Printed circuit board (PCB) manufacturers into the industry in the fourth quarter sales season end, usual vendors quarterly revenue will decline in 10 ~ 15%, however, this year from emerging countries for electronic product demand rapid growth, smart phones and tablet computer sale, expected part of PCB factory fourth-quarter revenue and flat or only single-digit decline, remain relatively high, will be better than market expectations, among them, the soft panel factory third-quarter revenue will see high.
In individual areas of PCB, copper recovery in August 5 ~ 10%, copper foil substrate manufacturer production costs rose slightly in September. Cell phone board industry photoelectric major customers for 10 ~ 15% sales growth in the third quarter, intelligent mobile phones and OEM orders with in Korean mobile phone makers, estimates for rates from the second quarter rebound in 30 ~ 40%, quarterly eps challenge 1 yuan. League alum is given priority to with computer and laptop, because the laptop industry at the end of the second quarter goods ahead of schedule, July and August to digest inventory, short-term demand slowdown, in late September orders back to warm again, forecast for October shipment have the opportunity to slightly better than September, eps is expected to challenge for the whole year 6 yuan. Yao mainly sold to pen panels and light panel suppliers, October order rebound slightly, expected in the fourth quarter to the first quarter of 2011 new customer order can get server, operating bottomed out gradually.
Mobile phone board, due to the recent popular smart phone will consume a lot of HDI board production capacity, combined with mobile phone board suppliers full capacity utilization in succession since the second quarter, and jian ding xin xing, yao hua has expanded factory.
Mobile soft board from the iPhONe and the sale, both for additional order. Machine county currently sales with a soft touch panel board, is mainly used in tablet computers, deliver to intelligent mobile phone customers for certification, is currently expected in the fourth quarter fastest can obtain relevant orders for the first time. Jia lian yi with a soft touch panel board is given priority to with mobile applications, and recent main good account sales, forecast the two soft panel makers 10 ~ 15% third-quarter revenue growth.
Panel makers in the third quarter, cutting its production to go to the inventory, but auo LED TV shipments proportion increased from 15% in the second quarter to 30% in the third quarter, increasing demand for cooling with aluminum plate, tzu chi and photoelectric start small shipment. Super in the third quarter, adjust the zhongshan factory capacity, estimated revenue was flat, the fourth quarter growth 0 ~ 5%, and forecast the healthy pot in the third quarter growth 5 ~ 10%, 0 ~ 5% decline in the fourth quarter, jian ding profit ahead of schedule, in the second half will continue to advance listed assets impairment, and loss accounts receivable.
