PCB industry transfer acceleration, PCB faucet welcomes growth opportunities
date：2019-05-31 17:55:00
PCB industry transfer acceleration, PCB faucet welcomes growth opportunities
The industry is moving eastward, and the mainland is in a unique position. The focus of the PCB industry is shifting to the Asian region, and the production capacity in Asia has further shifted to the mainland, forming a new industrial structure. With the continuous transfer of production capacity, mainland China has become the region with the highest PCB production capacity in the world. According to Prismark's estimates, China's PCB production value will reach 28.972 billion US dollars in 2017, accounting for more than 50% of the global total output value.
Applications such as data centers will increase HDI demand, and FPC will have a broad future. Data centers are moving toward high-speed, high-capacity, cloud computing, and high-performance features, and construction demand is exploding. The demand for servers will also increase the overall demand for HDI. The popularity of mobile electronic products such as smartphones will also drive demand for FPC boards. In the trend of intelligent, light and thin mobile electronic products, FPC's light weight, thin thickness and resistance to bending will benefit its wide application. FPC in smart phone display module, touch module, fingerprint recognition module, side Demand in the key, power button and other sectors is increasing.
The concentration of raw materials prices + environmental protection inspectors has increased, and leading manufacturers have welcomed the opportunity. The rising prices of raw materials such as copper foil, epoxy resin and ink in the industry have pushed the cost pressure to PCB manufacturers. At the same time, the central government vigorously carried out environmental protection inspections, implemented environmental protection policies, cracked down on small-scale manufacturers, and imposed cost pressures. Under the background of rising raw material prices and stricter environmental protection inspectors, the reshuffle of the PCB industry has brought about a concentration increase. Small manufacturers have weak bargaining power on the downstream, and it is difficult to digest upstream price increases. Small and medium-sized PCB companies will withdraw because of the narrowing of profit margins. In this round of PCB industry shuffling, leading companies have technology and capital advantages, and are expected to pass. Expanding production capacity, mergers and acquisitions, product upgrades and other means to achieve scale expansion, with its efficient production process, excellent cost control, directly benefit the industry concentration. The industry is expected to return to rationality and the industry chain will continue to develop healthily.
The new application promotes the growth of the industry, and the 5G era is gradually getting closer. The 5G new communication base station has a large demand for high-frequency circuit boards: compared with the number of million-level base stations in the 4G era, the base station scale in the 5G era is expected to exceed tens of millions of levels. The high-frequency high-speed board required by 5G has a wide technical barrier with respect to traditional products, and the gross profit margin is also higher.
The trend of automotive electronics is driving the rapid growth of automotive PCBs. As the degree of electronic electronics deepens, the demand for automotive PCBs will gradually increase. Compared with traditional cars, new energy vehicles have higher requirements on the degree of electronicization. The cost of electronic devices in traditional high-class cars is about 25%, and in new energy vehicles, it is 45% to 65%. Among them, BMS will become a new growth point for automotive PCBs, and high-frequency PCBs equipped with millimeter-wave radars require a large number of rigid demands.
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