Performance of upstream raw materials PCB Assembly manufacturers have bottomed out in November, although still in the printed circuit board the traditional low season, but laden with low inventories, high-cost consideration, including the copper foil, glass cloth and copper foil substrate are passed a wave of price increases is expected to rise from January onwards, including fiberglass gauze, or up to 10% of the copper substrate, copper foil will reflect the 5-7%, glass fiber cloth has a small chance to hike.
Breaking up the international price of copper has officially $ 9,300 / ton, so that the copper foil, copper foil substrate manufacturers under pressure, in which copper foil factory prices of more than 3 consecutive months, even so, the actual increase is not well reflect the cost increases range, copper foil substrate plant inventory adjustments due to customer and industry slowed and other effects, then swallow, of course, related to the drag on the performance of glass fiber cloth factory.
However, results from 11 months China PCB Assembly, the majority of the performance of the industry's revenues have stabilized rebound occurs, and that December orders is also slightly improved after the end of the customer inventory adjustments, coupled with January's meeting before the Chinese New Year goods under the effect of the first quarter of next year, will have the opportunity to show is not short off-season.
Market conditions improved slightly in the face of the occasion, PCB Assembly prices of raw materials plant began to spread a wave of copper sheet metal of which the Home (8358) that copper prices to reflect rising costs, will rise about 5-7% in January, 4 consecutive January price increases, but not yet fully reflected in March next year the economy will, as the PCB, and then hike the price in full, as December sales will be better than 11 months, the growth rate reached double digits.
The most heavy cost pressure has also decided to expand copper foil substrate factory prices, CCL leading plastics plant in South Asia (1303) has announced that in January next year, up 10% of the plate, plate of 5% hike. Part of the CCL plant, said prices in South Asia CCL prices will follow up with the industry, but the pace of practice do not always coincide, the object from the prices of smaller PCB plant began, China PCB Assembly manufacturers may have to to 2 months.
There is also a CCL industry that the current policy is only to follow up prices next year in February, hoping to secure more orders at this time, increasing market share. December revenue outlook from the point of view, Taiwan Union (6274) the most optimistic that there will be 10% of the monthly growth rate, the Taiwan Optical (2383) also can continue to catch the HDI boom, little difference between the estimated and November, The United Mao (6213) with the mainland because of Pingchen plant Humen factory fire personnel and adjustments, operating performance of the first degree Xiaoyue.
Fiberglass cloth part in the copper foil, CCL reflect the cost of calling up, Fu Joe (1815), Devon (5475) also believe that the bottom is over, market conditions began to return to temperature, the original price after another price adjustment will be in January next year increase, have the opportunity to return to 1 kilogram $ 0.8, although not the highest this year, but higher than the same period this year $ 0.6 level.