ABF载板交期收紧，中国厂商加速自建载板供应链
As ABF substrates delivery tightens, Chinese players are building domestic supply chain. Here is full supply chain map w/ major players @ each steps. ...
AI 导读
作者梳理ABF载板供应紧张下中国厂商自建供应链的完整图谱，深南在ABF与BT载板均居领先，计划将产能从7500提升至30k m2/月并预计Q4扭亏。上游ABF类薄膜由华正与宏昌供应，T-Cloth由宏和供应，多数IC载板供应商同时有PCB业务支撑资金。作者认为随着美国需求回落和中国需求转向国内厂商，未来某个时点会出现产能过剩，引用提到三大巨头交期已达48-56周并开始锁产能。