2011-2012年全球及中国柔性线路板(软板)行业研究报告 >> 水清木华研究中心

　　软板最初应用在硬盘（HDD）和光驱（ODD）领域，行业发展相当稳健，基本上被日本厂家垄断。2003年照相手机的兴起，催生一大批中国大陆和台湾以及韩国厂家进入，打破日本厂家的垄断局面。2005到2006年，FPCB市场达到第一个高潮，2007年开始杀价流血竞争。2007到2009年连续3年FPCB平均价格持续下降，累积降幅超过50%，近百家小企业倒闭，软板行业开始变得很健康。

　　软板的下游市场也在不断扩大，扩展到手机、笔记本电脑、LED Light Bar等，最终软板行业在2010年彻底翻身，2010年软板市场达到81.91亿美元，比2009年增加21%。

　　对手机而言，其功能模块之间大多是用软板连接，每增加一个功能模块基本上就需要增加一片软板。智能手机内部结构复杂，功能众多，软板使用量大增。尤其是2011年触控屏成为智能手机标准配置，触控屏的连接软板具备一定难度，单价较高。

　　追求超薄的电子产品都是软板市场增长的动力，平板电脑也是软板市场增长的驱动因素，英特尔2012年力推的Ultrabook同样将促进软板市场发展。2011年软板市场继续快速增长，达到95.69亿美元，增幅17%，预计2012年将达到106.80亿美元，增幅12%。技术层面上，2L已经成为主流，3L日渐没落。

　　日本企业仍然是FPCB市场的龙头，近20年来，一直垄断HDD和ODD的软板市场。日本厂家拥有稳定的品质、庞大的产能以及遍布全球的生产基地。

　　苹果是全球最大的软板采购商，2011年采购规模近20亿美元，iPod、iTouch、iPad、iPhone、笔记本电脑都需要使用数量众多的软板。苹果认证的软板供应商有6家，分别是日本的NIPPON MEKTRON、SUMITOMO ELECTRONICS、FUJIKURA、美国的M-FLEX，台湾的FLEXIUM、韩国的INTERFLEX。

　　尽管日本厂家遭遇311地震、泰国洪水、日元升值三重打击，依然取得了非常优秀的成绩，尤其NOK仍然保持全球霸主地位。除NOK外，FPCB对日本企业都不是核心业务，FUJIKURA一度欲缩减FPCB业务规模，不过2011年iPad给了Fujikura更多信心。

　　韩国厂家依靠三星和LG。LG虽然下滑，但三星地智能手机和平板电脑都增长强劲，FPCB厂家受益良多，Interflex还通过了苹果认证。台湾厂家中臻鼎（ZDT）是鸿海旗下一员，依靠鸿海集团，ZDT发展迅速，成立仅5年就进入全球前十大PCB厂家。Career 嘉联益则依靠大陆厂家和HTC，Ichia毅嘉主要依靠诺基亚和HTC。新加坡企业控股，生产基地位于湖南长沙的MFS的大客户是HGST，不过HGST被西部数据收购，其大客户极有可能转移订单。

全球主要FPCB厂家2010-2012年收入

　　中国大陆的FPCB厂家规模都很小，技术水平也比较落后，还无法获得国外大公司的认同，不过受益于中国庞大的手机产业，也有不错的增幅。这其中比较大的有比亚迪电子、三德冠（Three Golds）、中兴新宇（ZTE XINGYU FPC）、景旺（KINWONG）、精诚达（JINGCHENGDA）、奈电（NETRON SOFT-TECH）、嘉之宏（JIAZHIHONG）、珠海元盛（ZHUHAI TOPSUN）。

FPCB was originally applied in HDD and ODD, witnessing considerably robust development; and the FPCB market was dominated by Japanese manufacturers before 2003. However, the popularity of camera phone in 2003 breathed new life into FPCB sector for manufactures in Chinese mainland, Taiwan and South Korea, ending the history of Japan as a dominant player in the market.

In 2005-2006, FPCB market embraced its first boom; in 2007, a cut-throat bargain competition took the stage; in 2007-2009, the average price of FPCB saw downward mobility for consecutive three years, a fall of more than 50% accumulatively. Subsequently, nearly one hundred small firms were forced to shut down, resulting in FPCB industry on a healthy growth track.

In addition, the FPCB downstream market was expanding to mobile phone, laptop computer, LED Light Bar sectors. In 2010, the FPCB industry turned a new leaf, with the market value hitting USD8191 million, up 21% over 2009.

For mobile phone, the functional modules are largely connected by FPCB. An additional FPCB is needed for one new functional module. Especially for the smart phone featuring complex internal structure and variety of functions, it demands massive FPCB. In 2011, touch screen became the standard configuration of a smart phone, sending the unit price of FPCB higher due to the more demanding technologies of FPCB required.

People’s pursuit for ultra-thin electronics is the driving force for the growth of FPCB market. And the popularity of tablet PC constitutes another engine. In 2012, Intel launched its hit product, UltraBook, a move which is also expected to promote the FPCB market. In 2011, the FPCB market size surged by 17% to USD9.569 billion, with the targeted figure in 2012 hitting USD10.68 billion, up 12%. Technologically, 2L has replaced 3L and become the mainstream.

Japanese corporations have maintained the position as a leader in FPCB market and, have long been dominating HDD and ODD FPCB market for almost two decades. Japanese manufacturers boast steady quality, massive capacity as well as production bases all across the globe.

Apple is the largest FPCB purchaser worldwide, with procurement approaching USD2 billion in 2011. Its products, including iPod, iTouch, iPad, iPhone and laptop, all need large quantities of FPCB. In the world, 6 FPCB suppliers are approved by Apple, including Japan-based NIPPON MEKTRON, SUMITOMO ELECTRONICS, FUJIKURA, America-based M-FLEX, Taiwan-based FLEXIUM and South Korea-based INTERFLEX.

Suffering triple blow of 311 Earthquake, Thailand flooding and appreciation of yen, Japanese enterprises, especially NOK, outperformed its counterparts in other countries. Except NOK, Japanese corporations don’t place FPCB as their core business. FUJIKURA once would reduce the scale of its FPCB business. But in 2011, the iPad fever injected more confidence into Fujikura.

Among the South Korean manufactures, Samsung and LG are the leading players. For Samsung, Smartphone and tablet PC businesses have seen burgeoning growth, bringing huge profit to FPCB suppliers including Interflex which was approved by Apple. Additionally, Taiwan-based ZDT, affiliated to Honhai, developed so fast that has become one among the global top 10 PCB manufacturers after five years of development.

Moreover, there are Career, which relies on Mainland China’s manufacturers and HTC, and Ichia, which is largely reliant on Nokia and HTC. Furthermore, MFS, a Singapore holding company with the production base located in Changsha, Hunan province, has VIP customer HGST which was took over by Western Digital Corp.

Revenue of Global Top FPCB Manufacturers, 2010-2012

For the FPCB manufactures in Mainland China, they are characteristic of very small scale and laggard technologies and, hard to gain recognition from foreign leading manufacturers. However, benefiting from the huge mobile phone industry in China, Chinese FPCB companies have seen substantial growth, with representative ones including BYD, Three Golds, ZTE XINGYU FPC, KINWONG, JINGCHENGDA, NETRON SOFT-TECH, JIAZHIHONG and ZHUHAI TOPSUN.

第一章：软板简介

第二章：FPC市场
2.1、FPC市场规模
2.2、手机软板应用
2.3、笔记本上的软板应用

第三章：软板产业
3.1、软板产业链
3.2、FPCB厂家业务模式
3.3、FPC产业地域分布
3.4、FPCB客户供应关系
3.5、手机软板供应关系
3.6、FPCB厂家排名

第四章、FPCB厂家研究
4.1、FUJIKURA（藤仓）
4.1.1、藤仓电子（上海）有限公司
4.1.2、藤仓电子（无锡）有限公司
4.2、Nippon Mektron（旗胜）
4.2.1、珠海紫翔电子科技有限公司
4.2.2、苏州紫翔电子科技有限公司
4.3、日东电工
4.4、SONY CHEMICAL
4.5、M-FLEX
4.6、台郡科技
4.7、嘉联益
4.8、旭软
4.9、珠海元盛
4.10、安捷利
4.11、精诚达
4.12、景旺
4.13、金达（珠海）电路版
4.14、嘉之宏
4.15、三德冠
4.16、新福莱科斯
4.17、住友电木
4.18、Parlex
4.19、SI Flex
4.20、住友电工
4.21、DAEDUCK GDS
4.22、Interflex
4.23、奈电软性科技有限公司
4.24、范桓
4.25、Newflex
4.26、FLEXCOM
4.27、MFS
4.28、毅嘉
4.29、臻鼎

第五章：FCCL厂家
5.1、宏仁电子
5.2、台虹科技
5.3、新扬科技
5.4、新日本制铁化学
5.5、有泽制造所
5.6、律胜科技
5.7、亚洲电材
5.8、达迈科技

1. Profile of FPCB

2. FPCB Market
2.1 Market Size
2.2 FPCB in Mobile Phone
2.3 FPCB in Notebook

3. FPCB Industry
3.1 Industry Chain
3.2 Business Model of FPCB Manufacturers
3.3 Geographical Distribution of FPCB Industry
3.4 Demanders and Suppliers of FPCB
3.5 Demanders and Suppliers of Mobile Phone FPCB
3.6 Ranking of FPCB Manufacturers

4. FPCB Manufacturers
4.1 FUJIKURA
4.1.1 Fujikura Electronics Shanghai
4.1.2 Fujikura Electronics Wuxi
4.2 Nippon Mektron
4.2.1 MEKTEC Manufacturing Corporation (Zhuhai)
4.2.2 MEKTEC Manufacturing Corporation (Suzhou)
4.3 NITTO DENKO
4.4 SONY CHEMICAL
4.5 M-FLEX
4.6 FLEXIUM
4.7 CAREER
4.8 SUNFLEX
4.9 ZHUHAI TOPSUN
4.10 AKM
4.11 JINGCHENGDA
4.12 KINWONG
4.13 JINDA PCB Zhuhai
4.14 JIAZHIHONG
4.15 THREE GOLDS
4.16 Xiamen New Flex
4.17 Sumitomo Bakelite
4.18 Parlex
4.19 SI Flex
4.20 Sumitomo Electric Industries
4.21DAEDUCK GDS
4.22 Interflex
4.23 NETRON SOFT-TECH
4.24 BHflex
4.25 Newflex
4.26 FLEXCOM
4.27 MFS
4.28 Ichia
4.29 ZDT

5. FCCL Manufacturers
5.1 GraceElectron
5.2 Taiflex
5.3 ThinFlex
5.4 NIPPON STEEL CHEMICAL
5.5 Arisawa
5.6 MICROCOSM
5.7 AEM
5.8 TAIMIDE

2007-2013年FPC市场规模
2007-2013年FPC市场下游分布
2011年诺基亚软板主要供应商及供应比例（按金额）
2011年三星软板主要供应商及供应比例（按金额）
2011年LG 软板主要供应商及供应比例（按金额）
2011年苹果软板主要供应商及供应比例（按金额）
2004-2010年藤仓电子（上海）有限公司收入与运营利润
2006-2010年藤仓电子(无锡)有限公司收入与运营利润
Mektron组织结构
2006-2011财年NOK收入与运营利润
2006-2012财年NOK收入产品分布
2010-2011财年NOK收入地域分布
2010-2012财年MEKTRON FPC事业部收入地域分布
2004-2010年珠海紫翔电子科技有限公司收入与运营利润
2000-2011年日东电工收入与运营利润率
1999-2011年财年日东电工电子材料事业部收入与运营利润统计
2004-2011财年M-FLEX收入与运营利润
2010年1季度-2011年4季度M-FLEX收入与毛利统计
2006-2012财年M-FLEX客户结构比例
2006-2011财年M-FLEX收入地域分布
2002-2012年台郡收入与毛利率
2002-2012年台郡收入与运营利润率
2010年1月-2012年1月台郡收入与年增率
2009-2012年台郡收入下游应用分布
嘉联益关联公司关系
嘉联益组织结构
2003-2012年嘉联益收入与运营利润率
2010年1月-2012年1月嘉联益收入与年增率
珠海元盛股东结构
元盛电子组织结构
2007-2010年H1珠海元盛收入下游应用分布
2007-2010年H1珠海元盛收入产品分布
2010H1珠海元盛客户分布
安捷利主要客户
精诚达组织结构
景旺组织结构
嘉之宏组织结构
嘉之宏生产流程
三德冠工艺流程
2005-2012财年住友电木收入与净利润统计
2007-2011年SI FLEX收入与运营利润
SI FLEX组织结构
2005-2012财年住友电工收入与运营利润
2008、2009财年住友电工各部门收入统计
2008-2012财年住友电工FPC部门收入统计
2005-2012年大德GDS收入与运营利润率
2010-2012年大德GDS收入业务分布
2003-2012年Interflex收入与运营利润率
2010年1季度-2011年4季度Interflex收入产品分布
2005-2012年范桓株式会社收入与运营利润
范桓株式会社组织结构
2005-2011年Newflex收入与运营利润
2006-2012年FLEXCOM收入与运营利润率
2011年FLEXCOM收入客户分布
2006-2011年MFS收入与股东应得利润
2008-2011年MFS收入地域分布
毅嘉组织结构
2006-2012年毅嘉收入与运营利润率
2002-2011年台虹收入与运营利润率统计及预测
2010年1月-2012年1月，台虹科技收入与年增率
2009-2-2011年台虹产品收入结构
2011年1季度台虹客户分布
2010年1月-2012年1月新扬科技收入与年增率
2005-2012财年新日本制铁化学收入与运营利润统计
2006-2012财年新日本制铁化学产品收入结构
2006-2012财年有泽制造所收入与运营利润率
2006-2012财年有泽制造所收入与毛利率
2006-2012财年有泽制造所收入产品分布
2003-2011年律胜科技收入与运营利润率
2010年1月-2012年1月律胜科技收入与年增率
亚洲电材组织结构
2005-2011年达迈科技收入与运营利润率

2009-2011年全球FPCB产业收入地域分布
2010-2011年全球FPCB产业收入地域分布
2009-2011年日本FPC厂家收入排名
2009-2011年韩国FPC厂家收入与运营利润率排名
2009-2011年台湾FPC厂家收入与运营利润率排名
全球主要FPCB厂家2010-2012年收入
2011年中国大陆主要FPCB厂家市场占有率
藤仓泰国基地一览
2004-2012财年藤仓收入与运营利润统计
2008-2012财年藤仓收入部门分布
2007-2012财年藤仓运营利润部门分布
2008-2012财年藤仓电子电装部门收入产品分布
2007-2009年日东电工（苏州）有限公司部分财务数据
2004-2010年索尼凯美高苏州公司部分财务数据
2006-2011财年M-FELX收入国别结构
2006-2011财年M-FELX运营利润地域结构
2006-2008财年M-FLEX 索爱和摩托罗拉占收入比例
2004-2009年苏州维讯财务状况
2010年1季度-2011年4季度台郡手机、平板电脑软板出货量
台郡软板工程能力
嘉联益各部门介绍
2011年年底嘉联益各项产品产能
2011年嘉联益各工厂主要业务
2009年嘉联益大陆三子公司部分财务数据
2007-2008年嘉联益大陆三子公司部分财务数据
2010年1月-2012年1月旭软每月收入与增幅
旭软各部门简介
元盛电子FPC技术能力
元盛电子技术能力
元盛电子设备
元盛电子2004-2010部分财务数据
2004-2011年安捷利实业收入与毛利率
2004-2011年安捷利实业收入与运营利润
2009-2011年安捷利实业收入业务分布
安捷利FPC技术能力
景旺FPC制程能力
景旺设备
嘉之宏产能
嘉之宏技术能力
三德冠制程能力
2004-2012财年住友电木PCB事业部收入统计
2009-2012年Interflex收入客户分布
2009-2012年Interflex产能
2009-2012年BHflex收入客户分布
2009-2012年BHflex收入下游应用分布
臻鼎组织结构
臻鼎全球分布
2008-2012年臻鼎收入与运营利润率
2006-2011年1月底臻鼎员工数量
2011年全球FFCL厂家市场占有率
2007-2012年亚洲电材收入与运营利润率
2011年亚洲电材收入产品分布
2010年1月-2012年1月达迈科技每月收入与增幅
2010-2011年达迈科技收入客户分布
2005-2012年INNOX收入与运营利润率
2008-2013年INNOX收入产品分布
INNOX 2011年收入客户分布

FPCB Market Size, 2007-2013
FPCB Downstream Market, 2007-2013
FPCB Suppliers of Nokia and Proportion by Value, 2011
FPCB Suppliers of Samsung and Proportion by Value, 2011
FPCB Suppliers of LG and Proportion by Value, 2011
FPCB Suppliers of Apple and Proportion by Value, 2011
Revenue and Operating Income of Fujikura Electronics Shanghai, 2004-2010
Revenue and Operating Income of Fujikura Electronics Wuxi, 2006-2010
Organization of Mektron
Revenue and Operating Income of NOK, FY2006-FY2011
Revenue of NOK by Product, FY2006-FY2012
Revenue of NOK by Region, FY2010-FY2011
Revenue from FPCB Business of MEKTRON, FY2010-FY2012
Revenue and Operating Income of MEKTEC Manufacturing Corporation (Zhuhai), 2004-2010
Revenue and Operating Margin of NOK, FY2000-FY2011
Revenue and Operating Income of NITTO DENKO, FY1999-FY2011
Revenue and Operating Income of M-FLEX, FY2004-FY2011
Revenue and Gross Margin of M-FLEX, Q1 2010-Q4 2011
Customer Structure of M-FLEX, FY2006-FY2012
Revenue of M-FLEX by Region, FY2006-FY2011
Revenue and Gross Margin of Flexium, 2002-2012
Revenue and Operating Margin of Flexium, 2002-2012
Revenue and Annual Growth Rate of Flexium, Jan. 2010-Jan. 2012
Revenue of Flexium by Application, 2009-2012
Affiliated Companies of CAREER
Organization of CAREER
Revenue and Operating Margin of CAREER, 2003-2012
Revenue and Annual Growth Rate of CAREER, Jan. 2010-Jan. 2012
Shareholder Structure of ZHUHAI TOPSUN
Organization of TOPSUN
Revenue of ZHUHAI TOPSUN by Application, 2007-H1 2010
Revenue of ZHUHAI TOPSUN by Product, 2007-H1 2010
Customer Distribution of ZHUHAI TOPSUN, H1 2010
Major Customers of AKM
Organization of JINGCHENGDA
Organization of KINWONG
Organization of JIAZHIHONG
Production Flow Chart of JIAZHIHONG
Production Flow Chart of THREE GOLDS
Revenue and Net Income of Sumitomo Bakelite, FY2005-FY2012
Revenue and Operating Income of SI FLEX, 2007-2011
Organization of SI FLEX
Revenue and Operating Income of Sumitomo Electric Industries, FY2005-FY2012
Revenue of Sumitomo Electric Industries by Division, FY2008-FY2009
Revenue from FPCB Division of Sumitomo Electric Industries, FY2008-FY2012
Revenue and Operating Margin of DAEDUCK GDS, 2005-2012
Revenue of DAEDUCK GDS by Business, 2010-2012
Revenue and Operating Margin of Interflex, 2003-2012
Revenue of Interflex by Product, Q12010-Q4 2011
Revenue and Operating Income of BHflex, 2005-2012
Organization of BHflex
Revenue and Operating Income of Newflex, 2005-2011
Revenue and Operating Margin of FLEXCOM, 2006-2012
Revenue of FLEXCOM by Customer, 2011
Revenue and Profit of MFS Attributable to Shareholders, 2006-2011
Revenue of MFS by Region, 2008-2011
Organization of Ichia
Revenue and Operating Margin of Ichia, 2006-2012
Revenue and Operating Margin of Taiflex, 2002-2011
Revenue and Annual Growth Rate of Taiflex, Jan.2010-Jan.2012
Revenue of Taiflex by Product, Feb. 2009-2011
Customers of Taiflex, Q1 2011
Revenue and Annual Growth Rate of ThinFlex, Jan.2010-Jan. 2012
Revenue and Operating Income of NIPPON STEEL CHEMICAL, FY2005-FY2012
Revenue of NIPPON STEEL CHEMICAL by Product, FY2006-FY2012
Revenue and Operating Margin of Arisawa, FY2006-FY2012
Revenue and Gross Margin of Arisawa, FY2006-FY2012
Revenue of Arisawa by Product, FY2006-FY2012
Revenue and Operating Margin of MICROCOSM, 2003-2011
Revenue and Annual Growth Rate of MICROCOSM, Jan.2010-Jan.2012
Organization of AEM
Revenue and Operating Margin of TAIMIDE, 2005-2011

Revenue of Global FPCB Industry by Region, 2009-2011
Revenue of Global FPCB Industry by Region, 2010-2011
Ranking of Japanese FPCB Manufacturers by Revenue, 2009-2011
Ranking of South Korean FPCB Manufacturers by Revenue, 2009-2011
Ranking of Taiwanese FPCB Manufacturers by Revenue, 2009-2011
Revenue of Leading FPCB Manufacturers Worldwide, 2010-2012
Market Share of Major FPCB Manufacturers in Mainland China, 2011
Thailand Base of FUJIKURA
Revenue and Operating Income of FUJIKURA, FY2004-FY2012
Revenue of FUJIKURA by Division, FY2008-FY2012
Operating Income of FUJIKURA by Division, FY2007-FY2012
Revenue from Electric Fitting Division of FUJIKURA, FY2008-FY2012
Financial Data of NITTO DENKO Suzhou, 2007-2009
Financial Data of SONY CHEMICAL Suzhou, 2004-2010
Revenue of M-FELX by Country, FY2006-FY2011
Operating Income of M-FELX by Region, FY2006-FY2011
Structure of Revenue from Sony Ericsson and Motorola of M-FLEX, FY2006-FY2008
Financial Performance of SuZhou Thin Well Electronics, 2004-2009
Shipment of FLEXIUM’s Mobile Phone and Tablet PC FPCB, Q1 2010-Q4 2011
FPCB Engineering Capability of FLEXIUM
Introduction to CAREER’s Divisions
Capacity of CAREER by Product, End 2011
Major Business of CAREER by Plant, 2011
Financial Data of Three Subsidiaries of CAREER in Mainland China, 2009
Financial Data of Three Subsidiaries of CAREER in Mainland China, 2007-2008
Monthly Revenue and Growth Rate of SUNFLEX, Jan.2010-Jan.2012
Introduction to SUNFLEX’s Divisions
FPCB Technology Capability of TOPSUN
Technology Capability of TOPSUN
Equipments of TOPSUN
Financial Data of TOPSUN, 2004-2010
Revenue and Gross Margin of AKM, 2004-2011
Revenue and Operating Income of AKM, 2004-2011
Revenue of AKM by Business, 2009-2011
FPCB Technology Capability of AKM
FPCB Process Capability of KINWONG
Equipments of KINWONG
Capacity of JIAZHIHONG
Technology Capability of JIAZHIHONG
Process Capability of THREE GOLDS
Revenue from PCB Division of Sumitomo Bakelite, FY2004-FY2012
Revenue of Interflex by Customer, 2009-2012
Capacity of Interflex, 2009-2012
Revenue of BHflex by Customer, 2009-2012
Revenue of BHflex by Application, 2009-2012
Organization of ZDT
Global Presence of ZDT
Revenue and Operating Margin of ZDT, 2008-2012
Workforce of ZDT, 2006-Late Jan., 2011
Market Share of Worldwide FFCL Manufacturers, 2011
Revenue and Operating Margin of AEM, 2007-2012
Revenue of AEM by Product, 2011
Monthly Revenue and Growth Rate of TAIMIDE, Jan.2010-Jan.2012
Revenue of TAIMIDE by Customer, 2010-2011
Revenue and Operating Margin of INNOX, 2005-2012
Revenue of INNOX by Product, 2008-2013
Revenue of INNOX by Customer, 2011