Binciken Kasuwa: Adadin kudaden shigar manyan tsirrai uku da tsire-tsire masu gwaji a cikin kasar Sin ana sa ran za su karu da kashi 8% a shekarar 2020
A cewar rahotannin kafofin watsa labaru na Taiwan, sakamakon yakin cinikayya tsakanin Sin da Amurka da sauran dalilai, yawan kudaden shigar manyan masana'antun kasar Sin guda uku da masu sarrafa OEM (OSAT) wadanda suka hada da JCET Group Co., Ltd, Tongfu Microelectronics, da Fasahar Huatian a shekarar 2019 RMB 39,9 biliyan. , Haɓakar shekara-shekara na kawai 4%. Koyaya, DIGITIMES mai sharhi game da Bincike Chen Zejia ya annabta cewa wannan shekara, ta 5G da sabbin abubuwan more rayuwa, yawan kuɗin kamfanonin kamfanoni ukun da ke sama zai karu da kashi 8%.
Kodayake rashin tabbas na COVID-19 annoba a 2020 da wasan Sino-US har yanzu suna, amma sun amfana daga 5G da sauran aikace-aikacen da sabon kayan more rayuwa, manufofin yanki mai zaman kanta da sauran abubuwan, DIGITIMES masanin binciken Chen Zejia ya kiyasta cewa manyan manyan OSAT guda uku. dillalai a cikin ƙasar Sin Jimlar kudaden shiga za su yi girma da kashi 8%; amma ga ƙirar fasaha, masana'antun da ke sama za su fi mai da hankali kan kayan fasahar 2.5D / 3D waɗanda ke da alaƙa da aikace-aikacen fito kamar 5G.
Chen Zejia ya ce, jimlar kudaden da manyan masana'antun OSAT uku na kasar Sin za su yi ya karu da kashi 4% kawai a shekarar 2019. Baya ga tasirin manyan abubuwan da suka shafi muhalli kamar yakin cinikayya tsakanin Amurka da masana'antar tazarar kwayoyi, JCET Group Kamfanin Co., Ltd. Starco Jinpeng Rage kudaden shiga na kayan tattarawa da kasuwancin gwaji kamar kwakwalwar wayar hannu, kwakwalwar ajiya, da kuma cryptocurrencies suma sun jawo kudaden shiga na shekara-shekara na JCET Group kuma ya zama kawai dalilin dalilin mummunan ci gaba na ukun. manyan masana'antun; yayin da Tongfu Microelectronics da fasahar Huatian suka amfana da sabon kwakwalwar abokan ciniki Abubuwan da suka hada da jerin lambobi da haɗe-haɗe da siye da nasarorin sun sami ci gaba mai riɓi biyu na shekara-shekara.
Duk da cewa barkewar cuta da karuwar gasa tsakanin China da Amurka zai kawo rashin tabbas ga kudaden shigar masana'antun kamfanin OSAT na China a shekarar 2020, bukatar gajeran lokaci na kwakwalwan da suka kamu da cutar ta hanyar safarar wayoyin salula 5G a hankali. Gina tashoshin tushe na 550,000 5G, tare da manufar kasar Sin mai cin gashin kanta a cikin ayyukan ungulu, DIGITIMES Bincike yana tsammanin jimlar kudaden wadannan dillalan OSAT guda uku za su karu da kashi 8% a shekara a shekarar 2020.
Bugu da kari, dangane da yanayin fasaha, Binciken Bincike ya nuna cewa masana'antun IC da masana'antun gwaji a cikin kasar Sin sun sami damar samar da tsarin-in-package (SiP), kunshin fan-fan (Fan-out), flip- kunshin guntu (Flip Chip; FC) da kuma ta silicon ta hanyar (TSV) da sauran fasahohin tattara kayan kwalliya. Koyaya, saboda buƙatun 5G da sauran aikace-aikacen da ke fitowa don ƙarin ayyuka daban-daban da aiki mafi girma na kayan lantarki, guntun yana buƙatar haɗewa sosai, don haka guntu tana tuki zuwa haɓaka tsarin tattara kaya mai girma uku, da kuma yankin ƙasa Masu masana'antun kasar Sin suma za su bibiyi tsarin don hawa matakala da manufa 5G, Kwamfuta mai kwakwalwa mai karfi (HPC), ƙwaƙwalwa, firikwensin, injin mota da sauran damar aikace-aikace.
Chen Zejia ya ce, jimlar kudaden da manyan masana'antun OSAT uku na kasar Sin za su yi ya karu da kashi 4% kawai a shekarar 2019. Baya ga tasirin manyan abubuwan da suka shafi muhalli kamar yakin cinikayya tsakanin Amurka da masana'antar tazarar kwayoyi, JCET Group Kamfanin Co., Ltd. Starco Jinpeng Rage kudaden shiga na kayan tattarawa da kasuwancin gwaji kamar kwakwalwar wayar hannu, kwakwalwar ajiya, da kuma cryptocurrencies suma sun jawo kudaden shiga na shekara-shekara na JCET Group kuma ya zama kawai dalilin dalilin mummunan ci gaba na ukun. manyan masana'antun; yayin da Tongfu Microelectronics da fasahar Huatian suka amfana da sabon kwakwalwar abokan ciniki Abubuwan da suka hada da jerin lambobi da haɗe-haɗe da siye da nasarorin sun sami ci gaba mai riɓi biyu na shekara-shekara.
Duk da cewa barkewar cuta da karuwar gasa tsakanin China da Amurka zai kawo rashin tabbas ga kudaden shigar masana'antun kamfanin OSAT na China a shekarar 2020, bukatar gajeran lokaci na kwakwalwan da suka kamu da cutar ta hanyar safarar wayoyin salula 5G a hankali. Gina tashoshin tushe na 550,000 5G, tare da manufar kasar Sin mai cin gashin kanta a cikin ayyukan ungulu, DIGITIMES Bincike yana tsammanin jimlar kudaden wadannan dillalan OSAT guda uku za su karu da kashi 8% a shekara a shekarar 2020.
Bugu da kari, dangane da yanayin fasaha, Binciken Bincike ya nuna cewa masana'antun IC da masana'antun gwaji a cikin kasar Sin sun sami damar samar da tsarin-in-package (SiP), kunshin fan-fan (Fan-out), flip- kunshin guntu (Flip Chip; FC) da kuma ta silicon ta hanyar (TSV) da sauran fasahohin tattara kayan kwalliya. Koyaya, saboda buƙatun 5G da sauran aikace-aikacen da ke fitowa don ƙarin ayyuka daban-daban da aiki mafi girma na kayan lantarki, guntun yana buƙatar haɗewa sosai, don haka guntu tana tuki zuwa haɓaka tsarin tattara kaya mai girma uku, da kuma yankin ƙasa Masu masana'antun kasar Sin suma za su bibiyi tsarin don hawa matakala da manufa 5G, Kwamfuta mai kwakwalwa mai karfi (HPC), ƙwaƙwalwa, firikwensin, injin mota da sauran damar aikace-aikace.