It is understood that PCB upstream material market in mainland China on the stability of the source material demand growth, reflecting the cost, the Lunar New Year ago, the three major factors such as preparation, quotes stupid move, with the elimination of backward production capacity of local environmental protection, downstream stocks in historically low, originally In short supply, the mainland now limit the expansion effect has become another key to helping boost.
Fiberglass PCB has always been the upstream plant rich Joe, soft copper substrate plant Taiwan Hong, PI material Damai determined yesterday after the new offer to take effect, the external quality stability due to Taiwan factory supply, the average rose about 10% However, there is a gap between individual customers.
The face of material prices, copper substrate makers frankly yesterday, the relevant suppliers are actively reflecting the recent price hikes, to take monthly bargaining if Kunshan in the future to determine and strictly control the production, will probably lead to further out of stock electronic materials, promote Price higher.
Zhuhai in mainland China, Kunshan region has come out of the control of water quality and limit the message, Zhuhai determine the implementation of a direct impact on local ceramics and electronic kilns started, the surrounding supply of related materials and supplies have been affected, Central China and South China follow-up to promote the mainland electronics Material prices are up 5%.
It is observed in the industry that electronic grade glass fiber cloth is one of the key PCB materials used as the "mother of industry". It mainly comes from the processing of raw fiberglass yarns and is greatly affected by supply and demand and prosperity. However, the relatively vertically integrated manufacturers have production and Strategic alliances advantage, the rest of the small cloth factory will be subject to restrictions on raw material fiberglass yarn out of stock, fear of impact on the stability of the output of glass cloth.
Industry observations, due to the urgent need for individual downstream customers for stable sources, the recent electronic-grade fiberglass cloth production capacity has been in short supply, rumors Fuchu mainland new capacity is expected to be early in the first half of this year out of this, Fu Joo said yesterday, will be In response to customer demand tracking, production capacity to actively respond.
On the other hand, the industry has also observed that although Kunshan is "temporarily suspended" at present, the issue of tight batter on the overall environmental protection act will affect the supply of related materials. In particular, not only South Asia but also Taiwan and Bolivia will set up factories in the area, , The demand for related electronic materials has been raised earlier in the Lunar New Year.
Global PCB leader Zhen Ding also shouted ... pass on the cost
Policy is expected to psychological fermentation, PCB material prices led to the upstream, will result in the downstream downstream mills face material, labor costs rising pressure, it is understood that the global PCB leader Zhen Ding prices will be brewing in order to pass on the cost.
Zhen Ding did not comment on a single customer message yesterday (2); in the industry, due to the continuous increase in the cost of PCB materials in mainland China, the increase in materials such as electronic grade glass fiber gauze, alloy consumables and inks affected the copper clad laminate (CCL) Copper substrate (FCCL) offer, but also for PCB manufacturers is bound to assess the cost of further control and pass.
Mainland China also came out, pointer makers Kingboard, Health benefits have price plans, extortion last December Jian Tao and mainland second-tier CCL manufacturers have issued a wave of new wave of price increases notice, mainly to reflect the environmental stop order, the supply of environmentally friendly materials Tight lead to the impact of rising costs.
Despite PCB manufacturers' relative weakness in the first quarter of last year, the industry observed that demand for mobile devices, China Netcom and servers, automotive electronics and other terminals in the overall terminal market are still driven by the demand in the first quarter, which is still relatively stable for PCB makers.
However, the industry also believes that, according to the individual PCB manufacturers in terms of production scale, the short-term market, although the material prices rallied sound, but the larger PCB manufacturers have more bargaining space, will also be able to slow, transfer costs A variety of strategies such as early response.
Copper substrate manufacturers observed that due to customer demand growth, the major PCB manufacturers are actively expanding production capacity in the Central China region, the future local copper foil substrate market demand is expected to double-digit increase, so the major manufacturers are actively planning 2018 to 2019 New capacity out.