amaphakheji ajwayelekile e-BGA kanye ne-FCBGA, izinga lokukhula elihlanganisiwe lonyaka kusukela ngo-2019 kuya ku-2024 licishe libe ngu-5%.
Ukusatshalaliswa kwesabelo semakethe kwabakhiqizi emakethe yebhodi yenkampani yenethiwekhi kusabuswa yiTaiwan, Japan kanye neNingizimu Korea ngokusekelwe esifundeni somkhiqizi.Phakathi kwazo, isabelo semakethe saseTaiwan sisondele ku-40%, okwenza kube indawo enkulu yokukhiqiza ibhodi lenkampani yenethiwekhi okwamanje, iSouth Korea Isabelo semakethe sabakhiqizi baseJapane nabakhiqizi baseJapane baphakathi kweziphezulu kakhulu.Phakathi kwabo, abakhiqizi baseKorea bakhule ngokushesha.Ikakhulukazi, ama-substrates e-SEMCO akhule kakhulu eqhutshwa ukukhula kokuthunyelwa kwefoni ephathekayo ye-Samsung.
Mayelana namathuba ebhizinisi esikhathi esizayo, ukwakhiwa kwe-5G okuqale engxenyeni yesibili ka-2018 kudale isidingo sama-substrates e-ABF.Ngemuva kokuthi abakhiqizi bekhulise umthamo wabo wokukhiqiza ngo-2019, imakethe isashoda.Abakhiqizi baseTaiwan baze batshala imali engaphezu kwezigidigidi ezingu-NT$10 ukuze bakhe umthamo omusha wokukhiqiza, kodwa bazofaka izisekelo esikhathini esizayo.I-Taiwan, amathuluzi okuxhumana, amakhompyutha asebenza kahle kakhulu… konke kuzothola isidingo samabhodi okuthwala we-ABF.Kulinganiselwa ukuthi u-2021 kusazoba unyaka lapho isidingo samabhodi e-ABF esithwala kunzima ukuhlangabezana nawo.Ngaphezu kwalokho, kusukela i-Qualcomm yethula imojula ye-AiP engxenyeni yesithathu ka-2018, amafoni ahlakaniphile e-5G asebenzise i-AiP ukuze athuthukise amandla okwamukela amasignali omakhalekhukhwini.Uma kuqhathaniswa namafoni ahlakaniphile e-4G adlule asebenzisa amabhodi athambile njengezimpondo, imojula ye-AiP inothi olufushane., i-RF chip...njll.ahlanganiswe kumojula eyodwa, ngakho-ke isidingo sebhodi lenkampani yenethiwekhi ye-AiP sizotholakala.Ngaphezu kwalokho, imishini yokuxhumana ye-5G yokugcina ingadinga i-10 kuya ku-15 AiPs.Uhlu ngalunye lwe-antenna ye-AiP yakhelwe nge-4×4 noma 8×4, edinga inani elikhulu lamabhodi enkampani yenethiwekhi.(TPCA)