Microwave Tech - rogers high frequency board / new opportunities for copper clad laminates in the era of G

rogers high frequency board / new opportunities for copper clad laminates in the era of G

PCB board manufacturers: As the 5G transaction is getting closer, there is no doubt that this is a new wind turbine.

According to the forecast of the Security Value Research Center, the pb board and thick copper board in the 5G era are 10 times that of 4g. Copper plates contain different classification methods according to distribution standards, and their structure and structure are basically divided into rigid copper, flexible copper and copper.

In recent years, the PCB industry has transformed into mainland China. According to data, copper production in 2017 was 446 million square meters, accounting for 71.36% of the world's total, and valued at US$8.337 billion, accounting for 66.21% of the world's total output. my country has become the largest copper market and has absolute advantages.

Flexible copper components are more used in 5G system applications, such as Extranet, ai, etc. Due to its very high technical requirements, the current copper sheet field is basically monopolized by overseas companies, such as Rogers/Ningbo, Mitsubishi, Hitachi, Isola, Electrochemical Park, Electric Engineering, Electronics, Tyconi, South Asia, Science Technology, Science and Technology .

Contrary to what happened with PCBs, topp5 manufacturers accounted for 51.39%. This is good. Copper foil upstream of copper foil, glass fiber, resin, downstream of printed circuit board.

Almost all copper foils use copper foil. In recent years, the production of copper foil has increased, while lithium batteries use copper foil. Copper foil is imported and copper plates need to be increased for nearly two years. These factors led to the opening of copper foil in mid-2016.

The glass fiber industry is a monopolistic activity sector. Copper plates are also a monopolist, accounting for 73.5% of the top 10 copper producers. In contrast, the top 10 manufacturers of PCCB accounted for 32.21%.

Therefore, the copper chain upstream of the copper chain, copper foil is monopolized, and the price rises, the price rises, and the copper sheet industry is also a monopoly. The raw material itself is soaring because of the rise in copper prices, and you are not afraid of swimming.

Therefore, the PCB industry is even more bitter in this industry chain, and the upstream price of copper plate is not daring to rise the downstream price. Therefore, it may be satisfied for two years, and the circuit board department is still complaining.

According to the latest ranking of copper factories in 2017, my country has established enterprises in construction, technology, Southeast Asia, Southeast Asia and other places. New technologies, products from Zhejiang Province, Shandong Province, etc., as well as the long-term construction products of the entire copper and copper plant as a whole, are at the end of the list of manufacturers in 2017.

In 2017, the output was 1 billion 150 million U.S. dollars, accounting for 12% of the world's population. In 2016, the top 10 PCB manufacturers are increasing (in millions of dollars).

Annual data for 2017 In 2017, the Top5 factory classification was based on the concentration of rigid copper parts manufacturers, and built some manufacturers, technology, Southeast Asia, South Asia and Southeast Asia. Our copper concentration is very high.

Therefore, compared with the downstream PCB industry, the copper plate industry is more competitive. Copper can usually guide cost pressures downstream and upstream. The copper plate industry is currently building a group, aging technology.

The development logic of the group has evolved from a vertical development and the development of integrated circuits is a horizontal development. The products are the main products above designated size, and the industrial chain develops vertically. There are copper and copper factories in the upstream, fiber factories, and PCB factories in the downstream.

Therefore, the rate of increase in total interest rates is faster than that of integrated circuits. Products are high-quality products and are horizontal development. In addition to the preservation of advanced products, at present, advanced products, a large amount of R-D costs, are used to develop high-quality products.

The table below also shows that science and technology are on the rise. High-speed copper plates The basic products of the copper industry and the copper industry are basically foreign monopolies. There are big differences between our materials, which is why we cannot manufacture a product. High version.

In the future, all objects will need to access the Internet, printed circuit boards, electric cars, and more and more circuit boards. Circuit boards are the mother of electronic products, and demand is definitely high. The large area is growing, but it is limited to copper plates.

5g is a high-speed high-frequency, high-speed copper plate, which is an additional market. Future drones and lidars are also high-frequency and high-speed equipment. A high frequency and an additional market are also needed.

The high-frequency (DF) low-dielectric (DK) substrate and the support loss (DF) at the tip of the high-frequency pyramid are located at the tip of the pyramid of the board. The copper at the top of the pyramid.

The application scenario extends from the former military defense to civilian communications and automobiles, especially in the 5G era, because of the expansion of growth opportunities, including the construction of base stations, automobiles and consumer electronic products, as well as high-frequency basic materials for high-frequency digitalization of consumer electronics and Internet of Things devices, The market size exceeds 100 billion.

On the other hand, high-frequency and high-frequency substrates have high barriers to entry manufacturing, factory certification and upstream supply chain management capabilities in formulating patents and processes.

We are almost four times as many in the past two years, long-term Rogers, occupying more than half of the high-frequency PTFE platform. Integrated circuit packaging substrate Low-voltage power distribution board is the main material of IC board. It is a very important circuit substrate material with excellent performance and a wide range of applications. The integrated circuit charging board is its core material.

Integrated circuits, accounting for more than 40% of the packaging cost, and the amount of materials for IC board manufacturing is as high as 40% to 50% of the quality of resin raw materials. Prismark data shows that IC dashboards generated 7.8 billion US dollars in 2013, accounting for the total amount of PCB 13.2%; It is expected to reach 9.62 billion US dollars in 2018 and 4.9% from 2013 to 2018.

Currently, the global ratio in 2014 is 1.6%. According to semiconductor statistics, 62 semiconductor products are expected to be produced globally from 2017 to 2020, of which 26 are located in mainland China, accounting for 42% of the world's total output.

The semiconductor packaging trend will also benefit from the huge advantages of IC board and raw material suppliers from the domestic.

Currently, BT is still dominated by Japanese manufacturers, and domestic production is imminent. BT has been first studied by Mitsubishi Corporation of Japan and named as bimalylamine (BMI) and Cyanate LV resin. The research began in 1972.