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The future ups and downs of PCB boards are unpredictable and need to be calmly faced
2021-09-17
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Author:Frank

The future ups and downs of PCB boards are unpredictable and need to be calmly faced
With more and more PCB copying companies with full orders, some people said that "the recovery time of China's PCB industry has arrived." Some people said that "the current PCB copying industry is just a bubble boom."
 At present, China's PCB copy board industry is supported by new products and new markets on the application side, allowing the PCB board market to successfully recover and grow. In terms of hard boards, given the popularity of various touch-screen mobile phones, NB manufacturers support Intel's efforts to promote the CULV platform, SmartPhone continues to grow, and my country's home appliance rural policy has opened up the LCDTV market and the strong domestic demand for mobile phones. CULVNB allows NB to use HDI boards to slightly increase the proportion, which will help increase the capacity utilization of board manufacturers with the ability to produce HDI technology, including my country's Lenovo, Taiwan's Acer, Asus, MSI, HP, Dell, etc., are successively ranked second. , In the third quarter, more products will be launched on the market.
 After a wave of bankruptcies, the FPC market was minimally affected by the crisis. Before a complete FPC industry chain has been formed in my country, the FPC market in Taiwan has become a booming indicator. Statistics show that it has benefited from Apple. , HTC, RIM plan to launch new products; Palm's return to the SmartPhone market, and the positive promotion of NB's conversion to LED backlights, the FPC grew by 19.8% against the trend in the second quarter. The recent real-time communication released by Japan's EPTE also predicts that PCB development in Asia will see a positive development excluding Japan.

pcb board

Although there are various kinds of news and information that can prove that the global economic slump is expected to improve in the future, due to the serious damage to the global real economy, the recovery of the economy will take some time to adjust. Moreover, the current prosperity of China's economy and PCB board industry is largely derived from the support and pull of the state's 4 trillion policy, but its follow-up power is limited. At present, domestic personal consumption confidence remains at a relatively low level, and the employment gap of 12 million also highlights the lack of success in consumption. The response to policy stimulus in driving consumption is often lagging behind, far from the market's rapid pull, which also requires a longer period of adjustment.
Similarly, some industry players claim that in the national economic stimulus policy, most of the base station construction for 3G has been invested by the state, and it has indeed stimulated the growth of the industry. Companies such as ultrasonic electronics and Shennan Circuit are also affected by this policy. Benefits are superficial. However, PCB boards for 3G mobile phones also have the problem of lack of follow-up, because the 3G replacement wave that the industry expected earlier did not go as expected, and it is far from being as crazy as switching from black-and-white phones to color-screen phones, and consumers are not too concerned about 3G. For colds, it is generally believed that the current mobile phone functions are already relatively comprehensive, and the distrust of the stability of new things in electronic products also makes them mostly on the sidelines.
In the LED field, which has high expectations, although LEDTV, LED lighting, etc. can bring growth opportunities for PCB industry, its energy-saving and diversified functions are also increasingly accepted by the market and consumers. However, China LED The development is not as smooth as expected. For LED products that are still "luxury" in the short term, there are still many difficulties in large-scale promotion, such as the lack of core technology, high prices, and lack of protection of technical standards. All hinder the speed and breadth of its promotion. Furthermore, the optoelectronic boards, rigid-flex boards, and flexible boards supporting LED products are all weak links in my country's PCB industry. The number of manufacturers and the output are small, and the benefits are limited.
On the whole, the domestic PCB companies are moving forward again, mainly due to the multiple pulls of various domestic policies. At present, in order to reduce the risk of inflation caused by strong economic stimulus, the "exit strategy" of government stimulus has become the consensus of governments of all countries, but the timing and scale of withdrawal are different. Therefore, for PCB companies that rely heavily on domestic policy drivers, they should be more cautious in facing economic trends and should not be blindly optimistic. Regardless of the future trend of China and the world economy, with the global electronic information industry falling into a deep recession, there is no doubt that Chinese PCB companies will usher in a new round of development opportunities. After a year of adjustment and development, the most difficult period in China has passed. As a PCB company, instead of spending a lot of energy to discuss and predict the future economic environment, it is better to calm down and steadily explore and innovate and conduct in-depth research. , In order to cope with the ups and downs of the PCB industry.