AI new revolution PCB is expected to eat sugar cane
Continuing the sluggish atmosphere in 2022, the market will be viewed conservatively in the first half of 2023. Only a few application themes, such as servers, Netcom, and automobiles/electric vehicles, will have relatively strong demand. According to PCB industry players, the market is still in the stage of destocking. Under the influence of the downturn, customers are more cautious in ordering and picking up goods. They hope that the unfavorable factors in the general environment will gradually ease in the second half of the year. With the arrival of the traditional peak season, operations will be brought back to strength.
The Taiwan Circuit Board Association (TPCA) stated that 2023 is still quite challenging. However, thanks to the gradual stabilization of the external environment, the output value of various industrial chains is expected to rebound, bringing growth momentum to the electronics manufacturing industry. PCB is expected to eat sugarcane, and with the new wave of AI revolution, it will drive the growth of high-end computing chips and servers. With the wave of environmental protection and the support of national policies, the shipment of electric vehicles will continue to increase, and the new production capacity of the carrier board factory will continue to expand. It is expected that Taiwanese PCB manufacturing performance is expected to reverse in the second half of 2023, and the annual revenue is estimated to reach 917.8 billion yuan, with an annual growth rate of 1.6%.
In the first half of the year, affected by factors such as the traditional off-season, fewer working days, and sluggish demand, all walks of life have extremely conservative views on the prosperity, and most PCB industry players also take it cautiously. Industry insiders pointed out that under the reversal of the economy in 2022, the performance of various PCB processes will be mediocre. IC substrates are fairly strong, but at the current stage, the views of serial substrate manufacturers are turning conservative, and the overall industry atmosphere is very bearish.
Xinxing recently pointed out that the market is still in the process of adjustment, and when it will recover and reverse, it will be observed once more. As far as the current situation is concerned, the high-end demand is relatively stable, and the development of new products from customers is still active, especially AI-related applications such as intelligence and intelligence, while the adjustment range of low-end or mature products is relatively large. Strength, to adjust production capacity or expand production appropriately.
Hard-board manufacturer Jianding covers a wide range of products. Among the many product lines, automotive boards and server boards are relatively clear growth drivers. Others such as DRAM modules, notebooks, and Chinese mobile phones are not prominent. The observation point is whether the market will continue to grow in the second half of the year. Return to temperature as scheduled.
The PCB supply chain of major American mobile phone manufacturers is also affected by the reduction of working days and the impact of off-season, such as the leading PCB manufacturer Zhending and the major HDI manufacturer Huatong. According to the legal person, the pressure of destocking in the market is still there, and the terminal consumption is sluggish. The outlook for consumer electronics is generally conservative. However, this year’s new models in the United States have changed. Coupled with the new products, it is expected that the momentum of purchases will gradually recover in the second quarter. The arrival of the traditional peak season in the second half of the year will bring momentum to the supply chain.
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