Review of Taiwan's mold industry in the 11th Five-year Plan

In recent years, China’s mold industry has developed rapidly. According to Luo Baihui, head of the International Die & Metals and Plastics Industry Suppliers Association, the output value of the mold manufacturing industry during the “Eleventh Five-Year Plan” has grown by an average of 15%, reaching RMB 112 billion in 2010. This data has not been calculated for Hong Kong and Taiwan. The data indicates that driven by the economic recovery and the development of the automotive and IT information industry, Taiwan’s mold output value will rebound to 48 billion yuan in 2010. It is expected that the “Twelfth Five-Year Plan” for China’s Taiwanese mold industry will have a continuous trend. recovery.

I. Overview of Development of Taiwan's Die and Mould Industry during the "11th Five-year Plan"

1, mold industry production and sales

Under the improvement of the environment and the lower base period, according to the ITIS statistics of the Ministry of Economic Affairs, the output value of the mold industry in the fourth quarter of 2009 decreased by 3.7% compared with the same period of 2008, but continued the trend of recovery in the previous two quarters, which was higher than that in the third quarter. 16 %, NTD 11.58 billion yuan, annual output value of about NT$ 38.76 billion, 19.6% year-on-year decline. With the continued launch of stimulus policies and global economic recovery in the mainland, Taiwan's mold output value rose to 48 billion yuan in 2010, a 23.8% increase over 2009.

In international trade, in the first quarter of 2010, the export value of Taiwan’s molds was NT$4.58 billion, the import value was NT$1.05 billion, the trade surplus was NT$3.53 billion, and both export value and import value were comparable to those of the same period last year. In the growth situation, the export value grew by 13.4% over the same period, while the import value grew by 11.6%. As for the trade partners, as the U.S. economic environment gradually improved, Taiwan's exports to the U.S. mold grew by nearly one time compared with the same period last year.

In recent years, Taiwan’s import of plastic molds from the mainland has increased year by year, compared to about NT$1.04 billion in plastic molds imported from the mainland in 2005, accounting for only about one-third of Taiwan’s total import value of plastic molds. In 2009, plastic molds imported from the mainland were imported. It has reached 1.77 billion yuan, accounting for nearly 3/4 of the import value of plastic molds in Taiwan. Analyst Luo Baihui, head of the International Die and Hardware Plastics Industry Suppliers Association, believes that this is mainly due to the influence of the layout of large-scale components manufacturers of steam locomotives. The operator's business model is to take orders in Taiwan, through the mainland subsidiaries to make rough embryos, and then transport them back to Taiwan for further processing, followed by heat treatment and surface treatment, and then re-export. This makes the cross-strait division of labor situation very clear. Since the average import tax rate for Taiwan's plastic molds is only 1.3%, and manufacturers export plastic molds to Taiwan on the mainland, they still enjoy 14% of China's export tax rebates, making this division of labor increasingly obvious. With the signing of ECFA across the Strait, it can be expected that This situation will intensify.

In a comprehensive view, China continues to extend its financial subsidy policies such as “going to the countryside” and “old-for-new” for home appliances and automobiles. It is expected that the procurement of Taiwan will continue to increase, and domestic mold makers will also benefit directly or indirectly.

2, mold business development

In recent years, the Chinese auto market has been extremely hot and the domestic component manufacturers have benefited. Luo Baihui, head of the International Die & Hardware & Plastics Industry Suppliers Association pointed out that due to the hot auto market in the mainland, not only China’s top five automakers have been seized, but also the Taiwanese companies Dongyang and Dayi. Companies such as Jiang Shen, Rayleigh, and Tweedy have a more comprehensive surplus in the first quarter of the mainland business, and Jiang Shen and Rui Li have also appeared in the performance of the mainland's profits over Taiwan. Luo Baihui said that the automotive market in Mainland China is at a high growth stage. Due to the early deployment of relevant components and components of Taiwanese companies, this stage has entered a harvest stage. Compared with Taiwanese factories, due to market shifts, they are still in a downturn. However, with the gradual warming of the global economy, it is expected that the Taiwanese mold industry will continue to recover, not only in the export market, but also in the export market. The domestic demand market will also gradually increase in demand, and the corresponding mold demand will also increase. He estimated that mold makers such as electronic component stamping and plastic injection will take the lead, and peripheral collaboration vendors will gradually appear to be in urgent orders and shortages.

Leading enterprises play a leading role in the industry, and their perfect information systems and technical level ensure the healthy and smooth development of the industry. However, in China's mold industry, only a handful of companies can be called leading companies. For a long time, the establishment of Chinese companies has been affected by large-scale, small-scale and full-scale operations. There is a mold production workshop within the company, and the production mold is itself Enterprise services, which resulted in a few mold professional plants, even if there is a professional mold factory, the scale is not large. At present, the manufacturing industry represented by the automotive industry is developing at a rapid rate. The market is in urgent need of large-scale molds with precise and stable performance. The efforts of large-scale mold companies such as China FAW Mold Manufacturing Co. have played a leading role in the industry. The Taiwan Precision Machinery and Mould Strategic Alliance officially entered the army under the support of the Tainan County Government, the Precision Machinery Center, the Plastics Center, and the Metal Center. It promotes communication and cooperation between production, government, education, and research, and helps companies to make good use of domestic research institutions. The research and development of energy, the development of high value-added machinery and equipment, joint procurement, co-marketing, and integration of research and development to advance in order to enhance the overall industrial technology and competitiveness.

3, mold technology development status

The mold is an important process foundation for manufacturing. The high precision, high complexity, high consistency, high productivity, low energy consumption, and low consumables achieved with mold-produced parts make the mold industry more and more important in the manufacturing industry. The more important it is. The level of mold level directly reflects the level of manufacturing industry. To improve the level of manufacturing, the level of mold manufacturing cannot be underestimated. In recent years, the concept of mold has gradually changed in China. The mold industry has become a technology-intensive and investment-intensive industry. Today, Luo Baihui believes that at least two conditions are required to obtain high quality, stable performance, and high value-added molds. Indispensable: First, high investment; Second, the use of high technology.

The development of the mold industry must not rely solely on the industry because it involves issues such as national policies, business mechanisms, and production materials. The development of the mold industry in recent years is enough to make people believe that the level of China's mold has entered the advanced level of mold in the world. Luo Baihui said that the mold industry needs high investment refers to the mold production equipment investment, which is the basis for upgrading the mold, because the level of mold production levels, most of the reasons depend on the level of production equipment. The backward mold production equipment can not produce advanced molds, which also determines the mold manufacturers, in order to produce advanced molds, in order to make the company bigger and stronger, it must constantly update the production equipment.

Due to the amorphous nature of mold products, single-piece production and dependence on specific users, mold technology has developed to the present day, and the characteristics of high-tech have become increasingly obvious. This is inseparable from high-tech technical equipment and developed software. The company can only use sophisticated automated CNC technology, advanced CAE, CAD, CAM and other software to ensure its process requirements. Nowadays, the introduction of advanced technologies is basically a technology that has already been commercialized. It can only play a temporary role and the effect is not obvious. Therefore, while introducing technology, competent enterprises must strengthen the secondary development of imported technology, make secondary development innovation, enrich the secondary development, and increase the technical content.

Second, Taiwan's mold industry "twelfth five" outlook

In 2011, under the influence of unstable factors in the debt crisis in the European Union, whether the momentum of global economic growth will be constrained, and now all sectors of society are paying close attention, but it is generally expected that under the efforts of the European Commission and the IMF (International Monetary Fund), it should not To trigger the whole European or global financial crisis. It can be expected that the United States, Europe, and Japan will slowly enter the pace of recovery, and Taiwan’s economic prosperity will also resume growth, demand from the terminal industry will emerge, and the mold industry will resume growth. Luo Baihui, head of the International Die & Metals and Plastics Industry Suppliers Association, said that under the gradual warming of the global economic climate, it is expected that the “Twelfth Five-Year” China's Taiwanese mold industry will have the opportunity to continue its recovery, not only in the export market, but also to continue to climb. The domestic demand market will gradually increase because of the increasing demand of terminals, and the corresponding mold demand will also increase. It is estimated that the mold industry such as electronic component stamping and plastic injection will take the lead, and the surrounding cooperative manufacturers will gradually emerge the phenomenon of urgent orders and shortages. .

IT mold shines

Influenced by the outward migration of Taiwan's semiconductor and optoelectronic packaging industry, the focus of industrial production has gradually shifted to mainland China and India. For example, Single Well set up a factory in Kunshan, mainland China, and changed traditional production machines to automatic machines to reduce labor costs. Taiwanese optoelectronics molders are mostly small in scale. Faced with foreign rivals such as TAKARA, YAMAD, and TOWA, they are limited in their capital size and product line integrity, and LED products are subject to severe downward pressure on prices, which also affects mold equipment manufacturers. Loss of profit. At present, LED manufacturers including Yiguang, Guangbao, Yuhong, and Dongbei have all completed the research and development of high-brightness LED molds with surface adhesion. The next phase will lead to the development of high-brightness LED package mass-production molds, especially research and development invested by Yiguang. The most significant resources, actively improve the past high-brightness LED dispensing technology, significantly increase the yield and volume production scale. Luo Baihui pointed out that with the reduction of LED prices and the popularity of green energy concepts, high-brightness LED process technology breakthroughs, LED packaging industry will also drive Taiwan's IT mold presents a bright future.

According to Luo Baihui's survey, the output value of Taiwan's LED packaging from 2005 to 2009, the annual growth rate will be sustainable at about 11%, and drive the supply of related molds and equipment for production. In the single-well industrial planning of LED packaging molds, the main force in the future will be to develop high-power lighting LED production molds, as well as research and development of LED miniaturization and high volume production of mold development, products covering LED, optocoupler, IC semiconductor packaging and rectifier Diodes and other optoelectronic packaging equipment and molds, in the field of LED molds are domestic leading manufacturers. Due to the substantial expansion of IC semiconductors and LED optoelectronics industry, together with the release of optocoupler orders from domestic manufacturers to domestic manufacturers, the related mold and die equipment performance will increase, and total revenue for the next two years will grow by 10%.

Luo Baihui pointed out that no matter what kind of global economic climate will be reversed, the global industrial structural change brought by the financial tsunami needs more attention. It is suggested that the mold industry should strengthen technological upgrading and innovative design in the future to get rid of the traditional business model.