Kev nkag mus ntxiv ntawm 5G thiab automotive electronics yuav ua rau muaj kev loj hlob mus sij hawm ntev rau PCB kev lag luam, tab sis nyob rau hauv kev cuam tshuam ntawm 2020 kev sib kis, qhov kev thov rau cov neeg siv khoom siv hluav taws xob thiab tsheb PCB tseem yuav poob qis, thiab qhov kev thov rau PCBs hauv 5G kev sib txuas lus thiab kev kho mob yuav tsum tau loj hlob.
PCB downstream daim ntaub ntawv tau tawg, thiab kev thov hauv ntau qhov chaw sib txawv. Hauv 2019, tshwj tsis yog qhov kev thov rau kev siv vaj tse xws li kev sib txuas lus thiab kev cia khoom, uas txuas ntxiv mus, lwm ntu tau poob qis. Hauv kev lag luam ntawm cov neeg siv khoom siv hluav taws xob, tus nqi tsim tawm thoob ntiaj teb hauv 2019 poob los ntawm 2.8% xyoo-rau-xyoo, cov khoom tsim tawm thoob ntiaj teb hauv kev lag luam tsheb hluav taws xob poob ntau dua 5%, thiab kev tswj hwm kev lag luam aerospace thiab kev kho mob tau poob qis me ntsis. . Nws cia siab tias xyoo 2020, ntxiv rau cov khoom siv hluav taws xob kho mob, qhov kev thov hloov pauv hauv lwm cov haujlwm yuav txuas ntxiv mus rau xyoo dhau los. Xyoo 2020, thaj chaw kho mob hluav taws xob yuav raug txhawb los ntawm kev sib kis, thiab qhov kev thov rau PCB yuav nce ntxiv, tab sis nws qhov kev faib ua feem me me yuav muaj qhov txwv tsis pub dhau qhov kev thov tag nrho.
Nws tau kwv yees tias qhov kev thov rau cov neeg siv khoom siv hluav taws xob xws li xov tooj ntawm tes thiab PCs, qhov twg PCBs yuav suav txog ze li 60% ntawm cov ntawv thov hauv qab xyoo 2020, yuav txo qis li ntawm 10%. Kev poob qis hauv kev xa xov tooj ntawm tes thoob ntiaj teb tau poob qis hauv 2019, thiab PC thiab ntsiav tshuaj xa khoom tau rov zoo dua me ntsis; Nyob rau tib lub sijhawm, Tuam Tshoj tus nqi PCB tso tawm hauv cov teb saum toj no suav nrog ntau dua 70% ntawm lub ntiaj teb tag nrho. . Hauv thawj peb lub hlis twg xyoo 2020, vim muaj kev cuam tshuam ntawm kev sib kis, kev xa khoom thoob ntiaj teb ntawm cov khoom siv hluav taws xob xws li xov tooj ntawm tes, PCs, thiab ntsiav tshuaj poob qis; yog tias kev kis thoob ntiaj teb tuaj yeem tswj tau nyob rau lub quarter thib ob, qhov kev poob qis hauv ntiaj teb cov neeg siv khoom siv hluav taws xob hauv lub davhlau ya nyob twg xav tau yuav poob qis hauv lub quarter thib peb, cov tsoos hauv lub quarter thib plaub Lub caij noj zaub mov siab tshaj plaws tau txais txiaj ntsig kev loj hlob, tab sis nws xav tias kev xa khoom xa tuaj. thoob plaws hauv lub xyoo tseem yuav poob qis ntau xyoo-rau-xyoo. Ntawm qhov tod tes, kev siv FPC thiab high-end HDI los ntawm ib lub xov tooj 5G nkaus xwb yog siab dua li ntawm 4G xov tooj ntawm tes. Qhov nce ntawm qhov nkag mus ntawm 5G lub xov tooj ntawm tes tuaj yeem ua rau qeeb qhov kev thov qis los ntawm qhov poob ntawm tag nrho cov xov tooj ntawm tes xa mus rau qee yam. Nyob rau tib lub sijhawm, kev kawm online, Online chaw ua haujlwm xav tau rau PC tau rov zoo ib nrab, thiab cov khoom xa tuaj rau PC tau nqaim piv nrog lwm lub computer thiab cov khoom siv hluav taws xob xa khoom. Hauv 1-2 xyoos tom ntej no, 5G network infrastructure tseem nyob rau lub sijhawm tsim kho, thiab kev nkag mus ntawm 5G xov tooj ntawm tes tsis siab. Hauv lub sijhawm luv luv, qhov kev thov rau FPC thiab high-end HDI uas tau tsav los ntawm 5G xov tooj ntawm tes yog txwv, thiab cov ntim loj yuav maj mam ua tiav hauv 3-5 xyoo tom ntej.