Keyword: PCB industry, PCB market, PCB
Industry cycle seems to change more rapidly in recent years, the past mostly takes 5 ~ 10 years will be through the germination, growth, maturity to the rhythm of the recession, seems to be under the market excess capital and technological innovation is increasingly difficult, faster surprise letting a person.
Off from DRAM, panels to the development of over 15 years, and then observe the LED and solar booming but only 10 years and 5 years, the two are regarded as emerging industry of energy saving, recently has been in the capital market into hot mountain Yu, investors away. Is not walk away from the trend of industrial development, but too much investment in a certain industry chain link cause imbalance between supply and demand, and thus the price imbalances. Soft board has taken such a course, at this stage of the east don't hurt in the five years ago, is for everyone.
A virtuous cycle after reforming
Soft board industry since 2005 imbalance between supply and demand, due to bullish on its characteristics and trends, makes the giant enterprise invest excess supply capacity, 2005 soft plate under price competition prices plunged more than 20%, in 2006, 2007, continue to adjust, prices are still about 10% decline, thus many loss-making soft plate factory.
After 2008 years in succession of soft board factory to exit the market and also in merger and acquisition and integration among firms, make industry gradually restored order, including South Korea vendors Young Poong m&a Interflex, Taiwan said han yu Byrd closed soft plate factory, all written down good exit the market, and the upstream soft substrate XinYang giti branch petition for reforming and soft board of Hong Kong companies announced reorganization, will eventually industry began to a virtuous cycle.
Soft board to a ring for the PCB industry, because of its high flexural can change shape according to the product design, and can be stereo wiring, make the product reduce weight, volume and improve the cost effectiveness. According to Prismark PCB market institutions, 2000 soft board output value accounts for only 5% whole PCB industry, the proportion of the total output value of PCB have ascended to 2006 to 15%, the growth space is large.
Taiwan factory has the cost advantage
Especially in recent years, consumer electronic products gradually towards lightweight and soft board new applications also gradually formed after the recent price rationalization. Soft board, about 30% more than 2008 applications in mobile phones, other applications in panel and driver IC link, NB screen connected to the motherboard, cd-rom, etc. Intelligent mobile phone rise in 2009, the single mobile soft board from 1 ~ 5 increased to 5 ~ 10 pieces, plus 2010 tablet computers rise, single soft board with about 10 ~ 15 tablets, more enlarges the application requirements, estimated 2011 ~ 12 soft board will remain at 20% growth rate, relative to other electronic industry more stable.
Soft panel makers in Taiwan after industry adjustment from 2005 to 2008, in addition to the giant exit, the past of Chinese small soft board factory with low price competition also have closed down under conditions. Overall soft board industry, is still in Japan for the countries of the production and technology leading the biggest, but Taiwan manufacturers cost remains cost advantage, major vendors are: soft plate material PI up to Michael and substrate of the rainbow, the soft panel makers county, jia lian yi, xu soft positive input capacity expansion this year, worth of follow-up.
Source: //www.seekic.com
