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5 years ago
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1 PCB (The Industry Analysis of PCB in Taiwan) /

2 PCB PCB PCB PCB

3 PC Server Unix Server DTV STB DVD FDD HDD ODD CD-ROM Multimedia Card LCD OLED CD-RW PDP VFD DVD-ROM... mainframe super computer IT LNB VSAT DLC LMDS DAML MMDS MUX

4 IC / IC / / / DATA communication Internet / / LCD/CCD/LED / / / / / / / / PCB

5 Unit: B USD Source:ITRI 2003/3 PCB is one of the most important electronic components industry in Taiwan. Taiwan PCB ranks NO.3 in Taiwan Electronic component Industry. The production value produced in overseas is included.

6 PCB PCB PCB 1. Computer Desktop PCNotebook PCServerLCD-Monitor 2. Communication WLANMobile Phone Smart Phone 3. Consumer PDADSCDVDGame Console

7 PCB PCB (Rigid Board) (Flexible Board)IC (IC Substrate)

8 PCB PCB(Motherboard) 95%

9 PCB( )

10 PCB(FPC) FPC is benefit for assembly & reliability. FPC is easily connecting LCD display & control board. Source & Gate boards connected by FPC COF type package is benefit for connecting density easily then create a multi-unit assembly.

11 IC IC CPU/GPU/Chipset IC

12 PCB PCB PCB PCB

13 PCB Issue Material Inner layer Black oxide MLB Lam. Drilling Desmear Deburr E less Cu (PTH) PNL Plating Dry film Pat. plating Fucion HASL Solder plating Etching Tin plating Re-flow/Fuse Tin strip Solder resist Solder resist Tab Plating Hot air leveling Legend print Routing Trimming V - Cut Clean / / OQC/Bake/Pack

14 PCB (I) UV Light

15 PCB (II)

16 PCB (III) UV Light

17 PCB (V)

18 PCB Cutting CNC Drilling Plating Through Hole Dry Film Lamination Exposure Development Pattern Etching Dry Film Stripping Pre Lamination Hot Press Lamination Metal Finish Testing Punching Inspection Assembly Packing

19 PCB PCB PCB PCB

20 PCB Unit :100M USD % Mobile phone and networking business grow fast % % % -22.0% Overstock issues Price Competition % 10% E 2004E 15.0% 10.0% 5.0% 0.0% -5.0% -10.0% -15.0% -20.0% -25.0% Source:ITRI,TPCA, Prismark, CSFB 2003/11 IT 2001 PCB 2004PCB PC, 10%

21 Unit :100M USD PCB (By ) Americas Europe Japan Asia Others Source:ITRI,TPCA 2003/04 PCB

22 PCB (By Technology) 35,000 US$ M 30,000 25,000 20,000 15,000 10,000 2,950 4,712 6,317 10,271 3,175 4,730 5,210 9,572 Flex Build up & IC substrate 8L& Up 4-6L SSB/DSB % Change 7.62% 0.38% % -6.81% -7.62% 5,000 8,444 7, Source: Prismark, 2002 IC CPU/Chipset

23 PCB (By ) Unit:M USD 3,500 3,000 2,500 2,000 1,500 1, MLB 2,351 2,450 3,268 2,646 2,764 DS SS FPC IC Substrate Source:ITRI,TPCA 2003/3 Multi-layer plays an important role in Taiwan s PCB Industry.

24 PCB (By ) Unit : 10K M 2 IC Substrate FPC SS DS MLB growth rate Total Source : ITRI, TPCA 2003/3 PCB. IC Substrates and DS boards had high production rates in % 9% -14% 25% 4% 3%

25 2002 PCB (By ) Source: TPCA, IEK(2003/4) PCB, IC

26 2002 PCB (By ) Source: TPCA, IEK(2003/4) PCB

27 Unit : MSF/M : 43 Taiwan China 47 : /E 2003/E Source : TPCA, ITRI (2003/3) PCB % 56% : :53

M SF 800 700 600 500 400 300 200 100 - Source:ITRI,TPCA 2003/11 PCB WW PCB Demand WW PCB Capacity WW

28 M SF Source:ITRI,TPCA 2003/11 PCB WW PCB Demand WW PCB Capacity WW Utilization Rate 90% 80% 63% 71% 68% 80% 70% (E) 50% 32% 40% PCB 2003Q3 PCB, 60% 30% 20% 10% 0%

29 PCB The cost decreased more than 50% in the last 2 years. Some suppliers closed their factories to decrease capacity, e.g. Isola, TCF etc. But they still have lots of losses for the market s over supply. To compensate the big losses, those suppliers tried to up the cost at the beginning of this year.

30 Copper Foil CCL FR-4 1/2 oz. Copper Foil 1 oz. Copper Foil Copper Foil 50% ; CCL 40% 00/4Q 01/1Q 01/2Q 01/3Q 01/4Q 02/1Q 02/2Q 02/3Q 02/4Q 03/1Q 03/2Q 03/3Q 03/4Q Source:TPCA 2003/11 CCL Copper Foil ~10%

31 PCB unit:$/in 2 /layer 2000~ SourcePrismark, NT Information, 2002 Layer Count 2003,, PCB,, PCB

32 PCB Break even & start to loss money Source:TPCA 2003/3 PCB

33 PCB PCB PCB PCB

34 TPCA : 181 PCB Makers:47* Equipments & Materials:133 Others:1 : 213 PCB Makers:77* Equipments & Materials:136 : 22 PCB Makers:10* Equipments & Materials:12 : 49 PCB Makers:10* Equipments & Materials:36 Others:3 Manufacturer service companies included. : 465 (PCB Makers: 144) (E&M: 317) (Others: 4) Update:2003/3

35 PCB Ibiden Japan CMK Japan Nippon Mektron Japan Hitachi Group Japan Compeq Taiwan Intel 6 Unimicron Taiwan Samsung Electro-Mech S.Korea Viasystems USA Daeduck Group S.Korea Daeduck GDS SSB 10 Shinko Electric Japan Sanmima-SCI USA ZBC 12 Multek USA Nanya PCB Taiwan Tyco USA PCB 15 Fujikura Japan MACO Japan ALIVH 17 Toppan-NEC Japan IC Substrate Korea Circuit Group S.Korea Interflex 19 Photocircuits USA AT&S Austria LG Electronics S.Korea BGA 22 Sony Chemical Japan Neagari Div 23 Fujisu ITC Japan WUS Taiwan Mitsubishi Gas Chem Grp Japan JCI TCI 26 Elec & Eltek China Kingboard Chemical 27 Kyoden Group Japan FujikikoNippon Elec 28 Nitto Denko Japan DDI USA Goda Taiwan SourceNT Information 2003/12

36 PCB 2002 : Source:TPCA 2003/2

37 PCB PCB Makers (2313) (2316) (2335) (2355) (2367) (2368) (2418) (2429) (2435) (2467) (3037) (3044) (3099) (4909) (5301) (5307) (5318) (5321) (5349) (5355) (5372) (5376) (5381) (5439) (5464) (5469) (5480) (5492) (5498) (6101) (6108) (6114) (6141) (6153) (6156) (6162) (6191) (6194) (6210) (6269) (R311) (R625) (R626) (R802) (R804) (R807) Source:TPCA 2003/11

38 PCB vs.nb ( ) NB 50/ HPDell ( ) 100/ 10/ 30/ HP ( ) 30/ 42/ Mitac - - -

39 PCB vs (F) 2,970 Total 5,729 3,160 3,110 14,969 5,560 4,200 2,910 3,850 16,520 NokiaSiemens Sony Ericsson MotorolaNokiaAlcatel MotorolaAlcatel Kyocera/QualcommMitsubishi MotorolaSony Ericsson Kyocera/Qualcomm Source 2003/ ~1.65, 4~4.5 37%

40 PCB & : PDADSCDV PCB -Microvia PCB -Flex PCB -Rigid-Felx PCB

41 2. LCD PCB & - LCD panel -LCD TV PCB -0.4m/m,4 -Flex PCB

42 PCB & 3. Organic IC substrate CPUGPUASICMemorychip-set PCB FC-BGAPBGACSP

43 PCB Over Capacity Price Erosion Long-term Losses Eliminate Market Restructure Merge & Alliance Fewer survivors Horizontal Integration Unimicron+ + Compeq & ASE Vertical Intergration & ; & ; &

44 Thank you! Q&A

全球PCB產值趨勢分析

全球PCB產值趨勢分析 World PCB Production M USD 70,000 World Production Growth 30.00% 60,000 23.8% 58,310 60,640 20.00% 50,000 40,000 11.40% 42,707 5.30% -1.01% 33,098 32,764 34,490 14.30% 39,410 12.03% 7.59% 47,503 42,402