【獨家點評】『2019全球電路板產業回顧與趨勢展望(上)』
Date: 2020-03-12
News Type:
2019年全球主要電路板生產廠商,除了臺灣廠商保持微幅成長以外(台幣計價),韓國廠商則呈現微幅衰退,陸資廠商和日本廠商則在天秤的兩端,前者仍保持近幾年雙位數的高成長率,日本廠商則是繼2018年衰退後,2019年更大幅衰退約10%左右。因此在餅未做大只是重新分配的情形下,預估2019年全球電路板產值規模約在683億美元左右,相較2018年微幅衰退1.2%。
綜觀2019年全球電路板產業微幅衰退的原因有幾點:全球終端需求普遍下降、高階產品降價、新興應用仍未成氣候等原因。而在中、日、韓PCB產業概況部分簡述如下:
中國大陸:前三季各家廠商電路板產品累計營收達到494.4億人民幣,相較2018年前三季成長近二成左右,2019年中國大陸電路板產業觀察幾項重點為:購並綜效帶動成長、次世代5G行動通訊基地台兵家必爭、少數過往高成長率公司成長不再。
日本:以目前日本上市電路板廠商已經公佈的前三季營收狀況推估,2019年日本電路板產值約為118億美元,相較2018年衰退約10%左右,這已經是繼2018年日本為全球唯一產值衰退的國家後,2019年再度成為全球各國產值衰退最大的國家。日本電路板產業目前正處於轉型時刻,若未能成功則可能將慢慢退出全球領先群的地位。
韓國:2019年韓國電路板廠商營收表現不一,若以前三季公佈的營收推估,2019年韓國電路板產值約在92億美元左右,估計將稍微衰退2.1%。值得關注的是LG Innotek 2019年前三季營收衰退9.4%,決定在2019年關閉PCB工廠,並在2020年中正式退出PCB市場,換言之,2021年若其他韓國電路板廠未能接收LG Innotek退出後的訂單,韓國電路板產業最高每年將減少約7~10億美元的產值規模,也就是約1.5%左右之全球市占率。(新聞來源:TPCA)
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