Taiwan Copper Foil Substrate (CCL) Dachang Taiwan Optoelectronics, Lianmao, Taiwan Yao Technology (6274) have production bases in Taiwan, Taiwan Optoelectronics Kunshan in Jiangsu Province, Guangdong Province, Dongguan and Guangzhou, Lianmao are in Wuxi, Jiangsu Province, Guangdong Province, Guangzhou and Dongguan, Taiwan Yao also Changshu, Jiangsu Province, Zhongshan, Guangdong Province, Lianmao is also the only CCL plant three production of soft copper foil substrate (FCCL).
The layout of the three CCL plants in mainland China is aimed at the printed circuit board (PCB) market in East China and South China. Taiwan Optoelectronics Hubei Huangshi and Lianmao Jiangxi Ganzhou are both located in central China. Recently, Taiwan Optoelectronics returned to Taiwan with newly increased production capacity. PCB industry chain rare layout Jiangxi, mainly optimistic about the rapid development of land-based PCB plants in recent years, CCL upstream fiberglass factory Dehong Industry (5475) has also announced Jiangxi Jiujiang will set up production base.
In the past, CCL products concentrated PC (PC) led to recession and surrendered to Taiwan's second-largest revenue throne to Taiwan's Optoelectronics, but hastily catching up with the application of high-density connection board (HDI), the server gradually fermentation area, last November Revenue hit 23 months higher than Taiwan's first photoelectric is expected to grow this year.
Lianmao yesterday took the lead in the three CCL plant announced last December revenue, a record high over the same period, the year, the fourth quarter to rewrite a record high.
In December last year, Lianmao's revenue was 1.9 billion yuan, down 1.78% from November and 3.7% more than in the previous year. Last year's revenue was 21.169 billion yuan, a record high with an annual increase of 7.58%, including 5.641 billion yuan in the fourth quarter, Surpassing the record of 5.592 billion yuan in the second quarter of 2000, reaching a record high, up 1.52% and 8.39% respectively from the previous quarter and the same period of last year.
Lianmao said it expects to invest 62.37 million U.S. dollars in the planned CCL production capacity of 1.2 million units a month, with an investment of about 100 million yuan in the first phase, an increase of 600,000 pieces of CCL production capacity and 4.3 million meters of film production (PP) in June 2019 Put into production.