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PCB industry in crisis? Three areas downstream cold wind blowing

From：定盈电子    Time：时间格式错误!

Recently, another Shenzhen mobile phone manufacturers ddmbrands due to the collapse of the boss absconded been exposed. But this dismal situation is the mobile phone industry tip of the iceberg, authoritative media reports today said that the plight of the smart phone industry will face even worse than imagined.
In fact, the smart phone industry cries has been going on for quite a while time. In addition, with the PC and the television as PCB downstream sector is also cold wind blowing.
We start talking about smart phones:


Dilemma smartphone industry even worse than we thought
After Apple released disappointing earnings last quarter, Asian smartphone OEM and parts suppliers have recently released earnings. Their earnings show that smartphone manufacturers will face future difficulties.
Apple iPhone OEM and large, said profit fell short of expectations, and in April this year, revenue fell 16%.
For iPhone backlight module manufacturer in Japan Minebea, previously announced revenue and net profit data were not up to their expectations.

Provide display for Apple and other smartphone makers Japan Display (Japan Display) said that due to the deteriorating very fast performance, the company's loss for this fiscal year and will terminate the original commitment to shareholders dividend. In addition, since analysts warn competitive pressures faced by Lenovo Group will continue to increase, the company's stock has hit a four-year low.

Asian parts suppliers in the front end of the supply chain, so their performance usually reflects smartphone maker Apple, Samsung Electronics and millet and other future performance situation. Apple's financial data as of the end of March for the second quarter has proven that demand global smartphone market is deteriorating, resulting in the company's first quarter revenue year on year decline in 13 years. Today, some companies may face trifecta: revenue decline, the market share battle fierce, price competition intensified.
After Apple released disappointing earnings last quarter, Asian smartphone OEM and parts suppliers have recently released earnings. Their earnings show that smartphone manufacturers will face future difficulties.


Apple iPhone OEM and large, said profit fell short of expectations, and in April this year, revenue fell 16%.
For iPhone backlight module manufacturer in Japan Minebea, previously announced revenue and net profit data were not up to their expectations.
Provide display for Apple and other smartphone makers Japan Display (Japan Display) said that due to the deteriorating very fast performance, the company's loss for this fiscal year and will terminate the original commitment to shareholders dividend. In addition, since analysts warn competitive pressures faced by Lenovo Group will continue to increase, the company's stock has hit a four-year low.

Asian parts suppliers in the front end of the supply chain, so their performance usually reflects smartphone maker Apple, Samsung Electronics and millet and other future performance situation. Apple's financial data as of the end of March for the second quarter has proven that demand global smartphone market is deteriorating, resulting in the company's first quarter revenue year on year decline in 13 years. Today, some companies may face trifecta: revenue decline, the market share battle fierce, price competition intensified.


The smart phone market in China is mainly dismal market has been reflected. Sony, Lenovo and millet contract manufacturing smartphones Fu Chi Kang (FIH Mobile Limited, a subsidiary of Hong Kong listed Foxconn) currently expects the company's fiscal first-half of this year may be erected.
Fu Chi Kang three customers in the first quarter smartphone shipments showed a downward trend. Although the world's largest smartphone maker Samsung Electronics profit through early release more new phones to boost the profits of the mobile phone business, but the company still warn investors, the market demand is showing signs of weakness.
Japan Display shares on Wednesday at the Tokyo Stock Exchange fell by up to 4.3%. Apple device shipments fell by 8.5% in April influence, Hon Hai shares fell 1.9%.
The world's largest contract chip manufacturer TSMC last month lowered its demand for smart phones the company's forecast. (Source: Tencent Technology)


TV dismal sales
"China's flat panel TV consumer trends in 2016 and forecast in 2015" shows that although domestic sales continue was up, but the 2015 color TV exports fell more than 4 percent.
At the same report predicts that by 2016 China's flat panel TV market demand is still not significantly increase. In addition to the previous music as millet and a few other Internet TV brands, including micro whales TV, Storm Overweight TV, CAN Super TV, popular TV have joined TV market competition, more news that Youku potatoes, is also about to launch its own hardware terminal.
But these turned out to TV, making color TV price war, especially tragic, many brands have fallen into a loss situation. In this case, the overall market share of foreign brands in China are also further reduced. Data show that foreign TV brand market sales have dropped to 15% in the past strong Samsung, Sharp, Sony, LG has been retired.



TV dismal sales
"China's flat panel TV consumer trends in 2016 and forecast in 2015" shows that although domestic sales continue was up, but the 2015 color TV exports fell more than 4 percent.
At the same report predicts that by 2016 China's flat panel TV market demand is still not significantly increase. In addition to the previous music as millet and a few other Internet TV brands, including micro whales TV, Storm Overweight TV, CAN Super TV, popular TV have joined TV market competition, more news that Youku potatoes, is also about to launch its own hardware terminal.
But these turned out to TV, making color TV price war, especially tragic, many brands have fallen into a loss situation. In this case, the overall market share of foreign brands in China are also further reduced. Data show that foreign TV brand market sales have dropped to 15% in the past strong Samsung, Sharp, Sony, LG has been retired.

Global PC industry sales dismal


PC era is not over, of course, as to when it will near the end is unclear, but certainly at a low ebb. Two of the world renowned market research firm Gartner and IDC released data show that PC development momentum is very grim.
2015 third quarter, the decline in global PC shipments up 10.8% compared to the previous forecast of 9.2% more exaggerated, shipments of only 71 million. On the other hand, Gartner data showed the quarter industry PC industry fell 7.7%.


As for the breakdown of shipments to brands, Acer Taiwan's most serious degree of injury, Gartner and IDC data referred shipments during the quarter decreased by 19.9% and 25.9%. Meanwhile, IDC's report also said that Lenovo, HP, Dell and Apple's global sales are in single-digit percentage decline, while Gartner said Dell and Apple rose by only 0.5% and 1.5%.

Circuit board industry in crisis?


Three PCB downstream sector chilly, so that when the circuit board industry is no cold wind swept, but with the "Made in China 2025" introduced, a new growth engine PCB appear outside of the circuit board industry is still optimistic.
State policy in the blessing of the State Council issued the "Made in China 2025", and made it clear that the state will aim at a new generation of information technology, high-end equipment, new materials, bio-medicine and other strategic priorities and guide social gathering various resources, promote the rapid development advantages and strategic industries in this document is mentioned ten key areas of the new generation of information technology industry, high-end CNC machine tools and robotics, aerospace equipment, energy-saving and new energy vehicles, etc. Which are inseparable from the PCB manufacturing.
New growth engine appears to stimulate demand in the field of medical equipment, numerical control robot, high-end equipment manufacturing, new energy vehicles, etc., making PCB industry Rally strong. New consumption hot spots to make PCB industry is facing a broader market space and the scale of demand.
The mobile phone, PC and TV current dismal status quo before mentioned, indicating their life cycles continue to shorten, which is the PCB through technology upgrades, the favorable opportunity of the new generation of products, the industry's enterprises should grasp the opportunity to enhance the core competitiveness, better snatch market.

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