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Under the epidemic, what is the charm of the PCB industry that is rising against the market? As a downstream industry, what kind of demand does it have for industrial robots and smart warehousing? As 2020 high-tech robots nationwide...
Under the epidemic, what is the charm of the PCB industry that is rising against the "market"? As a downstream industry, what kind of demand does it have for industrial robots and smart warehousing? With the conclusion of the 2020 Gaogong Robot National Research Activity-PCB Special Session, the Gaogong Robotics research team has a more intuitive understanding of the industry's 2020 after in-depth visits to eight PCB companies.
High-end development, polarization
In recent years, consumer electronics, industrial control, automotive electronics, medical equipment and other electronic information equipment have continued to develop in the direction of lightness, thinness and intelligence. At the same time, the information transmission rate has accelerated and the number of functional components has increased. Therefore, the requirements for high-end PCB products have continued to increase. In the new stage, PCB continues to develop towards high system integration and high performance.
Coupled with the tide of domestic substitution, domestic high-tech PCBs will develop rapidly in the future. Taking IC substrates as an example, the compound growth rate of domestic IC substrate output value from 2016 to 2021 is expected to be 3.55%, far exceeding the global growth rate of 0.14% In the future, localized import substitution of mid-to-high-end PCBs will be one of the main directions of industry development.
In terms of production efficiency, domestic labor costs continue to rise and competition is becoming increasingly fierce. Improving efficiency and reducing costs have become important issues facing PCB companies. Therefore, automation and intelligent production are becoming the direction of the PCB industry's upgrade.
At the same time, it should be noted that in the current market competition environment, small and medium-sized PCB companies often face greater financial pressures, while the most advanced PCB companies have achieved considerable development through listing and financing. The polarization is getting worse, and the strong are always strong.
In the past five years, after the top-ranked PCB companies in China have obtained sufficient funds through the capital market, they have continuously increased their production scale, innovated product processes, obtained more orders, and further concentrated their market share.
Industry insiders also revealed that with the rapid development of the domestic semiconductor industry, the current major domestic PCB board factories are basically in a situation of exploding orders, and the production capacity schedule has been scheduled for the next quarter, but at the same time, the survival of those small and medium-sized board manufacturers is difficult. Increasing.
5G winds up, soaring
Dapeng rises with the same wind in one day, and soars for 90,000 miles. This wind is 5G. Liu Shifeng said that Shenghong Technology will establish a 5G business unit in June to specifically connect with the 5G industry.
The industry now generally believes that in the next three to five years, 5G communications will surpass today's two major application markets, smart terminals and automotive electronics, and become the ultimate engine driving the growth of the PCB industry.
Compared with the number of base stations in the 4G era, millimeter wave development will push the scale of base stations in the 5G era to exceed 10 million. It is foreseeable that with the gradual arrival of the 5G commercial era, the mass construction and upgrading of communication base stations will create a massive demand for high-frequency and high-speed boards such as PCBs, and PCBs will meet a new round of upgrade and replacement needs.
Comprehensively considering the number of base stations and the value of a single base station, the market space brought by 5G base stations to PCB is more than 4-5 times that of 4G.
But at the same time, 5G also puts forward higher and more stringent requirements for PCB technology, with new requirements for the entire process from PCB materials, design, manufacturing process, equipment and instruments to quality monitoring.
Among them, in terms of equipment and instruments, high-precision equipment and pre-processing lines with less roughening of the copper surface are currently ideal processing equipment; and the test equipment *** includes passive intermodulation tester, flying probe impedance tester, and loss test Equipment, etc.
The industry believes that sophisticated graphics transfer and vacuum etching equipment can monitor and feedback data changes in real-time line width and coupling distance detection equipment; electroplating equipment with good uniformity, high-precision lamination equipment, etc. can also comply with 5G PCB Production needs.
Modification requirements vary from plant to plant
From the perspective of the industry environment, the PCB industry has a wide variety of products, small batches, large product sizes, complex processes, long processes, different processes for different products, and many customization requirements, so it is difficult to achieve automation.
Due to the large number of dedicated machines in the PCB industry and the use of wired equipment in the connection process, industrial robotic arms are not necessary equipment. Therefore, the subjective impression of the person in charge of each plant on the industrial robotic arm and AGV will largely determine whether the two have the opportunity to enter the equipment supply system.
