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Vehicle electronics will drive the relevant PCB production value to a high

Release Time:2019-01-25 Edit the author:金致卓 Reading:3418

Since 2010, the global automotive industry has moved from the electronic generation to the automation generation, and it has become more dependent on active safety and communication applications for electronic detection. Together with Google’s research and development of driverless cars, it has made automotive electronics even more The topic of driving PCB demand for vehicles has also become a topic at the 10th East China Circuit Board and Surface Mount Exhibition (2014 CTEX EXPO) at the Suzhou International Expo Center.


In Taiwan's PCB factory, Jingpeng (2355) is currently the leader of the automobile board. It is estimated that its output value of automobile board in 2013 will reach 13.9 billion yuan, which is obviously 21.93% higher than that of 2012, and the number of Jing Peng is 2014. In the first quarter, the revenue was 5.193 billion yuan, a record high, and the annual growth rate reached 14.14%. At the same time, its post-tax surplus in the first quarter of 2014 reached 502 million yuan, a record high, with an annual growth rate of 12.72%. The quarterly earnings per share was 1.26 yuan. In the first quarter of 2014, Jingpeng's products were differentiated by application. The proportion of auto board revenue was 72%, which also reached 72% of the average annual proportion of last year.


In other PCB factories such as Xinxing Electronics (3037), Jingcheng Technology (6191), Jianding Technology (3044) and Yaohua Electronics (2367) and Jinguo Industry (6108), PCB manufacturers are aggressively cutting into the automotive panel market. They are all striving for this ever-expanding market.


In the global automotive industry, the 1880 automotive industry is a generation of internal combustion engines. It entered the electronic world in 1950, and the generation that entered automation since 2010 has also become more dependent on electronic detection and communication applications, and further promoted PCB requirements.


Hao Fei, director of China's SAIC Group's electronic and electrical equipment, also pointed out that the current car consumers are most concerned about the operation of the car, driving safety, road congestion, user experience and other four major issues, but also rely on car electronics for automatic driving, active safety Mechanisms such as intelligent security and electronic networking such as car networking seek improvement.


The auto-driving part of the car, with the lens of the currently developed car image plus the radar identification system, its resolution has not become a major problem, and in the most important part of the active safety of the car, Hao Fei also stressed that the current anti-lock , electronic power distribution, traction control, reversing images, vehicle distance monitoring, lane departure warning, etc. are the most popular.


China Motors (2204) Chief Operating Officer You Guozhi pointed out that power and safety systems will become the mainstream trend of automotive electronics. According to Freescale's survey results, the cost ratio of automotive electronics in the whole vehicle increased from 22% in 2000 to 35% in 2010, and is expected to reach 50% in 2030. The proportion of automotive electronics will be due to safety performance and drive system. The rapid rise, and the growth of electrical equipment, lighting vehicle electronics and drive systems will be greater.


At the same time, according to the Strategy analytics survey data, the global vehicle output value in 2013 is 20 billion US dollars, the estimated output value will leap to 30 billion US dollars, and the compound annual growth rate is 7.6%.


Disclaimer: this article is derived from Jin Zhizhuo website integration, such as articles and draft involve issues of copyright, the author in the contact, please in this website, we will deal with as soon as possible.
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