With the advent of the 5G era, the obvious change in the performance of 5G PCB circuit boards is high frequency and high speed. Since 5G, IOT and other applications will adopt higher frequencies, gradually rising from below 3 GHz to 6 GHz or even 2 ~ 30 GHz, the process of increasing frequency has very high requirements for the loss of 5G PCB boards. 5G PCB communication boards must meet the characteristics of high frequency and high speed, so there are higher requirements for high-frequency circuit boards, metal substrates, etc. The industry generally believes that the price of 5G base station PCBs has been greatly increased, and the output value has also been raised. The industry believes that large-scale The value of the 5G PCB board of the base station is about three times that of the 4G base station.
The characteristics of high frequency, high speed, large size and multi-layer make 5G PCB not only rely on increasing the input of raw materials to meet the terminal requirements. The production line to process these high-frequency and high-speed circuit boards not only requires high technology and equipment investment, but also requires the accumulation of experience of technicians and production personnel. At the same time, the certification procedures of the client are strict and cumbersome.
At present, the average yield rate of 5G PCB products in China is less than 95%, but the high technology also raises the industry threshold in disguise, which can lengthen the production and operation cycle of related enterprises.
HUIHE Circuits believes that the 5G era will stimulate the demand for communication 5G PCBs, and the multilayer boards with 8 to 16 layers and super high layer boards with more than 8 layers are the main ones. It is estimated that the compound annual growth rates from 2020 to 2024 will reach 6.5% and 8.8% respectively %. In 2019, most PCB application fields experienced varying degrees of decline, but the output value of the server and data storage fields bucked the trend and increased by 3.1%, reaching 4.97 billion. On the other hand, wired infrastructure equipment and wireless infrastructure equipment rose even higher, with annual growth The rates reached 6.2% and 7.1% respectively, and the amount reached 4.67 billion US dollars and 2.612 billion US dollars.
At the same time, as 5G technology gradually matures, data transmission traffic will show explosive growth, and the demand for storage and computing will also increase significantly. As of now, the 5G-related investment budgets of China’s three major telecom operators have soared to RMB 180.3 billion this year, an increase of more than 300% compared with 2019. In addition, China’s three major telecommunications companies began to actively call for bids during the “unblocking”. At present, the total number of bids is about 480,000 base stations, and China Mobile’s second phase of 5G wireless network equipment procurement has far exceeded market expectations, reflecting the future The prospect of demand for 5G PCB high-frequency circuit boards is booming.