Vim li cas ntau PCB tuam ntxhab nce tus nqi hauv 2021?

Vim li cas ntau PCB tuam ntxhab nce tus nqi hauv 2021?

—— Cov laj thawj rau PCB tus nqi nce.

Txheej txheem cej luam:

Xyoo 2021, kev lag luam thoob ntiaj teb tau raug kev txom nyem tsis tau muaj dua los vim muaj kev cuam tshuam ntawm kev sib kis.Rau tag nrho kev lag luam hluav taws xob, 2020 tsis yog xyoo nyuaj tshaj plaws, thiab 2021 yog qhov pib ntawm lub sijhawm nyuaj tshaj plaws.

Vim yog KEVID-19, cov khoom siv tseem ceeb rau PCB ntau lawm xws li pob tooj liab, tooj liab foils, tooj liab clad laminates, epoxy resins, thiab iav fibers tau nce ntxiv, uas ua rau cov nqi ntawm PCB tsim thiab PCB sib dhos nce.

Thov saib hauv qab daim duab 1: Copper trading price trend

Hauv qab no peb yuav txheeb xyuas vim li cas cov khoom siv PCB tus nqi nce:

1. Tooj thiab tooj liab ntawv ci

Nrog rau qhov tshwm sim ntawm COVID-19 xyoo 2020, ntau lub tebchaws tau kaw lawm.Thaum tib neeg rov qab mus ua haujlwm, qhov kev thov txwv tsis pub pib tshaj qhov muaj peev xwm ntau lawm, ua rau muaj kev nce ntxiv ntawm cov ntawv thov tooj liab rau kev tsim cov PCBs thiab cov roj teeb rau cov khoom siv hluav taws xob mobile, uas ua rau tus nqi nce.Lub sijhawm xa khoom txuas ntxiv kuj ua rau tus nqi nce (Saib Daim duab 1).Nyob rau tib lub sijhawm, vim tias cov tuam txhab tooj liab ntawv xa lawv lub zog los nthuav cov khoom lag luam kom tau txais txiaj ntsig ntau dua lithium roj teeb tooj liab foils, tshwj xeeb tshaj yog rau cov ntawv ci tooj liab tuab (2 OZ / 70 microns lossis ntau dua).Lawv maj mam tig mus rau lub tsheb fais fab lithium roj teeb ntau lawm, qhov no tau muaj kev cuam tshuam rau kev tsim cov peev txheej ntawm PCB tooj liab ntawv ci, thiab nws ua rau cov nqi hluav taws xob tooj liab rau PCB nce siab (Saib daim duab 2).Tam sim no, tus nqi tooj liab yog 50% siab dua qhov qis tshaj plaws hauv xyoo 2020.

Table 1: Copper foil muaj peev xwm siv (xav tau kev loj hlob) xyoo 2020

Table 2: Tuam Tshoj qhov kev thov rau lithium roj teeb rau lub tsheb fais fab 2020 txog 2030

2. Epoxy cob

Tuam Tshoj qhov kev thov rau epoxy resins rau ntsuab zog daim ntaub ntawv (cua turbine hniav) tseem nce.Nyob rau tib lub sijhawm, qhov cuam tshuam ntawm kev lag luam raug mob hauv cov chaw tsim khoom loj epoxy resin hauv Suav teb thiab Kaus Lim Kauslim tau ua rau PCB tooj liab clad laminate manufacturers tau ntsib cov khoom tsis txaus hauv ob lub hlis dhau los, thiab cov nqi tau nce siab txog li 60%.Qhov kev cuam tshuam feem ntau yog tshwm sim hauv cov nqi nce ntawm tus qauv FR-4 laminates thiab prepregs.Thaum Lub Kaum Ob Hlis 2020, FR-4 laminates thiab prepregs tau nce 15% -20%.

3. iav fiber ntau

Kev loj hlob sai ntawm kev siv thiab kev siv hluav taws xob ntsuab kuj tau thawb tus nqi ntawm cov iav xov paj thiab iav ntaub, tshwj xeeb tshaj yog txwv tsis pub cov khoom hnyav xws li hom 7628 thiab hom 2116. Cov iav fiber ntau manufacturers kuj zoo li ua tau raws li lwm cov kev lag luam xav tau uas nrog qis dua. Cov kev xav tau zoo thiab cov nqi lag luam siab dua li kev lag luam PCB.PCB tooj liab clad laminate tuam ntxhab kwv yees tias qhov sib txawv yuav ua rau muaj qhov tsis txaus ntawm tooj liab clad laminate ntau lawm, tshwj xeeb tshaj yog cov ntaub ntawv nruj.

Cov ntsiab lus

Txij li xyoo 2020, PCB tsim cov khoom siv raw xws li CCL (tooj liab clad laminate), PP (prepreg), thiab cov ntawv ci tooj liab tau luv luv, thiab cov nqi yuav tau nce ntxiv.Dab tsi ntxiv, nws yuav tsum tau kab mus yuav ntawm tus nqi siab, thiab qee cov khoom siv tsis zoo txawm tias nyuaj rau yuav.

Hauv ib nrab xyoo, PCBFuture tau txais tag nrho ntawm 5 tus nqi nce kev ceeb toom los ntawm CCL cov neeg muag khoom.Ntawm lawv, Shengyi nce 63%, tooj liab ntawv nce los ntawm 55%, thiab cov pob tooj liab tau nce los ntawm xyoo tas los qhov qis tshaj ntawm 35300 mus rau hnub no 64320, nce mus txog 83.22%, tin tau nce los ntawm 20,000 yuan / tuj, thiab palladium. dej nce 34.5%…

Rau cov neeg siv hluav taws xob qis qis, cov ntaub ntawv poob siab saum toj no tsis ua rau txhua tus neeg nkag siab.Nyob rau hauv xyoo tas los no, txhawm rau tswj tus nqi ruaj khov, PCBFuture tau ntsib qhov cuam tshuam ntawm tus nqi nce los ntawm cov khoom siv raw khoom ib leeg.Thiab peb cov neeg siv khoom tsis tau hnov ​​​​txog qhov siab ntawm kev yuav cov nqi los ntawmPCB thiab PCBA.

Raws li PCBfuture lub hauv paus ntsiab lus zoo ib yam, thaum cov khoom siv tus nqi ntawmPCB kev tsim khoomnce orturnkey PCB los ua ke Cheebtsamnce, peb yuav ua qhov tseem ceeb rau kev txhim kho kev ua haujlwm ntawm kev ua haujlwm sab hauv, nce tus nqi thawj zaug, txo cov seem thiab txo cov nqi tswj kom ntau li ntau tau kom ua tau raws li qhov kev sib tw ntawm cov nqi nce thiab tswj kev ua haujlwm ntawm lub lag luam.