市場需求放量 PCB廠加緊擴充產能
Date: 2015-03-12
News Type:
根據PCB行業市場調研機構NT Information的資料統計,在經濟逐漸好轉的帶動下,2014年全球PCB總產值約為621.02億美元,年增長幅度約為3.5%。在產業佈局上,目前有45%左右的PCB產能出自中國大陸,產品類型以標準多層板為主,且迅速朝高端HDI高密度互連板、柔性電路板等產品線擴展;除此之外,包括韓國、臺灣、日本在內的其他亞洲地區也是重要的PCB生產基地。
總體來看,柔性電路板和高密度互連板(HDI)是近兩年PCB市場增長的兩大看點。一方面,在現今各大品牌搶攻可穿戴電子市場的風潮下,為柔性電路板廠商帶來了不小的商機;另一方面,隨著汽車電子化程度的不斷提升,車用柔性電路板的用量也呈現出上升的勢頭。而在4G通信移動終端替換效應的推動下,一批高端HDI板主力廠商紛紛積極擴充產能,以滿足快速攀升的市場需求。
目前全球具備大量供給任意層HDI板能力的廠商僅有北歐NCAB集團、日本Ibiden、奧地利奧特斯AT&S、韓廠Semco與LG Innotek、臺灣欣興、華通與耀華等廠商。
另外,從2014年起,Panasonic集團宣佈大舉縮減其任意層HDI印刷電路板的產能,至2015年第1季以前已停產約九成,從市場反映來看,此舉有望改善整體PCB市場供過於求的態勢,有助於PCB廠獲利提升,但短期之內也會令高端HDI板的供應趨於緊張。(新聞來源:百能網)
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