How Do Various Places Choose To Introduce Semiconductor Manufacturers?
Four years ago, a PCB manufacturer in Shenzhen wanted to settle in Hefei Semiconductor Industrial Park, expand a new factory, and realize capacity transfer. Unexpectedly, after a survey, Hefei Semiconductor Industrial Park politely rejected the Shenzhen PCB manufacturer's request to settle.
One year ago, PCB manufacturers in the Pan-Pearl River Delta region, centered on Shenzhen, began a large-scale migration to Jiangxi, Hunan, Hubei, Chongqing and other central regions. Many small PCB factories began to be eliminated or merged. The entire PCB industry At the same time, huge changes have taken place in the domestic integrated circuit industry, and many second- and third-tier cities are developing the integrated circuit industry in full swing. Semiconductor industry parks around the world have promoted the establishment of enterprises. However, manufacturers represented by PCBs are not affected by these industrial parks. welcome.
Today, China's manufacturing industry is facing industrial upgrading. As a chip industry in the manufacturing and upgrading strategic highland, such as Mu Chunfeng, semiconductor industrial parks around the world want to introduce high-quality and innovative IC companies, but the load-bearing PCB has "regressed." At the second micro-semiconductor summit, a person in charge of the Hefei National Hi-tech Industrial Development Zone Management Committee stated that PCB manufacturers have found us, but we need to attract high-tech, high-growth companies. We hope to come to Hefei to enter the semiconductor industry. Enterprises are more in line with our entire industrial chain and are helpful to the formation of our entire industrial ecology.
Reject PCB, how to choose to introduce semiconductor manufacturers everywhere
Since the 2014 National IC Industry Development Promotion Outline opened the first year of the development of China's integrated circuit industry, various localities have successively introduced policies related to the integrated circuit industry and supporting the layout of integrated circuit industrial parks. However, while promoting the semiconductor industry, environmental issues cannot be ignored. Since last year, including Shanghai, Jiangsu, Shenzhen, and other places have carried out the screening and investigation of five types of key pollutant discharge units, including water environment, atmospheric environment, soil environment, acoustic environment, and other categories, and require environmental protection limits for industrial parks in various places.
Earlier this year, many local governments issued documents stating that in order to prevent and control environmental pollution, improve environmental quality, and promote the progress of semiconductor industry production processes and pollution control technologies, relevant standards have been formulated. Relevant standards have basic requirements. Pollutant projects still implement national or local comprehensive pollutant discharge standards. Among the pollutant discharge standards issued by the country or locality (integrated or industry), if the emission limit is stricter than the limit of this standard, the strict requirements shall be followed. To implement stricter emission control requirements.
The relevant person in charge of the Hefei National Hi-tech Industrial Development Zone Management Committee stated that based on the superiority of Hefei's geographical location, we hope to build Hefei into a supporting center for the East China regional integrated circuit industry, so we cannot introduce low-end semiconductor industries, nor do we It is hoped that such highly polluting enterprises will be settled, and the PCBs that are too polluted (PCB) are still not in line with the development direction of our industrial park planning.
The representative of the Xi'an Economic and Technological Development Zone stated more directly that our goal is to introduce "high-precision" semiconductor manufacturers, and high-pollution manufacturers such as PCBs are no longer welcome.
Li Guoyong, deputy director of the Information Office of Ma'anshan Economic and Information Commission, said that for the introduction of companies in the semiconductor industry, we are generally welcome; however, the environmental protection requirements of our industrial parks must meet national basic standards. At present, all regions are advocating environmental protection and limiting emissions, and some regions have comprehensively rectified high-pollution semiconductor manufacturers. Like TSMC, which set up factories in Nanjing, environmental protection assessment is also a key assessment.
In fact, according to the plan, the total pollution emissions of semiconductor industrial parks in different regions are limited. Since the total emissions are limited, it is naturally necessary to make full use of limited resources in high-quality projects and attract more high-tech , High-growth new high-quality enterprises.
Industrial reshuffle, where should the PCB of the golden age go?
Under the circumstance that environmental protection is restricted and various local parks are not waiting, PCB manufacturers in the Pan-Pearl River Delta region with Shenzhen as the center began large-scale migration last year; in addition, the "Environmental Protection Tax" began to be implemented from January 1, 2018. The factory has to pay additional taxes according to the specific conditions of its sewage and exhaust gas, among which the waste water and exhaust gas discharge costs increase by 3-5 times or even more, and the operating costs have increased significantly.
Affected by this, many PCBs in the Pearl River Delta have begun to close down or be acquired. Among them, Marsh PCB Group (Shenzhen) Co., Ltd. (“Shenzhen Marsh”), a PCB manufacturer, will be discontinued and dissolved at the end of this month. Shenzhen Marsh recently issued an open letter stating that due to factors such as environmental protection policies and urban development and renewal in Pingshan District, Shenzhen, according to the requirements of government departments, the company was forced to suspend production and shut down due to restrictions, unable to continue operations, and will be scheduled for September 2018. The operation was terminated 30 days ago and the whole plant was dissolved.
In addition, many small-scale PCB manufacturers have insufficient investment in environmental protection and their capital channels are not smooth. Not long ago, Shenzhen Konka completed the acquisition of PCB manufacturer Guangdong Xingda Hongye. Shenzhen Konka will invest in Guangdong Xingda Hongye and its subsidiaries Shanghai Xinfeng Zhuoqun Circuit Board Co., Ltd. and Zhongshan Zewei Kechuang Investment Management. Co., Ltd. has control and has been included in the financial consolidation scope of Konka Group.
In this situation, small and medium-sized PCB manufacturers have been forced to withdraw from the market competition, and large PCB manufacturers have achieved capacity transfer through expansion. These include the Shennan Circuit ’s circuit board project of more than 2 billion yuan in Nantong; Guangdong Junya invested 1.9 billion yuan to build a PCB project in Zhuhai; Mingyang Circuit ’s investment of over 600 million yuan in Jiujiang printed circuit board production base expansion and construction project ...
In addition, new demand has also begun to emerge in the entire downstream terminal market, driving the development of PCB products to the high end, the entire industry has entered the stage of industrial replacement and integration, and the domestic market share has continued to increase. According to industry data, the global PCB output value in 2016 was about 60 billion U.S. dollars. It is expected that the global PCB output value will reach 70 billion U.S. dollars in the next few years. With the support of the local manufacturing industry, domestic PCB manufacturers will gradually seize market shares in the United States, Japan, South Korea and Taiwan. , Will usher in a golden period of development.
"In the future, 70% of the global PCB output value will come from China. At this time, this is the best time for the development of the domestic PCB industry." Industry veterans said that the continued expansion of the PCB market space is also driving industry giants to enter new In a wave of growth, the entire PCB industry is developing on the trajectory of "the bigger is stronger, the stronger is stronger".
At the time of the reshuffle of the PCB industry, the comprehensive drive of domestic PCB manufacturers in the mobile terminal, automotive, and IoT markets is ushering in a new round of growth opportunities; at the same time, it will raise the performance, technology, and quality of PCB products. Higher requirements. In the future, domestic PCB manufacturers will need to provide better services to end customers. On the one hand, they will need to enhance financing channels, strengthen supply chain management, improve processes, and attach importance to low-pollution environmental protection issues in order to improve the quality of this round of gold. The era of the PCB industry continues to advance in the reshuffle.