The introduction of HDI is expected to speed up with the coming of NB thinning trend
Whether the impact of NB market will last until 2021 will be highly concerned by the outside world due to the housing economic demand brought by the epidemic. However, from the observation of terminal market and supply chain operators on THE NB market in 2021, thinness may be the mainstream of NB new product design, and such a trend will drive all relevant components towards the direction of thinness design. In the PCB field, there is an opportunity to accelerate the HDI introduction speed, thus prompting major NB board manufacturers to accelerate the HDI layout, and at the same time, there is an opportunity for more operators with HDI capacity to enter the market.
Related PCB factory, according to previous supply chain for the market in 2021 has been not too optimistic, mainly because the consumer strength is too strong, 2020 is likely to have a purchase in advance effect to the 2021 decline in market demand, but review 2020 hot market, there are a lot of demand comes from the needn't have bought NB of consumer, and outside base had suddenly come out of the new requirements.Therefore, NB's consumption base disk will not change much in 2021. In fact, when working from home becomes the new normal gradually, NB's base disk will have a chance to grow up.
Is foreseeable, business and education still is the mainstream of the NB is under the outbreak source of demand, and consumers in these markets, the demand for NB is a lightweight, indeed to lightweight means HDI as motherboard technology usage will be further increased, also filled the PCB supply chain for NB in 2021 is expected to become a new growth momentum of HDI market speculation.
Apple MacBook has long introduced HDI as the motherboard technology, including Huatong, Xinxing, Jianding and other companies have been long-term partners, and recently Yaohua has gradually increased its market share in this field.
With Apple taking advantage of both the home economy and its own chip boom to ramp up shipments, all of these players will clearly see growth in their businesses in 2020.
Rather than the speed of the introduction of apple brand, PCB manufacturers are highly looking forward to the new business opportunities. Relevant manufacturers stressed that NB motherboard import HDI is inevitable trend, just now it seems the import of velocity might be quicker than originally expected, epidemic nature is one of the big driving force, on the other hand PC chip specifications and operation requirements of speed is very fast, let the HDI itself fine lines and technical characteristics of high density has a larger play space, now in addition to two of the traditional U.S. customers import speed increased, the department in customer for HDI technology of products is also quite happy with the performance, also have the opportunity to improve the import scale.
In order not to lose the new market to traditional HDI giants Such as Huatong and Jianding, NB board manufacturers such as Hanyu Bode, Zhichao and Jinxiangdian, which mainly focus on multi-layer hard boards, have the intention to further enlarge HDI production capacity to expand customer service capacity in 2021 in addition to the relevant deployment in technical aspects.
Hannbold recently pointed out that although it has always been cautious about large-scale investment, the board of directors did discuss whether it is necessary to further expand the capacity for HDI. Although Jianding did not target NB single application, it also announced that it might increase the expansion of HDI according to market changes in 2021.