Vacuum Lender Outlook 2021 IC carrier board industry

2021-02-26 14:02

Vacuum Lender Outlook 2021 IC carrier board industry: Looking at 2021, IC carrier board, HDI in short supply into the new normal. High-end products such as PCB and IC carrier boards are in short supply and the market is hot. Upstream raw materials and equipment factories are also busy. Due to the high threshold of high-end application technology, there are few upstream CCL and other raw material suppliers that can enter the supply chain. The tightness of production capacity is now almost the same as that of PCB factories, while those who need to expand production are urging equipment factories to speed up their pace. Overall, the prospect of 2021 orders cannot be described as a clear sky.

PCB manufacturers generally believe that whether it is ABF carrier board, BT carrier board or HDI, the growth rate of supply in 2021 is probably far less than the growth rate of demand, and the higher the level goes, the more serious the situation will be. Judging from the normal state of the science and technology industry, high-end products are originally the arena for a few manufacturers, but the growth of market demand also needs time to brew, and the current situation is, the demand at the top of this pyramid suddenly expanded rapidly under the catalysis of a variety of applications, but there were few operators in the market that could supply it, resulting in a shortage of supply.

However, this situation has caused two phenomena at the same time. The first is that the leading position of advanced technology manufacturers has been established. Under the condition that the technology and production capacity are in the leading position, the top major customers have almost taken it as the primary target when looking for the carrier board and HDI supply chain. For the carrier board manufacturers, the order negotiation of relevant customers has generally been extended to the third or even the fourth quarter of 2021, however, HDI has also begun to appear that specific customers hope to package production capacity earlier to ensure that goods are available in 2021. This package production capacity has gradually become the cooperation mode of PCB factories themselves for upstream materials, equipment and other cooperation factories.

The second phenomenon brought about by the shortage of supply is that latecomer companies are actively expanding production in anticipation of order overflow, hoping to seize this rare opportunity to enter the market and strive for the top position. Relevant supply chain operators disclosed that besides medium-sized operators fighting for this market, domestic manufacturers are further expanding production capacity and betting on the possibility of overtaking in a curve. This is for upstream materials and equipment operators whose current technical threshold is still quite clear, it has become a sweet burden.

In any case, the market conditions of the two major applications of IC carrier board and HDI in 2021 are currently looking quite optimistic. The old demand is still strong and the growth momentum of new products is also very strong.
Source: Electronic Times

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