Kushomeka kwePCB mu2026

Kushomeka kwezvinhu zvePCB muna 2026 hakusi kushomeka kumwe chete. Izvi zvipingamupinyi zvitanhatu zvinopindirana pakati pePPE/PPO resin, jira regirazi refiber rakaderera reCTE, HVLP copper foil, tungsten carbide drills, electronic-grade chemistry uye CCL plant equipment pachayo. Chimwe nechimwe chine chikonzero chakasiyana, huwandu hwakasiyana hwevagadziri, uye nguva yakasiyana yekupora - uye chimwe nechimwe chinodzivirira mhedzisiro iri pachena kune vamwe. Mhedzisiro yacho yese ndeyekuti nguva dzekutungamira muindasitiri yese dzakareba zvakanyanya, uye vagadziri veCCL vanosanganisira Kingboard, Shengyi, MGC, Resonac, EMC neTUC vakatamira kune allocation-based supply.

Gwaro iri rinotsanangura miganhu yega yega nevagadziri vezvinhu, huwandu hwesimba uye nguva yekuwedzera. Mamiriro emitengo ari muongororo yekuwedzera kwemitengo yePCB , hupfumi hwezvinhu mugwaro remitengo yezvinhu zvePCB , divi reAI-demand muongororo yeAI server PCB demand , uye mhinduro dzekugadzira nekutenga mugwaro rekuderedza mitengo yePCB.

1. Zvipingamupinyi Zvitanhatu, Nguva Nhanhatu Dzakasiyana Dzekupora

Imwe neimwe yemikana mitanhatu iri pazasi ine nguva yayo yekufambisa uye yekuwedzera kugona. Inopindirana — kana kushomeka kwePPE kuchisundira kudiwa kusvika pahuwandu hwepamusoro hweTg FR-4, FR-4 inoderedza kudiwa kwakabviswa uye nguva yakatarwa yeFR-4 inowedzera. Kana kugona kweHVLP foil kwazara nevatengi veAI, kugona kweED foil kunosimbawo nekuti mitsetse yakafanana inogona kuchinjika pakati pemagiredhi. Sisitimu iyi yakabatana zvakakwana zvekuti kugadzirisa dambudziko rimwe chete hakusunungure mamwe.

Sei nguva dzePCB dzakakura zvakanyanya muna 2026->

Nekuti kugadzirwa ikozvino kunotanga chete mushure mekunge CCL grade chaiyo yapihwa kuodha yako, kwete kana PO yaiswa. CCL inopihwa chete mushure mekunge resin, copper foil nejira regirazi zvinodiwa pakuvaka grade iyoyo zvasimbiswa. Nguva dzekutanga dzeFR-4 dzakabva pamavhiki maviri kusvika matatu kuenda kumavhiki matanhatu kusvika masere . Mabhodhi eM6/M7 ane kurasikirwa kwakaderera akatamiswa kubva pamavhiki mana kusvika matanhatu kuenda kumavhiki gumi nemana kusvika gumi nemasere . M8/M9 Q-glass inopihwa chete pamavhiki makumi maviri anopfuura. Nguva yekutungamira muna 2026 chiyero chekuti zvinotora nguva yakareba sei kuchengetedza zvinhu pa quota system, kwete kuti mugadziri wezvinhu akabatikana sei.

2. PPE/PPO Resin: Chinhu Chimwe Chete Chine 70% Yekuwanikwa Kwepasi Rose

Chiitiko chakakosha zvikuru muna 2026 ndechekukanganiswa kwePPE (polyphenylene ether) resin. PPE — inonziwo PPO (polyphenylene oxide) — ndiyo musimboti we resin yemasisitimu e laminate ekurasikirwa pakati nepakati uye kurasikirwa kushoma ayo maelektroni epamusoro anovimba nawo, anosanganisira Panasonic Megtron 6/7 , Isola I-Speed , uye akawanda maM4-M7 CCL grades anoshandiswa mu5G infrastructure, AI servers, automotive radar uye high-speed networking.

Nzvimbo yevagadziri inonyanya kukoshesa:

• SABIC — kare ndiyo yaive mutengesi mukuru pasi rose we resin yePPE yakachena kwazvo. Inenge 70% yePPE yakachena kwazvo pasi rose yakabva kunzvimbo imwe chete yeSABIC.
• Asahi Kasei (旭化成, Japan) — inogadzira resin yePPE padiki.
• Mitsubishi Gas Chemical (MGC, Japan) — inogadzira PPE pamwe chete nekushanda kwayo kweBT neCCL.
• Romira (Germany) — muchina wePPE wakakosha wekushandisa muinjiniya.

Kukanganiswa kwekugadzirwa kwechinhu chimwe chete chikuru chePPE pakutanga kwaKubvumbi 2026 kwakaderedza zvakanyanya kuwanikwa kwepasi rose kunoshanda. Vagadziri veimwe nzira havagone kutsiva pamwe chete mukaha we70% nekukurumidza. Maererano neongororo yeindasitiri, kudzoreredzwa kwemari kunofungidzirwa mukati memwedzi 6-9. Mhedzisiro yekupararira kwelaminate mumusika yave yakanyanya - vatengi vepakati pekurasikirwa vasingakwanisi kuwana Megtron 6 vakachinja kuenda kuma epoxy laminates ane Tg yepamusoro sechinzvimbo chenguva pfupi, vachitora simba re epoxy iro rinowanzo shanda FR-4 yakajairwa.

Pane zvimwe zvinotsiva PPE inowanikwa nevanhu vakawanda here->

Hazvina kuenzana nezvinodiwa. Vagadziri vePPE vepasi rose (Asahi Kasei, MGC, Romira) vanoshanda padanho diki uye havagone kutsiva pamwe chete mukaha we70% wekugovera mukati megore. Vagadziri veLaminate vari kutarisira kuburikidza nemidziyo iripo yePPE, vachikwanisa kushandisa mamwe maresin chemistry uko datasheet re laminate rinobvumira, uye vachibvuma kuti mamwe magadzirirwo anofanira kugadziriswa kwenguva pfupi kuita stackups dzemhando yepamusoro kana dzakakora.

3. T-Girazi neQ-Girazi: Nzvimbo yeNittobo ye90%

Dambudziko guru - iro rine nguva refu yekudzoreredza - jira regirazi rakarukwa zvakanaka remagetsi. Kuwanda kwezvinhu zviripo ndiko kwakanyanya kupfuura chero chikamu chePCB: Nittobo (Nitto Boseki / 日東紡, Tokyo Stock Exchange 3110) ine 90% yemusika wepasi rose weT-glass uye 60-70% yeNE-glass pakuongorora kweTrendForce. Nittobo ndiyo kambani yega yepasi rose inokwanisa kugadzira T-glass yepamusoro-soro zvakanaka.

Mitengo yeNittobo uye zviito zveNittobo zvegore ra2025-2026 zvakanyorwa zvakanaka:

• August 2025: Kukwira kwemitengo kweinenge 20% pamutsetse wezvigadzirwa zvegirazi fiber.
• April 2026: Kuwedzera kwekuwedzera kweinenge 20-30%.
• Mari yekutanga yekudyara pakugadzira zvinhu: Inenge JPY mabhiriyoni gumi nemashanu (~$96-102 miriyoni) kuti pave nekuwedzera kwe3× T-glass capacity kuFukushima. Zvivako zvitsva zvinotarisirwa kutanga kushanda paindaneti kubva pakupera kwa2026, zvichizoshanda zvizere panosvika 2028.
• Kudyara mari kwakawedzerwa: Mari yose yaiswa muzvikamu zvinosvika makumi maviri nezviviri JPY mabhiriyoni makumi mashanu kubva muna 2026 kusvika 2027 kuti zvikwanisike kugadzira zvinhu muJapan neTaiwan.
• Nan Ya kudyidzana (Nov 2025): Nan Ya Plastics (Formosa Plastics Group) ichagadzira 20% yemachira egirazi-fiber anoshandiswa neNittobo kumusika wepasi rose panosvika gore ra2027Nittobo ichapa Nan Ya shinda yegirazi inogara kwenguva refu yegirazi rechizvarwa chechipiri reNan Ya reDk NER.
• Girazi reT-chizvarwa chinotevera (2028): Nittobo inoronga girazi reT rakagadziridzwa rine coefficient yekuwedzera kwekupisa yakagadziridzwa neinenge 30% (kubva ~2.8 ppm kusvika ~2.0 ppm).
• Baotek subsidiary (5340 TT / 健榮工業): Kambani yeNittobo yekuTaiwan parizvino inogadzira magirazi emhando yepamusoro eNE ichishandisa shinda yegirazi yeNittobo, ine simba remafurnace mazana mashanu.

Magirazi eT-glass akwira kusvika pamadhora zana pakirogiramu , nemitengo yakadzokera shure mukota yechipiri yegore rinotevera. Vagadziri vemagirazi akasiyana vari kukura asi vachiri vashoma:

Zvinhu zviviri zvinoita kuti kushomeka kwegirazi kugare kwenguva refu. Chekutanga, kuwedzera kugona kwegirazi remagetsi kunoda michina yekudhirowa yakanyatsogadzirwa iyo pachayo iri mumakore akawanda. Chechipiri, jira rimwe chete rinopawo IC-substrate manufacturing (ABF uye glass-core substrates dzeGPUs neHBM packages), saka maPCB ari kukwikwidzana ne semiconductor packaging supply chains dzemipumburu yakafanana yejira.

Vagadziri vemachira egirazi emagetsi ekuChina vari kukwidzawo mitengo sezvo kudiwa kuri kupfuura kugona kwavo. Maererano nemushumo weindasitiri, vagadziri vemachira vekuChina vakaburitsa mitengo yakatevedzana kanomwe muna Gumiguru naZvita 2025 naNdira naKukadzi 2026 , pamwe chete nekuwedzera kwa2025 kunodarika 50% uye fungidziro yekuwedzera kwe10-15% pamwedzi ichienderera mberi muna 2026.

Kugoverwa kwegirazi reT negirazi reQ kuchachinja rini->

Kwete pamberi pa2027-2028 nenzira ine musoro. Kuwedzera kweNittobo 3× kuFukushima kwakatanga kubuda online kubva pakupera kwa2026, nekubudirira kwakazara muna 2028. Kubuda kwe20% kweNan Ya kwasvika padanho repamusoro panosvika 2027. Vagadziri veQ-glass (Shin-Etsu, Glotech, Feilihua nevamwe) vari kuwedzera mugove asi mhedzisiro yacho ichiri diki kana tichienzanisa nekudiwa kweAI. Kusvika panguva iyoyo, maapplication anobhadhara zvakanyanya anowana mukana wekutanga, uye mamwe maPCB application ari kumashure.

4. HVLP Copper Foil: Mitsui ine 90%+ Premium Share

Mitengo yefoil yemhangura yakakwira nesimbi: Mitsui Kinzoku +12%, Mitsubishi Gas Chemical +30% pafoil yakaputirwa neresin, ese ari maviri anotanga kushanda muna Kubvumbi 2026. Asi mafoil emhando yepamusoro ane kushomeka kwawo kwakanyanya. Mitsui Kinzoku (Mitsui Mining & Smelting / 三井金属) ine anopfuura 90% yemusika wepasi rose wefoil yemhangura ye premium-grade circuit , kusanganisira foil yemhando ye HVLP inodiwa kune nzira dzeAI server pa56G, 112G uye 224G signaling.

Nzvimbo yekugadzira foil yemhangura yepamusoro-soro:

Musika weMLB (multilayer board) we circuit copper foil unotarisirwa kukura kubva pamatani angangoita 15,000 muna 2025 kusvika pamatani 31,000 panosvika 2028 uye matani 54,000 panosvika 2030. Kune vanogadzira circuit copper foil, maodha e2026 atopfuura simba rakaiswa. ASP ye high-end MLB circuit foil yeAI server uye network equipment inodarika 3× yakakwira kupfuura bhatiri copper foil uye general-purpose mainboard substrate foil ; semiconductor packaging substrate foil inodarika 10× standard general-purpose copper foil.

Chikamu cheHVLP chinonyanya kukura. Maererano neongororo yeindasitiri yeQYResearch, musika wepasi rose weHVLP copper foil uri kukura paCAGR inosvika 18.3% . Asia-Pacific ndiyo inotonga ne52.3 % yemari inowanikwa muna 2025 (~$941 miriyoni) , Japan iri iyo inotungamira muhunyanzvi. Sekureva kweongororo yeindasitiri, mukaha weHVLP4 wepamwedzi unofungidzirwa unosvika 500,000-600,000 kgs pamwedzi kutanga pakati pa2026 - zvichireva kuti kunyangwe neCo-tech, LCY, Jiangxi Copper nedzimwe dzichikwira, kudiwa hakugone kuzadzikiswa.

VLP foil inogona kutsiva HVLP here kuchengetedza mari uye nguva yekuitora->

Mushure mekuverengazve bhajeti rekurasikirwa. Musiyano wekuomarara pakati peVLP (~3 μm) neHVLP (<2 μm) unoshandura kurasikirwa kwekuisa kwakaderera ne5-8% pamusoro pe10 GHz — dzimwe nguva 3 dB pane trace ye 10-inch. Kana bhajeti rechiteshi chako richigona kutora kurasikirwa kwakawedzerwa mushure mekutevedzera zvakare nemuenzaniso wefoil-specific roughness, kutsiva kwacho ndekwechokwadi. Kana bhajeti racho ratove rakaoma, foil profile iri kuita basa rakakosha uye haigone kudzikiswa pasina kurasikirwa nechiteshi.

5. Tungsten Carbide yeDrill Bits

Kuboorera kwePCB nemechanical kunoshandisa tungsten-carbide micro-drills, uye musika wetungsten wakasvika pakuchinja kwechimiro muna 2025-2026. Mitengo yetungsten carbide yakasvika kanenge katanhatu padanho rekutanga rekare . Vaongorori vemaindasitiri vanofanotaura kuti avhareji yemitengo yetungsten carbide ya2026-2030 iri pakati pe $450-$500 pa 10 kg - shanduko yechimiro, kwete kuwedzera kwenguva pfupi.

Vagadziri vakuru vePCB drill vese vakapindura vachiti:

• Topoint Technology (尖點科技, Taiwan) Yakazivisa kuwedzera kwayo kwechipiri kwemitengo muna 2026 mukota yekutanga ya2026, nekushandiswa kwepamusoro-soro kwezvidhinha zvechidhinha zvakaputirwa pamusoro pe90% asi zvigadzirwa zvichiri kutadza kugutsa zvinodiwa. Topoint yakasaina chibvumirano chekushandira pamwe chete nekambani iyi. Zhen Ding Technology muna Zvita 2025 yeAI server uye IC substrate PCB drilling. Muna Chivabvu 2026, Topoint yakaunganidza NT$600 miriyoni (~US$19.1 miriyoni) kuburikidza nemabhondi anochinjika, zvichiunza vagadziri vakuru vePCB sevanoisa mari mune zvemabhizinesi. 55% yekutengesa mu2026 muzvibodzwa zvemhando yepamusoro zvakaputirwa.
• Union Tool (ユニオンツール, Japan) — mutungamiri wepasi rose wetekinoroji mukuita maPCB micro-drills — akagadzirisa mitengo zvichienderana nemutengo wetungsten carbide raw-material.
• Zhongwu High-Tech (中钨高新, China, 000657.SZ) vakatanga chidhiraivho chidiki chakafukidzwa nedhaimani nano-nano-chakanyatsogadzirirwa Zvigadziko zvegirazi zvemhando yeM9-grade QKuwedzera kwesimba remayuniti 140 miriyoni rekugadzira madhiri madiki kwakasvika pakuburitswa kwakazara munaKurume 2026, pamwe nekuwedzera kwemamiriyoni 130 kuri kuitwa pamwe chete nemidziyo midiki yekucheka yakareba uye yakanyatsogadzirwa inosvika mamiriyoni 63. Bhuku reodha rakataurwa kuti rakabhukwa zvizere.
• DingTai High-Tech (301377.SZ), Wold Diamond Tools (688028.SH), Hengfeng Tools (300488.SZ), Huarui Precision neXinrui Shares (688257.SH) — kuwedzera kwesimba remagetsi pasi nepakati pemusika.

Kune maPCB eAI server ane 44-layer uye 78-layer ane Q-glass substrates, mari yekuboorera inoshandiswa inomhanya ne5-8× standard levels . Q-glass inonyanya kuoma uye inokwesha kupfuura E-glass yakajairwa, ichida ma micro-drills akaputirwa ne nano-diamond anodhura akawanda emazuva ano uye ane hupenyu hupfupi hwekushandisa pakushandisa imwe neimwe.

Sei tungsten carbide iri dambudziko re2026-2030, kwete kuwedzera kwenguva pfupi->

Nekuti mutengo wetungsten waderera zvakanyanya. Nekugadziriswa kwemutemo wekugovera weChina uye kuwedzerwa zvishoma nezvishoma kwesimba muUS, Europe nedzimwe nzvimbo, huwandu hwese hwetungsten huchiri pasi pe20% yesimba repasi rose. Tungsten yakadzokororwa inopa imwe yekuwedzera, asi mutengo wetungsten carbide wakwira nemaumbirwo. Mutengo unotarisirwa we $450-$500 pa 10 kg kusvika 2030 unomiririra mamiriro matsva.

6. Kemikari yeMagetsi: Acid, Plating, Photoresist

Zvinoshandiswa pa "process chemistry" — sulfuric acid, copper sulfate, etching chemistry, photoresist, solder mask ink, plating bath formulations — zviri nyore kufuratira asi zvese zvakatosimba muna 2026.

Asidhi yesulfuric yemhando yemagetsi uye zvekudya. Inoshandiswa mumakemikari emhangura, kugadzirira pamusoro uye kuburikidza nekugadzirira madziro. Musika wakakura weasidhi yesulfuric wanga uri pasi pekumanikidzwa kusvika mugore ra2026 sezvo kuwanikwa kwacho kwakawedzera, zvichikonzera kumanikidzwa kwakakwira pamitengo yemakemikari yemhando yemagetsi pasi rose.

Inki yemasiki inotengeswa neSolder (LPSM). Inotongwa nevagadziri vashoma. Maererano nedata reQYResearch, Taiyo Ink (太陽インキ製造) , Rongda Photosensitive Materials , Guangxin Materials , uye Resonac pamwe chete zvine musika weinki yemasiki inotengeswa nemasolder pasi rose, Taiyo iri mutungamiri akajeka. Mamasiki emasiki anotengeswa nemasolder (asina halogen, ane Tg yakawanda, matte, LED-grade white reflective) ese ane mapremiums.

Dry-film photoresist. Inoshandiswa pakugadzira magadzirirwo emukati mechikamu chepasi rose. Maererano nedata reQYResearch, vagadziri vatanhatu vepamusoro vane inenge 67% yemusika wepasi rose wePCB dry-film photoresist : Asahi Kasei (旭化成, neSunFort™ dry-film line yakagadzirwa muSuzhou neChangshu), Eternal Materials (長興材料), Resonac, Chang Chun Group (長春集團), Kolon Industries (코오롱인더스트리), Mitsubishi Paper Mills . Vamwe vatambi vanosanganisira DuPont, Qnity, Hunan Chuyuan neHangzhou First Applied Material. Japan ine inenge 55%+ yekugadzirwa kwepasi rose kwedry-film ; Asia-Pacific ine inenge 73% yemusika wepasi rose.

Kemikari yekugezesa yepurasitiki. Vatengesi vakuru vekugadzira makemikari — MacDermid Alpha (Element Solutions), Atotech (MKS Inc.), Uyemura International, Rohm naHaas Electronic Materials (Dow) — vanogadzira makemikari ekugeza emhando yepamusoro ekubatanidza simbi yemhangura, nickel isina electro, goridhe/sirivha yekunyudza uye mamwe maitiro akafanana. Mitengo yachinja zvichienderana nemitengo yemakemikari ekuisa simbi.

7. Midziyo yeCCL Plant: Nguva dzeKutungamira Kwemakore Maviri

Dambudziko rechitanhatu rinotsanangura kuti sei zvimwe zvisingazogadzirisike nekukurumidza. Mhinduro iri pachena yekushaikwa kweCCL muna 2026 ndeyekuti vagadziri veCCL vatengese mari mumabasa matsva - uye, pachiyero chisati chamboonekwa mumakore anopfuura gumi. Shengyi Technology yakashuma kukura kwemari inowanikwa ne108-121% YoY uye kukura kwepurofiti ye476-519% mumwedzi mipfumbamwe yekutanga ya2025, zvichiratidza simba remitengo uye kudiwa. EMC neTUC vari kuwedzera zvakanyanya kubuda kwemari. Kingboard, Nan Ya, Doosan neIteq zvese zviri kuwedzera.

Asi kuwedzerwa kweCCL kwakakonzera kushomeka kwemidziyo, nenguva dzekushandisa michina yekunamira nemazvo uye yekuisira michina inokwanisa kusvika makore maviri. Vagadziri vemidziyo (makambani madiki eJapan neGermany) havagone kugadzira michina mitsva nekukurumidza. Chirambidzo chimwe chete ichi chinoshandawo kune:

• Midziyo yekudhirowa negirazi nefaibha (inoderedza kukura kwegirazi reT negirazi reQ).
• Zvigayo zvemagetsi zvemhangura nefoil (zvinoderedza HVLP uye HVLP5).
• Zvivako zve resin polymerization (zvinoderedza PPE uye specialty resin output).
• Machira eLamination uye mitsetse yekuisa muchibereko (inoganhurira CCL throughput).

Danho rega rega reCCL chain riri kumusoro parizvino rine huwandu hushoma hwezvinhu, uye danho rega rega rinoda michina yakakosha ine nguva yekutungamirira kwemakore akawanda. Kuwedzera huwandu hwezvinhu kunoganhurirwa nekuwanikwa kwemidziyo chaiyo, kwete nekuda kwemari kana kuda kuisa mari.

CCL ichaendesa rini zvinhu nenzira inogadzirisa->

Kutaura chokwadi, hazvisati zvasvika pakupera kwa2027 kwemagiredhi akajairwa uye 2028 kwemagiredhi emhando yepamusoro eM7+. Zviziviso zvehukuru zvakaitwa muna 2025-2026 hazvizobudisi zvinhu kusvika mitsetse yelamination, michina yekudhirowa uye resin reactors zvaunzwa uye zvatanga kushanda. Nzira yepakati ndeyekutarisira kuburikidza nehurongwa hwekugovera, kubvumidza mamwe magiredhi, uye kubata kugoverwa kwezvinhu sepfuma yekutenga ine hurongwa.

8. Zvinorehwa nehurongwa hwekugovera mari pachirongwa

Kubva pakupera kwaKurume 2026, vatengesi veCCL vanotungamira — Kingboard, Shengyi, MGC, Resonac, EMC, TUC, Doosan — vakatamira kune zvinhu zvinogoverwa zvichibva pakugoverwa kwemari. Mutengi wega wega anopihwa tani yakatarwa pamwedzi yemagiredhi chaiwo zvichienderana nehuwandu hwekutenga hwakamboitika uye kufanotaura kwemari. Vatengi vatsva, kana vatengi vanokumbira kuwedzerwa kwehuwandu kamwe kamwe, vanorambwa kana kutaurwa pamutengo wepamusoro kana paine chero chinhu chiripo. Vamwe vagadziri veCCL vakarambidza shanduko dzeodha — kana nzvimbo yequota yangopihwa, giredhi nehuwandu hazvigone kuchinjwa.

Kune mugadziri wePCB nemutengi wake weOEM, izvi zvinoreva zvinhu zvitatu zvinoshanda:

• Mutengo wekutenga hausisiri vimbiso yekutumira zvinhu pasina kusimbiswa kwekugoverwa kwemari. Mashoko ekugadzira zvinhu iye zvino ane zvirevo zvekuti "zvinhu zvinofanira kusimbiswa" zvavakanga vasina muna 2024. Mashoko akasimbiswa anoreva kuti mugadziri weCCL akapa giredhi netani kumugadziri iyeye wezvinhu kuti zvienderane neodha iyoyo chaiyo.
• Kuvimbika kwezvinotaurwa nekufanotaura kunoita kuti pave nekugoverwa kwemari. Vatengi vanopa fungidziro yemazuva ano yemavhiki 12-26 uye vanovaremekedza vanowana mari iri nani pane vanotenga zvinhu panzvimbo imwe chete.
• Kuchinja maodha kunodhura kana kuti hazvigoneke. Kana zvangopihwa, giredhi nehuwandu zvinovharwa. Kuchinja giredhi reCCL pakati pechirongwa kunogona kureva kurasikirwa nenzvimbo yekugovera zvachose.

9. Ndeapi Maindasitiri Anonyanya Kukuvadzwa uye Akanyanya Kuoma

Kushomeka kwe2026 kunokanganisa maindasitiri zvisina kuenzana. Maindasitiri anoshandisa magiredhi epamusoro eCCL anotanga azviona zvakanyanya; maindasitiri ari paFR-4 yakajairwa anonzwa izvozvo gare gare asi zvisingadzivisiki sezvo kudiwa kwakabviswa kuchiita kuti FR-4 ikwanise kukwira.

Sei FR-4 ichikanganiswa kana kushomeka kwePPE kuri pamusoro pemagiredhi epamusoro->

Nekuti kudiwa kwemagetsi kunogona kusanganiswa nemitengo yakasiyana-siyana. Vatengi vepakati-kurasikirwa vasingakwanise kuwana Megtron 6 vari kutamisa maodha kuenda ku-high-Tg FR-4 senzira yenguva pfupi, vachitora simba rinowanzo shandira vatengi vemaindasitiri. Vatengi vemaindasitiri vanobva vachinja kuenda ku-standard FR-4. Mugumisiro wacho: kunyangwe chiitiko chePPE chiri pamusoro peFR-4, nguva dzekutungamira dzeFR-4 dzakatambanuka kubva pamavhiki maviri kusvika matatu kusvika mavhiki matanhatu kusvika masere . Hapana chikamu chemusika welaminate chakadzivirirwa.

10. Maitiro eOEMs ekuderedza Kuwanikwa kweSupply

Bhuku rekutenga ra2026 rakasiyana nera2020-2024 nenzira imwe chete huru: kuchengetedza kugoverwa kwezvinhu kunokosha kupfuura kutaurirana mutengo . Mumusika we quota, mutengi ane zvinhu zvakachengetwa anowana bhodhi panguva; mutengi ari kutsvaga mutengo wakaderera anogona kusawana bhodhi zvachose.

• Vagadziri vaviri vanokwanisa pamhando yebhodhi. Pfungwa yacho ndeyekuderedzwa kwemari yakapihwa, kwete mukana wekutaurirana.
• Kufungidzira kwemavhiki 12-26. Tsiva mafambiro enguva yekufanotaura kwemavhiki mana kusvika masere nematanho akavimbika. Kugoverwa kunopihwa zvichienderana nezvinodiwa pakufanotaura.
• Giredhi rechipiri reCCL rakakwana pabhodhi rega rega. Mabhodhi eMegtron 6 anofanira kunge aine chimwe chinhu chakafanana nacho (TUC Tachyon-100G, EMC EM-528, Iteq IT-988GSE); Mabhodhi eM7 anofanira kunge aine chimwe chinhu. Mabhodhi ehybrid stackups (mhando yepamusoro chete pamatanho echiratidzo akakosha) iheji yekuvaka.
• Kuwanda kwehuwandu hwemamepu pakugadzira. Bhodhi rinoshandisa laminate imwe chete, foil profile imwe chete uye girazi rimwe chete rine njodzi yakawanda zvisinei nekuti vangani vanogadzira vanorishandisa.
• Gamuchira mitengo yakanyorwa mu index. Zvibvumirano zvegore negore zvemutengo wakaganhurirwa hazvichaponi kushanduka-shanduka. Fomura inoonekera ye copper-foil uye CCL-grade adjustment inoshandura spot shocks kuita range inodzorwa.

Zvishandiso zvekugadzira (hukuru hwerudyi hwezvinhu, mahybrid stackups, kushandiswa kwepaneru, DFM) zvakafukidzwa mugwaro rekudzikisa mitengo yePCB . Muna 2026, idzi hadzisi nzira dzekusarudza dzekuderedza mitengo - ndiwo musiyano uripo pakati pebhodhi rinotumirwa nebhodhi risingatumirwi.

11. Mibvunzo Inowanzo bvunzwa Nezvekushomeka Kwezvinhu zvePCB

Sei kushomeka kwezvinhu zvePCB kuri kuramba kuchikwira muna 2026

Nekuti zvipingamupinyi zvitanhatu zvakazvimiririra zvinorova panguva imwe chete uye chimwe nechimwe chinodzivirira mhedzisiro yakajeka kune zvimwe. PPE resin (70% yezvinopihwa kunze kwenyika panzvimbo huru), T-girazi neQ-girazi (Nittobo pa ~90% T-girazi, michina inokwana mumakore akawanda), HVLP copper foil (Mitsui pa90%+ premium share, AI inoda pre-booking output), tungsten carbide (50%+ pamusoro pe2024 baseline), electronic-grade chemistry, uye CCL plant equipment pachayo.

Ndezvipi zvinhu zvePCB zvine nguva refu yekutungamira muna 2026

Epoxy resin: mavhiki gumi nemashanu (aiva matatu). Mid-loss / PPE-based laminates: inoshanduka, inotungamirwa nekugoverwa. M6/M7 low-loss CCL: mavhiki gumi nemana kusvika gumi nemasere. M8/M9 Q-glass: mavhiki makumi maviri zvichikwira, kugoverwa chete. Mamwe magiredhi eCCL ari pachirongwa chemwedzi mitanhatu. Standard FR-4 yachinja kubva pamavhiki maviri kusvika matatu kuenda kumavhiki matanhatu kusvika masere. Midziyo yeCCL plant pachayo: inenge makore maviri.

Kushomeka kwezvishandiso kunochinja sei purogiramu yangu chaiyo yekutumira zvinhu

Kugadzira kunotanga chete mushure mekunge CCL grade chaiyo yapihwa kuodha yako, kwete kana PO yaiswa. Kana CCL iri paaccount, mugadziri anofanira kumirira nzvimbo yekugovera, iyo inogona kusundidzira hwindo rekugadzira kunze kwemavhiki. Mutengo wakasimbiswa unoreva kuti CCL yakachengetedzwa kuodha yako; mutengo usina kusimbiswa unoreva kuti nguva yekuburitsa ndeyenguva pfupi.

Ko standard FR-4 iri kukanganiswa here nekushaikwa kwemotokari muna 2026?

Ehe. Kudiwa kwakawanda kubva mukushomeka kwePPE/PPO kwachinja kuenda kuhigh-Tg FR-4 zvichienda mberi kune standard FR-4, zvichitora simba padanho rega rega. Nguva dzekushandisa FR-4 dzakajairwa dzakabva pamavhiki maviri kusvika matatu kusvika pamavhiki matanhatu kusvika masere . Nguva yekushandisa epoxy resin yabva pamavhiki matatu kusvika pamavhiki gumi nemashanu.

Chii chinonzi kukanganiswa kwePPE resin uye icharamba kwenguva yakareba sei?

Kukanganiswa kwekugadzirwa kweresin imwe chete yepasi rose yePPE mukutanga kwaKubvumbi 2026 kwakaderedza kuwanikwa kweresin zvakanyanya. Vagadziri vasara (Asahi Kasei, MGC, Romira) havakwanise kuzadza pamwe chete mukaha we70% mumwedzi. Ongororo yeindasitiri inoratidza kudzoreredzwa kwemari mukati memwedzi 6-9, kusvika muQ4 2026 - Q1 2027.