Electronic Products Demand Burn PCB Manufacturers Strong Appetite Increases ​

Affected by the rising price of raw materials, PCB (printed circuit board) strong price expectations. Shennan circuit released on June 4th investor activity records revealed that some recent raw material prices, the company will strengthen communication to negotiate with suppliers, customers, common face material price pressures. Worship of technology and the Xing sen said the interactive platform of science and technology, will adjust the PCB product price according to the raw material price fluctuations.

PCB upstream raw materials already lasts from the end of 2020 up to now, overbooked, rob capacity, raw material is the norm. Tight end demand high, the upstream raw material supply problem also short-term hard, see electronic products of the traditional peak season is coming, if demand constant, does not rule out the third quarter also has the potential to rise further.

Electronic products demand rebound

PCB high-speed growth

PCB is the support of electronic components, in all kinds of electronic products is an integral part of. Last year, after a global outbreak gradual recovery pent-up consumer demand rapid rebound, PCB industry as a whole for rapid growth. Downstream industries, such as laptop, mobile phone shipments soared, with 2020 global notebook shipments of 200 million units, up 22.5%; The first four months of this year, the domestic mobile phone market overall shipments of accumulative total 125 million units, up 38.4% from a year earlier

Downstream products increased, drive PCB demand. After the year-on-year growth of 6.4% in 2020, industry research institutions will Prismark PCB industry output value from the previous forecast in 2021 year-on-year growth of 8.6% to 14%, the top 40 PCB supplier revenues grew by 29%, to $17.8 billion. It considers the market growth this year to force mainly comes from the sound market demand (telecommunications, consumer electronics, electric vehicles, etc.), technology upgrade and the recovery of the supply chain

In terms of segmentation, 5 g commercial become the new growth point for smartphones, 5 g handset shipments increase drive high-end PCB demand, the demand will further expand the server 5 g construction at the same time, for upgrading the server products, services to smell PCB market is expected to continue to expand.

On-board PCB also are expected to usher in a sustained, rapid growth. The Pacific securities believes that PCB in the car with a variety of scenarios, in electric, intelligent and lightweight trend, even compared with the traditional senior fuel vehicles, bicycle to the dosage of the PCB will also be improved, and as part of the vehicle performance of PCB is closely related to car safety driving, driving in the process of impact on the bearing capacity of the PCB requirement is very strict, combined with the car companies to produce The sensitivity of the character can is better than the sensitivity of the price, the average value of these factors make on-board PCB is higher.