Automotive PCB industry is rapidly rising
Automatic driving and new energy vehicles at the hot market, driven by leading auto PCB manufacturers orders full. At the same time as the automotive industry chain strict audit, the stability of the higher requirements, so the relative level of consumer electronics gross margin of consumer electronics higher, driven by automotive PCB manufacturers profit better.
Automatic driving and new energy vehicles to promote the rapid increase in the amount of automotive PCB
With the traditional car through ADAS gradually to the automatic driving transition, as well as the promotion of new energy vehicles, automotive electronics penetration continues to increase, the use of automotive PCB more and more widely. It is expected that with the maturity and popularization of technology, the level of automobile IT will be improved, and the functions will be rich and practical, and will be infiltrated by the high-end type.
Millimeter-wave radar spaes the huge demand for high-frequency PCBs
At present, the average number of millimeter-wave radars in the future is expected to increase, and the demand for automotive radar PCB will also increase rapidly. And radar high-frequency circuit on the PCB sheet and manufacturing processes have a higher demand. Therefore, the car radar PCB will bring a higher value.
New Energy Vehicle Power Battery
As one of the BMS hardware components of the PCB components, its industry development will also benefit from it. At this stage the use of luxury cars cycling PCB area of about 2-3 square meters, the conservative assumption of new energy vehicle bicycle PCB usage of 2 square meters, 2000 yuan per square meter, the global new energy automotive PCB market in 2020 reached 16.4 billion yuan The
Automotive access to the door high, leading manufacturers first advantage of a huge
Due to the special working environment, safety and high current requirements of the automobile, the requirements of PCB reliability and environmental adaptability are very harsh. According to Jing Peng, chairman of the introduction of industry, zero bad rate is the international manufacturers of the basic requirements of suppliers, but also determines whether it can enter the field of automotive PCB. As the vehicle access to the door high, car manufacturers are generally free to replace certified suppliers. Therefore, once the manufacturers can successfully enter the international manufacturers of the supply chain, not only will bring long-term stability of the company's orders, but also because of the high threshold of the industry characteristics for the company to bring a relatively expansion of business growth space. Therefore, the leading company's first-mover advantage is very obvious.