The full name of copper clad laminate is copper clad laminate, which is the basic material of the electronics industry and the main material for processing and manufacturing printed circuit boards (PCB). The production capacity of copper clad laminates in my country is very strong, and its production capacity and output are among the top in the world. And in 2020, the copper clad laminate industry will be driven by emerging demand such as downstream 5G construction, automotive electronics, and new smart devices for the Internet of Things. A number of new production capacity construction projects will start in domestic companies, starting a new wave of production increase.
1. Analysis of copper clad laminate production
The production capacity of my country’s copper clad laminate industry ranks among the top in the world. According to the data disclosed by the China Electronic Materials Industry Association Copper Clad Laminate Materials Branch (CCLA), my country’s copper clad laminate production capacity has shown a year-by-year growth trend from 2012 to 2019. In 2019, my country’s total production capacity of various copper clad laminates is 9 ．1.1 billion square meters, an increase of 2.96% over 2018.
According to the statistics of the new production capacity of 10 copper clad laminate projects completed and put into operation in my country in 2020, according to the statistics of the new production capacity of 10 copper clad laminate projects completed and put into operation in China in 2020, the preliminary calculation of the total production capacity of various copper clad laminates in my country in 2020 is About 1.034 billion square meters.
With the rapid development of China’s copper clad laminate industry, China has become the world’s largest producer of copper clad laminates. According to the data disclosed by the Copper Clad Laminate Materials Branch (CCLA) of China electronic Materials Industry Association, the output of PCB CCL in my country showed an overall upward trend from 2012 to 2019. In 2019, the output of PCB CCL in my country was 683 million square meters, a year-on-year increase of 4.35%. . It is estimated that the output of PCB copper clad laminates in my country will exceed 756 million square meters in 2020.
According to the capacity and output of PCB copper clad laminates in my country, the capacity utilization rate of PCB copper clad laminates in my country is calculated. From 2013 to 2019, the capacity utilization rate of PCB copper clad laminates in my country fluctuated, and began to show a growth trend in 2015, and the growth was very obvious. In 2019, the capacity utilization rate of my country’s PCB CCL industry was 74.97%, and it is expected that the capacity utilization rate of the industry in 2020 will be 73.11%.
2. Copper clad laminate production increase plan
Driven by my country’s new infrastructure construction and 5G application market, the investment and commissioning of copper clad laminate projects in mainland my country have been very active, and a new wave of copper clad laminate construction and production has been set off.
In 2020, there will be a total of 17 cases of my country’s investment in copper-clad laminate construction projects, including 12 projects invested by domestic-funded enterprises, and the new annual production capacity will be 118.5 million square meters. 4 Taiwan-funded enterprise projects (including enterprises invested by Nanya Electronics, Taiwan Optoelectronic Materials, and Lianmao Electronics), with an additional annual production capacity of 40.5 million square meters, and 1 Japanese-funded enterprise (Panasonic) project, with an additional annual production capacity of about 5 million square meters.
In 2020, there will be a total of 5 projects (or contracts) for my country’s investment in copper clad laminate construction projects, and the investors are all domestic-funded enterprises. Among them, there are 2 items in Anhui Province, and 1 item each in Jiangxi, Shaanxi, and Sichuan. The newly created copper clad laminate projects will release new production capacity year by year in 2021-2022. Among the five projects, the project of Jin’an Guoji Technology Co., Ltd. with a total investment of 600 million yuan and an annual production capacity of 30 million high-end copper clad laminates is the largest.
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