Supply and demand analysis of HDI substrate market

The continuous growth of mobile phone production drives the demand for HDI boards. China plays an important role in the world's mobile phone manufacturing industry. Since Motorola fully adopted HDI boards to manufacture mobile phones in 2002, more than 90% of mobile phone motherboards have adopted HDI boards. A research report released by market research company In-Stat in 2006 predicted that in the next five years, the global mobile phone production will still grow at a rate of about 15%, and by 2011, the total global mobile phone sales will reach 2 billion units.

The domestic HDI board production capacity cannot meet the rapidly growing demand In recent years, the global HDI mobile phone board production status has undergone major changes in the pattern: major European and American PCB manufacturers, in addition to the well-known mobile phone board manufacturers ASPOCOM and AT&S, still supply 2nd-order HDI for Nokia Except for mobile phone boards, most of the HDI production capacity has been transferred from Europe to Asia. Asia, especially China, has become the main supplier of HDI boards in the world. According to Prismark's statistics, in 2006, China's mobile phone production accounted for about 35% of the world's. It is estimated that by 2009, China's mobile phone production will reach 50% of the world's, and the purchase of HDI mobile phone boards will reach 12.5 billion yuan. Judging from the situation of major manufacturers, the existing production capacity of major domestic manufacturers is less than 2% of the total global demand. Although some manufacturers have invested in expanding production, on the whole, the production capacity growth of domestic HDI is still not enough