After the iPhone5 was published ,stocks have normal performance ,but it plays a supporting role this season, supply chain sales of Taiwan-based soft board, hard board PCB were warming from the August, season operations are also expected relative with support. ITRI, IEK forecasts driven by related products of Apple in the second half, PCB output value is expected to grow 5.7% compared with the first half .According to industry statistics, soft board supply plants of iPhone5 include Qisheng, Sumitomo Chemical, Fujikura, F-Zhen Ding, Taiwan County; HDI board suppliers have four , including Ibiden, Xin Xing, China through AT & S, the number of supply is even less compared to the previous iPhone series , and the largest supplier is Japanese. From August, soft, hard board vendor revenue performance began to heat up, consolidated revenue of F-Pottinger, the Huatong in August have hit a recent high record,official publish of iPhone5 starts up the goods flows, this quarter operations are optimistic,which will go beyond the performance at second quarter. The PCB industry boom this year has been worse than expected, continued to lag behind last year's estimates for this year, but according to ITRI IEK, driven by Apple family of products, at the second half of the year, the output value of Taiwan businessmen in the two sides of the PCB is expected to reach 266 billions, compared with the 2,515 million in the first half of this year, an increase of 5.7%, in the third and fourth quarter, single-season output value were $ 135 billion, 131 billion, the next season is only a 3% decline. |
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Supply Chain Of Rigid-flex PCB Is Supporting This Season