2018-2019 년 상위 100 대 중국 PCB 제조업체의 총 판매량은 얼마입니까?2020-04-10
중국 PCB 제조업 주요 기업의 시장 점유율
중국 pcb 제조업체 는 전자 산업 요구 사항을 충족시키는 데 중요한 역할을하고 있습니다. PCB는 전자 부품 조립을위한 핵심 연결 부품이기 때문입니다. 해당 산업의 다운 스트림 애플리케이션 시장은 주로 다음을 포함합니다.
- 통신 장비
- 자동차 전자
- 방위군 산업 등
Generally speaking, communication base stations and intelligent terminals create a lot of demand. In the 5G era, in order to meet the goal of short-distance high-speed high-frequency transportation, certain requirements have been placed on the difficulty of PCB technology. Moreover, the value of PCB materials used by 5G base stations and terminals is higher; As a result, the demand for its output is also increasing.
China pcb manufacturer-PCB upstream and downstream industry chain
1. Raw materials: LME copper remained stable, and CCL prices are still in a callback phase
According to 중국 pcb 제조업체, the price increase of raw materials starting in the second half of 2016 has been corrected since the second half of 2018. Similarly, copper prices have fallen since June 18. And have remained relatively stable since August 18, with a slight decline from the end of July to the beginning of August 19.
The price of glass fiber has continued to rise since the second half of 2017. And continued to hit a new high in 13 years in June 19. Simultaneously, the price of epoxy resin returned to the level of early 18 after a decline in December 18, 19 years. Furthermore, there was a slight increase in July.
In general, the price of copper-clad laminates of relevant CCL manufacturers continued to increase from the second half of 16 to the second half of 2018. And the price is still in a slight correction stage.
- Spot settlement price: LME copper (USD / ton)
- Average unit price of imports: glass fiber and its products (USD / ton)
- Revenue from china pcb manufacturersand sales:
FPC resumed normal stocking, and 5G telecommunication PCBs began to increase volume
Overall, the revenue of 중국 pcb 제조업체 increased by 2.5% in June, of which:
- 유연한 보드
- IC carrier boards and HDI increased by 1.3%, -0.5% and 9.4% year-on-year respectively.
After experiencing the influence of the detailed operating rate of the Spring Festival in February, the soft board manufacturers began to resume the normal stocking stage in March.
- March, April, May, and June continued to achieve positive year-on-year growth.
- In addition, due to the low overall utilization rate in Q1,
- Similarly, the gross profit margin of soft board manufacturers fell to 10 ~ 16%,
대한 중국 pcb 제조업체, due to downstream demand It is still relatively weak. And downstream customers are actively reducing their inventories. But the performance of HDI is still eye-catching.
Revenue in May and June increased by 21.3% and 9.4% year-on-year, respectively, and the gross profit margin of hard board manufacturers remained relatively stable.
2018 년 중국 본토의 PCB 출력 값은 미화 326 억 달러 였고 글로벌 PCB 출력 값은 미화 635 억 달러였습니다. 마찬가지로 중국의 시장 점유율은 51.30 %로 5G 시대에 절대적인 우위를 점하고있는 하위 산업 중 하나입니다.
또한 최근 몇 년 동안 중국 PCB 시장의 비율은 꾸준히 증가하고 있습니다. 마찬가지로 중국 pcb 제조업체됩니다.
다운 스트림 애플리케이션 시장의 변화에 따라 :
- 그리고 자동차도 5G의 영향으로 점유율을 얻었습니다.
- In 2022, communications accounted for 31.8% (+ 0.6p), consumer electronics accounted for 14.6% (+ 0.7p), and automobiles The proportion of electronics is 9.50% (+ 0.3p).
The global share of 중국 pcb 제조업체 output value has grown steadily
Changes in PCB in the downstream application market
The 중국 pcb 제조업체 industry has been in a tide of industrial transfer in recent years. And overseas orders have been continuously transferred to the mainland. Furthermore, as the industry passes the peak period of investment in the construction and expansion of factories, the performance growth brought about by the release of production capacity will also gradually be realized.
Moreover, in the first three quarters of 2019, the overall PCB segment achieved revenue of 84.045 billion yuan:
- an increase of 11.07% year-on-year;
- net profit attributable to the mother was 8.594 billion yuan,
- an increase of 21.61% year-on-year.
- In terms of profitability, the gross profit margin of the sector in the third quarter of 2019 was 27.42%. An increase of 4.29 percentage points year-on-year,
- and an increase of 1.34 percentage points month-on-month.The net profit margin level was 12.10%. An increase of 0.71 percentage points year-on-year, and an increase of 1.74 percentage points month-on-month.
3. The 중국 pcb 제조업체 value dropped to the water level in early 2017
The issuance of 5G licenses drove the growth of the communications field
The global electronics industry has entered a plateau period, and the growth rate of traditional hardware has slowed down. In addition, the global electronics industry has entered a market plateau.
As the main downstream applications of PCBs in the past, smartphones, PCs and tablets have become fatigued, driving the growth of 중국 pcb 제조업체 more and more limited.
PCB in china has experienced its peak since 2017. After the period, it began to fall from January 2018 and has now fallen to the water level of early 2017.
The data for June 2019 was 1.00, a slight increase from 0.99 in May. However, emerging demand also emerged in the PCB downstream market. Such as the increasing level of automotive electronics, cloud computing driving the development of servers and communication infrastructure. And the emergence of emerging consumer electronics products such as wearable devices and VR / AR.
The increase in the number of 5G base stations and the requirements for PCBs have driven 중국 pcb 제조업체 to rise in volume and price. 5G construction requires the construction of a large number of new macro base stations and micro base stations.
Currently, the number of major equipment contractors has steadily increased. As of June 2019:
- Nokia have signed 50, 25, 22 and 43 contracts respectively.
In terms of terminal use, the number of mobile phone antennas, the RF front-end of 5G mobile phones is more complicated.
In order to reduce the RF path occupying the space of the mobile phone and promote the development of 중국 pcb 제조업체 industry toward miniaturization and modularization, HDI and SLP will coexist. Simultaneously, the industry target is expected to gain greater market space.
Analysis of the competitive landscape of china pcb manufacturer industry
- Market share of major companies in the global PCB industry
china pcb manufacturer is mainly distributed in six major regions including:
- mainland China
- South Korea
- North America and
글로벌 인쇄 회로 기판 산업은 상대적으로 분열되어 있으며 제조업체가 많고 시장 리더가 없습니다. 마찬가지로, Priskmark (2012.Q4) 통계에 따르면 2012 년 세계 최대 PCB 제조업체 인 NipponMektron의 생산량은 26 억 2 천 2 백만 달러였습니다. 4.85 %의 시장 점유율로 상위 10 개 PCB 제조업체의 시장 점유율은 31.97 %였습니다.
- 중국 PCB 제조업 주요 기업의 시장 점유율
중국의 인쇄 회로 기판 산업은 또한 분산 된 경쟁 환경을 제공합니다. 회사의 규모는 일반적으로 작고 큰 PCB 회사의 수는 적습니다.
According to 중국 pcb 제조업체 CPCA 통계2013 년 중국에는 약 1,500 개의 PCB 회사가 있으며 주로 다음 지역에 분포되어 있습니다.
- 주강 삼각주
- 양쯔강 삼각주
- 발 하이림 지역.
2012 년에는 총 50 개의 대기업이있었습니다. 그리고 초대형 기업은 중국 본토 전체 PCB 기업 수의 약 3.33 %를 차지합니다. 또한, 중국 pcb 제조업체 는 다음과 같습니다.
CPCA 통계 및 계산에 따르면 중국 pcb 제조업체 전체 PCB 판매량의 57 %를 차지했습니다.
일반적으로 상위 20 개 기업의 총 판매 수익은 전국 PCB 판매 수익의 36.17 %를 차지합니다.
- 상위 10 대 PCB 회사의 판매 수익
- 전체는 전국 PCB 판매 수익의 23.94 %를 차지하고,
- 1 위 기업의 시장 점유율은 3.86 %였습니다.
글로벌 PCB 산업의 발전 패턴과 유사하며 중국 pcb 제조업체 산업은 더 경쟁력이 있습니다. 게다가 일부 기업의 과점도 없습니다. 그리고 이러한 추세는 앞으로도 오랫동안 지속될 것입니다.