Market rumors Apple (Apple) next-generation flat-panel computer iPad 2 will launch in the first quarter of 2011, related to the supply chain has already started to fight the order. According to industry have pointed out, iPad 2 in the printed circuit board, pcb manufacturing process is different from any story will be a 4-order density interconnect (Any Layer HDI), the first production of the PCB supplier list has been identified, namely, pour Fiji Power (Ibiden), Tripod (3044) and American TTM (the original Hong Kong Meadville).
It is understood that the initial first single volume is not large, is expected in February 2011 will be coded, when the supply will increase to seven the number of businesses, but the list has not been fully finalized, is expected to get more than half of Taiwan plant will supply.
After Apple iPad, raising chase boom, many pcb assembly manufacturers have also jumped into the brand. Recent market rumors, Apple in the first quarter of 2011 will launch iPad 2, although the timetable has not been listed on Apple confirmed, but according to industry pointed out that the component suppliers have already have passed certification.
It is worth noting that the iPad 2 will be converted into a 4-order of Any Layer HDI, this and previous iPad using only the traditional HDI process are different. It is understood, iPad 2 open up the hole with laser, very small aperture, which for the PCB industry, the yield again a challenge.
Any Layer HDI is still present on plant yield is relatively high, generally above 70%, as part of the country, including Xin Xing (3037), Hua Tong (2313) and Wah (2367) performed better, with an average drop 60 to 70%. Tripod Although the pace of development in the HDI is relatively late, but this year to catch up with Apple originally Tripod long-term stability and from customers, so the probability to obtain orders to the same industry than in other higher.
In addition, TTM part of Hong Kong Meadville Holdings in April 2010 to sell its PCB business to TTM, the industry believe that the TTM can also include Any Layer HDI-based supplier list iPad 2 shows Mainland China Manufacturers also have Any Layer HDI process capability, the technical standards should not be underestimated.
PCB industry, said Apple's product manufacturing process difficult and, with Any Layer HDI consume too much production capacity, must spend a higher share of capital construction of filling plating production line, but even so, just to catch Apple now seems to be the same in the performance guarantee of profit.