Big Winner In The 5G Era -PCB

- Sep 28, 2018-

                                                             The first batch of 18 5G pilot cities is out
China mobile 5: hangzhou, Shanghai, guangzhou, suzhou, wuhan (meanwhile, 5G business should be carried out in 12 cities, including Beijing and chongqing)With this demonstration)China telecom has 6 cities: xiongan, shenzhen, Shanghai, suzhou, chengdu and lanzhou (another 6 cities will be added according to relevant ministries and commissions)China unicom 16: Beijing, xiongan, shenyang, tianjin, Qingdao, nanjing, Shanghai, hangzhou, fuzhou, shenzhen, zhengzhou,Chengdu, chongqing, wuhan, guiyang, guangzhou. 

5 g! It's official.5G, you have one G more than 4G, but this one G means something different!Download speeds of 1.25gb per second, one hd movie per second.Our current 4G compared to 5G, that's the real-world version of the horned rabbit race.The arrival of 5G is the beginning of the real interconnection of all things. 5G will complete the interconnection of all things in the world. With the 5G eraThe arrival of credit PCB will also usher in a good time!PCB, or Printed Circuit Board, is called "the mother of electronic products," all electronicThe equipment or products shall be equipped with PCB boards, so that the downstream demand can be sustained and stable, and the industrial development level can be in a certain degreeIt reflects the development speed and technology level of electronic information industry in a country or region.

According to prison mark, the global PCB industry has maintained a compound annual growth rate of about 4% in the past 10 years.In 2017, global PCB output value was 58.8 billion usd, with a year-on-year growth rate of 8.60%. China's PCB output value was 29.7 billion usd, with a year-on-year growth rate of 9.70%, higher than that of the world.From the perspective of the regional distribution of PCB output value, the industry center of gravity of PCB keeps shifting to Asia. China has become the most important player in the global PCB output value, accounting for more than 50% of the global PCB output value.

Its upstream is the raw material of various PCB production, mainly including copper clad sheet, copper foil, copper ball, semi-cured sheet, gold salt, ink, dry film and other chemical materials, the main raw material of flexible circuit board also includes covering film, electromagnetic film and so on.

The downstream is mainly used in the fields of computer, communication equipment, industrial control, automobile electronics, consumer electronics and aerospace, etc.· wide coverage. Among them, communication, computer and consumer electronics are the three most important application terminals in the PCB industry.The demand accounts for 27%, 27% and 14% respectively, which directly affects the development of upstream PCB industry.

The downstream is mainly used in the fields of computer, communication equipment, industrial control, automobile electronics, consumer electronics and aerospace, etc.· wide coverage. Among them, communication, computer and consumer electronics are the three most important application terminals in the PCB industry.The demand accounts for 27%, 27% and 14% respectively, which directly affects the development of upstream PCB industry.

Secondly, due to the high speed and high frequency of 5G, the value of communication board will be greatly improved for a single base station. On the one hand, the increased frequency with the increase of 5G frequency band makes the number of rf front-end components increase dramatically, as well as MassiveWhen MIMO is integrated into AAU F, the usable area of AAU PCB increases significantly, the number of layers increases, and the additional value of AAU is increasedTransfer of PCB and copper-clad boards; On the other hand, with the significant increase of 5G transmission data, the data processing capacity of base station BBU,With higher requirements, BBU will adopt more large-area and high-rise PCB, and high-speed and high-frequency materials shall be used in the base material. Conservative calculations show that the PCR value of a single 5G base station is more than twice that of 4G.

1(2) the demand for 5G mobile phones, tablets and other thinness drives the increase of FPC market space.IDC forecasts that the first 5G smartphones will be available in the second half of 2019 and shipped by 2020The volume will reach 7% of the total number of smartphones shipped (about 212 million), accounting for 18% by 2022.According to industry research, there are at least 20 FPC Numbers in the new iphones, which are worth more than $20, while 1Tablets are also expected to be more lightweight and will be heavily used with FPC products. Meanwhile, leading domestic brands huawei, OPPO,Vivo and others also increased their FPC dosage to 10-12 pieces.In 2016, the global market scale of FPC increased to 85.2 billion yuan, and the market scale of FPC in China increased to 31.6 billion yuan.China's FPC market is expected to reach 51.6 billion yuan by 2021, with compound growth rate of 10 percent.

(3) electronic, electric and intelligent automobile will bring incremental market space to PCBFirst, the electronics of intelligent driving cars: the electronics of cars will increase the amount of PCB used in cars. Cars in 2010Electronics account for about 30 per cent of vehicle BOI, and it is expected to rise to 50 per cent by 2030. Current mid-range modelsPCB usable area is about 0.5"0.7 square meters, and economic car PCB usable area is 0.3~0.4 square meters, falseThe average price of PCB is 1000 yuan per square meter, and the average value of bicycle is about 800 yuanThe area is about 2.5-3 square meters, and the value of a single bike exceeds 2,500 yuan.The demand area will increase gradually. In addition, the intelligent driving advanced driver assistance system ADAS also require a lot of PCBSecond, new energy vehicles: compared with traditional vehicles, the amount of PCB used by new energy vehicles has been greatly improved.PCB is 3 square meters, assuming that the average price of PCB is 1,000 yuan/square meter, the new energy vehicle pair will be available in 2020The new market size of ying PCB was 2.85 billion yuan, 3.96 billion yuan and 5.43 billion yuan
(4) cloud computing
The data center has promoted the demand of high-end PCB products such as high frequency and high speed"Development. According to IDC, the global data center market reached $45.2 billion in 2016, with a growth rate of17%. The growth rate of China's data centers is significantly faster than that of the global market. In 2016, the scale was 71.5 billion yuan, and the growth rate reached37%.