High-density link substrate (HDI) get smart phones, tablet PCs favored, especially in the emphasis on modeling thin tide, HDI as the only choice, in recent years, successful first-line smart phone maker orders Unimicron (3037), Yaohua (2367) has been impressive, and this year gradually emerging Tripod (3044), Hua Tong (2313) also synchronize and cup soup, Southern Electric (8046) also sound operation, such as electric wire factory gold (2368), will Ying (6251 ) are optimistic about the cake effect, overweight expansion will enhance the process.
Xin Xing Zeng, chairman of the first chapter shouted, HDI may be in short supply; and later general manager of Xu Zhenghong Yaohua agree that Apple's iPhone 4 in particular, a "free-story-density interconnect (Any layer HDI)" lead to boom in the "Any layer HDI "high demand, will consume significantly HDI production capacity to Yaohua itself, not only both sides have reached full load, but now they have emerged tight situation. In addition, the Tripod is also very successful layout HDI markets, except China successfully broke into the white box market, but also squeezed into the iPhone 4 of the supply chain, also is expected to expand production in response to the fourth quarter.
Wah Tung's performance can not fail to mention, in the past Wah Tung also worked as a phone board a brother, but due to the low-end products, much less profitable because of Xin Xing. Watertown rallied this year, in addition to increase the proportion of order 3 or more HDI, but also to actively improve the "Any layer HDI" yield, and successfully broke into the Apple iPhone 4, and the supply chain iPad tablet PCs, smart response to the high the demand for mobile phones this year is expected to increase by 10-20 million before the end of the HDI can produce square feet.
HDI's sought-after degree, but also to many second-tier vendors such as gold, like electricity (2368), will Ying (6251) fought, in which King, like electricity has begun to challenge the highest level of "Any layer HDI", although the yield is still poor at this stage , but hope to start from next year, bringing a significant effect. Ying is determined that the company produced 1,2 HDI order products, used in consumer electronics, also boarded the recent wave of tablet PCs.
HDI PCB from each plant in view the progress of expansion, is expected before the end of this year, Tripod, Hua Tong had increased by about 10% of capacity. Gold, like electricity is through Changshu Plant (formerly the Hong Jie) increase HDI production capacity is expected to open this season will be a 5 million square feet of production capacity / month, next year is expected to be greatly increased 3-fold, reaching 20 million square feet of scale.
Yaohua part, companies have started planning the extension of the factory in Yi Lan Lize new plant is expected to be completed in April 2011, when the plant will have a 50% Tucheng mechanical drilling machine will be transferred to a new factory in Ilan, is the traditional printing Ilan moved to a new circuit board manufacturing plant products, plant will be full sprint Tucheng high HDI.
Also, according to the institute, said, PCB is the mother of all electronic products, the face of the pursuit of light end market, demand for thin, PCB is required to provide the first part of the solution, high-end "Any-layer HDI" is now stage of mass production solutions can be, PCB FPC will be increasing the proportion, the use of soft PCB board, you can provide more space module and configured using the remaining small size of the PCB hard board.
ITRI also believe, PCB Factory R & D capabilities is the next key to victory, especially in light of 3C electronic products to, for the dramatic increase in demand for high HDI, the most watched iPhone 4 launch, which is equipped with the highest HDI Order the "Any layer HDI", the smartphone has been reduced to more than half of PCB area, and in the positive and negative sides are marked with IC components, side by side with the battery so that it can achieve the thinning effect.