Editor's Note: Due to the recent growth momentum of the semi-body industry, it seems that it is not as good as before. According to the data published by Gartner Dataquest (as shown in Figure 1), although the upper half of 2004 was superior to the upstream design industry and the foundry industry. The next step was to drive the growth of the manufacturing market, but unexpectedly, the level of chip inventory in the second half of the year was still high, resulting in a change in the economy, resulting in a general decline in the utilization rate of the packaging capacity to below 80%. In 2004, the global IC manufacturing market reached only US$27.5 billion. Scale, so it is conservatively estimated that the global IC manufacturing market in 2005 will only grow slightly by 9%, reaching a scale of about 29.9 billion US dollars. Although the growth rate of the overall fabric market declined slightly in 2005, the DRAMs that used to be based on the TSOP package, after entering the DDRII generation, increased the frequency and signal processing speed, making the TSOP structure unusable. It must be converted to a Frame BGA or Micro BGA package based on the carrier board. However, the CPU and graphics chips have also been changed to the Flip Chip package process. These products and the conversion of the package process will enable future high-end fabric markets (such as BGA, Flip Chip, SiP, Wafer Level, MCM/MCP and Bare Die). Demands (including TCP/COF) continue to rise, and at the same time, the supportive materials industry will grow substantially. According to the semiconductor packaging materials market in various regions of the world in 2004 (as shown in Figure 2), in the global market of about 11.16 billion US dollars, Japan and Southeast Asia account for the largest demand for packaging materials, respectively, 28.9 And 2.86 billion US dollars, about 26% of the world, followed by Taiwan's about 2.48 billion US dollars in the world, the demand for semiconductor packaging materials in the three major regions of Asia, accounting for nearly 80% of the global market, the demand is considerable. In Southeast Asian countries, the main components of the products are still low-end products, and the demand for high-order materials is small. In recent years, Taiwan is actively loading products from low-end wire structures to carrier boards. In the form of high-end products, the demand for high-order materials is gradually increasing. In Japan, IDM manufacturers have already been transformed into high-end components due to cost considerations. Most of the lower-end products are outsourced. Therefore, the demand for high-order materials is not too much.




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