[SMM meeting] challenges and opportunities faced by electronic paste manufacturers with a substantial increase in the proportion of silver used in industry

SMM10 March 27: at the 2020 China International Silver Industry chain Summit Forum and China Silver Market Application Symposium, Huang Zhai, general manager of Beijing Helipao Technology Co., Ltd., delivered a keynote speech on "challenges and opportunities for electronic paste manufacturers in the new situation".

Huang Zhai first introduced the development of the electronic paste industry. He said that with the development of consumer electronics and the large-scale growth of the photovoltaic market, the proportion of silver used by industry has increased significantly. The data show that the proportion of global industrial silver use is growing rapidly:

In the proportion of all segments of global industrial silver, electronics, solder and photovoltaic are the main silver markets:

The quadrilogy of the development of electronic pastes in China is composed of thick film pastes, basic consumer electronics pastes (2000s), photovoltaic pastes (2015) and precious metal materials solutions in consumer electronics (2018).

New situation of Electronic paste Industry

As for the new situation of electronic paste, Huang Zhai believes that the current challenges and opportunities coexist, and difficulties and hopes coexist.

Internal factors of industry development

At present, China's electronic paste industry is in the process of transformation from the second stage to the third stage.

External factors of industry development

International trade: the change of the market pattern of electronic paste client brought about by the substantial reduction of international trade; the change of supply chain: the change of market pattern of electronic paste industry brought about by the general trend of import substitution; the upgrading of consumer demand: the change of customer complaint of electronic paste brought about by the increase of consumer demand and upgrading.

Challenges faced by the paste industry in the field of consumer electronics

Thick film paste: the overall maturity of the industry is high, domestic manufacturers have accumulated rich experience in the middle and low-end market, and the product process is stable and facing new technology upgrading.

Basic consumer electronics paste: with flexible circuit and touch screen silver paste as the main type of silver paste market, facing the pulp market conversion cycle of technology change and product elimination.

Photovoltaic paste: with the increase of photovoltaic market policy risk, the rapid change of industry technology and the improvement of industry maturity, photovoltaic slurry manufacturers have entered the elimination period.

Solutions for Precious Metal Materials in the Field of Consumer Electronics

Huang Zhai said that with the changes in the internal and external environment of the electronic paste industry, the new market demand in the field of consumer electronics has posed unprecedented temptations and challenges to electronic paste manufacturers. It is mainly reflected in the commercial paradox that R & D, quality market risk is extremely high, resource organization ability is extremely high, and first-in, first-die, late-advance is hopeless.

Market division in the field of consumer electronics

Development opportunities of size Enterprises in the Field of Consumer Electronics

Market growth

It is estimated that the whole industry scale of precious metals will reach 554.935 billion yuan by 2022, and the market size of industrial precious metals is expected to exceed 200 billion yuan. The size of the global silver market is expected to reach 154.8 billion yuan in 2022, of which the industrial demand ratio is 66%, and the global silver industry demand is expected to reach 103.3 billion yuan.

In 2020, electronic paste manufacturers will have new opportunities for the substitution of imported products, a surge in the types of electronic products and a substantial increase in the price of precious metals. In addition, the opportunities for electronic paste manufacturers also exist in the fields of 5G construction and application, semiconductor material development, military industry and so on.