In retrospect, the development of PCB is mainly divided into four stages.
The first stage: from 1980 to 1990, PCB was born and the United States dominated.
The second stage: from 1991 to 2000, Japan achieved a technological breakthrough, surpassing the United States to become the world's leading PCB power.
Stage 3: from 2001 to 2010, Taiwan's electronics industry developed rapidly, and the PCB industry finally broke through and a number of global leaders such as zhending emerged.
Stage 4: from 2011 to now, the Chinese mainland is expected to enter the golden period of PCB development after the United States, Japan and Taiwan.
According to Prismark, the global PCB circuit board industry will keep growing in the next few years, and the global PCB circuit board industry will reach nearly 76 billion dollars by 2022.From a global perspective, China's PCB industry has developed rapidly in recent years. It is estimated that China's PCB output is expected to reach us $33.6 billion by 2019. The compound growth rate of 2014-2019 is about 5.1%, 2 percentage points higher than the global growth rate.With the global PCB industry transfer, China is expected to gradually seize the leading position of PCB industry in the global competition.
According to industry data, from 2018 to 2020, seven domestic funded large PCB manufacturers will add about 21 million square meters of new production capacity per year, corresponding to an output value of about 17 billion yuan, with an average annual output value of 4 billion yuan.According to its planning, in the second quarter of 2018, the company plans to invest 6.4 million square meters of annual energy in zhuhai project with 2.5 billion yuan of capital investment, 5 billion yuan of output value and 1 billion yuan in the first phase.Second place is shenghong technology, with 6.2 million new capacity.
Shengshi chuangfu said that from the perspective of the industrial chain, it is no accident that the mainland of China is expected to become the top leader in the PCB industry.The most important upstream material of PCB is the copper clad plate. At present, the mainland is the largest production base of the copper clad plate in the world, accounting for up to 70% of the total global output by area. Adequate raw material supply ensures the normal production of PCB manufacturers.
The development of PCB industry is also inseparable from the steady improvement of downstream industry.At present, in the downstream demand structure of PCB, computers and communications together account for more than 50%, while consumer electronics account for 14%.Looking ahead, the rapid development of 5G, automotive electronics, artificial intelligence and other industries is expected to boost the demand of PCB industry.
In the communications industry, for example, 5G will be officially commercialized in 2020, according to the schedule set by global and domestic operators. Before that, scale trials will be carried out in 2018 and pre-commercialization will be realized in 2019.At present, various tasks around the new generation of communication technology -- 5G are in full swing, which also brings great investment opportunities to the upstream and downstream of the industrial chain. PCB is an important link.
5G cannot be built without base stations. By the end of 2017, there are about 3.6 million 4G acer stations in China. The industry estimates that the number of base stations in 5G era will be 1.5 times that of 4G era.The base station antenna, RRU, BBU and OTN return network all need to use a lot of PCB.This means that the commercial use of 5G will greatly increase PCB consumption.At the same time, the high speed and high frequency of 5G will also raise higher requirements for materials, so the value of PCB board is expected to be greatly increased.In the future, with the promotion of 5G, PCB will enjoy the double opportunity of the volume price rise.
Taking the new energy automobile as an example, the rapid development of automobile intelligence will bring the double boost of "quantity" and "quality" to automobile electronics.China is the world's largest automobile industrial power, and is now turning into a strong car power.Smart cars and new energy vehicles are important directions for the transformation and upgrading of the automobile industry.
In 2017, China produced and sold nearly 800,000 new energy vehicles. According to the plan, by 2020, the production and sales volume will reach 2 million vehicles, with a huge growth space, which will also bring opportunities to the PCB industry.According to industry data, automotive electronics will account for more than 30% of vehicle cost on average in 2018, 35% in 2020 and 50% in 2030.Vehicle controller VCU, motor controller MCU, and battery management system BMS are the three core modules of new energy vehicles, which are not included in traditional fuel vehicles. Therefore, with the certainty growth of new energy vehicles, the PCB industry also has an incremental demand.
Smart cars, along with the level of automation, many enterprises are actively developing unmanned technology, some cities such as shenzhen, began to test the waters unmanned bus, the traditional car security system mainly USES the metal substrate PCB, and intelligent driving will prompt ADAS permeability to increase, will also drive the increasing demand for high-frequency PCB.According to industry data, the global output value of automotive PCB in 2016 is 4.9 billion us dollars, and it is expected to reach 6.1 billion us dollars by 2021, with a compound growth rate of 4.3%.