Printed circuit board (PCB) last year, although the economy was recovering, but not the second half of the traditional busy season in the fourth quarter copper foil, glass fiber cloth, copper foil substrate (CCL) demand was weak, but gradually picked up since December, CCL second-tier makers Taiwan optoelectronics, ITEQ, Taiwan Union, OTC copper foil and glass fiber cloth factory factory gold-rich home Joe, Kin Wing, Devon continued strength in January, is more related products Monthly price hikes.
Taiwan optoelectronics said that with the market back to temperature, customer demand, Kuan Yin, Taiwan plant, a plant in Kunshan reinvestment capacity are full, Guangdong Zhongshan plant capacity utilization near Jiucheng.
CCL plant stress is indeed the downstream PCB manufacturer demand growth, but we do not worry about the price rise and increase inventory CCL, after all, large-scale international copper prices climbed last year in the second half Young, driving the price of copper foil upstream CCL monthly increase.
CCL upstream from copper rose in September last year, the monthly rise this year in February, March quote will rise, affecting the CCL price hikes for two consecutive months this year also.
Gold home that is still across the board during printed circuit board the Lunar New Year holidays started in February, although revenue is reduced by the shorter working days, but can be extended in December last year, copper prices rose due to revenue driven by strong momentum is expected to write down the calendar year in February a record high.
Home that gold, copper foil industry in the past pcb manufacturer not been a significant expansion in recent years, with increasingly broad range of PCB applications, 3C demand for heating and electric car batteries, copper demand is expected to rise in the third quarter will be phased out new capacity, from 1,500 tons per month increased to 1,650 tons.
Devon also stressed, PCBA assembly in the first quarter was warming, electronic grade glass fiber yarn, cloth demand, the rapid price rise, or into each of about three, more Yu Wucheng the first quarter of last year, boosted earnings this year will be based.