Kusukela i-Q4 ngo-2020, ngenxa yokukhula kwe-5g, i-cloud AI computing, amaseva nezinye izimakethe, isidingo samakhompiyutha wokusebenza okuphezulu sonyukile. Kuhambisane nokukhula kwesidingo semakethe yehhovisi lasekhaya i-WFM nezimoto ezisebenza ngogesi, isidingo sama-CPU, ama-GPU nama-AI chips sikhuphuke kakhulu, okubuye kukhulise ukufunwa kwamabhodi athwala i-ABF. Kuhlanganiswe nomthelela wengozi yomlilo efektri i-ibiden Qingliu, ifektri enkulu ye-IC carrier, kanye nefektri yeXinxing Electronic Shanying, abathwali be-ABF emhlabeni bayashoda kakhulu.

NgoFebhuwari nonyaka, kwakukhona izindaba emakethe zokuthi amapuleti athwala i-ABF ayeswele kakhulu, futhi umjikelezo wokulethwa wawusunamasonto angama-30 kuphela. Ngokutholakalela kwepuleti le-ABF yenethiwekhi, intengo nayo iqhubekile nokukhuphuka. Idatha ikhombisa ukuthi kusukela kwikota yesine yanyakenye, intengo yebhodi yezinkampani ezithwala i-IC iqhubekile nokukhuphuka, kufaka phakathi i-BT carrier board icishe ibe ngu-20%, kuyilapho i-ABF board board inyuke ngo-30% – 50%.
Njengoba amandla okuphatha i-ABF ikakhulukazi esezandleni zabakhiqizi abambalwa eTaiwan, eJapan naseNingizimu Korea, ukunwetshwa kwabo komkhiqizo nakho bekulinganiselwe esikhathini esedlule, okwenza futhi kube nzima ukunciphisa ukushoda kokuthwala kwe-ABF ngesikhashana isikhathi. Okubaluleke kakhulu kwepuleti lesithwali se-ABF yifilimu yokwakha. Njengamanje, ama-99% wezinto zokwakheka kwezingqimba ze-ABF emakethe zinikezwa yi-Ajinomoto, umkhiqizi waseJapan. Ngenxa yomkhawulo wokukhiqiza, ukunikezwa kuyashoda.

Ukuze kunqotshwe inkinga yokuthi izinto ze-ABF laminate zitholwa ngabakhiqizi baseJapan nokusweleka kwamandla okukhiqiza, ubuchwepheshe be-crystallographic butshalwe imali ngokuphelele ku-R & D ezimele futhi eyenziwe ngokwabo ngezinto zokwakha ifilimu zokupakisha ze-semiconductor ephezulu kanye nezinto zokuthambisa ze-ABF eminyakeni yamuva. Njengamanje, ukuphela komholi emkhakheni wezinto ze-ABF ezithwala ifilimu eTaiwan kanye nomkhiqizi wesibili emhlabeni othuthukise ngempumelelo izinto ze-ABF carrier laminate materials, Kuthenjwa ukuthi ukwenziwa kwendawo yokuthengiswa kwempahla yaseTaiwan kungakhuthazwa, futhi amapuleti wesithwali we-ABF angenziwa ngefilimu eyengeziwe yongqimba eyenziwe eTaiwan.
Ubuchwepheshe bukaJinghua ngumkhiqizi wokuqala eChina ukuzithuthukisa ngokuzimela nokukhiqiza iTaiwan build up film (TBF) yeABF carrier plate. Njengamanje, ngokuhlanganyela ithuthukise ungqimba oluphansi lwe-DK & DF olwengeza izinto nabakhiqizi abaningi ekhaya nakwamanye amazwe, ezizosetshenziswa esizukulwaneni esilandelayo sama-AI chips.