Ulusi wamagetsi umapangidwa ndi ulusi wagalasi wokhala ndi mainchesi osakwana ma microns 9.
Amalukidwa munsalu yamagetsi, yomwe imatha kugwiritsidwa ntchito ngati kulimbikitsa zida zachitsulo chamkuwa mu bolodi losindikizidwa (PCB).
Nsalu zamagetsi zimatha kugawidwa m'mitundu inayi molingana ndi makulidwe ndi zinthu zochepa za dielectric malinga ndi magwiridwe antchito.
Njira yonse yopangira ulusi wa E-yarn / nsalu ndizovuta, mtundu wa malonda ndi kulondola kwake ndikwambiri, ndipo ulalo wa post-processing ndiye wofunikira kwambiri, kotero chotchinga chaukadaulo ndi chotchinga chachikulu chamakampani ndichapamwamba kwambiri.
Ndi kukwera kwamakampani a PCB, ulusi wamagetsi wa 5G umabweretsa m'badwo wagolide.
1.Demand trend: 5G base station ili ndi zofunikira zapamwamba za nsalu zamagetsi zopepuka komanso zapamwamba, zomwe ndi zabwino kwa nsalu zamagetsi zowonda kwambiri, zowonda kwambiri komanso zogwira ntchito kwambiri; Zogulitsa zamagetsi zimakhala zanzeru komanso zazing'ono, ndipo kusintha kwa makina a 5g kudzalimbikitsa kutsekemera kwa nsalu zapamwamba zamagetsi; Gawo lopaka IC limasinthidwa ndi lanyumba, ndipo limakhala malo atsopano opangira nsalu zamagetsi zamagetsi.
2.Supply structure: PCB cluster transfers to China, and the upstream industry chain amapeza mipata ya kukula. China ndiye dera lalikulu kwambiri padziko lonse lapansi lopanga magalasi opangira magalasi, omwe amawerengera 12% pamsika wamagetsi. Mphamvu yopanga ulusi wamagetsi apanyumba ndi matani 792000 / chaka, ndipo msika wa CR3 ndi 51%. M'zaka zaposachedwa, makampaniwa amatsogozedwa kwambiri ndikukulitsa kupanga, ndipo kuchuluka kwamakampani kumawonjezeka. Komabe, mphamvu zopanga zapakhomo zimakhazikika pakati komanso otsika kumapeto kwa kupota kwa roving, ndipo gawo lapamwamba kwambiri likadali poyambira. HONGHE, GUANGYUAN, JUSHI, etc. akupitiriza kuonjezera zoyesayesa za R & D.
3.Chigamulo cha Market Market: kupindula kwakanthawi kochepa kuchokera pakufunidwa kwa mafoni anzeru olankhulana pamagalimoto, zikuyembekezeredwa kuti kuperekedwa kwa ulusi wamagetsi mu theka loyamba la chaka chino kupitilira kufunikira, ndipo kuperekedwa ndi kufunikira kudzakhala kolimba mu theka lachiwiri la chaka chino; Ulusi wamagetsi otsika kwambiri uli ndi nthawi yodziwikiratu komanso kutsika kwakukulu kwamtengo. M'kupita kwa nthawi, akuti kukula kwa E-yarn ndikoyandikira kwambiri kwa mtengo wa PCB. Tikuyembekeza kuti zotulutsa za E-yarn padziko lonse lapansi zikuyembekezeka kufika matani 1.5974 miliyoni mu 2024, ndipo kutulutsa kwa nsalu zapadziko lonse lapansi kukuyembekezeka kufika mamita biliyoni 5.325, molingana ndi msika wa US $ 6.390 biliyoni, ndikukula kwapachaka kwa 11.2%.
Nthawi yotumiza: May-12-2021
