Core Insights - TTM Technologies, Inc. will exhibit at Electronica India 2025, showcasing advancements in PCB technologies and innovative solutions for the electronics industry [1][2][3] Company Overview - TTM Technologies is a leading global manufacturer of technology solutions, including mission systems, RF components, RF microwave/microelectronic assemblies, and advanced printed circuit boards [4] - The company emphasizes time-to-market, enabling customers to shorten product development cycles [4] Industry Engagement - The participation in Electronica India 2025 highlights the importance of the Indian market and the rapidly advancing electronics industry [3] - TTM aims to collaborate with industry leaders and demonstrate how its technologies can support innovations across various sectors, including data center computing, networking communications, medical, industrial, and aerospace [3]

内容概况：中国作为全球最大的电子产品制造基地，对PCB的需求持续旺盛。特别是在5G通信、人工 智能、新能源汽车等新兴技术的推动下，对高性能、高精度PCB的需求显著增加。这些领域对PCB的分 辨率、对位精度等性能指标提出了更高要求，从而推动了对曝光设备的需求。2024年，中国PCB专用曝 光设备行业市场规模为40.31亿元，同比增长37.18%。 相关上市企业：大族数控（688630）、芯碁微装（688630） 相关企业：彤程新材料集团股份有限公司、江苏南大光电材料股份有限公司、晶瑞电子材料股份有限公 司、深圳清溢光电股份有限公司、深圳路维光电股份有限公司、联创电子科技股份有限公司、欧菲光集 团股份有限公司、舜宇光学科技（集团）有限公司、宁波海天精工股份有限公司、纽威数控装备（苏 州）股份有限公司、华为技术有限公司、小米科技有限责任公司、立讯精密工业股份有限公司、歌尔股 份有限公司、中兴通讯股份有限公司、浪潮电子信息产业股份有限公司、比亚迪股份有限公司 关键词：PCB专用曝光设备、PCB专用曝光设备市场规模、PCB专用曝光设备行业现状、PCB专用曝光 设备发展趋势 一、行业概述 PCB专用曝光设备是一种在印制电 ...

Core Viewpoint - The company, Putian Technology, has reported a significant increase in market demand for high-end PCBs, particularly HDI and high-layer boards, with a notable rise in orders during the first half of the year [1] Company Summary - Putian Technology has indicated that the demand for high-end PCBs is growing, especially in the HDI and high-layer board segments [1] - The company has experienced a substantial increase in orders in the first half of this year [1]

Group 1 - The company focuses on multi-variety, sample, and small-batch PCB design, manufacturing, and assembly services, emphasizing short delivery times, high reliability, and special requirements [1] - The company is one of the largest manufacturers of special-purpose PCBs in China and a supplier in sectors such as rail transportation, electric power, and high-end communications [1] - The company produces approximately 100,000 types of PCB products annually, with applications across a wide range of industries [1] - The company manufactures PCBs used in high-performance computer servers and supercomputers [1]

Core Viewpoint - Dongguan Wori Technology Co., Ltd. has been established with a registered capital of 1 million RMB, focusing on various technology services and manufacturing in the electronics and semiconductor sectors [1] Company Overview - The company is engaged in a wide range of activities including technology services, development, consulting, and transfer [1] - It specializes in integrated circuit chip design and services, as well as manufacturing specialized equipment for semiconductor devices and electronic components [1] Business Scope - The operational scope includes manufacturing of electronic vacuum devices, optoelectronic devices, and electronic materials [1] - The company also deals in the sales of power electronic components, electronic products, and optoelectronic devices [1] - Additional activities encompass the manufacturing and sales of hardware products, office equipment, and various daily necessities [1] Additional Services - The company provides services such as computer and office equipment maintenance, as well as rental services for office equipment [1] - It is involved in the production and retail of medical protective supplies and special labor protection products [1] - The company also engages in internet sales, excluding items that require special licenses [1]

Group 1 - The establishment of Xinyuan Power Technology (Shandong) Co., Ltd. has been recently reported, with a registered capital of 11 million RMB [1] - The legal representative of the company is Sun Yuansheng [1] - The company's business scope includes technology services, development, consulting, and transfer, as well as manufacturing and sales of various electronic components and robots [1] Group 2 - The company is involved in the manufacturing of electric motors and their control systems, as well as micro-special motors and components [1] - It also focuses on the research and development of intelligent robots and special operation robots, along with their installation and maintenance [1] - The company is authorized to conduct business activities independently based on its business license, except for projects that require approval [1]

Core Viewpoint - Liaoning Yunchang Technology Co., Ltd. has been established with a registered capital of 10 million RMB, focusing on various electronic and communication device manufacturing and sales [1] Company Overview - The company is legally represented by Cao Hailin and has a registered capital of 10 million RMB [1] - The business scope includes manufacturing and sales of electronic components, display devices, semiconductor devices, and smart instruments [1] Business Activities - General projects include manufacturing of electronic components, display devices, semiconductor lighting devices, and smart vehicle equipment [1] - The company is also involved in the sales of various electronic and communication devices, including wearable smart devices and network equipment [1] Services Offered - The company provides technology services, development, consulting, and international freight forwarding [1] - It also engages in domestic trade agency and import-export activities [1] Regulatory Compliance - The company will operate in compliance with relevant laws and regulations, requiring approval for certain projects [1]

Group 1 - The company, LianDe Equipment (300545.SZ), has received a bid notification confirming it as the winning bidder for BOE's 8.6-generation AMOLED production line project [1] - The total bid amount for the project is 201 million yuan [1]

Core Viewpoint - The SMT (Surface Mounter Technology) market is experiencing strong growth driven by the increasing demand for miniaturized, high-performance electronic products, particularly in sectors like 5G, IoT, and electric vehicles [4][10]. Market Overview - In 2024, global SMT sales are projected to reach approximately 71,000 units, with an average price of $72,300 per unit [4]. - The global SMT equipment market size is expected to reach $5.595 billion by 2025 and $7.483 billion by 2031, with a CAGR of 4.96% from 2025 to 2031 [5]. Regional Insights - Asia-Pacific, particularly China, Japan, South Korea, and Taiwan, dominates the SMT equipment market due to large-scale electronic manufacturing [4][7]. - North America and Europe are increasing investments in advanced SMT production lines for electric vehicles, aerospace, and medical devices [4]. Market Trends - The SMT equipment market is witnessing robust growth due to the demand for compact, high-performance electronic products [9]. - Automation is a key trend, with the adoption of smart SMT systems integrating sensors, data analytics, and real-time monitoring [9]. Market Drivers - The shift towards smaller, lighter, and more powerful electronic devices, such as smartphones and IoT devices, is driving the demand for advanced SMT solutions [10]. - The transition to electric vehicles and advanced driver-assistance systems (ADAS) is increasing the need for high-reliability and compact PCB components, further boosting SMT equipment demand [10]. Competitive Landscape - Major SMT equipment manufacturers include Fuji, ASM Pacific Technology, and Panasonic, with Japanese companies holding significant market share in the high-end segment [7]. - Domestic manufacturers in China, such as Beijing Borey and Beijing Torch, primarily compete in the low-end market [7]. Supply Chain Dynamics - The SMT equipment relies on precision components and materials, with suppliers including Keyence (sensors), Omron (automation components), and Murata (materials) [11]. - Downstream users of SMT equipment include EMS providers like Foxconn and OEMs such as Apple, Samsung, and Intel, which utilize SMT production lines for various electronic products [11].

Core Viewpoint - Huakin Technology, the world's largest electronic ODM, is expanding its international presence and diversifying its product offerings, with significant growth in overseas markets and a strong focus on R&D and innovation [1][4][8]. Group 1: Company Overview - Huakin Technology has an annual shipment volume exceeding 200 million terminal devices and reported nearly 110 billion yuan in revenue last year [1]. - The company went public on the Shanghai Stock Exchange in August 2023 and plans to initiate a Hong Kong IPO in August 2025 to accelerate its international strategy [1]. - Huakin's major clients include renowned brands such as Samsung, OPPO, Xiaomi, and Lenovo [1]. Group 2: Global Expansion Strategy - The company has established a global manufacturing footprint with bases in Dongguan, Nanchang, Vietnam, India, and Mexico, each focusing on different product lines and market needs [1][4]. - The Vietnam base achieves over 2 million units shipped monthly, while the Indian base is expected to exceed 1 million units in 2024, focusing on smartphones and wearables [4][6]. - The Mexican base aims to enhance delivery capabilities for high-end products in the North American market [4]. Group 3: Technological Development - Huakin Technology has invested 14.75 billion yuan in R&D over the past three years, with a 30% increase in R&D spending in the first half of 2025 [8]. - The company has built a robust R&D network across multiple locations, with R&D personnel constituting 28.4% of its workforce [8]. - As of the end of 2024, Huakin has received 5,950 intellectual property authorizations, including 1,330 effective invention patents [8]. Group 4: Market Position and Growth - Huakin Technology transitioned from an IDH to an ODM model, achieving a compound annual growth rate of 50% from 2011 to 2013, and became the top global smartphone ODM in 2013 [6]. - The company is actively seeking new growth avenues in AIoT and smart automotive sectors, expanding its product range to over ten categories [7]. - The integration of local industry chains in regions like Zhangjiang has provided Huakin with a conducive environment for innovation and talent acquisition [9].