中国のSMT (表面実装技術) 容量調査、2020年版：SMT組立ラインのベンダー／バイヤー・データベース (2016～2019年)
China SMT (Surface Mount Technology) Capacity Study: 2020 Edition, Vendor - Buyer Database of SMT Assembly Lines 2016-2019
|中国のSMT (表面実装技術) 容量調査、2020年版：SMT組立ラインのベンダー／バイヤー・データベース (2016～2019年)|
発行: New Venture Research
世界の表面実装技術 (SMT) 設置ベースは、新型コロナウイルス感染症 (COVID-19) の危機にも関わらずに拡大傾向にあり、2019年に70,176台、2020年には73,231台に達すると推計されています。一方、SMTのキャパシティ (製造能力) はこの5年間で6%のCAGRで拡大しており、そのうちの約50%を中国が占めています。中国は現在、世界のSMT生産ラインの47%を占めており、2000年の19%から大きく上昇しています。その分、米国・欧州・日本のシェアが低下しており、業界関係者を驚かせる状態となっています。ただし、中国の産業構造は透明性に欠けており、親会社と子会社の関係性が複雑で、また事業展開に際して多額の機会費用を要します。
当レポートでは、中国国内の表面実装技術 (SMT) 装置の生産ラインの規模と傾向について分析し、国内全体の設置ベースの総数や近年の動向、地域別 (省／市)・ベンダー別／ブランド別・ビジネスモデル別の詳細動向、製品単価や市場収益額の推移、マウンター (表面実装機) の購入台数などを調査すると共に、主なバイヤー企業の詳細情報 (プロファイル、所有構造 (親会社／子会社)、SMT装置の設置ベース・購入台数ほか) を取りまとめてお届けいたします。
当レポートでは、中国国内でSMT (表面実装技術) 装置の購入／輸入に積極的に取り組んでいる企業 (合計5000社以上) の詳細情報を調査しています。各企業につき、以下の情報を掲載しています。
Based on a historical analysis of Surface Mount Technology (SMT) market data, New Venture Research (NVR) recently established that the worldwide installed base of SMT lines approximates 70,176 in 2019, probably increasing to 73,231 in 2020, despite the Coronavirus crisis. Together, these SMT lines annually process up to 8 trillion active and passive components that populate some 33 billion printed circuit boards, which form the heart of our Smart Phones, Notebooks, FTVs and future IoT applications.
Roughly 70% of the installed SMT capacity represent High- End assembly lines, composed of increasingly integrated, modular Chip Shooting and Multifunction Placement platforms which are capable of mixed IC / PCB assemblies. The remaining 30% consist of lower performance machines. Capex requirements per SMT line vary widely, but, on average, range from US$ 1.2 million on the low end to US$ 2.8 million on the high end.
Worldwide SMT capacity has grown at a cumulative aggregate rate of 6% during the past five years, with China capturing more than 50%, in real terms. Taking into account a normal replacement cycle and initial purchases of new SMT lines, China now accounts for 47% of all installed SMT lines, up from 19% in the year 2000, thus dwarfing the former manufacturing centers of America, Europe and Japan. While this should no longer surprise anyone active in the electronics manufacturing sector, to date, even industry experts continue to wonder who provides this capacity, and, more importantly, who absorbs it to manufacture the advanced products demanded by an increasingly global market. The industry structure in China remains far from transparent, with a complex mix of parent companies and subsidiaries, whose names still sound exotic and often go unnoticed, with significant opportunity costs in terms of business development. NVR has followed this industry for over 25 years and is pleased to offer our latest update on this continually expanding market. ‘China SMT Capacity Study - 2020 Edition’ is the most comprehensive market research report available on the SMT industry. This unique database, dedicated to China, that relates almost 1,000 parent companies and 1,800 subsidiaries, many of which designated High Tech Enterprises, operating in various Free Trade Zones and Tech Parks.
During the period 2016-2019, these OEMs, ODMs, EMS providers, PCB manufacturers, Component suppliers and Semiconductor assembly companies imported almost 60% of China's automatic placement machines from 40 SMT (mounting) and FCB (bonding) equipment vendors. Using an exclusive set of customs data, we tracked and traced each shipment of new versus used SMT mounters and FlipChip bonders, including their invoice value, relating vendor to buyer. We subsequently identified parent companies and subsidiaries, PCB assembly sites, and the number of SMT lines installed in each city and province. We double checked the outcome against several hundreds of highly detailed factory audits to ensure an overall accuracy ratio of at least 80%.
The final result is a very comprehensive database that comes full circle (360°) in providing a perfect (100%) market view, which permits both general overviews and detailed drill down analyses around multiple pivot points: equipment provider, product model, product category, product configuration, mounter units, unit price, customer destination, company type (state-owned, collective, private, foreign, JV), number of SMT lines, number of employees and even contact details.
This database is an excellent tool for corporate executives and business development staff employed by a wide variety of electronics manufacturing companies interested in SMT capacity development in China, from a competitive point of view. It enables them to drill down and rank hundreds of competitors, big and small, qualifying their SMT capacity and factory expansion plans. Additionally, the database is highly useful to SMT and FCB equipment vendors interested in boosting marketing and sales to electronics manufacturers in China. It enables them to drill down hundreds of OEMs, ODMs, EMS providers and other potential customers, assess their SMT capacity, future demand, as well as share of wallet held by existing competitors.
‘China SMT Capacity Study - 2020 Edition’ is the product of hundreds of hours of research.
For the x-axis the report contains over 5,000 companies in China who were active in buying/importing SMT (surface mount technology) equipment. For each of these companies, there is column information on the y-axis with the following variables: