资源描述
1 Table_ First Table_First|Table_ReportType Table_ First|Table _Sum mar y 3C CBN PCD PCBN,5-10 2021 2013 33.8 57.8 2023 73.12 8%PCB Table _Fi rst|Table _Rep ortDa te 2023 11 21 Table_ First|Table _Ratin g()Table _Fi rst|Table _Cha rt Table_ First|Table _Auth or S0210522100001 PYL Table_ First|Table _Con tacte r Table_ First|Table _Relat eRep ort 1 2023.11.16 2 2023.11.11 3 3D 3D 2023.11.08-15%-10%-5%0%5%10%15%2022-112022-122022-122023-012023-022023-032023-032023-042023-052023-052023-062023-072023-072023-082023-092023-092023-102023-11沪深300 机械设备(申万)2|1.1 1.1.1 1.2.4 2.8 3.14 3.1.14 3.2 PCB.15 3.3.17 4.18 1.1 2.2 3.3 4.3 5.4 6.5 7.5 8 2022/.6 9.6 10.7 11.7 12.8 13.8 14.9 15%.10 16.11 17.11 18.11 19.12 20 3C.13 21.14 22.15 23.16 24.16 25.17 WUBYyRrMnOnMsMmPmRoRpO6MdN8OnPpPoMtQjMnMmNiNpNpMbRoPsMxNmOyQvPtPqR 1|1 1.1 1/(g/cm3)/Gpa/Gpa/(KJ/m2)/Gpa/W/m/10-4-1/7.67.8 6365HRC 2.2 4 210 41.8 11.72 200250 7.77.9 6366HRC 2.4 4 210 41.8-300400 W18Cr4V 8.7 6366HRC 33.4 4 180320 210 20.9 11 620 YG6 14.615 89.5HRA 1.45 4.6 30 630340 79.4 4.5 900 YT14 11.212 90.5HRA 1.2 4.2 7 33.5 6.21 900 Al2O3 3.95 91HRA 0.450.55 5 5 350400 19.2 7.9 1200 Al2O3+TiC 4.5 9394HRA 0.550.65 Si2N3 3.26 9193HRA 0.750.85 3.6 4 300 38.2 1.75 1300 3.473.56 10000HV 0.210.49 2 900 146.5 0.91.18 700800 65008000HV 2.8 4.2 560 100108.7 5.46.48 700800 3.45 60008000HV 1.0 1.5 720 41.8 2.53 10001200 5000HV 1.5 1000 2|FJ JRS-F JYF 2 0.5 10000HV 6080 27 800 Ra 0.04 m Ra=0.040.10 m Ra=0.10.4 m Ra 0.4 m CBN CBN FD DLS-F LDP-J-CF CBNY CBN 3|3 CBN CBN CBN CBN 315 13001400 1000 12001300 1000 1/2 1/51/2 1 2 4 4|CBN PCD PCBN PCD PCBN,5 1.2 PCD PCBN LG 64%26%2%4%3%2%54%28%5%5%5%3%53%21%8%8%6%3%0%10%20%30%40%50%60%70%5|6 2021 2013 33.8 57.8 2023 73.12 7-33.837.238.443.853.660.856.75357.873.12010203040506070802013 2014 2015 2016 2017 2018 2019 2020 2021 2023E 6|2022 8 2022/9 PCD/PCBN 3C 126.39 32.78 6.57020406080100120140 7|100 2021 130.65 1.06 9742.75 2.43 10 11 0.00.51.01.52.02.53.002,0004,0006,0008,00010,00012,0002015 2016 2017 2018 2019 2020 2021 01020304050607080902015 2016 2017 2018 2019 2020 2021/8|LG 2 12 LED LCD IC 13 69%8%5%3%2%13%9|-14 2021 2022 154.81%/89.29%10|15%Wind PCB HDI PCB 0.2mm PCB 2023 10 8 IDC sale out 0.4%10-100%-50%0%50%100%150%200%250%300%01020304050607080902018-03-012018-06-012018-09-012018-12-012019-03-012019-06-012019-09-012019-12-012020-03-012020-06-012020-09-012020-12-012021-03-012021-06-012021-09-012021-12-012022-03-012022-06-012022-09-012022-12-012023-03-012023-06-012023-09-01:11|OPPO 3C 2023 10 26 Xiaomi 14 Pro 2023 10 19 OPPO Find N3 MIM 7%3C 2023 7 Magic V2 3D 3D 9 iPhone 15 Pro/Pro Max 18 16 17 Canalys Canalys 12|80%30%-40%70%30%-40%+CNC CNC+CNC+CNC CNC 3D 19 3C 3D 12 20%50%PCD PCBN 13|20 3C CBN()3C 3D 2021 14|3 2023 8+3.1 3C&PCD CVD 21 5 25 25 13 5 25 2021 2022 3C 15|1 22 LCD AMOLED LCD AMOLED 5G PCD PCD PCBN PCD PCBN 3C MCD CMD 3C 2023 PCD 3.2 PCB PCB PCB PCB 16|2021 1 Prismark 2020 PCB 19%1 23 PCB PCB 1)PCB:PCB PCB 2)PCB:PCB 3):T 3C 4)PET/PVC/AR AG 3C Mini LED 24 17|:1)0.05mm;2)3.3 25 18|4 1 2 3 19|“”“”。6 20%6 10%20%6-10%10%6-20%-10%6-20%6 5%6-5%5%6-5%612 A 300 500 1436 MT 20 200120
展开阅读全文