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Apple supports PCB board factory’s performance last month

Apple supports PCB board factory’s performance last month
Yahoo! News
September 07, 2024
Author Business Times Li Shuhui/Taipei Report
 

Driven by the effect of preparing materials for new phones in Apple's supply chain, PCB board manufacturers UNIMICRON, Zhen Ding-KY, and COMPEQ MFG were not afraid of the strong increase in the New Taiwan dollar in August, and simultaneously handed over annual and monthly revenue increase report cards: UNIMICRON and Zhen Ding-KY reached new revenue highs in 21 months and 9 months respectively, and COMPEQ MFG also reached a revenue peak in the past 10 months.
 

The New Taiwan dollar surged by 2.8% in August. The appreciation trend affected the revenue performance of electronics factories in August. However, Apple's supply chain performance overcame the decline in the appreciation of the New Taiwan dollar. PCB board manufacturers benefited from Apple, and demand for AI, low-orbit satellites, etc. remained strong. Revenue performance in August was good.
 

IC substrate board manufacturer UNIMICRON announced its August revenue on the 6th. For the second consecutive month, it stood at the 10 billion yuan mark, reaching 10.823 billion yuan, setting a new high revenue record since December 2022, with a monthly increase of 7.68%. An annual increase of 17.42%.
 

UNIMICRON said that in addition to Apple's supply chain, AI has made gains in both PCB and IC carrier boards. As IC carrier boards tend to expand to large areas, high-level numbers, and thin lines, foreign legal persons are optimistic about the ASP of IC carrier boards. Lift.
 

Zhen Ding's revenue in August was 17.814 billion yuan, a monthly increase of 32.36% and an annual increase of 29.23%, setting a new revenue record in the past nine months. The cumulative revenue in the first eight months was 96.194 billion yuan, an annual increase of 21.5%. Zhen Ding said that in August, IC carrier boards had the largest annual revenue growth and continued to hit a record high in a single month, followed by mobile communications and vehicle/server/base stations, which respectively hit new highs for the same period in previous years. The overall revenue performance was in line with the company The expectations of the previous Dharma conference.
 

COMPEQ MFG, the leader in HDI boards, also benefited from new customers' products. Its revenue in August returned to the prefix 7 after eight months, reaching 7.005 billion yuan, with a monthly increase of 4.19% and an annual increase of 8.42%, which is the best record for the last nine months. The revenue of the top eight companies was the highest, with the cumulative revenue of the top eight companies reaching 46.17 billion yuan, an annual increase of 15.8%.
 

COMPEQ MFG's revenue from Apple accounts for about 50% to 60%, and it provides the customer with a full range of PCB boards. The legal person expects that COMPEQ MFG's third-quarter operations are expected to be significantly better than the second quarter.
 
 

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