Apple iPhone5 is officially launched on September 12, the Apple stocks PCB manufacturers are expected to start another new machine effect, overall PCB industry supply chain of apple in domestic, Desk County (6269), Pottinger (4958), Kerry of Luen Yick (6153) and Hua Tong (2313) are expected to continue to shine, such as photovoltaic panels group is relatively optimistic,which is expected to support operating energy of PCB at Q3 , car plates and consumer electronics printed circuit board applications held stable, due to delayed launch of new product , PC / NB board has a relatively conservative outlook. At the third quarter because Apple New the iPhone5, iPadmini are listed, the Apple supply chain will also be started in the third quarter , so PCB plant growth of Apple stocks could become largest groups for Q3 , such as the Taiwan County (6269), Pottinger (4958), Ka Luen Yick (6153) and Huatong (2313); With the improved capacity utilization of panel plant , photovoltaic panels ethnic groups, such as Chi Chiu (8213), President of Union (5480), given Ying (6251) are also relatively optimistic at Q3 , which Zhichao has a high revenue record in the August. In addition, the car board is entering the hot season since August,which is expected to support Jing Peng (2355). As for computers and computer peripherals NB board,since Win8 as well as new models will be launched until Q4, so the demand is relatively weak to impact HannStar Bo (5469). For semiannual performance, since at the second quarter the poor environment of the overall economic boom, coupled with downstream customers face alternating periods of the old and new products, the widespread decline in profitability. Although many PCB manufacturers are facing gross margin decline in profitability at the second quarter, but some manufacturers won Best Progress Award. |
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The launch of Iphone5 Has Effects On PCB