Affected by the earthquake in Japan, the impact of the smart phone brand factory in the second quarter may not be able to obtain enough raw materials, short-term growth momentum limited, the manufacturer said that some products will be postponed to the third quarter shipments; as NB manufacturers demand began to return, but NB The board's profit is not good, and the supplier will control the shipment and fight for other product orders. On the whole, PCB makers are expected to grow slightly in the second quarter, but due to exchange gains in the first quarter, they are earning 20% ​​to 30%. In the second quarter, they lacked this extra-curricular income, and even experienced a loss. Profits will be flat or slightly lower than the previous quarter.
From the mobile phone board perspective, smart phone brand factory originally estimated that the growth rate in the second quarter was 10% to 20%, but due to the daily shock, PCB manufacturer's single-quarter growth rate was expected to drop to only 10%, and some customer orders would be postponed. Shipments, due to a variety of mobile phone brand new machine has been planned for the second half of the year, in the case of capacity exclusion, the order of the second quarter can not be shipped will be allocated to the third quarter and fourth quarter.
The company predicts that Xinxing will adjust its inventory due to mobile phone customers in the second quarter, and its capacity utilization rate will drop significantly. However, in the third quarter, there will be opportunities to obtain new orders. Huatong and Yaohua have improved their operating conditions, but the one-time income from outside the industry accounted for 30-40% of profits in the first quarter. Therefore, the growth momentum in the second quarter was limited; the second season of the Jialianyi, Taichung, and Asahisoft soft board vendors Revenue growth rate will be reduced from 1 to 20% to 5% to 15%. It is expected that the new production capacity will be completed in the third quarter, and the momentum will rebound significantly. Taiwan Hong declined due to solar backplane shipments, and revenue fell flat to slightly lower.
Observed NB board manufacturers, due to poor profitability of NB foundry and brand manufacturers, NB board suppliers plan to increase prices several times before, none of the customers agree, but because NB board profit has been difficult, and for In April, the company's full price increase will be 5 to 10%. Customers who do not accept price increases will reduce their supply and plan to increase the proportion of other products, such as the development of products such as Hanyubo (5469) toward server boards, and gold-video power ( 2368) is fighting for tablet computer orders and believes that the growth rate of the shipments of these two NB boards will be lower than that of the NB industry.
In the first quarter, PCB manufacturers actively covered copper foil substrate stocks. At that time, copper prices rose sharply to 10,000 US dollars per ton. Copper foil manufacturers increased their selling prices for the second time, and finally managed to increase prices by 8 to 10%. In the second quarter, manufacturers of copper foil substrates reduced their purchases, and their capacity utilization rate fell to 75 to 80%. They were not fully loaded. Coupled with the decline in copper prices, they faced pressure from price cuts. The operating prospects of Luen Mao, Taiwan Optoelectronics, and Tai Yao in the second quarter were transferred. Conservative. However, legal persons believe that manufacturers of copper foil substrates have increased copper foil stocks, which will help reduce production costs in the third quarter and will stabilize in the second half of the year.
From the mobile phone board perspective, smart phone brand factory originally estimated that the growth rate in the second quarter was 10% to 20%, but due to the daily shock, PCB manufacturer's single-quarter growth rate was expected to drop to only 10%, and some customer orders would be postponed. Shipments, due to a variety of mobile phone brand new machine has been planned for the second half of the year, in the case of capacity exclusion, the order of the second quarter can not be shipped will be allocated to the third quarter and fourth quarter.
The company predicts that Xinxing will adjust its inventory due to mobile phone customers in the second quarter, and its capacity utilization rate will drop significantly. However, in the third quarter, there will be opportunities to obtain new orders. Huatong and Yaohua have improved their operating conditions, but the one-time income from outside the industry accounted for 30-40% of profits in the first quarter. Therefore, the growth momentum in the second quarter was limited; the second season of the Jialianyi, Taichung, and Asahisoft soft board vendors Revenue growth rate will be reduced from 1 to 20% to 5% to 15%. It is expected that the new production capacity will be completed in the third quarter, and the momentum will rebound significantly. Taiwan Hong declined due to solar backplane shipments, and revenue fell flat to slightly lower.
Observed NB board manufacturers, due to poor profitability of NB foundry and brand manufacturers, NB board suppliers plan to increase prices several times before, none of the customers agree, but because NB board profit has been difficult, and for In April, the company's full price increase will be 5 to 10%. Customers who do not accept price increases will reduce their supply and plan to increase the proportion of other products, such as the development of products such as Hanyubo (5469) toward server boards, and gold-video power ( 2368) is fighting for tablet computer orders and believes that the growth rate of the shipments of these two NB boards will be lower than that of the NB industry.
In the first quarter, PCB manufacturers actively covered copper foil substrate stocks. At that time, copper prices rose sharply to 10,000 US dollars per ton. Copper foil manufacturers increased their selling prices for the second time, and finally managed to increase prices by 8 to 10%. In the second quarter, manufacturers of copper foil substrates reduced their purchases, and their capacity utilization rate fell to 75 to 80%. They were not fully loaded. Coupled with the decline in copper prices, they faced pressure from price cuts. The operating prospects of Luen Mao, Taiwan Optoelectronics, and Tai Yao in the second quarter were transferred. Conservative. However, legal persons believe that manufacturers of copper foil substrates have increased copper foil stocks, which will help reduce production costs in the third quarter and will stabilize in the second half of the year.
Overhead Conductor Co., Ltd. , http://www.nspowercable.com