TAIPEI, TAIWAN – Copper clad laminate (CCL) demand has in Taiwan has been weak over the past quarter. The manufactures of CCL have come to expect a seasonal increase that typically occurs in Q3. For Q3 2008 some CCL manufactures in Taiwan are expecting weak increases of 5% to 15% compared to Q2 sales (20% to 40% is typical).
There was a CCL price increase in May due to increased copper metal costs. Prices closed below $3.80/lb. yesterday, down from a 1-year high of $4.0819 on July 2, 2008. Despite a drop in copper prices over the past week, CCL prices are expected to remain at the May adjusted levels for some time.
Taiwan Union Technology (TUC) said July orders are slightly ahead of June, and projected that August sales would be flat compared to July. Iteq said its July sales are better than June, and forward looking August orders extend only though mid-month. Uniplus Electronics said PCB CCLdemand remains weak and expects sales for the Q3 to be lower than for previous years.