2021-11-05
China PCB is in a critical period of iterative upgrading
PCB belongs to the basic industry of electronic information and is greatly affected by the cyclical fluctuations of the macro economy. At present, the global PCB companies are mainly distributed in China, Japan, South Korea and other places. The downstream application areas of the PCB industry are very extensive, and are less affected by a single industry, so they are relatively scattered, with many manufacturers, low market concentration, and full market competition. In recent years, my country has become the world's largest PCB production area, and the trend of iterative upgrading from the low-end to the high-end is remarkable.
The construction of 5G commercial networks continues to be stable. In the medium and long term, the general trend of 5G communication construction will not change. The Chinese government also proposed "increase the construction of 5G networks and gigabit optical networks and enrich application scenarios" when deploying key tasks in 2021. Take routers and switches in the Bone Thousand Network as an example. The current mainstream specification single port (Port) can support a speed of 100Gbps. As the data volume driven by 5G will multiply, it will further promote its popularization to 400Gbps. , Which has brought about industry growth in the board field of the communications market, and has spawned a strong demand for high-frequency and high-speed PCB products.
Automotive electronics bottomed out and rebounded. Affected by the epidemic, vehicle manufacturers shut down their production lines due to unstable supply chains and sluggish market demand. The market demand for automotive plates has fallen sharply year-on-year. However, as the production of car companies resumed, car sales have also rebounded from the bottom. In addition, the general trend of car electrification, intelligence and networking is significant, and automotive electronics has demand for high-end PCBs in fields such as advanced driver assistance systems (ADAS) and new energy vehicles. Exuberant, the automotive sheet market showed a V-shaped reversal trend and recovered rapidly.
In order to actively respond to market demand, the performance, technical process and product structure of China's PCB products have been greatly optimized. From the perspective of product performance, China's PCB is developing in the direction of high precision, high density and high reliability, with continuous improvement in performance, and the gradual popularization of specialized, large-scale and green production methods.Chinese PCB giants such as Dongshan Precision and Shennan Circuit continue to optimize The product structure is adapted to the needs of applications such as communications, servers, storage, automotive electronics, and consumer electronics.
From a technical perspective, Chinese PCB companies have further increased their investment in technology research and development, focusing on high-density interconnection boards (HDI) and high-speed high-frequency multilayer boards. From the perspective of product structure, in the Chinese PCB market, 8-16-layer multilayer boards and 18-layer super high-rise boards gradually replace low-end products and become the mainstream of the market.
The construction of 5G commercial networks continues to be stable. In the medium and long term, the general trend of 5G communication construction will not change. The Chinese government also proposed "increase the construction of 5G networks and gigabit optical networks and enrich application scenarios" when deploying key tasks in 2021. Take routers and switches in the Bone Thousand Network as an example. The current mainstream specification single port (Port) can support a speed of 100Gbps. As the data volume driven by 5G will multiply, it will further promote its popularization to 400Gbps. , Which has brought about industry growth in the board field of the communications market, and has spawned a strong demand for high-frequency and high-speed PCB products.
Automotive electronics bottomed out and rebounded. Affected by the epidemic, vehicle manufacturers shut down their production lines due to unstable supply chains and sluggish market demand. The market demand for automotive plates has fallen sharply year-on-year. However, as the production of car companies resumed, car sales have also rebounded from the bottom. In addition, the general trend of car electrification, intelligence and networking is significant, and automotive electronics has demand for high-end PCBs in fields such as advanced driver assistance systems (ADAS) and new energy vehicles. Exuberant, the automotive sheet market showed a V-shaped reversal trend and recovered rapidly.
In order to actively respond to market demand, the performance, technical process and product structure of China's PCB products have been greatly optimized. From the perspective of product performance, China's PCB is developing in the direction of high precision, high density and high reliability, with continuous improvement in performance, and the gradual popularization of specialized, large-scale and green production methods.Chinese PCB giants such as Dongshan Precision and Shennan Circuit continue to optimize The product structure is adapted to the needs of applications such as communications, servers, storage, automotive electronics, and consumer electronics.
From a technical perspective, Chinese PCB companies have further increased their investment in technology research and development, focusing on high-density interconnection boards (HDI) and high-speed high-frequency multilayer boards. From the perspective of product structure, in the Chinese PCB market, 8-16-layer multilayer boards and 18-layer super high-rise boards gradually replace low-end products and become the mainstream of the market.
