Uphononongo lweNtengiso: Ingeniso epheleleyo yezinto ezintathu eziphambili zokufaka kunye nokuvavanya izityalo kwilizwekazi lase China kulindeleke ukuba inyuke nge-8% ngo-2020
Ngokwengxelo zeendaba zeTaiwan, ngenxa yemfazwe yorhwebo yaseSino-US kunye nezinye izinto, ingeniso iyonke yabaphangi abathathu baseTshayina befaka kunye nokuvavanya ii-OEM (OSAT) kubandakanywa iJCET Iqela Co, Ltd, iTongfu Microelectronics, kunye neTekhnoloji yeHuatia ngo-2019 I-RMB 39,9 yezigidigidi. , Unyuso lonyaka nge-4% kuphela. Nangona kunjalo, I-DIGITIMES Umhlalutyi wohlalutyo u-Chen Zejia uxela ukuba kulo nyaka, eqhutywa yi-5G kunye nolwakhiwo olutsha, ingeniso epheleleyo yezi nkampani zintathu ingentla iya kukhula nge-8%.
Nangona ukungaqiniseki kwesibetho se-COVID-19 ngo-2020 kunye nomdlalo we-Sino-US kusekho, kodwa kuxhamle kwi-5G kunye nezinye izicelo kunye neziseko zophuhliso, imigaqo-nkqubo ezimeleyo ye-semiconductor kunye nezinye izinto, I-DIGITIMES Umhlalutyi wohlalutyo u-Chen Zejia uqikelele ukuba ii-OSAT ezintathu eziphambili Abathengisi kwilizwekazi iChina iyonke ingeniso iya kukhula nge-8%; ubume bobuchwephesha, abavelisi bangasentla baya kugxila ngakumbi kubuchwepheshe bokubekwa kwe-2.5D / 3D obunxulumene nezicelo ezinokuvela ezinjenge-5G.
U-Chen Zejia uthe yonke ingeniso yabavelisi abathathu abaphambili be-OSAT kwilizwe ngokubanzi iChina iya kunyuka nge-4% ngo-2019. Ukongeza kwifuthe lezinto eziphambili zelizwe ezifana nemfazwe yorhwebo yase-Sino-US kunye ne-semiconductor ye-simiconductor. Inkampani exhasa i-Coco, i-Starco Jinpeng Ukwehla kwengeniso yecandelo lokupakisha nokuvavanya ishishini elifana neetshipi zefowuni, inkumbulo, kunye ne-cryptocurrencies nayo yarhola imali engenayo yonyaka ye-JCET kwaye yaba sesona sizathu sokukhula okungathandekiyo kwabathathu abavelisi abaphambili; Ngelixa iTongfu Microelectronics kunye neTekhnoloji yeHuatia ixhamle kwii-chips ezintsha zabathengi Izinto ezinoluhlu kunye nokudibanisa kunye nokufunyanwa kufezekise ukukhula okumbalwa kwemali yonyaka.
Nangona ubhubhane kunye nokwanda kukhuphiswano phakathi kwe China ne-United States kuya kuzisa ukungaqiniseki kwimali engenayo e-China yabavelisi be-OSAT ngo-2020, imfuno yexesha elifutshane ye-chips-based chips kunye nokuhanjiswa kweefowuni ezi-5G ngokuthe ngcembe ziyanda. Ukwakhiwa kwezikhululo ezisisiseko ezingama-550, 000 ze-5G, kudityaniswa nomgaqo-nkqubo wase-China ozimele geqe kwiziseko zophando, I-DIGITIMES Uphando lulindele ukuba ingeniso iyonke yabathengisi be-OSAT abathathu inyuka nge-8% ngonyaka ngo-2020.
Ukongeza, malunga nobume bobuchwephesha, I-DIGITIMES Uphando luveze ukuba ukufakelwa kunye nokuvavanya abavelisi kwilizwekazi i-China bakwazile ukwenza imveliso enkulu kwiphakheji (i-SiP), iphakheji yokuphuma fan (fan-out), flip- iphakheji ye-chip (Flip Chip; FC) kwaye ngokusebenzisa i-silicon nge (TSV) kunye nezinye iiteknoloji eziphambili zokupakisha. Nangona kunjalo, ngenxa yeemfuno ze-5G kunye nezinye iinkqubo ezivelayo zomsebenzi ohlukeneyo kunye nokusebenza okuphezulu kwezixhobo zombane, i-chip ifuna ukudityaniswa ngakumbi, ke ngoko i-chip iqhubela phambili kuphuhliso lwesakhiwo esineempawu ezintathu, kunye nomhlaba Abavelisi baseTshayina nabo bayakulandela umkhondo wokukhulisa ubeko kunye nokujolisa kwe-5G, ikhompyuter ephezulu yokusebenza (HPC), imemori, izinzwa, iimoto kunye namanye amathuba esicelo.
U-Chen Zejia uthe yonke ingeniso yabavelisi abathathu abaphambili be-OSAT kwilizwe ngokubanzi iChina iya kunyuka nge-4% ngo-2019. Ukongeza kwifuthe lezinto eziphambili zelizwe ezifana nemfazwe yorhwebo yase-Sino-US kunye ne-semiconductor ye-simiconductor. Inkampani exhasa i-Coco, i-Starco Jinpeng Ukwehla kwengeniso yecandelo lokupakisha nokuvavanya ishishini elifana neetshipi zefowuni, inkumbulo, kunye ne-cryptocurrencies nayo yarhola imali engenayo yonyaka ye-JCET kwaye yaba sesona sizathu sokukhula okungathandekiyo kwabathathu abavelisi abaphambili; Ngelixa iTongfu Microelectronics kunye neTekhnoloji yeHuatia ixhamle kwii-chips ezintsha zabathengi Izinto ezinoluhlu kunye nokudibanisa kunye nokufunyanwa kufezekise ukukhula okumbalwa kwemali yonyaka.
Nangona ubhubhane kunye nokwanda kukhuphiswano phakathi kwe China ne-United States kuya kuzisa ukungaqiniseki kwimali engenayo e-China yabavelisi be-OSAT ngo-2020, imfuno yexesha elifutshane ye-chips-based chips kunye nokuhanjiswa kweefowuni ezi-5G ngokuthe ngcembe ziyanda. Ukwakhiwa kwezikhululo ezisisiseko ezingama-550, 000 ze-5G, kudityaniswa nomgaqo-nkqubo wase-China ozimele geqe kwiziseko zophando, I-DIGITIMES Uphando lulindele ukuba ingeniso iyonke yabathengisi be-OSAT abathathu inyuka nge-8% ngonyaka ngo-2020.
Ukongeza, malunga nobume bobuchwephesha, I-DIGITIMES Uphando luveze ukuba ukufakelwa kunye nokuvavanya abavelisi kwilizwekazi i-China bakwazile ukwenza imveliso enkulu kwiphakheji (i-SiP), iphakheji yokuphuma fan (fan-out), flip- iphakheji ye-chip (Flip Chip; FC) kwaye ngokusebenzisa i-silicon nge (TSV) kunye nezinye iiteknoloji eziphambili zokupakisha. Nangona kunjalo, ngenxa yeemfuno ze-5G kunye nezinye iinkqubo ezivelayo zomsebenzi ohlukeneyo kunye nokusebenza okuphezulu kwezixhobo zombane, i-chip ifuna ukudityaniswa ngakumbi, ke ngoko i-chip iqhubela phambili kuphuhliso lwesakhiwo esineempawu ezintathu, kunye nomhlaba Abavelisi baseTshayina nabo bayakulandela umkhondo wokukhulisa ubeko kunye nokujolisa kwe-5G, ikhompyuter ephezulu yokusebenza (HPC), imemori, izinzwa, iimoto kunye namanye amathuba esicelo.