At the end of last year, the world's first 5G standard came out. At the beginning of this year, Computex joined 5G for the first time as the six main themes of the exhibition. The continuous development of 5G symbolizes that the next battlefield of mobile communication will be heading for a period of rapid development. At the end of this year and the slowest next year, the trend of 4G to 5G will gradually take shape, and the global information transmission will enter a high speed. In addition to the well-known Netcom factories, the copper foil substrate, the key material for PCB manufacturing, will also be another key beneficiary in the global trend of high-frequency and high-speed transmission.
Demand for High Frequency and High Speed PCB Board.
According to Gartner, the largest number of 5G applications will be focused on the Internet of Things. It is estimated that by 2020, there will be 20.4 billion networking devices worldwide. In the future, a 5G base station will be able to connect millions of terminal devices in a square kilometer.
In the process of 4G to 5G, not only will the bandwidth increase and the speed increase, but also the transmission process will reduce the delay time, and the message transmission will become more immediate. But unlike 4G, the transmission coverage is wider, the frequency of 5G transmission is higher and the coverage is smaller, so a lot of Small Cell will be needed to bridge. Therefore, besides Small Cell, which will be the new demand market when 5G arrives, because Small Cell also needs high-frequency and high-speed functions, networked PCB board is also needed. The demand for higher-order CCL materials will also increase.
The construction of 5G includes both enterprise and consumer end. In the future, it is necessary to build more data centers, including servers, routers and Switch. In the consumer side, although the PCB market of mobile phones looks small, the transmission speed of mobile phones in the future will also be faster, which is bound to increase. With more high-frequency and high-speed materials, it seems that mobile phone design is not as high-end as server and Switch, but in the long run, the trend of focusing on high-frequency and high-speed will not change, and CCL's investment thinking will also be reversed.
It is difficult to develop high-order materials.
Especially since 2010, the frequency of information transmission has accelerated, unlike in 1995-2010 when the frequency of network communication is not high, CCL factories only need to develop a generation of products to meet the needs of customers for 10 years, which also makes the cost-benefit ratio of CCL community unable to rise to more than 10 times.
However, since 2010, the frequency of network communication has jumped from 5G to 40G in an instant, which is not only very fast, but also occurs quickly in a short time. CCL material manufacturers must follow up the pursuit of low Loss (Dk/Df), a low loss dielectric material, in order to reduce signal attenuation and improve signal integrity.
