Vim li cas Suav PCB / FPC Enterprises muaj kev sib tw

Tam sim no, lub ntiaj teb cov ntawv luam tawm Circuit Board (PCB) cov neeg ua si suav nrog Zhending (thiab nws cov koom tes ua lag luam Pengding Holdings), Xinxing Group, Dongshan Precision, Nippon Mektron, lub tuam txhab FPC loj hauv NOK, Nyiv, Huatong, Jianding, TTM Schindler Technology, thiab lwm yam raws li cov nyiaj tau los ntawm txhua lub tuam txhab hauv 2021, Nyiv Qisheng, Pengding Holdings thiab Dongshan Precision tau nyob rau saum peb ntawm cov ntsiab lus ntawm kev ua lag luam, nrog rau kev lag luam feem ntau tshaj 5.5 feem pua; ua raws li Xinxing Group, Ibiden, thiab TTM Schindler Technology, qhov kev sib koom ua lag luam yog siab dua 2.5 feem pua. Ntawm qhov tod tes, kev faib tawm ntawm cov neeg koom nrog PCB kev lag luam thoob ntiaj teb tau sib cais, thiab kev sib tw yog qhov hnyav heev.

Cov neeg ua lag luam thoob ntiaj teb muaj kev sib tw heev

Nyob rau hauv cov nqe lus ntawm concentration, nyob rau hauv 2021, lub CR3 concentration ntawm lub ntiaj teb no luam Circuit Court board (PCB) kev lag luam yuav tshaj 15 feem pua, cov CR5 concentration yuav yog hais txog 25 feem pua, thiab cov CR10 concentration yuav nyob ze rau 40 feem pua. Nyob rau hauv tag nrho, tag nrho cov concentration ntawm lub ntiaj teb no PCB lag luam yog tsawg, cov xov tooj ntawm cov tuam txhab uas muag nyob rau hauv kev ua lag luam yog loj thiab kev sib tw yog heev hnyav, thiab lub taub hau scale nyhuv yog tsis pom tseeb.

Raws li CINNO Kev Tshawb Fawb cov ntaub ntawv, los ntawm 2016 txog 2021, 100 lub ntiaj teb PCB tuam txhab lag luam feem ntau yog nyob hauv Asia, xws li Tuam Tshoj av loj, Taiwan, Nyiv, thiab Kaus Lim Qab Teb. Tag nrho cov nyiaj tau los ntawm cov tuam txhab teev npe hauv cheeb tsam saum toj no hloov pauv ntawm 90 feem pua ​​​​txhua xyoo. Rau qee qhov, nws tuaj yeem piav qhia tias lub hom phiaj ntawm lub ntiaj teb luam tawm Circuit Board lag luam tau hloov mus rau Asia.

Kev sib koom ua lag luam ntawm cov tuam txhab suav hauv daim ntawv teev npe hauv 2021 yog kwv yees li 63 feem pua, nce li ntawm 2.7 feem pua ​​​​ntawm cov ntsiab lus xyoo dhau los, qhia txog kev loj hlob. Ntawm lawv, kev lag luam loj ntawm cov tuam txhab teev npe hauv Suav teb suav txog ze li 30 feem pua, nce li ntawm 2 feem pua ​​​​ntawm cov ntsiab lus xyoo dhau los; thaum lub lag luam loj ntawm cov tuam txhab teev npe hauv Taiwan, Tuam Tshoj suav txog ze li 35 feem pua, nce 0.7 feem pua ​​xyoo-rau-xyoo; Nyob rau hauv tas li ntawd, Nyiv, Lub lag luam feem ntawm South Kauslim tuam txhab uas muag nyob rau hauv daim ntawv teev npe yog hais txog 18 feem pua ​​thiab 12 feem pua, feem.

Nyob rau hauv tag nrho, tag nrho cov nyiaj tau los ntawm Suav tuam txhab uas muag nyob rau hauv daim ntawv teev npe yog qhov loj tshaj plaws, thiab tag nrho cov nplai ntawm Suav tuam txhab uas muag teej tug mus rau lub saum toj 100 tuam txhab uas muag tau nce nyob rau hauv kev faib ua feem ntawm tag nrho cov nplai ntawm cov saum toj kawg nkaus 100 tuam txhab uas muag. Tau dhau los ua lub ntiaj teb PCB kev lag luam chaw.

Raws li CINNO tshawb fawb cov ntaub ntawv, muaj 62 Suav tuam txhab uas muag nyob rau hauv daim ntawv teev npe nyob rau hauv 2021, accounting rau ntau tshaj 60 feem pua ​​ntawm cov saum toj kawg nkaus 100 tuam txhab uas muag. Cov tuam txhab suav ua haujlwm tseem ceeb hauv kev lag luam PCB thoob ntiaj teb. Ntawm lawv, tus naj npawb ntawm cov tuam txhab lag luam hauv Suav teb suav txog ze li 40 feem pua, tus naj npawb ntawm cov lag luam hauv Taiwan, Tuam Tshoj suav txog ntau dua 20 feem pua; tus naj npawb ntawm cov lag luam Nyij Pooj suav txog li 20 feem pua ​​​​ntawm tag nrho; South Kauslim cov lag luam suav txog li 10 feem pua ​​​​ntawm tag nrho; tag nrho cov kev faib ua feem ntawm cov lag luam nyob rau hauv lwm lub teb chaws thiab cheeb tsam tsis ntau tshaj 10 feem pua.

Yog li ntawd, Suav tuam txhab muaj kev ua tau zoo nyob rau hauv lub ntiaj teb no luam Circuit Court board kev lag luam, thiab lawv cov kev sib tw zog tau lees paub los ntawm lub ntiaj teb no PCB lag luam.

Raws li Prismark cov ntaub ntawv, Suav tuam txhab uas muag nyob rau hauv lub saum toj kawg nkaus 20 ntiaj teb no PCB manufacturers nyob rau hauv 2021 yuav tuav ib tug loj dua, ntawm uas 9 yog Taiwanese tuam txhab uas muag (Zhending, Xinsen Group, Huatong, Jianding, HannStar, Nanya Circuit Court Board, Hushi, Jingshuo, Taijun) , 3 nyob rau hauv Tuam Tshoj mainland (Dongshan Precision, Shennan Circuit Court, Jingwang Electronics).

Los ntawm qhov kev xav ntawm tus nqi tso zis, Taiwan Zhending muaj tus nqi tso zis ntau tshaj plaws, tshaj 5.5 billion US dollars; ua raws los ntawm Taiwan Xinsen Group, Tuam Tshoj, nrog rau cov nqi tsim tawm ze li ntawm 4 billion US dollars; Tuam Tshoj Mainland Dongshan Precision muaj tus nqi tso zis ntau dua 3 billion US dollars. Tus nqi tso zis ntawm 20 PCB cov tuam txhab hauv ntiaj teb yog siab dua 1.2 billion US dollars. Yog li ntawd, kev lag luam PCB thoob ntiaj teb tam sim no tab tom txhim kho zoo.

Ntawm tag nrho, Suav cov tuam txhab PCB hauv zos suav txog li 60 feem pua ​​​​ntawm 20 lub tuam txhab PCB saum toj kawg nkaus hauv ntiaj teb, thiab ntau tshaj li ib nrab ntawm cov khoom tsim tawm los ntawm Tuam Tshoj thiab Taiwan. Yog li ntawd, Tuam Tshoj lub zos PCB kev lag luam yog booming thiab cov tuam txhab hauv zos muaj kev sib tw ntau dua.