PCB Tech - PCB industry enters a period of development

Judging from the list of China's printed circuit rankings, the PCB industry in mainland China has developed rapidly in terms of production capacity for more than a decade. In terms of sales, in the first ranking released in 2002, only 28 companies had sales revenue of more than 100 million yuan in 2001, and Guangzhou Tianli ranked first with sales of 1.30 billion yuan. Since 2005, the number of companies that can enter the rankings has reached 100. By the fifteenth session of 2016, there were 131 companies with a comprehensive PCB business revenue of 100 million yuan, which was 4.7 times that of the first session. In terms of revenue, Zhending Technology, the number one comprehensive enterprise, has reached 16.819 billion yuan, which is 13 times that of Guangzhou Tianli, the first one 15 years ago. From the perspective of regional development, the top 100 PCB companies are mainly distributed in Shenzhen, Huizhou, Suzhou, Shanghai, Kunshan, Taiwan, Hong Kong and other regions.

Now, China's PCB industry has entered a period of steady development, and products are mainly concentrated in low-end PCB s with cost advantages. According to market data compiled by the China Commercial Industry Research Institute, in 2016, the domestic market for rigid boards and composite boards accounted for 13.0% and 3.7%, respectively, while the market share of 4-layer, 6-layer and 8- to 16-layer boards They were 19.1%, 13.5%, and 10.4%, respectively. IC substrates and 18-layer and above high-rise boards accounted for relatively small sales, which were only 2.7% and 1.2%, respectively. The market share of HDI boards and flexible boards is 16.5% and 17.1%, respectively. With the continuous improvement of technology in China’s PCB industry, the product structure is gradually optimizing, and the sales proportion of traditional single/dual-panel and multilayer boards is gradually decreasing. High-tech, high-value-added HDI boards, packaging substrates, and flexible The proportion of sales of boards and other products has continued to increase.

On February 4, 2017, the National Development and Reform Commission announced the "Guiding Catalogue of Key Products and Services for Strategic Emerging Industries" (2016 Edition), which includes a new generation of basic information industries, high-end equipment manufacturing, new materials industries, bio-industry, and new energy. There are 8 industries in 5 major fields, including industrial, energy saving and environmental protection industry, digital creative industry, and new energy automobile industry, involving nearly 4,000 subdivided products and services. Compared with the version three years ago, the number of subdivided products and services has increased by nearly 900 items, among which artificial intelligence and digital creative industries have entered the guide catalogue list for the first time. The sub-category of new energy vehicles has also expanded from the original "pure electric vehicles and plug-in hybrid vehicles" to "new energy vehicle products", "charging, replacement and hydrogenation facilities" and "production test equipment". Three items.

At present, automobiles are developing toward intelligence, and the automobile industry is expected to relay smart phones to become a new type of smart terminal. With the continuous expansion of the market share of electric vehicles, intelligence + new energy, the number of electronic components used in automobiles has increased significantly, and automotive electronics will be an important market for PCB s. However, the automotive industry has high requirements for product safety and reliability. Therefore, the PCB industry should prepare technology and production reserves before the full blowout of smart cars and new energy vehicles.