Vim li cas tus nqi ntawm Fiberglass Electronic Fabric txuas ntxiv nce?
Hauv cov khoom siv hluav taws xob thiab cov ntaub ntawv kev lag luam, cov ntaub ntawv siv hluav taws xob, ua cov txheej txheem tseem ceeb rau tooj liab -clad laminates (CCLs), yog cov khoom siv tseem ceeb tshaj plaws rau kev lag luam PCB. Kev lag luam txoj kev vam meej cuam tshuam ncaj qha rau ntau qhov chaw, suav nrog cov ntaub ntawv tshiab, lub zog tshiab, thiab AI suav kho vajtse. Nkag mus rau xyoo 2026, cov khoom siv hluav taws xob thiab CCL kev lag luam tau tawg tag nrho cov qauv kev voj voog ib txwm muaj, muaj kev muaj zog nce ntxiv nrog cov nqi nce ntxiv thiab cov khoom siv nruj, kev txhim kho kev lag luam hauv qab lub hauv paus ntsiab lus.
Los ntawm cov xwm txheej tam sim no nruj nreem kaw, qhov tsis txaus ntawm cov ntaub ntawv hluav taws xob ntau tshaj li ntawm CCLs, dhau los ua qhov tseem ceeb tshaj plaws hauv lub hwj chim ntawm tag nrho cov kev lag luam saw. Txij li thaum pib xyoo 2026, kev lag luam hluav taws xob hauv tsev tau nkag mus rau cov khoom siv - qhov xav tau tsis txaus, nrog rau cov khoom siv txhua hli - qhov kev thov sib txawv tseem nyob ruaj khov ntawm 8 mus rau 9 lab meters, thiab cov khoom siv nruj tsis pom muaj kev cuam tshuam.
Lub hauv paus ntawm qhov tsis txaus no yog qhov kev loj hlob tawg ntawm kev txiav txim los ntawm AI xam fais fab kev lag luam saw. Ib tug loj npaum li cas ntawm siab -kawg hluav taws xob ntaub tsim muaj peev xwm tau raug squeezed tawm los ntawm siab - kawg AI substrates, ncaj qha disverting mov los ntawm lub lag luam hluav taws xob zoo tib yam ntaub. Nyob rau hauv lub thib ob ib nrab ntawm 2025, 1080 specification nyias ntaub twb nyob rau hauv luv luv, ua rau ib tug saw cov tshuaj tiv thaiv uas ua rau tsis txaus nyob rau hauv tag nrho cov specifications ntawm nyias ntaub nyob rau hauv sab sauv thiab downstream industries, ua rau muaj kev nyuaj siab rau downstream manufacturers kom tau cov khoom.
Lagging muaj peev xwm nthuav dav ntxiv rau cov khoom siv -xav tau qhov tsis txaus. Cov tuam txhab ua lag luam feem ntau pom qeeb dua - ntau dua - qhov kev cia siab tshiab muaj peev xwm nthuav tawm: Tuam Tshoj Jushi's 50,000-tuj kiln, npaj rau kev ua haujlwm hauv Lub Xya Hli 2026, tau cuam tshuam los ntawm cov xwm txheej, thiab tsuas yog tso tawm ib qho -feem peb ntawm nws lub peev xwm hauv lub Cuaj Hli thiab Lub Kaum Hli, ua rau muaj kev loj hlob luv luv; Jiantao txoj haujlwm 70,000-tuj hauv Shaoguan, thawj zaug tau npaj rau kev xa mus los ntawm qhov kawg ntawm 2026, tej zaum yuav muaj peev xwm tso tawm tag nrho ncua mus txog 2027 vim tias ncua sij hawm tuaj txog ntawm cov tshuab xaws txawv teb chaws, ua rau nws nyuaj rau kev ua lag luam sib txawv hauv lub xyoo.
Kev hloov pauv loj ntawm cov qauv xav tau kuj tau muab kev txhawb nqa zoo rau kev lag luam txoj kev vam meej. Tam sim no, downstream thov rau tooj liab clad laminates tau restructured tag nrho, nrog kev thov los ntawm lub zog tshiab thiab them pawg sectors ntau tshaj 40%, thiab lub zog cia thiab photovoltaic sectors accounting rau ntau tshaj 15%, ua lub core loj hlob engines; thaum qhov kev thov los ntawm cov khoom siv hluav taws xob ib txwm siv thiab cov khoom siv hauv tsev tau poob ntawm 35% mus rau 25%, uas ua rau muaj kev xav tau ruaj khov dua. Lub caij no, qhov kev faib ua feem ntawm AI- cuam tshuam siab- kawg tooj liab clad laminates thiab cov khoom siv hluav taws xob cov ntaub ntawv tau nce mus rau 10%, thiab kev hloov kho mus rau qib siab - cov khoom kawg tau qhib ntev - lub sij hawm loj hlob muaj peev xwm rau kev lag luam.
Cov khoom lag luam tam sim no thiab cov ntaub ntawv xa khoom ncaj qha paub meej txog qhov xwm txheej tsis txaus tam sim no. Copper clad laminate cov khoom lag luam tau poob rau hauv keeb kwm qis, nrog rau tag nrho cov khoom muag ntawm kwv yees li 1 lab nplooj ntawv, tsawg dua 10% ntawm cov khoom lag luam txhua hli, qhia txog qhov tsis txaus ntawm kev nyab xeeb -haven cov khoom muag. Cov tuam txhab lag luam hauv qab cov khoom lag luam cov khoom lag luam tau nthuav dav ntxiv los ntawm 2 lub hlis dhau los mus rau 1.5-2 lub hlis, thiab cov khoom siv raw khoom feem ntau nyob rau theem qis. Lub sijhawm khoom xa tuaj kuj tau ntev ntev, los ntawm thawj 7-10 hnub mus rau 15-25 hnub, nrog rau cov ntawv cog lus ntev thiab ua ntej cov khoom lag luam ua tus qauv hauv kev lag luam.
Cov nqi kuj tau nce tsis tu ncua. Nyob rau lub Peb Hlis thiab Plaub Hlis 2026, tus nqi nce ntxiv rau tooj liab clad laminates nce mus txog 30%, nrog rau cov nqi lag luam ntawm 1.5 hli tuab boards nce mus txog 200-220 yuan ib daim ntawv. Saib ntawm tus nqi qauv ntawm ob-sided boards, tooj liab ntawv nyiaj rau 25%, hluav taws xob ntaub rau 28%, thiab resin rau 29%, qhia txog tus nqi ruaj khov. Tam sim no, tag nrho cov nyiaj tau los ntawm ib daim ntawv ntawm cov ntaub ntawv hluav taws xob tuaj yeem ncav cuag 50-60 yuan, thiab cov nyiaj tau los ntawm cov ntaub ntawv hluav taws xob hauv kev lag luam tseem nyob ntawm 20% -30%. Tus nqi nce logic tau tag nrho xa mus rau cov nyiaj tau los ntawm cov lag luam, txhawb nqa kev cia siab rau kev ua tau zoo.
Qhov mob loj tshaj plaws hauv kev lag luam yog nyob rau hauv lub fwj ntawm cov khoom siv siab - kawg. High-kawg tshuab xaws yog nyob ntawm cov tuam txhab txawv teb chaws, nrog lub ntiaj teb txhua xyoo muaj peev xwm ntawm tsuas yog 2,000 units. Cov tuam txhab lag luam hauv tsev muaj lub siab xav nthuav dav ntau lawm, nrog rau qee qhov kev npaj yuav yuav 1,000 units, tab sis qhov kev xa khoom tiag tiag tsawg dua 30%, thiab ntau qhov kev txiav txim tau raug ncua mus rau 2027. Tag nrho cov khoom xa tuaj rau 2026 yuav tsum tsawg dua 600 units. Cov khoom siv tsis txaus ncaj qha rau hauv kev lag luam luv luv - lub sij hawm tso tawm.
Hais txog cov khoom iteration, tus nqi ntawm cov khoom siv hluav taws xob tshwj xeeb tseem nce ntxiv. Tam sim no, kev lag luam txhua hli muaj peev xwm ntawm cov khoom siv hluav taws xob tshwj xeeb yog 3 lab meters. Chav tsev nqi ntawm thawj- tiam ntaub yog 30-40 yuan/meter; chav tsev tus nqi ntawm ob- tiam ntaub yog 120-150 yuan / meter; thiab chav tsev nqi ntawm high-end ntaub nrog tsawg thermal expansion coefficient nce mus txog 200 yuan / meter. Txawm li cas los xij, kev nce qib ntawm cov khoom siv ceev ceev hauv Suav teb tseem yog 4-5 xyoo tom qab ntawm cov tuam txhab thoob ntiaj teb sab saum toj, qhia qhov chaw loj rau kev hloov pauv hauv tsev.
Nws yog ib qho tsim nyog sau cia tias tus nqi nce ntxiv tau ua rau muaj kev tawm tsam los ntawm kev lag luam hauv qab. Tom qab ntau qhov kev nce nqi nce nqi txij li lub Peb Hlis 2026, qee lub chaw tsim khoom hauv qab tau pib tsis kam xaj thiab txais tos-thiab- saib mus kom ze. Hais txog cov qauv kev lag luam, cov tuam txhab Taiwanese thiab Nyij Pooj tau tswj hwm lawv cov nqi siab - kawg los ntawm kev siv cov cuab yeej thev naus laus zis, thaum cov tuam txhab koom ua ke nrog cov khoom lag luam ruaj khov muaj kev sib tw ntau dua hauv qhov kev sib tw ntawm tus nqi nce.
Saib tom ntej, lub logic tom qab kev lag luam tus nqi nce tseem muaj kev txhawb nqa. Kev lag luam sab hauv kwv yees tias kev lag luam yuav pom lwm qhov kev nce nqi nce mus txog 10% nyob rau lub Tsib Hlis 2026, nrog rau tag nrho cov kev nce siab yuav txuas ntxiv mus rau xyoo 2027. Lub rau hli ntuj tom ntej, kev lig kev cai rau lub caij qeeb rau kev lag luam, yuav yog ib qho tseem ceeb rau kev txheeb xyuas qhov kev ruaj khov ntawm tus nqi nce thiab qhov kev xav tau ntawm cov resilience. Muab ntau yam ntawm cov khoom siv tsis tu ncua-xav tau qhov sib txawv, ncua kev nthuav dav, thiab hloov kho cov qauv xav tau, qhov siab - voj voog loj hlob ntawm cov ntaub ntawv hluav taws xob thiab tooj liab-clad laminate industries tseem tsis tau dhau, thiab kev loj hlob ntawm cov tuam txhab hauv kev lag luam saw yog qhov tseeb heev.
