Copper clad laminate is an important basic material for the electronics industry. It and PCB can be used in consumer electronics, automotive electronics, network communications, industrial control and medical, aerospace and other fields.
The copper clad laminate industry can be roughly divided into three echelons according to the revenue of copper clad laminate business. The first echelon is companies with copper clad laminate business exceeding 10 billion yuan, mainly including Jiantou Laminates and Shengyi Technology. The second echelon is companies with copper clad laminate business revenue of about 2-10 billion yuan, including Jinan Guoji, Nanya New Materials and Huazheng New Materials. The third echelon is companies with copper clad laminate business revenue of less than 2 billion yuan, mainly including Ultrasonic Electronics, Hongchang Electronics, Gosbell, etc.
The entry process of competitors in China's copper clad laminate industry.
From the perspective of the entry process of representative companies, Shengyi Technology entered the market earlier and was established in 1985. Most companies were established between 1995 and 2005, and Chaohua Technology, Ultrasonic Electronics, Jinan Guoji and other companies were all established during this period. From the perspective of registered capital, Shengyi Technology has a relatively high registered capital of more than 2 billion yuan. Foster and Jiantou Laminates also have relatively high registered capital of more than 1.5 billion yuan.
Ranking of Chinese copper clad laminate industry companies.
According to the overall industry data disclosed by CCLA in June 2023, from the perspective of comparable companies, the main operating income of the top ten companies in China's copper clad laminate industry in 2022 totaled 56.616 billion yuan. Among them, Jiantou Laminates Holdings Co., Ltd. ranked first in operating income, with an operating income of 19.195 billion yuan in 2022. Guangdong Shengyi Technology Co., Ltd. ranked second, with an operating income of 9.939 billion yuan in 2022. These two companies have a large business scale advantage in the industry, which is far ahead of other companies in the industry.
Market concentration of China's copper clad laminate industry.
According to the data disclosed by CCLA, in recent years, the operations of Guangdong Shengyi Technology Co., Ltd., Jiantou Laminates Holdings Co., Ltd., Jinan Guoji Technology Co., Ltd., and Nanya Electronic Materials (Kunshan) Co., Ltd. have been at the top of the industry. Since 2019, the proportion of these four companies in the industry has shown an increasing trend year by year. In the past three years, the concentration of these four companies has maintained a stable level with a high concentration.
Summary of the competitive status of China's copper clad laminate industry.
Based on the above analysis, the competition in various aspects is quantified. At present, the existing competitors in China's copper clad laminate industry are quite fierce and there are many competitors. Most suppliers are enterprises with strong comprehensive strength and large scale. Various raw materials of copper clad laminates (especially electrolytic copper foil) account for a large proportion of the manufacturing cost of copper clad laminates, and suppliers have strong bargaining power in the copper clad laminate industry. The downstream electronic information manufacturing industry has a large demand for copper clad laminates, and high-end products are currently only in the hands of a few companies, so the bargaining power of buyers is relatively weak. Due to the relatively high cost, technology, and talent thresholds of the industry, the threat of potential entrants is relatively small. Copper clad laminates are the core components of PCBs, and PCBs are the key support for circuit components and periods in electronic products, so the threat of substitutes is very small.
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