Hard Board meets extreme difficulty from the very begaining Epidemic but later resumed fast because of 5G. Huawei is on the top one class in developing 5G technology.
The 5G communication business opportunity extends to notebooks. Not only are major mobile phone chip manufacturers entering the layout, but also brand manufacturers have announced or launched 5G notebooks to the market. it expects that the relevant hard board supply chain will win Lenovo’s 5G high-speed notebook material orders. Hui Electronics, laptop HDI suppliers Tripod and Yaohua are expected to benefit.
Due to the impact of the epidemic in the first half of the year, the shipments of TWS hard boards and automotive panels declined, and the overall utilization rate remained less than 50%. Fortunately, customer demand in the third quarter was warming up, driven by TWS and new battery panels. The recovery of hard and soft boards, high-end laptops and tablets will also promote the growth of HDI demand, and the overall utilization rate will gradually rise to 90%.
If 5G can penetrate NB in the future, there will be specifications for multilayer boards and HDI. In addition, it is also a new opportunity for antenna soft boards and materials.
