The output value of PCB on both sides of the hotte

2022-08-05
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In the second quarter, the output value of PCB products on both sides of the Taiwan Straits reached 121.1 billion yuan Q3, with an estimated increase of 9%

the Taiwan circuit board Association (TPCA) and the industrial economics center of the Industrial Research Institute (iekofitri) jointly investigated and released the output value of PCB industry on both sides of the Taiwan Straits. In the second quarter of this year, the downstream brand manufacturers benefited from increasing the purchasing power of upstream PCB products in order to distribute goods during the summer holidays. In the second quarter, the output value grew by 4.8%, and the output value rose to 121.1 billion new Taiwan dollars. Looking forward to the third quarter, it will enter the traditional peak season, For the Christmas holiday and the consumption boom at the end of the year, more downstream end product manufacturers have increased their orders. It is estimated that the PCB output value of Taiwan businessmen on both sides of the Strait will grow by another 9%, and the output value will rise to NT $132billion

iek senior analyst dongzhongming analyzes the current general situation of PCB industry in Chinese Mainland: the mainland has become an important PCB production town in the world. In 2012, the global output value was $59.79 billion, and the output value in Chinese Mainland accounted for 42.7%. Multi-layer boards are still the bulk of products, followed by single and double-sided boards; Most of the mainland PCB manufacturers are small and medium-sized. Only one manufacturer has entered the top 20 in the world, and 23 manufacturers have entered the top 100 in the world. In addition, he believes that PCB in Chinese Mainland has shown three key trends. First, PCB land commercial carrier products have surfaced. Although the global carrier market is controlled by Taiwanese, Japanese and Korean manufacturers, which refers to the parts and components that clamp and tighten the experimental pieces, are installed on the experimental machine and are used for strength tests, Chinese Mainland has been able to provide carrier plates required for CSP, PBGA, SIP and other packaging, and has actually shipped them to international packaging manufacturers. Key trend 2: manufacturers are blooming everywhere and each has its own advantages. Due to environmental emissions, production scale, market and other factors, new plants will be set everywhere. The production allowance in each environmental protection control area may be less than 6million feet, which can only accommodate less than three manufacturers, resulting in difficulties in the layout of upstream raw material plants and challenges in customer service. Key trend 3: low price and Chinese brand fermentation. Low price electronic products have spread from the Chinese market to other emerging countries and even developed national markets. The high price single model strategy has become a thing of the past. With the support of the Chinese market, the global smart market share of ZTE, Huawei, Lenovo and Coolpad is gradually expanding. In particular, Lenovo has not yet demonstrated its strength in markets outside China, and its future growth should not be underestimated

this year's terminal electronic products and PCs will show an annual downward trend. Smart and tablet computers will move towards low and medium prices, which will also affect the performance and sales of the upstream PCB industry. Due to the poor revenue of the PCB industry on both sides of the Taiwan Strait in the first half of the year compared with the same period in the first half of last year (yoy=-5.92%), and the revenue performance in the second half of the year can not be much better than that in the same period last year, the annual output value of this year will be revised from the estimated growth of 0.99% in May to a "decline" of 3.06%, The annual output value dropped to NT $499.6 billion. Although this year's annual performance did not grow as expected, Taiwan PCB manufacturers should make efforts to expand more order sources and increase more product application fields if there is no electricity and the insulation is good, so as to mitigate the impact of revenue shortage caused by the decline of existing orders

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