5G brings the demand for printed circuit boards, copper clad laminates and large-scale antenna array technology, while the number of 5G base stations has increased significantly compared with 4G. Two-thirds of the output value of mobile communication base station antennas will be transferred to the printed circuit board industry chain, so it is estimated that only It is a high-frequency printed circuit board for 5G base station antennas, and the value of copper clad laminates will be more than 10 times that of 4G. The 5G network will carry more bandwidth traffic, and the investment in equipment such as routers, switches, and IDC will increase, and the demand for high-speed printed circuit boards and copper clad laminates will also increase significantly. In addition to the increase in demand, high-performance equipment will use high-speed (antenna) high-speed (IDC base station) board materials with higher added value, bringing the added value and usage of the printed circuit board and CCL industry chain to double.
5G communication equipment will be the core driving force for the printed circuit board industry in the next three years. The printed circuit board industry has entered a mature stage, and the traditional application market is saturated. The key to growth depends on the emerging segments of the downstream. Automotive and communications equipment will take over consumer electronics and become the new engine for industry growth in the next five years. Regardless of automotive electronics or communication equipment, manufacturers will directly authenticate the upstream materials of the equipment. The automotive smart driving and new energy vehicle market has grown rapidly in recent years, but the certification threshold for the automotive panel market is higher, especially for high value-added core devices such as assisted driving and energy management. It is difficult for Chinese manufacturers to break through in a short period of time. Relatively speaking, downstream equipment vendors in China's communications sector have achieved a transition from followers to leaders in the 5G era. Industry leaders have already occupied a major share of the equipment manufacturer's printed circuit board procurement market. 5G is expected to achieve higher-end high-end and high-speed board materials in the upstream, and the communication printed circuit board will be the core driving force for industry growth in the next three years.