Apple’s previous technological innovations have brought huge opportunities for restructuring the PCB industry chain. The iphone 8 will most likely introduce new technologies like carrier boards, thus opening a new round of motherboard revolution. Product line reconfiguration will overlap the background of global capacity shifting eastward. The industry chain will usher in new opportunities for entry. In addition, the downstream of PCB is undergoing the alternation of new and old kinetic energy, and the demand is increasing.
Automotive electronics: the trend of intelligence is unstoppable, and the upstream links usher in historical opportunities
Under the trend of electronics and intelligence, automobiles are undergoing a process of intelligence, and it is expected that the relay mobile phone will become a new type of intelligent terminal. Compared with smart phones, automobiles are expected to become another important driving force in the downstream market of semiconductors and passive devices. Benefiting from the advent of the downstream market and the favorable policy environment, the localization of the upstream is expected to accelerate.
Post time: Oct-20-2020