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The PCB industry will usher in a peak season in the second half of 2022

The PCB industry under the epidemic situation -Fight against the interference of the epidemic

Printed circuit board industry is the basic industry of electronic information industry, the downstream application fields are wide, involving various fields of social economy, the impact of a single downstream industry is small, and the electronic information industry and macroeconomic situation is strongly correlated. In recent years, with the rapid development of global science and technology, 5G, new energy vehicles, Mini LED, artificial intelligence and other new scientific and technological hot spots continue to emerge, driving the sustainable growth of global electronic information industry, thus promoting the development of PCB industry. Driven by the hot spots of science and technology, the global electronic information industry will continue to grow in the future, bringing a broad market space for the development of PCB industry. At the same time, the technological development of downstream applications will drive the technological development of PCB products to meet the market demand of end products. The epidemic has affected all walks of life, but the PCB downstream demand is still strong, which drives the PCB industry to improve the prosperity.

The PCB industry will usher in a peak season in the second half of 2022

PCB and equipment factory revenue released in June,Tripod, Yatai Metal revenue in the first half of the year was high, some such as Tenghui,Mode are still affected by China’s containment effect, most manufacturers are optimistic about the arrival of the peak season in the second half of the year, have said that they will strive to achieve a new peak in annual revenue.

Tripod Technology Corporation posted consolidated revenue of NT $5.643 billion in June, up 9.4 percent year on year and down 0.7 percent month on month. The consolidated revenue of the second quarter was 16.571 billion RMB, up 10.16% year on year and down 4.5% quarter on quarter, mainly due to the lower than expected shipment due to the lockdown of Shanghai and the lack of workers in the client after the lockdown.

The accumulated consolidated revenue of the first half of this year reached 33.931 billion RMB, with a year-on-year growth rate of 12.6% compared with 30.144 billion RMB in the same period last year. The revenue of the first half of the year hit a record high.

Copper foil substrate factory Tenflyer saw its June revenue drop 9.7 percent month on month to 3.18 billion RMB, down 14.7 percent year on year. Due to repeated epidemic in the first half of this year, China’s control measures affected the shipment of supply chain and intensified the supply chain of various electronic products, resulting in a serious stagnation of logistics.

Outbreak of Tenflyer shows that Shanghai is already unlock, but some areas continued to controls, plus the chip demand, inflation, make the car sales fell sharply, automotive materials orders demand, a certain influence on the overall sales, however, application of the military-industrial complex and space polyimide (PI) substrate orders rose, hit a record high performance in June.

Looking forward to the second half of the year, Tenflyer said that the traditional NB peak season, the HDI process of low loss materials application orders will gradually increase, heat dissipation materials in metal substrate has also made a breakthrough, we are confident in sustainable and stable growth.

AOI Testing equipment maker Yuda reported revenue of 292 million RMB in June, up 45.3 percent from a year earlier and hitting a record high for the same period. The accumulated revenue in the first half reached 1.21 billion RMB, up 17.73% from the same period last year. With the arrival of the peak season in the second half of the year, the legal person estimates that the company’s revenue performance will continue to climb quarter by quarter, and the annual revenue is expected to hit another peak.

Pastoral Technology’s revenue in June was about 182 million RMB, up 3.71% on a monthly basis and down 25.71% on a yearly basis. Mode explained that due to the lockdown in China, the equipment out of the machine was indirectly affected, the raw materials fluctuated frequently, the market recovery still needs time, the local sealing is still adopted gradually, for the transport of key components, can not be in place at one time, will be prepared for the prudent response.

Advanced immersion equipment maker Yatai Metal today reported consolidated revenue of NT $715 million for the first half of 2022, a record for the same period in a year and an increase of 4.34% from the same period last year.

Yatai Metal said, mainly due to the vertical CCL immersion equipment in the client installation and testing progress smoothly, successive contributions to profit, estimated this year upright CCL immersion equipment is still a robust performance, and in the second half of the year, and high-order IC substrate immersion equipment continued to contribute to revenue.

Heyisheng Industrial consolidated revenue of 148 million RMB in June, up 13.92% month, the cumulative revenue of the first half of the year is 816 million RMB, up 6.64% year on year. In June, the main beneficiaries were PCB and LED bicycle lights. In June, the consolidated revenue of Geoelastic, a major manufacturer of insulation materials, reached 123 million RMB, totaling 699 million RMB in the first half of the year, with an annual growth rate of 1.4% and 2.04% respectively.

China’s PCB development trend

In recent years, the output value of CB industry in China has grown rapidly. The technological development of PCB industry is closely related to the demand of downstream electronic terminal products. As electronic information technology changes with each passing day, the updating speed of electronic products is accelerated. The new generation of electronic products are developing towards miniaturization, portability and multi-function, and promoting the development of PCB products towards high-density, high-performance and environmental protection. In the future, with the rise of local brands, China will continue to break the monopoly of the global industry in the original technology field, and gradually realize the replacement of imported equipment. China’s PCB industry has a promising future.

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