Although the global COVID-19 has not yet shown signs of slowing down, with the economic recovery in Europe and USA, and the rising demand for terminal applications driven by 5g, industry experts predict that the global PCB output value will grow by 6.2% in 2021, accounting for nearly 90% of the global PCB output value. The top four Asian companies have gradually carried out future industrial layouts according to the situation.
In 2020, the global PCB industry was disturbed by COVID-19. But it benefited from 5G application and long-distance business opportunities, including NB, communication equipment, game machines, tablet computers, and other products, and the growth of the global PCB output value in 2020 was estimated to be about 9.4%, reaching 69 billion 700 million US dollars. In 2020, the output value of Taiwan’s PCB industry chain at home and abroad reached NT $138.6 billion, becoming the third trillion yuan electronic industry in Taiwan. The overall proportion of its products at home and abroad is 27.5% flexible board, 27.7% multilayer board, 19.9% HDI, 13.2% IC carrier board, etc. various types of products are diversified, and there are relatively more chips to deal with the changeable situation of the industry.
In terms of IC carriers, Taiwan’s IC carrier market accounts for nearly 31% of the global market, ranking first in the world. Recently, the investment direction is also dominated by IC carriers, which shows that Taiwan-funded enterprises have certain advantages in high-end technology in addition to complete product range; However, the overseas industry is fierce. In HDI, multilayer board, and other products, the mainland has frequently expanded production with its abundant funds in recent years; In the IC carrier part, the competition from Japan and South Korea is still quite fierce.
In the mainland, after catching up with Taiwan with a global market share of 28.4%, the mainland PCB industry is still growing strongly among the top four in Asia. Although affected by COVID-19, shutdown, and other adverse factors in early 2020, with the slowdown of the COVID-19, 5g communication, computer, and other applications continue to grow, so that China’s PCB industry will eat sugarcane in 2020, In addition, 5G communication industry is supported by the Chinese mainland policy, which makes the land expansion project in the future as a planning guideline. The mainboard factories such as Shennan, Jing Wang, XINGSEN, and other industries continue to increase capital expenditure and expand production capacity, and Guangdong and Jiangxi are the main hot investments.
In terms of product proportion, HDI and rigid board account for 72.3%, followed by flexible board 24.4%. In the first half of 2020, the R&D proportion of major land-based manufacturers reached 4-6%. It can be seen that land-based enterprises not only actively pursue production capacity but also continue to shorten the gap with other competitors in high-level processes. Although there were some regional outbreaks in the Chinese mainland in the first half of the year, the government has been well controlled and has not yet spread the COVID-19. Chinese mainland PMI index is between 50% and 52% in the first half of the year, and the manufacturing industry maintains a healthy expansion.
TPCA said that although Taiwan’s overall PCB industry still ranks first in the world with a market share of 33.9%, it is an important topic to move towards advanced technology, intelligent manufacturing upgrading, layout reorganization at home and abroad, and independent technology and materials if we want to continue to maintain our leading-edge; Although the situation of COVID-19 in Taiwan was once severe in the second quarter, with the gradual slowdown of the COVID-19 situation, enterprises did not affect the production momentum under the extension of COVID-19 prevention. In the first half of the year, the purchasing manager index (PMI) of Taiwan’s manufacturing industry remained above 60. It is believed that under the strong demand for global 5g and terminal application products, the future trend of Taiwan’s circuit board industry is still optimistic.
Although the global COVID-19 has not yet shown signs of slowing down, with the economic recovery in Europe and the United States and the rising demand for terminal applications driven by 5g, the International Institute of Obstetrics of ITRI estimates that the global PCB output value will grow by 6.2% in 2021; However, it is worth noting that the world is faced with a large shortage of chips, rising raw material prices, prolonged delivery and transportation periods caused by global shipping congestion, and severe COVID-19warming in India and Asian countries. First, the impact on the manufacturing production momentum and consumer electronics market of various countries will bring unpredictable variables to the global PCB industry.
TPCA said that the global PCB industry produced nearly 90% of the four Asian strong. With the international trade competition bureau, COVID-19, and 5G business opportunities, and other issues affecting the industrial development, the layout of the next generation has been outlined. Besides the Chinese mainland’s advantages in production, the center of gravity is still actively attacking HDI to expand the application market for related products. Develop to higher-level products; In addition to stabilizing the original basic market, Taiwan, Japan, and South Korea have developed a niche, customized, and high-level technologies one after another. The top priority is the carrier board. Stimulated by 5g, IoT, and PC-related themes, the market has a strong demand for carrier boards, especially in the world.
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