Zhongjing Electronics: The company has high-end HDI products and high capacity utilization

On December 20, Zhongjing Electronics stated on an interactive platform that the company has the ability to supply high-end HDI products in large quantities, its current capacity utilization rate is very high, and the industry development prospects are optimistic.

With the acceleration of 5G base station construction and the replacement of mobile phones, the PCB industry has seen a rise in both volume and price. Among them, high-density multilayer boards (HDI) have advantages in the miniaturization of terminal products and greatly meet the higher performance requirements of electronic products. At the same time, the current smartphone, laptop, automotive electronics and other markets have a large demand for HDI boards, which has also accelerated the growth of demand for HDI boards.

However, industry insiders said that in the current A-share market, in addition to Pengding Holdings's positioning in high-end HDI and SLP, domestic manufacturers such as Ultrasonic Electronics, Dongshan Precision, Founder Technology and other domestic HDI manufacturers have laid out in the mid-to-high-end fields, while Jingwang Electronics and Chongda Technology have increased their layout in the ordinary HDI level.

According to Jiwei.com, Ultrasonic Electronics, as a supplier of Apple, only makes adapter boards, not component boards, which means it does not have core technology. In addition, there are Zhongjing Electronics, which has the ability to mass produce any layer of HDI in small batches, and Jingwang Electronics, which is increasing its investment in HDI projects with 2.69 billion yuan.

The sluggish growth of global smartphones and the price war among domestic manufacturers in the HDI field have caused two industry giants, Samsung and LG, to withdraw from the high-end HDI market. However, driven by first-tier terminal brands such as Apple, Samsung, and Huawei and 5G technology, the production capacity of the high-end HDI market is still in short supply. While Taiwanese companies are benefiting greatly, domestic HDI manufacturers are accelerating their layout. It remains to be seen when they can reap this wave of dividends.