Printed circuit board supply chain revenue in July is fully released, synchronization than in June, Unimicron (3037), Chinese-computer (2313) and other arbitrary density interconnect storey plant at a 10-month, eight-month high. Apple's smart phone market launch of fear of success than last night, some components supply chain also confirmed slower than last year feeding 20 days to a month, Yan Xing Hua Tong and other Apple arbitrary layer (Any Layer) high density connector (HDI) board except plant, the market generally also finds F- Zhen Ding Technology (4958), Ka Luen Yick Technology (6153), Taiwan County Technology (6269) and other flexible printed circuit board (FPC) for the supply chain, in July jump in revenue does not significantly increase, but has been synchronized than June, only emphasize the firms from the third quarter revenue jumped to the fourth quarter. This year returned to Apple HDI board supply chain ,Xin Xing pointed out that from the demand side perspective, the third quarter results of good orders, HDI capacity utilization can be increased from 90% to 95% the previous quarter. For PCB plant is concerned, 95% of full capacity utilization is standard, China through July monthly revenue growth rate of 11%, relative to apples printed circuit board (PCB) outstanding supply chain, the company also stressed that better than expected, in order warm and reinvestment bottom quarter production plant in Chongqing, can contribute significantly in the fourth quarter revenue. Apple to launch new products in the window period, related to PCB, FPC supply chain in the second quarter revenues are also affected, HDI plant is relatively better than the FPC plant, but the second half of the FPC explosive considerable revenue. Revenue compared to the second half of last year in terms of growth rate in the first half, an increase of 99.6% the highest platform County, Ka Luen Yick 62%, F- Zhen Ding 52.8%, 27.7% huatong there, Yan Xing alienate rather sluggish due to Apple .F- Zhen Ding in the second quarter revenue a record high earlier in July, although the monthly growth rate of revenue is only 1.08%, but in July and the average annual growth rate before July disdain for Apple PCB supply chain, but also dominate Taiwan PCB plant , the second half is expected to be quarterly revenue growth in the fourth quarter of the annual peak profit performance is better than revenue growth. Ka Luen Yick relatively low in revenue last year base period, July monthly growth rate of 10.23 percent, second only to China pass, the company also said revenue estimate peak third quarter fell to the fourth quarter, did not rule out the delivery by ship Yan, Wang all the way to the end. |
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PCB Supply Chain Has High Record In July