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Communication PCB industry depth report

Nov 17,2020

From the perspective of industry, 5g industry has entered a high business cycle. From the perspective of the current industrial evolution, 5g market is about to enter a period of high investment in construction. Because of the industrial attribute and the penetration into every corner in the future, the whole world is seizing the commanding height of 5g, which is also the fundamental reason for the Huawei incident.

According to relevant estimates, the consumption of PCB for a single 5g base station is about 3.21 m2, which is 1.76 times of that for a 4G base station (1.825 m2). At the same time, due to the higher frequency of 5g communication and the greater demand for PCB performance, the unit price of PCB for 5g base station is higher than that for 4G base station. In general, the value of PCB for a single 5g base station in the 5g era is about three times that in the 4G era.

In addition, due to the higher spectrum of 5g, the coverage of base stations is smaller. It is estimated that domestic 5g base stations will be 1.2-1.5 times of 4G base stations, and more small base stations will be provided. Therefore, the total number of base stations brought by 5g will be much more than 4G. It is estimated that the new increment of domestic 5g macro base stations in the peak period of 5g construction in 2023 will be 1.5 times of the peak period of 4G construction in 2015. According to comprehensive calculation, the market scale of communication PCB industry for base station in the next few years is about 5-26 billion. Compared with the market of 5-9 billion in 4G era, the PCB industry for base station in recent years is undoubtedly explosive growth.

Three development trends of PCB industry in the future

1. The trend of "large scale and centralization" of PCB industry enterprises is emerging day by day;

2. The development of communication electronics, consumer electronics, automotive electronics, industry, medical and other downstream applications drives the development of PCB industry;

3. SLP will become a must for large PCB manufacturers, and the trend of high-level PCB is becoming more and more obvious.

In recent years, a number of enterprises in China's PCB market, which have begun to take shape and have certain technological leading strength, have begun to turn to relatively high-end PCB products, such as flexible printed circuit board, HDI and high multilayer printed circuit board. In addition, the rapid rise of China's local smart phone brands in recent years has driven the rapid development of some domestic PCB enterprises. Relying on the good cooperative relationship with domestic customers, local PCB enterprises are expanding their production and marketing scale, and actively exploring the high-end PCB product market. According to prismark's data, the output value of China's PCB industry reached US $29.73 billion in 2017, with a year-on-year growth of 9.6%. It is expected that the output value of China's PCB industry will reach US $35.69 billion in 2022, with a growth rate significantly higher than that of the global PCB industry.

Established in 1986, Changzhou hongshengda Electronic Equipment Co., Ltd. (formerly Changzhou Lida Electronic Equipment Co., Ltd.) is a veteran enterprise in the PCB industry. For more than 30 years, the company has grown from small to large, and has many engineering and technical personnel and production technicians. From the initial production of single panel PCB equipment, it has gradually developed into a professional