PCB News - Continental PCB factory actively covers IC card and card HDI PCB

Continental PCB factory actively covers IC card and card HDI:

China PCB industry in copper foil continuously upstream and copper foil substrate (CCL) to the downstream PCB build the entire supply chain, due to the plant from mainland mark near the support, China's technological capacity of the PCB supply chain promote quickly, equipment suppliers, according to a recent mainland charging PCB manufacturer IC increasingly active and higher high-density card order ( HDI), not only a part of the test factory passed the mainland IC load Council in the field of higher order Netcom also seen on the plant, although current notebook (computer) consumer electronics card is always the factory around the world, but China PCB industry has accelerated across the foot of products with high added value, fear will bring great threat p our Taiwan factory factory.Mainland brand such as Lenovo, ZTE, HuaWei, TCL force continues to grow, and combined with the support of the continental policy, actively establish its own PCB supply chain of traditional map, rolled on upstream of the copper foil and the copper foil substrates (CCL) and a flexible substrate of copper foil (FCCL) raw materials, such as, in spite of all PCB industry supply exceeds demand, but 'supply chain relaxation action in mainland PCBs remained unresolved.

Status Quo of China's HDI Board Market: The demand is huge, and the effective supply is far from insufficient

The PCB industry generally uses area to consider the market demand or production capacity of HDI. HDI boards have a huge market demand in China, the global electronics manufacturing center. As mentioned above, the main application areas of HDI boards are mobile phones, notebook computers, IC carrier boards and other digital products. In China, since only a few manufacturers of HDI currently produce carrier boards, the main uses of HDI in China are mobile phones, notebook computers and other digital products, with the proportions of 90%, 5%, and 5%. According to CCID Consulting’s "China Mobile Communication Terminal Industry Research Report for the First Half of 2007", the output of China’s mobile phones will exceed 560 million in 2007, and 90% of current mobile phones have adopted HDI boards. With 180 mobile phones, it can be calculated that the market demand for HDI boards for mobile phones in China is 2.8 million square meters. Considering that the demand for notebook computers and other digital products account for another 10%, the demand for HDI in China will exceed 3 million square meters. On the supply side, from the perspective of the production capacity of China's major HDI manufacturers, although some manufacturers have made investments to expand production, overall, the domestic HDI capacity growth still cannot meet the rapidly growing demand. Companies that can really supply in batches in the domestic market include Chaoyi Technology, Huatong Computer, United Energy Technology, AT&S, Ibiden, Shanghai Meiwei, Shantou Ultrasound, Huafeng Microline, Meiko Electronics, Jingpeng (Suzhou) Electronics According to relevant statistics, the current HDI production capacity in mainland China is about 3.5 million square meters. In this way, the total domestic HDI production capacity is already greater than the aforementioned total demand for HDI boards in China by 3 million square meters. Does this mean that the domestic HDI board market is oversupply? In fact, on the contrary, the domestic HDI board demand is far from being effectively met.

A prominent feature of Chinese HDI board suppliers is that foreign companies (including Taiwan) have an advantage. Setting up factories in China is an option with lower labor costs and less pressure on environmental protection. It is an extension of its production capacity overseas, and therefore its customer base It also has a strong foreign background color. In fact, the current customers of China's established HDI manufacturing companies are basically foreign companies, such as Nokia, Motorola, Samsung, and Sony Ericsson, while the demand for HDI from emerging domestic mobile phone manufacturers is mostly left to local HDI manufacturers. . As mentioned earlier, the largest application of HDI boards is mobile phones, and the operating conditions of domestic mobile phones will determine the orders of these local HDI manufacturers.