Time:2023-08-04 Views:864
In the context of 5G and chip big investment, as the basic material of printed circuit board PCB concept wind and water, become the most sought-after plate in the capital market nowadays.
With the past many technology stocks rising completely speculation concept is different, due to the current electronic information industry in the context of the 5G start-up shows a high degree of prosperity, a lot of PCB concept stocks soared with high performance growth to do support.
As we all know, PCB is to carry electronic components and connect the bridge of the circuit, as the "mother of electronic products", is widely used in communications, consumer electronics, computers, automotive electronics, industrial control, medical equipment, national defense and aerospace and other fields, is an indispensable electronic component of modern electronic information products.
What is the most potential application in the coming 5G era? Is the Internet of everything, that is, more than the current cell phone terminal applications to expand several times the electronic product terminals, they all need an electronic signal receiving and transmitting units, and these components must be attached to the PCB above. This is the PCB concept is the logic of speculation.
In the refinement of electronic product production division of labor so sophisticated today, PCB will not be differentiated?
Traditional PCB manufacturers, PCB products are many bare boards, how to process, how to correspond to the downstream end-products of the brand also needs to be subdivided, which appears another downstream industry - PCBA.
Simply put, PCBA is the PCB empty board through the SMT on the pieces, or through the DIP plug-in the entire process, PCB is just a carrier board, but PCBA is a semi-finished product of electronic products.
Now many large electronic products are no longer their own products, just product design and brand output, electronic foundry enterprises from the upstream to buy PCB empty board, according to the different needs of the downstream brand electronic business plug-in processing, thus forming a semi-finished electronic circuit boards, and then finally assembled into finished products.
It can be seen that the PCBA link should be the most important link in the production of the entire electronic product, it plays a role in carrying on the role of the next, can minimize the downstream brand electronic business costs and risks. Of course, the importance of this link also lies in the PCBA semi-finished product quality.
From the development trend of the Internet of Everything, the demand for PCBA is higher, the demand is also greater.
In the 4G era more end product components can be common, such as cell phones and handheld computers, there are many common parts. But to the Internet of Everything stage, the needs of each terminal is not the same, the generality of components to be much worse.
Although this stage of PCB demand will be great, but the greater demand lies in the customized PCBA, that is, for a variety of different Internet of Things terminal design and manufacture of the receiving and transmitting device, from the performance of the shape will be strange, for the PCBA requirements will be higher.
High gold content is refined products, from empty board to semi-finished products, PCBA market prospects will undoubtedly be better.
PCBA is very important to the stability of downstream electronic end-products, has occupied the top of the market pyramid of enterprises will benefit more.