PCB business recovery enters peak season, Taiwan factory equipment and CCL factory stock price benefit simultaneously
United News Network
July 5, 2024
Author: Economic Daily Reporter Yin Huizhong/Taipei Real Time Report
July 5, 2024
Author: Economic Daily Reporter Yin Huizhong/Taipei Real Time Report
The PCB industry is heading towards recovery this year. As the economy recovers and fundamentals grow, the leading PCB manufacturers in Taiwan are Zhending-KY (4958), Jinxiang Electronics (2368), Jianding (3044), and equipment factory Qunyi (6664). ) and the share prices of the three major copper foil substrate manufacturers are heating up simultaneously. The share prices of Qunyi and copper foil substrate manufacturers Taiwan Optoelectronics (2383), Lianmao (6213), and Taiyao (6274) are simultaneously strengthening. The highest price among Taiwan Optoelectronics disks reached a new sky-high price of 515 yuan. Lianmao and Taiyao rose more than 4% simultaneously.
The PCB industry is heading towards recovery this year, which is expected to drive demand for materials and equipment. The industry is optimistic that the second half of the year will enter the traditional peak season. PCB leader Zhending was the first to call for a recovery in operations this year, and legal persons are optimistic. Global PCB leader Zhending has benefited from Apple's new machine stocking and artificial intelligence (AI) server application injection. Operations will begin to heat up in the second half of this year, and its growth outlook is better than expected.
In terms of equipment, the industry says that investment by PCB manufacturers is expected to recover this year, and the expansion of factories in Southeast Asia is expected to drive demand for related equipment. At the same time, PCB equipment manufacturers have also entered the semiconductor field with carrier board applications, and the terminal application field has steadily expanded. Among them, Qunyi is the world's leading manufacturer of coating and baking equipment. It is committed to the research and development and manufacturing of coating, drying, exposure and peripheral automation equipment required by the PCB substrate industry. It has previously catered to the needs of first-line PCB substrate dry processes, as well as IDM substrates. Required for advanced research and development of glass substrates from major manufacturers.
Qunyi is actively exploring carrier board and advanced packaging applications. The company has previously mentioned that order visibility has reached the end of this year, and it strives to achieve flat to growth performance throughout the year.
As for major CCL manufacturers, Lianmao previously pointed out that there will be a wave of high-end PC/NB replacements and a new generation of AI servers in the second half of the year to drive demand for high-end materials. It is expected that both revenue and capacity utilization will increase quarter by quarter this year.
Lianmao continues to deepen its AI server layout. High-speed materials with ultra-low signal loss levels have been shipped to many AI GPU/ASIC accelerator card end customers in the second half of the year. It continues to receive support from end customer orders and gradually obtains more new orders from CSP customers.
Lianmao's revenue in May reached 2.654 billion yuan, an increase of 15.75% from April, which was the highest monthly revenue since April 2021.
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