〈Financial Weekly-Confrontation between Domestic and Foreign Investments〉More re-applications support stronger PCB operations

2023/11/03

Free Finance
October 30, 2023
Author Zhuo Yijun

As customer inventory is gradually reduced, new products and new applications are successively taken over, and the PCB industry begins to break away from the bottom of the operation. Since PCB is the mother of industry, new applications and new platforms are expected to drive industry operations upward. PCB industry players are unanimously optimistic about operations next year. AI, automotive and other fields will be the main growth drivers in the future.

PCB output value is estimated to grow by 8% next year
Li Changming, chairman of the Circuit Board Association, pointed out that under the pressure of inflation and inventory adjustment, the PCB industry this year is extremely challenging. It is estimated that Taiwan's PCB output value will decrease by 16.8% annually this year. As inventory adjustment is expected to come to an end, the PCB output value next year is estimated will grow 8% annually.

PCB leader Zhending-KY (4958) announced that its operations have ended in the first half of the year. As Zhending actively deploys new technologies and new markets, it has been deploying in the fields of servers and automotive boards for a long time. High-end automotive boards have entered the mass market since last year. The AI server core motherboard has also passed customer certification. As customer demand increases in the future, we are optimistic about the future growth of related products; in addition, high-speed computing needs such as 5G, AI servers, and automotive electronics will drive the future growth of ABF carrier boards. , it is expected to significantly increase its contribution to Zhending-KY’s revenue and profits in the next three years.

AI has become a highlight of the technology industry this year. PCB plays an important role in AI servers. Foreign investment is optimistic about AI servers, driving up the high-end copper foil substrate industry’s average annual compound growth rate (CAGR) from 2023 to 2025, rising from 15% to 21%. , Taiwan Optoelectronics (2383) and Taiyao (6274) are favored by foreign investors, and Jinxiang Electronics (2368) is also favored by many foreign investors.

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