{"id":788111,"date":"2026-05-28T05:19:34","date_gmt":"2026-05-27T21:19:34","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=788111"},"modified":"2026-05-28T05:19:34","modified_gmt":"2026-05-27T21:19:34","slug":"%e4%b8%9c%e6%96%b9%e8%b4%a2%e5%af%8c%e8%b4%a2%e7%bb%8f%e6%97%a9%e9%a4%90-5%e6%9c%8828%e6%97%a5%e5%91%a8%e5%9b%9b","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=788111","title":{"rendered":"\u4e1c\u65b9\u8d22\u5bcc\u8d22\u7ecf\u65e9\u9910 5\u670828\u65e5\u5468\u56db"},"content":{"rendered":"

\"\u4e1c\u65b9\u8d22\u5bcc\u8d22\u7ecf\u65e9\u9910<\/center><\/p>\n

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\u636e\u884c\u4e1a\u7814\u7a76\u673a\u6784SemiAnalysis\u6700\u65b0\u53d1\u5e03\u7684\u7814\u62a5\uff0c\u9884\u8ba1\u52302030\u5e74\uff0c800VDC\u8986\u76d6\u7684\u6570\u636e\u4e2d\u5fc3<\/a><\/span><\/span>\u589e\u91cf\u5bb9\u91cf\u5c06\u8fbe\u7ea639GW\uff0c\u914d\u5957\u7535\u529b<\/span>\u8bbe\u5907\u5e02\u573a\u89c4\u6a21\u5c4a\u65f6\u5c06\u5f62\u6210\u4e24\u5927\u6838\u5fc3\u54c1\u7c7b\uff1a\u7535\u6e90\u4fa7\u67dc\uff08Power Rack\/Sidecar\uff09\u5e02\u573a\u89c4\u6a21\u5cf0\u503c\u7ea6110\u4ebf\u7f8e\u5143\uff082028\u5e74\uff09\uff0c\u56fa\u6001\u53d8\u538b\u5668\uff08SST\uff09\u5e02\u573a\u89c4\u6a21\u7ea6130\u4ebf\u7f8e\u5143\uff082030\u5e74\uff09<\/span><\/strong>\u3002<\/p>\n

PCB<\/a><\/span><\/span><\/strong>\uff1a<\/p>\n

\u636e\u5a92\u4f53<\/a>\u62a5\u9053\uff0c5\u670827\u65e5\uff0c\u5efa\u6ed4\u79ef\u5c42\u677f<\/a><\/span>\uff08HK1888\uff09\u518d\u5ea6\u5411\u5ba2\u6237\u4e0b\u53d1\u6da8\u4ef7\u901a\u77e5<\/span><\/strong>\uff1a\u677f\u6599\u6da8\u4ef710%\uff0cPP\uff08\u534a\u56fa\u5316\u7247\uff09\u6da8\u4ef720%\u3002\u5173\u4e8e\u6da8\u4ef7\u539f\u56e0\uff0c\u5efa\u6ed4\u79ef\u5c42\u677f<\/span>\uff08HK1888\uff09\u5728\u901a\u77e5\u4e2d\u8868\u793a\uff1a\u201c\u7531\u4e8e\u8fd1\u671f\u94dc<\/a><\/span><\/span>\u4ef7\u9ad8\u4f01\uff0c\u73bb\u7483\u5e03\u4ef7\u683c\u6301\u7eed\u4e0a\u6da8\u4e14\u4f9b\u5e94\u65e5\u8d8b\u7d27\u5f20\u3002\u201d\u516c\u53f8\u81ea\u5373\u65e5\u63a5\u5355\u8d77\u6267\u884c\u65b0\u4ef7\u3002<\/p>\n

\u7b97\u7535\u534f\u540c\uff1a<\/strong><\/p>\n

\u636e\u592e\u89c6\u8d22\u7ecf\u62a5\u9053\uff0c\u5168\u56fd\u201c\u4eba\u5de5\u667a\u80fd<\/a><\/span><\/span>+\u80fd\u6e90<\/a>\u201d\u73b0\u573a\u63a8\u8fdb\u4f1a\u8fd1\u65e5\u5728\u5e7f\u4e1c\u6df1\u5733\u4e3e\u884c\uff0c\u56fd\u5bb6\u80fd\u6e90\u5c40\u5bf9\u5916\u53d1\u5e03\u4e8651\u4e2a\u9ad8\u4ef7\u503c\u573a\u666f\uff0c\u63a8\u52a8\u4eba\u5de5\u667a\u80fd<\/a><\/span>\u4e0e\u80fd\u6e90\u53cc\u5411\u878d\u5408\u53d1\u5c55\u3002\u5176\u4e2d\uff0c\u7b97\u7535\u534f\u540c\u4f5c\u4e3a\u6838\u5fc3\u5e94\u7528\u573a\u666f\uff0c\u65b0\u6280\u672f\u65b0\u6a21\u5f0f\u52a0\u901f\u843d\u5730<\/span><\/strong>\u3002<\/p>\n

\u5148\u8fdb\u5c01\u88c5<\/a><\/span><\/span><\/strong>\uff1a<\/p>\n

\u65e5\u6708\u5149\u6295\u63a7\u65d7\u4e0b\u65e5\u6708\u5149\u534a\u5bfc\u4f53<\/a><\/span><\/span>\u8868\u793a\uff0c\u5df2\u7814\u53d1\u51fa\u4e1a\u5185\u9996\u6761310mm\u00d7310mm\u9762\u677f<\/a><\/span><\/span>\u7ea7\u5c01\u88c5\uff08Panel-Level Packaging\uff09\u81ea\u52a8\u5316\u4ea7\u7ebf\u3002\u8be5\u4ea7\u7ebf\u5b9e\u73b0\u4e86\u6676\u5706\u7ea7\u5c01\u88c5\u5230\u9762\u677f<\/span>\u7ea7\u5c01\u88c5\u7684\u65e0\u7f1d\u8854\u63a5\uff0c\u540c\u65f6\u517c\u5bb9FOCoS\uff08\u57fa\u677f\u6247\u51fa\u578b\u5c01\u88c5\uff09\u4e0eFOCoS-Bridge\u4e24\u5927\u5c01\u88c5\u5e73\u53f0\u7684\u8bbe\u8ba1\u89c4\u8303\uff0c\u6709\u52a9\u4e8e\u63d0\u5347\u89c4\u6a21\u6548\u5e94\u3002\u8fd9\u6761\u5168\u65b0\u9762\u677f<\/span>\u7ea7\u5c01\u88c5\u4ea7\u7ebf\uff0c\u9884\u8ba1\u5c06\u4e8e2027\u5e74\u4e0a\u534a\u5e74\u6b63\u5f0f\u6295\u4ea7<\/span><\/strong>\u3002<\/p>\n

\u78b3\u5316\u7845<\/a><\/span><\/span><\/strong>\uff1a<\/p>\n

\u534e\u897f\u8bc1\u5238<\/a><\/span><\/span>\u65e5\u524d\u7814\u62a5\u79f0\uff0c\u968f\u7740AI\u53d1\u5c55\uff0cSiC\u5728AI\u76f8\u5173\u9886\u57df\u7684\u9700\u6c42\u6709\u660e\u663e\u589e\u957f\uff0c\u5e76\u4e14\u672a\u6765\u5b58\u5728\u5927\u91cf\u589e\u957f\u7a7a\u95f4\u3002\u5224\u65ad\u523030\u5e74\u6574\u4f53\u7535\u6e90\u7684SiC\u886c\u5e95\u9700\u6c42\u6709\u671b\u63a5\u8fd1700\u4ebf\u5143<\/span><\/strong>\uff0c\u6709\u671b\u5b9e\u73b0\u8fd18\u500d\u589e\u957f\uff0c\u5176\u4e2d8\u5bf8\u4e0b\u6e38FAB\u7ebf\u7684\u5927\u91cf\u6269\u4ea7\u6709\u671b\u5927\u5e45\u523a\u6fc0\u886c\u5e95\u4e0e\u8bbe\u5907\u9700\u6c42\u3002<\/p>\n

AI\u77ed\u5267<\/strong>\uff1a<\/p>\n

\u8bb0\u80055\u670827\u65e5\u4ece\u5546\u6c64\u83b7\u6089\uff0c\u5728\u4e0a\u6d77\u5e02\u3001\u5f90\u6c47\u533aAI\u5fae\u77ed\u5267\u76f8\u5173\u653f\u7b56\u540c\u9891\u53d1\u5e03\u7684\u80cc\u666f\u4e0b\uff0c\u5546\u6c64Seko\u4ea7\u4e1a\u57fa\u5730\u8fd1\u65e5\u5728\u4e0a\u6d77\u5f90\u6c47\u897f\u5cb8\u6b63\u5f0f\u542f\u52a8\u3002\u57fa\u5730\u4f9d\u6258\u5546\u6c64\u6280\u672f\u4ea7\u4e1a\u751f\u6001\u548c\u56fd\u4ea7\u5316\u80fd\u529b\uff0c\u56f4\u7ed5\u521b\u4f5c\u3001\u57f9\u517b\u3001\u5b75\u5316\u4e0e\u534f\u540c\uff0c\u7740\u529b\u6784\u5efa\u96c6\u4eba\u624d\u3001\u5185\u5bb9\u4e0e\u5546\u4e1a\u8f6c\u5316\u4e8e\u4e00\u4f53\u7684AI\u5fae\u77ed\u5267\u521b\u65b0\u793e\u533a<\/span><\/strong>\uff0c\u76ee\u524d\u5df2\u5438\u5f1520\u4f59\u5bb6OPC\u56e2\u961f\u5165\u9a7b\u3002<\/p>\n

\"\u4e1c\u65b9\u8d22\u5bcc\u8d22\u7ecf\u65e9\u9910<\/a><\/p>\n

\u516c\u53f8\u65b0\u95fb<\/h3>\n

\u6ce1\u6ce1\u739b\u7279<\/a><\/span>\uff1a<\/strong>\u6e2f\u4ea4\u6240<\/a>\u516c\u544a\u663e\u793a\uff0c\u622a\u81f35\u670825\u65e5\uff0c\u6bb5\u6c38\u5e73\u53ca\u5176\u63a7\u5236\u7684H&H International, LLC\u5408\u8ba1\u6301\u6709\u6ce1\u6ce1\u739b\u7279<\/span>7637.16\u4e07\u80a1\uff0c\u6301\u80a1\u6bd4\u4f8b\u5360\u5df2\u53d1\u884c\u7684\u6709\u6295\u7968\u6743\u80a1\u4efd\u767e\u5206\u6bd4\u4e3a5.69%<\/span><\/strong>\u30025\u670827\u65e5\uff0c\u6ce1\u6ce1\u739b\u7279<\/span>\u603b\u5e02\u503c\u4e3a2068\u4ebf\u6e2f\u5143\uff0c\u6bb5\u6c38\u5e73\u53ca\u5176\u4e00\u81f4\u884c\u52a8\u4eba\u7684\u6301\u6709\u7684\u80a1\u4efd\uff0c\u5bf9\u5e94\u5e02\u503c\u4e3a117.77\u4ebf\u6e2f\u5143\u3002<\/strong><\/p>\n

\u957f\u4fe1\u79d1\u6280<\/a><\/span><\/span><\/strong>\uff1a\u516c\u53f8\u5b50\u516c\u53f8\u829c\u6e56\u957f\u4fe1\u667a\u7b97\u79d1\u6280\u6709\u9650\u516c\u53f8\u6839\u636e\u7ecf\u8425\u53d1\u5c55\u9700\u8981\uff0c\u62df\u5411\u591a\u5bb6\u4f9b\u5e94\u5546\u91c7\u8d2d\u670d\u52a1\u5668\uff0c\u5e76\u7b7e\u7f72\u76f8\u5173\u91c7\u8d2d\u5408\u540c\uff0c\u91c7\u8d2d\u5408\u540c\u603b\u91d1\u989d\u9884\u8ba1\u4e0d\u8d85\u8fc730\u4ebf\u5143<\/span><\/strong>\u3002\u957f\u4fe1\u667a\u7b97\u8d2d\u4e70\u670d\u52a1\u5668\u4e3b\u8981\u7528\u4e8e\u4e3a\u5ba2\u6237\u63d0\u4f9b\u7b97\u529b\u670d\u52a1\u3002<\/p>\n

\u5fb7\u798f\u79d1\u6280<\/a><\/span><\/span><\/strong>\uff1a\u516c\u53f8\u62df\u4e0e\u4e5d\u6c5f\u7ecf\u6d4e\u6280\u672f\u5f00\u53d1\u533a\u7ba1\u7406\u59d4\u5458\u4f1a\u7b7e\u8ba2\u300a\u62db\u5546\u9879\u76ee\u5408\u540c\u4e66\u300b\uff0c\u8ba1\u5212\u6295\u8d44\u7ea631\u4ebf\u5143\uff0c\u5efa\u8bbe\u5e74\u4ea75\u4e07\u5428\u9ad8\u7aefAI\u7535\u5b50<\/a><\/span><\/span>\u7535\u8def<\/span><\/strong>\u94dc<\/a><\/span><\/span><\/strong>\u7b94\u9879\u76ee<\/span><\/strong>\uff0c\u5b9e\u65bd\u4e3b\u4f53\u4e3a\u5168\u8d44\u5b50\u516c\u53f8\u4e5d\u6c5f\u7425\u73c0\u65b0\u6750\u6599<\/a><\/span><\/span>\u6709\u9650\u516c\u53f8\u3002\u9879\u76ee\u5206\u4e8c\u671f\u5efa\u8bbe\uff0c\u5404\u5e74\u4ea72.5\u4e07\u5428\u94dc<\/span>\u7b94\u3002<\/p>\n

\u7696\u7ef4\u9ad8\u65b0<\/a><\/span><\/span><\/strong>\uff1a\u516c\u53f8\u5df2\u6210\u529f\u5f00\u53d1\u591a\u6b3e\u7535\u5b50<\/span>\u9676\u74f7MLCC<\/a><\/span><\/span>\u7528PVB\u6811\u8102<\/span><\/strong>\uff0c\u4ea7\u54c1\u7ecf\u4e0b\u6e38\u5ba2\u6237\u6d4b\u8bd5\u8bc4\u4ef7\u5408\u683c\uff0c\u6280\u672f\u6307\u6807\u8fbe\u5230\u56fd\u5916\u7ade\u54c1\u6c34\u5e73\u3002\u6b64\u5916\uff0c\u516c\u53f8\u8fd8\u627f\u62c5\u4e86\u5b89\u5fbd\u7701\u91cd\u70b9\u7814\u53d1\u8ba1\u5212\u9879\u76ee\u201c\u591a\u5c42\u9676\u74f7\u7535\u5bb9\u5668(MLCC<\/span>)\u7528\u805a\u4e59\u70ef\u9187\u7f29\u4e01\u919b(PVB)\u6811\u8102\u7814\u53d1\u201d\uff0c\u76f8\u5173\u6280\u672f\u7814\u53d1\u548c\u4ea7\u4e1a\u5316\u5de5\u4f5c\u6301\u7eed\u63a8\u8fdb\u3002<\/p>\n

\u62fc\u591a\u591a<\/a><\/span><\/span><\/strong>\uff1a2026\u5e74\u7b2c\u4e00\u5b63\u5ea6\u8425\u65361062\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f11%\uff1b\u5f52\u5c5e\u4e8e\u666e\u901a\u80a1\u80a1\u4e1c\u7684\u51c0\u5229\u6da6\u4e3a125\u4ebf\u5143\uff0c\u540c\u6bd4\u4e0b\u964d15%<\/span><\/strong>\u3002<\/p>\n

SpaceX<\/strong>\uff1a\u6052\u751f\u6307\u6570\u516c\u53f8\u53d1\u5e03\u516c\u544a\uff0c\u6052\u751f\u6e2f\u7f8e\u79d1\u6280\u6307\u6570\u7684\u7f16\u7b97\u65b9\u6cd5\u5c06\u6709\u4ee5\u4e0b\u66f4\u65b0\uff1a\u65b0\u589e\u592a\u7a7a\u63a2\u7d22<\/a>\u6280\u672f\u516c\u53f8\uff08SpaceX\uff09\u81f3\u6307\u5b9a\u7f8e\u56fd\u6210\u5206\u80a1\u540d\u5355<\/span><\/strong>\u3002<\/p>\n

\u6709\u7814\u65b0\u6750<\/a><\/span><\/span><\/strong>\uff1a\u516c\u53f8\u63a7\u80a1\u5b50\u516c\u53f8\u6709\u7814\u4ebf\u91d1\u662f\u957f\u6c5f\u5b58\u50a8\u3001\u957f\u946b\u5b58\u50a8\u7684\u9776\u6750\u4f9b\u5e94\u5546<\/span><\/strong>\u3002<\/p>\n

\u5eb7\u9f99\u5316\u6210<\/a><\/span><\/span><\/strong>\uff1a\u516c\u53f8\u8ba1\u5212\u901a\u8fc7\u5168\u8d44\u5b50\u516c\u53f8\u5eb7\u9f99\u5316\u6210<\/span>(\u7ecd\u5174)\u65b0\u836f\u751f\u4ea7\u6709\u9650\u516c\u53f8\uff0c\u5728\u7ecd\u5174\u5e02\u4e0a\u865e\u533a\u676d\u5dde\u6e7e\u4e0a\u865e\u7ecf\u6d4e\u6280\u672f\u5f00\u53d1\u533a\u5185\u5efa\u8bbe\u5e74\u4ea7200\u5428\u533b\u836f<\/a>\u4e2d\u95f4\u4f53\u53caAPI\u9879\u76ee\uff0c\u9879\u76ee\u603b\u6295\u8d4430\u4ebf\u5143<\/span><\/strong>\u3002\u9879\u76ee\u5206\u4e24\u671f\u5efa\u8bbe\uff0c\u4e00\u671f\u9884\u8ba12028\u5e74\u6295\u5165\u4f7f\u7528\uff0c\u4e8c\u671f\u9884\u8ba12030\u5e74\u6295\u5165\u4f7f\u7528\u3002<\/p>\n

\u5feb\u624b<\/strong>\uff1a\u8d22\u62a5\u663e\u793a\uff0c2026\u5e74\u7b2c\u4e00\u5b63\u5ea6\uff0c\u5feb\u624b\u603b\u8425\u4e1a\u6536\u5165\u8fbe\u5230337\u4ebf\u5143\uff1b\u5305\u542b\u7ebf\u4e0a\u8425\u9500\u670d\u52a1\u548c\u4ee5\u7535\u5546\u4e3a\u4e3b\u7684\u5176\u4ed6\u670d\u52a1\u5728\u5185\u7684\u6838\u5fc3\u5546\u4e1a\u6536\u5165\u540c\u6bd4\u589e\u957f10.7%\uff1b\u7ecf\u8c03\u6574\u51c0\u5229\u6da6\u8fbe\u523034\u4ebf\u5143<\/span><\/strong>\u3002<\/p>\n

\u6069\u6377\u80a1\u4efd<\/a><\/span><\/span><\/strong>\uff1a\u516c\u53f8\u4e0b\u5c5e\u5b50\u516c\u53f8\u6c5f\u82cf\u6069\u6377\u62df\u6536\u8d2dSKIET\u6301\u6709\u7684\u6c5f\u82cf\u7231\u601d\u5f00100%\u80a1\u6743<\/span><\/strong>\uff0c\u57fa\u7840\u8d2d\u4e70\u4ef7\u6b3e\u4e3a4\u4ebf\u5143\u3002\u6807\u7684\u516c\u53f8\u4e3b\u8425\u9502<\/a><\/span><\/span>\u79bb\u5b50\u7535\u6c60<\/a><\/span><\/span>\u9694\u819c\u548c\u6d82\u5e03\u8584\u819c\u7684\u7814\u53d1\u3001\u5236\u9020\u3001\u9500\u552e\u53ca\u6280\u672f\u670d\u52a1\u7b49\uff0c\u6807\u7684\u516c\u53f8\u91c7\u7528\u6e7f\u6cd5\u5236\u819c\u5de5\u827a\uff0c\u622a\u81f3\u76ee\u524d\u5171\u67098\u6761\u57fa\u819c\u4ea7\u7ebf\uff0c\u8bbe\u8ba1\u5e74\u4ea7\u80fd\u7ea6\u4e3a9.4\u4ebf\u5e73\u65b9\u7c73\uff0c\u5e76\u914d\u5957\u670910\u6761\u6d82\u8986\u4ea7\u7ebf\u3002<\/p>\n

\u8d35\u5dde\u8305\u53f0<\/a><\/span><\/span><\/strong>\uff1a\u516c\u53f8\u56de\u8d2d<\/a>\u80a1\u4efd\u5b9e\u65bd\u5b8c\u6210\uff0c\u5b9e\u9645\u56de\u8d2d\u80a1\u4efd218.86\u4e07\u80a1\uff0c\u5360\u516c\u53f8\u603b\u80a1\u672c\u76840.17%\uff0c\u4f7f\u7528\u8d44\u91d1\u603b\u989d30\u4ebf\u5143<\/span><\/strong>\uff0c\u56de\u8d2d\u4ef7\u683c\u533a\u95f41252.63\u5143\/\u80a1\u81f31499.74\u5143\/\u80a1\u3002\u6b64\u6b21\u56de\u8d2d\u80a1\u4efd\u5c06\u5168\u90e8\u7528\u4e8e\u6ce8\u9500\u5e76\u51cf\u5c11\u6ce8\u518c\u8d44\u672c\u3002<\/p>\n

<\/a><\/a><\/a>\u70b9\u51fb\u67e5\u770b\u66f4\u591a\u4e0a\u5e02\u516c\u53f8<\/a>\u91cd\u5927\u516c\u544a>><\/strong><\/a><\/p>\n

\u73af\u7403\u5e02\u573a<\/h3>\n

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\u4ea4\u6613\u63d0\u793a<\/h3>\n

\"\u4e1c\u65b9\u8d22\u5bcc\u8d22\u7ecf\u65e9\u9910<\/center><\/p>\n

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