• December 20, 2019

Printed circuit boards are at their peak in the third quarter. The fourth quarter is expected to be more conservative in the fourth quarter due to long-term and short-term material interference, China’s power curtailment and the off-season of some consumer electronics. There is no significant gap in customer pull power, and performance this season is expected to be better than expected. Manufacturers will perform well in demand and crop power i.n the Chinese New Year next year. The cooling of consumer products is not as severe as expected Originally from September to October, the market expected to become conservative on some electronic products, including NB, panels and non-Apple mobile phones. In addition, the fourth quarter was originally a traditional off-season, so the market originally had a more neutral view of related application vendors. However, it seems that although the Chromebook market is in decline in the NB market, the demand for commercial and gaming notebooks is still good. Manufacturer HannStar said that it is relatively smooth for customers to pull out the goods from previous inventory. Although QoQ will decline in the fourth quarter, the rate will not be high. Large, the legal person is estimated to be about 5% to 6%. Even if the base number in the first quarter of this year is high, the performance of YoY will be flat in the first quarter of next year. Zhichao, the world's largest photovoltaic panel manufacturer, returned to growth in November after a two-month decline in revenue in September and October. Keep away from the curtailment factor At the end of September, there was no warning for power cuts in China. Originally, PCB companies with production bases in China had a more uncertain view of the power supply situation in the fourth quarter. They were worried that power cuts would become the norm and would slightly disrupt production scheduling, so they believed that the fourth quarter Operational challenges are greater, but after mid-October, there is almost unlimited electrical interference, and overall production is back on track. Taiwan County said that November revenue hit a new single-month high. At present, it seems that December can maintain the November high, and after the power curtailment, logistics and other unfavorable factors are lessened, the peak season for new machine demand is delayed, and the overall crop power remains full. The load can reach before the lunar new year, which means that the peak season effect will be maintained in January next year. Inventory speeds up shipment Supporting Q4 operations in the off-season, the main reason is that the customer's long and short material problems are alleviated. The previously suppressed goods can speed up the shipment. Many PCB manufacturers have increased their inventory at the end of the third quarter, that is, due to the shortage of customers in the supply chain. Therefore, the temporary delay of shipments to PCB factories caused high inventory, but aft...

• December 30, 2021

The development status of global PCB industry segmented products "With the accelerated investment and expansion of China's fabs and the advancement of the independent and controllable national strategy of the semiconductor industry, the domestic demand for IC substrates will grow rapidly. It is expected that the growth rate of my country's IC substrate output will be significantly higher than the international level in the future. According to the data It shows that the total operating income of my country's IC substrate industry in 2020 is about 4.035 billion yuan, a year-on-year increase of 6.07%." According to the information released by the research report network, PCBs are mainly divided into hard boards (including single-layer boards, double-layer boards and multi-layer boards), HDI boards, IC substrates , flexible boards, rigid-flex boards, materials and functions And application areas are different. In recent years, with the continuous development of industries such as smart terminals, smart wearable devices, 5G and cloud computing, the market demand for flexible boards and rigid-flex boards, HDI boards, and IC substrates has continued to grow. In terms of subdivided product structure, ordinary multi-layer boards accounted for 44.77% of the PCB industry market share, HDI boards accounted for 21.23% of the market share, and flexible boards accounted for 22.62% of the PCB industry market share. IC-Substrate According to the information released by the Guanyan Report Network, IC-Substrates are developed based on HDI boards. They have the characteristics of high density, high performance, and thinness. They are an upgrade to traditional integrated circuit packaging lead frames and are used in various chip packaging links. . In recent years, as the integrated circuit industry continues to approach the direction of small size and high integration, IC packaging has also developed in the direction of ultra-multi-pin, ultra-miniaturization and narrow pitch. According to relevant data, the global IC substrate output value will reach 10.188 billion U.S. dollars in 2020, mainly due to the rapid growth of global integrated circuit sales in 2020. In the context of the rapid growth of downstream industries, the demand for IC substrates has increased substantially. In the Chinese market, with the accelerated investment and expansion of Chinese fabs and the advancement of the independent and controllable national strategy of the semiconductor industry, domestic demand for IC substrates will grow rapidly. It is expected that the growth rate of my country’s IC substrate output will be significantly higher than the international level in the future . According to data, the total operating income of my country's IC substrate industry in 2020 will be approximately 4.035 billion yuan, a year-on-year increase of 6.07%. Rigid Board Rigid boards can be divided into single-layer boards, double-layer boards and multi-layer boards. Single-layer boards are the most ba...