24.7% Kev Loj Hlob, 41% Exports rau Teb Chaws Asmeskas: Dab tsi Tsav Nyab Laj Semiconductor Boom?
Nyab Laj cov khoom lag luam semiconductor tau ua kua muag hauv 2025-tsis muaj kev ntseeg siab txog nws, tam sim no yog lub chaw lag luam zoo tshaj plaws nyob rau sab hnub tuaj Asia. Nyob nruab nrab ntawm 2023 thiab 2025, kev ua lag luam sib xyaw ua ke txhua xyoo kev loj hlob ntawm 24.7%, uas yog ua ntej ntawm qhov nruab nrab hauv cheeb tsam. Dab tsi yog fueling qhov no? Cov cai tswjfwm zoo, kev nqis peev txawv teb chaws tsis tu ncua, thiab cov khoom siv hauv zos uas tau los ua ke sai dua li ntau qhov xav tau.
Txiav nws los ntawm kev lag luam saw, thiab cov ntim khoom thiab kev sim ntu sawv tawm. Nyab Laj lub ntiaj teb sib koom ntawm no tau dhia los ntawm 3.8% hauv 2023 mus rau 6.2% hauv 2025-ntau tus neeg ua si sab saum toj txawm tias tau tsiv 30% ntawm lawv cov ntim thiab kev sim rau lub tebchaws. Qhov no kuj txhawb nqa kev thov rau cov khoom siv backend xws li cov tshuab sib txuas xov hlau, cov khoom siv tuag, cov tshuab wafer dicing, thiab kev tshuaj xyuas tsis siv neeg kho qhov muag (AOI) tshuab. Wafer fabrication tseem yog hnub ntxov, txawm li cas los xij. Cov phiaj xwm rau 12-nti wafer fabs tau tawm hauv av hauv 2025, txhawb nqa los ntawm kev nqis peev thaum ntxov hauv ion implantation systems, CMP cov cuab yeej, thiab cov khoom siv etching, tab sis cov khoom loj tsis xav kom txog thaum 2030.
Geopolitics tau thawb cov saw hlau xa khoom kom hloov nrawm dua, ib yam nkaus. Xyoo 2025, Tebchaws Asmeskas tau coj 41% ntawm Nyab Laj cov khoom xa tawm ib nrab ntawm - nce 9 feem pua ntawm xyoo 2023. Cov tuam txhab Nyij Pooj thiab Kaus Lim Qab Teb tau teeb tsa cov chaw tsim khoom los ntawm kev sib koom tes, thiab cov neeg ua haujlwm R&D hauv zos tau nce ob npaug hauv ob xyoos xwb. Qhov ntawd yog qhov dhia tseem ceeb heev rau ib qho haujlwm tseem pom nws txhais taw.
Tab sis muaj qhov tsis meej meej, tshwj xeeb hauv cov khoom siv thiab cov khoom siv. Localization rau semiconductor cov ntaub ntawv tsuas yog 12% nyob rau hauv 2025, thiab cov tub ntxhais iav zoo li lithography tshuab, EUV / DUV steppers, thiab siab - kub oxidation furnaces tseem yuav tsum tau tag nrho imported. Txoj xov zoo? Cov ntaub ntawv tawm tshiab xws li silicon carbide (SiC) substrates yog tam sim no nyob rau hauv me me - ntsuas kev tsim khoom- txhawb nqa los ntawm PECVD systems, PVD txheej txheej, thiab cov khoom siv thermal ua haujlwm - thiab tuaj yeem yog qhov tseem ceeb ntawm kev sib tw hauv kab hauv kab.
Ob txoj haujlwm yog tsav qhov kev thov: cov neeg siv khoom siv hluav taws xob thiab cov khoom siv hluav taws xob hauv tsheb. Cov tuam txhab lag luam hauv Nyab Laj hauv zos tau ua rau muaj kev xav tau ntawm cov khoom siv hluav taws xob tswj hluav taws xob, ua kom cov kev thov rau wafer xeem tshuab thiab cov chaw soj ntsuam. Rau tsheb-qib chips, muaj peev xwm tua tau 67% xyoo- ntawm- xyoo hauv 2025, feem ntau kom ua tau raws li cov kev xav tau ntawm Japanese automakers 'Southeast Asian mov chains, nce peev hauv kev cia siab rau cov chav kuaj, thermal shock chambers, thiab hlawv- hauv tshuab.
Ntawm txoj cai lij choj, 2024's "Txoj Cai Tshwj Xeeb ntawm Kev Lag Luam Semiconductor" tau pab ntau yam - nws txuas ntxiv kev zam se rau cov nyiaj tau los txog rau xyoo 2030 thiab teeb tsa $ 500 lab nyiaj tshwj xeeb peev nyiaj. Hanoi thiab Ho Chi Minh City tau tsim peb lub teb chaws -theem semiconductor pawg, muab kev pab nyiaj xauj tsev mus txog 50%. Cov kev txhawb siab no tau ua rau Nyab Laj nyiam ntau dua rau cov tub ua lag luam.
Kev txawj ntse, txawm li cas los xij, tseem yog ib qho teeb meem loj. Cov tsev kawm qib siab Nyab Laj kawm tiav nyob ib puag ncig 12,000 microelectronics majors txhua xyoo, tab sis cov kws tsim qauv laus tsim muaj tsawg dua 15% ntawm cov neeg ua haujlwm. Txhawm rau txhim kho qhov tsis sib xws, cov tuam txhab ua lag luam tau coj cov kws tshaj lij txawv teb chaws - cov thawj coj txawv teb chaws tau nce 210% xyoo- ntawm - xyoo xyoo 2025. Nws yog ib qho kev daws teeb meem, tab sis cov txuj ci tsis txaus yuav tsis ploj mus ib hmos.
