2023In 2017, domestic epidemic prevention and control was fully relaxed, butPCBPeople still clearly feel that it is getting harder and harder, and they have even entered a period of dire straits and involution.
Many years ago, in the countryPCBA period of barbaric industrial growth, partPCBThe business owners did not have professional operational capabilities, and their products were not particularly outstanding, but they could make money just by lying flat. Later, as thousands of troops crazily poured into the industry, everyone began to speculate on prices, technology, services, and services. The network of relationships, especially the non-stop expansion of production by domestic companies in recent years, has led to the problem of overcapacity and homogeneity in the industry becoming more and more serious. More and more companies have joined the price war, and the market is in a mess.
In terms of downstream markets,2022The global electronics market demand declined in 2017.PC, the demand for mobile phones and TV markets as well as the automotive industry continues to be weak. Taking mobile phone products as an example, according to authoritative data,2022Total global smartphone shipments fell short in 201612billion units, global annual shipments decline12 percent,2022China's smartphone market shipments fell year-on-year13.2 percentTianfeng International analyst Ming-Chi Kuo also wrote: Almost all Android brands face high inventory risks, and even large companies are shivering in the cold market.
The chill in the downstream market has also spread to the upstreamPCBindustry, and is also affected by factors such as macroeconomic growth, Sino-US trade friction, the Russia-Ukraine war, etc.PCBShort-term demand in the industry has slowed significantly, an industry report points out the forecast2022year globalPCBThe growth rate is2.9 percent,and2023year will fall2 percent.A senior person in the industry said that the current market cake is limited and countless newly opened production lines are waiting for support. In order to keep the production lines open normally, everyone is involved in crazy involution. In this fierce competition, core technologies are strong. Capital and first-class cost control capabilities are the most useful weapons. He pointed out that if a factory does not have any advantages in technology, cash flow, and cost control, it will face the most difficult situation.2023.