Taiwan PCB association (TPCA) together with the engineering institute center (IEKofITRI) sankei shimbun survey statistics, published on both sides of Taiwan PCB industry output value, the second quarter of this year, thanks to the downstream brands for the summer holiday shop goods and increase the force of upstream PCB products pulled goods, second quarter GDP growth of 4.8%, the output value up to nt $121.1 billion, looking forward to season 3, into the traditional peak season, for the Christmas holidays and at the end of consumption boom, more manufacturers to increase the order quantity of downstream products and forecasts the Taiwanese GDP will grow by 9%, on both sides of the PCB production up to nt $132 billion.
Panels, senior economist at zhong dong Ming in mainland China PCB industry general situation analysis: China has become a global PCB production center, 2012 $59.79 billion global output, output value accounted for 42.7% of mainland China, is still in a multilayer product bulk, single and double panel in time; PCB lu shang belong to small and medium size, only one company into the global 20, 23 companies into the global top one hundred. In addition, he believes China PCB has show the three key trends, first PCB ShangZai lu plate products have been surfacing, the global plate market is dominated by Taiwan, Japan and South Korea vendor, but China has been able to provide a CSP, PBGA, SiP... Encapsulates the required loading board, and the actual shipment international packaging companies. Blossoming outstand their key trend 2: manufacturers, is limited by environmental emissions, the scale of production, market factors, such as setting up new factory will be into blossom everywhere, every environmental control area production allowable amount may be less than 6 million feet, only three of the following vendors, due to the upstream raw material factory layout is difficult, to form the challenge of customer service. Three key trends: low price and Chinese brand fermentation, low-cost electronic products by the China market spread to other emerging countries, developed countries in the market, even the high price of a single model strategy has become the past type, zte, huawei, lenovo, cool four big Chinese mobile phone brand, support by the Chinese market, the global smart phone share is gradually expanded, especially lenovo has not been outside China market to show strength, grow up to be reckoned with in the future.
Our terminal electronics, PC will present the annual decline, smart phones and tablet computer to DiJiaHua, again again all affect the sales performance of PCB industry, upstream by the first half of the year on both sides of Taiwan PCB industry revenue situation worse than the same period in the first half of last year (YoY = 5.92%), and the second half of the revenue performance cannot be too much better than the same period last year, the annual output value from may this year because 0.99% forecast growth was revised down to "fall" 3.06%, annual output value dropped to nt $499.6 billion, although the growth of annual performance is not as expected this year, but for Taiwan PCB makers, should try to open source expansion more orders, more product applications, to alleviate both orders decline caused by the impact of the shortage of revenue.
