PCB recent trend analysis

The PCB full name is Printed Circuit Board. Chinese is a printed circuit board. As long as you are interested in doing an autopsy for large and small electronic products, you can see them everywhere (pictured).

However, the trend of such home travel is not clear. After the 311 earthquake in Japan, the entire electronics industry was greatly impacted and declined in all aspects. PCB as a key component of electronic products also has different performance in different fields.

After the automotive PCB industry came out of the shadow of the 311 earthquake, the automotive market is promising as the layout of emerging PCBs, and automotive PCBs with high performance requirements also represent the level of technology on the one hand. Many PCB giants, apart from developing their own products and aggressively pursuing acquisitions through mergers and acquisitions, have now become the largest automotive PCB manufacturer in Taiwan, Jing Peng. Traditional PCB giants Xinxing, Jianding, and Jingcheng and Yaohua have seized each other's heroes. Hill, wanting to make up the situation has not yet set the country.

As the second largest PCB factory in Taiwan, Jianding is continuously expanding its proportion of automotive circuit boards. Currently, it has accounted for 6%-8%, and Wang Jingchun, Chairman of the Board, is optimistic about the future in automotive applications, and the PCB will show several times growth.

In addition to exploiting its own resources to develop automotive PCB business opportunities, there are also PCB factories that have acquired overseas production bases through mergers and acquisitions. The world's largest PCB group, Xinxing, acquired the right to operate the European automotive PCB leader, Germany's RUWEL, and obtained 100% equity at the end of June this year. Xinxing said that the average compound growth rate of automobiles in the next few years will reach 8%, which is a promising industry for PCB applications. In the near future, it will increase its capital and increase the demand for HDI, FPC, etc. in Xinxing, Kunshan, Jiangsu Province, China. Consolidated RUWEL revenues, rewriting a record high in one stroke, with a monthly growth rate of 15.15%.

Jing Guo Industrial Co., Ltd. has eaten a 100% stake in Thai Taiwanese businessmen specializing in automotive PCBs, and has renamed Jingyi Electronics to attack auto PCBs. At one time, Cingying announced that it intended to abandon its branch specialized in automotive PCBs, but recently it has completely won the dominance. Jingcheng Branch has long been optimistic about the automotive PCB business opportunities, and the world's largest automotive PCB manufacturer Japan CMK joint venture in the mainland to establish a production line, this year, the benefits gradually emerged. Jingcheng pointed out that the joint venture plant can turn a profit this year, and it is expected that the automotive PCB will contribute about 1.5 billion yuan in revenue, accounting for 20% to 25% of the revenue.

Jing Peng pointed out that only the automotive PCB shipments have grown slightly this year, while other application products have stagnated, and the proportion of automotive PCBs accounted for a significant increase to 54%.

In the past, Yaohua, who continued to cultivate HDI, has been mainly used in mobile phones. In recent years, smart phones and tablet computers have been promoted to higher-order, any-layer (Any Layer) requirements, turning losses into profits; Yaohua pointed out that automotive PCBs are increasingly used. HDI, contributing to the continuous fermentation of operations.

The price of mobile phone PCB grabs a good performance of the Taiwan PCB factory in August. Relevant manufacturers have announced August earnings in succession. Many manufacturers have benefited from sales of smart phones and tablet computers. They have even hit a new high in revenue, among which high-density connection boards and soft board plants are the most prominent; they are mainly used for high-density connections. The copper-clad substrates (CCLs) on the board also received portable terminals that were sold in full bloom. The August revenue performance was also excellent. The good performance of Taiwan’s PCB makers in August’s revenue was considered a prominent representative of the global electronics industry’s economic climate correction, and its performance in the fourth quarter is still worth looking forward to.

The mobile phone PCB revenue this important point, but in this year's global economic gloom, the pain of the third quarter season effect is not obvious, to many new PCB plant production capacity, the market has spread the price tag.

As a result, PCB hardware and software manufacturers have also paid special attention to Apple's iPhone, iPad sales of new models to drive the market, especially after the departure of CEO Jacobs Apple's new products can still have its charm.

The capacity utilization rate of PCB Dingding Technology (3044-TW) in September was about 80%, and the head of Jinding Technology pointed out that the utilization rate of this September's capacity was obviously weaker than the 90% peak season of previous years, and at this time, Jinding It also took orders for China's rising brand smart phones, such as millet machines.

What worries the PCB factory is that in the fourth quarter of this year, the Taiwanese PCB factory has more than 2 million new production capacity per month, such as the end of the year of Yoneng Electronics (5480-TW) under the banner of Chichao Technology (8213-TW). Jiangsu Wuxi will open a new production capacity of 1.2 million baht, which is locked in the market competition action of information board orders, and it is bound to cause a greater wave of market killings.

HDI board manufacturer Hwaseong (2367-TW), which is mainly based on HTC (2498-TW), also expanded its HDI board production capacity at the Yilan Plant in November. The director of Yaohua Electronics pointed out that Yaohua’s capacity is currently full. , Order visibility has reached December.