1. Introduction of PCB copper foil
Copperfoil (copper mooring): a negative electrolytic material, deposited on a thin, continuous layer of metal foil on the dermis of the PCB, which serves as the electrical conductor of the PCB. It is easily bonded to the cable sheath, accepts the thickness of the printing protective layer, and forms a circuit pattern after etching. Coppermirrortest (copper mirror test): A flux corrosion test that applies a vacuum pump to deposit a plastic film on glass.
Copper foil is forged from copper plus a certain proportion of other metal materials. Copper foil generally has two types of 90 foil and 88 foil, that is, the copper content is 90% and 88%, and the size is 16*16cm. Copper moat is the most widely used building decoration material. Such as: hotels, temples, Buddha statues, golden rice bowls, tile mosaics, artworks, etc.
2. Product characteristics of PCB circuit board copper mooring
Copper mooring has the characteristics of low surface CO2, can adhere to a variety of different boards, such as metals, insulating materials, etc., and has a wide range of temperature applications. It is mainly used in magnetic shielding and anti-static, and the conductive copper foil is placed on the substrate surface, combined with the metal plate, which has a high-quality conduction principle and provides the effect of magnetic shielding. It can be divided into: self-adhesive copper mooring, double-lead copper mooring, single-guide copper mooring, etc.
Electronic grade copper foil (more than 99.7% purity, thickness 5um-105um) is one of the basic raw materials for the electronic industry. With the rapid development of the electronic information industry, the demand for electronic grade copper foil is increasing, and the products are widely available. Applied to industrial-grade computing methods, communication equipment, QA equipment, lithium-ion batteries, civilian TVs, camcorders, CD players, printers, telephones, heating and air-conditioning, electronic components for cars, arcade game machines Wait.
Markets around the world have increasing requirements for electronic-grade copper foils, especially high-performance electronic-grade copper foils. According to the prediction and analysis of relevant technical professional organizations, by 2015, China's demand for electronic grade copper foil will reach 300,000 tons, and my country will become the largest manufacturing base of the global printed circuit board and copper foil industry base. Poker is particularly attractive in the performance foil sales market.
3. Worldwide supply of Copper Park
Industrial-grade copper foil can be generally divided into two types: rolled copper foil (RA copper foil) and disintegrated copper foil (ED copper foil). Among them, rolled copper foil has good plasticity and other characteristics, and is commonly used in the early stage of flexible circuit board manufacturing. , while electrolytic copper foil has the advantage of lower production cost than rolled copper foil. Since calendered copper foil is the main raw material of flexible circuit boards, the performance improvement and price changes of calendered copper foil have a certain impact on the flexible circuit board industry.
Because the production of rolled copper foil is relatively small, and the technology is also in the hands of some manufacturers, so consumers have a low degree of confidence in the price and demand, so it is not necessary to use electricity without affecting the performance of the product. Replacing rolled copper foil with solution copper foil is a feasible treatment method.
However, if the physical characteristics of the copper foil’s own structure will affect the factors of the etching process in the future, the necessity of rolling copper foil will increase again in the case of string-shaped or thin-shaped products, and high-frequency products due to communication equipment considerations. .
There are several major obstacles in the production of rolled copper foil, resource obstacles and technical obstacles. The resource barrier refers to the fact that the production of rolled copper foil requires the availability of copper raw materials, and the occupation of resources is very important. On the other hand, technical obstacles deter many new entrants, in addition to injection molding technology, metal surface treatment or oxidation treatment technology. Most of the international large-scale factories have a large number of technical patents and core technology KnowPow, increasing the barriers to entry. If new entrants are manufactured by post-processing technology and are subject to cost constraints from large factories, they will not be able to successfully enter the market. Therefore, the global rolled copper foil is still a highly exclusive market.
4. The development trend of Tongbo
Copper foil English is electrodeposItedcopperfoil, which is the key raw material for the production of copper clad laminates (CCL) and printed PCB circuit boards (PCB circuit boards). In today's rapid development of the electronic big data industry, electrolytic copper foil is called: the "neuron network" of electronic data signal and power transmission and communication.
Since 2003, the production value of printed PCB circuit boards in my country has surpassed the fourth place in the world, and copper clad laminates, the base steel material of PCB circuit boards, have also become the fourth largest producer in the world. As a result, my country's electrolytic copper foil industry chain has developed rapidly in recent years. In order to grasp and understand the past, present, and future of the development trend of the electrolytic copper foil industry in the world and in my country, authoritative experts from the my country Epoxy Resin Industry Association specially reviewed its development trend.
From the perspective of the quality control department and market development trend of the electrolytic copper foil industry, its development history can be divided into three major development stages: the establishment of the first global copper park company in the United States and the development of the electrolytic copper foil industry The stage; the stage of the Japanese copper company monopolizing the international market in an all-round way; the stage of the current world pattern competing for the sales market.
The continuous price rise of copper park drives the price increase of copper clad laminates in the middle and lower reaches
a. The price of copper berth keeps rising. Affected by the restocking of lithium battery manufacturers on Double Eleven and Double Twelve, the prices of copper and organic solvents in the entire lithium battery industry chain have skyrocketed. According to the data of CCCC and the Physical Power Industry Association, the quotations of lithium battery raw materials such as copper foil and lithium battery electrolyte have risen significantly recently, and some products have risen by as much as 55%.
Previously, Nord announced in the 2017 semi-annual report that the profit rate of the company's copper products increased by 10.33% year-on-year, and the production capacity of copper products was 27,100 tons per year, of which 80% of the production capacity was lithium battery copper foil. , occupying about 1/3 of the market share of lithium copper foil for power lithium batteries.
b. The rise in the price of copper will promote the price increase of copper clad laminates. Copper-clad laminates are greatly affected by the price of copper, and the market concentration of copper-clad laminate manufacturers is relatively high. The market share of the top three manufacturers in the manufacturing industry is 14%, 11%, and 11%, respectively. Among them, the downstream PCB circuit board companies are relatively scattered. Bargaining power is low, and the rise in copper prices can be smoothly transmitted to copper clad laminate manufacturers.
Jinan Guoji announced that in the semi-annual report of 2017, the turnover of copper-clad laminate products accounted for 98% of the total turnover, and the profit margin increased by 8.64% year-on-year. RMB, with a year-on-year growth rate of 170%-220%.
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