Observe the PCB assembly into the industry's traditional peak season, the overall demand should show growth trend in the second quarter, but some brands in the second quarter due to excess inventory build, it must be adjusted so that PCB manufacturers in the third quarter operating growth momentum is limited. At present the terminal needs, including PC, LCD / LED TV, Netcom up the goods yet to see significant demand for the peak season, only the tablet PCs and smart mobile phones demand more steady, the PCB industry as a whole quarter revenue is expected to only a slight growth of 5 to 10%, of which Soft-mill single-quarter revenue is expected to have 15 to 20% of the growth rate, single-quarter operating performance is still hard MILL good.
As the plant material in the upper reaches of flat sales in August and September copper foil and copper foil substrate may decline in price. Observed in August fiberglass yarn, cloth factory monthly revenue fell 10 to 15%, copper foil substrate plant while monthly revenue was down or a slight rise in mid-September estimated plant upstream material was only a slight rebound from August, and weakness in the international price of copper, the copper foil and copper foil substrate product prices showed a slight decline in September is also the possibility, therefore, the overall PCB materials plant in the upper reaches of a single quarter-quarter revenue growth of only 5 to 10% in the fourth quarter into the traditional off-season, single-quarter revenue to decline over the third quarter was.
Observed HDI PCB board hard board still needs more steady, the overall third-quarter revenue forecast only a slight growth of 5 to 10%. Hard mill mobile phone board in August sales fared better, and the remaining panels are photovoltaic panels and no significant improvement in NB, was about flat or grow slightly, as the overall terminal requirements include PC / NB, Monitor, TV, etc. not the busy season situation to determine, so its growth rate was dampened.