2009年全球及中国柔性线路板（FPC）行业研究报告 >> 水清木华研究中心

　　柔性线路板（FPC），又叫软板。软板行业在2002年萌芽，2003和2004年高速发展，2005年进入杀价竞争阶段。2006和2007年软板行业都十分低迷，2008年开始好转。即便是经济危机也没有阻止软板行业复苏的步伐，一方面，软板降价刺激了软板的需求，另一方面，对产品轻薄短小和高可靠性的要求也造就了软板的应用空间。同时经历杀价竞争存活下来的软板厂家都曾经面对巨大的压力，成本控制和对抗压力都已经是驾轻就熟，对经济危机的到来不感觉恐惧。

2007-2013年FPC市场下游分布

　　手机是软板市场的主要增长动力，尤其是智能手机和高端手机。消费类电子领域成长力度也不错。消费类电子的笔记本电脑、PND、数码相机、DV、液晶电视、等离子电视、媒体播放器等产品中，软板的使用频率会随着其性能和追求超薄体积而不断增加。笔记本电脑和平板电视大量采用LED背光，软板通常是LED与主电路连接的最常见方式。即便是在2008和2009年也具备足够的成长性。未来笔记本电脑的屏幕和主板间的转轴连接也有可能使用软板。

　　硬盘的软板应用市场仍然能保有一席之地，虽然成长力度稍差。NAND取代硬盘的速度决不会太快，现在是资讯爆炸时代，存储的数量级增加很快，硬盘能与之很好对应。而NAND不行，尽管NAND的降价速度也很快，但是比不上主流的存储密度的增加速度。除了上网本等非主流市场有潜力外，主流市场还是硬盘。硬盘的存储密度性价比、可靠性和成熟度都在未来5年内占据优势。硬盘厂家现在只有6个，并且会减少，而软板厂家众多，软板厂家的议价空间不大，同时硬盘所需要的软板式样单一。这些都决定了软板在硬盘市场的成长力度不强。

　　软板在光驱产业和硬盘产业类似，在光驱方面还好有蓝光的增长点。软板在打印机市场也比较稳定。

　　汽车的电子化也很明显，需要使用ECU的场合通常都会有软板，软板具备高可靠性和空间优势。而汽车ECU的使用量越来越多。

日本FPC厂家排名

2008年日元汇率按117：1，2009年按108：1计算

The FPC (Flexible Printed Circuit) industry burgeoned in 2002, saw rapid expansion from 2003 to 2004, and then in 2005 entered the price-war competition. Afterwards, the FPC industry went through its downturn during 2006 to 2007, and turned better in 2008. The global financial crisis did not hinder the recovery of FPC industry. On the one hand, the drop in the price of FPC stimulates the demand for FPC; and on the other hand, the increasing demand for lightness, smallness and thinness as well as high reliability brings further application of FPC. Meanwhile, the FPC manufacturers that survived from price competition once suffered great pressure, and they are veteran in cost control and dealing with difficulties, thus fearless of global economic downturn.

FPC Market Downstream Distribution, 2007-2013

The cell phone is the main driver for FPC market growth, in particular smart phone and high-end cell phones. What’s more, FPC will be increasingly applied to such consumer electronics as laptop, PND, digital camera, DV, LCD TV, plasma TV, and media players with the pursuit of performance and ultra-thin size. A great number of Laptop and FPTV has been provided with LED as backlight, and FPC is as usual the main mode to connect LED with main circuit. In the near future, the shaft connecting laptop screen with motherboard is likely to use FPC.

The FPC has still certain market in hard disk, although with a higher growth to be desired. It is impossible for NAND to quickly replace hard disk in short term, since the storage capacity grows ever in information era, and hard disk rather than NAND can meet the demand. Despite the price of NAND drops sharply, it still can’t keep up with the growth rate of mainstream storage density. NAND has some potential in non-mainstream market such as Netbook; the hard disk has still dominated the mainstream market. In a word, hard disk will enjoy advantages in storage density, reliability, maturity and price-performance ratio in next five years. Currently, there are only six hard disk manufacturers, and the number will decrease. In contrast, there are many FPC manufactures, but with weak price bargaining ability. Moreover, the FPC required by hard disk is single in style. All those above decide not a robust growth of FPC in hard disk market.

In optical disc drive industry, the growth of FPC rests with blue ray. In Addition, FPC has steady performance in printer market.

In automobile, the usage of ECU is attended by FPC with high reliability and space advantage. Now, auto ECU gets increasingly applied.

Ranking of Japanese FPC Manufacturers

The JPY exchange rate was 117: 1 in 2008, and 108:1 in 2009.

第一章：软板简介
1.1、软板简介
1.2、单面板
1.3、双面板、单铜双做、单+单、多层板和其他
1.4、软板制造流程

第二章：FPC市场
2.1、FPC市场规模
2.2、FPC之电脑应用市场
2.2.1、硬盘产业
2.2.2、硬盘市场
2.2.3、光碟机市场
2.2.4、光碟机产业
2.2.5、蓝光光碟机市场与产业
2.2.6、打印机（包括多功能一体机）
2.3、数码相机
2.3.1、数码相机市场
2.3.2、数码相机产业
2.4、LED背光模组
2.4.1、LED笔记本背光模组
2.4.2、液晶电视背光用LED（LED TV）
2.5、手机
2.6、触控面板

第三章：软板产业
3.1、软板产业链
3.2、FCCL
3.3、PI膜发展
3.4、FPC产业地域分布
3.5、FPC客户供应关系
3.6、FPC产业排名

第四章：软板企业研究
4.1、FUJIKURA（藤仓）
4.2、MEKTRON
4.3、日东电工
4.4、索尼凯美高
4.5、M-FLEX
4.6、台郡科技
4.7、嘉联益
4.8、旭软
4.9、珠海元盛
4.10、安捷利
4.11、精诚达
4.12、景旺
4.13、金达（珠海）电路版
4.14、嘉之宏
4.15、三德冠
4.16、佳邦环球
4.17、新福莱科斯
4.18、住友电木（SUMITOMO BAKELITE）
4.19、PARLEX
4.20、SI FLEX
4.21、住友电工
4.22、DAEDUCK GDS
4.23、INTERFLEX

第五章：FCCL厂家
5.1、宏仁电子
5.2、台虹科技
5.3、新扬科技
5.4、新日本制铁化学

1 FPC
1.1 Brief Introduction
1.2 Single-side FPC
1.3 Double-side FPC, Single Side Double Access, Single+Single, Multi-layer and Others
1.4 Manufacturing Flow

2 FPC Market
2.1 Market Size
2.2 Application in Computer Market
2.2.1 Hard Disk Industry
2.2.2 Hard Disk Market
2.2.3 CD-ROM Drive Market
2.2.4 CD-ROM Drive Industry
2.2.5 Blue-ray CD-ROM Drive Market and Industry
2.2.6 Printer (Including MFP)
2.3 Digital Camera
2.3.1 Market
2.3.2 Industry
2.4 LED Backlight Module
2.4.1 LED Laptop Backlight Module
2.4.2 LED TV
2.5 Cell Phone
2.6 Touch Panel

3 FPC Industry
3.1 Industry Chain
3.2 FCCL
3.3 PI Film Development
3.4 FPC Industry by Region
3.5 FPC Client Supply Relationship
3.6 Rank of FPC Industry

4 FPC Manufacturers
4.1 FUJIKURA
4.2 MEKTRON
4.3 Nitto Denko
4.4 Sony Chemical
4.5 M-FLEX
4.6 Flexium
4.7 Career Technology
4.8 Sunflex
4.9 Zhuhai Topsun
4.10 AKM Electronics
4.11 Jingchengda Tech
4.12 Kinwong
4.13 Kintech (Zhuhai)
4.14 Jiazhihong Electronic
4.15 Three Golds Precise
4.16 Global Flex
4.17 New Flex
4.18 SUMITOMO BAKELITE
4.19 PARLEX
4.20 SI FLEX
4.21 SUMITOMO
4.22 DAEDUCK GDS
4.23 INTERFLEX

5 FCCL Manufacturers
5.1 Grace Electron
5.2 Taiflex
5.3 Thinflex
5.4 Nippon Steel Chemical

FPC单面板结构
双面板结构
单铜双做结构
单+单结构图
双层板结构图
COF构装图
软硬板示意图
软板制造流程
2007-2013年FPC市场规模
2007-2013年FPC市场下游分布
2009年1季度各大硬盘厂家市场占有率
2009年1季度硬盘出货量下游应用分布
2009年1季度全球硬盘出货量尺寸分布
2001-2014年全球硬盘出货量及下游应用分布
2001-2014年全球硬盘出货量及尺寸分布
2001-2014年消费类电子领域硬盘出货量下游分布
2007-2012年全球光碟机出货量与年度增幅统计及预测
2007-2012年半高型与薄型光碟机出货比重统计及预测
2009年1季度全球主要光碟机厂家市场占有率
2007-2012年蓝光光碟机出货量统计及预测
2006-2012年蓝光光碟机平均售价统计及预测
数码相机软板使用实例
2004-2011年数码相机出货量统计及预测
2008年全球主要数码相机厂家市场占有率
2007-2013年全球笔记本电脑LED背光渗透率
2009年1季度全球笔记本电脑LED面板主要厂家市场占有率
2008-2012年LED TV渗透率
LED TV面板主要厂家市场占有率
2008-2012年全球触控屏应用分布
2008-2012年触控屏各领域出货量分布
2008年触控屏技术分布
2008-2011年全球手机、数码相机、手持GPS导航、PMP出货量统计及预测
台湾软板产业链
2008年全球3L FCCL主要厂家市场占有率
2008年全球2L FCCL主要厂家市场占有率
2009年FPC产业地域分布
2009年FPC地域分布
2004-2010财年藤仓收入与运营利润统计及预测
2007-2010财年藤仓收入部门分布
2006-2010财年藤仓运营利润部门分布
2007-2010财年藤仓电子电装部门收入产品分布
Mektron组织结构
2005-2009财年NOK收入与运营利润统计及预测
2005-2009财年NOK收入部门分布
2005-2009财年NOK收入产品分布
2001-2008财年日东电工收入与运营利润统计
2001-2008财年日东电工产品收入分布
1999-2008年财年日东电工电子材料事业部收入与运营利润统计
2004-2009财年M-FLEX收入与运营利润统计及预测
2007年1季度-2009年2季度M-FLEX收入与毛利统计
2006-2009财年M-FLEX客户结构比例
2006-2008财年M-FLEX收入地域分布
2002-2010年台郡收入与毛利率统计及预测
2002-2010年台郡收入与运营利润率统计及预测
嘉联益关联公司关系
嘉联益组织结构
2003-2009年嘉联益收入与运营利润率统计及预测
旭软组织结构
元盛电子组织结构
2004-2009年上半年安捷利收入与毛利润
2004-2009年上半年安捷利收入与运营利润
2004-2009年上半年安捷利各项开支统计
安捷利主要客户
嘉之宏生产流程
三德冠工艺流程
佳邦环球集团架构
2004-2008年佳邦收入与运营利润统计
2005-2009财年住友电木收入与净利润统计
2005-2009财年住友电工收入与运营利润统计
2008、2009财年住友电工各部门收入统计
2006-2009财年住友电工FPC部门收入统计
2000-2011年DAEDUCK GDS收入与营业利润率统计及预测
2007年1季度-2010年4季度DAEDUCK GDS 产品收入结构与运营利润率统计及预测
2009年2季度DAEDUCK产品收入结构
2003-2011年Interflex收入与运营利润统计
2002-2010年台虹收入与运营利润率统计及预测
2009年1季度台虹产品收入结构
2005-2009财年新日本制铁化学收入与运营利润统计
2006-2010财年新日本制铁化学产品收入结构

2009年1季度硬盘各大厂家各领域出货量
2009年1季度硬盘各大厂家各尺寸出货量
2009年1季度全球五大打印机厂家出货量统计
数码相机代工关系及主要生产厂家出货量
2007-2009年上半年全球品牌手机出货量排名
2008-2014年全球触控屏市场规模
日本FPC厂家排名
韩国FPC厂家排名
台湾FPC厂家排名
大陆及香港FPC厂家排名
藤仓电子上海和无锡2004-2007年财务数据
2004-2008年苏州和珠海紫翔财务数据
2004-2007年索尼凯美高苏州公司财务数据
2006-2008财年M-FELX收入国别结构
2006-2008财年M-FELX运营利润地域结构
2006-2008财年M-FLEX 索爱和摩托罗拉占收入比例
2004-2007年苏州维讯财务状况
嘉联益各部门介绍
2007年嘉联益大陆三子公司财务数据
旭软各部门简介
元盛电子FPC技术能力
元盛电子技术能力
元盛电子设备
元盛电子2004-2008财务数据
安捷利FPC技术能力
景旺FPC制程能力
景旺设备
2004-2007年景旺电子深圳财务数据
金达（珠海）电路版有限公司2005-2007年财务数据
嘉之宏产能
嘉之宏技术能力
2004-2007年嘉之宏财务数据
三德冠制程能力
2004-2007年三德冠财务数据
2007年新福莱科斯财务数据
2007年Parlex 上海自公司财务数据
2009年2季度DAEDUCK客户结构

Structure of FPC Single-side Board
Structure of Double-side Board
Structure of Single Side Double Access
Single+Single Structure
Structure of Double-layer Board
COF Structure
Flex-Rigid Board Sketch Map
FPC Manufacturing Flow
FPC Market Size, 2007-2013
FPC Market Downstream Distribution, 2007-2013
Market Shares of Hard Disk Manufacturers, 1Q2009
Hard Disk Shipment by Application, 1Q2009
Hard Disk Shipment by Size, 1Q2009
Global Hard Disk Shipment and Downstream Applications, 2001-2014
Global Hard Disk Shipment and Size Distribution, 2001-2014
Hard Disk Shipment in Consumer Electronics, 2001-2014
CD-ROM Driver Shipment and Annual Growth Margin, 2007-2012E
H-H CD-ROM Driver and Slim CDROM Driver Shipment Proportions, 2007-2012E
Market Share of World’s Key CD-ROM Driver Manufacturers, 1Q2009
Blue-ray CD-ROM Driver Shipment, 2007-2012E
Average Selling Price of Blue-ray CD-ROM Driver, 2006-2012E
FPC Usage (Cases) in Digital Camera
Digital Camera Shipment, 2004-2011E
Market Shares of Global Key Digital Camera Manufacturers, 2008
Global Laptop LED Backlight Penetration Rate, 2007-2013E
Market Shares of World’s Main Laptop LED Panel Manufacturers, 1Q2009
LED TV Penetration Rate, 2008-2012E
Market Shares of Key LED TV Panel Manufacturers
Touch Screen Applications in the World, 2008-2012
Touch Screen Shipment by Sector, 2008-2012E
Distribution of Touch Screen Technologies, 2008
Global Shipment of Cell Phone, Digital Camera, Portable GPS Navigation, PMP, 2008-2011E
Taiwan’s FPC Industry Chain
Market Shares of World’s Key 3L FCCL Manufacturers, 2008
Market Shares of World’s Key 2L FCCL Manufacturers, 2008
FPC Industry by Region, 2009
FPC Geographical Distribution, 2009
Revenue and Operating Profit of FUJIKURA, FY2004-FY2010
Revenue of FUJIKURA by Dept., FY2007-FY2010
Operating Profit of FUJIKURA by Dept., FY2006-FY2010
Revenue of FUJIKURA Electronic Assembly Dept. by Product, FY2007-FY2010
Mektron Organization Structure
NOK Revenue and Operating Profit, FY2005-FY2009
NOK Revenue by Dept., FY2005-FY2009
NOK Revenue by Product, FY2005-FY2009
Revenue and Operating Profit of Nitto Denko, FY2001-FY2008
Revenue of Nitto Denko by Product, FY2001-FY2008
Revenue and Operating Profit of Nitto Denko’s Electronic Materials Business Dept., FY1999-FY2008
M-FLEX Revenue and Operating Profit, FY2004-FY2009
M-FLEX Revenue and Gross Profit, 1Q2007-2Q2009
Client Structure of M-FLEX, FY2006-FY2009
M-FLEX Revenue by Region, FY2006-FY2008
Flexium Revenue and Gross Profit Margin, 2002-2010
Flexium Revenue and Operating Profit Margin, 2002-2010
Associated Companies of Career Technology
Organization Structure of Career Technology
Revenue and Operating Profit Margin of Career Technology, 2003-2009
Sunflex Organization Structure
Zhuahi Topsun Organization Structure
AKM Electronic Revenue and Gross Profit, 2004-1H2009
Revenue and Operating Profit of AKM Electronics, 2004-1H2009
Expenses of AKM Electronics, 2004-1H2009
Main Clients of AKM Electronics
Manufacturing Flow of Jiazhihong Electronic
Process Flow of Three Golds Precise
Framework of Global Flex
Revenue and Operating Profit of Global Flex, 2004-2008
Revenue and Net Profit of Sumitomo Bakelite, FY2005-FY2009
Revenue and Operating Profit of Sumitomo Bakelite, FY2005-FY2009
Revenue of Sumitomo Bakelite by Dept., FY2008 vs. FY2009
Revenue of Sumitomo Bakelite’s FPC Department, FY2006-FY2009
DAEDUCK GDS Revenue and Operating Profit Margin, 2000-2011
DAEDUCK GDS Revenue by Product and Operating Profit Margin, 1Q2007-4Q2010
DAEDUCK Revenue by Product, 2Q2009
Interflex Revenue and Operating Profit, 2003-2011
Taiflex Revenue and Operating Profit Margin, 2002-2010
Taiflex Revenue by Product, 1Q2009
Revenue and Operating Profit of Nippon Steel Chemical, FY2005-FY2009
Revenue of Nippon Steel Chemical by Product, FY2006-FY2010

Manufacturers' Hard Disk Shipment by Sector, 1Q2009
Manufacturers' Hard Disk Shipment by Size, 1Q2009
Shipment of World’ Top Five Printer Manufacturers, 1Q2009
Digital Camera OEM Relationship and Main Manufacturers’ Shipment
Ranking of Global Cell Phone Brands by Shipment, 2007-1H2009
Global Touch Screen Market Scale, 2008-2014
Ranking of Japanese FPC Manufacturers
Ranking of Korean FPC Manufacturers
Ranking of Taiwanese FPC Manufacturers
Ranking of Mainland China and Hong Kong FPC Manufacturers
Financial Data of FUJIKURA (Shanghai vs. Wuxi), 2004-2007
Financial Data of Zixiang Electronic Technology Co., Ltd (Suzhou vs. Zhuhai), 2004-2008
Financial Data of Sony Chemical (Suzhou), 2004-2007
M-FLEX Revenue by Country, FY2006-FY2008
M-FLEX Operating Profit by Region, FY2006-FY2008
Proportions of Sony-Ericsson and Motorola in M-FLEX Revenue, FY2006-FY2008
Financial Performance of Multi-Fineline Electronix (Suzhou), 2004-2007
Profile of Career Technology’s Departments
Financial Data of Career Technology’s Three Subsidiaries in Mainland China, 2007
Profile of Sunflex Departments
FPC Technology Capability of Zhuhai Topsun
Technology Capability of Zhuhai Topsun
Equipments of Zhuhai Topsun
Financial Data of Zhuhai Topsun, 2004-2008
FPC Technology Capability of AKM Electronics
FPC Manufacturing Capability of Kinwong
Equipments of Kinwong
Financial Data of Kinwong Shenzhen, 2004-2007
Financial Data of Kintech (Zhuhai), 2005-2007
Production Capacity of Jiazhihong Electronic
Technology Capability of Jiazhihong Electronic
Financial Data of Jiazhihong Electronic, 2004-2007
Manufacturing Capability of Three Golds Precise
Financial Data of Three Golds Precise, 2004-2007
Financial Data of New Flex, 2007
Financial Data of Parlex (Shanghai), 2007
Client Structure of DAEDUCK, 2Q2009