2022 PCB Industry Forecast (II)

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Apple pushes up the soft board supply chain 

Although the soft board did not appear supplying shortage, the market in 2022 is likely to be more buoyant than in 2021. According to the relevant supply chain industry, the leaders act frequently in soft board supply chain, while others are indifferent. It's different with IC boards and HDI. The soft board factories and the upstream FCCL factories both keep optimism about the market in 2022.

 Apple is currently one of the world's largest consumers of flexible PCBs, and any change in its technology will have a significant impact on the market. In 2022, Apple will further increase its use of flexible PCBs for various products, including cell phone battery modules and its new AirPods products, giving them more room to play. The dawn of electronic vehicle recovery is beginning. Terminal depot customer cargo movement is more frequent. While a lot of PCB-related industries had only conservative thoughts. This recovery is more likely to be the advanced deployment of customers to avoid another large-scale outbreak of the epidemic. But in the past months, a flurry of good news from the end of the line and high-end apps and high-end applications have emerged. It also makes the industry more convinced that the global car market will usher in a comeback in 2022.

 

industrial control PCB

 

Customers are Optimistic for the Market in 2022  

As is well known, European and American customers are PCB factories' main business partners. Except for the request recovery of ordinary vehicles, the traditional automakers are speeding up production schedules for electric automobiles. And ADAS applications are expected to penetrate from the entry-level products down to the middle-end or high-end vehicles. Enlarging the market base for these high-end applications will be of great help to PCB factories that have been working on high-end applications.

 

Value Proportion of Low-end Car Board 

People in the related supply chain industry admit, although the global auto market recovery is coming, the price of low-end cardboard won't go back. Many investors believe that 6-8 layers PCB in the future is likely to be the minimum bottom line of the industry, and it's not necessary to fight for the lowest technical specification orders. And as for HDI (High-Density Interconnector), hard and soft combined board, radar board, thick copper plate, their output value proportion in the entire automotive PCB market are still very low. But their growth is bound to be much larger than the market average level, which is a pivotal opportunity for the relative companies.

 

PCB design

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