Seoul/Beijing - Lub Ib Hlis 13, 2026
Kaus Lim Kauslim cov neeg tsim khoom Samsung Display thiab LG Display tau saib xyuas kev dhia mus rau hauv semiconductor iav substrate lag luam, raws li kev lag luam cov chaw hais lus rau cov xov xwm hauv zos. Lawv txaus siab tshwj xeeb rau "iav interposer" sab ntawm tej yam, uas muaj ntau yam zoo sib xws rau cov txheej txheem uas lawv twb siv los ua OLED panels.
Lub hauv paus yog vim li cas? Kev lag luam zaub yog zoo nkauj npaum li maxed tawm. Cov xov tooj, TVs, txawm tias lub tsheb thiab cov khoom siv tsis tau loj hlob sai txaus lawm, thiab kev sib tw ua phem heev. Yog li cov tuam txhab no tab tom mus yos hav zoov rau qhov loj tom ntej, thiab iav substrates rau chips zoo li kev cog lus tshiab kev sib ntaus sib tua.
Lub iav substrate yog dab tsi? Hauv cov ntsiab lus yooj yim, nws yog tom ntej - cov khoom ntim khoom rau cov khoom siv hluav taws xob. Es tsis txhob siv cov organic (yas -zoo li) cov ntaub ntawv nyob rau hauv lub hauv paus ntawm siab - kawg nti pob, koj siv iav. Nws tuav cov cua sov zoo dua, tsis muaj kev sib tw ntau, thiab yog qhov zoo tagnrho rau lub zog AI chips thiab nco txhua tus neeg sib tw los tsim.
Samsung thiab LG tsis pib los ntawm kos. Lawv tau ua haujlwm nrog iav rau ntau xyoo ntawm cov ntxaij vab tshaus xov tooj, yog li lawv paub yuav ua li cas tuav super- iav nyias (hu ua UTG) thiab ua kom nws muaj zog thiab txhim khu kev qha. Qhov kev paub ntawd tuaj yeem ua rau lawv muaj txiaj ntsig tiag tiag.
Hauv Samsung Display, tib neeg hais tias lub tuam txhab twb zoo siab nrog cov thev naus laus zis vim tias lawv tau cuam tshuam nrog iav mus ib txhis. Tam sim no lawv tab tom khiav kev sim kom pom tias lub lag luam puas tau txais nyiaj. LG Display tau nyob ntsiag to ua kev tshawb fawb iav substrate rau xyoo dhau los.
Qhov kev thawb no kuj qhia txog lwm qhov ntawm Samsung thiab LG pawg ua dab tsi. Samsung Electro-Mechanics twb muaj ib tug pilot ntau lawm kab khiav ntawm nws lub Hoobkas Sejong, ua qauv iav core substrates. LG Innotek tau tshaj tawm xyoo tas los tias nws tau nkag mus rau hauv qhov kev ua si, teeb tsa nws tus kheej cov kab xeem hauv Kaus Lim Kauslim, thiab tab tom ua haujlwm nrog cov neeg koom tes txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhuam nws
Tab sis ntawm no yog lub ntsiab lus siab: Tuam Tshoj BOE twb ua ntej lawm. Xyoo tas los BOE tau pib yuav tag nrho cov cuab yeej tseem ceeb -cov tshuab kuaj xyuas tsis siv neeg, cov cuab yeej laser, cov tshuab tooj liab plating- thiab tau txais 8-inch pilot kab khiav lig xyoo tas los. Lawv tab tom npaj yuav pib tsim khoom loj hauv xyoo no thiab npaj kom muaj cov khoom ua tau zoo tshaj plaws hauv xyoo 2027. BOE tau pib siv nws cov chaw tsim khoom uas twb muaj lawm thiab paub yuav ua li cas maj mus rau hauv cheeb tsam semiconductor, thiab nws ua haujlwm.
Cov tuam txhab Kauslim tsis tuaj yeem zaum rov qab. Yog tias BOE xauv rau hauv cov neeg siv khoom loj (tshwj xeeb tshaj yog AI chip giants), nws tuaj yeem yog qhov mob hnyav dua ntawm qhov tshwm sim hauv khw muag khoom xyoo dhau los.
Hais tias, tsis yog txhua tus xav tias nws yuav yooj yim. Cov tuam txhab tso saib ua tau zoo ntawm kev ua cov ntawv loj ntawm iav rau saum npoo, tab sis qee qhov ntawm cov kauj ruam yooj yim tshaj plaws -xws li drilling qhov me me los ntawm cov iav (hu ua TGV) lossis plating hlau hauv lawv- yog cov thev naus laus zis sib txawv uas feem ntau yog cov kws tshaj lij laser lossis etching tshwj xeeb. Yog li txawm tias Samsung thiab LG dhia hauv, lawv tej zaum yuav tau koom nrog lwm lub tuam txhab es tsis txhob sim ua txhua yam lawv tus kheej.
Ib tus neeg sab hauv kev lag luam tau hais tsis meej: "Lawv cov kev txawj ntse yog qhov ruaj khov, thiab lawv muaj txhua qhov laj thawj los ua qhov no tiag. Tab sis nyob rau hauv tag nrho cov saw hlau, lawv lub luag haujlwm tseem tsis tau meej meej 100%.
Cov kab hauv qab: qhov ntev - khiav kev sib ntaus sib tua ntawm Suav thiab Kauslim cov neeg tsim khoom tam sim no tau nchuav rau hauv iav substrates. Leej twg tau txais cov khoom lag luam nce qib ua ntej thiab yeej cov neeg siv khoom loj semiconductor tuaj yeem xaus rau qhov tseem ceeb ntawm tshooj tom ntej no hauv electronics. Nws tseem yog hnub ntxov, tab sis kev sib tw yeej nyob rau.
