On 18th, affected by the rising price, PCB board has set off a wave of rising and stopping tide, ultrasonic electronics, world run circuit, founder technology, tianjin plin, bo min electronics, chaohua technology and other related stocks collective trading.
Now, just two months have passed, the index of small and medium-sized board has fallen 13.54%, but many PCB related stocks, such as Shanghai power shares, shennan circuit, and danbang technology, have bucked the trend.
PCB industry development prospects
As the "mother of electronic products", PCB plays a connecting role in the industrial chain, and its downstream application field is very broad.Traditionally, communication, computer and consumer electronics are the main fields of PCB application in China. Now with the development of automobile electronics and the promotion of 5G construction, PCB products are expected to be rapidly expanded in the next two years.
1. With the rise of intelligent automobile wave, automobile PCB is in the ascendant
From 2012 to 2017, the global automotive electronic scale has increased from $150 billion to $230 billion in 2017, with an average annual compound growth rate of 9%, and the global automotive electronic market is expected to reach $250 billion in 2018.
In 2012, the scale of China's automobile electronics market was us $44.5 billion, accounting for about 30% of the global automobile electronics market. In 2017, the scale of China's automobile electronics market grew to us $82.6 billion, accounting for 36% of the global automobile electronics market share, with an average annual compound growth rate of up to 13%.
With the deepening of automobile electronics, the proportion of automobile electronics in the manufacturing cost of the whole machine is increasing.At present, the PCB used area of the mid-range model is about 0.5-0.7 square meters, while the PCB used area of the economical car is 0.3-0.4 square meters.
Assuming that the average price of PCB is 1,000 yuan/m2, the average value of a bicycle is about 800 yuan. The PCB used area of luxury cars is about 2.5-3 square meters. The value of a bicycle is more than 2,500 yuan.
On September 13, the ministry of industry and information technology said it would further increase support for the industrialization of key automotive electronic products such as core chips and smart sensors, accelerate the formation of an upstream and downstream interactive mechanism, and promote the rapid and healthy development of China's automotive electronics industry.