PCB News - Japanese factories withdrew from the PCB market, Taiwanese manufacturers turned over

Japanese factories withdrew from the PCB market, Taiwanese manufacturers turned over
The demand for consumer electronics is booming.PCB factories are actively expanding production this year. In addition, the major Japanese manufacturers Panasonic and Sony have gradually faded out of the PCB market. Sony announced that it will sell digital camera circuit board production bases and will change to external procurement of components in the future. The output of printed circuit boards is gradually decreasing.

With the withdrawal of Japanese factories, the market share of Taiwanese factories is expected to increase, and the transfer order effect will benefit related domestic foundries. Recently, the stock prices of PCB groups, passive components, soft boards and related electronic components have risen from the bottom.

Guo Zherong, an analyst at Juyang Investment Consulting, said that PCB can pay attention to the legal person’s more than one stock. The stock price of Xinxing is still at a low level. Compared with other electronic stocks, it has the advantage of low base period. Positive. Currently, there will be strong selling pressure in the front-wave consolidation area around 24 yuan. If it can break through smoothly, there will be a chance to perform again later.

Jialianyi, also a PCB-based stock, has just broken through the peak before August 19 last year. However, there is also pressure from the front-wave consolidation area around 34 yuan. Foreign investors and investment trusts are more active, which deserves more attention. Hon Hai Group Zhending has recently strengthened with Hon Hai, and its share price has also performed. Rumor has it that the size of the iPHONE will grow, and the technology is more advanced and Xinxing is expected to be the biggest beneficiary.

DXN Securities analyst He Jiazhan said that due to consumer electronics demand better than expected, coupled with the previous fierce competition for overcapacity, Japanese manufacturers have gradually faded out of the PCB and passive component markets, and the supply has fallen sharply, and demand has slowed down. The bottom of the cycle rises. According to the Industrial Economics Center of the Industrial Technology Research Institute, the global passive component market is expected to be slightly better this year than last year. It is estimated that the shipment of passive components for PC applications this year will be stable compared to last year, and the shipment of passive components for non-3C applications will continue to grow.

Chen Huangren, manager of Qunyi Innovation and Technology Fund, said that the PCB industry is mainly based on Taiwan, Japan and South Korea as the three major supply chains in the world. It is reported that large Japanese factories will no longer expand production and will fade out of the PCB industry. Most of the Korean products only supply Under South Korean manufacturers, Taiwan PCB manufacturers will have the opportunity to expand their global production scale and market share, and they will also have an interest in increasing profits.

Taishin Investment Advisory Research Associate Li Zhenyu said that after the IC substrate industry has finished distributing goods for downstream end customers, revenue has reflected the off-season level, and the subsequent off-season will still be affected by weaker order demand. Considering the timing of the future, it will enter the 1Q14 tradition. In the off-season, the current overall PCB recommendation focus is still on maintaining high-end operating and low-evaluation manufacturers. The second quarter rebounded. The PCB group can be deployed on dips after the Chinese New Year. It is advisable to carefully select companies with more promising prospects, such as China’s 4G network. In the long-term competitiveness of the road base station bidding company, it is expected that the proportion of 4G base station and antenna board shipments is expected to increase.
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