How do PCB companies work together for the next golden decade?
By 2018, China’s total GDP will be 2018. Breaking through 90 trillion yuan, the main application industries are smart terminals and 4G networks are popular all over the world. Looking back at the industry development in the past 10 years, we should look at the road for the next decade.
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There have been several important changes in this decade, as follows:
The compound growth rate has reached 2.6% in 10 years: In 2008, the global PCB production value was 4.8 billion US dollars. By 2018, the output value is estimated to exceed 60 billion US dollars, with a compound growth rate of 2.6% in ten years. The industry cycle has two major characteristics, small cycle fluctuations, large cycle growth, and the upward cycle interval is gradually shortened to the five-year cycle in recent years.
Market: Still dominated by the 3C market, but the computer market has fallen sharply.
Industrial concentration has further improved: In 2018, the top ten global enterprises accounted for 33.2% of the global production capacity, an increase of 5.5 percentage points over 2008. In the past decade, the gap between the top ten output values has further widened.
The top ten new companies have entered the top 40 in the world: five of them are from local Chinese companies, such as Shennan, Jingwang, Chongda, Xingsen Technology and Shenghong Technology, which account for 50%. And the individualized development of the enterprise brings the core competitiveness.
The rapid growth of PCB has driven the development of CCL industry: the rapid development of PCB in China has promoted the development of CCL industry. Although the compound growth rate of CCL in the past 10 years has reached 8.4%, the import of materials is still greater than that of exports. High-end materials still need to rely on Imports, so the development of localized materials is still arduous.
PCB equipment also achieved significant growth: the compound compound growth rate reached 13.4%. In 2017, the investment amount of equipment accounted for 12.3% of the PCB output value of the year.
China's PCB has changed from import-based to export-oriented since 2014: In the past 10 years, the export value has accounted for more than 20% of the global PCB production value, and the export last year reached 15.28 billion US dollars.
The road to capital: In the past decade, in order to pursue the long-term value of the company, there are 35 companies in the mainland PCB industry listed on the A-share market. Two of them are from Taiwan-funded enterprises. The financing makes the ecology of the Chinese mainland industry more dynamic and competitive. force.
The company attaches great importance to R&D and technological energy enhancement: For example, product technology continues to move toward high density, high integration and high frequency and high speed.
Towards intelligence: This decade has also gradually spread from traditional manuals to automated production. Although it is still limited to automated production lines, in order to improve its operational capabilities, it still needs to move toward intelligent manufacturing.
Environmental awareness is raised: China's PCB industry is gradually raising awareness of environmental protection
Whether China can replicate the past development model, in shaping a golden decade, the chairman proposed several uncertainties, especially the PCB growth rate is basically synchronized with the global economy, so the PCB growth rate slowed down during the economic recession. The risk of overcapacity, when the number of PCB companies increases, and the capacity expansion accelerates, how to convert production capacity into sales is a big challenge. Avoid product homogenization competition with the market and reduce price competition. The industry is changing rapidly. For example, smart terminals are moving toward soft folding terminals, and digital cameras are being replaced by mobile phone cameras.
There is also the problem of labor force conversion. Therefore, the development of the PCB industry needs to properly handle the relationship with various stakeholders and find a dynamic balance point. In addition, with the further development and optimization of the industry structure, industrial resources will be more concentrated, and the barriers to entry will continue to increase.
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Subsequently, the chairman of the board mentioned five major strategies.
Strategy 1: Personalization: Adhere to differentiated development strategies, embody corporate characteristics, create unique products, innovate breakthroughs, and avoid price competition.
Strategy 2: Smart Factory: As labor costs rise and raw materials rise, companies must optimize cost control and increase production efficiency through the establishment of smart factories.
Strategy 3: Manufacturing to creation: As the requirements of terminal electronic products change, the technology of PCB products must be continuously innovated. At present, the investment in R&D of PCB enterprises only accounts for 3%-5%, which needs to be further improved. Enterprises can cooperate through industry and education. Improve the talent training system.
Strategy 4: Strengthening social responsibility: PCB companies must strengthen environmental awareness, erect safety awareness, and manage legality.
Strategy 5: The role of the association platform: In order to promote and improve the localization of the industrial chain, it can be combined with local governments to encourage foreign investment to develop in mainland China, and support local enterprises to become bigger and stronger.
Finally, the board of directors has long allowed the PCB industry to let the people have a sense of sensation, happiness and security. In the short-term efforts to achieve employees, to make employees happy, to achieve long-term goals, to enhance the ability to create innovation, reviewing the past 10 years of gold, China's electronic circuit industry has advanced by leaps and bounds. Looking forward to the next decade, we will work together to create the next golden decade with the mission of promoting high-quality industrial development.