From the beginning of 2020 to the present, the impact of the global Coronavirus (COVID-19) epidemic on automotive electronics cannot be ignored. In particular, terminal car manufacturers such as Japanese, European and American products have been affected, which presents large fluctuations in the demand for HDI for high-end vehicles.
In particular, the demand structure of automotive PCBs in Japan, Europe and the United States will not recover quickly in the short term, or will continue to be sluggish.
In contrast, with the improvement of China's Coronavirus (COVID-19) epidemic prevention and control and the localization of Tesla, China's leading PCB manufacturers TWJX, TWJD, TWDY, etc. rely on HDI production capacity in automotive PCB The market is relatively stable, and TWDY, TWYH, etc. accelerate the development of thick copper plates, rigid-flex boards, high-frequency boards and other technical fields.
The echelon of high-end automotive PCB manufacturers is obvious
It is understood that the previous low-level body devices or on-board devices such as LED lights, gearboxes, BMS, on-board displays, and entertainment information systems were mainly based on 2-layer and 3-layer FPC. Its major global suppliers are Japanese manufacturers Qishenghe Multek, a subsidiary of SZDS, etc.
In recent years, with the acceleration of Tesla's localization, the demand for HDI boards for automotive ADAS, central processing units and power transmissions involved in its supply chain has increased.
Among them, TWJD, TWJX, etc., as Tesla's supply chain manufacturers, their HDI board products have begun to cooperate with customers in large quantities.
In addition to HDI requirements, manufacturers such as TWDY and TWYH are currently developing multiple technologies such as thick copper plates, rigid-flex boards, and high-frequency radar boards, and are also striving to enter the high-end automotive market.
Thick copper plates are mainly used for transmission modules, relays and future electric vehicle charging piles, etc.; soft and hard boards are the core elements in ADAS applications. From lens modules to LiDAR and other key parts, they need to be used to combine soft and hard. Board technology; and the high-frequency radar board is a battleground for military strategists. At present, vehicle radar boards have generally used millimeter-wave products above 24GHz, and even 77GHz medium-range millimeter-wave radar and 77GHz short-range millimeter-wave radar support .