PCB Industry Transfer, PCB Enterprise Development Accelerated
PCB industry moves eastward and the mainland is unique. The focus of the PCB industry is constantly shifting to the Asian region, and Asia's production capacity is further transferred to the mainland, forming a new industrial structure. With the continuous transfer of production capacity, mainland China has become the region with the highest PCB production capacity in the world.
Applications such as data centers will increase HDI demand, and FPC will have broad prospects. Data centers are moving in the direction of high speed, high capacity, cloud computing and high performance, and construction demand is exploding. The demand for servers will also increase the overall demand for HDI. The popularity of mobile electronic products such as smart phones will also drive demand for FPC boards. In the trend of smart, lightweight mobile electronics, FPC's light weight, thin thickness and resistance to bending will benefit its wide range of applications. The demand for FPCs for display modules, touch modules, fingerprint recognition modules, side buttons, power buttons and other components of smart phones is increasing.
The concentration of raw materials + environmental inspectors has increased, and leading manufacturers are also welcoming this opportunity. The rise in prices of raw materials such as copper foil, epoxy resin and inks in the industry has put cost pressure on PCB manufacturers. At the same time, the central government vigorously carried out environmental inspections, implemented environmental protection policies, cracked down on small-scale production enterprises, and imposed cost pressures. In the context of rising raw material prices and more stringent environmental inspectors, the reshuffle of the PCB industry has led to increased concentration. Small manufacturers have weaker bargaining power downstream and it is difficult to digest upstream price increases. Small and medium-sized PCB companies will withdraw due to shrinking profit margins. In this round of PCB industry shuffling, leading companies have technical and financial advantages and are expected to pass. Expanding production capacity, mergers and acquisitions, product upgrades and other means to achieve scale expansion, with its efficient production process, excellent cost control, directly conducive to industry concentration. It is expected that the industry will resume rationality and the industrial chain will continue to develop healthily.
The development trend of automotive electronics is driving the rapid growth of automotive PCBs. With the continuous deepening of electronic and electrical technology, the demand for automotive PCBs will gradually increase. Compared with traditional cars, new energy vehicles have higher requirements for the degree of electronicization. The cost of electronic equipment for traditional luxury cars is about 25%, and the cost for new energy vehicles is 45% to 65%.