Analysis of the development status of China’s thin carrier tape industry in 2022

Carrier tape, is encapsulated electronic components to protect them from contamination or damage, to realize the electronic components automatic placement of bearing storage products, can reduce the semiconductor industry production costs, improve production efficiency. Thin carrier tape is a more common type of carrier tape, generally thin carrier tape is used in electronic components products.

The basic overview and technical requirements of thin carrier tape in China

With the continuous improvement of the technology of electronic components, electronic components emerge more high-tech technology, realize the fully automated production process more and more, to the thin carrier tape technology also put forward new requirements.

Thin carrier tape industry overview and classification

According to the material, thin carrier tape can be divided into two categories: paper carrier tape and plastic carrier tape, with differences in application areas. Paper carrier tape, the main raw material is wood pulp, due to the characteristics of low price, easy recycling and processing, will be preferred by the electronic component manufacturers, for the thickness of electronic components up to 1mm packaging, about 90% of the passive components need paper carrier tape for packaging; plastic carrier tape, the main raw material is plastic particles (its raw material is mainly polyethylene), when the thickness of electronic components more than 1mm When the thickness of electronic components exceeds 1mm, the paper carrier tape packaging application is limited due to bending conditions, thickness and other factors, plastic carrier tape is usually used at this time, and its main downstream applications are large size, high-end passive components (such as automotive grade) and discrete devices, integrated circuits, LEDs and other pan-semiconductor fields.

Technical requirements of thin carrier tape

Thin carrier tape is a technology-intensive industry, which usually requires advanced processes and technologies. In order to protect the electronic components surface mount process efficiently and smoothly, the carrier tape needs better anti-static technology and peeling force technology to ensure the normal detachment of components, and at the same time needs better performance stability to protect the effective qualified rate of surface mount finished products. Mainly meet the anti-static technology, peeling force technology, performance stability technology.

Thin carrier tape industry industry chain

Thin carrier tape industry industry chain upstream mainly for wood pulp, on vinyl, carbonate polyester and other raw materials, downstream mainly used in the production of surface mount components, transportation, packaging and other links, its role is mainly reflected in two aspects, one is to electronic components for storage, packaging.

2015-2022 Q3 China’s electronic information manufacturing industry fixed asset investment and growth rate

China’s electronic information industry has a broad prospect, in recent years, China’s electronic information manufacturing industry fixed asset investment growth rate accelerated significantly. According to the National Bureau of Statistics and the Ministry of Industry and Information Technology statistics, 2021, China’s electronic information manufacturing industry above the scale to complete the fixed asset investment amounted to 3.74 trillion yuan, the growth rate than the same period manufacturing (13.5%), high-tech manufacturing (22.2%) were 8.8 and 0.1 percentage points higher; in the global integrated circuit manufacturing capacity continues to tight background, 2020-2021 China IC-related areas of investment is active, to achieve a significant increase in the amount of investment in semiconductor device equipment, electronic components and electronic special materials manufacturing, driving a two-year average growth of 17.3% in fixed asset investment in the electronic information manufacturing industry, much higher than the two-year average of 5.8% in manufacturing. 2022 first three quarters, the domestic electronic information manufacturing industry to achieve operating income of 11.04 trillion yuan, an increase of 8%.

Thin carrier tape industry development status analysis

Electronic components are electronic equipment, electronic information systems essential and important components, in recent years continue to benefit from the 5G network construction, consumer electronics, automotive electronics, intelligent medical, security monitoring, smart home and other areas of prosperous development, the future supporting thin carrier tape market space.

Domestic active components plastic carrier tape demand

According to the National Bureau of Statistics and China Semiconductor Industry Association data, in 2021, China’s integrated circuits, optoelectronic devices, semiconductor discrete devices production of 3594.3, 12314.1, 78682 billion only (block). According to the prospectus of Jiamei Technology, the plastic carrier tape with two holes spacing is wide, there are 4mm, 6mm, 8mm, 12mm, 24mm and other specifications, take the middle value of 8mm to calculate the 2021 China’s active components plastic carrier tape consumption of about 19.021 billion meters.

China thin carrier tape industry development trend analysis

Thin carrier tape downstream industry is the electronic components industry and the resulting derivatives of consumer electronics, new energy vehicles, aerospace military, intelligent manufacturing, 5G and related applications and many other industries, the rapid development of the domestic and foreign electronic information industry to the upstream electronic components industry has brought a broad market application prospects. The demand for computers and related products, consumer electronics and other fields is still huge, and the rapid start and rapid development of new energy vehicles, smart wear, smart robots, smart homes, information security, Internet of Things, mobile payment, 5G applications and other products will greatly drive the development of electronic components market. Industrial technology level, with the increasing degree of micro-precision of electronic components, the increasing development and perfection of surface mount technology, the corresponding sealing tape will also usher in a larger development space. The future development of sealing and loading tape is mainly reflected in the control of raw material supply and its performance, the overall service ability of different kinds of electronic components with different specifications, and the continuous research and development of new products.