Smartphone harvest PCB Factory hot
Field of view to the respective PCB and copper in August picked up 5 to 10%, copper foil substrate manufacturers cost of production rose slightly in September. Taiwan, the main customers for mobile phone panels photovoltaic industry, the third quarter smart phone sales growth of 10 to 15%, with South Korea, Department of mobile phone companies to obtain OEM orders, estimated by the recovery in the second quarter rate of 30 ~ 40%, single-season earnings per share Challenge 1 million. ITEQ to the main computer and laptop client, because notebook industry early in the second quarter, pulling the end of the goods, 7-8 months to digest inventory, short-term slowdown in demand, orders again in late September back to temperature, estimated 10 Moonrise goods have the opportunity to slightly better than in September, full-year earnings per share is expected to challenge 6 yuan. Taiwan Union are sold to pen panels and photovoltaic panels supplier, October orders warmed slightly, it is expected the fourth quarter to first quarter of 2011, customers can obtain a new server orders, operation gradually turned the corner.
Mobile Phone Board, due to the recent popular smart phone will consume a lot of HDI board production capacity, with mobile phone board supplier capacity utilization since the second quarter onwards full, Yan Xing, Yiu Wa, and Tripod has a plant expansion action.
FPC benefit iPhONe phone and IPAD both hot and sustained additional orders. Taiwan county currently marketed soft touch panel board, mainly used in flat-panel computer, like being sent to the smart phone customers authentication, the fastest fourth quarter is expected to first obtain the relevant order. Ka Luen Yick Zeyi Use soft touch panel-based mobile phone applications, the recent sale of a good major customers, estimates the two soft board manufacturers in the third quarter revenue growth of 10 to 15%.
Panel makers cut production in order to go to the third quarter of the stock, but AUO LED TV shipments rose from the second quarter accounted for 15% to 30% in the third quarter, demand for cooling aluminum substrate temperature, Zhi-chao and the small number of units started shipping photoelectric . Zhi-chao in the third quarter to adjust Zhongshan plant capacity, forecast flat revenue in the fourth quarter growth of 0 to 5% growth forecast in the third quarter Tripod 5 to 10%, 0 ~ 5% decline in the fourth quarter, Tripod profit ahead of schedule, in the second half will continue to provide pre-and accounts receivable asset impairment losses.