China PCB Cyclical Analysis and Forecast

The cycle of PCB has become stable. It used to be affected by the cycle of computers, but now the products are diversified. It will not cause the entire market to decline because the production and sales of one or two electronic products are not prosperous.

The cyclicality of the printed circuit board industry is not obvious, mainly due to macroeconomic fluctuations. Since the 1990s, my country’s printed circuit board industry has maintained a rapid growth of about 30% for many years.

From 2001 to 2002, affected by factors such as the slowdown of world economic growth, the growth rate of my country’s printed circuit board industry has dropped significantly. In 2001 and 2002, the industry output value increased by less than 5% year-on-year.

After 2003, with the recovery of the global economy and the emergence and wide application of emerging electronic products, the demand for printed circuit boards has grown rapidly again, and the output value of my country’s printed circuit board industry has recovered to an annual growth rate of about 30%. In 2005, the output value of my country’s printed circuit board industry increased by about 31.4% year on year.

In 2007, the pace of economic growth slowed down, and the recovery from the second half of 2003 to 2006 seems to have come to an end, but China’s growth can still be achieved by the transfer of production capacity from developed countries.

In recent years, China’s glass fiber ( 17.59, -0.06, -0.34%) industry has developed vigorously, and its high-speed development power comes from the advanced pool kiln wire drawing technology. China’s glass fiber industry has completely broken the foreign monopoly on advanced pool kiln wire 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 glass fiber industry. great development.

In the past two years, the number and production capacity of kilns in China have been increasing at a rate of more than 30%, and the production capacity of electronic glass fiber cloth has also developed at a corresponding speed. China’s electronic glass fiber industry aims at the world’s advanced level, develops advanced production capacity of alkali-free kiln wire drawing, builds high-level alkali-free kiln wire drawing production lines and glass fiber product production lines, and continues to compress the backward production capacity of ball drawing process. In line with international product standards. Pool kiln wire drawing has become a powerful driving force, which has promoted the upgrading of production technology in China’s glass fiber industry, and the independent innovation of domestic equipment has promoted the rapid growth of the glass fiber industry.

Electronic glass fiber cloth for copper clad laminates is developing to thin, to meet the requirements of short, small, light, thin, high-density assembly of electronic products, and promote the development of circuit boards to multi-layer and super-multi-layer. Before 2000, the CCL industry in mainland my country used 7628 cloth (belonging to thick cloth), accounting for 80% of the total consumption, and using 2116 and 1080 cloth (belonging to thin cloth) accounted for 20% of the total consumption, and now it has developed to thick cloth, 60%, thin cloth 40%.

At present, in addition to 2116 and 1080, the thin electronic cloth specifications used by CCL manufacturers in mainland my country also have 8 specifications such as 3313, 2313, 2113, 2112, 1505, 1500, 1086, and 1065. 106 and other 2 specifications. Therefore, it is imperative for electronic cloth manufacturers to accelerate the research and development of thin electronic cloth.