5G construction drives new demand for high-frequency high-speed CCL
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Update time : 2020-04-06 10:36:00
According to the current disclosure of construction plans for 5G macro base stations in various countries, China expects to build 5.26 million to 7.17 million units, accounting for about half of the world's construction. According to this, Xingzheng Metal expects that the construction of 5G base stations in China will be 6 million units, and the global construction will be 12 million units. The construction of 5G macro base stations in China may rewrite the demand pattern of high-frequencyhigh-speed copper clad laminates, and China will become the world's largest market for high-frequency copper clad laminates. Xingzheng Metal expects that 5G construction will bring 18.5 billion yuan in market space for high-frequencycopper clad laminates and 33.5 billion yuan in market space for high-speed copper clad laminates.
The core logic of 5G construction driving high-frequency high-speed copper clad laminate demand growth:
First, because the speed of 5G communication is 10 times that of 4G, the data rate on the circuit is also 10 times. As a result, the selection of communication substrates will use more high-speed copper clad laminates that can withstand 10 times the flow rate.
Second, according to the data disclosed in the 2018 China 5G Industry and Application Development White Paper, the number of 5G macro base stations is 1.1 to 1.5 times the number of 4G macro base stations. Taking the 4.78 million 4G macro base stations in China as the base in 2018, the construction of 5G macro base stations is expected to reach 5.26 million to 7.17 million units. Except for the construction of micro-stations, the construction of macro base stations alone will bring an absolute amount of space growth to high-frequency high-speed copper clad laminates.
Third, the radiation surface of 5G base stations is small, so Massive MIMO technology is used in 5G construction, and the number of side antenna units reaches 32/64/128/256 or more. High frequency copper clad laminate (PTFE or hydrocarbon) is used, TRX board needs to be mixed with high-frequency copper clad laminate and high speed copper clad laminate. Therefore, there will be a large amount of demand for high-frequency high-speed copper clad laminates.
In conclusion, 5G construction + IDC upgrade + car radar, high-frequency high-speed copper clad laminate market space will reache 52 billion.