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國產化率仍然處於較低水平

时间：2025-06-17 04:40:45 来源：网络整理编辑：光算穀歌營銷

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國產化率仍然處於較低水平，有望加速國產替代的相關公司。有持續創新能力的環氧塑封料廠商將有望在未來的競爭中脫穎而出。具備前瞻性與完整性的產品布局、目前應用於先進封裝的高端環氧塑封料由外資廠商占據主導地位

國產化率仍然處於較低水平，有望加速國產替代的相關公司。有持續創新能力的環氧塑封料廠商將有望在未來的競爭中脫穎而出。具備前瞻性與完整性的產品布局、目前應用於先進封裝的高端環氧塑封料由外資廠商占據主導地位，先進封裝將成為封裝市場的主要增量，中信證光算谷歌seoong>光算谷歌营销券研報指出，進而推動上遊環氧塑封料行業的持續增長。一方麵，在技術演進和終端需求的驅動下，證券時報網訊，自主可控的國產化替代邏輯是先進封裝材料行業的投資主線，（文章光光算谷歌seo算谷歌营销來源：證券時報網）先進封裝用環氧塑封料技術門檻高，需要根據封裝形式的演進而進行定製化開發，環氧塑封料位於半導體封裝產業鏈核心上遊，另一方麵，建議關注自主研發能力較強，

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