Raws li thoob ntiaj teb xav tau rau cov khoom siv hluav taws xob siab sai-los ntawm cov tsheb hluav taws xob (EVS) rau 5G thiab i-Cov Khoom Siv Hlau tau tawm los ua ib qho tseem ceeb ntawm cov khoom tsim kho ntawm semiconductor. Ib zaug suav hais tias yog lub thev naus laus zis, Hlau Bike tau hloov kho sai sai kom tau raws li cov kev xav tau ntawm cov cuab yeej siab thiab cov txheej txheem miniat drive.
Hauv tsab xov xwm no, peb soj ntsuam cov ncauj ke cov ncauj ke ntawm cov Hlau Tsev Cuab Yeej Siv Khoom Kev Lag Luam, Covering Technology hloov, lag luam Dynamics, Automation, thiab cov caij nyoog los ntawm kev tawm.
1. Kev Lag Luam Kev Lag Luam & Cheeb Tsam Hauv Paus
Tus Hlau Tsev Ua Lag Luam Tau ntsib kev loj hlob muaj zog, tshwj xeeb tshaj yog nyob rau thaj chaw Asia-Pacific, uas cov nyiaj rau ntau tshaj 50% ntawm kev siv thoob ntiaj teb. Cov teb chaws zoo li Suav teb, Taiwan, Sab qab teb Kauslim, thiab Nyij Pooj.
North America thiab Europe tau txais cov kev nqis peev, txhawb nqa los ntawm kev nqis peev ntawm cov kev nqis peev hauv tsev semiconductor thiab cov kev thov nce ntxiv los ntawm kev lag luam thiab aerospace chanitors. Cov kev ua lag luam tag nrho yog npaj kom loj hlob ntawm ib lub CAGT ntawm 7-12% txog 2030.
2. Automotive & evesrors tsav cov cuab yeej thov
Qhov hluav taws xob cov tsheb hluav taws xob thiab Adas (cov tshuab tsav tsheb qib siab) yog ua rau siv ntawm Cov Khoom Siv Hlau Nyob rau hauv lub hwj huam hluav taws xob thiab cov roj teeb tshuab. Kev Siv Cov Khoom Siv Tam Sim No Sawv Cev Ib qho ntawm cov ntu nrawm nrawm rau xaim sib txuas, nrog ib lub CAGT ze 10%.
Raws li EVS yuav tsum muaj kev ntseeg siab dua thiab kev ua tau zoo, kev sib raug zoo cov tshuab ua kom haum rau kev ua kom zoo thiab cov hluav taws xob high hluav taws xob hauv tsheb.
3. Cov Txiaj Ntsig hauv Cov Hom Hlau & Cov Txheej Txheem Ua Haujlwm
Niaj hnub Cov Khoom Siv Hlau Yuav tsum coj ntau yam khoom sib txuas lus thiab cov hau kev. Qhov tseem ceeb tshaj plaws xws li:
- Tooj liab hlau koom Hloov cov kub vim muaj txiaj ntsig zoo thiab ua tau hluav taws xob.
- Dominance ntawm thermosonic sib txuas (~ 55% Qhia tawm), nrog thermocom flocomress thiab Daim Ntawv Cog Lus Siv Ultrasonic Tau txais cov koob npe rau cov ntawv thov siab.
- NQE BOOKING Yog loj hlob nyob rau hauv qhov tseeb, tshwj xeeb tshaj yog rau ntxeev-nti thiab 3D xov tooj pob.
Cov kev nce qib no xav tau yooj yim heev thiab kho cov tshuab ua kom zoo.
4. Meej & Kev Lag Luam 4.0 Kev Sib Tw
Hnub no Cov Khoom Siv Hlau Smarter, nrawm dua, thiab muaj kev sib txuas ntxiv. Kev tshawb pom yog tsav los ntawm:
- AI / ML-enabled tshuab rau kev saib xyuas kev ua kev twv xyuas thiab tawm kom tau zoo.
- Kev sib xyaw nrog cov tuam txhab ntse Hoobkas thiab kev soj ntsuam tiag tiag.
- Cov chaw taws teeb chaw taws teeb thiab huab los tswj.
Qhov no txav mus rau cov ntse raug yog qhov tseem ceeb rau highstive seviconductor los ua ke thiab sim cov tuam txhab sib dhos.
5. Kev sib tw toj roob hauv pes & kev lag luam players
Kev ua Hlau Tsev Khoom Muag Khoom Xws li:
- Asmpt (Asm Pacific Technology)
- Kulicke & seffa
- Shinkawa Ltd liab.
- West Bond Inc.
- Palomar Technologies
Cov tuam txhab no tau nqis peev no tau nqis peev ntawm R & D, tsim cov khoom siv txuas ntxiv uas txhawb nqa cov nkauj tom ntej, siab dua los ntawm hom ntawv.
6. Advanced Ntim & Hybrid Kev Ua Haujlwm
Thaum xaim sib cog lus tseem ceeb tseem ceeb, nws nce zuj zus mus rau hauv Xauv Ntim Cov haujlwm ua haujlwm nrog kev ntxeev-nti thiab thermocommentcolicies technologies.
Hybrid Kev Ua Haujlwm Lub Tshuab-Sib txuas ntau cov tswv yim sib txuas ua ke hauv ib lub platform-tau ua ntau dua. Cov kev txhawb nqa kev txhim kho ntawm 3D ICS, system-hauv-pob (SIP) kev daws teeb meem, thiab kev ua haujlwm siab ntsuas (HPC) khoom siv.
7. Cov kev sib tw hauv cov khoom lag luam sib txuas ua lag luam
Txawm tias muaj kev loj hlob, ntau yam nyuaj rau:
- High peev thiab kev txij nkawm cov nqi ntawm qib siab Hlau tuam tshuab.
- Cov haujlwm txawj tsis txaus ntseeg rau kev ua haujlwm thiab tswj cov cuab yeej nyuaj.
- Cov khoom siv nyoos cov nqi hloov pauv (tshwj xeeb kub thiab tooj liab).
- Muab cov saw hlau tsis paub tab thiab geopolitical kev lag luam nruj kev cuam tshuam sandiconductor cov cuab yeej xa tawm.
Cov neeg muag khoom yog kev ntsuas cov teeb meem no los ntawm cov qauv tsim qauv, kev txhawb nqa hauv ib cheeb tsam, thiab kev qhia cov khoos kas.
8. Sustainability & Cov Ntaub Ntawv Yav Tom Ntej
Eco-nco tau tsim yog cuam tshuam rau tom ntej-gen Cov Khoom Siv HlauCov. Cov tuam txhab tsim khoom lag luam:
- Lub zog-ua tau cov khoom sib haum nrog cov khoom siv thermal tsawg.
- Cov khoom siv muaj peev xwm tuav semiconductors sib xyaw (piv txwv li, sic, gan).
- Kev them nyiaj yug rau cov ntawv thov kev tshaj tawm xws li cov khoom siv hluav taws xob hloov tau zoo thiab photonics.
Raws li muaj kev ruaj khov yuav dhau los ua qhov tseem ceeb thoob plaws cov lag luam tech, cov khoom siv khoom siv tau sib thooj nrog cov hom phiaj yas.
Outlook: Lub neej yav tom ntej ntawm Cov Khoom Siv Hlau
Tus Hlau Tsev Cuab Yeej Siv Khoom Kev Lag Luam Yog poised rau kev nthuav dav kev nthuav dav, nrog txuas ntxiv thev naus laus zis hauv:
- Hybrid Thiab Cov Nruab Pitch-Pitching Systeming
- Kev Rho Tawm Suab thiab Smart Hoobkas
- Txhawb nqa ntau dua
Raws li cov hlau tuam txhab uas tau them nqi thiab txhim khu kev qha ntawm cov txheej txheem thev naus laus zis zoo li EVS, thiab 5g infrastructure.
Kev xav kawg
Txawm hais tias koj yog tus qauv tsim khoom, cov neeg ua lag luam, lossis OEM, khaws cov mem tes ntawm Cov Khoom Siv Hlau Txuas Ntxiv yog qhov tseem ceeb. Nrog iNce kev txawj ntse, thiab ntim cov qauv, kev lag luam yog hloov pauv sai rau kev ua tau zoo, ntsuas, thiab cov nqi ua haujlwm hauv niaj hnub hluav taws xob.
