Facing years inventory variables, printed circuit board (PCB) factory generally conservative views about June, July, but now the order have been visible to forecast, PCB factory in June revenue can may slightly increase, season 2 average revenue edged off about 5% is roughly in line with expectations.
As to enter the season 3 electronic traditional peak season, for now, still in notebook computer (NB) demand the highest visibility, NB plate owners will be able to take the lead in full.
As for the copper foil substrates (CCL) industry is due to customer performance began to rebound, cooperate with the international copper price, can adjust the price again, but due to the raise, has repeatedly during the first half of season 3 again rise degrees may be only 5%, but for the CCL factory revenue, profit, or have a positive help.
Forecast, NB board factory in June he yu baird, thou hast set up the electric revenue fell about NTD in NTD 1.8 billion yuan, 1.8 billion yuan, about the revenue growth of 4.9%, 4.9% in May.
Into the third quarter, under the low NB stimulus delivery, two factory capacity utilization will be able to take the lead in carrying, monthly revenue also have the opportunity to hit a record high.
