Keyword: PCB industry, printed circuit board
Markets in Taiwan, a line of panel factory capacity utilization about 10% cut, and arrange workers forced Hugh annual leave, it is quite rare in the third quarter the traditional peak season, may cause the season effect later this year.
According to the report, as a legal person is expected from the panel factory such as au optronics and chi mei electricity to supply chain upstream components factory will suffer.
It is understood that the wave panel factory capacity slashed, LCD TV declined about 10%, computer use panel drop as much as 30%, according to the personal computer (PCB) industry impact is bigger, especially tablet hit, hit your laptop has been a great demand.
To press time, unable to contact au optronics and chi mei electrical industry's response to this matter. Au optronics has not revised down before shipment in the second quarter of target.
Insiders say the wave panel factory in the peak season big capacity utilization, the main reason is that the European and American market demand, the mainland market can also though, after all, Europe and the United States accounted for 70% and 80% of the global panel market demand, the mainland market demand will not hold the big picture.
The personage inside course of study points out, a line of panel factory capacity last week, also in 95% to 90% of the top grade level, the weekend suddenly decided to reduce capacity utilization to 85% to 80%, the average decline about ten percent. In order to cope with the peak season, this time online workers are forced to work, not allowed to leave, but over the weekend to inform employees, began to force on sabbatical.
Markets had expected, the panel factory in the second quarter of losses will shrink, the third quarter, "break-even or small profit. As the LCD industry to reduce capacity utilization, will lead to higher costs, depreciation amortization may turn into profit making panel factory, further delayed.
Panel factory to reduce capacity utilization, will also directly impact the back plate, driving IC, optical film and printed circuit board (PCB), and other components, not only in the third quarter shipment will decline, panel factory under enormous pressure loss, the required components to further reduce the price, profits will suffer.
Source: //www.seekic.com
