PCB News - The most important thing in the country-the PCB of 5G!

The most important thing in the country-the PCB of 5G!

The primary industry 5G: the most important thing in the country-5G!

1. Introduction: What is PCB?

It seems that you are really interested in the information area last night. Let’s talk about PCBs, or printed circuits, known as the "mother of electronic products."

All electronic equipment or electronic products require printed circuit boards to maintain stable downstream demand.

2. The development level of PCB industry reflects the development speed and technical level of a country or region's electronic information industry to some extent.

According to data from Prismark, the global industry of PCBs has maintained an annual growth rate of 4% in the past ten years.

By 2017, global PCB production was US$588 billion, with an annual growth rate of 8.60%, while China's PCB production was US$2.9 billion, with an annual growth rate of 9.70%, which is higher than the world's.

From the perspective of the regional distribution of PCB production value, the PCB industry is moving in Asia.

China has become the most important actor in the world's PCB field, accounting for more than 50% of the world's PCB production value.

By 2018, the average growth rate of domestic capital remained between 20% and 25%, while the growth rate of production value far exceeded the average level of the sector.

In fact, if we see one link in the PCB industry chain, it is in the middle of the entire industry.

The upstream PCB is composed of various raw materials, including copper plating, copper foil, copper balls, semi-cured foil, gold salt, ink, dry film and other chemicals.

The main raw materials of flexible printed circuit boards include cover film, electromagnetic film and so on. DOWNSSTAM is mainly used in the fields of information technology, communication equipment, industrial control, automotive electronics, public electronics and aviation, including a wide range of fields.

In these countries, communications, information technology, and e-commerce are the three most important application terminals in the printing industry, and their demand ratios are 27%, 27%, and 14% respectively, which directly affects the upstream development of the PCB industry.

2. Request: PCB will be the greatest winner in the 5G era!

(1) During the 5G section, the number and price of base station printed circuit boards have increased.

According to the open data of China's three major telecom operators, China Mobile, China Telecom and China Telecom Union will add 400,000, 380,000 and 340,000 new base stations respectively in 2016, bringing the total to 4,000.

11 million, 89,000 and 740,000 people, a total of about 314 million people. It is estimated that the number of small base stations will be more than 10 times that of the current basic gas station market.

Second, due to the high-frequency and high-frequency characteristics of 5G, the value of communication cards for a single base station will also be greatly improved.

On the one hand, with the increase of frequency bands and 5G frequencies, the number of RF credit components has greatly increased. MIMO is assembled in AOU. The surface of PCBs has increased significantly, the number of layers has increased, and the number of layers has also increased. .

The additional value transferred from the AUA antenna to the printed circuit board and copper plate; on the other hand, with the increase of 5G transmission data, the data processing capacity of the BBU is higher. BBU will use higher surface and higher layer printed circuits. Basic materials require high-speed and high-frequency materials. On a conservative basis, the value of PCBs for a single Macro 5G base station is more than twice that of 4G PCBs.

(2) The demand for mobile phones and lighter 5g tablets has strengthened the market space for FPC technology.

IDC predicts that the first batch of smartphones will be sold in the second quarter of 2019. By 2020, smartphone shipments will account for 7% of the total number of phones shipped in 2020 (approximately US$212 million), and by 2020 it will account for 18%.

According to a study in the industry in 2022, new mobile phones include more than 20 FPC numbers, valued at more than $20, and electronic forms should be further improved and use a large number of FPC products.

At the same time, large national brands such as Warwick, OPO and VIVO have also increased their FPC consumption by 10-12 yuan. By 2016, the global market size of FPC reached 85.2 billion yuan, and the market size of China reached 3.6 billion yuan. By 2021, the Chinese oil company's market is expected to reach 51.6 billion yuan, a growth rate of 10%.

(3) Self-electronics, electrification and knowledge will provide additional market space for PCBs. First, the intelligent electronicization of motor vehicles: The electronicization of automobiles will lead to an increase in the use of PCBs. In 2010, automotive electronics accounted for 30% of the entire list, and it is expected to increase to 50% by 2030.

At present, the use area of PCBs is about 0.0.5 to 0.7 square meters. The size of printed circuit boards for economic vehicles is 0.3 to 0.4 square meters. Assuming that the average price of PCBs is 1,000 yuan per meter, the average price of a bicycle is about 800 yuan.

The use area of printed circuits for luxury goods is about 2.5 to 3 square meters, and the value of bicycles is more than 2,500 yuan.

With the deepening of automotive electronics, the demand area for PCB boards used in automobiles will increase. He will gradually grow up. In addition, advanced intelligent driving technical assistance systems also require a lot of printed circuits.