Chengyi Electronics (Jiaxing) Co., Ltd

There is no doubt that the development plan of new energy automobile industry will bring a brand new and rapidly growing   blue ocean market to PCB industry . Different from the traditional fuel vehicle driving system, the new energy vehicle adopts electric drive, and the electronic control system (MCU, VCU, BMS) will produce PCB alternative increase, with the value of a single-vehicle exceeding RMB 2000. With the further development of automobile in the direction of intelligent and lightweight, automobile PCB will add camera and FPC (flexible circuit board) and other units, and the added value will exceed RMB 1000. According to an industry expert, the estimated value of a smart pure electric car's PCB will exceed RMB 5,000, which is about 10 times the value of a conventional fuel car's PCB.     New Energy Vehicles Will Bring Incremental Market to the Automotive Plate It is estimated that China will sell slightly more than 30 million cars by 2025, among which, according t...

According to the plan, by 2025, the average power consumption of new pure-electric passenger vehicles will be reduced to 12.0 KWH / 100 km, and the sales volume of new new-energy vehicles will reach about 20% of the total sales volume of new vehicles. By 2035, pure-electric vehicles will become the mainstream of new sales vehicles. The  vehicles in the public sector will be fully electric . The fuel cell vehicles will be commercialized. The highly autonomous vehicles will be applied on a large scale. And energy conservation and emission reduction levels and social operation efficiency will be effectively promoted. At the same time, the new energy vehicle market performance is strong.  

In 5G era, PCB used in base stations will tend to be more multi-layer and highly integrated design. In addition to structural changes, 5G will have larger data volume, higher transmission frequency and higher working frequency band, which will require the base stations use PCB that have better transmission performance and heat dissipation performance. Therefore, the electronic substrate used for 5G PCB needs to be higher frequency, higher transmission speed and better heat resistance.   5G Application Scenarios Base stations in 5G era have been adjusted to a certain extent compared with 4G, BBU is split into CU (certain unit) and DU (distributed unit) and it is beneficial to realize multi-connection, collaboration of high and low frequency, and simplify switching process. The CU of several base stations can be merged together or separated. Antenna and RRU can become an AAU to complete signal transceiving, scaling, filtering, photoelectric conversion and other work.   The Price...

5G Construction Will Drive the Output of High-end PCB After the issuance of 5G official license, the market space of base station laying will be accelerated, which will drive the output of high-end PCB such as high frequency, high speed and multi-layer upstream. It is predicted that the total investment space of PCB brought by domestic 5G macro station construction will be about 30 billion yuan, and the incremental space of PCB industry for communication and credit is expected to reach its peak between 2022 and 2023.The 5G construction greatly expands the downstream application scene, and the terminal PCB has a good prospect.   5G Pulls PCB Industry from Base Station to Terminal Application Base stations and intelligent terminals and other industries have provided growth impetus for the PCB industry. 5G penetrates into terminal equipment from base station construction, and the communication PCB used in base station benefits first, with volume and price rising si...

PCB value distribution of the five automotive systems. Automobile electronization resonates with the trend of new energy,  automotive PCB market  expansion. Five automotive electronic systems promote PCB product upgrade. From the perspective of automotive PCB application scale division, among the five systems, market size order ranks as below: power engine control system > car body control safety system > vehicle communication system > vehicle interior installation system > lighting system. The functional upgrade of the five systems in the future will promote the application level of PCB products to a higher level: 1) Power engine control, high voltage, high current, thick copper processing technology; 2) Body control safety system: high frequency signal transmission, using high frequency materials; 3) Vehicle-mounted communication and interior decoration, switching from multi-layer boards to high-density interconnection boards; 4) Lighting: LED lights are used, an...

The imbalance between the ownership of HDI production capacity and the ownership of manufacturing site demands that domestic manufacturers have the right to speak. The distribution proportion of global HDI manufacturing sites and the country of affiliation is not matched. According to the classification of manufacturing sites, the production capacity distribution of Hong Kong, China and mainland China accounts for 59%, while only 17% according to the location of affiliation. On the one hand, the main downstream of HDI comes from mobile phones, and a relatively complete mobile phone component industry chain has been formed in China. The manufacturing location of   HDI is consistent with the industrial chain location , leading to the production capacity layout of most overseas manufacturers in Hong Kong and mainland China. There is a mismatch between the distribution of production capacity and the location of production capacity, so it is urgent for domestic manufacturers to improve ...

The rapid expansion of the automotive PCB market  In terms of automotive PCB, five major automotive electronic systems, such as power engine control system, body control safety system, on-board communication system, indoor installation system and lighting system, promote the upgrading of PCB system. At present, automobile PCB is mainly composed of 4-6 layers, accounting for 51%. On-board entertainment, new energy vehicles and millimeter wave radar will pull up the proportion of HDI, thick copper board and high-frequency board. Auto sales are picking up, and the trend of automobile electronic and new energy vehicle penetration resonates, driving the rapid expansion of the automotive PCB market.   The trend of terminal high density promotes HDI penetration, and the layout of domestic manufacturers is accelerated. HDI is one of the fastest growing circuits in PCB application. HDI's high integration and downstream customers are mainly mobile terminal products and computer pro...