PCB August rush to report

Due to the conservative attitude of the client, the PCB order visibility is only one month. It is not as obvious as the previous year since July. However, according to the PCB upstream material factory, the low visibility of the order does not mean the poor economy, especially the PCB industry production reduction this year. It will begin to show that the overall market conditions in the second half of the year should be better than in the past few years, but the market is slower.
The industry also revealed that from the demand of the third quarter PCB market, Apple's iPhone mobile phone board, NB board and LCD TV board demand is the best, NB board quarter shipments are expected to grow by 10 to 15%, photovoltaic panels Seasonal shipments will also grow by more than 10%. As for the performance of the manufacturer, most of the players released two versions. The conservatives expect the third quarter revenue to grow by 5 to 10% compared with the second quarter. The optimists estimate that the single quarter performance can grow by 10 to 15%.
PCB industry and upstream materials business analysis, mobile phones are currently in the 2G and 3G system alternate stage, the big manufacturers in the procurement tend to be conservative, only Apple computers to promote the second generation of iPhone, so that mobile phone board suppliers from a large number of delivery since July. With the establishment of the mainstream trend of 3G systems, it is expected that other mobile phone manufacturers will increase their purchases of mobile phone boards from August. As for the server board, China's 3G license will be issued before the end of the year, and the demand for servers and base stations will be warmed before the end of the third quarter.
As for the PCB board part, this year, driven by low-cost computers, NB board has always been the best demand in the PCB industry; looking forward to the third quarter, due to Intel's new platform in August, and the local dual A The big factories continue to have new and old models to produce, so the demand for NB boards in the third quarter is very strong.

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