source:Other information release time:2023-12-19 Hits: Popular:PCB Assembly company
Cost reduction and killer applications provide growth momentum
The profit level of the PCB industry mainly depends on two factors: first, the purchase price of upstream raw materials in the PCB industry determines the material cost of PCB; second, the market demand of downstream PC and peripheral products, consumer electronics, network communications, automotive electronics and other industries.
Some exhibitors said that this year they have great advantages in terms of cost alone. For example, the main raw materials of PCB include copper foil, fiberglass cloth and resin, among which copper foil accounts for about 15% of the production cost; in addition, Boards and some PCB products use gold salt electroplating, and gold also accounts for a certain amount of cost. However, gold and copper prices have remained weak this year, which will help relieve cost pressure.
In addition, from an application perspective, the launch of many new products such as Apple's iPhone and iWatch will be a major boon to the entire PCB industry. First of all, in the large-size iPhone part, there will be a huge demand for HDI boards and FPCBs. A substantial increase, especially for HDI boards, may even lead to a tight supply and demand situation. In addition, from the demand side, with the increasingly powerful functions of smartphones, in the past, low-end and mid-range smartphones only used three-layer ANY LAYER boards, but now they also use ten-layer boards compared to high-end models. The demand for HDI boards will increase significantly; As for the supply side, Japanese manufacturers have successively shut down HDI board production lines, and Korean HDI board suppliers also had fires in March. In addition, the new production capacity of HDI boards is limited, and the market is expected to supply and demand. There will be bottlenecks, which is a good opportunity for companies that want to break into the supply chain.
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