Japan earthquake caused a turmoil in the global PCB assembly manufacturer
In the PCB assembly raw materials, Japanese companies hold the glass substrate, such as rolling copper foil 80 to 90% of market share, electrolytic copper foil market, 38%, IC carrier 40 to 50% of the shares, in addition, at the high end of the soft plate, glass yarn, glass fiber cloth, and other supply chain also plays an important role, thus, this compound the disaster occurred in Japan in pushing electronics and PCBA Manufacturer product and raw material prices, while widely believed, will stop production industry significant impact on the downstream business.
FPC: 2 to 3 months after the shock emerges
As the industrial chain business inventories and the existence of transmission and other factors, for now the earthquake has little effect on the whole industry is still too early, and according to relevant industry analysis, the entire PCB assembly industry chain will be 3 to 6 months to see changes .
in the PCB industry, helioseismology of large soft board to order, as the world's largest soft-MILL Nippon Mektron in quake-hit Ibaraki prefecture, which accounts for the production of high global market share of soft board 20 ~ 25% of the positive impact in the areas affected by the tsunami, pcb assembly China and the technical guarantee for the principles of Japan, not outsid high-end soft-board technology to move production abroad, so such as digital cameras, DV, high-end smart phones and other handheld electronic products used in the soft plate supply will be affected.