博文

2022 PCB Industry Forecast (II)

图片
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 ...

2022 PCB Industry Forecast (I)

图片
PCB and IC board supply chain operators generally believe that the outlook is optimistic, and high-end products are in short supply. Market conditions are hot. Upstream raw materials and equipment factories are also busy. Due to the high barrier of high-end application technology, few raw material suppliers can enter into the supply chain, such as CCL upstream.  And the production capacity is almost as saturated as that of   PCB plants . With expanding manufacturers clamoring for equipment manufacturers to step up, the overall outlook for orders in 2022 is pretty bright.     Oversupply of IC boards and HDI will become the new normal status The consensus among PCB operators is that supply will not grow as fast as requests in 2021, whether it is ABF, BT, or HDI, and the higher you go, the worse it gets. The high-end products have traditionally been an arena for a few dealers. But growth in requests takes time to simmer, and what's happening now is that request at the t...

Review of 2021 PCB Industry

图片
Due to the outbreak of the epidemic, the operation situation was greatly affected. However, as the epidemic becomes regular,   the electronics industry   has seen one burst of business opportunity after another. Online work and education have led to the astonishing growth of laptops and tablets. A large number of online activities have also led to the increasing demand for cloud computing. Server and Netcom products have also been booming throughout the year. In the second half of this year, the traditional peak season has delayed by the epidemic outbreak, but the sales of iPhones are strong all the time. Automotive electronics rebounded from its long-time slump to catch up with the wave of post-epidemic recovery. Each major car factory to accelerate the spare parts to catch up with the latest business opportunities, car  PCB factory  is no longer too low grain rate suffered.     Looking Forward to 2022 PCB and IC board supply chain operators generally beli...

Application of PCB in New Energy Vehicles

图片
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...

New Energy Vehicle PCB — A Place of Strategic for High End Manufactures

图片
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.  

5G PCB Will Have Better Transmission and Heat Dissipation Performance

图片
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...

Global Development Trend of 5G PCB

图片
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...