Domestic automotive PCB market size, distribution and competition pattern
1. At present, from the perspective of the domestic market, the market size of automotive PCB is 10 billion yuan, and its application fields are mainly single and double boards with a small amount of HDI boards for radar.
2. At the present stage, mainstream automotive PCB suppliers include Continental, Yanfeng, Visteon and other famous domestic and foreign manufacturers. Each company has its own focus. For example, Continental is more inclined to multi-layer design, which is mainly used in products with complex design such as radar.
3. 90% of automobile PCBs are outsourced to Tier1 suppliers, but Tesla designs many products independently, instead of outsourced to suppliers, it will directly use products from EMS manufacturers, such as Taiwan’s Quanta.
Application of PCB in new energy vehicles
The on-board PCB is used very much in new energy vehicles, including radar, automatic driving, power engine control, illumination, navigation, electric seat and so on. In addition to the body control of traditional cars, the biggest feature of new energy vehicles is that they have generators and battery management system. These parts all use high-order through-hole design, requiring a large number of hard plates and part of HDI plates. And the latest in-car connected plate will also be a large number of applications, which is the source of four times. The PCB consumption of a traditional car is about 0.6 square meters, and that of a new energy vehicle is 2.5 square meters. The purchase cost is around 2,000 yuan or even higher.
The main reason for the lack of car chip
At present, there are mainly two reasons for the OEMs to prepare goods actively.
1. The lack of chip is not only in the field of automotive electronics, but also in other areas such as communication. Major OEMs are also worried about the similar situation of PCB circuit boards, so they are actively stocking up. If we look at it now, it will probably be in the first quarter of 2022.
2. The rising cost of raw materials, the rising price of copper clad plates with raw materials in short supply, and the overissuance of American currency lead to the shortage of material supply. The whole cycle has been extended from one week to more than five weeks.
How will PCB board manufacturers deal with it
The influence of lack of chip on PCB market
At present, the biggest problem faced by every big PCB factory is not the price rise of raw materials, but the problem of how to grab this material. Because of the shortage of raw materials, each manufacturer needs to grab production capacity by placing orders in advance, and because of the prolonged cycle, they usually place orders in advance three months or even earlier.
The gap between domestic and foreign automotive PCB
And domestic substitution trend
1. From the perspective of the current structure and design, the technical barriers are not too big, mainly the processing of copper materials and the hole-to-hole technology, and there will be some gaps in the sophisticated products. At present, the domestic architecture and design have also entered a variety of fields, similar to the Taiwan products, which are expected to develop rapidly in the next 5 years.
2. In terms of materials, the gap will be obvious. China lags behind Taiwan, and Taiwan lags behind Europe and the United States. Most of the high-end application material research and development are in foreign countries, domestic will do some work to undertake, in the material part there is a long way to go, still need 10-20 years of efforts.
What will be the market size of automotive PCB in 2021?
According to recent data, it is estimated that there will be a 25 billion market for automotive PCB in 2021. From the automobile whole vehicle in 2020, there are more than 16 million passenger cars, of which there are about 1 million new energy vehicles. Although the proportion is not high, the development is very rapid. It is expected that the output can increase by more than 100% this year. If people follow Tesla in the design direction of new energy vehicles in the future and design circuit boards in the form of independent research and development without outsourcing, the balance of several big suppliers will be broken and more opportunities will be brought to the circuit board industry as a whole.
our company will develop more customer in car industry ,especially copper core PCB used in car head light.
Post time: Apr-29-2021