Under the new normal economy, many in the transition industry, enterprises face multiple difficulties, difficult to survive. However, since the end of 2015, there has been a sustained supply shortage and high prices. This is the basic material of electronic industry copper clad laminate.
Yesterday, China's copper clad industry elite gathered in Quanzhou, held a high-level forum on the banks of Nanan's Wu Rong Park, analyzed the status quo and discussed the future.
"This is a market driven supply side reform." As the world's second largest professional manufacturers, the first domestic copper clad laminate listed company, Guangdong Shengyi Polytron Technologies Inc chairman Liu Shufeng said, the electronics industry is nearly ten years the world economy has been almost the only one in the growth of the industry, CCL industry has also been investment expansion, but the supply chain is not some links from the growth of benefit, long time unreasonable prices contributed to the reform of the supply side, due to the lack of supply, causing prices "retaliatory adjustment".
According to the analysis, the price of CCL has been at a low level for a long time and reached its peak around 2015. As early as in 2012, as a big country in the electronics industry, Japan gradually reduced production of copper clad laminate products. Enterprises switched to producing soft boards with higher added value, such as electrolytic copper foil and copper foil for high-frequency materials. With Japan, South Korea, China foil and Taiwan China enterprises lithium battery, many factors, including the supply of a CCL is reduced up to 31%, the CCL industry thus in short supply.
However, the investment in the CCL industry is huge and it is a capital intensive industry. The lack of capacity has not triggered new investment activities. Instead, the copper industry is still the first time in the history of power foil this new market, the future of copper foil industry can no longer rely on the electronics industry, may also seek a way out of capacity. Almost all of the copper foil manufacturers' investment plans for the year ended 2018 were invested in power foils.
"Supply chain parties are destiny community, not simple buying and selling relationship."." Liu Shufeng said that the supply side of the copper foil industry reform, but also to other industries brought a common reflection and warning. In today's division of labor and internationalization, the whole supply chain is also the link of the value chain, and it is a relationship that depends on each other. In addition to the price, as well as the value chain reconstruction brought about by technological progress in each link, we can not just regard a link as the traditional buying and selling relationship. Excessive crushing of suppliers at one end of the loss will make the supply imbalance, and the price adjustment after the imbalance is "retaliatory", so it is necessary to maintain reasonable prices. According to analysis, the current situation will continue until 2018.
"Copper clad tiles seem like an out of the way place, but they are closely related to our lives."." Fujian lehoo electronic Limited by Share Ltd general manager Fu Zhixiong said that the CCL is the circuit board of the upstream enterprises, home appliances, mobile phone, computer, car, wearable devices, mobile medical equipment are in need of downstream products of circuit board using copper clad laminate, once a problem, the board will be a problem, "CCL 5 yuan, 10 yuan out of electronic products on the value of the yuan, will not be able to use hundreds of thousands of".
Fu Zhixiong said that although the industry is highly competitive, it is difficult to enter. In Fujian Province, there is only one platinum - clad copper enterprise, and the market share of the paper - based CCL is among the top three in the country. Fu Zhixiong said that the CCL price is not expensive, but the quality requirements of high stability, on the one hand, enterprises select the suppliers, to the stability of the product will not be easily replaced, on the other hand, requirements on supplier quality and technology will be very strict.
For the construction of the "Quanzhou core Valley", Fu Zhixiong is full of expectations. The core valley of electronic materials demand will be relatively strong, as the local enterprises to provide basic materials for electronic equipment, is willing to "Quanzhou core Valley" for enterprise development, supporting collaboration and downstream electronics enterprises.
For the future of the industry, China electronic materials industry association senior consultant CCLA Zhu Datong believes that with the development of automotive electronics, predicted that by 2020 there will be a printed circuit board market demand of $9 billion. In the next few years, China will gradually enter the 5G era, and communication base stations will be built in large numbers. This is bound to lead to greater demand for circuit boards, thus becoming a new hot spot in the CCL market. However, the new hot market also put forward higher performance requirements for CCL, and the industry should work closely with the upstream raw material industry to meet the challenges.
China electronic copper electronic materials industry association branch secretary Leng Daguang also said that the changes in market demand for copper production and operation of enterprises began to realize the normal circulation of funds, enterprises can gather more funds for technological innovation, production technology specialization is more obvious, Chinese should develop the transition to high-grade copper foil varieties, further improve the international status and share.
The forum, the relevant person in charge from the National more than and 60 CCL industry more than 200 industry elite and Chinese Electronic Materials Industry Association CCLA the development present situation, the PCB industry under the new situation of the development of China electronic copper foil for discussion.
Source: Quanzhou Evening News
