Apple's new phone arrives, Zhen Ding, COMPEQ and other Apple chain PCB factories report good revenue

2024/09/16

Business Times
September 9, 2024
Author Business Times Li Shuhui

The New Taiwan dollar surged by 2.8% in August, affecting the revenue of technology factories in August. However, following Apple's supply chain PCB board factory's August revenue, which was unable to resist the appreciation of the New Taiwan dollar, it reported a strong annual and monthly revenue increase, and the automobile board factory Dynamic Holding (3715) also reported good results, with revenue in August reaching the top for the second consecutive month at 1.62 billion yuan. Due to its good revenue performance in the first two months of the third quarter, Dynamic’s revenue this quarter is expected to hit a new high You.

Dynamic announced that its revenue in August reached 1.62 billion yuan. Not only did it achieve a new monthly high for the second consecutive month, but it also increased both yearly and monthly for the second consecutive month, with a monthly increase of 5.2% and an annual increase of 13%. Yingqian’s revenue in August reached 11.56 billion yuan, an annual increase of 14.9%.

Dynamic recently issued a third-quarter operating outlook at a press conference. It is expected to achieve mid-to-high single-digit growth in the third quarter. Based on the revenue in the first two months of the third quarter, Dynamic's revenue this quarter is expected to challenge new highs.

Dynamic's Thailand factory and Huangshi No. 2 factory's second phase production capacity will gradually enter the full capacity stage before the end of the year. The Thai factory has already started mass production in August ahead of schedule. The first phase production capacity of 500,000 square feet will be fully released before the end of the year. The production capacity will be provided to customers as soon as possible. According to the audit, including AI-related products, 50% of the Thailand factory's future production capacity will be locked in network communications and servers; the Huangshi factory's second-phase production capacity is expected to be fully loaded in October. Dynamic predicts that the average utilization rate in the third quarter will exceed 90%, maintaining High-end level.

In addition, Apple iPhone 16 will release new products on the 10th of this month, which will also heat up the performance of Apple's supply chain with annual shipments of 200 million units. Apple-related PCB board factories include UNIMICRON, Zhen Ding, COMPEQ, and KINSUS 8 Monthly revenue hit new highs in 21 months, 9 months, 10 months, and 21 months respectively, reflecting the surge in new product stocking. Among them, Zhen Ding is Apple’s largest soft board supply chain, and COMPEQ is Apple’s all-round PCB supplier. The supply chain has been strengthened, new machines have been reported to major customers, and the supply chain performance has been affected by both rain and dew.

UNIMICRON emphasized that both the carrier board and PCB divisions grew in August, mainly in AI-related fields. In addition, consumer products also grew.

As for the performance of the PCB upstream supply chain, EMC, the leader in CCL, set a record for the second-highest monthly revenue last month, reaching 5.741 billion yuan, a monthly decrease of 0.7%, and a 47.5% increase over the same period last year. EMC is the supply chain for Apple. Member and the main supply chain of AI server CCL, the legal person estimates that the monthly decrease in revenue of EMC in August was mainly affected by the appreciation of the New Taiwan Dollar.

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