Abstract:Plastic thin carrier tape is an important carrier and consumable part of the surface mount technology of electronic components, and its product quality directly determines the packaging performance of electronic components. In recent years, benefiting from the vigorous development of 5G network construction, consumer electronics, automotive electronics, smart medical care, security monitoring, smart home and other fields, the market demand for electronic components has been increasing, and the demand for plastic thin carrier tapes has also increased. According to statistics, the global plastic thin carrier tape market will grow to $502 million in 2023.
1. Definitions and Classification
Plastic thin carrier tape refers to a thin carrier tape made of plastic material as the base material, which has the advantages of good moisture resistance, high tensile strength, strong antistatic ability, tear resistance, high temperature and no deformation, etc., and can be used for the packaging of electronic devices with a size of more than 1mm. According to different materials, plastic thin carrier tapes can be further divided into PC (polycarbonate) carrier tapes, PS (polystyrene) carrier tapes, ABS (acrylonitrile-butadiene styrene copolymer resin) carrier tapes, PET (polyethylene terephthalate) carrier tapes and APET (acrystalline polyethylene terephthalate) carrier tapes.
Second, industry policies
1. Competent authorities and regulatory system
The administrative departments in charge of the plastic thin carrier tape industry are the National Development and Reform Commission, the Electronic Information Department of the Ministry of Industry and Information Technology, etc. The National Development and Reform Commission is mainly responsible for guiding supervision and management of industry investment, promoting industrial restructuring, and guiding and improving the development of products and technologies in the industry through industrial policies. The Electronic Information Department of the Ministry of Industry and Information Technology is responsible for the management of the manufacturing of electronic information products, organizes and coordinates the development and production of basic products such as major system equipment and microelectronics, organizes and coordinates the localization of supporting equipment, components, instruments and materials required for major national projects, and promotes the popularization and application of electronic information technology.
The industry self-regulatory organization is the China Electronic Components Industry Association, which is mainly responsible for playing the role of a bridge between government departments and enterprises (institutions), carrying out industry investigation and research, strengthening industry self-discipline, fulfilling the purpose of serving enterprises, carrying out technical, economic, management, market and other consulting services, organizing training for talents, technology, management, laws and regulations, helping enterprises to open up markets, and organizing new product identification, scientific research results review, industry standard formulation and quality supervision with the approval of relevant government departments.
2. Industry-related policies
Although there are few specific policies issued by the state for the plastic film carrier tape industry, with the wide application of plastic thin carrier tape in the field of electronic components, the relevant policies will gradually increase. In recent years, the state has introduced a series of policies to promote the development of electronic components, such as the "Implementation Opinions on Promoting the Quality Improvement of Manufacturing Products and Services", "The 14th Five-Year Plan for the Development of the Digital Economy", "Guiding Opinions on Promoting the Development of the Energy Electronics Industry", etc., which will further promote the rapid development of the electronic components industry, thereby stimulating the demand for plastic thin carrier tapes to a certain extent. In June 2023, five departments, including the Ministry of Industry and Information Technology, issued the "Implementation Opinions on Improving the Reliability of the Manufacturing Industry", which proposed to focus on core basic components and components, promote the integration of the industrial chain, innovation chain and value chain, learn from the advanced experience of reliability, strive to break through the shortcomings and weaknesses of reliability in key industries, and promote the "chain" development of large and medium-sized enterprises.
Third, the development process
From the perspective of development history, the development process of China's plastic thin carrier belt industry can be divided into starting, development and rapid development stages. In the 80s of the 20th century, with the rapid development of the electronics industry, the demand for packaging and transportation of electronic components continued to increase, and the traditional paper carrier tape could no longer meet the market demand. Therefore, China began to introduce and develop plastic thin carrier tape technology to meet the development needs of the electronic components industry. From the beginning of the 21st century to 2011, domestic enterprises continued to strengthen technological innovation and market expansion, and launched various types of plastic thin carrier tape products to meet the needs of different fields. Since 2012, the industrial chain and supply chain of the plastic thin carrier tape industry in mainland China have been continuously improved, and the technical level and market share of domestic enterprises have been continuously improved. In 2017, Jiemei Technology achieved a breakthrough in the process capacity of plastic carrier tape, and in 2018, the commissioning of the black PC material granulation production line was completed, and five new production lines of plastic carrier tape have been put into operation.
Fourth, industry barriers
1. Technical barriers
The plastic thin carrier tape industry is a technology-intensive industry, which usually requires advanced technology and technology. From the perspective of product technical requirements, because electronic components are generally sensitive devices, their protection in the process of bearing transportation and surface mount is particularly important, and the comprehensive application of anti-static technology, peeling force technology, singeing treatment and other technologies is required, so higher requirements are put forward for the supporting use of plastic thin carrier tapes. As a result, new entrants will face high technical barriers.
2. Brand barriers
In the entire industrial chain of surface mounting, although the use of plastic thin carrier tape accounts for a small proportion of the total cost, because it is inseparable from the packaging, transportation, preservation, use and other links of electronic components, the performance of its products directly affects the quality of terminal electronic products, and plays a pivotal role. Based on this, electronic component manufacturers, especially some well-known leading enterprises in the industry, often choose plastic film carrier tape companies with better brands, which forms a large barrier to entry for new entrants.
3. Talent barriers
The market of plastic thin carrier tape industry is relatively segmented, but it involves a wide range of technologies, including plastics, precision machining, precision measurement, surface treatment, etc., so it is necessary to reserve a variety of technical talents. It not only requires a large number of research and development personnel to carry out continuous technical updates and process technicians to continuously improve product quality, but also needs experienced professional equipment maintenance personnel to maintain and transform production equipment, in addition to the proficiency of general skilled workers also have high requirements. However, it is difficult for new entrants to accumulate a large number of excellent talents in a short period of time, which leads to high talent barriers for new entrants.
Fifth, the industrial chain
1. Analysis of the industry chain
From the perspective of the industrial chain of the plastic thin carrier tape industry, the upstream mainly includes synthetic resins, plastic additives, processing equipment, etc., the midstream refers to the plastic thin carrier tape production enterprises, and the downstream refers to the main application fields of plastic thin carrier tapes, including semiconductor discrete devices, light-emitting diodes, integrated circuits and other components. The industrial chain of the plastic thin carrier tape industry is shown in the following figure:
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