[5G commercially opened, communication circuit board is remarkably elastic]

PCB circuit board is divided into seven categories by application: communication, computer, consumer electronics, industrial control medical, automotive electronics, aerospace and packaging substrate. Thanks to the construction of 3/4g communication network and the wide application of automotive electronics, the PCB output value in the communication and automotive electronics fields increased to 27.8+% and 11.9% respectively from 2009 to 2018, accounting for 22.2% and 3.8%, respectively, which is the fastest growing field of PCB application.

It is estimated that the global market size of 5G base station circuit board is 47/118/27.1 billion yuan in 2019~2021, and the hard board market size of 4G+5G base station is 128/172/28.9 billion yuan. It is believed that the increment brought by 5G in 2019 will cover the decline of 4G demand, and the overall growth of communication infrastructure PCB is limited. From 2020, the peak of 5G construction will drive the communication board for base station to enter the high-speed growth period, and the demand is expected to double in three years.

[gausbel: conquer 5G core high-frequency plate and get the official acceptance of the ministry of industry and information technology]

On June 23, the China securities journal reporter learns from the gaussian bell (002848), the company has received the general office of the ministry of industry and information technology “about the 2019 strong industrial base project implementation plan acceptance evaluation results (the first) notice, the company responsible for the electronic circuit with high frequency microwave, high density, thin copper foil implementing scheme of encapsulated copper clad laminates (hereinafter referred to as” the project “) formal acceptance by the ministry of industry and information technology.

Related announcements show that the main content of the project is high-frequency microwave copper clad plate and high-density package copper clad plate; The implementation goal is to meet the high frequency signal circuit packaging and carrier (printed circuit board) performance requirements, achieve engineering production, the domestic market share of substrate reached 30% to 50%.

Industry insiders said that in the second half of 2018, the communication market plate has begun to gradually expand, especially the 5G antenna market for hydrocarbon plate demand is large, the development situation is very optimistic; Military industry, medical field 5G technology application market prospects are broad.

[wang xinzhe, ministry of industry and information technology: accelerate the improvement of the security system and enhance the industrial Internet security capability]

Wang xinzhe, chief economist of the ministry of industry and information technology, delivers a speech at the 2019 China industrial information security conference in Beijing, capital of China, June 21, 2018.

Wang xinzhe stressed that the world is in a new round of scientific and technological revolution and industrial transformation of the historical convergence period, represented by big data, cloud computing, industrial Internet, artificial intelligence, the new generation of information technology and the real economy integration, industrial economy accelerated from digital to network, intelligent expansion. With the rapid development of the industrial Internet, more and more industrial production equipment and systems are connected, and the manufacturing environment is becoming open, cross-domain and interconnected.

Wang said the ministry of industry and information technology will fully implement the decisions and arrangements of the CPC central committee and the state council, accelerate the improvement of the industrial Internet security system, speed up the upgrading of industrial Internet security capabilities, and ensure the smooth and healthy operation of the industrial economy.