The growth history of PCB

Price pressures in downstream industries

The market competition degree of Chinese printed circuit board industry is relatively high. The scale of individual manufacturers is small, and the pricing power is limited. With the expansion of production capacity and the intensification of competition in the downstream industry, the price competition in the downstream industry is increasingly fierce, and the cost control is the focus of many manufacturers. In this case, the cost pressure of the downstream industry may be partially passed on to the printed circuit board industry, and the obstacles to higher prices of printed circuit boards are greater.

RMB appreciation risk: impact on exports, impact on foreign orders based enterprises

Industry surplus supply, need to further integrate the risk

Solve environmental problems and ROHS standards

3G licences have been delayed

Raw material price increase PCB can not move the price, and the stage fall, immediately attracted a lower price of the downstream industry. PCB structural supply and demand imbalance. The middle and high end are dominated by foreign capital, Hong Kong-funded, Taiwan-funded and a few state-owned enterprises. Domestic enterprises are at a disadvantage in capital and technology. Low-end refers to the irregular operation of small factories, because of less investment in equipment, environmental protection, but form a cost advantage. In the middle end of the level of the formation of manufacturers intensive situation, two pincers, more intense competition. Some manufacturers to expand, the market is difficult to digest quickly, the price war is becoming more fierce

The Chinese government has strictly formulated and enforced regulations on pollution control. When it comes to the PCB industry, it is not allowed to build or expand PCB plants. The regulations on electroplating plants are very strict

Workers' wages are rising fast.

Cyclical Analysis and forecast of PCB in China:

PCB cyclical change smooth, before the computer cyclical impact, but product diversification. Just because one or two electronic products do not sell well, the whole market will not decline.

Printed circuit board industry cyclical is not obvious, mainly with macroeconomic fluctuations. Since last century 90's, our country printed circuit board industry continuously for many years maintained 30% or so high speed growth.

In 2001 to 2002, due to the world economic slowdown and other factors, the growth rate of printed circuit board industry in our country has decreased significantly, and the industry output value in 2001 and 2002 increased less than 5% year on year.

After 2003, with the recovery of the global economy and the emergence and wide application of new electronic products, the demand for printed circuit board again showed a rapid growth, and the output value of our printed circuit board industry recovered to an annual growth rate of about 30%. In 2005, the output value of the printed circuit board industry increased by about 31.4%.

The pace of economic growth slowed in 2007, and the recovery from the second half of 2003 to 2006 seems to have ended, but China's growth can still be achieved by the transfer of capacity from developed countries.

In recent years, the glass fiber industry in China (18.83,0.56,3.07%) has been developing vigorously. Its high-speed development power comes from the advanced pool kiln drawing technology. China's glass fiber industry has completely broken the foreign monopoly situation of advanced tank kiln drawing technology and main equipment, and fully realized the overall strategic goal of localization of complete sets of technology and equipment with independent intellectual property rights with Chinese characteristics, thus driving the great development of glass fiber industry.

In the past two years, the number and production capacity of pond kilns in China have been increasing at a rate of more than 30%, and the production capacity of electronic glass fiber cloth has also been developing at a corresponding speed. Aiming at the world's advanced level, China's electronic glass fiber industry has developed advanced productivity of non-alkali tank kiln wire drawing, built high-level non-alkali tank kiln wire drawing production lines and glass fiber products production lines, continued to compress the backward production capacity of ball drawing process, and realized product standards in line with international product standards. Pool kiln wire drawing has become a powerful driving force, promoting the upgrading of production technology in China's glass fiber industry, the independent innovation of domestic equipment, promoting the rapid growth of glass fiber industry.

Copper coated electronic glass fiber cloth is developing to thin to meet the requirements of short, small, light, thin, high density assembly of electronic products, and promote the development of multi-layer and super multi-layer circuit boards. Before 2000, the Chinese mainland copper cladding plate industry is using 7628 cloth (belong to the thick cloth), accounting for 80% of the total dosage, the use of 2116 and 1080 cloth (belong to the thin cloth) accounted for 20% of the total dosage has developed to the thick cloth accounted for 60%, the thin cloth accounted for 40%.

At present, in addition to 2116 and 1080, there are 8 specifications of 3313, 2313, 2113, 2112, 1505, 1500, 1086, 1065, and 2 specifications of very thin electronic cloth such as 1078 and 106. Therefore, it is urgent for electronic cloth manufacturers to accelerate the development of thin electronic cloth.