Time:2022-08-11 Visit:
As the PCB industry of electronic products in mainland China, it has entered a stage of continuous and stable growth. As the global PCB industry manufacturing links are further concentrated in China, the proportion of China's PCB output value in the world will continue to rise, and it is expected that the proportion will rise to more than 60% within five years.
As an indispensable component in electronic products, PCB has a stable demand with the continuous improvement of scientific and technological level.
With the acceleration of terminal application integration, customers have higher and higher requirements for PCB manufacturers' R&D capabilities and production capabilities. The market competitiveness of large enterprises will be further enhanced, and the living space of small and medium-sized enterprises will be challenged. At present, about 1,500 PCB companies will be further integrated. It is expected that in the next five years, 50-100 companies will exit or integrate through mergers and acquisitions every year.
The general environment situation is unpredictable PCB industry is still optimistic
For 2019, compared with the optimism of the PCB industry in the past few months, the current view is much more conservative, and the dangerous situation of the environment full of uncertainty is naturally the key. For the PCB industry, tariffs are not really something to worry about, and capacity transfer will not be considered by the PCB industry. Whether the trade war will have an impact on the global economy, whether it will weaken the economy, is the real impact. The key to the PCB industry.
In addition to the large number of uncertainties in the general environment, the stagnant growth of the mobile phone market is also a major problem. In particular, Apple's new machine sales in 2018 were significantly weak. With the delay of shipment progress, the sales revenue of mobile phone soft board factories in November was generally affected to a certain extent. In the past, the peak season for flex boards may last until November, but in 2018, there has been an early stagnation or recession.
Under the circumstance that the demand growth is not obvious and the production capacity investment was quite sufficient in the previous years, the PCB industry has also become more passive about the expansion plan for next year. Emphasize that next year will only increase the number of layers produced, and the total output will not change much.
But it is also worth noting that domestic investment is rapidly catching up. Due to sufficient funds, the progress of 5G-related technology leading groups in the past two years is obvious to all. For example, Shennan Circuits and Hu's Electronics are ready to provide 5G infrastructure. Ship.
In addition to the continuous advancement of technology, enterprise management is also the key to the long-term operation of PCB factories. No matter how the market environment changes, how the technology evolves, where the production capacity is, the optimization of production efficiency and the improvement of product yield are always the most fundamental issues.
As an indispensable component in electronic products, with the continuous improvement of the technical level, its demand is stable and will continue to grow. As the proportion of China's PCB output value in the world continues to increase, the PCB industry in mainland China has entered a stage of sustained and stable growth.
The PCB industry in mainland China has entered a stage of sustained and stable growth.
In the first quarter of 2019, my country's total PCB exports were huge and the export situation was good. According to Zhanxin PCB statistics, in the first quarter of 2019, my country's PCB exports, in terms of export value, totaled 5.95 billion US dollars, with an average monthly export of nearly 2 billion US dollars.
The PCB industry in mainland China has entered a stage of sustained and stable growth.
Affected by the Spring Festival holiday, the amount and scale of PCB exports in February 2019 were both smaller than those in January and March. In terms of export area, the total export area reached 45 million square meters, of which the PCB export area from January to March was 17.55 million square meters, 11.79 million square meters, and 15.66 million square meters, with an average monthly export area of 15 million square meters.
Among them, PCB exports from January to March were 2.162 billion US dollars, 1.580 billion US dollars and 2.208 billion US dollars, with an average monthly export value of 1.983 billion US dollars.