PCB accounts for about 25% of the market share in the whole electronic components industry chain. The upstream is the electronic basic materials, and the downstream is the electronic equipment terminal industry, in which the demand for communication equipment, consumer electronics products and computers and related equipment accounts for about 80%. In each month of the first half of the year, the global PC shipment maintained a year-on-year growth rate of about 20%, and the month on month growth declined after entering may. The strong demand in the smart phone market makes the flexible board and HDI in great demand. In the first half of this year, China's export of electronic information products has been growing month on month. In May, it was 50% higher than that in the same period of last year. The vigorous export has driven the PCB demand.

Price change is the main line of research in the first half of the year. From February to March this year, the price of PCB has increased by about 10-15%. Recently, PCB manufacturers have increased the quotation of components by 20% on this basis. Since July, the price of CCL has been reduced by about 3%-5%. Although the price reduction expectation is uncertain, at least the price will not increase by 20% in the first half of the year. The copper price, which accounts for about 60% of the PCB cost, has little fluctuation this year. Therefore, it can be estimated that the gross profit margin of PCB will increase by about 1% to 10% in the second half of the year.  

Q3 of PCB industry is still booming. Due to the recovery of the component industry in the second half of 2009 and the large base, the growth rate of PCB sales in the second half of this year will fall back, but the prosperity of the industry will continue to Q3. Flexible PCB demand growth will remain stable.

Domestic PCB enterprises have begun to take advantage of scale. The sales revenue of PCB enterprises above Designated Size in China increased by 29.35% year-on-year, and the sales volume of Wuxi Jianding reached 5billion yuan. The PCB industry has experienced the withdrawal of concentrated high, middle and small enterprises, which will help large PCB enterprises, especially listed companies, seize market share and give full play to their scale advantage, which is an important way for PCB enterprises to improve their profitability.