Electronic products can be divided into
high value-added (automotive electronics, medical equipment, industrial
control) and mass-manufactured (mobile phones, notebooks, civilian products).
The electronics industry is transforming rapidly, the trend is EMS factory getting bigger and bigger, and the industrial
chain is becoming more mature. Automotive electronics is a sub-field with
strong stability and high technical requirements. At present, the volume of automotive
electronics is not large, but there will be a good growth rate in the future.
Especially now that the shift from traditional cars to new energy vehicles
(pure electric or hybrid), the electronics products demand of electric vehicles
will be higher, and cars will develop towards intelligence.
1. Overview of the China SMT industry
The application of China SMT started in the
mid-1980s (1985). At first, SMT production lines were introduced from the United States, Japan and other countries for the
production of color TV tuners. It was subsequently used in the production of
pocket high-end multi-band radios, walkmans, video recorders, VCDs, DVDs, Beep
Pagers, mobile phones, etc. In recent years, it has also been widely used in
computers, communication equipment, medical equipment, automotive electronics,
and aerospace electronics. Global electronics manufacturers, including the United States, Japan,
Europe, Singapore, and Taiwan have basically moved SMT plants to
mainland China, making
mainland China
a global electronics manufacturing and processing center.
2. The general development trend of China SMT
industry
The components are getting smaller and
smaller, the assembly density is getting higher and higher, and the assembly
difficulty is getting bigger and bigger. In recent years, SMT has entered a new
climax of development. In order to further adapt to the development of
electronic equipment in the direction of short, small, light and thin, CHIP of
01005 (0.01x0.005 inches) just appeared in the past few years.
3. The situation of the China SMT pick and
place machine industry
From 1985 to 2020, China's SMT
industry introduced a total of 156,535 SMT machines in the 35 years, and the
value of a single machine was more than 1 million RMB. In the first quarter of
2020, under the impetus of the China
automotive electronics market, Mainland China imported 4,366 SMT machine
with a value of USD 45,440,300. Compared with January-March 2019, they
increased by 38.1% and 32.9%, respectively. The highest point in the same
period since 2012.
Since the beginning of this year, the China
SMT pick and place machine market has been particularly good. The possible
reasons are:
1) Investment cycle;
2) Pulled by the automotive electronics
industry;
3) Some EMS industries are growing up due
to EMS transfer to China.
At present, the delivery lead time of China
SMT pick and place machines is 4-5 months, and the fastest for old customers is
3 months.
