Faced with 5G industry dividends, epoxy resin and copper plate manufacturers share a piece of the simple?

As a fifth-generation mobile communication network, the most important application of 5G is industrial and enterprise-class applications, which are no less important than a new industrial revolution, any industry can improve efficiency through 5G, some industries benefit from 5G technology can derive new application scenarios and business models, and thus may introduce new competitors, the position of the person in place will be potentially subverted.
To copper plate, PCB industry as an example, the industry generally believes that in the next three to five years 5G communications will surpass today's intelligent terminals, automotive electronics two major application markets, to drive the epoxy resin - copper cladding - PCB industry chain growth of the first engine.
, 5G also put forward higher and more stringent requirements for copper plate and PCB technology, which can be said to be the result of

.
5G construction accelerates the growth of the communications PCB market, ingesting a huge market dividend for PCB upstream and downstream manufacturers. However, based on the current competitive landscape of the PCB industry, from upstream materials to manufacturers of backplates, the current situation is mixed.
PCB is highly dependent on copper plate,
as an important substrate for the production of PCB, copper plate is mainly responsible for PCB conduction, insulation, support three functions, its performance directly affects the overall performance of PCB.
, copper plates also have the highest individual material costs, accounting for about 30% of the total PCB material costs.
Source: ACMI 2018 Epoxy Annual Report
At present, domestic copper plate (CCL) enterprises increased investment in research and development, independent innovation ability, invention and practical patents soared, high-frequency high-speed, high Tg, ultra-thin, metal-based varieties continue to emerge.
china is not only a big CCL country, high-end high-quality special copper plate will certainly replace imports, become a CCL power, industry concentration continues to improve.
From the CCA (China Copper Plate Industry Association) statistics, China's domestic enterprises (including Chinese mainland investment and construction of foreign-funded enterprises) of all types of copper cladding capacity, as well as semi-cured chip commodity production capacity, from 2018 to 2020 will be greatly increased.
forecast that by 2020 China's total copper plate production capacity will reach about 1 billion m2 / year.At present, the high-end copper plate is still dominated by overseas, especially the PCB upstream raw material copper plate, the current domestic manufacturers of high-frequency materials research and development manufacturers are few,
can support the use of high-frequency high-speed substrates in the domestic is the benefit of science and technology.
as a domestic independent brand, shengyi technology is the domestic product variety specifications of the most complete copper plate manufacturers.
its 5G high-frequency copper plate has partially replaced the high-end products of Rogers in the United States, the first half of this year has achieved a gradual release of high-frequency copper plate production capacity.
in the high-frequency high-speed PCB market, shengyi technology with many years of layout planning, occupy the high-frequency high-speed copper plate field of an important market share.
At present, Biotech has achieved large-scale mass production in the field of hydrocarbon materials used in amplifier applications, as well as a full set of process, technology and equipment solutions for the purchase of ZTE PTFE products in Japan, and successfully applied product breakthroughs in the field of antennas, successfully entering Huawei's 5G supply chain.
It should not be ignored that China's current copper plate industry market concentration is still high, and there are certain technical barriers and process difficulties, the benefit of science and technology is currently relatively leading, with the 5G market demand increased, more PCB manufacturers are also facing a series of costs and process problems.
with the gradual transfer of global PCB capacity to Chinese mainland, China's domestic PCB production value accounts for more than half of the world, but the proportion of domestic PCB manufacturers is still very low, and many and not large manufacturers.
Relative to the domestic PCB industry upstream copper plate manufacturers of thin potential, the current PCB manufacturers are also poor situation, the current communications sector accounted for more than 30% of enterprises only Shenzhen-South circuit, Shanghai Power shares, Jingwang Electronics and Chongda technology, such as four, other PCB manufacturers want to cut into the 5G market, the biggest problem will be 5G PCB board in integration, process, raw materials and technical upgrades brought about by the cost pressure.
, AAU RF boards need to integrate more components in smaller sizes due to the higher level of integration of antenna systems by 5G. More layers of PCBs are required to meet the isolation requirements.
In addition, the AAU RF circuit board will be larger than the size of the 4G period, taking into account the 5G base station transmission power increase, the working frequency band is also higher, so the 5G RF circuit board for the high-speed performance of the material and its high-frequency performance also pointed out higher requirements.
, the price of 5G PCB boards will be greatly increased in the demand for upstream material requirements, increased layers, and ederration specifications.
is also worth noting that the 5G base station architecture changes and material selection, the PCB board processing difficulties significantly increased.
in the raw material costs rise, process difficulties increase, technical barriers to upgrade and other factors, for 5G PCB manufacturers, there is unlimited blue sea prospects, but also a rare piece of the pie.
due to the current PCB industry's decentralization and environmental high pressure, coupled with the global PCB manufacturers' overall demand is slightly weak and raw material prices and other factors, the current development of the entire PCB industry is uneven.
Driven by the demand for 5G communication equipment and terminal equipment, in addition to copper plate leading bio-technology and PCB industry veteran head manufacturers Shenzhen-South Circuit and Shanghai Electric Shares, has the strength to lay out PCB business has Chongda Technology, Jingwang Electronics and Hongxin Electronics.
, PCB manufacturer Zonta Technologies entered the IC carrier field in May this year, acquiring a 35% stake in electro-acoustic PCB manufacturer Punoway to achieve the layout of the MEMS sensor package substrate. After the acquisition, Zonta Technology has formed a multi-layer PCB, HDI, FPC, packaging substrate multi-product line layout.
In addition, Jingwang Electronics also acquired a 51% stake in Zhuhai Win-Win Soft Circuit Co., Ltd. for 278 million yuan in the same period last year, with a deep layout pcB, and Hongxin Electronics announced a plan in November last year to raise no more than 722 million yuan for the construction of flexible printed circuit board technology and expansion projects and SMT production lines at Xiang'an plant.
information source: Printed Circuit World