The heated US China trade war has added many variables to the PCB industry

Before May, the trade war between the United States and China, which was highly expected by the market, was expected to end peacefully, but it was never expected that President Trump of the United States would announce on Twitter without warning that since May 10, 25% high tariffs would be imposed on US $200 billion worth of domestic goods exported to the United States. The sudden move not only shocked the industry, but also directly impacted the financial market, and the global stock markets were in a downward trend.

Next, Trump made a heavy hand on Huawei and declared that the country had entered a state of emergency, requiring American enterprises to disable Huawei equipment and cut off Huawei's supplies; Subsequently, the U.S. Department of Trade announced that Huawei and more than 70 of its affiliated enterprises were blacklisted. Many American enterprises, including Google, Intel, Xilinx, Qualcomm, Broadcom, and Micron, followed up to boycott Huawei. This series of actions is nothing more than for 5G technology.

Increase in PCB output value across the Straits

With the coming of 5G era, PCB industry can be said to bring considerable business opportunities. The number and specifications of PCBs used from base stations to smart phones are quite different from those in the past. As 5G has the characteristics of ultra-high communication rate, high layout density and low delay time, it drives the PCB area to be enlarged and the number of laminated layers to be increased, which increases the demand for copper foil substrates, as well as high frequency and high-speed materials.

As for 5G base station, a large number of high-frequency boards must be used; In addition, the development trend of the antenna will turn to multi receiving and multi transmitting and miniaturization. The number of antenna ports will increase from the traditional four ports and eight ports to six four ports and twelve eight ports. The demand for high-frequency boards for antenna applications will increase dramatically. In addition, the high power consumption of 5G mobile phones has increased the penetration rate of SLP. Therefore, as 5G is about to be commercialized and new applications are driven to rise, PCB output across the Taiwan Straits in 2019 will grow by about 1.5% compared with last year, with an estimated output value of 661.1 billion Taiwan dollars.

At present, Taiwan's PCB manufacturers distribute 5G industry, including upstream copper foil Changchun Petrochemical, South Asia, Jinju and Rongke; Zhongyou Copper Foil Substrate (CCL), Lianmao, and Taiwan Optoelectronics; Downstream microwave communication board factory Xianfeng, Hi tech, Xinfuxing, Bozhi, etc. As CCL accounts for about 50% of the cost of PCB, it is an important material to support high frequency and high-speed transmission of PCB.

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