The World PCB Report 2026: Executive Preview

What the report is

The World PCB Report 2026 is independent research from Custer Contexo Group. It covers the printed circuit board industry, the supply chain around it and the leading indicators of the cycle. Most maps of the industry show where boards are made. This report adds who owns the plants, reads ownership from company filings, and keeps the two maps apart throughout.

What sets it apart

• ◆  Built from filings. A world total built bottom up from the filed revenue of 108 makers, with labeled estimates for the rest.
• ◆  The cycle, on a tested method. Every layer is read on Custer’s 3/12–12/12 rate-of-change method, and the leading indicators are tested before they are used.
• ◆  21 countries, same ten headings. Trade, tariff and operating conditions, from the US tariff on a bare board to tax, power, pay, water and export controls.
• ◆  181 company profiles. One card per company across the chain, with 2025 revenue taken from filings.
• ◆  The outlook. The 2026 range and three 2027 cases, with a ten-year view of demand, input bottlenecks and where to invest.

Worldwide coverage

• East Asia
  China · Taiwan · Japan · South Korea
• Southeast Asia
  Thailand · Vietnam · Malaysia · Singapore · Philippines
• Europe
  Germany · Austria · Switzerland · France · United Kingdom · Italy · Czech Republic · Poland
• South Asia and South America
  India · Brazil
• North America
  United States · Mexico

Southeast Asia and Europe also have regional chapters, and the assembly chapters add readings for Taiwan, China, North America, Europe, and Japan and Korea.

What the report covers

• ◆  The analysis: the world electronics market, the cycle at a glance, trade and tariffs, and doing business country by country.
• ◆  Country chapters: China, Taiwan, Japan, South Korea, the United States, Southeast Asia, Europe, India, Mexico and Brazil.
• ◆  The PCB supply chain: demand, data center demand, copper-clad laminate, IC substrates, advanced packaging, Taiwan’s fabricators, passive components, distribution and tools.
• ◆  The assembly layer: the world EMS market, the twelve companies as filed, with footprint, margins and guidance, and assembly by region.
• ◆  Indicators and outlook: the leading-indicators dashboard, the outlook and the next ten years.
• ◆  Company intelligence directory: 181 company profiles across eleven supply-chain layers, from PCB fabricators to networking, storage and datacom.
• ◆  Methodology and data: the data method, the market anchor, sources by chapter and the data appendix.

What you receive

Prepared by Custer Contexo Group | Market Intelligence | 2026 Edition