PCB in the electronic components industry chain accounts for roughly 25% of the market. Is electronic base material, downstream is terminal industry of electronic equipment, including communications equipment, consumer electronics products and three types of computers and related equipment demand accounted for about 80%. In the first half of the month, global PC shipments a year-on-year growth rate of about 20%, rose in May after the fall. Smartphone market demand make flexible plate and HDI is a big demand. Electronic information products export in our country have been rose in the first half of this year, in May is 50% higher than a year ago, export demand pull the PCB.
Price change is in the first half of the study. Between 2 - march this year the price of the PCB board had already increased 10-15%, and the recent PCB manufacturers and again on the basis of the component price increased by 20%. Copper clad in July start dropped about 3% to 5%, although the price expectations are not sure, but at least there will not be in the first half of the price increased by 20%, about 60% of the cost of PCB copper price fluctuation is not big, this year so I can estimate gross margin will be improved in the second half of the PCB, increase about one percent to one percent.
Q3 PCB industry is still good. Because the 09 in the second half of the components the recovery of the industry, base is large, so the second half of this year PCB sales growth will fall, but it is not a problem to the boom of industry continued to Q3. Flexible PCB demand growth will be stable.
Domestic PCB enterprises begun to take shape. PCB enterprises above designated size in China sales rose 29.35% year-on-year, wuxi jian ding sales reached 5 billion yuan. PCB industry appear the situation of concentration of small business out of high school, which will be conducive to large PCB enterprises, especially listed company take market share, giving full play to the advantages of scale, the scale advantage is an important approach to PCB enterprise to improve profitability.
