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我国先进封装材料产业生态的现状、问题与发展路径研究

Research on Current Situation, Problems and Development Path of China's Advanced Packaging Material Industrial Ecosystem

  • 摘要: 先进封装材料是支撑AI等大算力芯片落地的核心底层物理支撑,直接决定芯片封装工艺与性能上限,其产业生态协同性是半导体产业自主可控的关键。我国先进封装材料产业生态整体健康度偏低,高端材料对外依存度高,供应链本土化推进缓慢,本土材料市场导入面临多重瓶颈。产业存在底层技术积累不足、验证周期长及成本高、下游应用壁垒高、行业同质化竞争加剧等问题,导致本土企业盈利能力薄弱,需通过技术协同攻关、搭建公共验证平台、破除采购壁垒、规范行业秩序,完善产业生态,加速本土材料市场导入与规模化应用,夯实半导体产业自主可控的材料根基。

     

    Abstract: Advanced packaging materials are the core underlying physical foundation underpinning the deployment of AI and other high-computing-power chips, and directly define the upper limits of chip packaging processes and performance. The synergy of their industrial ecosystem holds the key to building an independent and controllable semiconductor industry. China's advanced packaging materials industrial ecosystem is generally underdeveloped: the country relies heavily on foreign supply for high-end materials, the localization of the supply chain progresses slowly, and the market adoption of domestic materials faces multiple bottlenecks. The sector is beset by problems including insufficient underlying technology accumulation, lengthy and costly verification cycles, high downstream application barriers, and intensifying homogeneous competition, leaving domestic enterprises with weak profitability. It is imperative to pursue collaborative technological breakthroughs, build public verification platforms, break down procurement barriers and standardize industry order, so as to improve the industrial ecosystem, accelerate the market adoption and large-scale application of domestic materials, and consolidate the material foundation for the independent and controllable development of China's semiconductor industry.

     

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