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PCB plant expansion madness

From：定盈电子    Time：时间格式错误!

PCB factory loaded new capacity this year, the magnitude of the deceleration falling NB industry , coupled with smart phones , automotive product demand continues to climb , PCB manufacturers can compete out of production , Zhichao ( 8213 ) , refined into Division ( 6191 ) , Hua Tong ( 2313 ) in Sichuan production capacity has loaded ; F- Trident ( 4927 ) new plant on a full load capacity challenges at the end of this season ; F- Zhen Ding ( 4958 ) capital expenditures of at least $ 100 million off the expansion peak season for apples .


According to ITRI IEK statistics , last year's fourth quarter, the two sides of Taiwan PCB production value of 13.1 billion quarter decline of approximately 5.1% , the annual reduction of 1.7% , total 2013 annual turnover of 5,057 billion, hold $ 500 billion mark last year, PC industrial decline by as much as 10 percent , the worst record over the years , mobile phones , LCD TV, flat though keep growing , but IEK believes that the future only a few 3C products to maintain positive growth , in other words , all kinds of end demand growth will slow down .


But Taiwan's PCB factory about 20% of the weight in the information panel production capacity , PC industry decline rate reduction , the major plants are out of this year's NB shipment growth of 5 to 10 % of the target , attract deferred capacity out as soon as possible .


In Zhichao , refined into a science, Hua Tong , the three manufacturers to deploy capacity in Sichuan , Zhichao , refined into a branch at the end of the second quarter , respectively , at the end of this year will be able to develop capacity to 1.5 million feet per month , due to the coastal NB positive move manufacturing base in Sichuan , the local capacity requirements for NB board ardent , even slightly short supply ; Watertown is located in Sichuan Fuling new plant is expected to open in July this year, the original production of high-end mobile phone can be locked with a HDI board, now also pass China intends to allocate a part of the production through the supply NB board.


As F- Trident new plant capacity in Thailand , but also planning to open at the end of the season over , the company is quite sure of the order of 50 to 600,000 feet full production capacity is expected to open on schedule , and because there is no factor in the first quarter of the Lunar New Year with the new capacity to carve out , F- Trident have the opportunity to record first quarter revenue higher .