Mari yePCB yezvinhu zvisina kugadzirwa muna 2026

PCB murwi wezvinhu zvakasiyana, chimwe nechimwe chakagadzirwa nemugadziri akasiyana. Nyaya yemutengo wegore ra2026 ndeyekuti inenge imwe neimwe yadzo yakaderedzwa mutengo wayo wepamusoro nemugadziri wayo mukuru - copper foil, copper-clad laminate, glass fiber cloth, resin systems, gold, silver, palladium, tungsten carbide, solder mask ink, photoresist uye process chemicals - mukati memwedzi mitanhatu. Gwaro iri rinotarisa zvese zvinoiswa mumidziyo zvichienderana nenhamba chaiyo kubva kuvagadziri vanoisa mitengo, pamwe chete nemitengo inoratidza kuti chimwe nechimwe chinopa chii kuPCB yakagadzirwa.

Mamiriro emitengo pamusika ari muongororo yekuwedzera kwemitengo yePCB , ruzivo rwezvekutengeswa kwezvinhu muongororo yekushomeka kwezvinhu zvePCB , kudiwa kunotungamirirwa neAI muongororo yekudiwa kwePCB yeAI server , uye mhinduro dzekugadzira nekutenga mugwara rekuderedza mitengo yePCB.

1. Ruzivo Rwakazara rweZvinhu Zviri MuPCB

Mutengo uri mukati mePCB ine layer yakawanda wakawanda kupfuura zvinoratidzwa neongororo yakaitwa neTrendForce. Maererano neruzivo rweindasitiri, laminate ine copper-clad chete ndiyo inonyanya kukosha mubhodhi rine layer yakawanda, uye mukati meCCL pachayo mutengo unoora se copper foil 42%, resin 26%, girazi fiber jira 19%, balance ~13% . Asi CCL ndeimwe yezvakawanda zvinopinda - PCB yakapedzwa inodawo surface finish (ine precious-metal exposure yayo), drill bits, solder mask, photoresist, plating chemistry uye process consumables.

Kare zvinhu izvi zvaitora 30-50% yemari isina mapuranga paPCB dzakawanda. Muna 2026, nekushandiswa panguva imwe chete pa copper foil, CCL, girazi jira, goridhe uye tungsten carbide, mugove wezvinhu izvi wasvika pa45-60% pamapuranga epamusoro - nhanho yepamusoro-soro mumakore anopfuura gumi. Chikamu chimwe nechimwe chiri pasi apa chine nyaya yaro yemutengo.

2. Copper Foil: Iyo 42% Inoshandisa Zvimwe Zvese

Foiri yemhangura ndiyo inonyanya kushandiswa mukati meCCL (~42% paTrendForce). Inoiswa mhangura nemagetsi, ine ukobvu hwe9-70 μm, inogadzirwa pamitsetse yakagadzirwa neboka diki revagadziri vepasi rose. Kuwedzera kwemitengo muna 2026 kunobva zvakananga kuvagadziri:

• Mitsui Kinzoku (Mitsui Mining & Smelting / 三井金属) vatengi vakaziviswa pa March 12, 2026 kuti zvigadzirwa zvese zveMicroThin copper foil zvaizokwira 12% inoshanda muna Kubvumbi 2026Mitsui ine anopfuura 90% yemusika we copper foil we premium-grade circuit, kusanganisira HVLP-class foil inoshandiswa muma PCB epamusoro uye IC substrates. Muna Kukadzi 2026, Mitsui yakatanga Foil ye3SAP-Ultra HVLP ichisvika paRz values ​​iri pasi pe0.5 μm yefoiri ine ukobvu hwe12 μm, inotarisa mashandisirwo e5G-Advanced uye ma millimeter-wave uye AI compute substrate.
• Mitsubishi Gas Chemical (MGC / 三菱瓦斯化学) kuwedzera kwakaziviswa kwe kusvika 30% muzvikamu zvese zvezvigadzirwa zvinosanganisira foil yemhangura yakaputirwa ne resin, CCL nemapepa ekubatanidza, kutanga kushanda musi wa1 Kubvumbi, 2026.
• Furukawa Electric (古河電気) uye JX Nippon Mining & Metals — vese vari vagadziri vakuru veHVLP4 — vakakwidza mitengo 5-10% mukota yechina ya2025 nekuchinja kuri kuramba kuchienderera mberi muna 2026. Vese vari vaviri vari pamwe chete naMitsui sevatungamiri vatatu vepasi rose veHVLP4.
• Iljin Materials (일진머티리얼즈, South Korea) — mutengesi mukuru weHVLP neRTF/VLP — akagadzirisa mitengo zvakafanana.
• Circuit Foil (Luxembourg), Fukuda Metal Foil & Upfu, Kingboard Chemical (yakabatanidzwa zvakananga nefoil yakajairika), Kuvandudzwa kweCo-tech (Taiwan), Boka reLCY (Taiwan, rine HVLP4/HVLP5 pasi pe 0.4 μm Rz), uye Jiangxi Copper (China, kuwedzera HVLP5) kupedzisa huwandu hwezvinhu zvinotengeswa pasi rose.

Simbi iri pasi pesimbi yakatanga kufamba. Mhangura yeLME yakasvika pakakwirira zvikuru ye $14,527.50/metric ton muna Ndira 2026 , 16.9% pamusoro pekupera kwa2025, uye yakaramba iri pamusoro pe $12,900/ton kusvika pakutanga kweQ2 2026. Sekureva kweongororo yeindasitiri, mukaha wepasi rose weHVLP4 capacity supply unotarisirwa kuva 500,000-600,000 kgs pamwedzi kutanga pakati pa2026 . Musika weMLB (multilayer board) circuit copper foil unotarisirwa kukura kubva pa15,000 matani muna 2025 kusvika 31,000 matani panosvika 2028 uye 54,000 matani panosvika 2030 , uye zvichienderana neongororo yeindasitiri maodha e2026 atopfuura kugona kwakaiswa kune vagadziri vakati wandei.

Magiredhi epamusoro anokosha nekuda kwemhedzisiro yeganda. Pama frequency akakwira magetsi anoyerera muchikamu chakatetepa pamusoro pe conductor, saka rough foil inorebesa nzira inoshanda yemagetsi uye inowedzera kurasikirwa kwe resistive. Kuchinja kubva pa standard ED foil (Rz ~ 7 μm) kuenda kuHVLP (Rz <2 μm) kunovandudza kurasikirwa kwe insertion neinenge 5-8% pamusoro pe 10 GHz - pa 10-inch trace iyi inogona kuva 3 dB yakakosha pa eye diagram. ASP ye high-end MLB circuit foil inoshandiswa muAI server uye network equipment inoshanda pa 3 × ASP ye battery copper foil uye general-purpose mainboard substrate foil , ne semiconductor packing substrate foil inodhura pa 10 × standard general-purpose copper foil.

Ko foil yemhangura inosvika sei paPCB quote->

Foiri yemhangura inoyerera ichipinda muPCB quote kuburikidza neCCL — yakabatana nepakati pe dielectric kuti igadzire jira rinofambisa magetsi rejira rega rega. Mugadziri weCCL anotenga foiri kubva kuMitsui, Furukawa, JX Nippon, Iljin kana vamwe vatengesi, anovaka laminate, uye anoitengesa kumugadziri. Kuwedzera kwe12% MicroThin kwaMitsui uye foiri ye30% resin-coated yaMGC inowedzera kuyerera kwese kumutengo weCCL wemugadziri usati wamboboora, kuputira kana kupedzisa.

3. Masisitimu eResin: Epoxy, PPE/PPO, BT, PTFE

Resin ndiyo kemikari inotsanangura hunhu hwemagetsi nekupisa kwelaminate. Sarudzo yeresin inoparadzanisa standard FR-4 kubva ku high-Tg FR-4, kubva ku mid-loss laminates, kubva ku low-loss laminates, kubva ku RF/microwave-grade materials. Mhuri yega yega yeresin ine huwandu hwayo hwemugadziri:

Nyaya huru yeresin ya2026 iri kudivi rePPE/PPO. PPE inopa musanganiswa wekurasikirwa kwe dielectric kwakaderera, tembiricha yepamusoro-shanduko yegirazi uye kugadzikana kwezvikamu zvinodiwa nemaPCB ane frequency yakakwira, uye hapana imwe resin chemistry inoienzanisa nemutengo wakafanana. Kukanganiswa kwekugadzirwa kwePPE huru pane imwe sosi yepasi rose kutanga kwaKubvumbi 2026 kwakaderedza kuwanikwa kwePPE zvakanyanya, nekudzoreredzwa kwakafungidzirwa kwemwedzi 6-9. Nekuti vagadziri vePPE vakasiyana (Asahi Kasei, MGC, Romira) vanoshanda padiki zvakanyanya, havakwanise kupinza mukaha uyu nekukurumidza.

Kupararira kweresin kuburikidza nedzimwe mhuri dzeresin kwakanyanya. Vatengi vema laminate epakati pekurasikirwa nePPE vakachinja maodha kuenda kuma epoxy laminates ane Tg yepamusoro senzvimbo yenguva pfupi, vachitora simba re epoxy iro rinowanzo shanda seFR-4. Nguva dze epoxy resin dzakajairwa dzakabva pamavhiki angangoita matatu kusvika kumavhiki gumi nemashanu. Shengquan Group (圣泉) , kambani huru ye epoxy resin yekuChina kuindasitiri yeCCL, yave iri mubatsiri wakananga wechirongwa ichi sezvo vagadziri veCCL vekuChina vachitsvaga resin yemuno.

Chii chinonzi PPE resin uye nei iri nyaya yePCB ya2026->

PPE (polyphenylene ether), inonziwo PPO (polyphenylene oxide), ipurasitiki yethermoplastic inoshanda zvakanyanya inoshandiswa semusana wePCB laminates dzinoshanda pakati nepakati uye dzinoshanda zvishoma dzinosanganisira Panasonic Megtron 6/7 neIsola I-Speed. Zvakakosha kumabhodhi anoshandisa 5G, AI server, automotive radar uye high-speed networking traffic. Kukanganiswa kwekugadzirwa kwePPE sosi huru yepasi rose muna Kubvumbi 2026 kwakaderedza kuwanikwa kwePPE zvakanyanya, pasina imwe nzira yekugadzira yakafanana. Mugumisiro wacho wave kugoverwa kwePPE-based laminates uye kupararira kwekusimba kuburikidza neresin yese supply chain.

4. Girazi reFiber: E-Girazi, NE-Girazi, T-Girazi, Q-Girazi

Machira egirazi fiber ndiwo anonyanya kushandiswa mukati meCCL yega yega. Magirazi eE-glass anowanikwa zvakanyanya; magiredhi ehunyanzvi anodiwa nemaPCB ekumhanya kwepamusoro uye eAI-server haasi iwo. Kuwanda kwezviwanikwa kwakanyanya — Nittobo (Nitto Boseki / 日東紡, Tokyo Stock Exchange 3110) ine 90% yemusika wepasi rose weT-glass uye 60-70% yeNE-glass , zvichienderana neongororo yeindasitiri yeTrendForce. Nittobo ndiyo kambani yega yepasi rose inokwanisa kugadzira magirazi eT-grade epamusoro-soro zvakadzikama.

Saka mitengo yaNittobo ndiyo yakaisa gwara rechikamu chose chegirazi rakarukwa zvakanaka:

• August 2025: Kukwira kwemitengo kweinenge 20% pamutsetse wezvigadzirwa zvegirazi fiber.
• April 2026: Kuwedzera kwekuwedzera kweinenge 20-30%.
• Kudyara mari pakugona: Pakutanga anenge JPY mabhiriyoni gumi nemashanu (~$96-102 miriyoni) Kuwedzera kwesimba reFukushima 3× kwaziviswa, kwakawedzerwa kusvika pahuwandu hwese hwemotokari dzinenge JPY mabhiriyoni makumi mashanu kubva muna 2026 kusvika 2027 yekugadzirwa kweJapan neTaiwan. Nzvimbo itsva dzakarongwa kutanga kushanda paindaneti kubva pakupera kwa2026, uye dzichatanga kushanda zvizere panosvika 2028.
• 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.
• Baotek (5340 TT / 健榮工業): Kambani yeNittobo yekuTaiwan parizvino inogadzira magirazi emhando yepamusoro eNE-glass pashinda yegirazi inopihwa neNittobo, ine simba remafurnace mazana mashanu.
• 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).

Magirazi eT-glass akwira kusvika pamadhora zana pakirogiramu pazvikamu zveindasitiri, neodha dzakadzokera kumashure mukota yechipiri yegore rinotevera. Vagadziri vemagirazi emagetsi ekuChina vari kukwidzawo mitengo — maererano nemushumo weindasitiri, vagadziri vemachira vekuChina vakaburitsa mitengo yakatevedzana kana muna Gumiguru naZvita 2025 naNdira naKukadzi 2026 , nekuwedzera kwa2025 kuchipfuura 50% uye fungidziro yekuwedzera kwe10-15% pamwedzi ichienderera mberi muna 2026.

Nyaya yekuwanikwa kwemagetsi iri shure kwemagiredhi aya inokosha nekuti masaini ekumhanya kwakanyanya anoda girazi rakarukwa zvakanaka, rakaderera reCTE. Padanho re56G/112G/224G, patani yefiber yakarukwa pachayo inounza kukanganiswa kwechiratidzo ("mugumisiro wegirazi-weave") - masaini anoyambuka fiber bundles anoona akasiyana maDk anoshanda pane masaini anoyambuka pockets dzakapfuma mu resin. Magirazi ehunyanzvi anogadzirisa izvi. Gwara reQ (rakagadzirwa nefiber ye quartz yakachena) rinoenderera mberi nekudzikisa dielectric constant pachayo, zvichiita kuti Df ~0.0007 ishande iyo M9-class CCL inowana.

5. Kupedzisa Kwepamusoro: Goridhe, Sirivha, Palladium, Tin, OSP

Kugadzirwa kwePCB pamusoro pesimbi dzakakosha chaizvo. Musika wesimbi dzinokosha we2026 wafambira mberi zvakanyanya - goridhe risina kugadzirwa rakasvika pakakwirira kupfuura $5,595.42/oz musi wa29 Ndira, 2026 , rakatengeswa pamadhora angangoita $4,327/oz pakati paChikumi 2026 , uye rave neavhareji yepamusoro pemadhora $4,000/oz mugore rose. Gore negore izvi zvinowedzera ne56 % kubva mugore ra2024-2025 remadhora angangoita $2,600-$3,300/oz. JP Morgan Global Research inofungidzira kuti goridhe rinosvika $6,000/oz pakupera kwegore ra2026 nemadhora $6,300/oz anogoneka muna 2027.

Nekuti goridhe rinoita 70% yemari ye ENIG (Electroless Nickel Immersion Gold) process cost , mhedzisiro yemutengo we bare-board ndeyakananga:

• Mari yebhodhi risina chinhu yakapedzwa neENIG yakwira 5-30% zvichienderana nenzvimbo yegoridhe yepanel, ine mapaneru egoridhe rinorema kumucheto wepamusoro.
• Imwezve inenge $40 pa square metre pamapuranga akajairika ane mativi maviri ane goridhe rakawanda, zvichibva pachikamu chegoridhe chekupedzisira.

Vatengesi vemakemikari vanotungamira — Atotech (MKS Inc.) , Rohm and Haas Electronic Materials (Dow) , Uyemura International , uye MacDermid Alpha (Element Solutions) — vese vakagadzirisa mitengo zvichienderana nemusika wezvigadzirwa zvesimbi dzinokosha.

ENEPIG yawana mugove pamusoro peENIG mune mamwe mashandisirwo nekuti palladium barrier layer inobvumira goridhe rakatetepa pamusoro, zvichideredza kuratidzwa kwegoridhe zvishoma ukuwo zvichivandudza kuvimbika kwewaya-bond.

ENIG yakawedzera zvakadii chaizvo muna 2026->

Goridhe pachayo yakakwira ne50-60% zvichienzaniswa neyakatanga 2024-2025. Nekuti goridhe riri pa70% yemari yekushandiswa kweENIG, mari yebhodhi risina chinhu yakapedzwa neENIG iri pamusoro ne5-30% zvichienderana nenzvimbo yegoridhe yepanel. Kune mapuranga akajairwa ane mativi maviri ane goridhe rakawanda, chikamu chegoridhe chega chakawedzera mari inosvika $40 pa square mita kupfuura gore ra2024. Kune mapaneru ane goridhe rakawanda (minwe yegoridhe, nzvimbo yakakura yemapad), kukanganiswa kunosvika kumagumo epamusoro enzvimbo iyoyo.

6. Tungsten Carbide Drill Bits uye PCB Tooling

Zvinenge zvese zvePCB zvekushandisa michina yekuboora zvinoshandisa tungsten-carbide micro-drills. Musika wepasi rose wetungsten wasvika padanho rekuchinja kwechimiro nemitengo ichisvika kanenge katanhatu padanho rekutanga rekare . Vaongorori vemaindasitiri vanofanotaura kuti avhareji yemitengo yetungsten carbide ye2026-2030 iri pakati pe $450-$500 pa 10 kg - shanduko yechimiro kubva pamitengo yekare pane kuwedzera kwenguva pfupi.

Vagadziri vakuru vePCB drill:

• Topoint Technology (尖點科技, Taiwan) yakazivisa kuwedzera kwayo kwechipiri kwemitengo muna 2026 mukota yekutanga ya2026 chete, kubva pakushandisa tungsten white drills kusvika kuzvigadzirwa zvepamusoro. Topoint yakasaina chibvumirano chekushandira pamwe neZhen Ding Technology muna Zvita 2025 cheAI server uye IC substrate PCB drilling. Muna Chivabvu 2026, Topoint yakaunganidza mari. NT$600 miriyoni (~US$19.1 miriyoni) kuburikidza nemabhondi anochinjika, zvichiunza vagadziri vakuru vePCB sevanoisa mari mune zvemabhizinesi. 55% yekutengesa mu2026 muzvibhorani zvemhando yepamusoro zvakaputirwa, kushandiswa kwatove pamusoro pe90% asi zvichiri kutadza kugutsa zvinodiwa zvizere.
• 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) yakatanga dhiri idzva redhiri rakaputirwa nedhaimani rakagadzirwa zvakanangana ne Zvigadziko zvegirazi zvemhando yeM9-grade QBhuku reodha rakataurwa kuti rakabhukwa zvizere. Kuwedzera kwesimba rekugadzira madhiri emhando ye micro-drill emamiriyoni zana nemakumi mana kwakasvika pakuburitswa kwakazara munaKurume 2026, nekuwedzera kwekuwedzera kwe 130 miriyoni micro-drills kuri kuitwa, pamwe chete ne 63 miriyoni maturusi ekucheka madiki akareba uye akanyatsogadzirwa.
• DingTai High-Tech (301377.SZ), Wold Diamond Tools (688028.SH), Hengfeng Tools (300488.SZ), Huarui Precision, Xinrui Shares (688257.SH) — kuwedzera kwesimba remagetsi pasi nepakati pemusika.

Kune maPCB eAI server ane 44-layer uye 78-layer ane Q-glass substrates, mari inoshandiswa pakuboorera inomhanya ka5-8 padanho rekare . Q-glass inonyanya kuoma uye inokwesha kupfuura E-glass yakajairwa, ichida ma micro-drill akaputirwa ne nano-diamond anodhura akawanda emazuva ano uye ane hupenyu hupfupi hwekushandisa pakushandisa kwese kwese. Kune aya mabhodhi epamusoro, ma drill consumables chikamu chakakosha chezvinhu pane chinhu chekuseri kwehamvuropu.

Ko mabhora ekuchera ndiwo mutengo wePCB une musoro here muna 2026->

Ehe — kunyanya pamabhodhi epamusoro. Pabhodhi reFR-4 rine 4-8 layer, zvinodyirwa zvekushandisa zvinowanzova 2-4% yemutengo webhodhi risina chinhu. Pabhodhi re22-layer high-Tg, zvinodyirwa zvekushandisa zvinogona kuva 5-8%. PaPCB yeQ-glass AI server ye44-layer, zvinodyirwa zvekushandisa zvinomhanya ne5-8× standard levels, zvichisvika nyore nyore padanho remadijiti maviri emutengo webhodhi risina chinhu. Topoint naZhongwu vese vanotaura nezvemabhuku eodha yakazara uye vakaisa shanduko dzakawanda dzemitengo muna 2026.

7. Inki yeSolder Mask, Photoresist uye Makemikari Anogadzirisa

Zvinhu zve "back-end" zviri nyore kukanganwa nekuti zviri mukati memusoro wemugadziri. Zvese zvakafamba zvine musoro muna 2026.

Inki yemasiki inotengeswa (LPSM, chifukidzo chemasiki chinogadzirwa nemifananidzo yemvura). Maererano nedata reQYResearch, musika wepasi rose weinki yemasiki inotengeswa nevatengi vashoma - Taiyo Ink (太陽インキ製造) , Rongda Photosensitive Materials , Guangxin Materials , uye Resonac pamwe chete zvine 72% yemusika wepasi rose , Taiyo iri mutungamiri akajeka. Inki yemasiki inoshandisa epoxy resins, photoinitiators uye pigments - zvese zvinoshandiswa zvakawana kumanikidzwa kwemitengo muna 2026 - uye Taiyo Ink yave ichiwedzera kugona kwayo kugadzira pasi rose, kusanganisira mamasiki emasiki emasiki emasiki emasiki emasiki epamusoro ePCBs uye maiki emagetsi emagetsi emagetsi ezuva, magetsi uye ekuratidzira.

Chinodzivisa kupfapfaidza nefirimu rakaoma. Chinoshandiswa kugadzira magadzirirwo edunhu panguva yemifananidzo yemukati mechikamu. Maererano nedata reQYResearch, vagadziri vatanhatu vepamusoro vane 67% yemusika wepasi rose wePCB dry-film photoresist : Asahi Kasei (旭化成, neSunFort™ dry-film line inogadzirwa pafekitori guru repasi rose remafirimu akaoma muSuzhou pamwe 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 New Materials uye Hangzhou First Applied Material . Japan ine 55%+ yekugadzirwa kwepasi rose kwemafirimu akaoma ; Asia-Pacific ine 73% yemusika wepasi rose.

Makemikari ekugadzirisa uye kemikari yekuisa mapurasitiki. Kuisa mapurasitiki ePCB, kuchekerera, uye kugadzirira pamusoro zvinoenderana nekuwanikwa nguva dzose kwesulfuric acid yemagetsi, copper sulfate, ferric chloride, ammonium persulfate nedzimwe makemikari akasiyana-siyana. Vatengesi vakuru vekugadzira - MacDermid Alpha (Element Solutions), Atotech (MKS Inc.), Uyemura International, Rohm naHaas Electronic Materials (Dow) - vanogadzira makemikari ekugeza emhando yepamusoro ekuisa mapurasitiki emhangura, nickel isina electro, goridhe/sirivha yekunyudza uye maitiro akafanana. Mitengo yachinja nemitengo yemakemikari ekuisa, uye musika wepasi rose wesulfuric acid wakasimba, zvichikonzera kumanikidzwa kwakakwira pamitengo yemakemikari yemagetsi kusvika muna 2026.

8. Mutengo chaiwo weCCL Grade kubva kuFR-4 kusvika kuM9

Zvese zviri pamusoro apa zvinopinda mumutengo weCCL grade — izvo zvinotengwa nevagadziri vezvinhu. Kukwira kwemutengo welaminate ladder hakuna kurongeka: danho rega rega rinochinja resin chemistry, foil profile uye girazi panguva imwe chete, zvichiwedzera mutengo pane kuwedzera pairi. Maererano neCiti Research analysis, avhareji yemutengo wekutengesa weCCL wakabva paRMB 150-160/sheet pakupera kwa2025 kuenda paRMB 180-190/sheet panosvika pakati pa2026, neavhareji yegore negore ya2026 paRMB 220/sheet (+76% YoY) uye nzvimbo yekupera kwegore paRMB 240/sheet.

Mukati megiredhi rega rega, vagadziri vakuru veCCL vanokwikwidzana pamhando dzakasiyana zvishoma. Kingboard, Shengyi, Iteq, EMC, TUC, Nan Ya, Doosan, Resonac, MGC nePanasonic imwe neimwe ine mhando dzezvigadzirwa pamhando dzakasiyana-siyana. Sarudzo chaiyo yemugadziri inoenderana nezvinodiwa zveDk, Df, Tg, kupisa uye kuvimbika pamwe nekuwanikwa kwezvinhu.

Chii chinodhura zvakanyanya paPCB muna 2026->

Pamabhodhi edhijitari, M9 Q-girazi CCL inoshandiswa mumagadzirirwo eAI server midplane uye inference-rack, paanenge 15-20× standard FR-4. Pamagadzirirwo eRF ne millimeter-wave, ma laminates ePTFE-based specialty low-loss laminate-type pa5-20× FR-4 zvichienderana negiredhi. Pakati pemagadzirirwo epamusoro, hard gold electroplated finger plating ndiyo inodhura zvakanyanya pachikamu chimwe nechimwe, asi giredhi re laminate rinowanzo shandiswa zvakanyanya pamabhodhi edhijitari.

9. Kuwanda Kwakaita Zvinhu Zvakagadzirwa Nesimbi Kusvika Pamutengo weSikweya Meta

Zvese zviri pamusoro apa zvinopinda mumutengo wepa-square-meter unoratidzwa nevatengi vekupedzisira mumutengo. Maererano neindasitiri, data reVictory Giant rakaburitswa neReuters, muna 2026:

• MaPCB akajairwa ane machira akawanda: zvishoma $204 pa square metre.
• Mabhodhi eAI server epamusoro-soro: zvishoma $1,970 pa square metre — inoda kusvika 10× mwero wakajairika.

Musiyano we10× unobva pazvinhu: kuwanda kwezvikamu, CCL grade, copper-foil profile, glass cloth grade, surface finish uye via construction zvakawedzerwa pamwe chete. Kune bhodhi reAI server riri paM7+ CCL rine HVLP4/HVLP5 foil, T-glass cloth, ENIG kana ENEPIG finish uye 22-44 layer construction, chinhu chega chega chinoiswa chiri pa premium tier yechikamu chacho.

Sei kugoverwa kweCCL kuchikosha semutengo muna 2026->

Nekuti mumusika wekutenga zvinhu zvakagoverwa, mutengo usina kugoverwa kwezvinhu zvakasimbiswa ifungidziro. Vagadziri veCCL vanosanganisira Kingboard, Shengyi, MGC, Resonac, EMC, TUC naDoosan vese vakatamira kune zvinhu zvakagoverwa muna 2026, zvichireva kuti mutengi wega wega anowana tani yakatsanangurwa pamwedzi uye mutsetse weodha itsva. Mugadziri wePCB asina CCL yakachengetwa haagone kuvimbisa zuva rekutumira - uye kutaura pamusoro pezvinhu zvisina kuchengetedzeka kune njodzi yekusvetukira kwehurongwa uye kudzokororwa kwepositi kana zvinhu zvichifanira kuwanikwa ipapo ipapo.

10. Mibvunzo Inowanzo bvunzwa Pamusoro Pemutengo wePCB weZvinhu Zvisina Kugadzirwa

Mari yakawanda sei yePCB iri muzvinhu zvisina kugadzirwa muna 2026

Kune maPCB ane layer yakawanda muna 2026, zvinhu zvakagadziriswa zvasvika pa45-60% yemari isina bhodhi , kubva pa30-50% muna 2024, nekuti copper foil, CCL, girazi fiber jira, goridhe uye tungsten carbide zvese zvakakwira zvakanyanya panguva imwe chete. Mabhodhi eAI server paM7+ CCL anogara achisvika kumusoro; mabhodhi eFR-4 akajairwa ari pedyo ne35-45%.

Chii chinonzi CCL uye nei ichinyanya kutonga nyaya yePCB ya2026

CCL (copper-clad laminate) ndiyo core dielectric ine bonded copper foil inoumba peya yega yega yePCB. Maererano neTrendForce, mutengo wayo unopatsanurwa se copper foil 42%, resin 26%, glass fiber cloth 19%. NeMitsui Kizoku +12% paMicroThin foil, MGC +30% pa resin-coated foil, Kingboard mana hikes muna 2026, Iteq +20-40%, uye Nittobo +20-30% paT-glass cloth, ese matatu makuru eCCL inputs akwira panguva imwe chete.

Sei foil yemhangura yakakwira ne12-30% muna 2026

Mutengo wemhangura weLME wakasvika $14,527/tani muna Ndira 2026 - mutengo wakakwira zvikuru. Mitsui Kinzoku yakawedzera MicroThin foil ne12% kubva muna Kubvumbi 2026; Mitsui Gas Chemical yakasimudza resin-coated foil ne30% kubva muna Kubvumbi 1, 2026. Furukawa Electric neJX Nippon Mining dzakagadzirisawo 5-10% kubva muQ4 2025. Mafoil emhando yepamusoro (HVLP, HVLP4, HVLP5) akawedzera zvakanyanya nekuti kugona kwawo kwakaganhurirwa.

Chii chinonzi HVLP copper foil uye yakakodzera mutengo wayo here?

Foiri yemhangura yeHVLP (Hyper Very Low Profile) ine hukasha hwepamusoro huri pasi pe2 μm Rz, zvichienzaniswa ne ~7-8 μm yefoiri yeED yakajairwa. Inodhura 2-3× foiri yakajairwa asi inovandudza kurasikirwa kwekupinza ne5-8% pamusoro pe10 GHz - dzimwe nguva 3 dB pane trace ye10-inch. Inowanzo dikanwa kubva pa25 Gbps+ uye inodiwa pa56 Gbps uye 112 Gbps. Mitsui Kinzoku ine anopfuura 90% yehuwandu hwefoiri yemhando yepamusoro ; Foiri itsva yeMitsui ye3SAP-Ultra HVLP yakatangwa muna Kukadzi 2026 inosvika Rz iri pasi pe0.5 μm.

Chii chinonzi PPE resin uye nei iri nyaya yePCB ya2026

PPE (polyphenylene ether), inonziwo PPO, ndiyo musimboti we resin inoshanda zvakanyanya we laminates dzinorasikirwa pakati nepakati uye dzinorasikirwa zvishoma dzinosanganisira Panasonic Megtron neIsola I-Speed. Kukanganiswa kwekugadzirwa kwePPE huru pane imwe chete yepasi rose muna Kubvumbi 2026 kwakaderedza kuwanikwa kwePPE zvakanyanya, pasina imwe nzira yekugadzira yakafanana. Kudzorerwa kunotarisirwa pamwedzi 6-9.

Sei jira reT-glass fiber riri nyaya yemitengo yegore ra2026

Nekuti Nittobo ine inenge 90% yezvigadzirwa zvemagirazi eT pasi rose , mitengo yakakwira ne20% muna Nyamavhuvhu 2025 uye imwe 20-30% muna Kubvumbi 2026, uye kuwedzera kwesimba rayo (3× panosvika 2028, mari inosvika ~¥50 bhiriyoni yekudyara muna 2026-2027) haina kugadzira zvigadzirwa kusvika pakupera kwa2026. Magirazi eT akakwira kusvika pamadhora angangoita $100/kg neodha dzakasarira mugore rakatevera. Vagadziri vemachira vekuChina vakaburitsa mitengo kane yakatevedzana muna Gumiguru/Zvita 2025 + Ndira/Kukadzi 2026, nekuwedzera kwa2025 pamusoro pe50%.

Chii chinodhura zvakanyanya paPCB muna 2026

Kune mabhodhi edhijitari: M9 Q-girazi CCL inoshandiswa mumadhizaini eAI server midplane, angangoita 15-20× standard FR-4. Kune RF uye millimeter-wave: PTFE-based specialty low-loss laminate-type laminates , 5-20× FR-4. Kune surface finishes pachikamu chimwe nechimwe: hard gold electroplated finger plating; kunyange zvazvo laminate inonyanya kukosha pamabhodhi edhijitari.

ENIG yakawedzera zvakadii chaizvo muna 2026

Ndarama pachayo yakakwira kubva pamadhora angangoita $2,600/oz muna 2024 kusvika pakakwirira pemadhora $5,595/oz muna Ndira 2026 (+56% YeY). Nekuti goridhe riri pamadhora angangoita 70% emari yeENIG process, mari yeENIG bare-board iri kukwira ne5-30% muna 2026. Kune mapaneru ane goridhe rakawanda, chikamu chegoridhe chega chinowedzera mari ingangoita $40 pa square meter kupfuura gore ra2024.

Mari dzePCB dzine zvadzinoreva here?

Ehe — kunyanya pamabhodhi epamusoro. Mitengo yeTungsten carbide yakagara zvakanaka muna 2026 pa50%+ kupfuura 2024, vaongorori vemaindasitiri vachifungidzira kuti $450-$500 paavhareji ye10 kg kusvika 2030. Topoint Technology yakaisa mitengo miviri muQ1 2026 chete nekushandiswa kwayo kuri pamusoro pe90%. Zhongwu High-Tech yakatanga madrill eM9-grade nano-diamond ane mutengo wakawanda pane wemazuva ese. Kune maPCB eQ-glass AI server ane layer 44-layer, mitengo yedrill consumable inoshandisa 5-8× standard levels.

Kutenga zvinhu kunogona sei kuderedza kusagadzikana kwemitengo yezvinhu

Kufamba kunana kunonyanya kukosha muna 2026: (1) kuendesa fungidziro yemavhiki gumi nemaviri kusvika makumi maviri nematanhatu kuitira kuti mugadziri agone kuchengetedza CCL; (2) kukodzera giredhi rechipiri reCCL pamhando yebhodhi; (3) kushandisa ma hybrid stackups anodonhedza zvinhu zvepamusoro pazvikamu zvisiri zvakakosha; (4) tamira kune indexed pricing yakabatana ne transparent copper-foil uye CCL-grade formula. Pamwe chete, izvi zvinoshandura spot-price shocks kuita managed range.