2023-03-07
In 2023, the PCB market will face big environmental challenges. Consumer electronics, PC/NB, and mobile phones have not yet seen a recovery. The industry expects that the business will improve in the second half of the year, and the annual output value of PCBs will have the opportunity to grow compared with last year. In the first half of the year, the growth momentum of the PCB industry was the clearest, and the car board, which suffered from material shortage in the past two years, was the most positive, and the relevant industry players had the most optimistic view on the car board.
According to TPCA Taiwan Circuit Board Association, due to the poor outlook of the overall economy, the demand forecast for terminal electronic products tends to be conservative. The destocking in the first half of this year may lead to a continued slump in overall sales, and there is a chance to gradually increase in the second half of the year. Overall, the volatility of global terminal products will slow down in 2023, generally showing a slight decline.
For the electronic supply chain, if the economic and consumer demand is expected to resume growth in the second half of the year, it is estimated that the global PCB output value will still maintain a slight growth of 3%, and the total output value will be 90.8 billion US dollars; The economies of the world are in recession, and the overall PCB output value cannot be ruled out to face a shrinking dilemma. It is prudently estimated that the global PCB output value will decline by 4% (about 84.7 billion U.S. dollars).
At present, domestic auto sheet-related concept stocks, including Jingpeng, the world's top three hard-board manufacturers in the world, Hi-Tech, a new energy vehicle electronic control board factory, and Yijia, a flexible board manufacturer, as well as HDI manufacturers Jianding, Dynamic, and Yaohua, all affirm that this year's automobile The board will most definitely identify a market that will grow.
Jingpeng said that, on average, the global demand for car replacements is about 90 million units a year, which did not reach this level last year or the year before last, mainly due to supply chain problems. This year, both war and epidemic will slow down. phenomenon, so we will be more optimistic about the smoothness of shipments this year.
Yijia's vehicle-mounted ratio has reached more than 60%. The company also stated that the current demand for automotive boards is still good, and customers have strong momentum in purchasing goods. Looking at the outlook for the whole year, due to the small number of working days, it is estimated that the first quarter will be the whole year of this year. At the bottom of the valley, it can also maintain an annual growth posture. This year will be a performance of rising quarter by quarter. Dynamic's market share in the automotive sheet market has also reached 60%. The company believes that consumer electronics, PC-related market demand is still conservative, and the first quarter seems to be the bottom. If you look at the whole year, this year is still a car The user market, as well as the Netcom and server markets will have growth momentum.
In the field of electric vehicles, the industry said that 30-40% of the boards of electric vehicles are different from those of fuel vehicles. The main difference lies in the power system. Because electric vehicles consume a lot of electricity and a large amount of current, they need 2-3oz The domestic heavy copper plate manufacturer Hi-Tech also believes that since the fourth quarter of last year, customer demand has gradually improved. With the support of the growth of the automotive and Internet business, although the number of working days decreased in the first quarter overall, the demand for orders was not high. Poor, the revenue in the first quarter was the same as that of the previous quarter, and the automotive sheet is the product line with relatively better and clearest growth rate for Hi-Tech this year.