<0528>TPCA webinar：Electronic Industry After Pandemic
- 主題：「疫」波三折 PCB產業怎麼走?系列講座 Part III: Electronic Industry After Pandemic
- 講者：Dr. Hayao Nakahara, N.T. Information Ltd
本次TPCA重磅邀請到PCB業界首屈一指調研權威N.T.Information中原捷雄Hayao Nakahara博士，解密疫情對全球經濟的衝擊與終端市場如何左右全球PCB市場趨勢，期望透過專業深入解析產業脈動，與產業一同線上抗疫解密。儘管此場研討會採預先錄製，聽眾QA問答仍十分踴躍，中原捷雄Hayao Nakahara博士會後針對線上問題留言進行回覆，摘要如下：
Ｑ1：Forecast of PCB industry after the impact of COVID-19 and Trade War, since tariff barriers tend to increase.
Answer ：The only answer I have is that 5G related infrastructure demand for PCB and high-end IC substrates may be the only sure areas of growth. There may be ups and downs for PCs, Tablets, Wearables, Smartphones from month to month, but overall, the PCBs for these applications will not be great in 2020. Even though automotive usage of electronics is increasing, the demand for PCB is not pacing such increase trend at this moment. Military usage is increasing but mainly in the US and perhaps in China. More than 50% of the military PCB usage is found in the US and military demand has very little influence to the world PCB demand.
Ｑ2： Please kindly provide us with your forecasting on the PCB & CCL industries in the coming years?
Answer：In the long terms, PCB demand will increase. The share of larger makers will continue to increase. PCB is “investment”. Large makers, particularly in Asia, get larger and faster with their rigorous investment. Al capable CCL makers are running toward high-speed high-performance laminates. Here again, big gets bigger and faster. CCL market (rigid CCL and flex CCL) may be growing to $15-16 billion in three to four years while PCB production will exceed $80 billion in 2023 from $76 billion in 2019 (estimated of N.T. Information) including PCBA & FPCBA by PCB makers, but excluding the value made by EMS.
Disclaimer: this webinar is for reference purposes only and does not represent the opinions of TPCA.