One of the depth of the PCB series in 2022: Important Stone of the Electronic Industry

One of the depth of the PCB series in 2022: Important Stone of the Electronic Industry

One of the depth of the PCB series in 2022

Important cornerstone of the electronic industry

The production capacity has risen to the west, and domestic players have continued to increase: In 2008, China's PCB output value accounted for 31 % of the world's global; by 2017, the output value of PCB in China (mainland and Taiwan) accounted for more than 50 % of the global output value. Global PCB output values are gradually gradual. Movement to China, the process of domesticization gradually accelerated. According to PR NewsWire data, the PCB market share in mainland China remained above 50 % in 2020, steadily increased to 53.80 % in 2020.

PCB downstream applications are widely used. It is recommended to pay attention to the high prosperity segmentation track: PCB is the main support body of electronic components, and its downstream applications are widely used, mainly including communication equipment, industrial control medical care, aerospace, automotive electronics, computers and other fields. We recommend paying attention to the track and technical card position: First of all, from the track selection, as the penetration rate of new energy vehicles continues to increase, the demand for automobile PCB boards has steadily increased, and the high prosperity continues to be expected in the future. Secondly, from the perspective of technical card positions, it is continuously optimistic about HDI, SLP, and IC carrier boards. It is recommended to pay attention to domestic players with production capacity, technology and product layout.

Cost pressure links, demand improvement, PCB manufacturers 'performance gradually improved: In the first three quarters of 2021, PCB players' performance improved significantly. Driven by the demand of IC boards and car boards, Players such as Chongda, Xingsen, and Shennan steadily improved upward. Essence We believe that with the gradual relief of the cost pressure of raw materials, the needs of automobiles, servers, IC carrier boards and other needs will drive PCB manufacturers' performance steadily.