While smart phones focus on the thin trend, due to the additional features ,to drive the use of multi-module, electrically connected between the multi-module, signal transmission must be applied to the FPC for connection, so multiple modules expand the opportunities of soft board market.Soft mill provides customers one-stop shopping service,the FPC module shipments trend gradually taking shape. It is forecasted in 2012 shipments of smart phones and tablet PCs, respectively have growth of 30%, 48%, it is estimated in 2012 smart phones and tablet computers will contribute to soft board module for output value of $ 8.9 billion, the annual growth is 25 percent.At the second quarter Apple iPad sales have growth of 10 to 15%, iPhone is reduced by 15 to 10 percent, due to the FPC have been shipped in advance, and part of the components of iPhone5 have poor yield ,customers reduce the purchases of soft board in the second quarter,in the second quarter overall soft board manufacturers' revenues adjust for a decrease of 15% to between 5% growth compared with the first quarter ,but in recent years, Taiwan factory capacity building to strengthen provisioning automation equipment, which has reduced the technology gap with the Japanese Factory.Although the soft board manufacturers' revenue is in the adjustment phase in the second quarter, related stocks is not yet prominent. |
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At Second Half Soft Board Will Have Increasing Demand