面對全球(qiu)性激烈的(de)競(jing)爭(zheng)壓力,技術的(de)急劇變(bian)化(hua),客人的(de)要求,中國(guo)印刷電路板工業正要加(jia)快步(bu)伐(fa)去爭(zheng)取進入更高的(de)層面與成(cheng)就。

　　印(yin)刷電路板生產(chan)企(qi)業主要分布在中國大陸、臺灣(wan)地區、日本(ben)、韓國、北美及歐(ou)洲等(deng)六大區域(yu)。全球印(yin)刷電路板行業比較分散，生產(chan)商眾多，尚未出現市場主導者。

　　我(wo)國的(de)印刷(shua)電路板行(xing)業亦呈現(xian)出(chu)分散的(de)競爭格(ge)局，企(qi)業規模普遍較小，大型印刷(shua)電路板企(qi)業數(shu)量較少。

　　印刷電路板(ban)行(xing)業(ye)(ye)(ye)與半導體(ti)及全球(qiu)經(jing)濟(ji)具(ju)有一致的(de)大(da)(da)周期。過去(qu)兩年(nian)行(xing)業(ye)(ye)(ye)受(shou)全球(qiu)經(jing)濟(ji)及計算機銷售低(di)迷影響，PCB行(xing)業(ye)(ye)(ye)景(jing)氣(qi)度一直處于低(di)位(wei)。2016年(nian)上(shang)半年(nian)以來，全球(qiu)經(jing)濟(ji)重回(hui)景(jing)氣(qi)向上(shang)軌道，半導體(ti)周期上(shang)行(xing)，PCB行(xing)業(ye)(ye)(ye)回(hui)暖跡象明(ming)顯。與此同時，作為行(xing)業(ye)(ye)(ye)主要成(cheng)本(ben)的(de)大(da)(da)宗商(shang)品銅箔(bo)、玻纖布在經(jing)歷了過去(qu)一年(nian)的(de)大(da)(da)幅(fu)下跌后，價格仍在下行(xing)，為PCB企業(ye)(ye)(ye)迎來較大(da)(da)議價空(kong)間。而國內4G的(de)大(da)(da)規(gui)模(mo)投入，更(geng)是成(cheng)為拉(la)動(dong)行(xing)業(ye)(ye)(ye)景(jing)氣(qi)超預期的(de)催化劑。

　　發(fa)布(bu)(bu)指(zhi)出(chu)，我國(guo)印(yin)刷電(dian)路板產(chan)(chan)業(ye)替代品主(zhu)要(yao)(yao)表(biao)現(xian)在子(zi)行業(ye)產(chan)(chan)品替代，剛(gang)性PCB市場(chang)份額萎縮，柔性PCB市場(chang)份額繼(ji)續擴大。電(dian)子(zi)產(chan)(chan)品向高(gao)(gao)密度化發(fa)展(zhan)，必將導致更(geng)(geng)高(gao)(gao)層(ceng)次化、更(geng)(geng)小的(de)(de)(de)BGA孔(kong)間距，從而對材(cai)料的(de)(de)(de)耐熱性也提(ti)出(chu)了(le)更(geng)(geng)高(gao)(gao)的(de)(de)(de)要(yao)(yao)求。在當前的(de)(de)(de)產(chan)(chan)業(ye)鏈整(zheng)合和(he)協同發(fa)展(zhan)創新的(de)(de)(de)戰(zhan)略(lve)轉型期，PCB高(gao)(gao)密度化和(he)PCB新功(gong)能(neng)化和(he)智能(neng)化，輕、薄、細、小的(de)(de)(de)發(fa)展(zhan)帶來的(de)(de)(de)產(chan)(chan)品散(san)熱、精密布(bu)(bu)局(ju)、封(feng)裝(zhuang)設計(ji)等也為(wei)上游CCL產(chan)(chan)業(ye)的(de)(de)(de)創新提(ti)出(chu)了(le)更(geng)(geng)為(wei)嚴(yan)苛(ke)的(de)(de)(de)要(yao)(yao)求。

　　中(zhong)國(guo)(guo)印(yin)刷(shua)(shua)電(dian)(dian)路板百強企(qi)業(ye)榜(bang)上榜(bang)企(qi)業(ye)合(he)(he)計銷售(shou)(shou)(shou)(shou)收入占(zhan)全(quan)(quan)國(guo)(guo)印(yin)刷(shua)(shua)電(dian)(dian)路板銷售(shou)(shou)(shou)(shou)總額(e) 59%;前(qian)20名企(qi)業(ye)銷售(shou)(shou)(shou)(shou)收入合(he)(he)計占(zhan)全(quan)(quan)國(guo)(guo)印(yin)刷(shua)(shua)電(dian)(dian)路板銷售(shou)(shou)(shou)(shou)收入38.2%;前(qian)10名印(yin)刷(shua)(shua)電(dian)(dian)路板企(qi)業(ye)銷售(shou)(shou)(shou)(shou)收入合(he)(he)計約占(zhan)全(quan)(quan)國(guo)(guo)印(yin)刷(shua)(shua)電(dian)(dian)路板銷售(shou)(shou)(shou)(shou)收入的 24.5%，排(pai)名第一的企(qi)業(ye)市場份額(e)為 3.93%。與(yu)全(quan)(quan)球(qiu)印(yin)刷(shua)(shua)電(dian)(dian)路板行業(ye)的發(fa)展格局相似，中(zhong)國(guo)(guo)印(yin)刷(shua)(shua)電(dian)(dian)路板行業(ye)競爭(zheng)較(jiao)為充分，不存在少數企(qi)業(ye)寡頭壟(long)斷的情況，且在未來較(jiao)長時期內將(jiang)繼續保持這種發(fa)展趨勢(shi)。

　　印(yin)(yin)刷(shua)(shua)(shua)線(xian)(xian)路(lu)(lu)板(ban)(ban)的(de)(de)(de)(de)主(zhu)要(yao)上(shang)游(you)(you)行業為(wei)覆(fu)銅(tong)(tong)(tong)(tong)板(ban)(ban)、銅(tong)(tong)(tong)(tong)箔(bo)、玻(bo)纖布、油(you)墨以及化學(xue)物(wu)料等行業。覆(fu)銅(tong)(tong)(tong)(tong)板(ban)(ban)是以環氧樹(shu)脂等為(wei)融合劑將(jiang)玻(bo)纖布和銅(tong)(tong)(tong)(tong)箔(bo)壓合在(zai)一起的(de)(de)(de)(de)產(chan)物(wu)，是印(yin)(yin)刷(shua)(shua)(shua)電(dian)(dian)路(lu)(lu)板(ban)(ban)的(de)(de)(de)(de)直接原(yuan)(yuan)材(cai)(cai)料，也是最為(wei)主(zhu)要(yao)的(de)(de)(de)(de)原(yuan)(yuan)材(cai)(cai)料。覆(fu)銅(tong)(tong)(tong)(tong)板(ban)(ban)在(zai)經過蝕刻、電(dian)(dian)鍍、多層板(ban)(ban)壓合之后制(zhi)成(cheng)印(yin)(yin)刷(shua)(shua)(shua)電(dian)(dian)路(lu)(lu)板(ban)(ban)。在(zai)上(shang)下游(you)(you)產(chan)業鏈結構中(zhong)(zhong)，覆(fu)銅(tong)(tong)(tong)(tong)板(ban)(ban)的(de)(de)(de)(de)議價能力較強，不(bu)但能在(zai)玻(bo)纖布、銅(tong)(tong)(tong)(tong)箔(bo)等原(yuan)(yuan)材(cai)(cai)料采購中(zhong)(zhong)擁有較強的(de)(de)(de)(de)話語權，而且可在(zai)下游(you)(you)需求旺盛的(de)(de)(de)(de)市場環境中(zhong)(zhong)將(jiang)成(cheng)本(ben)上(shang)漲的(de)(de)(de)(de)壓力轉嫁下游(you)(you)印(yin)(yin)刷(shua)(shua)(shua)電(dian)(dian)路(lu)(lu)板(ban)(ban)廠商。據業界統計，覆(fu)銅(tong)(tong)(tong)(tong)板(ban)(ban)約占(zhan)整個印(yin)(yin)刷(shua)(shua)(shua)線(xian)(xian)路(lu)(lu)板(ban)(ban)生產(chan)成(cheng)本(ben)的(de)(de)(de)(de)20%-40%，對印(yin)(yin)刷(shua)(shua)(shua)線(xian)(xian)路(lu)(lu)板(ban)(ban)的(de)(de)(de)(de)成(cheng)本(ben)影(ying)響最大。

　　從上(shang)(shang)可以(yi)知(zhi)道(dao)，我國印(yin)刷電(dian)路(lu)板(ban)(ban)(ban)上(shang)(shang)游(you)生產企業(ye)數量較多，原材料(liao)較為穩定，上(shang)(shang)游(you)供應商對印(yin)刷電(dian)路(lu)板(ban)(ban)(ban)行(xing)業(ye)議(yi)價能力較差，有利于印(yin)刷電(dian)路(lu)板(ban)(ban)(ban)行(xing)業(ye)企業(ye)發(fa)展。