Price Competitiveness

This has enabled Chinese PCB manufacturers to compete with Taiwanese counterparts in the high-density interconnect (HDI) board segment. Supported by orders from major China-based brands like Lenovo, ZTE, Huawei, and TCL, the local PCB industry has made substantial progress, including the production of high-end HDI boards and preparations to enter the IC substrate sector. The expansion has led to industry consolidation, pushing some small-scale manufacturers out of the market. Meanwhile, Taiwan-based PCB makers, such as GBM, Compeq Manufacturing, and TPT, have maintained stable operations by relocating their production bases to Western China. The increasing competitiveness of China-based PCB makers in the HDI segment poses a challenge to Taiwanese suppliers. Read More

The devaluation of the Chinese Yuan (CNY) has a direct impact on the import and export trade of the China PCB industry. While the need for imported high-specification materials and equipment persists, the devaluation increases their cost, reducing purchasing power and weakening their competitiveness in the domestic market. This situation encourages PCB manufacturers to seek domestic alternatives, enhancing the price competitiveness of local suppliers. For export-oriented PCB enterprises, the devaluation stimulates exports by making products more competitively priced, which can have positive economic effects. Overall, while short-term challenges exist for imported materials, the industry may benefit from increased export growth opportunities. Read More