The trade war between China and the United States is becoming more and more intense. Although there is a hotline between China and the United States recently and the G20 summit is expected to hold a dialogue, the trade differences between the two sides are very deep and it is difficult to resolve in the short term.Next year's focus on 5G infrastructure among the country's telecom operators is a relatively sound investment in this uncertain era.Among them, 5G base station construction business opportunity, PCB (printed circuit board) specification will have the significant enhancement, can develop high specification PCB industry will benefit.
By observing the development schedule of 5G spectrum in various countries, the frequency band between 3GHz and 6GHz will be released in South Korea, Japan, China and Europe in the first half of 2019, which is much higher than the highest 4G frequency band of 2.7ghz.The PCB specification of 5G equipment will be improved in order for the high-frequency signal to operate smoothly: PCB upstream CCL material (copper foil substrate) must be provided with Low Dk (dielectric constant) and Low Df (Low dissipation factor) material specifications to provide this kind of high-order PCB industry, in order to win 5G business opportunities.
In addition to Low Dk and Low Df, when 5G frequency band develops to 40GHz and 80GHz MMW high frequency, the original soft plate antenna will be limited, and the ultra-fine spacing scheme with width less than 0.5mm will be adopted. In addition, 5G adopts the design of 4*4 array antenna, and the demand for IC carrier plate is also increased, which will stimulate the backend support business opportunity of 5G base station.
Taiwan's new research team believes there is still great demand for broadband in the future, as consumers' demand for online video and audio and quality increases and data traffic bursts.
The manufacturer of network communication system of the us department estimated that it would be the first year of 100G volume release in 2019. When the price came to the sweet spot, the brand manufacturer converted from 40G to 100G Switch and intended to upgrade.
Under the impact of sino-us trade war, high-order PCB will be produced back to Taiwan and will not be affected by the tariff.The third phase of U.S. tariffs, which are expected to increase from 10% to 25% of the $200 billion in imports from China starting in January 2019, will hit players such as netcom, motherboards, PCB and power supplies.
In the past, the tariff of PCB products sold to the United States was mostly less than 5%. In the future, it may force more enterprises to shift their production position from China. Among them, the gross profit rate of netcom enterprise switch, high-order server and other products is 20-30%.
However, niche netcom PCB board factory, netcom copper foil base material factory, such as taiyaode and jinxiangdian other advanced netcom PCB manufacturers, in addition to Maori, have production bases in Taiwan that can transfer production capacity, on the one hand to retain advanced technology in Taiwan, and on the other to enjoy the advantages of future orders (product technology upgrade).