Каков общий объем продаж 100 крупнейших китайских производителей печатных плат в 2018-2019 гг.?

Доля рынка крупных компаний в отрасли производства печатных плат в Китае

Китайский производитель печатных плат играет ключевую роль в соблюдении требований электронной промышленности. Поскольку печатная плата является ключевым соединительным элементом для сборки электронных деталей. Рынок последующих приложений в этой отрасли в основном включает:

• оборудование связи
• бытовая электроника
• автомобильная электроника
• оборонная промышленность и др.

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

Согласно Китайский производитель печатных плат, 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)

2. Revenue from china pcb manufacturersand sales:

FPC resumed normal stocking, and 5G telecommunication PCBs began to increase volume

Overall, the revenue of Китайский производитель печатных плат increased by 2.5% in June, of which:

• flexible boards
• 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.

1. March, April, May, and June continued to achieve positive year-on-year growth.
2. In addition, due to the low overall utilization rate in Q1,
3. Similarly, the gross profit margin of soft board manufacturers fell to 10 ~ 16%,

Для Китайский производитель печатных плат, 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.

In 2018, the PCB output value in mainland China was US $ 32.6 billion, and the global PCB output value was US $ 63.5 billion. Similarly, China’s market share accounted for 51.30%, which is one of the sub-industries that have an absolute advantage in the 5G era.

Moreover, in recent years, the proportion of China’s PCB market is still steadily increasing. Similarly, it is predicted that Китайский производитель печатных плат output value will account for 54.3% of the global share in 2023, firmly leading the position.

Under the changes in the downstream application market:

• Communications
• бытовая электроника
• and automobiles also gained share under the influence of 5G.
• 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 Китайский производитель печатных плат output value has grown steadily

Changes in PCB in the downstream application market

Изготовленная на Китайский производитель печатных плат 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 Китайский производитель печатных плат 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 Китайский производитель печатных плат 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 Китайский производитель печатных плат 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:

1. Huawei
2. ZTE,
3. Ericsson
4. 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 Китайский производитель печатных плат 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

1. Market share of major companies in the global PCB industry
   china pcb manufacturer is mainly distributed in six major regions including:

• mainland China
• Taiwan
• Япония
• South Korea
• North America and
• Европа

The global printed circuit board industry is relatively fragmented, with many manufacturers and no market leader. Similarly, Priskmark (2012.Q4) statistics show that the output value of the world’s largest PCB manufacturer NipponMektron in 2012 was US $ 2.632 billion. With a market share of 4.85%, and the top ten PCB manufacturers had a market share of 31.97%.

2. Доля рынка крупных компаний в отрасли производства печатных плат в Китае

The printed circuit board industry in China also presents a decentralized competitive landscape. The scale of companies is generally small and the number of large PCB companies is small.

Согласно Китайский производитель печатных плат CPCA statistics, there were about 1,500 PCB companies in China in 2013, mainly distributed in the:

• Pearl River Delta
• Yangtze River Delta
• Bohai Rim Region.

In 2012, there were a total of 50 large-scale enterprises. And super-large-scale enterprises, accounting for about 3.33% of the total number of PCB enterprises in mainland China.  Moreover, the number of large and ultra-large Китайский производитель печатных плат companies in China in the past three years is as follows:

According to CPCA statistics and calculations, the total sales revenue of the top 100 Китайский производитель печатных плат companies in China in 2018-19 accounted for 57% of the total PCB sales in the country.

Generally, the total sales revenue of the top 20 companies accounted for 36.17% of the national PCB sales revenue.

• The sales revenue of the top 10 PCB companies
• The total accounted for 23.94% of the national PCB sales revenue,
• and the market share of the number one company was 3.86%.

Similar to the development pattern of the global PCB industry, and Китайский производитель печатных плат industry is more competitive. Moreover, there is no oligopoly of a few companies. And this trend will continue to be maintained for a long period of time in the future.