PCB rally has become a foregone conclusion, the LED industry is "involved"
Summary of content: The tide of rising raw material prices has spread in the LED industry since the second half of last year. This trend seems to have not stopped in the beginning of 2017.
In less than a month since 2017, PCB sheet has experienced a round of price increases. It is understood that the price of PCB sheet has increased by 5% again during this round of price increases. Since the new capacity production cycle of electrolytic copper foil takes 2-3 years, the shortage of copper foil for CCL and PCB will be a normal situation in the next 1-2 years.
According to market news, starting from the first quarter of 2017, the PCB industry from upstream equipment factories, raw material factories to downstream manufacturing factories have shown off-season performance.
One is the increase in the proportion of on-board boards for automotive electronics, from a copper foil substrate of 0.5 square meters to 2 square meters; the second is that Apple ’s new iPhone 8 in the second half of the year will use "class boards" with smaller line widths and smaller line spacing. SubstrateLike-PCB (SLP) technology, which will replace the previous HDIPCB technology.
As the penetration rate of LED lighting enters the final accelerated rise period, coupled with the continued release of demand for LED small-pitch display screens, the market demand is strong, and the PCB industry market will gradually pick up for a long time.
Compared with the communications, lithium battery and automotive industries, the LED industry has relatively low technical requirements for PCBs. At the same time, the reshuffle of small and medium-sized PCB companies has led to overall capacity reduction. Large manufacturers generally bet on future capacity in the communications, lithium battery and automotive industries. , Which will have a significant impact on the LED industry.
Since the beginning of 2016, the price of standard copper foil for PCBs has increased by more than 50%, and the cost of copper foil processing and effective copper clad laminates are 100% and 50% higher than the original average level, respectively. At the beginning of November 2016, the price of raw copper soared to 48,000 yuan / ton. As the price of raw copper rose by 26%, the driving force for the price increase of electrolytic copper foil was shifted from the processing fee to the price of raw copper. Mark. According to Taiwan media reports, in January 2017 there was another small-scale price increase in copper foil processing fees.
Some companies in the industry have said frankly, "Manufacturers of copper-clad laminates have changed the habit of paying only after three to five months of delivery. When purchasing copper foil with cash, the price of copper foil has increased by 20-30%, and they have to queue up Limited supply. "Sheet trading generally ranges from 90 days to half a year. After the demand for lithium battery copper foil emerged, some manufacturers took cash to buy materials, which indirectly caused vicious competition of rising prices. It has been developed in the PCB circuit board industry for more than 30 years. Here is something never before.
Copper foil has been in short supply in the past year. In March last year, Jiantao, the largest copper-clad laminate manufacturer with the largest market share and the largest influence, first issued price increases, and other sheet metal manufacturers followed suit, stimulating upstream and downstream supply chains. follow up.
The shortage of copper foil has also led to the rapid rise of other raw materials. According to news from the industry, the glass fiber thick cloth of CCL, another main material, may rise to 7 yuan / meter. 4 The cumulative increase is more than 40%, and the increase of plastic plates and plastic parts is more than 10%. Even the cartons used for loading have cash transactions.
Copper foil, copper clad laminates and PCB manufacturers have been struggling at the bottom for a long time. No one expected that the lithium battery for vehicles was born. This round of raw materials rose so quickly and lastingly. This time the price increase is more due to the production of electronic copper foil. Lithium copper foil.
The global electronic copper foil production capacity is 41,000 tons per month, of which more than 8,000 tons have been discontinued. Japanese companies have withdrawn from the closure of electronic copper foil factories three years ago and switched to copper foils for high-speed boards, copper foils for high-frequency, copper foils for packaging, and copper foils for flexible boards. In the entire supply chain, about 12,000 tons of electronic copper foil are gone. At present, regardless of whether it is a new copper foil company or an old copper foil company, all the expansions carried out by them are all based on lithium batteries.
In addition, the new demand for PCBs in the communications industry is beginning to brew. According to the public schedules of the major operators around the world, the commercial time of 5G may be further accelerated. It is understood that at the 2018 Winter Olympics in South Korea, South Korean operators will provide 5G services in advance. Verizon in the United States has also been the first to determine the 5G frequency band. The Tokyo Olympic Games in Japan in 2020 will also provide 5G services, so the commercial speed of 5G may be advanced.
Because the number and complexity of 5GMiMO antennas is much higher than that of 4G active antenna systems, higher requirements are raised for improving the antenna integration and reducing the difficulty of assembly. In addition, due to the need to integrate certain power in a smaller size, 5G compared to 4G also puts forward higher requirements for the thermal conductivity of materials.
The commercial speed of 5G is accelerating. Compared with 4G, 5G uses higher frequencies, and it has put forward new technical requirements for low loss, high integration, high consistency and easy processing of RF microwave PCB materials.