The peak season effect is not obvious

From the fourth quarter of 2011, the new iPhone and iPad models from AAPL-US will successively be scheduled for publication and listing. Taiwanese PCB manufacturers have already delivered the mobile phone boards, but this year's global economic crisis The seasonal effect from the third quarter was not obvious. The new capacity of the PCB factory was set aside and the market had already begun to compete for unilateral grabs.

As a result, PCB hardware and software manufacturers have also paid special attention to Apple's iPhone, iPad sales of new models to drive the market, especially after the departure of CEO Jacobs Apple's new products can still have its charm.

The capacity utilization rate of PCB Dingding Technology (3044-TW) in September was about 80%, and the head of Jinding Technology pointed out that the utilization rate of this September's capacity was obviously weaker than the 90% peak season of previous years, and at this time, Jinding It also took orders for China's rising brand smart phones, such as millet machines.

What worries the PCB factory is that in the fourth quarter of this year, the Taiwanese PCB factory has more than 2 million new production capacity per month, such as the end of the year of Yoneng Electronics (5480-TW) under the banner of Chichao Technology (8213-TW). Jiangsu Wuxi will open a new production capacity of 1.2 million baht, which is locked in the market competition action of information board orders, and it is bound to cause a greater wave of market killings.

HDI board manufacturer Hwaseong (2367-TW), which is mainly based on HTC (2498-TW), also expanded its HDI board production capacity at the Yilan Plant in November. The director of Yaohua Electronics pointed out that Yaohua’s capacity is currently full. , Order visibility has reached December.

Soft Board Plant Jia Lianyi (6153-TW) consolidated revenue in August with a record high of 1.08 billion yuan. Jia Lianyi's client for fruit machines has already delivered the first batch production board, and its follow-up performance can continue On the new peak, whether the fruit machine can produce a brilliant sales performance is also a key position.

Ningbo Autrends International Trade Co.,Ltd. , https://www.supermosvape.com

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