PCB industry can be divided into three categories: rigid printed circuit boards, flexible printed circuit boards and carrier board. Soft printed circuit boards and carrier board is a new industry, in the early stages of history only rigid PCB. Despite the rapid growth of flexible printed circuit boards and substrates in recent years, rigid PCBs still account for 50% of the industry's total. There are many rigid PCB suppliers have received less than the flexible printed circuit board and substrate less profit margins.
PCB industry is quite mature, the growth rate is generally not more than 6%. Rigid PCB manufacturers have fallen for a long time, the smart phone and tablet PC market in 2012 showed a surprising rapid growth, rigid printed circuit board suppliers have experienced a very difficult period. Rigid PCB manufacturers into a fierce price war, leading to a decline in profits and income. At the same time, large PCB companies believe that the traditional rigid printed circuit boards have not had enough growth potential, so they began to turn their attention to soft printed circuit boards and substrates. In 2013, almost all of the rigid Chinese mainland manufacturers are profitable, 2014 profit margins also increased significantly.
In the future, large printed circuit board suppliers will focus on soft printed circuit boards and substrates, while maintaining rigid PCB status. The major expansion of the substrate manufacturers are pleased, SEMCO, LG Enoch, Otters, Dade, Shennan circuit, SIMMTECH. In addition, some companies such as ZhenDing technology, YoungPong and Dade GDS to FPCB field. Only Ibiden will continue to focus on the development of rigid PCBs. In addition, some large manufacturers directly into the EMS field, such as Jian Ding Technology and HannStar Bode, the two are the largest notebook computer printed circuit board suppliers. This makes the future of traditional rigid printed circuit board demand and supply becomes more balanced, high-end arbitrary layer and HDI will be clearly in short supply.
In 2014, the accelerated recovery of the rigid PCB industry also had another reason - the decline of the Japanese printed circuit board business.
In November 2013, Japan's Matsushita announced that it would significantly reduce PCB production capacity in the world, by the first quarter of 2015, 90% of global production shut down by. In 2013, Panasonic's PCB business revenue, mainly related to ALIVH R & D (any layer of slotted through-hole) smart phone applications, about $ 310 million. In March 2013, Panasonic reported that its production capacity in printed circuit boards in Taiwan and Vietnam has been reduced. In mid-March 2012 the company set up a factory in Taiyuan Township Taoyuan County, this is to compete for HTC's orders. However, in 2013, HTC shipments fell sharply, resulting in decreased capacity utilization, so decided to withdraw from the market.
Despite this, Japan's automotive board supplier CMK has also followed suit and announced in January 2014 that it will shut down its PCB factory Yamanashi SANKO April 30, 2014 at the same time, will suspend production of mobile phone multilayer printed circuit board ALIVH products The At present, it is the Austrian AT & S alone using ALIVH technology.
Japan's printed circuit boards also show the trend of mergers and acquisitions, August 2011 NEC-TOPPAN acquired Kyocera. Fujitsu is also very likely to sell its PCB business. Dachang Electronics may merge with Hitachi's PCB business.