PCB industry views conservative in 2019, new application introduction progress is obvious
Addtime：2020-08-08
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From the application point of view, in addition to the mobile phone and consumer electronic products which have always performed well, the server and Netcom products have sprung up this year due to the substantial increase in the demand for data center and high-speed high-speed transmission. In the past, PCB factories with Nb as the main application have made significant revenue growth in this business.
In the past, the hard board manufacturers mainly based on Nb, because of the similar production management details, it is really easier to transform to server products, and the demand for servers does have the opportunity to continue to grow in 2019. Compared with consumer electronic products, the future prospects are relatively clear.
Another area of concern is automotive electronics. Although new technologies such as ADAS and electric vehicles have grown very fast in the past few years, the PCB industry has indeed felt the increase in demand, especially the growth of radar related products is relatively obvious. However, most of these new applications have not yet been popularized to medium-sized or even lower models, and the market expansion has become a bottleneck.
Automobile PCB manufacturers point out that in the case of slow growth of new applications and little change in the total demand for new vehicles in 2019, the growth strength of the overall car market may slow down to about 2%, so the growth of Automotive PCB should be limited in the short term.
The big environment is hard to predict. The PCB industry has conservative views
Compared with the optimistic attitude of the PCB industry in the past few months, the view of the PCB industry in 2019 is much more conservative, and the treacherous situation full of uncertainty is naturally the key. For the PCB industry, tariff is not the part to be worried about, and the transfer of production capacity will not be considered by the PCB industry. Whether the trade war will impact the global economy and weaken the economy is the key to affect the PCB industry.
If it goes to the worst, Huawei will also be subject to embargoes and sanctions, which will hit the progress of domestic 5g infrastructure construction, and further delay the application schedule of global 5g application business opportunities. Such long-term follow-up effects will make the PCB industry hold a conservative view of the future.
In addition to the uncertain factors in the general environment, the growth stagnation of the mobile phone market is also a big problem, especially Apple's new machine sales in 2018
In the past, the hard board manufacturers mainly based on Nb, because of the similar production management details, it is really easier to transform to server products, and the demand for servers does have the opportunity to continue to grow in 2019. Compared with consumer electronic products, the future prospects are relatively clear.
Another area of concern is automotive electronics. Although new technologies such as ADAS and electric vehicles have grown very fast in the past few years, the PCB industry has indeed felt the increase in demand, especially the growth of radar related products is relatively obvious. However, most of these new applications have not yet been popularized to medium-sized or even lower models, and the market expansion has become a bottleneck.
Automobile PCB manufacturers point out that in the case of slow growth of new applications and little change in the total demand for new vehicles in 2019, the growth strength of the overall car market may slow down to about 2%, so the growth of Automotive PCB should be limited in the short term.
The big environment is hard to predict. The PCB industry has conservative views
Compared with the optimistic attitude of the PCB industry in the past few months, the view of the PCB industry in 2019 is much more conservative, and the treacherous situation full of uncertainty is naturally the key. For the PCB industry, tariff is not the part to be worried about, and the transfer of production capacity will not be considered by the PCB industry. Whether the trade war will impact the global economy and weaken the economy is the key to affect the PCB industry.
If it goes to the worst, Huawei will also be subject to embargoes and sanctions, which will hit the progress of domestic 5g infrastructure construction, and further delay the application schedule of global 5g application business opportunities. Such long-term follow-up effects will make the PCB industry hold a conservative view of the future.
In addition to the uncertain factors in the general environment, the growth stagnation of the mobile phone market is also a big problem, especially Apple's new machine sales in 2018