PCB News - PCB board industry continues to boom

PCB board industry continues to boom

In the electronics industry, the PCB board is one of the important electronic components in the electronics industry. Since 2018, the PCB circuit board industry has continued to prosper, and the profit growth rate has increased.

On the whole, the PCB sector revenue increased by 20% in the third quarter of 2018.

From the perspective of enterprises, the November revenue of large PCB circuit board manufacturers reached the peak of this year’s single month, an increase of 3.6% from the previous month. Looking forward to the fourth quarter, industry insiders predict that the fourth quarter should be the traditional peak season of the electronics industry. New products of mobile phones and consumer electronics were successively launched on the market for major customers and subsequently achieved good results.

He said that he does not comment on a single customer or product, and emphasizes that he is in the rapidly changing electronics industry. Only when the market is down can he cultivate his own competitiveness to maintain long-term development, and to support the rapid growth of market customers and sprint profits.

In addition, the leading PCB board company announced on the 5th that its November revenue reached 14.915 billion Taiwan dollars, a month-on-month decrease of 0.8% and a year-on-year increase of 0.1%, which is better than the same period last year and hit a record high in the same period of the previous year. It was emphasized that the operating performance in November was in line with expectations, with little difference from October.

Shen Qingfang, Chairman of Zhending, predicted that Zhending had a global market share of 6.1% last year, and there is still room for growth in the future. For example, the revenue of soft boards is relatively high, and the hard board may be less than one 30th of the global market. Giving full play to the space and tightening environmental protection is detrimental to the operation of small factories. The larger Evergrande will be more obvious. Zhending will grasp the diversified growth opportunities brought by 5G and AI technology, and continue to cultivate in the field of intelligent manufacturing to implement PCB manufacturing. Station service.

For the PCB industry, the commercialization of 5G in the future will also usher in an explosive point for PCB boards.

It is estimated that 5G will bring more than 60 billion yuan of incremental opportunities for PCB boards. Industry insiders analyze that the evolution of communication technology brought about by 5G will ultimately be reflected in the replacement and reconstruction of communication facilities, which will inevitably bring growth opportunities to the related electronic components industry.

As the "mother of electronic products", PCB boards will benefit the PCB industry from profound changes in the downstream. 5G construction will undoubtedly become an important driving force for the growth of the PCB industry in the next 2-3 years.

From the perspective of unit consumption, due to the explosion of information and the demand for high transmission rates in the 5G era, the large-scale use of MassiveMIMO has led to an increase in antennas, which will generate greater demand for PCB boards, and the increase in PCB circuit board area will open up more room for growth. .

In addition, due to the high frequency of 5G, the PCB board is forced to become high-frequency. The current mainstream solution for base station antennas is PCB board using hydrocarbon materials. The price is about 3000-6000 yuan/square meter, and the price of ordinary circuit boards is about 1900 yuan/ Square meters, the unit value increased by 1.5-3 times, and the veneer value increased significantly.

In addition, in addition to 5G, consumer electronics, automotive electronics and other fields will also be the main driving forces for the development of China's PCB industry. In recent years, the growth rate of the consumer electronics market has slowed down, but the market share has shifted to Chinese manufacturers, bringing opportunities to upstream circuit board manufacturers. In terms of automobiles, automotive electronics is expected to grow in the future, which will become the PCB growth driver for consumer electronics. ; In terms of IC substrates, the localization of chips will have a large amount of downstream packaging materials supporting demand, providing opportunities for downstream manufacturers.

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