North American PCB book-to-bill ratio (BB) back: on September north American PCB book-to-bill ratio 1.03, 17 months for more than 1, but orders growth below shipments, BB values continue to fall, the current BB values on a downward cycle.
September Taiwan enterprise revenue remains high: glass fiber cloth prices in September to loosen, rich Qiao Ying slipped, middle copper clad prices remain unchanged, the downstream PCB factory revenue is slack season, but remains high, xin xing, jian ding big revenue to an all-time high, such as mobile phone board, NB board manufacturer's overall optimal light panels.
Q3 tone as the slack season, in the third quarter, the traditional peak season for the PCB industry, but it presents the characteristics of the slack season, we analysis there are two reasons, one is the second season of season doesn't pale pad high performance, maintain high-growth speed makes it hard for the third quarter, the second is slowing demand downstream NB, LCD TV, slowing growth caused by PCB manufacturer orders.
Copper foil continues to rise in price, gross margin may encroach on CCL: copper foil prices have to CCL factory brings about adverse effects to the third quarter, glass fiber cloth prices still remain high. CCL factory cost a lot of pressure in the fourth quarter, but because of the downstream PCB factory to slack season, harder to pass on cost, gross profit margin will be hit. Upstream glass fiber cloth, however, prices began to drop, CCL manufacturers profit margins may fluctuate slightly.
