PCB factory auto sheet as a new battleground
311 out of the Japanese car market Shadow earthquake, with a long and stable under the order visibility, attract the printed circuit board (PCB) manufacturers competing to get into, to become the new battleground for the PCB industry, including Tripod, chairman Wang Jingchun optimistic about the future will show a number of automotive applications times of growth.
PCB is one of the key components of electronic devices, widely used in thin-film transistor liquid crystal display (TFT-LCD), laptop computers, smart phones, tablet PCs and automotive electronic products, with the rise in automotive applications, PCB manufacturers In addition to their own development, has chosen the way for position through mergers and acquisitions.
View the current industry trend, automobile panels formany years, China's largest supplier of auto plate, auto plate Zhangaigongsi proportion of revenues have more than 50%, as the first major product line, and is currently the world's top ten automotive electronics firm has seven corporate customers, the top 20 automotive manufacturers have thirteen to corporate clients.
The market share point of view, statistics 2010 output value ofthe global automotive electronics board about 30 billion U.S. dollars, Jing Peng value of approximately $ 200 million dollars last year, about 6.7% market share, compared with 4% market share in 2009 continued solid growth.
Refined into a Division, the layout of car plate Yaohua also successful, which refined into subjects earlier and PCB plant in Japan's largest auto joint venture factories in mainland China CMK, this efficiency gradually. Refined into a section that can turn a profit this year, the joint venture is expected to contribute revenue of about 15 cars PCB billion, accounting for the proportion of revenues 20-25%.
Yao Hua Zhanhua plant's second largest product line is automotive sheet, accounting for about 30% revenue share of the plant, customers Continental, Actia mainly benefit from the car to the HDI board with the trend, Yaohua also have congenital Lee, optimistic about the growth of the follow-up car plate.
Yan Xing, Tripod, competing countries (6108), given Ying (6251) for the automotive market is to invest the board action, including water-skiing the silent duck Tripod layout, the proportion of the current automotive sheet accounts for 6-8% revenue. Tripod that car use to more and more electronic components, increasing demand for automotive sheet, the future is not only a single digit growth, but exponential growth.
Xin Xing acquisition card with digital auto board. Last year, Yan Hing PCB leader in European car made in Germany RUWEL the right to operate, the end of June this year increased its stake to 100%, from August into the Group's consolidated revenue. Xin Xing said, the car next few years, the average compound growth rate of 8%, is optimistic about the application side of the PCB industries.
Competing countries are specializing in car eating the PCB 100% stake in Taiwan, Thailand, renamed billion electronic sights on competing cars PCB; fixed intention to abandon Ying once heard a subsidiary specializing in automotive PCB, recently won the initiative is completely, adjust the pace of operations After re-starting.