[global output value of PCB industry in 2024 May exceed $75 billion, and high-end PCB products have a large growth space]
The global printed circuit board (PCB) industry has a long history and has gone through several cycles. In 2017, the global output value of PCB industry was usd 58.84 billion, up by 8.5% year on year. In 2018, the global output value was about usd 63.55 billion, up by 8.0% year on year. In addition, the global PCB industry is constantly shifting to Asia, especially to China, where PCB output accounts for more than half. It is predicted that the global PCB output value will reach $71.8 billion in 2022, and will exceed $75 billion in 2024, among which the PCB output value in mainland China will continue to increase.
The total proportion of multilayer board, flexible board and HDI board is more than 70%. PCB product structure is complex, and product types are constantly evolving according to terminal requirements. From single and double panels, multilayer board, HDI board (low order to high order) and any layer interconnection board, to SLP class loading board and packaging base board, the integration degree is getting higher and higher, and the design and processing is more complex. Multilayer board, flexible board and HDI board are the main forces of PCB market. According to Prismark’s statistics, the total proportion of multilayer board, flexible board and HDI board was up to 74 percent in 2017, and there is a lot of room for growth of high-end PCB products.
[jiangsu no. 3 industrial park to be selected for civil-military integration industry demonstration base]
From ministry of jiangsu province hall civil-military integration forward, according to a new batch of provincial military and civilian integration industry demonstration base list of the public, and proposed that suzhou industrial park as the “military and civilian integration industry demonstration base of jiangsu province (a new generation of information technology)”, haian high and new technology industry development zone, jiangyin lingang economic development zone as the “military and civilian integration industry demonstration base of jiangsu province” (new material), the public to February 28. Provincial-level civil-military integration industrial demonstration base enjoys the same treatment as provincial-level new-type industrialization industrial demonstration base and can be provided with “one-stop” service and management, including giving key guidance to industrial demonstration bases in terms of development planning and industrial layout. To provide policy advisory services on technological innovation and financial support, and assist in the implementation of relevant policies.
China’s IC industry can’t produce top companies, export controls can’t solve semiconductor trade dispute
The center for international strategic studies (CSIS), an American think tank, recently held a press conference on the development of China’s semiconductor industry. James a. Lewis, director of the center’s public policy and technology program, points out in the report that only 16 percent of semiconductor products used in China are made domestically, while only 8 percent are actually made by Chinese companies. So while China has invested heavily in the IC industry in recent years, it remains dependent on the west for now and will continue to import significant amounts of key chips for many years to come. The semiconductor industry is too dependent on government support to produce top companies.
Since the us imposed sanctions on zte last year, trade frictions and tariff disputes between China and the us have been ongoing, with the semiconductor industry inevitably involved. Jimmy Goodrich, vice-president of global policy at the semiconductor industry association (SIA), said export controls had been an important tool for Washington’s national security for decades, but they should not be used as a weapon to settle trade disputes. He believes that the most important thing is to do a good job in protecting intellectual property rights. Both China and the us have room for improvement in relevant policy areas and can create a more level playing field through china-us trade agreements, especially in terms of government subsidies and disclosure of intellectual property information.