The Mainland China PCB industry morphology undergoing changes
SJ Techologies Ltd
-------------------------------------------------- -------------------------------------------------- ----
Time: 2012-9-19
While the 12th Five-Year Plan mainland China actively promote industrial structure and institutional adjustment,
contingent still could not change in a short period of time, the Chinese mainland is the positioning of the production
base of the world's leading electronics manufacturing, printed circuit board (PCB) is all electronic products most
essential key components and end products is closely related to the Chinese mainland has been ranked the world's
major PCB production base; According to ITRI IEK Statistics, in 2011 the global PCB output value of 59.15 billion U.S. dollars,
of which the Chinese mainland accounted for 43.1% (global 40.3 in 2010), followed by Japan (16.0%) (2010 accounted for 18%
of the world), 12.3% (in 2010 accounted for 12.8% of the world).
Mainland China to produce market needs the most amount of
multilayer products up to 56% the proportion of the overall PCB production accounted for mainland China in 2010, the main
lock applications include:
PC, NB, communications, consumer electronics ... etc.; FPC, HDI ranked second, third largest
production products, the action of the main applications in mobile phones and other devices; still far behind Japan, Taiwan,
South Korea and other regions in the IC substrate part. Can learn from the above data, at this stage, the Chinese mainland
due to the global electronics production base, global PCB production have been toward the Chinese mainland mobile and layout
of the value chain, the formation of PCB production value of mainland China has been ranked for the whole first;
However,
in downstream applications part of the product is more concentrated in low-level: including personal computer, NB, consumer
electronics, thus corresponding to the proportion of PCB products towards the concentration of low-end products, including
the traditional multi-layer rigid board compared to other advanced countries, still overweight, and over half or more.
However, due to the rise of mainland China domestic market, as well as catch up PCB plant native land owned mainland China
PCB industry morphology gradually showing changes, which can be summarized as three key trends:
Trend: active life cycle becomes shorter due to the diversification of consumer electronic products, one-stop service,
resulting in products towards less high customization, and thus the mainland the PCB factory are active in this field
carried out a niche the type competition;-stop service advantages: including small and medium-volume PCB manufacturing
optimized to reduce the human cost of the customer input PCB design, suitable for rapid production center batch template;
however, has its limitations, including small and medium-volume production in the existing company, contingent in large
quantities in the lack of capacity support, than to be diverted to the production by other companies, resulting in the
production line conversion costs; the stop service processing customer number, diversity and miscellaneous properties,
caused by PCB manufacturers in the management of the difficulty, and the application also lock a small amount of diversity
applications. Including Shennan Circuits Fastprint, Zhuhai Founder Zhuhai Motomori electronic etc., have been actively
layout-stop Allegro.
Trends: Miss continued into coastal layout
Shift from 2008, led by Chongqing computer production base, is an important trend for electronic components, including HP,
Dell and other international brands have the layout of the west, so bring the foundries, including Hon Hai, Compal, Wistron,
from the coastal areas to move to the west, and also indirectly led the Taiwan PCB plant in western layout, including:
HannStar Board, Tripod, Zhichao, China etc..
Currently most of the land are continuing to invest coastal layout, including the Founder, Shantou Ultrasonic Motomori,
full-Po and other electronic Hirotoshi selected Dafeng, Jiangsu expansion., Shennan Circuits same Nantong, Jiangsu and Wuxi
set up factories . The land main consideration, including whether the market demand can really support the setting up factories
scale inland flow of talent management also has its problems, the overall business environment, including wastewater discharge
license, there is space.
Although wages and coastal areas there is a gap between inland areas, but in the part of the quality of personnel needs
for management difficulties resulting, for example, need 10 people on finalizing the production line of a certain period
in the coastal factories inland factory the same period of the production line is the completion of the 15 people force
Although the average wage is lower, but the overall sum up the human cost and do not compare the savings; another MEGATONE
not go inland layout focus is customer relationship; the Lu-owned plant customers are concentrated in the the Miss Capital
soil small and medium-sized electronics factory, most of these electronics factory located in the South China and East China,
not displaced demand, and therefore the land owned PCB plant is not much incentive to move inland. Really want to move,
most of the mergers and acquisitions to achieve, such as Zhuhai Founder factory in Chongqing is through mergers and acquisitions,
the layout also includes Guangdong Shengyi Group is also true, generally in inland instead of Taiwan businessmen to re-establish
a new production line.
Three trends: the rise of the Chinese mainland domestic market of smart phones and next generation mobile communications infrastructure
2012 global smart phone market is estimated to reach 675 million, mainland China, accounting for about 20% to 132 million,
estimated to mainland China in 2016 smart phone market will be more than 300 million, can be seen in mainland China global
electronic components manufacturer in the smart phone market has become a battleground, the next largest growth momentum of
the global smart phone market will come from mainland China, which in addition to international brands, including Apple,
Samsung, ZTE, Huawei will play local smart phone brand storming troops of the Chinese mainland in the future.
Local brands, ZTE, Huawei and other Chinese mainland in the past have a profound and long-term cooperative relationship
with Miss PCB factory, and therefore the timing of the rise in this wave of smart phone market, the land owned PCB factory
of course, will not miss, and even seek further cooperation is possible through official relations.
v
The mainland 3G smart phone market in April 2012, City of 22.75% by Samsung accounted dominate, and continue to grow followed
Coolpad, Huawei, Lenovo and ZTE, market share are down 1 percent, hands grabbed about 4 into the market share, of which up
to cool growth and ranks second from February 5.
Mainland carriers start thousands of smart phone strategy, completely rewritten the the the mainland 3G smart phone competition
pattern; including ZTE, Huawei, Lenovo, Coolpad continued to invest in low-cost intelligent mobile phone, will be less than one
thousand yuan future focus on theater.
IEK View
PCB industry in mainland China in the past due to technical gap, the degree of internationalization is weak, the overall
industry performance leader in still a big paragraph; However, due to the rise of local brands in mainland China, the past
continued cooperation with mainland Chinese brand factory land owned PCB factory would like to take this opportunity to move
towards growth stage, held the best tool for customer relationship is land owned PCB factory; international progressing towards
its own brand in China, however, the product also actively layout of the high-end market has become land PCB factory important test,
it is also the timing of Taiwan's PCB manufacturers can actively cut.
