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华利安:2026医疗领域电子制造服务:印制电路板(PCB)研究报告(中译版)(26页).pdf

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1、Electronic Manufacturing Services in Healthcare:Printed Circuit Boards(PCBs)Sector SpotlightMarch 2026010203Introduction to PCBsMarket OverviewKey Considerations0405ValuationHoulihan Lokey:The Right PartnerTable of Contents3There has been a clear trend towards making medical devices smaller,lighter,

2、and more multifunctional.Embedded PCBs save space,improve performance,and protect critical components.Cicor,2025PCBs Explained401 Introduction to PCBs02030405Nonconductive SubstratePrinted circuit boards(PCBs)are the backbone of modern electronics.They mechanically support and electrically connect e

3、lectronic components using conductive pathways,tracks,or signal traces etched from copper sheets onto a nonconductive substrate.Printed Circuit Boards Applications.connect electronic components like resistors,capacitors,and integrated circuits(ICs)to one another,allowing electrical signals to flow a

4、nd enabling the device to function.provide a secure and organised platform for mounting components,ensuring compact,reliable,and structured designs.are designed to maintain signal integrity and reduce electrical noise in complex circuits,which is essential for high-performance electronicsProduct rel

5、iability and complexityLow mix/high volumeHigh mix/low volumeAerospaceDefenceMedicalAutomotiveIndustrialComputerTelecomElectronicsFocusH He ea ar ri in ng ga ai id dBROAD PCB MARKETMEDICAL PCB MARKETCopper Conductive PathwaysGreater Electronics Value Chain501 Introduction to PCBs02030405BROAD PCB MA

6、RKETMEDICAL PCB MARKET Identify and source electronic components(e.g.,microchips,connectors,resistors,capacitors)Ensure cost-effective,high-quality,and reliable supply chains Manage supply chain risks like shortages or geopolitical issues2Component Sourcing and Procurement Designing and manufacturin

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1. **医疗PCB市场增长**:2024年全球医疗PCB市场规模约16亿欧元,预计2028年达32亿欧元,受老龄化、可穿戴设备及OTC助听器需求驱动。 2. **技术趋势**:向高密度、嵌入式组件及柔性PCB转型,满足医疗设备小型化、高可靠性需求(如IPC Class 3标准)。 3. **供应链重构**:地缘政治推动近岸外包,东盟(如马来西亚、越南)成为制造新枢纽,医疗领域优先保障供应链安全。 4. **行业壁垒**:高认证要求(如FDA)、长客户生命周期及技术know-how构成进入壁垒,高端医疗PCB估值达EV/LTM EBITDA 14倍。 5. **并购活跃**:2021-2025年多笔医疗PCB企业交易(如AT&S韩国、Dyconex),凸显行业整合趋势。
医疗PCB趋势? PCB如何创新? PCB市场机遇?
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