iindaba

Umsonto we-elektroniki wenziwa ngefiber yeglasi enedayamitha engaphantsi kwe-9 microns.

Ilukwe kwilaphu le-elektroniki, elinokuthi lisetyenziswe njengento yokuqinisa i-laminate yobhedu kwibhodi yesekethe eprintiweyo (PCB).

Ilaphu le-elektroniki linokwahlulwa libe ziindidi ezine ngokobuninzi kunye neemveliso zedielectric ezisezantsi ngokwentsebenzo.

Inkqubo yonke yokuvelisa i-E-yarn / ilaphu iyinkimbinkimbi, umgangatho wemveliso kunye nokuchaneka kuphezulu, kwaye ikhonkco emva kokulungiswa kweyona nto ibaluleke kakhulu, ngoko ke umqobo wezobugcisa kunye nomqobo wenkunzi yeshishini liphezulu kakhulu.

Ngokunyuka kweshishini le-PCB, i-5G intambo ye-elektroniki ingenisa ixesha legolide.

I-1.Demand trend: Isikhululo sesiseko se-5G sineemfuno eziphezulu zelaphu le-elektroniki elikhanyayo kunye ne-high frequency, elilungile kwi-high-end ultra thin, i-laphu ye-electronic esebenza kakhulu kunye nephezulu yokusebenza; Iimveliso ze-elektroniki zivame ukuba zikrelekrele ngakumbi kwaye zincinci, kwaye umatshini we-5g wokutshintsha kuya kukhuthaza ukunyanzeliswa kwelaphu lombane eliphezulu; I-substrate yokupakisha ye-IC ithatyathelwa indawo yeyasekhaya, kwaye iba yindawo entsha yokukhupha umoya yokusetyenziswa kwelaphu le-elektroniki.

I-2.Supply structure: PCB cluster transfers to China, and the upstream industry chain izuza amathuba okukhula. I-China yeyona ndawo inkulu yemveliso yeglasi emhlabeni, ithatha i-12% yemarike yombane. Umthamo wemveliso yomsonto we-elektroniki wasekhaya yi-792000 yeetoni / ngonyaka, kwaye i-akhawunti ye-CR3 yemarike ye-51%. Kwiminyaka yakutshanje, ishishini likhokelwa ikakhulu kukwandisa imveliso, kwaye ukugxilwa kweshishini kuphuculwa ngakumbi. Nangona kunjalo, umthamo wemveliso yasekhaya ugxininiswe phakathi kunye nesiphelo esisezantsi sokujikeleza kwe-roving, kwaye intsimi ye-high-end isesekuqaleni kwayo. I-HONGHE, GUANGYUAN, JUSHI, njl njl. qhubeka nokwandisa imizamo ye-R & D.

I-3.Isigwebo seMakethi: inzuzo yexesha elifutshane kwimfuno yonxibelelwano lweemoto ze-smart phone, kulindeleke ukuba ukunikezelwa kwentambo ye-elektroniki kwisiqingatha sokuqala salo nyaka kuya kudlula imfuno, kwaye ukubonelela kunye nokufunwa kuya kuba kwi-balance balance kwisiqingatha sesibini salo nyaka; Umsonto we-elektroniki okwisiphelo esisezantsi unomlinganiselo ocacileyo kunye nexabiso elikhulu lokunwebeka. Ekuhambeni kwexesha, kuqikelelwa ukuba izinga lokukhula kwe-E-yarn lelona likufutshane kwelo lexabiso lemveliso yePCB. Silindele ukuba imveliso ye-E-yarn yehlabathi kulindeleke ukuba ifikelele kwi-1.5974 yezigidi zeetoni ngo-2024, kwaye imveliso ye-e-laphu yehlabathi kulindeleke ukuba ifikelele kwi-5.325 yeebhiliyoni zeemitha, ehambelana ne-US $ 6.390 yeebhiliyoni zemarike, kunye nezinga lokukhula lonyaka elihlanganisiweyo ye-11.2%.