The 90-10 Split - Page 3 Print E-mail
Tuesday, 04 September 2012 02:43
Article Index
The 90-10 Split
Page 2
Page 3
All Pages

Wuzhu Group, Shenzhen Fast Print, Shenzhen Sun Tak and Bomin Electronics. These three makers may be called second tier “four musketeers of China.” All have substantial expansions ongoing in various parts in China: Wuzhu in Dongguang, Fast Print in Yixing, Suntak in Jiangmen and Bomin in Meizhou.

Tat Chun Circuits. Some 51% of Tat Chun was acquired by Korean high layer-count MLB maker ISU Petasys in May of this year. “ISU” in Korean means “Pear Tree, or 梨樹. Peta is 10 to the 12th. The parent company, ISU Chemical, named it as Petasys to wish that it would grow to “infinity.” Tat Chun has had a business alliance with Japan’s Toppan-NEC, a competitor of ISU Petasys for Cisco’s programs. ISU Petasys is the largest supplier to Cisco. What is going to happen with Tat Chun, Toppan-NEC and ISU Petasys is beyond this author’s imagination. Good luck to all parties involved.

 

Ed.: For a larger version of Table 3, right-click on each table, then click View Image and increase the size.

 

Table 3

If readers have questions about other NTI-100 entries, the author would be happy to respond.

One final comment: The “80-20” rule normally applies to the amount of market share controlled by 20% of the manufacturers in the same field. It is estimated that there are 2,600 to 2,800 PCB companies in the world today. The 104 companies on the NTI-100 list represent 3.7% of the total. The total revenue ($48 billion) of these 104 makers accounted for 81% of the world output ($59 billion). Therefore, in the PCB field, the rule may be more like “90-10”; that is, the big get bigger and faster.

Once a PCB manufacturer’s revenue reaches a certain level, say, $500 million per annum, it must keep running, meaning continuous investment. Some companies are taking a different path, specializing in a niche market with niche products. Which is better?

Ed.: To see the 2011 NTI-100, click here.

See below for a list of the world's top PCB fabricators over the years:

Figure 6

Dr. Hayao Nakahara is president of N.T. Information; This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

 

Follow us on Twitter: @mikebuetow

 



Last Updated on Wednesday, 05 September 2012 21:55
 

Columns

Eastern-US: China’s New Competitor?

Parity emerges among EMS Factories from Asia, Mexico and the US.

For the first time in years we see parity in the Eastern US among EMS factories from Asia, Mexico and the US. This EMS market condition will permit American OEMs (the EMS industry refers to OEMs as customers) to have more EMS pathways to choose from. Now more than ever, such EMS assignments will require deeper investigation relating to the OEMs’ evaluation of manufacturing strategies.

Read more...
 
The Human Touch

For those who count on the electronics industry for big feats, it’s been a remarkable couple of years.

Read more...
 

Features

Advances in Concentration Monitoring and Closed-Loop Control

Contaminated bath water skews refractive index results. New technology can accurately measure aqueous cleaning agent concentration.

Read more...
 
Circuits Disassembly: Materials Characterization and Failure Analysis

A systematic approach to nonconventional methods of encapsulant removal.

Read more...
 

Search

Search

Login

CB Login

Language

Language

English French German Italian Portuguese Russian Spanish
 

Products

Techspray Introduces Fine-L-Kote High Viscosity AR Conformal Coating
Fine-L-Kote high viscosity AR acrylic conformal coating reportedly widens the process window and flexibility. Can use as-is for dipping or thin down for spray systems. Is for selective spray systems...