The hottest PCB rise is a foregone conclusion, and

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The rise of PCB has become a foregone conclusion. The LED industry is "implicated"

the rise in raw material prices has spread in the LED industry since the second half of last year. This trend seems to have not stopped at the beginning of 2017

less than one month into 2017, PCB plates have experienced a round of price rise. It is understood that the price of PCB plates rose again by 5% in this round of price rise. Since the new production cycle of electrolytic copper foil requires 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, from the first quarter of 2017, the PCB industry has shown off-season performance from upstream equipment plants, raw material plants to downstream manufacturers

first, the proportion of vehicle board for automotive electronics increased from 0.5 square meters of copper foil substrate to 2 square meters; Second, it is said that Apple's new iphone8 in the second half of the year will adopt the "substratelike PCB" (SLP) technology with smaller line width and line spacing, which will replace the previous hdipcb technology

as the LED lighting penetration rate enters the final accelerated rising period, coupled with the continuous release of the demand for LED small spacing display screens, the market demand is strong, and the gradual recovery of the PCB industry will last for a long time

compared with the high modulus, there are still technical disadvantages in the communication, lithium battery and automotive industries. The LED industry has relatively low technical requirements for PCB. At the same time, the reshuffle of small and medium-sized PCB enterprises has led to the compression of overall production capacity. Large manufacturers generally bet on the future production capacity in the communication, lithium battery and automotive industries, which also has a great impact on the LED industry

since the beginning of 2016, the price of PCB standard copper foil has increased by more than 50%, and the processing fee of copper foil and the selling price of effective copper clad laminate are 100% and 50% higher than the original average level respectively. At the beginning of November 2016, the price of raw copper soared to 48000 yuan/ton. Due to the 26% rise in the price of raw copper, the driving force of the price rise of electrolytic copper foil was transferred from processing fees to the price of raw copper, and the overall price of electrolytic copper foil has exceeded 110000 yuan/ton. According to Taiwan media reports, there was another small-scale price increase in copper foil processing fees in January 2017

some companies in the industry said frankly, "the manufacturing enterprises of copper-clad laminates have changed the habit of paying three to five months after arrival. When purchasing copper foil with cash, the price of copper foil has increased by 20-30%, and they have to queue up to order and supply in limited quantities." Plate trading generally ranges from 90 days to half a year. Lithium does not form a battery at room temperature. After the demand for copper foil appeared, some manufacturers took cash to buy materials, which indirectly caused vicious competition of price rise, which has never been seen in the development of PCB circuit board industry for more than 30 years

copper foil has been in short supply in the past year. Last March, Jiantao, the largest copper clad laminate manufacturer with the highest market share and the greatest influence, first issued a price increase notice. After that, other plate makers followed suit, stimulating the upstream and downstream supply chains to follow up comprehensively

the shortage of copper foil supply has also led to the rapid rise of other raw materials. According to the news in the industry, the glass fiber thick cloth, another main material of CCL, may rise to 7 yuan/meter, the cumulative increase of aluminum substrate and light guide plate is about 20%, the cumulative increase of FR-4 is more than 40%, the increase of plastic plate and plastic parts is more than 10%, and even cash transactions occur in cartons for loading

copper foil, copper clad laminate and PCB manufacturers have been struggling at the bottom for a long time. No one expected the emergence of automotive lithium batteries. This round of raw material rise cycle is so rapid and lasting. This price rise is more caused by the conversion of electronic copper foil production capacity to lithium battery copper foil

the global production capacity of electronic copper foil is 41000 tons per month, of which more than 8000 tons have been discontinued. In Japan, this is what we usually call the stress whitening phenomenon. As early as three years ago, enterprises have withdrawn from shutting down electronic copper foil factories and switched to copper foil for high-speed board, high-frequency, packaging and flexible board. In the whole supply chain, about 12000 tons of electronic copper foil are gone. At present, no matter the new copper foil enterprises or the old copper foil enterprises, all their production expansion is centered on lithium batteries

in addition, the new demand for PCB in the communication industry is brewing. According to the public schedule of major operators around the world, the commercial time of 5g may be further accelerated. It is understood that Korean operators will provide 5g services in advance at the 2018 Korean Winter Olympics. Verizon of the United States has also been the first to determine the 5g frequency band. PEBA will also be provided for the 2020 Tokyo Olympic Games in Japan. It is often used in the 5g business of sports equipment, so the commercial speed of 5g may be advanced

since the number and complexity of 5gmimo antennas are much higher than that of 4G active antenna system, higher requirements are put forward for improving antenna integration and reducing assembly difficulty. In addition, due to the need to integrate a certain power in a smaller size, 5g also puts forward higher requirements for the thermal conductivity of materials compared with 4G

The commercial speed of

5g is accelerating. Compared with 4G, 5g puts forward new technical requirements for low loss, high integration, high consistency and easy processing of RF and Microwave PCB materials due to its higher frequency

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