As PCB industry season, late June, is coming soon, PCB manufacturers predict that the shipments will grow greatly in Q3 of this year. Actually, whether it will increase or not, people will find out the fact at least in the late June. Since solar energy industry has sagged a lot in Q2, it is expected that it will increase most in Q3. By contrast, some other industries may grow less than it, such as, the smartphones, tablet PCs, photovoltaic panels. Meanwhile, because of the suppliers’ control of the shipments, NB market is only slightly better now.
First of all, the order of phone board is not so significant in the short-term, but it is expected to grow rapidly in Q3. Some mobile phone manufacturers will launch new models in the Q3, so they order less phone board in Q2.
Additionally, the Europe mobile phone manufacturers who take up the largest global market share are adjusting their business strategies, which lead to the decline demand of phone boards recently. As the Europe mobile manufacturers will release their fifth generation of mobile phones in Q3 with the high price, which will consume lots of HDI production capacity as well, it is supposed that manufacturers will benefit a lot. According to the industry chain information, the shape and design of the third generation tablet PCs are totally different from the second generation’s. Perhaps, they will be sold in the market at the same time, and the second generation PCs will not be replaced by the third generation PCs at once.
Moreover, NB market situation has been improved. However, because of little profits, NB board suppliers control the output volume. Since the little profits for NB foundry and NB brand manufacturers, NB board suppliers have regulated the prices many times. But all these efforts did not achieve good response from the consumers, which brought that the sale prices were lower than production costs.
Additionally, in the second quarter of this year, copper foil substrate reduce its price which could further reflect its production costs. In the first quarter, PCB manufacturers have already accumulated some inventory, so they purchase less in the second quarter. Moreover, the recent copper prices fell back from $10000 per ton to $8500 per ton. Therefore, in May, copper foil substrate manufacturers dropped their prices slightly to meet the production cost.
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Article source: http://www.hqew.net/article/showdetails-article-200.html
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