PCB in The First Half Of The Low Season Is Not Weak, The Second Half Of The Peak Season Can Be Expected

In many benefits, the printed circuit board PCB industry in the first half of the off-season is not weak, in addition to 1C board is undoubtedly the first popular fried chicken, HDI continues to fall short of demand copper foil/copper foil substrate are chase material price, server board to meet the platform conversion opportunities, notebook and photoelectric board continue to benefit from WFH demand-driven, even more, noisy mobile phone market, most of the first half of the year can maintain the trend of annual growth.

Expected in the second half of the year, whether can continue the trend of the first half of the off-season is not weak, in the traditional peak season still maintain peak season performance? TPCA Taiwan PCB association, said some companies have felt, global imbalances between supply and demand of IC chips, effects and application not only cars, but other electronic products are also beginning to be affected by chip supplier delivery, but part of the customer terminal application in the second half of the year has also started to slow down the speed of cargo, joint to the recent changes in PCB production for each material, delivery time larger situation.

The revenue of JIANding, a large PCB manufacturer, declined in August. The company said that the decline in August was mainly due to the lack of materials, which delayed the delivery time of customers and slightly affected the revenue.

Automobile /NB long and short material problem is relatively large

Which is generally affected by the lack of chip auto board market, Jingpeng has said that the lack of material problem is good or bad, good material revenue will be relatively high, the company is to cooperate with customers shipment, it seems at present, orders are 2 times the level of revenue, visible lack of material impact; Jianding said that the shortage of chips for cars is true, and indeed there is no relief, but because the products are customized, customers will sooner or later.

As for more twists in the second half of the demand of NB market, NB board first giant said han yu bo said, the length of material issues this year has been affected, said han yu bo also focus on the customer's situation, what can I do just to do, also, for this reason, to help customers each materials issue for inventory and increase the flexibility of production, so would be more challenge in inventory management.

Apple's supply chain is moving higher quarter by quarter

Apple officially published in this week, the new Phone, and other new products, including watches, headphones, etc., apple is PCB related supply chain have been a move, since late June soft board, such as HD to join after July, especially new products cover more market, apple's supply chain are the drops of with soft board factory, including county by ding - KY, Taiwan, Quarter-by-quarter growth in the second half is relatively positive.