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by Animats 161 days ago
It's not possible to make a competitively priced product that way. What are you going to do, sell artisanal circuit boards on Etsy?

Here's a small US-based PCB board and assembly facility in the US, in Hesperia, California.[1] Looks like it might have 20 to 30 employees from the building picture. This is probably about as small as a viable business of this type gets. It doesn't have to be done in a huge plant like JLCPCB in Shenzhen.

Here's a company in India, Invariance, which makes low-cost semi-automatic machines to do exactly the same operations 39c3 is doing.[2] They have three machines - a solder paste spreader, a pick and place machine, and a mini tunnel reflow oven. They make all three machines. These machines intended for small companies who want to assemble their own boards in house. The solder paste spreader is just automated enough to do a consistent job, with pressure and timing controlled. The pick and place machine uses their own feeder design which runs off strips of component tape. The tunnel oven is small, only about a meter long.

That's close to a viable minimum production solution.

[1] https://mermarinc.com/

[2] https://www.youtube.com/watch?v=K_VCJyeqa-A

4 comments

39c3 is the conference it is being presented at, not the presenter. 39th Chaos Communication Congress, the annual conference of the Chaos Computer Club.

This is a hacker messing around who is presenting to inspire others and get feedback. Many things presented at Xc3 are wildly impractical, potentially illegal, or not even technical at all and more on the side of activism and policy. Most are interesting and fun, which is the main goal.

That depends on your definition of "competitive", doesn't it?

Being 3x as expensive as China but 0.1x as expensive as current small-scale EU manufacturing can be extremely competitive. Plenty of people looking for <1000 unit runs would be willing to pay extra for a "made in EU" label.

COVID and the supply chain crisis made apparent just how over-reliant we are on Shenzhen and Taiwan for the most basic components. There are several hundred ICs on dozens of circuitboards in every car now that are dumber, slower, and less efficient than a 1990s calculator, that we have lost the ability to produce domestically. These are now bottlenecks to manufacturing in any disruption to world trade.

It doesn't need to be cutting edge, if you have a few board assembly shops and some fabs pumping out small chips in 20-30 year old process nodes it helps the resilience of the economy and geopolitical situation a great deal.

If the only service a CM brings to the table is cost reduction, than its a doomed business model.

Rule #23: Don't compete to be at the bottom, as you just might actually win.

Have a great day =3

Technically the differentiation isn't cost reduction its in shored manufacturer. That can become an important requirement as firms become more wary of IP theft and other issues.

Besides other than that what can you really differentiate in this field that isn't cost? Its a service that is standardized regardless of country. Maybe you can provide different "styles" of boards (ie. different specs) or improve the entire submit to production pipeline but thats about it.

The pipeline is a massive one - especially for PCBA. Being able to get an instant quote and order in 5 minutes is worth a lot. Nobody wants a 2-week-long back-and-forth with sales and engineering for a basic prototype run.
I don't know how much real innovation can happen there that the Chinese haven't done. In fact the Chinese haven't really innovated, that have optimized existing processes. Think about it: If you break it down: a "2-week-long back-and-forth with sales and engineering for a basic prototype run" is the same stuff happening in the background as the "get an instant quote and order in 5 minutes"...just much faster.

Thats not the innovation I was talking about: Let me give an example. When the Xbox was being developed, there was a push within Microsoft to create a standard CD‑based game console that was a more refined version of the existing competitors. The Xbox team pushed back and said: No, you don't enter a market and just copy the incumbents. You need to do something different and differentiated. So they innovated by adding a hard drive and standard networking to every console. The addition of these components as standard in each console opened up a new paradigm of gaming with Xbox Live and was a different vision compared to what the others were offering at the time. They eventually ended up moving the market in a fundamental way.

Now, going back to manufacturing, how do we translate that to PCB manufacturing? Again, I don’t know how you could possibly truly innovate the pipeline process more than it has already been done. Even just adding an AI‑handled pipeline process, it's just further optimizing what has already been done. There may or may not be an opportunity to truly move the market but if there is, then thats something the West can do to really compete.

China is a tough place to do business even for domestic small firms.

https://www.youtube.com/watch?v=FQrEDq8KPiU

>I don’t know how you could possibly truly innovate the pipeline process more than it has already been done

There are things China does well, things the US does well, and a lot of people building stuff for fun. Yet doing business in North America can be just as challenging for different "reasons". =3

Consumer hardware like the iPhone would not do well when the next model is 20% slower with a 35% retail price reduction.

>what can you really differentiate in this field that isn't cost?

Don't worry about it... =3

>Consumer hardware like the iPhone would not do well when the next model is 20% slower with a 35% retail price reduction.

Yes, American companies know this already: Apple managed to ship $1000 phone even the Chinese coveted for a long while and their innovation at the time was Face ID and the applications it enabled like Memoji.

Just improving spec sheets is a race to 0 profits.

>Don't worry about it... =3

There has got to be something that can move the market as relying on China is just a mirage anyway. Those demographic issues will catch up to everyone eventually. Im not knowledgeable enough to know what this magical innovation will be. (or else I'd pull my savings and get into the business :P )

>Just improving spec sheets is a race to 0 profits.

If and only if people chase the low-margin markets. Some people want the best value they can afford, and the ones that don't usually are not worth the sales effort.

Note, most current Apple products are just information-appliances tied to their media service businesses.

>Im not knowledgeable enough to know what this magical innovation will be

Whatever a unique imagination comes up with will probably be just as good or better. Don't worry about it... =3

The schtick for Capitalism is that it is supposed to push all companies to the top of optimal resource production, the place you call the bottom.

Was it always the case that Western Capitalism was about optimising profits for an over-class, the optimising of resources was always just propaganda, or did it once have ethics?

Brands shifted away from garnering customer goodwill, and prioritized shareholder value by siphoning intangible assets accrued over decades of prior works.

There was little utility in judging if it was ethical, but merely to profit by the shortsighted stewards. =3

> Was it always the case that Western Capitalism was about optimising profits for an over-class, the optimising of resources was always just propaganda, or did it once have ethics?

Adam Smith wrote a whole book about ethics.

I actually think the ethical corruption has been very recent and driven by multiple factors, but the most important is the myth that people are rich because they deserve to be, and if they are poor it is because they are stupid or lazy. The rich therefore tend to feel far less noblesse oblige.

For that, there's a company named eurocircuits. Slightly more expensive than JLCPCB, but not 30x.
5pcs 2 layer default settings 80x100mm boards ($4 vs EUR 124) is pretty much 30x.
I double checked because these were not the prices I had in mind.

After looking through the options, I think that's because the designs I did quotations for had 0.2mm holes. This is standard for Eurocircuits, but high precision for JLCPCB.

Note that to get the price you quoted, you'll get lead in your PCB, and vias that are not plated, but plugged with conductive epoxy. Changing that gets you to $14 for 5 boards, which is still way cheaper than Eurocircuits.

I'll keep that in mind for the next PCB I design: keep holes bigger than 0.3mm if possible.

Hey, I'm one of the two speakers :)

The commenter above you phrased it well: "Price-reasonable", to us, it's first about breaking even.

I will look into the companies you linked, looks interesting!

Though to give you food for though, I will tell you about a french drone manufacturing company, they manufacture in house, they turn over probably around 10 million € a year.

I know first hand they stencil print around 10k boards a year using a "machine" that is 2x4's from the hardware store, and a credit card :)

>I will tell you about a french drone manufacturing company [...]

Can you also tell us the name?

Sadly I cannot disclose it
Parrot
> It's not possible to make a competitively priced product that way. What are you going to do, sell artisanal circuit boards on Etsy?

10 years ago in the US I met someone who owned a company of about 5 people that he largely built off of the acquisition of a single broken pick-and-place machine which he repaired himself. They applied the solder paste manually and finished the boards in what looked like a toaster-oven. Each production run consisted of around 100 units which were sold at $50 apiece. The company is still in business today, as far as I'm aware.