Kev Lag Luam Txheej Txheem
Lub koom haum hluav taws xob sib xyaw ua ke hauv lub xyoo nyob rau hauv 2025, nrog kev ua lag luam thoob ntiaj teb tau ncav cuag $ 650 billion los ntawm cov tsav tsheb muaj xws li cov tsav tsheb tseem ceeb muaj xws li:
Ua kom nrawm 5g infrastructure thoob ntiaj teb
Surging thov kom cov khoom siv hluav taws xob hauv tsheb (25% yoy loj hlob)
Txuas ntxiv sooblicuscemuction ntawm ntu tshwj xeeb
Ua kom tiav kev saws me me ntawm cov khoom siv dav dav (SIC / GAN)
Muab Khoom Siv Hluav Taws Xob
Cov tuam ntxhab loj raug siv cov tswv yim hloov:
Kev dej num hauv cheeb tsam: Cov neeg sib tw saum toj tsim kho 3-4 Ntau Lawm Hubs ntiaj teb
Cov Lus Qhia Cov Lus Qhia: Hloov los ntawm "cia li-rau-time" rau "tsuas yog-hauv-ntawv" qauv
Cov Khoom Siv Tawm Tshiab: Lwm txoj hauv kev nce qib nce siab
Tshuab Tiam
Kev lag luam yog kev pom ntau cov kev sib txuas thev naus laus zis:
Yam me hmab: 0201 Metric Chip Txheej Txheem ua cov mainstram
Xauv Ntim: 3D ic thiab chiptherts saws me nyuam ntawm 40% cagr
Cheebtsam: Embedded Ai lub peev xwm nyob rau hauv passive Cheebtsam
Muaj zog: ROHS 3.0 Ua raws li tam sim no npog 92% ntawm cov qauv tshiab
Cov Lus Qhia Hauv Cheeb Tsam
Asia-Pacific: Tswj hwm 58% sib qhia nrog cov fab tshiab hauv Nyab Laj thiab Is Nrias teb
North America: Chips Ua Kev nqis peev Yauj tau muab cov chaw tsim khoom tshiab
Yu Laus teb: Tsom rau ntawm Automotive thiab muaj cov hluav taws xob hluav taws xob
Kev cov nyom thiab cov cib fim
Cov ntsiab lus kev lag luam tam sim no:
Cov sijhawm ua rau MLCCS (txog li 52 lub lis piam)
Cov khoom siv cuav ua rau $ 7.2B hauv kev poob txhua xyoo
Kev txawj ua haujlwm tsis txaus ntseeg hauv kev tsim khoom loj
Cov caij nyoog tshwm sim:
Aerospace thiab defense applications (+30} Thov)
Medical Electronics rau cov neeg laus
NTUG COUNTINGS INSTRASURDITURE Cheebtsam
Outlook rau h 2 2025
Cov kws tshuaj ntsuam kwv yees kwv yees:
Kev ntsuas tus nqi sib cais tom qab Q3
Nce m & ib qho kev ua ntawm cov neeg muab khoom nruab nrab
Muaj zog kev loj hlob hauv kev xeem / ntsuas cov khoom siv SECTOR
Cov thawj coj hauv kev lag luam qhia meej txog qhov xav tau:
Txhim Kho Cov Khoom Siv Txuas Khoom Siv Khoom Siv
Txuas ntxiv cov kev txhawb zog txhim kho
Cov Qauv Ntawm IOT Cheebtsam Tshwj Xeeb