PCB鏈搶5G iPhone先機 有兩原因
Date: 2019-03-04
News Type:
蘋果要推5G iPhone，為何第一波要先敲定PCB供應鏈？主因5G是全新規格設計，牽涉的電路、散熱問題比過往機種更繁雜，在5G新機設計過程中，PCB與新材料扮演通訊傳輸模組化的關鍵，若無法先拍板PCB供應鏈，後續在材料成本控制、訊號品質穩定等問題都無法有效解決。
PCB有「電子業之母」的稱謂，各大廠投入5G研發過程中，首要之務就是解決PCB技術與供貨。由於技術層次更高，5G手機的PCB結合高階材料以模組出貨後，平均銷售價有機會較4G產品跳增2.5倍，出貨總量也將因為堆疊更精密，較4G倍增，讓PCB與新材料價值水漲船高，為台光電、台郡、臻鼎等台廠帶來龐大的商機。
其次，業界也觀察，5G應用進展從第一代降頻28至39GHz的頻段，到手機端初步需要進一步降至約10GHz，也促使材料也出現新選擇，對品牌大廠而言，是成本管控的更多可能選項。
業界分析，台灣PCB與相關材料業者在爭取5G訂單具有利基，背後關鍵在於與客戶密切團隊合作。如台郡、臻鼎分別因應客戶所需，設立專門的部門來跟進設計與測試，這背後是至少三年以上的耕耘期，投入的成本不小。
另一方面，未來在二代以及三代天線應用上，需要更先進的天線設計，也需要更多新的複合材料支援，這部分台資兩大軟板廠皆已密切配合客戶需求。(新聞來源:經濟日報)
More news
- BYD's Thailand factory has been completed, achieving the production target of its 800th new energy vehicle 2024-07-25
- China to Cancel Tariff Concessions on Over 100 Products Under ECFA 2024-07-10
- MKS-阿托科技 大中華區業務總監 蔡政修博士對於大中華PCB市場的展望問與答 2024-06-06
- Dell Technologies announces AI PC, aims to make it standard by 2025 2024-05-20
- TSMC‘s Major Advancement in Advanced Packaging: Silicon Photonics Packaging to Launch in 2025 2024-05-10
- Kinsus Interconnect Technology contemplates setting up an IC substrate plant in Malaysia 2024-02-15
- Mainland China Rewrites the Global Map for Electric Vehicle 2024-02-01
- The spokesman revealed that the government is accelerating investment promotion in the electronics industry, one of the three industries targeted to upgrade the country. 2024-01-20
- CES Debuts Next Week, Unveiling the First Year of AI PC 2024-01-15
- Apple and Amkor to jointly establish a packaging plant - Serving as a downstream US plant for TSMC 2023-12-10
- Breaking Nvidia's Monopoly? 6 Major Tech Giants Developing In-House AI Chips in Unison 2023-10-20
- IDC: Mobile phones will recover next year 2023-09-10
- "Made in India" mobile phone production has exceeded 2 billion, making it the second-largest mobile phone manufacturing country globally. 2023-08-20
- The Taiwan Carbon Solution Exchange formally established 2023-08-10
- Zero inflation in mainland China in June Clouded by the shadow of deflation 2023-07-17
- Apple’s first MR, Vision Pro -- Mixture of Reality Glasses Debuts 2023-06-12
- Server shipments declined in Q1, and an increase in AI-server orders is expected in the second half of the year 2023-06-02
- Apple plans to head to Thailand for NB production 2023-04-27
- Sales of global semiconductors decline to their lowest level in 14 years. 2023-04-21
- Tripod Technology to acquire an existing Japanese-funded PCB factory in South Vietnam 2023-03-24