Taiwan PCB association (TPCA) together with the industrial technology research center (IEK) sankei shimbun the host PCB industry trend seminar series, zhong dong Ming IEK senior analyst pointed out that in the new factory in mainland China PCB present GeChang small-scale production blossom everywhere, at the same time, the PCB land ShangZai plate products and have been floating out, including CSP, PBGA, SiP and other packaging materials for use in international packaging companies.
Panels, senior economist at zhong dong Ming in mainland China PCB industry general situation analysis, the mainland has become a global PCB production center, 2012 $59.79 billion global output, output value accounted for 42.7% of mainland China, is still in a multilayer product bulk, single and double panel in time; PCB lu shang belong to small and medium size, only one company into the global top 20, 23 companies into the global top 100.
Zhong dong Ming and think, China PCB industry show important trends, such as including limited by environmental emissions, the scale of production, market factors, such as setting up new factory will be into blossom everywhere, every environmental control area production allowable amount may be less than 6 million feet, only three of the following vendors, due to the upstream raw material factory layout is difficult, to form the challenge of customer service.
At the same time, from mainland China PCB industry production load board products have been floating out, the global plate market is dominated by Taiwan, Japan and South Korea vendor, but China PCB industry has been able to provide such as CSP, PBGA, Si encapsulates the required loading board, and the actual shipment international packaging companies. In addition, low price and Chinese brand fermentation, low-cost electronic products by the China market spread to other emerging countries, developed countries in the market, even the high price of a single model strategy has become the past type, zte, huawei, lenovo, cool four big Chinese mobile phone brand, support by the Chinese market, the global smart phone share is gradually expanded, especially lenovo has not been outside China market to show strength, grow up to be reckoned with in the future.
Blossoming outstand their key trend 2: manufacturers, is limited by environmental emissions, the scale of production, market factors, such as setting up new factory will be into blossom everywhere, every environmental control area production allowable amount may be less than 6 million feet, only three of the following vendors, due to the upstream raw material factory layout is difficult, to form the challenge of customer service. Three key trends: low price and Chinese brand fermentation, low-cost electronic products by the China market spread to other emerging countries, developed countries in the market, even the high price of a single model strategy has become the past type, zte, huawei, lenovo, cool four big Chinese mobile phone brand, support by the Chinese market, the global smart phone share is gradually expanded, especially lenovo has not been outside China market to show strength, grow up to be reckoned with in the future.
Taiwan PCB association with the institute sankei center to investigate statistical Taiwanese Taiwan PCB industry production value also showed that the second quarter of 2013, thanks to the downstream brands for the summer holiday shop goods and increase the force of upstream PCB products pulled goods, statistics show that second quarter GDP growth of 4.8% in 2013, the output rose to 121.1 billion yuan. Looking forward to season 3, into the traditional peak season, for the Christmas holidays and at the end of consumption boom, more manufacturers to increase the order quantity of downstream products and forecasts the Taiwanese GDP will grow by 9%, on both sides of the PCB production up to nt $132 billion.
At the same time, the 2013 terminal electronics, PC will present the annual decline, smart phones and tablet computer to DiJiaHua, that affecting upstream in the PCB industry, sales performance. By Taiwan is Taiwan PCB industry revenue in the first half of the recession in the first half of the same period 5.92% year on year, and in the second half of the revenue performance cannot be too much better than the same period last year, making our production from may forecast 0.99% growth was revised down to fell 3.06%, the annual output fell to 499.6 billion yuan.
