Mwa othandizira apulo apulo a Apple, wopanga PCB Eton Electronics ndiye wotsika kwambiri. Bizinesi yamagetsi yamagetsi ya Eton ya PC ya Eton idapangidwa muzinthu zamagetsi zamagetsi zamagetsi ndi zamagalimoto. Kugwira ntchito kwa kampaniyi m'zaka zaposachedwa kwawonetsa kusasunthika kwakukula.
Komabe, kuchokera hafu yoyamba ya masheya a A-share 31 PCB malingaliro, phindu lonse la Eton Electronics silabwino; m'malo mwake, magawidwe mu theka loyamba la chaka amapitilira ma yuan 700 miliyoni, ndipo magawo azaka zisanu zomwe zalembedwazo adaposa ma yuan 2.6 biliyoni. Kufikira 277.78%, Yiyton Electronics adakhala gawo lazogulitsa komanso ndalama. Komabe, chifukwa chake magwiridwe antchito a Eton Electronics ali "owolowa manja" kwambiri, zifukwa zomwe zimayambitsa kuyenera kuwunikira.
Makina ogwiritsira ntchito zamagetsi PCB wosapatsa maapulo
Kuyambira 2014 mpaka theka loyamba la 2019, kuchuluka kwa Eton Electronics kudakwera kuchokera 28% mpaka 278%. Mwa makampani omwe adalembedwera m'makampani opanga mafoni am'manja, palibe opanga ambiri omwe ali ndi zopatsa zotere.
Kuchokera pakuwona momwe gawo la Eton limagawana, kuchuluka kwa "kumanja" kumatanthauza magawo ambiri, ndipo kuwunika kwakukulu kwapatsikidwe kumabwereranso ku chinthucho. Eton Electronics amalowa mumakina othandizira monga Apple Huawei, amenenso amakopa kwambiri. .
Akuti bolodi yayikulu yazida zama Yidun Electronics zitha kugawidwa pawiri, bolodi yokhala ndi zinayi, bolodi yokhala ndi zigawo zisanu ndi chimodzi, bolodi yotsika eyiti komanso pamwamba malinga ndi kuchuluka kwa zigawo. Zinthuzi zimagwiritsidwa ntchito kwambiri pamagetsi zamagalimoto, zida zamagetsi, zamagetsi zamagetsi, makompyuta, kuwongolera mafakitale. Ndi zinthu zina zamagetsi zotsika.
Mu 2012, Eton Electronics adakhazikitsa gulu lalikulu la zigawo zingapo ku China ndipo adakhala wothandizira wamkulu monga Huawei, Flextronics ndi Jabil.
Ndipo, mu 2014, Eton Electronics adalemba bwino pa mndandanda wa othandizira a Apple a200200 ndikukhala m'modzi mwa omwe amapereka PCB. Zogulitsa zazikulu ndi matabwa othandizira a iPhone ndi iPad, palinso ntchito yochepa pa Mac.
M'chaka chomwecho, Eton Electronics adalembedwa pa Shanghai Stock Exchange ndipo akufuna kupatsanso pagulu zosagwirizana ndi anthu wamba 120 miliyoni. Ndalama zomwe zatulutsidwa atachotsa ndalama zotsogola zidzagwiritsidwa ntchito "kupanga chaka chilichonse masentimita 1,1 miliyoni a projekiti yosindikizidwa yosanja" ndi "Chaka Kupanga kwa masikweya okwana mamiliyoni 450,000 a HDI."
Ndizofunikira kudziwa kuti mchaka cha 2018, Eton Electronics anasintha projekiti ya HDI kukhala "pulojekiti yosindikiza yazipinda zingapo yopanga pachaka masikweya 700,000", komanso "projekiti yosindikizidwa yosanja yosindikiza yokhala ndi ziwonetsero zapachaka za 1.1 mamilimita lalikulu ”apangidwa kuti apangidwe. Pakadali pano, Eton Electronics adakulitsa mwachangu mabatani ake osunthika okhala ndi zigawo zinayi ndi zisanu ndi zitatu kuti apititse patsogolo kufalikira kwamphamvu kwama board a magalimoto ndi madera ena opangira.
Bizinesi yama PCB yamagalimoto
Makampaniwa akudziwa bwino kuti theka loyambirira la 2019, chifukwa cha kusuntha kwa nkhondo zamalonda zaku Sino-US komanso zinthu zamagetsi zotsika, kuchuluka kwa makampani padziko lonse lapansi PCB kudachepa, ndipo Eton Electronics sanasungidwe.
Malinga ndi lipoti loyambirira la ndalama za Yideng, chuma chinali 1.45 biliyoni Yuan, pansi pa 4.05% pachaka; phindu lonse lolingana ndi omwe ali nawo pamakampani omwe adatchulidwa anali 259 miliyoni, kuwonjezeka kwa 2,52% pachaka.
Ndizofunikira kudziwa kuti, chifukwa chamapangidwe apamwamba owonjezerapo, njira yopangira phindu ya Eton Electronics mu theka loyamba la chaka inafika 17.2%.
Mwa iwo, zopangidwa zowonjezera zamagetsi zamagetsi zamagalimoto ndi makasitomala olumikizira, pang'onopang'ono zakhala "mzati wapamwamba" wa Yideng Electronics 'pamasewera owopsa pamsika, komanso ndi bizinesi yofunika ya Yidun Electronics.
Ndizoyenera kunena kuti Huawei ikuyang'aniranso ntchito zamagalimoto, yoyendetsedwa ndi matekinoloje atsopano monga nzeru zamagetsi ndi 5G. Mu Epulo chaka chino, Huawei ndi Dongfeng Motor adagwirizana kuti apange galimoto yanzeru ku Shanghai International Auto Show. Kulowa kwa Huawei pakukonzedwa kwatsatanetsatane kwa makina ake ochezera, magalimoto a 5G ndi malo amtambo ndizolimbikitsanso kulimba kwa chingwe chanzeru chagalimoto.
Nthawi yomweyo, kuyambira 2014, Eton Electronics, yomwe idatumiza zamagetsi zamagalimoto, idasunga bizinesi yake yama PCB ngati ndalama zapakati pa 20%. Mu 2018, idawerengera 39% ya ndalama zonse, ndikukhala Valeo ndi Delphi. , Bosch, bara komanso ena opanga ma Tier1 oyamba padziko lonse lapansi.
Yideng Electronics, yomwe imakhudzidwa kwambiri ndi bizinesi yamagetsi yamagalimoto, imadalira mphamvu zamagetsi opanga zida zoyambira zida zamitundu yoyamba mdziko lonse lapansi, ndipo idalowa bwino mu Huawei auto shipping system panthawi yoyenera.
Ngakhale msika wamagalimoto omwe alipo pakadali pano alibe chiyembekezo, umayendetsedwa ndi tekinoloji yatsopano monga nzeru zamagetsi ndi kuyendetsa mosayendetsa, kufunafuna kwa ma PCB magalimoto monga magalimoto yamagetsi yamagetsi ndi makina a DAS kwachuluka kwambiri chifukwa chakufunikira kwa zamagetsi anzeru. . Poyerekeza ndi kachitidwe kachikale kagalimoto kamodzi, malo a PCB ndi 0,5-2 masentimita, galimoto yapamwamba ndi 2-3 lalikulu mamita, ndipo dera la PCB la magetsi atsopano agwiritsidwe ntchito ndi 2-4 lalikulu mita, ndipo magalimoto ogwiritsira ntchito magalimoto a PCB amatha bwino kwambiri. .
Malinga ndi malipoti a Guojin Securities, ndikusintha kwanzeru zamagetsi pamagalimoto, kuchuluka kwa njinga yamagalimoto pama PCB akuyembekezeka kukwera kuchokera ku madola 60 aku US magalimoto amafuta mpaka madola 800 aku US osunga magalimoto apamwamba. PCB zamagalimoto zidzakhalanso msika wama PCB womwe ukukula kwambiri. Makampani abwino opanga ma cell. Zomwe zikuwonetsedwazo zikuwonetsa kuti kukula kwakukulu mu 2018 ndi $ 5.5 biliyoni, chiwonjezeko cha 3,8% pachaka. Podzafika 2020, akuyembekezeka kukula mpaka kukula 3% mpaka $ 59 trilioni.
Munthawi iyi, ngati gawo la mizere yama PCB yamagalimoto yokhazikika kwa zaka zambiri, Eton Electronics adalumikizananso ndi mafunde awa. Komabe, siziyenera kunyalanyazidwa kuti mbali imodzi ndi gawo lalikulu, pomwe wogawana "Yidun Investment" akupitilizabe kuchepetsa magwiridwe ake. Momwe Yideng Electronics imakhazikika mmalo ake m'munda wa PCB ndikupitiliza kuwonjezera maubwino ake mumunda wamagalimoto a PCB ndiyofunika kuwayang'anira.