The mainland began to conduct environmental inspections for many electronic manufacturing and chemical materials industries this year. The industry mentioned that, especially this year, the new environmental protection tax is on the road, although the official is mainly to replace the sewage charges, although the sewage charges may be changed from official fees in the park. It is covered by the environmental protection tax, but the actual operation still needs to pay the waste processor related expenses, so it is equal to adding an environmental tax.
Due to the high production costs, coupled with the mainland's official rectification of illegal discharge of waste water and waste gas manufacturers, local industry believes that there is at least one wave of small and medium-sized PCB manufacturers facing the collapse of the mainland this year.
In addition, mainland China has also added environmental impact assessment projects to manufacturers' expansion. The industry believes that this is more stressful for small and medium-sized land-based factories that have not yet achieved economic scale. Overall, the environmental protection problems of land-based factories are indeed better than those of Taiwan-funded factories. severe.
For example, local experts and scholars are required to report whether the air pollution and waste are in compliance with the relevant expansion plans, whether energy conservation, carbon reduction and water pollution prevention, etc. The expert report must be borne by the manufacturer, and the price of the article is tens of thousands of yuan. At the same time, there are also security systems required to prevent job damage, etc., which is a huge pressure on small and medium-sized manufacturers.
Under the effect of limiting the discharge, the price of copper foil substrate CCL is increased by 5% to 10%.
The mainland's limited production caused the local PCB manufacturers to have a high production cost. As the industry's peak season approached, the demand for the industry increased. The mainland index factory shouted a 5% to 10% increase in copper clad substrate material (CCL) in July. The price rose and peak season. The effect, Taiwan Optoelectronics, Lianmao, Tai Yao and other Taiwanese manufacturers benefited simultaneously.
CCL is also the key electronic material for the first time after the mainland's expansion of the restricted row. In terms of production, the industry generally expects that the CCL plant will obviously feel the demand for terminal pull in the third quarter of this year. Taiwan Optoelectronics mentioned that the overall July The production line has been much more busy than before, and there is also the need for overtime work. As for Lianmao, the quarterly growth target has been set, and this direction has not changed.
It is reported that the Zhongxin Group, which is the world's largest PCB production capacity, and the Shandong-based Jinbao and other land-based PCB indicator factories, all reported a CCL increase in July. The land-based factory admitted that the production cost was due to strict environmental protection. To improve, it is necessary to raise the price to reflect the cost trend; Taiwan Optoelectronics, Lianmao also closely followed the development of market conditions on the 4th, maneuvering in response to price trends.
According to the Zhongzhongxin laminate and Shandong Jinbao, environmental factors have caused the prices of chemical raw materials to rise. To ease the production pressure, all thicknesses of CCL sheets will be increased by RMB 5 yuan and RMB 10 per piece. Industry observations, according to the two The average price of low-end products is converted. The brewing price is about 5% to 10%.
The third quarter of the calendar year is the peak of consumer electronics manufacturing. The industry observes that PCB is the mother of electronic materials, involving the production of high-end flagship models such as the iPhone. The CCL for PCB applications can be replaced by other materials. The big manufacturers began to push up the price increase and extended to medium and high-end sheet products, which is beneficial to Taiwan-funded related materials suppliers such as Taiwan Optoelectronics, Taiyao, and Lianmao.
For the mainland capital CCL to call for price increases, Taiwan Optoelectronics believes that if the news is true, consider the current environmental protection in the mainland, do not rule out the local CCL factory for the thick-plate related low-end product price increases, from the current market situation, the acceptance is higher. Taiwan Optoelectronics focuses on the HDI process for mid- to high-end mobile phones. This part of the quotation is still subject to demand in the peak season.
As the land-based factories that circulated the price increase notice were mainly for the application of bulk products, Lianmao mentioned yesterday that it seems that the industry has thrown a price increase message to test the water temperature, and the follow-up still depends on the supply and demand of the products.
Copper foil substrate (CCL) is a key material for printed circuit boards (PCBs). There are no other materials that can be replaced, accounting for more than 50% of PCB production costs. PCB has the reputation of 'the mother of industry', and CCL, which plays a key role in PCBs, Becoming the key to 3C electronics circuit connection design. The world's top three CCL suppliers are Jianye Group, Shengyi, South Asia.