subject: PCB analysis of industry-related companies and raw material Analysis-PCB, raw materials - the electronics industry [print this page] PCB analysis of industry-related companies and raw material Analysis-PCB, raw materials - the electronics industry
Electronic components are assembled with the substrate, the global annual output value reached 45 billion U.S. dollars, second only in the electronic industry Semiconductor Industry, while China's growth rate far higher than the industry average. Today, electronic products with each passing day, the price war has changed the structure of the supply chain, both cost and market advantages in China. PCB industry because of cost and the transfer of the downstream industry is gradually shifted to China, China is the most worldwide growth of the PCB market.
Low-end PCB (4 layers below) and relatively low barriers to entry, competition is relatively high and low concentration, the pressure of price reduction by the downstream machine, often face lower prices squeeze manufacturers keep the prices down. The high-end PCB (HDI, etc) technology, equipment, technology and other demanding, high barriers to entry, expansion cycle longer in short supply in China, state.
PCB manufacturers in China rapid expansion of production capacity, production is increasing, and product development to high-end, China's PCB manufacturers have room for growth.
CCL (CCL) and the downstream machine product across the PCB, the price transmission is not so direct, concentration is relatively high, higher bargaining power than the PCB, but the product uses a single lead to a strong dependence on the PCB; as low-end products and special needs of PCB board, resulting in low cost, and size of specific market segments of small manufacturers have living space, industry consolidation difficult. The implementation of large-scale manufacturers
CCL leadership strategy, a large expansion moves, the strong Always the Winner of the pattern to maintain the release of production concentrated in 2007 and 2008, but the first half of 2008 is the traditional off-season, hard to avoid price war . In the long term focus is a trend, but short-term pain of lost profits is inevitable.
Raw material price increases to the upstream manufacturers huge margin, together with the Chinese Government to strengthen the protection of the environment, accelerate the integration of the downstream industry, to raise entry barriers, weak competition, forcing companies out of business.
PCB The development of high-grade glass fiber manufacturers have increased production of electronic yarn, tulle electronic yarn industry to develop in the direction that the furnace plant in-house trend. E-cloth production scale depends on the size of the furnace, investment is large, a higher concentration.
Technological innovation, new industries and high demand needs of large customers the ability to track and protect the PCB manufacturer to obtain the key to high profits.
1, PCB industry chain and competitive analysis
(A) PCB industry chain analysis Printed circuit board (Printedcircuitboard, referred to as PCB) is the assembly of electronic components with the substrate, the substrate is scheduled in the general design and printing of the formation of point connection between the PCB components. The main features of the product is scheduled to make a variety of electronic components forming the circuit connection, the role of transmission from the relay, is the key to electronic interconnect electronics parts. Printed circuit board manufacturing quality, not only directly affect the reliability of electronic products, and products affecting the overall competitiveness of the system, so the printed circuit board to be known as "the mother of electronic system products." Printed circuit board industry, the development may to some extent reflect a country or region of the electronics industry speed the development of technical standards.
Glass fiber: glass fiber yarn by the silica sand and other raw material calcined in the kiln into liquid alloys by a very small nozzle into a fine glass fiber drawing, and then hundreds of root bound Jiaocheng glass fiber glass. Kiln building huge investment for capital-intensive industries, 30,000 tons of furnace required 400 million yuan, the new furnace needs 18 months, business cycle is difficult to grasp, and once the ignition must be 24-hour production, and over five years about half a year must be discontinued maintenance, entry and exit costs enormous.
Fiberglass cloth: glass fiber cloth is one of CCL's raw material, textile yarn made from glass, costs about 40% of CCL
