Chipbond Analyst Meeting 21H2 - mops.twse.com.tw

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2021H2

Transcript of Chipbond Analyst Meeting 21H2 - mops.twse.com.tw

2021H2

PACKAGING INDUSTRY

Au

Wire Bonding > 70%

Primary interconnecting method

Bumping

Most ICASE, SPIL, Amkor

Solder BumpsCPU and Graphic Intel and TSMC

Gold BumpLCD Driver IC, RFID

Chipbond, Nepes

GOLD BUMPING

Applications

Display Driver ICRF Front EndSmart CardFinger Print Sensor

Au

Bumping

Testing

Chip on FilmChip on Glass Film

PRODUCTS

GOLD BUMPING

Interconnect between IC and Substrate

Has to be gold for driver IC

PCB

PCB board

CHIP ON FILM

Glass

CHIP ON GLASS

PCB board

Glass

Bumping

Testing

Chip on FilmChip on Glass Film

PRODUCTS

TV Phone NB/PC RF

8” 12” 8” 8”

v v v v

v v

v

v

Bumping

Testing

Chip on Film

Chip on Glass

Film

2018 2019 2020 2021

APPLICATIONS

2019 2020 2021F

220 220 220

US ⬆SEA, EU ⬇

4K → 8K 8K

2019 2020 2021F

160 220 240

TDDI TDDI

2019 2020 2021F

1,350 1,270 1,385

OLED 470 450 500

TDDI 650 750 850

DDI 230 70 35