Views: 1 Author: Site Editor Publish Time: 2021-08-23 Origin: 玻璃纤维专业情报信息网
1. The competitive landscape of the global PCB market
The PCB products made in the United States are mainly high-multilayer, HDI and flexible boards. Most of the other low-end PCBs have been transferred to the Asia-Pacific region. The competitive advantages of local products in the United States are mainly reflected in high-end products and some specific product areas, such as aviation and Military PCBs, high-end PCBs for medical electronics, etc.; Europe mainly focuses on high-value, small-batch PCB products, which are mainly for the European market and serve the European industrial instrumentation and control, medical, aerospace, and automotive industries; Japan is also one of the global PCB production bases, leading in technology. Its market presents a three-tiered situation of multilayer boards, flexible boards and packaging substrates. Manufacturers mainly use high technology to provide value-added services. Japan currently uses Qisheng and Sumitomo Electric, etc. Large-scale manufacturers dominate the global mid-to-high-end FPC market; in addition to Europe, the United States, and Japan, Taiwan is dominated by high-end HDI, IC substrates, and similar substrates, occupying a certain position in the global PCB market.
At present, global PCB production is mainly concentrated in China, Japan, and Taiwan. China is currently the region with the largest PCB production in the world, and Japan is the world’s largest high-end PCB producer. Its products are high-end HDI boards, packaging substrates, and high-end The main layer is flexible board. The PCB production capacity in the United States and Europe has basically been transferred to China, Taiwan and other Asian regions. The capacity reserved in this region is mainly research and development, and the products are mainly high-tech prototypes and allegro. There is still a certain gap in the overall technical level of Chinese local PCB manufacturers compared with the United States, Japan, and Taiwan. However, with the transfer of global PCB production capacity to China and the rapid improvement of the R&D capabilities of Chinese local companies, Chinese local companies are in high-end HDI The production technology and production capacity of high-end products such as boards, packaging substrates, and high-layer flexible boards have achieved rapid improvement.
2. Changes in industry profit levels
There are many types of PCB products, a wide range of application fields, a high degree of customization, and the competitive landscape of downstream industries is relatively fragmented. In terms of product types, there are many PCB market segments, and various PCB products are different in usage scenarios, performance, materials, electrical characteristics, and functional design. Basically no manufacturer can occupy a leading position in each product line; In terms of the degree of customization, each manufacturer needs to adjust the thickness, material, line width and aperture of the substrate; in addition, the downstream industries of the PCB industry are very scattered, consumer electronics, computers, communications, automobiles, industrial control and medical care are all related to electronics. PCBs are needed in all areas, and they are not particularly concentrated in a certain area.
(1) The price of raw materials directly affects the production cost of PCB, thereby affecting the profit level of the industry
The main raw materials of PCB products include copper clad laminate, copper balls, copper foil, gold salt, prepreg (PP), ink, dry film, tin balls, etc. The purchase prices of copper clad laminate, copper foil, and copper balls are highly related to the trend of international copper prices. Therefore, changes in the international copper price will affect the purchase unit price of the main raw materials of PCB manufacturers, which in turn affects their production costs, and ultimately affects the profit level of industry enterprises.
(2) Different application markets affect profit levels
Different downstream industries have different customization requirements for PCB products, so the market segment positioning of PCB manufacturing companies will also affect their profit levels. For example, downstream industries such as automotive electronics, military/aerospace, medical, etc. require high precision and reliability of PCBs, and the added value of products is high, so that PCB manufacturers positioned in these market segments can obtain relatively high profit margins. . In addition, the industry position of PCB manufacturing companies in the market segments will determine their right to speak in the upstream and downstream industry chains. Leading companies in the market segments have strong upstream and downstream bargaining power and strong ability to transfer costs. Higher profits for enterprises.
(3) Factors such as process technology, production equipment and management capabilities will also have a greater impact on the level of profit
PCB manufacturing companies with strong comprehensive strength can continuously improve production efficiency, reduce production costs, and enhance customer stickiness by participating in customer front-end design, improving R&D capabilities and process levels, and improving management systems, so as to promote the continuous improvement of corporate profitability; and Some companies with low technology R&D level and small production scale have lower bargaining power in the upstream and downstream. After upstream raw material suppliers raise prices, companies generally cannot pass on the cost of raw material price increases to downstream customers in a short period of time, facing market competition More intense, the profit level is limited.
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We will do our best to help and support you. Hebei Yuniu Fiberglass Manufacturing Company Limited is a fiberglass material manufacturer with over 10-year experience, 7- year exporting experience.
We are manufacturer of fiberglass raw materials, Such asfiberglass roving, fiberglass yarn, fiberglass chopped strand mat, fiberglass chopped strands, fiberglass black mat, fiberglass woven roving, fiberglass fabric, fiberglass cloth..And so on.
If any needs, please contact us freely.
We will do our best to help and support you.
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