Last quarter's revenue soared to a new high,PCB is more prosperous in the second half of the year
In the traditional off-season of the second quarter, in the printed circuit board (PCB) industry chain of the listed counters, 7 manufacturers including Xinyangke (3144), Taihong, HannStar and other companies have stepped up to write new highs in single-season revenue. With Windows 8 listed on schedule and other bullish bets, the PCB factory's operations in the second half of the year will be even higher. In the second quarter, there is a shadow of "five poor and six unique". In May, it was reported that the European debt crisis was heating up. However, the listed cabinet printed circuit board manufacturers got rid of the low tide in the fourth quarter of last year and the first quarter of this year, and most of them reached the high point in the recent three quarters., F-Zhending, HannStar, Taihong, Zhichao, Xinyangke, Tongmeng, and birthdays all set new highs in single seasons over the years.
In particular, the second quarter revenue of Xinyang Technology ranked first with a 41.53% quarter-on-quarter increase, and the consolidated revenue in June was among the ethnic groups, setting a record high. Taihong and HannStar each ranked second with a quarterly increase of 37.23% and 23.3%., 3 people.
The PCB industry chain of the listed counters also includes Jingpeng, Taiwan Optoelectronics, Jingguo, Jialianyi, Chuanbao, etc. The second quarter revenue reached the second highest in a single quarter in the past, and Jingcheng Branch reached a new high in the past 22 quarters. Kaiwei is also a new high in the past 15 quarters, while Jia Zong and Nan Zidian each have their highs in the past 7 and 6 quarters.
In terms of recent revenue performance observations, the physique of Xinyangke and Qingsheng has changed significantly. In June, Xinyangke merged and rewritten 103 million yuan in October 2005, maintaining a record high of 80 months. The second quarter refreshed the third quarter of 2008. A single-season record high; the second quarter of the birthday celebration revenue also rewrites the record of a single-season record of 42 quarters since the fourth quarter of 2001. At the beginning of the year, it increased an additional force to meet the demand for orders in the second half of the year.
The main products of Xinyangke and Taihong are all flexible printed circuit boards(FPC) upstream substrates and flexible copper foil substrates (FCCL). We are also optimistic that Apple's FPC supply chain will be very good in the second half of the year.
Xin Yangke said that benefiting from entering Apple’s FPC supply chain customers and mainland brand mobile phone manufacturers in recent years, the consolidated revenue in the third quarter may be better than that in the second quarter.
F-Zhending, Jialianyi, Taijun and other Apple FPC factories in the second half of the year's combined revenue, the market is expected to jump 30% compared with the first half of the year, and even reach 50%.
HannStar and Jingcheng Technology are the world's largest notebook computer (NB) PCB group. They believe that the scheduled launch of ultrabooks, non-Apple tablet computers and Microsoft Win 8 will drive revenue in the second half of the year. HannStar has received orders for Google’s new tablet computer Nexus 7 and HannStar’s revenue is expected to grow by double digits in the second half of the year.
HannStar pointed out that this year there are also PCB orders for cloud, set-top boxes, thin film transistor liquid crystal display (TFT-LCD) TV motherboards and other PCB orders to boost revenue.
Zhichao and Tongmeng are the world's largest thin-film transistor liquid crystal display (TFT-LCD) panel photoelectric control board PCB group, and they are also the listed cabinet PCB industry chain with the most dazzling revenue performance in the near future. The league has innovated quarter by quarter this year. In recent years, it has stepped into NB-use PCB and has also been rapidly fermented. It is optimistic about the revenue outlook for the second half of the year.