
Ôڵ綯»¯¡¢ÖÇÄÜ»¯¡¢ÍøÁª»¯¡¢¹²Ïí»¯µÄÆû³µ¡°ÐÂËÄ»¯¡±Íƶ¯Ï£¬£¬£¬£¬£¬£¬Æû³µÖÇÄÜ»¯¹¤ÒµÕýÔÚ·ÉËÙÉú³¤£¬£¬£¬£¬£¬£¬ÖÜÈ«ÓÀ´±¬·¢ÔöÌí¡£¡£¡£¡£¡£¾ÝStrategy AnalyticsÊý¾ÝÏÔʾ£¬£¬£¬£¬£¬£¬2022ÄêÈ«ÇòÖÇÄÜÆû³µÊг¡¹æÄ£µÖ´ï1.2ÍòÒÚÃÀÔª£¬£¬£¬£¬£¬£¬Ô¤¼Æµ½2025Ä꽫ÔöÌíÖÁ1.8ÍòÒÚÃÀÔª¡£¡£¡£¡£¡£ÆäÖУ¬£¬£¬£¬£¬£¬ÖйúÊÇÈ«Çò×î´óµÄÖÇÄÜÆû³µÊг¡£¬£¬£¬£¬£¬£¬Õ¼±ÈÁè¼Ý40%¡£¡£¡£¡£¡£
×÷ΪÖÇÄܼÝÊ»ÊÓ¾õ¼Æ»®µÄ½¹µã´«¸ÐÆ÷Ö®Ò»£¬£¬£¬£¬£¬£¬³µÔØÉãÏñÍ·ÕýÓÀ´¼ÓËÙ·ÅÁ¿¡£¡£¡£¡£¡£Í¬Ê±£¬£¬£¬£¬£¬£¬Öն˳µÆóΪ´òÔì²î±ð»¯¾ºÕù£¬£¬£¬£¬£¬£¬·×·×¼Ó´óÖÇÄÜÉèÖü°Á¢ÒìÉý¼¶¡£¡£¡£¡£¡£WilliamÏ£¶û¹ÙÍøÈë¿Ú×÷Ϊ³µÔØÉãÏñÍ·ÁìÓòTier 1³§ÉÌ£¬£¬£¬£¬£¬£¬Ê¼ÖÕ¾Û½¹ÐÐÒµÇ°ÑØ¡¢Ò»Á¬ÊÖÒÕÁ¢Ò죬£¬£¬£¬£¬£¬ÖÂÁ¦ÓÚ½«¸ß¾«¶ÈCOB·â×°¹¤ÒÕÓ¦ÓÃÖÁ³µÔØÁìÓò¡£¡£¡£¡£¡£
¨‹
ÒÀÍÐÔÚ¹âѧ¹âµçÁìÓòµÄÊÖÒÕÓÅÊÆ£¬£¬£¬£¬£¬£¬WilliamÏ£¶û¹ÙÍøÈë¿ÚÓÚ2019ÄêÆô¶¯³µ¹æ¼¶COB·â×°µÄÑз¢£¬£¬£¬£¬£¬£¬²¢ÓÚ2020ÄêÍê³É1M¡¢2M³µ¹æ¼¶COB·â×°AEC-QÈÏÖ¤£¬£¬£¬£¬£¬£¬2021ÄêʵÏÖ1M¡¢2M ³µ¹æ¼¶COBÄ£×éµÄÁ¿²ú¡£¡£¡£¡£¡£±ðµÄ£¬£¬£¬£¬£¬£¬3M³µ¹æ¼¶COB·â×°ÒÑÓÚ2022Äê12Ô»ñµÃ¿Í»§¶¨µã¡£¡£¡£¡£¡£
½üÆÚ£¬£¬£¬£¬£¬£¬WilliamÏ£¶û¹ÙÍøÈë¿ÚÂÊÏÈÍê³É³µ¹æ¼¶8M COBµÄAEC-QÈÏÖ¤£¬£¬£¬£¬£¬£¬²¢ÒÑ»ñµÃÖ÷Á÷³µ³§¶¨µã£¬£¬£¬£¬£¬£¬³ÉΪҵÄÚÁìÏÈͨ¹ý´ËÏîÈÏÖ¤µÄ³µÔØÉãÏñÍ·Tier 1³§ÉÌ¡£¡£¡£¡£¡£Õâ±ê¼Ç×ÅWilliamÏ£¶û¹ÙÍøÈë¿ÚÒÑÖÜÈ«ÕÆÎÕ¼ÝÊ»Óò¡¢×ù²ÕÓòÉãÏñÍ·¼Æ»®µÄ³µ¹æ¼¶COB·â×°ÊÖÒÕ£¬£¬£¬£¬£¬£¬¿ÉΪ¿Í»§Ìṩ¸ü¸ß¾«¶ÈµÄ³µÔØÉãÏñÍ·¼Æ»®¡£¡£¡£¡£¡£
¡øWilliamÏ£¶û¹ÙÍøÈë¿ÚÁ¿²ú³µ¹æ¼¶COB²úƷչʾ
AEC-QϵÁÐÈÏÖ¤µÄÒâÒå
³µÔØÖÊÁ¿¹ÜÀíϵͳ°üÀ¨¹©Ó¦Á´¡¢Ä£¿£¿£¿£¿£¿£¿é³§¡¢³µ³§¡¢Áã¼þ³§µÈ¶à·½½ÇÉ«£¬£¬£¬£¬£¬£¬Ö»Óи÷·½·Ö¹¤ºÏ×÷£¬£¬£¬£¬£¬£¬²Å»ªÊµÏÖ¡°ÁãʧЧ¡±µÄ×îÖÕÄ¿µÄ¡£¡£¡£¡£¡£ÆäÖУ¬£¬£¬£¬£¬£¬AEC£¨Automotive Electronics Council£©ÊÇÆû³µµç×ÓίԱ»áµÄ¼ò³Æ£¬£¬£¬£¬£¬£¬Ò²ÊÇÒ»Ì×ͨÓõÄÁã¼þ×ÊÖʼ°ÖÊÁ¿ÏµÍ³±ê×¼¡£¡£¡£¡£¡£ËüÒªÇóÆû³µµç×Ó²¿¼þµÄÖÊÁ¿±ØÐèµÖ´ïÒ»¶¨µÄ±ê×¼£¬£¬£¬£¬£¬£¬ÒÔÈ·±£ËüÃÇÄܹ»ÔÚÆû³µÖÐÕý³£ÊÂÇé¡£¡£¡£¡£¡£Ð¾Æ¬°ëµ¼Ìå²úÆ·½øÈë³µÓÃÊг¡£¬£¬£¬£¬£¬£¬¿ÉÒÀ¾ÝAEC-QϵÁбê×¼ÒªÇóµÄ²âÊÔÏîÄ¿Íê³ÉÑéÖ¤²âÊÔ¡£¡£¡£¡£¡£
ʼÓÚÏûºÄµç×ÓÁìÓòµÄCOB·â×°¹¤ÒÕ£¬£¬£¬£¬£¬£¬ÈçÐèÓ¦ÓÃÓÚÆû³µÁìÓò£¬£¬£¬£¬£¬£¬¿É¿¿ÐÔÐèµÖ´ï»òÁè¼ÝCSP/BGA·â×°ÐÔÄÜ£¬£¬£¬£¬£¬£¬²¢Í¨¹ýAEC-QϵÁвâÊÔÈÏÖ¤¡£¡£¡£¡£¡£
´Ë´Î³µ¹æ¼¶8M COB·âװͨ¹ýAEC-QÈÏÖ¤£¬£¬£¬£¬£¬£¬½øÒ»²½Ó¡Ö¤ÁËWilliamÏ£¶û¹ÙÍøÈë¿Ú³µ¹æ¼¶COB·â×°ÊÖÒյĿɿ¿ÐÔ¡¢ÎȹÌÐÔ£¬£¬£¬£¬£¬£¬Ò²Òâζן÷Ö÷»ú³§¿ÉÑ¡ÔñWilliamÏ£¶û¹ÙÍøÈë¿Ú¸ü¸ß¾«¶È¡¢¸ß¿É¿¿ÐÔµÄADASÓòÉãÏñÍ·¼Æ»®¡£¡£¡£¡£¡£
WilliamÏ£¶û¹ÙÍøÈë¿ÚGOS·â×°¹¤ÒÕÓÅÊÆ
³µÔØCISÒ»Ñùƽ³£½ÓÄÉ BGA/CSP/LGAµÈ·â×°·½·¨£¬£¬£¬£¬£¬£¬ÉãÏñÍ·Ä£×é³§ÐèÍ⹺¾§Ô²·â²â³§²ú³öµÄ·âװƬ£¬£¬£¬£¬£¬£¬ÔÙ½ÓÄÉSMTÌùƬ¹¤ÒÕͨ¹ýÎý¸à/ÎýÇòÀο¿Óڵ緰塣¡£¡£¡£¡£
WilliamÏ£¶û¹ÙÍøÈë¿ÚÁìÏȵijµ¹æ¼¶COB·â×°¹¤ÒÕ£¬£¬£¬£¬£¬£¬¼ò³ÆGOS·â×°£¨Glass on sensor£©£¬£¬£¬£¬£¬£¬Ç㸲ÔÓеĹ©Ó¦Ä£Ê½£¬£¬£¬£¬£¬£¬Ö»ÐèоƬºÏ×÷»ï°éÌṩBare DIE£¬£¬£¬£¬£¬£¬¾ÓÉWilliamÏ£¶û¹ÙÍøÈë¿ÚרҵµÄ·â×°£¬£¬£¬£¬£¬£¬¼´¿ÉΪ¿Í»§Ìṩ½»¸¶ÖÜÆÚ¶Ì¡¢¸ß¿É¿¿ÐÔ¡¢¸ß¾«¶È¡¢¸ßÉ¢ÈÈ¡¢Ð¡³ß´çµÄÄ£×鼯»®¡£¡£¡£¡£¡£
±ðµÄ£¬£¬£¬£¬£¬£¬ÔÚ·â×°ÊÖÒÕÁ¢Òì·½Ãæ£¬£¬£¬£¬£¬£¬WilliamÏ£¶û¹ÙÍøÈë¿ÚGOS·â×°Òѹ¥¿Ë¡°½á¹¹Ó¦Á¦ÅäºÏ¡¢Ë®Æû×è¶ôÃÜ·â¡¢¸ßÇ¿¶ÈÄÍÀÏ»¯¡¢Àë×ÓǨá㡱µÈÊÖÒÕÄѵ㣬£¬£¬£¬£¬£¬Íê³ÉÏà¹ØÊÖÒÕרÀû½á¹¹£¬£¬£¬£¬£¬£¬²¢Ò»Á¬ÍØÕ¹¡£¡£¡£¡£¡£
¨‹
?½»¸¶ÖÜÆÚ¶Ì£º½«Ð¾Æ¬·â×°ÖÆ³ÌºÏ²¢µ½Ä£×éÉú²úÖÆ³ÌÖУ¬£¬£¬£¬£¬£¬Ëõ¶ÌоƬ½»¸¶ÖÜÆÚ1-2¸öÔ¡£¡£¡£¡£¡£
?¸ß¿É¿¿ÐÔ£ºÍ¬Ê±Öª×ãÆ÷¼þ·â×°AEC-QÈÏÖ¤ºÍDV/PVÄ£×é¿É¿¿ÐÔÒªÇ󡣡£¡£¡£¡£
?¸ß¾«¶È£º·â×°¾«¶ÈÓÉSMT 100um¼¶Éý¼¶ÖÁCOB 10um¼¶£¬£¬£¬£¬£¬£¬ÏÔÖøÌáÉý±ê¶¨¾«¶È¡£¡£¡£¡£¡£
?¸ßÉ¢ÈÈ£ºÏà±ÈÓÚSMTÉ¢²¼Îýµã½Ó´¥£¬£¬£¬£¬£¬£¬COB¸ü´óµÄоƬճ½ÓÃæÓÐÓÃÌá¸ßÉ¢ÈÈÐÔÄÜ¡£¡£¡£¡£¡£
?С³ß´ç£º½á¹¹ÉÏʵÏÖsensorºÍPCBAÃæ½Ó´¥Ò»Ìå·â×°£¬£¬£¬£¬£¬£¬ÊµÏÖСÐÍ»¯¡£¡£¡£¡£¡£
×èÖ¹ÏÖÔÚ£¬£¬£¬£¬£¬£¬WilliamÏ£¶û¹ÙÍøÈë¿ÚÒѾÀÖ³ÉÍê³ÉµÚÒ»´úµã½ºÊ½GOS·â×°¿ª·¢²¢Í¶ÈëÁ¿²ú£¬£¬£¬£¬£¬£¬²úÆ·Éæ¼°²ÕÄÚ/²ÕÍâµÄ²î±ðÓ¦Ó㬣¬£¬£¬£¬£¬°üÀ¨CMOS/ MEMS/LiDarµÈ¶àÖÖ´«¸ÐÆ÷¡£¡£¡£¡£¡£Í¬Ê±£¬£¬£¬£¬£¬£¬ÎªÖª×ã²î±ð·â×°ÐÎ̬µÄ¿Í»§ÐèÇ󣬣¬£¬£¬£¬£¬WilliamÏ£¶û¹ÙÍøÈë¿ÚÕýÔÚ¾ÙÐеڶþ´úGOS·â×°£¨×¢ËÜʽ£©¿ª·¢¡£¡£¡£¡£¡£×¢ËÜʽ·â×°ÄܸüºÃµÄÅäºÏÒ»Ìåʽ¾µÍ·£¬£¬£¬£¬£¬£¬¾ß±¸ÌáÉýЧÂÊ¡¢½µµÍ±¾Ç®¡¢É¢ÈȸüÓŵÈÌØµã¡£¡£¡£¡£¡£
·µ»Ø¿ËÈÕ£¬£¬£¬£¬£¬£¬2025Äê¶È½Î÷ʡʡ³¤ÖÊÁ¿½±ºÍרÀû½±Ãûµ¥Ðû²¼£¬£¬£¬£¬£¬£¬WilliamÏ£¶û¹ÙÍøÈë¿Ú¼¯ÍÅ×Ó¹«Ë¾½Î÷WilliamÏ£¶û¹ÙÍøÈë¿ÚѧÓÐÏÞ¹«Ë¾¡¢ÄϲýWilliamÏ£¶û¹ÙÍøÈë¿ÚµçÊÖÒÕÓÐÏÞ¹«Ë¾»®·ÖÕ¶»ñ½Î÷ʡרÀû½±¡¢±ê×¼ÏîÄ¿½±£¬£¬£¬£¬£¬£¬Õ¹ÏÖÁ˹«Ë¾×¿Ô½µÄÁ¢ÒìʵÁ¦¡£¡£¡£¡£¡£
×÷ΪδÀ´¹¤ÒµµÄÇ°ÑØÁìÓò£¬£¬£¬£¬£¬£¬ÈËÐλúеÈËÒѳÉΪȫÇò¿Æ¼¼ºÍ¹¤Òµ¾ºÕùµÄÐÂÈüµÀ£¬£¬£¬£¬£¬£¬ÓÐÍû³ÉΪǧÒÚÃÀÔª¼¶±ðµÄÀ¶º£Êг¡¡£¡£¡£¡£¡£¾ÝGGIIÕ¹Íû£¬£¬£¬£¬£¬£¬2030ÄêÈ«ÇòÊг¡¹æÄ£½«Í»ÆÆ200ÒÚÃÀÔª£¬£¬£¬£¬£¬£¬ÖйúÊг¡¹æÄ£½«µÖ´ï50ÒÚÃÀÔª×óÓÒ£»£»£»£»£»£»¸ßÊ¢Õ¹Íû£¬£¬£¬£¬£¬£¬µ½2035ÄêÈ«ÇòÊг¡¹æÄ£ÓÐÍûÍ»ÆÆÇ§ÒÚÃÀÔª¡£¡£¡£¡£¡£ÈËÐλúеÈËÔ̲Ø×ÅÁÉÀ«µÄÉú³¤Ô¶¾°£¬£¬£¬£¬£¬£¬ÎüÒý×ÅÈ«Çò×ÊÔ´¡¢¶¥¼âÈ˲źÍÁì¾üÆóÒµµÄͶÈë½á¹¹¡£¡£¡£¡£¡£