[Industry News] 5G saved PCB? Circuit board supply chain says epidemic does not affect stable industry shipments

Many industries and industry chains have been affected due to the new coronavirus epidemic, such as mobile phones. According to a previous report by Guo Mingyu, due to the impact of the epidemic, iPhone production has slowed down, making shipments in the first quarter The amount will drop by about 10%. However, on the PCB industry side in Taiwan, according to industry insiders, despite the outbreak of new coronavirus flu, PCB shipments are still optimistic because China is actively constructing 5G infrastructure. The impact is limited.

 

According to digitimes reports, sources commented that the consumer terminal market is volatile and the continuation of the new coronavirus epidemic will definitely curb consumer buying sentiment, which will affect shipments of products such as mobile phones, mobile devices and laptops. However, this is not the case for the 5G infrastructure market, because customers will only postpone rather than cut orders. Although shipments are not expected to rebound to normal levels in the short term, they may rebound as early as the second quarter of this year.

 

According to statistics released by Prismark in 19, Taiwan ’s total PCB output value in 2018 was US $ 62.4 billion, accounting for 31.3% of the world ’s largest market share, while mainland China accounted for 23%, exceeding Japan ’s 20% market share Become the second largest PCB production area in the world.

 

As of the end of 2018, 13 of the world's top 30 PCB board manufacturer were from Taiwan, and 5 of the top 10 rankings were from Taiwan, China. They are Zhending Technology, Xinxing Electronics, Huatong Computer, Jianding Technology and Hanyu Broad. These manufacturers are slightly different in the field of PCB application, and their customers are mostly first-tier brand suppliers in different fields.