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一博科技(301366.SZ):PCB設計外包趨勢明顯,發展空間較大
格隆匯 06-07 08:09

格隆匯6月7日丨一博科技(301366.SZ)接受機構調研、電話會議交流,問答環節中,就“PCB設計外包的趨勢如何?”

公司回覆稱,隨着科技的進步和產業的升級換代,對PCB設計的要求越來越高、越來越複雜,尤其在高速高密的PCB設計及其仿真分析方面。此類產品的研發,僅僅依靠設計經驗是不夠的,還必須依靠仿真驗證。很多廠商受限於自家PCB研發團隊的設計經驗、設計能力等不能快速響應產品更新迭代需求,從而導致PCB設計外包的趨勢將更加明顯,提升空間較大。根據我們統計的數據來看,國內PCB設計外包率從20年前的幾乎沒有,增長到目前的10%左右,預計在未來的10-20年內,國內PCB設計外包的比率將和歐美當前的PCB設計外包率接近,達到50%左右。隨着電子產品複雜度的提升、定製化趨勢,PCB設計外包趨勢明顯,發展空間較大。

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