Cov xwm txheej tam sim no, tiam sis, thiab kev cia siab ntawm kev lag luam ntawm hluav taws xob- qib fiberglass daim ntaub kev lag luam yog dab tsi?
Nyob rau niaj hnub no lub sijhawm ntawm kev loj hlob tawg hauv AI suav lub zog thiab qhov yuav tshwm sim ntawm 6G kev sib txuas lus, qhov pom tsis pom kev uas txiav txim siab ceev ntawm lub ntiaj teb digital tau sawv ntawm qhov ua ntej ntawm kev lag luam: hluav taws xob - qibfiberglassdaim ntaub-hailed li "niam ntawm kev lag luam hluav taws xob." Nws tsim cov txheej txheem tseem ceeb ntawm PCBs thiab tooj liab- clad laminates, ncaj qha cuam tshuam cov teeb liab xaim hluav taws xob thiab kho vajtse ruaj khov. Txij li xyoo 2025, kev lag luam tau ntsib kev rov zoo los ntawm nws qhov qis qis, nrog rau siab - cov khoom kawg ntsib cov khoom tsis txaus thiab nce nqi. Kab lus no txheeb xyuas kev lag luam los ntawm peb qhov kev xav: tam sim no cov xwm txheej, tiam sis, thiab kev cia siab yav tom ntej.
I. Kev Lag Luam Status: AI Drives Supply thiab Demand Restructuring, High-End Products See Ib txhij nce hauv ntim thiab nqi
1. Kev lag luam nrawm nrawm
Kev lag luam thoob ntiaj teb cov ntaub ntawv hluav taws xob yog kwv yees li $ 8.6 nphom hauv 2024 thiab tau kwv yees kom ncav cuag $ 18.2 nphom los ntawm 2030, sawv cev rau CAGR ntawm 13.5% txij xyoo 2024 txog 2030. Kev lag luam hauv tsev kuj tseem nthuav dav ib txhij, mus txog ze li ntawm 30 billion yuan hauv 2025}, nrog rau cov khoom lag luam siab 8.6 ntau tshaj 2025%.
2. Tight Supply thiab Demand, Nqis Ntxiv mus
Kev thov rau AI servers thiab siab - hloov pauv ceev tau nce zuj zus, ua rau muaj qhov tsis txaus ntawm cov khoom siv hluav taws xob siab -kawg (qauv 1080/2116/7628). Tus nqi ntawm cov khoom siv hluav taws xob zoo tib yam 7628 tau nce los ntawm 4.15 yuan / meter hauv lub Cuaj Hli 2025 txog 6.5 yuan / meter hauv lub Plaub Hlis 2026, nce ntau dua 56%. Nyias thiab ultra- cov ntaub nyias nyias pom txawm tias loj dua, nrog cov khoom muag suav txhua lub lim tiam.
3. Kev sib tw toj roob hauv pes: Cov thawj coj hauv tsev tau nce siab, Ntiaj teb kev xav tau nce ntxiv
Sab saum toj tsib lub tuam txhab lag luam thoob ntiaj teb tuav 68.5% kev ua lag luam. Tuam Tshoj Jushi (lub ntiaj teb muaj peev xwm loj tshaj plaws, 1.2 billion metres / xyoo, 28% kev lag luam sib koom), Honghe Technology (ua cov chaw tsim khoom ultra-thin fabric), thiab Sinoma Science & Technology (tshwj xeeb hauv cov ntaub ntawv hluav taws xob) yog cov kev hloov pauv hauv tsev. Nyob rau lub Peb Hlis 2026, Jushi's Huai'an thoob ntiaj teb loj tshaj plaws hluav taws xob cov ntaub ntawv ntau lawm kab (390 lab meters / xyoo) yuav ua haujlwm, ntxiv dag zog rau nws txoj haujlwm.
II. Kev Lag Luam Kev Lag Luam: Peb Lub Ntsiab Tseem Ceeb - Siab-End, Ultra-Thin, thiab Green Development
1. Cov qauv khoom: Leap mus rau qis-Dk/Low-CTE/Q Ntaub
- Ultra-Thin: 9μm / 4μm ultra- daim ntaub nyias nyias ua rau lub monopoly, hloov mus rau AI cov khoom thauj khoom.
- Tsawg Dielectric (Low-Dk): Txo cov teeb liab poob, tus qauv zoo nyob rau hauv siab -kev sib txuas lus ceev thiab AI servers.
- Tsawg Expansion (Low-CTE): Adapts mus rau qib siab Chiplet ntim.
- Quartz Q Cloth: Qhov zoo tshaj plaws tov rau ultra-siab zaus; NVIDIA GB300 siv 18-24 meters ib chav.
2. Kev hloov pauv hauv tsev nkag mus rau hnub nyoog Golden
High -kawg cov ntaub ntawv hluav taws xob ntshuam yog kim thiab cov khoom siv tsis ruaj khov. Cov thawj coj hauv tsev tau tawg los ntawm cov thev naus laus zis tseem ceeb thiab tau txais ntawv pov thawj los ntawm NVIDIA thiab TSMC. Qhov "15th Tsib- Xyoo Plan" txhawb kev tsim khoom hauv tsev; 2026-2028 yog lub sijhawm tseem ceeb rau kev hloov pauv.
3. Green thiab Intelligent Manufacturing ua tus qauv
Jushi's Huai'an puag boasts 100% ntsuab hluav taws xob kev pab them nqi thiab txhua xyoo carbon emission txo ntawm 400,000 tons. Kev lag luam tab tom hloov mus rau xoom- carbon, ntse, thiab kev tsim khoom zoo, txhim kho nws txoj kev sib tw.
III. Kev Ua Lag Luam Zoo: Ntev -Lub Sij Hawm Siab Zoo, Peb Lub Cav Loj Loj
1. AI Computing Power Revolution (Core Cav)
High-end AI servers muaj xya lossis yim txheej PCB, siv 5-8 npaug ntau dua cov ntaub ntawv hluav taws xob ntau dua li cov servers zoo tib yam. Kev nqis peev txuas ntxiv hauv kev suav cov infrastructure ua kom muaj kev xav tau kev loj hlob mus ntev.
2. Tshiab Zog thiab Automotive Electronics (Kev loj hlob ruaj khov)
Kev txhim kho hauv hluav taws xob thiab hluav taws xob architecture ntawm lub zog tshiab tsheb ua rau 30% + nce hauv kev siv PCB. Photovoltaics thiab cua zog tsav xav tau siab -modulus electronic fabric.
3. 6G thiab Advanced Packaging (Tom ntej Breakthrough Point)
6G tab tom ua kom muaj kev xav tau ntau dua - zaus thiab siab - cov ntaub ntawv ceev, nrog Tsawg- Dk / Q npuag nce ntau dua 15% txhua xyoo. Advanced ntim (Chiplet/2.5D/3D) yog boosting thov rau ultra-thin/low-expansion fabric.
Kev lag luam hluav taws xob cov ntaub ntawv tau ntsib peb lub resonance ntawm lub voj voog rov qab, kev hloov kho thev naus laus zis, thiab kev hloov pauv hauv tsev, hloov nws los ntawm cov khoom siv ib txwm siv rau hauv kev lag luam tseem ceeb rau AI xam fais fab. Luv-lub sij hawm muab khoom thiab kev thov nruj txhawb tus nqi siab; nyob rau hauv nruab nrab mus rau lub sij hawm ntev, siab - cov khoom kawg thiab kev tsim khoom hauv tsev qhib txoj hauv kev loj hlob. Los ntawm 2026 txog 2030, cov tuam txhab ua lag luam uas muaj txiaj ntsig zoo hauv kev siv thev naus laus zis, muaj peev xwm tsim khoom, thiab tus nqi yuav ua tus thawj coj hauv kev lag luam thiab koom nrog cov txiaj ntsig ntawm kev nthuav dav kev lag luam.
