Circuit Board (PCB) Industry Analysis
First, the PCB industry tone
Ø In 2016, the scale of China's electronic information manufacturing industry was approximately RMB 12.2 trillion, an increase of 8.4%. Total profit of 646.4 billion yuan, a year-on-year increase of 16.1%;
Ø Key devices: IC with approximately US$338.9 billion, display with approximately US$119.5 billion, and circuit board with approximately US$65.6 billion;
Ø “Electronic +” under the steadily growing market total, intelligent and connected with all things;
Ø Customized B-B products are not prone to foaming, and non-differentiated B-B foams, resulting in excess capacity;
Ø Highly-dispersed industry, CR5=20%, CR10=32% (custom reason).
Soil thickening can grow a banker! In the context of such a big era, there will inevitably be some excellent companies, and it is not great to note that excellence is good. Below we first understand the whole industry situation.