January 09, 2025

PCB industry ushered in boom cycle, Samsung will OEM Qualcomm 5G chip

Samsung announced that it will build Qualcomm 5G chip, Huawei, Qualcomm completed 5GNRIODT: February 22, Samsung announced on the official website, Qualcomm's 5G mobile device chip will be based on their 7nmLPP process manufacturing, the technology node will introduce EUV (extreme ultraviolet lithography ). Samsung said that its partnership with Qualcomm will continue for at least 10 years. The next-generation Qualcomm flagship processor will use Samsung's latest 7nm LPPEUV (Eurolith ultra violet lithography process) process and support 5G networks.

The next-generation chip mentioned here basically confirms the name of the Snapdragon 855 that was previously exposed. Compared to today's 10nm FinFET process, 7nm process technology will achieve a 40% reduction in area, a 10% increase in performance, and a 35% reduction in power consumption. On the same day, Qualcomm's Qualcomm Technologies and Huawei jointly announced that they have successfully completed the 5GNR Interoperability Test (IODT: Interoperability and DevelopmentTesTIng) based on the 3GPP Release15 standard. This test utilizes the UE prototype of Qualcomm Technologies and Huawei's 5G commercial system, and is a key milestone in accelerating the maturity of the Release155GNR ecosystem. The success of the interoperability testing between Qualcomm Technologies and Huawei Systems will significantly promote the commercialization of the industry's 5G network, and investors are advised to pay active attention.

PCB has ushered in the boom cycle. Mainland manufacturers are riding in the wind: According to relevant data, the global PCB proofing service brand “Jidoo Bang” learned that the global PCB production value in 2016 was US$54.2 billion. Overall, the PCB industry for 2010-2016 The output value is relatively stable with little fluctuation. In 2016, the total PCB output value of mainland China reached US$27.1 billion, which accounted for 50% of the world's total and increased by 3.45% year-on-year. In Asia, the total output value reached US$495.62 billion, accounting for 91.43% of the global total. The global PCB industry has shifted from “European and American-led” to “Asian-dominated,” forming a center in Asia (especially in Mainland China) and supplemented by other regions. The pattern is that China is currently one of the regions in the world that can provide PCB's maximum capacity and the most complete product type.

According to the Czech Republic, since 2017, major PCB manufacturers have invested in product capacity expansion and process capability enhancement. PCB generally adopts the production mode of production by sales, and the expansion of manufacturers is mainly based on the optimistic expectations of the downstream market demand. Affected by environmental protection policies, PCB small-scale plants will gradually be phased out. At the same time, PCB manufacturers such as Shennan Circuit and Jingwang Electronics have successively listed to help expand financing channels and increase their competitiveness. At present, the top five domestic manufacturers share less than 10%. The market share in the future will steadily increase.

Last week's review of the electronic sector performance: the overall market this week rose, the Shanghai and Shenzhen 300 Index rose 2.63%. Among them, Shenwan Electronic Index rose 2.01%, underperformed the Shanghai and Shenzhen 300 Index by 0.62 percentage points; CITIC Electronic Components Index rose by 1.97%, underperformed the Shanghai and Shenzhen 300 Index by 0.66 percentage points.

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