Printed circuit board industry standards issued PCB industry entry threshold increased
Not long ago, the Ministry of Industry and Information Technology promulgated the standard conditions for the printed circuit board industry (hereinafter referred to as "the standard conditions") and the interim measures for the administration of the announcement of the standard for the printed circuit board industry, which came into force on February 1 this year. The document specified that:
1. Standard conditions encourage the development of printed circuit board industry, build industrial parks with complete supporting equipment, and guide enterprises to retreat into the park. Strictly control the new low level of technology simply to expand the capacity of the printed circuit board project.
2. In terms of production scale and technology, the specification conditions require enterprises to have independent production, sales and service capabilities of printed circuit board products; The r&d expenditure shall not be less than 3% of the income of the enterprise's main business in the same year, and the enterprise shall be encouraged to acquire the qualification of high-tech enterprise or research and development institutions and technology centers at or above the provincial level. The products produced have technical patents; The actual output of the previous year shall not be less than 50% of the actual capacity when the enterprise declares.
3. The standard conditions also put forward requirements on the per capita output value of the existing enterprises, the investment scale and input-output ratio of the new construction, renovation and expansion projects, enterprises and project technology. In terms of quality management, the enterprise should establish and constantly improve the measurement management system, which is capable of electrical testing, dimensional measurement, automatic optical testing (except single panel) and other testing capabilities. Enterprises are encouraged to equip with high and low temperature cycle, temperature impact, humidity and heat and other environmental adaptability test capabilities, and pass the measurement management system certification.
PCB is the mother of electronic products, also known as printed circuit board, is an important electronic component, is the support body of electronic components, is the carrier of electrical connection of electronic components. Electronic equipment using printed board, because of the same type of printed board consistency, so as to avoid manual wiring error, and electronic components can be automatically inserted or pasted, automatic solder, automatic detection, to ensure the quality of electronic equipment, improve labor productivity, reduce the cost, and facilitate maintenance.
The global PCB industry has been growing steadily for many years. In 2018, the output value of the global PCB market reached 56.68 billion us dollars, with an increase of 7.3% compared with 2017. It is estimated that the global PCB market size will reach 68.8 billion us dollars in 2022, with an annual compound growth of 4.0% from 2017 to 2022. In recent years, as the global electronics industry has shifted to China, the focus of PCB industry has also shifted to the mainland. Before 2000, 70% of global PCB production value was distributed in Europe, America (mainly North America), Japan and other three regions. With the continuous transfer of production capacity, Asia has become a major global PCB supply base with a total output of nearly 90% of the world, and the mainland has become the region with the highest production capacity of PCB in the world.
From the perspective of the internal structure of PCB industry, high-end PCB products have great room for growth, among which multilayer board, FPC(flexible circuit board) and HDI(high-density circuit board) are the main forces in the market. In 2017, the total proportion of multilayer board, FPC(flexible circuit board) and HDI(high density circuit board) was as high as 74%.
From the perspective of PCB demand, the cycle of various PCB products is mainly related to the terminal demand. At present, communication base station, automotive electronics and consumer electronics are the main application fields driving the steady growth of PCB industry.
Automotive electronics, in recent years have maintained an annual growth rate of more than 15%, which also drives the automotive PCB market up.
In terms of communication base stations, the three major operators added about 500,000 4G base stations in 2018, and the total number of base stations has exceeded 4.4 million. It is estimated that the number of new base stations in 2019 will not exceed 300,000. In view of this, the total investment in 4G networks of the three major operators is expected to be 99 billion yuan in 2019, down 6% from 2018. Meanwhile, investment in 5G construction in China will continue to grow, reaching 705 billion yuan. Compared with the 2G~4G communication system, 5G will make more use of the 3000-5000mhz and MMW frequency bands, and require the data transmission rate to be increased by more than 10 times. The commercial use of 5G will adopt ultra-dense small base stations, and the number of base stations will be 2~3 times that of 4G base stations. The construction of new generation communication infrastructure will bring the demand for large area, high frequency and high level PCB.
In terms of consumer electronics, first, high-end smart phone innovation and upgrading, comprehensive screen, 3Dsensing and other innovative appearance and function components have directly increased the demand for single FPC board. Second, the service and storage market in the computer field has started to improve, driving the output value of the entire computer system to further expand. As cloud, data center and artificial intelligence all require huge storage space and powerful computing power, the scale of service/storage market will grow rapidly with the gradual penetration of the Internet of things in the future. Computer PCB is mainly used for graphics card with 6~16 layers of multilayer board and memory chip packaging substrate requirements. These two areas of consumer electronics for PCB production value of the pull effect will continue.
The release of this document will help PCB industry to reduce low-end production capacity, improve the entry threshold of PCB industry, and the concentration of domestic PCB industry will be significantly improved in the future.
