PCB 제조 중국 산업 2020의 글로벌 생산량2020-04-09
2020 년 중국의 PCB 제조 동향 및 기업 아울렛
세계 pcb 제조 중국 전자 시장은 약하게 감소하고 있습니다. 중국 PCB 제조 회사의 IPO“Zero Duck Egg”는 높은 환경 보호 압력, 운영 비용 상승, 중소기업의 빈번한 실패를 계속했습니다. 2019 년에 PCB 산업이 일몰을 맞이할 것 같습니까?
The global semiconductor industry is in turmoil in 2019. Affected by this, PCB, as the mother of electronic products, also ushered in a wave of small closures. According to incomplete statistics of public information, there are 4 PCB companies in the world that are involved in bankruptcy / discontinuation / closure in 2019.
And most of them are Chinese local small and medium-sized pcb 제조 중국 companies. External causes also include internal causes of poor capital risk resistance and poor management of the capital chain.
The Phenomenon of pcb manufacturing china companies
At the same time, the IPO phenomenon of Chinese PCB companies that was in full swing in the past two years has come to an abrupt end in 2019, and no new PCB manufacturing companies have landed on the capital market.
In addition, the financing quota of existing PCB listed companies in 2018 ~ 2019 has also dropped significantly. PCB companies have encountered “Waterloo” in the capital market for the first time. Listing is no longer a one-time growth method.
The global electronics market is declining steadily. Chinese PCB companies are “waterloo” in the capital market. Environmental protection high pressure continues, operating costs rise, and small and medium-sized enterprises close down frequently … In 2019, does the PCB industry seem to usher in the sunset?
The author still remembers clearly that in the first lesson of entering the pcb 제조 중국 industry, an old-timer with white hair said:
“As long as electronic products still exist for one day, internal circuits are needed, then the PCB industry is always a sunrise industry!
Pcb manufacturing industry development in China
Therefore, as long as you firmly believe in this, the PCB industry will have considerable development prospects. But, how to seize the opportunity in the crisis, every PCB company has its own secret. The most ideal, of course, is to “winners are kings”; but second, only the “leftovers” who have survived the adjustment period will have the opportunity to see future opportunities and may also be “kings.”
The current status of the global PCB industry in 2019: moving forward under pressure, without pessimism
According to the data over the years, the growth rate of the global pcb 제조 중국 industry has fluctuated continuously with the fluctuation of the semiconductor market.
- 1980 to 1990 was the golden period for the development of the Japanese semiconductor industry.
- With the vigorous development of DRAM, the Japanese semiconductor industry grew rapidly and the PC industry spread rapidly worldwide.
- In the same period, when the global PCB industry ushered in a rapid start, CAGR reached 15.9%.
Until 2001 to 2010, the financial industry experienced major financial fluctuations, the global semiconductor industry suffered setbacks, and the growth rate of personal computers slowed down.
The PCB industry CAGR shrank to 2.1% and entered a long period of low ebb.
After 2011, the Chinese semiconductor industry has entered the main stage of history. And the global PCB industry has become a breeze. Although the PCB industry experienced short-term adjustments due to multiple factors such as the ups and downs of the growth rate of smartphones.
The adjustment of superimposed inventories, and the increase in raw material prices. After experiencing a continuous small decline in 2015 and 2016, the pcb 제조 중국 output value recovered in 2017 The situation has entered a period of steady growth.
According to PRISMAKE’s data:
- due to the impact of the Sino-US trade war and the slump in the end consumer market
- the growth rate of global PCB output in 2019Q1 decreased by 14.5% from 2018Q4 and decreased by 7.4% from 2018Q1.
The global output of pcb manufacturing industry
Both values are the lowest points in recent years. With the heavy launch of Q2 flexible display mobile phones and 5G mobile phones, the growth rate of global PCB output value has begun to pick up. Q3 is expected to rebound to the level of the same period in 2018. most obvious.
From the perspective of the whole year:
- the global PCB output value in 2019 will reach 61.31 billion US dollars (equivalent to 429.66 billion yuan)
- it is a decrease of 1.7% compared with 2018 of 62.397 billion US dollars.
- This is enough to prove that despite the shrinking demand in the end market, the overall demand in the global PCB market is still very stable, and industry players should not be misled by pessimism.
The hero sees the same. CPCA Chairman Yu Ra also summarized the growth trend of global PCB output value in 2019 as “open low and walk high.”
He publicly pointed out that in the first three quarters of 2019, the global PCB output value has decreased by 3.5% year-on-year, but the annual rate will not be lower than -3%.
The scaling of printed circuit board manufacturing industry china
He believes that the scale of pcb 제조 중국 output value has changed quarterly. After a 4.1% month-on-month decline in Q1 2019, the output value of Q2 and Q3 has grown strongly, with 6.7% and 11.8% quarter-on-quarter growth.
But only slightly increased by 0.7% in Q4; The market performance smoothed the development decline of Q1. This is very similar to PRISMAKE’s prediction.
Regardless of the specific information, there is no avalanche decline in the global PCB output value in 2019, which is the consensus of industry leaders. As for the new PCB stars in 2019, it is undoubtedly FPC and multilayer boards, which are also closely related to the 5G commercial market.
China’s PCB industry: 2023 output value will break the 300 billion mark
Focus on China. Against the backdrop of negative growth in pcb 제조 중국 output value in recent years, China’s PCB industry is the only country that has achieved positive growth, while maintaining its position as the number one global output value and output.
According to PRISMAKE data:
- China’s PCB output value in 2018 accounted for 52.4% of the world’s total.
- In 2019, this data will increase to 53.8%, and it is predicted to increase to 54.6% by 2023;
- the global PCB output value will reach 77 billion US dollars in 2023,
- and China will reach USD 42.042 billion (equivalent to a contract of RMB 300 billion)!
Therefore, this article focuses on dissecting the development status, advantages and disadvantages of pcb 제조 중국 industry chain. And can also find out the global PCB development trajectory and prospects.
- Board Factory
China’s local PCB manufacturers should discuss the two categories separately.
The first category is the small and medium-sized board factories mentioned above. Due to the sluggish end market, the pressure of environmental supervision, and the inflexibility of their own business strategies, their development will be difficult in 2019.
하지만 이런 종류의 도전은 2019 년에만 국한된 것이 아닙니다. 빠르면 2 ~ 3 년 전부터 폐쇄 및 폐쇄에 대한 뉴스가 끊임없이 쏟아졌습니다. 그리고 업계에서는 종종이를 "산업 개편"이라고 불렀습니다.
다른 하나는 중국의 주요 PCB 헤드 회사입니다. 그들은 주로 23 A-share 상장 PCB 제조 회사입니다. 따라서 그들은 첨단 기술, 큰 시장, 높은 수익 및 대규모 운영 및 관리를 가지고 있습니다. 그들은 일류의 위험 방지 기능을 가지고 있습니다.
A 주식의 공개 정보에 따르면 2019 년 1 ~ 3 분기에 23 개의 PCB 회사의 매출은 일반적으로 같은 기간 동안 12.4 % 증가한 840 억 위안의 총 매출로 추세에 반하여 증가했습니다.
- 그중 19 개 기업이 긍정적 인 성장을 유지
- 11 개 기업, 두 자릿수 성장 달성
- and the companies with an increase of more than 30% were Shennan Circuit, Shanghai Electric Power Co., Ltd., and Chuanyi Technology.
- In terms of profit, the 23 PCB companies totaled RMB 7.2 billion in the first three quarters, an increase of 22.4% over the same period.
- Among them, 16 companies remained profitable, with the highest increase being Hudian (122%), followed by Shennan Circuit, Bomin Electronics, Hongxin Electronics, and Zhongjing Electronics with a 50% increase.
Growth of Revenue in Pcb manufacturing industry china
It can be seen that in the current pcb 제조 중국 industry, the head enterprises are still the main force for the double growth of revenue and profit. This trend of “bigger Evergrande” will continue in the next 3 to 5 years.
What do these head companies rely on for “double harvest” of revenue? From Ra, he believes that there are three market factors:
- new energy vehicles
- and PC.
First of all, 5G commercialization will undoubtedly bring a huge outlet to the terminal electronics market.
But this benefit did not immediately explode in large scale in 2019. The reason for this is that the 5G commercial in 2019 is the result of “sneaking away” under external pressure.
In fact, the entire 2019 is still in the process of 5G infrastructure construction, and it is not yet complete. Therefore, for the pcb 제조 중국 industry, the head enterprises that have already deployed communication base stations can naturally eat the “head soup” of the 5G market from the beginning of the 5G infrastructure (Editor: The first soup.
what is meant to do They all strive to be the first person?
As for small and medium-sized enterprises, they do not have this pair of access ports. So they naturally have to wait hard for the arrival of large-scale 5G commercial use in 2020.
“5G is definitely an opportunity for the PCB industry, and now it’s too late to prepare!” Said Lei.
As for the automotive sector in 2019, it can be described as “sunrise in the east and rain in the west”-traditional fuel vehicles have suffered a dramatic decline, and layoffs have been shut down.
However, new energy vehicles, especially electric vehicles, autonomous driving, smart driving and other market segments from the national level to the general consumer from top to bottom, the scenery is infinite. Therefore, the performance of the pcb 제조 중국 head companies that have deployed new energy vehicles performed well.
Automotive pcb manufacturing china Industry
However, automotive PCBs belong to the automotive-grade electronics field and require a very rigorous testing process. Not all leading companies can enter the supply chain as expected. For electric vehicles, in addition to stable safety performance, the PCB also has strict requirements on the weight of the board, which makes the electronic components in the vehicle lighter and further reduces the weight of the vehicle.
결국 PC 시장은 정말 향수를 불러 일으키는 제품이지만 약간 맛이 없다. PCB 제조 중국PC 시장의 활발한 발전과 뗄 수없는 관계이지만, 스마트 폰의 부상으로 PC 시장은 더 이상 PCB 수요의 주요 구성 요소가 아닙니다. 지금 PC 시장에 대해 이야기하는 것이 진지합니까?
네, PC 시장이 회복되었습니다. 한편으로 5G 통신의 도래로 PC 측에서 더 많은 기능을 구현할 수있게되었고 PC 제품의 교체주기가 도래했습니다. 2019 년 PC 소비자 시장이 뜨거워졌습니다.
반면에 과학 기술의 발전은 지역적이다. 유럽, 미국, 일본, 한국, 아시아 태평양 및 기타 시장에서 PC에 대한 수요가 예전만큼 좋지는 않지만 동남아시아, 인도와 같은 개발 도상국에서는 개발 편의성을 높이기 위해 PC 제품이 필요합니다.
"PCB 산업은 항상 일출 산업이었으며 기회를 포착하고 위기를 비즈니스 기회로 전환하는 방법을 모든 사람에게 항상 테스트했습니다."라고 한 수석 PCB 산업 전문가가 국제 전자 비즈니스 (ESMC)에 말했습니다.
PCB 제조 중국 및 금속 공급
pcb 제조 중국 and material supply are inseparable. It can be said that if there is no matching material, it is impossible to produce a qualified PCB. Therefore, as board manufacturers make considerable profits in many new markets in 2019.
PCB material suppliers seem to have changed their market strategies, cooperating with PCB manufacturers to develop new and high-end PCB materials, including high-frequency Energy saving and environmental protection, etc. As a result, the revenue and profits of PCB material manufacturers in 2019 have also increased significantly.
It is worth mentioning that 2019 is a small year for PCB financing. In the past two years, several board factories in China have successfully IPO each year, and PCB material and equipment manufacturers are the minority.
In 2019, no new pcb manufacturing china companies landed on the capital market. But three material vendors successfully IPO. This is a very interesting phenomenon, which proves the close relationship between PCB manufacturers and material vendors.
Compared with board manufacturers and material manufacturers, pcb 제조 중국 companies in 2019 can be described as a miserable year. PCB is the foundation of the electronic information industry.
Industry 4.0, automated workshops, and smart manufacturing have been deployed as early as 5-6 years ago, but so far there has been no successful case.
The impact of sino trade dispute on pcb manufacturing companies china
With the advent of 5G communications, the communication agreements of various large-scale production equipment are expected to be further interoperable; then Sino-US trade disputes broke out, each with new automation equipment and mature automation solutions.
Delivery to the board factory as scheduled. What’s more, the equipment that was packaged yesterday cannot be exported / imported the next day, which is a disastrous blow for equipment manufacturers!
Of course, if it is a local pcb 제조 중국, their export business may be affected, but the local business has not fallen. On the contrary, in the guise of “domestic substitution”, the awareness of innovation is more obvious, the product quality is higher, and the competition is more intense.
In addition, whether there is room for revenue from equipment manufacturers, it also depends on the investment and construction projects of PCB manufacturers. Fortunately, project investment in China’s PCB and related companies is still hot in 2019, which also brings a little comfort to equipment manufacturers.
According to information from CPCA, in the first three quarters of 2019:
- China’s PCB industry laid a total of 133 projects for foundation laying,
- expansion and commissioning, with an investment amount of RMB 203.4 billion (including 2019 commissioning projects).
- Among them, PCB manufacturing is still the focus of investment,
- with a total of 84 items, accounting for 63% of investment.
- Jiangxi, Jiangsu and Guangdong have become major investment hot provinces in 2019.
특히 2019 년 PCB 투자 프로젝트는 주로 Suzhou 및 Huangshi에 투자 한 Xinxing의 IC 캐리어 공장, 남아시아 Kunshan의 9 억 위안의 새로운 고급 캐리어 보드 기술 변환 프로젝트 및 오스트리아와 같은 고급 제품에 집중되어 있습니다. Tes Chongqing이 건설 한 운반 공장의 10 억 유로 증가가 전형적인 사례입니다.
2020 년 글로벌 PCB 산업 전망 및 엔터프라이즈 아울렛 논의
간단한 리뷰는 의미가 없습니다. 어떻게 미래로 나아가는가가이 기사의 핵심 가치입니다. pcb 제조 중국업계 참가자들은 일반적으로 기회와 도전이 공존한다고 믿습니다.
이것은 구식 용어입니다. 우리는 구체적으로 말하고 있습니다 :
- 선두 기업이 기회를 포착하다
- 도전, 소규모 및 소규모 회사에서 승리
- survive challenges> seize opportunities.
1. Opportunities for head pcb manufacturing china companies in 2020
The first is the 5G communication that everyone must talk about. It is the market hotspot that PCB people are eagerly anticipating. But currently it is mainly based on the construction of base stations, the majority of which are network information operators. And PCB orders are concentrated in the head enterprises.
As for 2020, large-scale commercial use is expected. In addition to infrastructure, the consumer electronics industry chain can be deployed in advance.
The challenges are:
- large size
- high multilayer
- low loss
- high density
- rigid-flex combination
- high frequency
- high Low frequency mixing and other aspects.
Expert opinion for pcb manufacturing china companies
많은 공정 기술로 인해 PCB 재료, 설계, 처리 및 품질 관리에 대한 새롭거나 더 높은 요구 사항이 적용됩니다. pcb 제조 중국 기업은 터미널의 변화하는 요구를 이해하고 재료와 장비를 결합하여 포괄적 인 솔루션을 제공해야합니다.
Radium에 따르면 PCB 용 5G 통신의 비즈니스 기회의 핵심은 잠재적 수요를 랜딩 애플리케이션으로 전환하는 방법에 있습니다.
- 소규모 PCB 회사는 어떻게 살아남을 수 있습니까?
요약-PCB 제조 중국
"트렌드를 바꿀 수 없습니다. 트렌드에 적응하세요!" 이것은 pcb 제조 중국저자를 많이 느꼈습니다.
승자는 먼저 자신을 바꾸어 업계의 풍향과 시장 전망을 바꾸는 왕입니다. 이것은 큰 선수들에게 좋은 쇼입니다. 그러나 실제로 PCB 산업의 대부분의 기업은 중소 규모입니다.
격렬한 시장 환경에서 그들은 변화 과정에서 자신의 능력을 지속적으로 자극하기 위해 먼저“남기”를 배우고“모두 나가는”방법을 배울 수 있습니다. 거점을 찾으십시오.