- Sep 13, 2017 -
PCB industry can be divided into three categories: rigid printed circuit board, soft printed circuit board and board. Soft printed circuit boards and plates are emerging industries, with only rigid PCB in the early stages of history. Despite the rapid growth of soft printed circuit boards and substrates in recent years, rigid PCB still accounts for 50% of the industry's total. There are also many rigid PCB suppliers are not less than the flexible printed circuit boards and substrates, the profit margin.
PCB industry is quite mature, the growth rate generally not exceed 6%. The output of rigid PCB manufacturers has been declining for a long time, and when the smartphone and tablet market showed surprisingly rapid growth in 2012, rigid printed circuit board suppliers experienced very difficult times. Rigid PCB manufacturers into a fierce price war, resulting in profit and income decline. At the same time, large PCB companies believe that the traditional rigid printed circuit board has not enough growth potential, so they began to turn their attention to soft printed circuit boards and substrates. In 2013, almost all of China's rigid PCB manufacturers outside the mainland to return to profitability, 2014 profit margin also rose sharply.
In the future, large PCB suppliers will focus on soft printed circuit boards and substrates, while maintaining the status quo for rigid PCB. The major expansion of the substrate manufacturers have xinxing, SEMCO, LG Ynt, $xmlesc, big Germany, Shennan Circuit, SIMMTECH. In addition some companies such as Zhending Technology, Youngpong and the great German GDS turn to the FPCB field. Only Ibiden will continue to focus on the development of rigid PCB. In addition, some large manufacturers directly into the field of EMS, such as health tripod technology and Han Yu Bo, these two are the largest notebook computer printed circuit board suppliers. This makes the future of traditional rigid printed circuit board demand and supply become more balanced, high-end arbitrary layer and HDI will be clearly in short supply.
In 2014, there was another reason for the accelerated recovery of the rigid PCB industry-the decline of the printed circuit board companies in Japan.
In November 2013, Panasonic announced that it would significantly reduce PCB capacity globally, with 90% of the global capacity shutdown by the first quarter of 2015. In 2013, Panasonic's PCB business revenue, mainly related to ALIVH's research and development (arbitrary layer gap through hole) smartphone applications, about $310 million. In March 2013, Panasonic reported reducing its capacity in printed circuit boards in Taiwan and Vietnam. The company set up a factory in Xiang Taoyuan County in mid-March 2012 to scramble for HTC orders. However, in 2013, HTC's shipments fell sharply, leading to a decline in capacity utilization, and decided to exit the market.
Still, Japan's auto board supplier, CMK, has followed suit, announcing in January 2014 that it would close its PCB factory Sls SANKO4 month 30th, while in 2014 it would suspend the production of ALIVH products from the multi-layer printed circuit board of the handset. At present, it is a separate use of ALIVH technology in Austrian AT&S.
The Japanese printed circuit board also showed a trend towards mergers and acquisitions, and Nec-toppan acquired Kyocera in August 2013. Fujitsu is also highly likely to sell its PCB business. Chang Electronics may be merged with Hitachi's PCB business.