Analysis of FPC business development in smart phones and automotive fields

 According to the survey data, the global FPC market scale exceeds 10 billion US dollars, and the proportion of PCB output value has gradually increased to about 20%. The domestic FPC market accounts for about half of the world; mobile phones, tablets and computers are the most important application areas of FPC, accounting for a total of More than 60%.

The scale and forecast of FPC over 10 billion US dollars market from 2007 to 2021

Source of data: public information

The proportion of FPC in PCB from 2007 to 2021

Source of data: public information

Mobile phones, tablets and computers are the three major applications of FPC

Source of data: public information

     A large number of FPCs are used in smartphones for the connection of parts and motherboards, such as display modules, fingerprint modules, camera modules, antennas, vibrators, etc., with the continuous penetration of fingerprint recognition, the camera upgrades to dual camera As well as the use of OLEDs, the use of FPC will continue to increase.

   With the gradual popularization of dual-camera and three-camera, the future growth of camera modules is still relatively large. It is expected to reach 45% in 2019. Huawei mobile phone is a strong promoter of dual-camera. In 2017, dual-camera shipments accounted for more than 50%. According to the survey data, sales of CMOS image sensors reached US$11.5 billion (+9%) in 2017. From 2016 to 2021, the average annual growth rate of the CMOS image sensor market was around 8.7%.

    Main mobile phone brand double-shot penetration

Source of data: public information

      At the same time, with the release of Huawei and Samsung foldable mobile phones, future foldable mobile phones will push up the demand for flexible AMOLEDs. According to the survey data, shipments of flexible AMOLEDs are expected to reach 180 million units in 2018, three times more than the 46.5 million units in 2015. It is estimated that shipments will reach 336 million units by 2020, accounting for more than 50% of AMOLED shipments. . In the field of smart phones, 2017 shipments of flexible On-CellAMOLEDs reached 96.3 million, an increase of 154% year-on-year, accounting for 6.3%; iPhone X uses GF2OLED panels, and total shipments of On-cell+GF2 AMOLEDs accounted for 2017. It reached 9.9%, and this proportion is expected to be about 30% in 2022.

      At present, the mainstream smartphone FPC usage is 10-15 pieces, and the iPhone X usage is even 20 pieces. Combined with the above analysis, as the product upgrades, the amount of single-machine FPC usage will gradually increase. Apple and Samsung rarely purchase FPC products from domestic suppliers, and “HOV” has been opened to domestic suppliers, and there is a large import substitution space in the future. Apple FPC suppliers are mainly Japanese, Taiwanese and US domestic suppliers. Samsung is mainly a Korean local supplier. In addition to Japanese and Taiwanese manufacturers, “HOV” will also purchase from domestic suppliers.

    FPC also has a huge space in the automotive field, which can be used in multiple scenarios such as power batteries, vehicle display modules, sensors, and lights. The electronic level of new energy vehicles is much higher than that of traditional fuel vehicles. The traditional wiring harness mode has many connection points and heavy weight, which does not meet the development trend of lightweight energy of new energy vehicles. FPC is an optimized choice for reducing process complexity, weight reduction and cost savings. With the development of new energy vehicles, the development of automotive FPC has broad prospects. According to the survey data, global new energy passenger vehicle sales reached 2.02 million units in 2018, a year-on-year increase of 66%.

The proportion of different types of car electronics in the whole vehicle

Source of data: public information

Global new energy passenger car sales from 2016 to 2018

Source of data: public information

This article is reproduced from the network, if there is infringement, please contact the website to delete, thank you!