IEK senior analyst Dong Zhongming reported to ASEAN for the best performance of the PCB industry, regardless of PCB imports and exports are more than 1 billion US dollars in size. China accounted for 42% of the PCB exporting countries, the most significant case, followed by Japan, Accounting for 20%, mainly for auto parts. Here are the PCB Market situations of different countries.
At present, Thailand’s total automobile output is close to 2 million. ASEAN’s largest automobile producer estimated that car exports in 2017 will reach 1.2 million, accounting for 60% of the production. It is the world’s 100 major auto parts manufacturer in 57 Set up factories in Thailand production, and more than 28 Japanese auto parts factories in Thailand products. We can see the Japanese circuit board factory in Thailand, an intense layout.
China and India
Although the average wage of ASEAN is growing year by year, it still has the advantage of the low human cost compared with China. It is the third-largest labor supply market in China and India. The markets opportunities, such as 600 million consumption potential, 2.4 trillion US dollars in economic scale, infrastructure gradually complete the advantages, can quickly copy the mainland success model.
The Thai government is promoting the “Eastern Economic Corridor” (EEC) policy, hoping to link up with China’s “all the way” cross-regional projects. The Thai government (KFCCT) Chairman Kang Shude said the government established Thailand’s infrastructure. EEC’s goal is to invest about $ 44 billion from this year to 2021 to expand the airport, port facilities, etc., to promote industrial modernization. Kang Shude mentioned that the Thai manufacturing industry chain integrity, the United States and Japan’s major brand customers in Thailand are equipped with production base, is the first choice for investment in Southeast Asia. To face the industrial transformation, the Thai government also proposed the Thai industry 4.0 policy, hoping to wisdom factory, wisdom city, and the wisdom of the people to promote industrial upgrading.
Kang Shude further explained that the past investment in Thailand is now short-term to small broad, seize the opportunity to use little money in exchange for considerable capital speculation, and now the investment environment to improve. In addition to the above-mentioned public facilities, transparent economic and trade policy incentives, Like eight free five half of the incentive investment, so that investment in Thailand, into long-term sustainable development. In the face of the rapidly changing business environment in the future, President Kang called on the current trend of globalization is inevitable, Taiwan must go out.
Zhong Ming said that Vietnam’s PCB Market exports are only 500 million US dollars, compared to imported PCB is close to 20 billion US dollars. South Korea operates in Vietnam, a deep, production settlement north of the main, mainly driven by Samsung, investment sites include North Ning, Taiyuan, Ho Chi Minh City, and other places. Throughout the Vietnamese investment environment rating, Dong analyst said that although the Taiwan PCB industry went to Vietnam to study ten years ago, the lack of infrastructure, labor quality, and no lead industry led to natural death. However, the current Vietnamese infrastructure is relatively perfect. After Vietnam’s layout, international manufacturers such as Samsung and Hon Hai are expected to lead the demand for Vietnam PCB.
BHflex is Korea’s 7th largest circuit board factory. The main products for the HDI are soft board soft and hard combination boards. Korea, Vietnam, and China have a production base. BHflex president is also KPCA (Korea circuit loop industry association. Mr. Hong said that Samsung is Vietnam’s largest foreign-funded enterprise. Vietnam produced more than 200 million mobile phones, accounting for more than 50% of Samsung’s global mobile phone production, so South Korea’s manufacturing industry in Vietnam has upstream and downstream industry chain integrity.
Mr. Hong said that all the Vietnamese factories are rushing to face the FPC industry outlook to produce Apple’s display. He also said FPC in the battery application would be more and more because to prevent the current is too large. The battery overheating and other reasons. He also mentioned FPC after the assembly used a lot of workforce. So the Department of North Korea soft board plant, after the process of overseas plants, is primarily located in China, Vietnam, and other countries to do assembly processing. BHflex is a small investment in Vietnam Of mill. Finally, Mr. Hong said that the fingerprint identification module is a potential for emerging industries’ future or sustainable concerns.
Dong Zhongming pointed out that India’s current import and export of circuit boards is not high. The exporting countries to Austria account for 31%, mainly because AT & S set up factories in India. India’s primary PCB mills are concentrated on the western coast, with hundreds of small and medium-sized mills. The output value is not enormous, but because India has its domestic brands, such as Micromax, Karbonn, Lave, and Intex, in 2016 and follow India’s Manufacturing strategy, the forecast will lead the PCB industry. Samsung in 2006 has long been setting up factories in India to produce smartphones. Lenovo and Motorola also began to set up 40,000 square feet in the smartphone base in Chennai. Other Chinese brands such as millet, Huawei, Taiwan’s Foxconn, Wistron, etc., also stand in India to set up factories.
Semiconductor design, high-tech manufacturing, IT systems, rugged devices, export, and telecommunications products and equipment will grow significantly with electronics in the next three years. Products and equipment demand the highest, up to 153 billion US dollars in 2020. Qdos data show that India’s demand for PCBs will be $ 6.1 billion by 2020, with rapid automotive and smartphone manufacturing growth. Mr. Suresh said that 60% of PCB manufacturers in India market for small and medium enterprises, although the domestic human resources are enough. Still, the PCB supply chain is not complete, primarily dependent on Taiwan China imports. However, an excellent opportunity to assess Taiwan business people’s risk and make an accurate investment is also worthy of in-depth discussion.
Zhong Ming said that the Indonesian PCB exporters and importing countries are mainly Singapore manufacturers, accounting for 80% and 26%. In Indonesia and Japan, in addition to local production of the soft board, the other is still a traditional single / Double or low-level multi-layer board. Mainly the supply of Japanese electronic home appliances in Southeast Asia produced by the main circuit board, and further through the Indonesian mobile phone sales data to analyze, from 2013 to 2016, the import mobile phone year by year. That shows that Indonesian domestic production increased yearly and can also drive the demand for circuit boards as well as PCB market.
Throughout the Indonesian investment appraisal, the proportion of mobile phone localization to create the policy requirements in Indonesia, the electronics manufacturers will play the role of PCB industry development. In terms of investment experience sharing, PT. Sintra Sinarindo Elektrik, President Director Ms. Hwang, said Indonesia’s key to setting up factories in Indonesia is ISO 15001 (OHSAS) certification. In addition to Indonesian consultancy assistance and local trade union accreditation, such as factory employees In 100 people, you need to join the local trade union organizations.
Ms. Hwang also said that the PCB market is expected to Indonesia’s future economic development of the data of millions. Count the exact number of accurate. It is recommended to invest in Indonesia’s Taiwan business people to visit, do a comprehensive market understanding, and Deploy the next game to win.