RO4350B, 4003C; Rogers 5880, 5870, 6002, 6010, 6006, 6035; RO3003, RO3035, RO3006, RO3010, RO3210,RO3203
TLX-8, TLX-6, TLX-9, TLX-0, TLX-7, TLY-3, TLY-5, RF-35TC, RF-60TC, RF-35A2, RF-60A, AD450, AD600, TMM4, TC350
Some time ago, as the sales performance of Huawei's Wenjie M7 far exceeded market expectations, with the large-scale quota exceeding 50,000 units from September 12 to October 6, automotive PCB once again ignited the enthusiasm of the industry.
According to TrendForce forecasts, the output value of the automotive PCB market is expected to increase by 14% annually to reach US$10.5 billion in 2023, and its proportion of the overall PCB output value will also increase from 11% last year to 13%. By 2026, the output value of automotive PCB is expected to reach US$14.5 billion, accounting for 15% of the overall PCB output value.
In addition to the trend of automotive electronics, electric vehicles are also one of the growth drivers for the growth of automotive PCB output value. First, the average PCB value of each pure electric vehicle is about five to six times that of traditional fuel vehicles. Secondly, currently automotive PCBs are mainly four- to eight-layer boards, while self-driving systems mostly use HDI boards with higher unit prices. Their prices are about three times that of four- to eight-layer boards. If the proportion of products with high unit prices increases in the future, it is expected to stimulate output value. .
PCB manufacturers in Taiwan are also optimistic about the growth of the automotive PCB market, predicting an 8.1% growth in 2024.
The automotive PCB market has great potential, and there are already many high-quality players on the track, including many high-quality local manufacturers. The following are high-quality PCB manufacturers with a relatively high proportion of China's automotive board business (incomplete statistics)
Shiyun Circuit will account for 52% of automotive boards in 2022. Its main automotive PCB customers include Tesla, Xpeng Motors, BMW, GAC, Great Wall, etc.
Eton Electronics will account for 51% of automotive boards in 2022. Its main automotive PCB customers include Valeo, Delphi, Joyson Electronics, Continental, Preh, Bosch, Aptiv, Lear, Xiaopeng, etc.
Jinlu Electronics will account for 50.3% of automotive boards in 2022. Its main automotive PCB customers include Tesla, BYD, CATL, Inbor, Yutong Bus, Geely Automobile, Xinrui Technology, etc.
Jingwang Electronics' automotive boards will account for 35.7% in 2022. Its main automotive PCB customers include Hella, Kostal, and Desay SV.
Shanghai Electric Co., Ltd. will account for 22.8% of its automotive boards in 2022. Its main automotive PCB customers include Continental, Bosch, BYD, Tesla, etc.
Oshicon's automotive boards will account for 20.0% in 2022. Its main automotive PCB customers include Mobis, Desay SV, Bosch, BYD, etc.
Shenghong Technology will account for 13.0% of automotive boards in 2022. Its main automotive PCB customers include Tesla, Desay SV, BYD, Bosch, Continental, Harman, Aptiv, etc.
Shengyi Electronics will account for 11.0% of automotive boards in 2022. Its main automotive PCB customers include Harman, NIO, Huawei, Hella and German car manufacturers.
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