According to YAHOO news, the Chinese mainland has made rapid rise and the global PCB layout is reshuffled. According to the survey report of Dr. Hayao Nakahara, in 2019, 122 manufacturers of PCB manufacturers with more than 100 million US dollars in revenue were increased by 4 in the world in 2019, compared with 118 in 2018, of which 52 came from Chinese mainland (including the mainland). Compared with the 2000, only 6 Chinese mainland manufacturers' data grew significantly, while the total revenue from the top 6 factories in the mainland grew from $961 million in 2000 to $16 billion 735 million.
According to the regional perspective, Chinese mainland, which is the world's factory in the past 40 years, is rapidly rising with the active support of policies. According to the report, the number of manufacturers in each region in 2019 was 52 Chinese mainland, 27 Taiwan China, 18 Japanese, 12 Korean, 4 American, 5 European and 4 Southeast Asian regions. The report compares China's 2019 data with 2000 data. In 2000, there were 20 and 16 companies in the US and Europe respectively. But in 2019, only 4 or 5 companies listed on the list. Compared with Chinese mainland, China Taiwan and Japan and South Korea, the total number of entries from 2000 83 to 2019 109 shows the shift of global PCB industry in 20 years.
Taiwan, China, is the world's largest PCB manufacturing area. In 2019, it produced more than 22 billion US dollars, but about 60% of its production layout came from mainland China.
Although covid-19 investment in mainland China has not been interrupted in recent years, the amount of high-end investment in Taiwanese investment in Taiwan has been growing rapidly in recent years, with the international trade, new crown pneumonia and 5G high-end technology layout becoming more and more important. At the same time, the distribution of the new products has begun to focus on other production bases. On the production pattern, the main components are multilayer hard plate, soft board, HDI board and IC loading board. As a whole, Taiwan, China, is dispersed in various types of product layout compared with other countries' competitors. In the area of IC carrying plate regarded as the high-end technology battlefield of PCB, Taiwan, China is now the most important IC board manufacturing area in the whole ball, leading the Japanese and Japanese enterprises and the Chinese mainland.
In Japan, the top 122 PCB manufacturers in the world in 2000 were 51, compared with the number of entries and output in mainland China, Chinese mainland Taiwan and Korea. Japan's manufacturers in 2019 have been reduced to 18, and total revenue in 2019 has been $11 billion 183 million, which has declined slightly compared with the 11 billion 975 million US dollars in 2000, indicating that Japan's PCB development is facing heavy pressure in recent years.
However, the largest proportion of Japanese factories focuses on soft boards and carrier boards. Due to the fierce competition in the mobile phone market, the proportion of soft boards has dropped to 40%. At this stage, the Japanese PCB industry is transforming from communication equipment to emerging applications derived from 5g, such as automobile, robot and biomedical engineering. The proportion of carrier boards is increasing. Japanese manufacturers are still the most complete and competitive country in the world in the high-end materials of circuit boards.
Mobile phone manufacturers in mobile phone industry in Korea are turning to Vietnam, and FPC production is also turning to Vietnam. Samsung's mobile phone manufacturing base in Chinese mainland has been closed, Samsung motor has also closed its HDI plant in Kunshan, PCB. Although the proportion of domestic production in South Korea is as high as 60%, in recent years, South Korean PCB manufacturers are gradually transferring their production bases to overseas regions dominated by North Vietnam. For example, Si flex has no production base in South Korea; LG Innotek has closed down HDI and half PCB factories in South Korea, and currently only focuses on IC carrier boards; In terms of product development strategy, in addition to the product strategy attached to domestic brand manufacturers, ink is applied to smart phones, including semiconductors, infrastructure and consumer products. The main part of product supply is still soft board and carrier board, accounting for more than 30%.
It is noteworthy that in 2000, only 6 Chinese mainland manufacturers were among the top 122 PCB manufacturers in the world, and 52 in 2019 came from Chinese mainland (including Hongkong). Moreover, the revenue of the top six factories in the mainland also increased from $961million in 2000 to 52 in 2019, with a total revenue of $16.735 billion.
The report predicts that more mainland manufacturers will be listed in the future. Although consumer products are the main application field of PCB production in the mainland, the products supplied by the mainland are still concentrated in multi-layer hard boards, accounting for 80%. In the past year, the mainland has been increasing 5g infrastructure construction and boosting 5g domestic demand. With the help of national policies and the one-stop supply chain strategy of land-based PCB industry, the follow-up development remains strong