Two years ago, a PCB manufacturer in shenzhen wanted to set up a new factory in hefei semiconductor industrial park and expand it to achieve capacity transfer.Unexpectedly, hefei semiconductor industrial park after research, declined the request of this PCB manufacturer in shenzhen.
Years ago, the PCB manufacturers in the pan-pearl river delta region with shenzhen as the center began large-scale migration, and moved to the central regions of jiangxi, hunan, hubei and chongqing. Many small PCB factories began to be eliminated or merged, and the whole PCB industry changed dramatically.At the same time, the domestic integrated circuit craze swept through, and many second - and third-tier cities developed the integrated circuit industry in full swing. Semiconductor industrial parks around the country promoted the presence of enterprises. However, the manufacturers represented by PCB were not welcomed by these industrial parks.
Now, China's manufacturing industry is facing industrial upgrading. As the chip industry that is the strategic height of manufacturing upgrading, every semiconductor industrial park wants to introduce high-quality and innovative IC enterprises, but the PCB can be loaded with "one step back and one step back".During the second set of the semiconductor summit, hefei national hi-tech industry development zone management committee, the officials said had to find our PCB manufacturers, but we need to attract high technology and high growth companies, we hope to hefei in semiconductor companies, is more consistent with our whole industry chain, the whole industry ecology formation is helpful for us to.
PCB rejection, how to choose to introduce semiconductor manufacturers
Since the first year of the development of China's integrated circuit industry was opened in 2014, the national integrated circuit industry development program has been followed by the introduction of policies related to the integrated circuit industry and the layout of integrated circuit industrial parks.However, while promoting the semiconductor industry, environmental issues cannot be ignored.Since last year, Shanghai, jiangsu, shenzhen and other places have carried out the screening and inspection of five key pollution-discharging units, including water environment, air environment, soil environment, acoustic environment and others.
At the beginning of this year, a number of local governments issued articles saying that relevant standards should be formulated to prevent and control environmental pollution, improve environmental quality and promote the progress of semiconductor manufacturing processes and pollution control technologies.The basic requirements of the relevant standards are that the pollutant project still carries out the national or local comprehensive emission standards. If the emission limits of the national or local (comprehensive or industrial) emission standards are stricter than those of this standard, the stricter emission control requirements shall be implemented in accordance with the principle of strict requirements.
The hefei national hi-tech industry development zone management committee relevant personage says, based on the advantages of geographic location hefei, we hope to build hefei into the center of the east China area form a complete set of IC industry, it will not be able to introduce the lower part of the semiconductor industry, we also don't want this highly polluting enterprises settled in, pollution is too big (PCB) or do not conform to our industrial park planning and development direction.
The representative of xi 'an economic and technological development zone said more directly, our goal is to introduce "advanced" semiconductor manufacturers, such as PCB, which is highly polluting.
Li guoyong, deputy director of information office of maanshan economic and information commission, said that for the introduction of enterprises in the semiconductor industry, generally speaking, we are welcome;However, in our industrial park, environmental protection requirements still to meet the basic national standards.Environmental restrictions are now being advocated everywhere, and some areas are overhauling highly polluting semiconductor manufacturers, like TSMC, which has set up a plant in nanjing.
In fact, according to the plan, the total amount of pollution emission from semiconductor industrial parks in different regions is limited. Since the total amount of emission is limited, it is natural to make full use of limited resources in high-quality projects to attract more high-tech and high-growth new high-quality enterprises.
Where does the industry shuffle, the golden age of PCB go?
PCB manufacturers in the pan-pearl river delta region, centered on shenzhen, began large-scale migration last year amid environmental restrictions and a lack of enthusiasm in local parks.In addition, since the implementation of the environmental protection tax from January 1, 2018, PCB plant shall pay additional taxes according to the specific conditions of its discharge and exhaust, among which the cost of waste water and exhaust emission will increase 3-5 times or more, and the operating cost will increase significantly.
As a result, many PCBS in the pearl river delta have been closed down or acquired. Among them, dacheng group's dacheng circuit board (shenzhen) co., ltd. will be disbanded by the end of this month.Shenzhen daxin has released an open letter, saying that due to environmental protection policies and urban development and renewal in pingshan district of shenzhen, the company has been forced to suspend production and shut down as required by the government and cannot continue operation due to restrictions. The operation will be closed before September 30, 2018 and the whole factory will be disbanded.
In addition, many small-scale PCB manufacturers are facing the situation of being acquired due to insufficient investment in environmental protection and poor capital channels.Not long ago, shenzhen kangjia completed the acquisition of guangdong xingda hongye, a PCB manufacturer. Shenzhen kangjia will control guangdong xingda hongye and its subsidiaries Shanghai haixin fengzhuoqun circuit board co., ltd. and zhongshan zweike chuang investment management co., ltd. and has been incorporated into the financial merger scope of kangjia group.
In this situation, small and medium-sized PCB manufacturers are forced to withdraw from the market competition, while large PCB manufacturers are expanded to achieve capacity transfer.Among them, more than 2 billion yuan of circuit boards project of shennan electric started production in nantong;Guangdong junya invested 1.9 billion yuan to build PCB project in zhuhai;Mingyang electric road more than 600 million yuan investment jiujiang printed circuit board production base expansion project..
In addition, new demands have started to emerge in the whole downstream terminal market, driving the development of PCB products to the high-end level. The whole industry has entered the stage of industrial transformation and integration, and the domestic market share is continuously increasing.According to industry data, global PCB output value in 2016 was about 60 billion usd. It is expected that the global PCB output value will reach 70 billion usd in the next few years. With the support of the local manufacturing industry, domestic PCB manufacturers and Chambers of commerce successively seize the market share of the us, Japan, Korea and Taiwan, which will usher in the golden development period.
In the future, 70% of global PCB output will come from China. This is the best time for the development of domestic PCB industry.Industry veterans say the continued expansion of the PCB market space is also driving industry giants to enter a new wave of growth, with the entire PCB industry moving toward a "" big Evergrande, strong stronger" "trajectory.
As PCB industry is shuffled, domestic PCB manufacturers are facing a new round of growth opportunities with the overall driving of mobile terminals, on-board vehicles, IoT and other markets.At the same time, this will put forward higher requirements on the performance, technology and quality of PCB products.In the future, domestic PCB manufacturers need to provide better service for terminal customers.On the one hand, it is necessary to improve financing channels through the power of capital market, strengthen supply chain management, improve technology, and pay attention to environmental protection issues of low pollution, so as to move forward in this round of "golden era" PCB industry reshuffle.