The electronics industry is entering the traditional peak season. According to the supply chain information, apple concept-related high-order printed circuit board arbitrary layer HDI, soft board and electronic upstream high-order materials are surging this season, and fuqiao, zhending -KY, taijun, etc. will benefit simultaneously.
The electronics industry is entering the traditional peak season. According to the supply chain information, apple concept-related high-order printed circuit board arbitrary layer HDI, soft board and electronic upstream high-order materials are surging this season, and fuqiao, zhending -KY, taijun, etc. will benefit simultaneously.
U.s.-china trade war, the United States scheduled on August 23, to $16 billion worth of taxes on imports from China, for an additional $200 billion is forecast to Chinese imports tax of 25%, although not directly contain PCB supply list, but the industry observation, in the consumer electronic product will launch another full tariff interference, European and American markets, there is no scale of advanced PCB production, customer rob material expectations ahead of fermentation, part of the new materials or supplies high order soft plate prices, is expected to jump high this season.
Xinxing mentioned that due to the tight demand for high order board, the industry is expected to generally increase prices, reflecting the situation of short supply in the overall market peak season.Zhending, on the other hand, downplayed the fact that the price of new material is indeed better, this part of the non-price increase, but the new material is also looking better than the same period last year.
Industry insiders also mentioned that since the trade war drove customers to pull the goods in July ahead of schedule, there was no effective production capacity in the European and American markets, and the supply of high order boards was quite tight. Non-apple apps also had the demand for materials in advance.
In terms of upstream electronic high-grade materials, electronic glass fiber and CCL manufacturer took the lead in releasing the price increase of more than 5% in the first half due to environmental protection tax or high production cost.Taiwan-funded CCL factory taiyao is also leading the rally on the mainland.And because industrial grade application demand is good, have iPhone to wait for consumer electronics new product to be rolled out in September, integral electron class glass fiber already had supplier to confirm partial application price rises.
