Although the Apple PCB suppliers have never commented on a single customer message, but it is understood that Taiwan's first-line suppliers in the fourth quarter to maintain full capacity production, part of the plant is more than 100% of the production of full-load manufacturing, with the client special needs.
But it is precisely because Apple value, the main suppliers are also facing the customer focus and urge to shorten the delivery pressure, and even the frequency of reporting to the United States is also higher than in previous years, but also to the relevant manufacturers feel this year's work pressure and burden relative Much higher in previous years.
It is understood that, due to the major manufacturers plant capacity in the season full performance, so with the terminal market demand, individual manufacturers have received major customer requirements expansion and priority supply needs, but because the non-green flagship mobile phone new products in the fourth quarter Innovation, but also a considerable test of the major manufacturers of scheduling capabilities.
But a single customer demand for rapid growth, but also indirectly squeeze the rest of the application supply industry rumors, although some non-Apple brand manufacturers to increase the way to obtain high-level production capacity of the preferential supply opportunities, but based on long-term cooperation, , The main front-line suppliers are still the main supplier of Apple-based, but also with the main customer base to next year the details of the distribution of new capacity.
The industry is still optimistic about next year in the composite board, class carrier board and any layer of HDI will not be oversupply, Taiwan manufacturers in the relevant applications still have room for growth, mainly from the smart device battery module, camera module other than the new application driven, Coupled with the new material certification is also conducive to a variety of smooth growth.