首页 关于我们 研究报告 观点文章 半导体 TMT 金融与服务 汽车 English

留言
报告导航:研究报告TMT产业电子半导体
2007-2008年先进PCB(印刷线路板)行业研究报告
字数:3.4万 页数:160 图表数:135
中文电子版:8500元 中文纸版:7500元 发布日期:2008-08
英文电子版:2500美元 英文纸版:2300美元
编号:CA056 附件:下载 购买报告

  先进PCB指那些进入门槛比较高的PCB领域。IC载板与半导体封装关系更加密切,因此不在本报告研究范围之内。

  手机方面,2007年中国手机产量超过6亿部,目前的手机已经90%采用HDI板。根据“1平方米HDI板大约配套180部手机”,可计算出中国手机用HDI板的市场需求在300万平方米。供给方面,从中国主要HDI厂商的产能情况来看,尽管部分厂商进行了投资扩产,但从整体来讲,国内HDI的产能增长仍不能满足快速增长的需求。国内市场上真正能批量供应的企业有超毅科技(得丽科技)、华通电脑、联能科技、奥特斯、揖斐电、上海美维、汕头超声、华锋微线、名幸电子、敬鹏(常熟)电子、上海展华电子等。

  超毅科技是伟创力旗下PCB大厂,联能则是全球第一大手机PCB厂欣兴的子公司,通过富士康供货给诺基亚和摩托罗拉。华通电脑(惠州)则是台湾手机PCB厂华通的子公司,主要供应摩托罗拉。奥特斯则是奥地利AT&S的国内子公司。揖斐电则位于北京,全部供应诺基亚。美维隶属香港美维集团,华锋微线隶属香港大昌微线。名幸则是日本厂家有能力量产,但是主要业务还是平板电视和汽车领域。展华则是台湾耀华的子公司。唯一隶属大陆的是汕头超声。

  笔记本电脑领域,虽然有英特尔支持,不过考虑到成本,以及笔记本电脑不停降价促销,因此HDI 笔记本电脑市场主要仍局限于13吋以下机种。虽然此市场占有笔记本电脑出货量的10%左右,但基于成本考虑,并不会全数导入HDI设计。笔记本电脑PCB领域主要是瀚宇博和金像电,两者合计占了75%的市场占有率,欣兴、华通和耀华分食了剩下的市场,新进入者门槛很高。

  内存板领域门槛也不低,内存条PCB板的毛利率很低,据悉顶多约10%。若再扣除相关的营业费用等,利润仅个位数,如果再加上合格率不好,过去赔钱接单的厂商不在少数。因此虽然内存条板是“有量”的商机,但并不容易赚钱,尤其扣除机器设备成本,生产内存条板要赚钱,势必得突破规模经济门槛不可。全球主要的厂家有韩国的SIMMTECH和台湾的健鼎,两者合计占80%以上的市场。

  光电板领域,健鼎仍为目前台湾最大光电板厂。楠梓电对光电板未来不看好,认为TFT-LCD产业已经进入成熟期,不能再实现高速增长,而TFT-LCD的波动性明显,楠梓电策略改变,决意退出光电板领域,主攻手机和笔记本电脑用PCB。楠梓电退出后,志超大举进入,并且在2008年7月,楠梓电取得第三大光电板厂家统盟的第一大股东地位,未来可能控股统盟,志超借此超越健鼎成为光电板第一大厂。
 
  汽车电子PCB领域,门槛更高,惠亚集团、日本的CMK、名幸电子,大陆的竞华,台湾的耀华。汽车电子PCB领域格局多年不变。

 

Advanced printed circuit board or PCB, refers to the fields requiring a high entry threshold. IC substrate has a closer relationship with semiconductor packaging, so it is beyond the research scope of the report.

In 2007, China’s mobile phone output exceeded 600 million units. At present, 90 percent of mobile phones adopt HDI board. Based on the estimation that one square meter of HDI board fits the production of around 180 units of mobile phones, we get the results that the market demand of China’s mobile phones for HDI board is 3 million square meters. In addition, from the perspective of production capacity of China’s key HDI manufacturers, China’s HDI production capacity still can not meet the rapid growth in market demand, although some manufacturers have expanded their production capacity. The companies in Mainland China that are able to mass produce HDI board include Multek Corp., Compeq Manufacturing Co., United Power, AT&S, Ibiden, Shanghai Meadville, Shantou Goworld, Huafeng Weixian, Meiko, and Shanghai Unitech Electronics Co., Ltd.

Multek is a large PCB works affiliated to Flextronics, and United Power is the subsidiary of Unimicron, the world’s largest handset PCB producer, which supplies PCB for Nokia and Motorola via Foxconn. Compeq Manufacturing (Huizhou), with Motorola as its key client, is the unit of Compeq, Taiwan’s mobile phone PCB producer. AT&S is the subsidiary of Austria AT&S in Mainland China. Ibiden with Nokia as its sole client is based in Beijing. Shanghai Meadville is affiliated to Hong Kong Meadville Group, and Huafeng Weixian is a unit of Daisho Microline Holdings Ltd. Meiko is of the ability of mass production, but its main business is focused on flat-panel TV and automobile. Shanghai Unitech is the subsidiary of Taiwan Unitech. Among these companies, only Shantou Goworld belongs to Mainland China.

Due to the successive price cut in the promotion of laptop, HDI laptop market is limited mainly to several types with screen size below 13-inch in consideration of cost, although Intel gives much support. HDI laptop market currently amounts to 10 percent of laptop shipment and HDI design won’t be introduced completely to the laptop market due to cost. HannStar and Gold Circuit Electronics Ltd. jointly dominate the global laptop PCB market, taking up 75 percent of the market, and the rest market is shared by Unimicron, Compeq and Unitech. Market entry threshold is very high for a new entrant.

Entry barrier for memory board is not low as well. Gross profit margin of memory PCB board is very low, at most about 10%, and profit will be a single digit, given deduction of related operating expenses. Only large scale production of memory board can be profitable, especially considering equipment depreciation. The global leading memory PCB board manufacturers are SIMMTECH in South Korea and Tripod, both of which occupy more than 80% of the global market.

At present, Tripod is still the largest photovoltaic panel producer in Taiwan. WUS Printed Circuit Co. believes that TFT-LCD industry has entered a period of maturity, and it is impossible to again achieve a rapid growth in the industry. Furthermore, TFT-LCD market fluctuates much, so WUS Printed Circuit decided to exit photovoltaic panel field, and to focus on PCB for mobile phones and laptops. After the exit of WUS Printed Circuit, Taiwan PCB TechVest Co. entered the market aggressively.  

As for auto electronics PCB market, the entry threshold is even higher. The well-known manufacturers in the market include Viasystems Group, CMK, Meiko, Jinghua in Mainland China and Unitech in Taiwan. The market has maintained its layout for many years.

    如果这份报告不能满足您的要求,我们还可以为您定制报告,请留言说明您的详细需求。

2005-2008 www.pday.com.cn 版权所有