©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) https://www.iyiou.com/researchCopyrightreservedtoEOIntelligence,March2024 01 目录 ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) CONTENTS LOFA 02 ©亿欧智库-刘欢(526) LOFA ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) 03 04 ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) 01LOFA 1.1 1.2LOFA 1.3LOFA1.4 LOFA 02 目录 ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) CONTENTS 03 04 4.0 MESCPS MES CPS 4.0 ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) 18001900 176419131969/ / AI CPS MES/ ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) MESCPS P C ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) - - - - IT OT ERP APS ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) CPS · 5 ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) • • • • • • • • • • • • ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) IT OT LOFA ITOT LOFA ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) SQMSCMERPCRMBI ©亿欧智库-刘欢(526) YMSDFSOfflineSPC VMLAS KMADC ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) APSDCSUAMWIPEQPSPCPMS PRDSCHMONITORRPT Bots MCSFDCAPCEAPLineControl Inline EMS PCC/RCM ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) LOFA LOFA PCC/RCM • AI • Bots • AI Bots iDEP iDEP • BI • /KM SOP LOFA KM AIBots Botsapp Bots AI Workflow IntelligenceBank RPAAIBI+DashBoard ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) LOFA AI LOFAAI LightOffFactoryAssistant AI RPA 12" 6" SMT PCB ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) 14 323 CAG 72 +2.2 66 +3.7 34 +5.7 31 +6.1 26 +3.1 94 +4.1 2025E R% 259 & ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) 64 53 &25 22 22 &73 & ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) 2019 RCM APC MCS&AMHS BC EAP SQMSCMERPCRM BI LOFA ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) FDC YMS VM KM EDA Report ADC RPA 01 ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) LOFA 02 LOFA 2.1 2.2 2.3 IC LOFALOFA LOFA 目录 ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) CONTENTS 03 04 ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ICLOFA IC IC ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) IC 8" FinFET 22nm5nm GAA Fab Fab ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) •12"• 12" 12" 8" •FinFET• •SMT SMT • SMT SMT •SMTSIP ©亿欧智库-刘欢(526) 13 ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) AI5G AI ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) 1,555 FC3DWB QFNWLCSPSiP 530 FC2.5D/3DWBSiP 400 FCFOWB QFNEDSiP MEMS 5G FCFOWBQFN WLCSPSiP 600 FC2.5D/3D FOSiP 1,772 GPU AI AIGC ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) 2022 IC ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) IC Fab fabless Fab 202054.15.7% 2024801/4 80% ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) 2% 8%10% fabless SMT ©亿欧智库-刘欢(526) SMT SMT SMT SMT SMT SMT AOI ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) AI 3nm Exynos 2500 ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) Fab 20235nm 10 FinFET 31.1 ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) 43.0 Fab • • ©亿欧智库-刘欢(526) • GF LateralGAA-FETVerticalGAA-FET HLMC IBM 7 Monolithic Intel GF 6 3D Panasonic HLMC GF Samsun IBM Intel Sg MIC Intel Samsun STM Samsun g SMIC Intel Intel Intel TSMC Sg MIC TSMC Samsung Samsung Samsung UMC TSMC UMC TSMC TSMC TSMC 33 6.2 7.99.5 12.5 16.9 22.8• • ©亿欧智库-刘欢(526) 28nm22nm/20nm16nm/14nm10nm7nm ©亿欧智库-刘欢(526) 5nm/3nm Fab ©亿欧智库-刘欢(526) 2010-2012 2012-2014 2014-2016 2017-2019 2020-2022 2023-2025 数据来源:IBS;SEMI;Trendforce;公开资料;亿欧智库16 ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) Fab • Fab • Fab ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) • Fab / • ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) 17 5G 2024 ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) 440 57.9% 50.3% 4 49.7% 2.1% SiP+ MEMSSiP EmbeddedSiP StackedDie PoP SiP 2.5D&3DIcs(Tri-model) Optical OpticalInterconnect(Inter-chip)SiP++ FC&WLP BGA 2.5D&3DIcs(Uni-model)Proxmity MEMSSiP+ LF 2.5D&3DIcs(Uni-model)MEMSSiP+ WB BumpingleadedSolderCopperPillar TSV Cu-to-CuMicro-solders 1984199520012013201520172020 2018201920202021202220232024E ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) FC EDFO 2.5D3D ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) •• Yole 18 • • ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) • • • • • ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) 19 ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) PCBA PCB PCBA CPCA PCBPCBA PCBPCBA PCB PCB PCB PCBA DIP PCBPCBA PCBA SMT AOI PCBA ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) 20 ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) ©亿欧智库-刘欢(526) PCBA PCBA ©亿欧智